Totango

FEBRUARY 12, 2025

It provides a consolidated view of where customer relationships stand, helping enterprises address risks, empower account teams, and uncover new opportunities to drive value. The enterprise solution Large customer accounts often have layered needs. Account-level segmentation Enterprise customers rarely behave as a single entity.

Enterprise 62

Enterprise Metrics Accountability Construction 62

Callminer

FEBRUARY 23, 2021

Data custodianship will be taken more seriously. “Your customers are ‘digital natives’ and are becoming more and more concerned with data privacy issues. Also, agents with insight into how customers have interacted with sales teams have increased upsell and cross-selling opportunities.”

Call Center 376

Call Center Technology Banking Contact Center 376

Outsource Consultants

FEBRUARY 25, 2025

Gathering Valuable Customer Insights Call centers serve as a rich source of customer data and insights. This data (when properly analyzed) can inform product development, marketing strategies, and overall business decisions. Personalize Every Customer Interaction Personalization stands as a cornerstone for increasing ecommerce sales.

Call Center 67

Call Center Sales outsourcing Technical Support 67

ChurnZero

MARCH 14, 2025

Will CSMs struggle to maintain a customer-first mindset and spend all their time on upsells, rather than learning about their big picture goals and helping them navigate the path to get there? 4: How will you ensure data-driven decision making for the CS team? Sales teams often operate on short-term quotas (e.g.,

Upselling 52

Upselling Sales Customer retention Consulting 52

CSM Magazine

MARCH 6, 2025

Offer Guest Checkout Dont force new customers to create an account to make a purchase. Use Customer Data Shopifys analytics tools provide data on shopper behavior, preferences, and purchase history, enabling you to tailor your offerings to match their needs.

Abandon rate 52

Abandon rate Upselling Construction Feedback 52

ChurnZero

JUNE 15, 2023

Product usage data is one of the best tools customer success managers can use to anticipate customer needs, drive adoption, and increase expansion. With usage data, you can stay one step ahead and get an inside look into your customers’ preferences and potential areas of improvement. What is product usage data?

Accountability 96

Accountability Upselling Analytics Metrics 96

Totango

JULY 29, 2022

Did you know that 70% of revenue in a subscription-based business comes from existing customer renewals and upsells? In order to ensure renewals and maximize upsell opportunities, it’s important to consistently provide value throughout the entire customer journey. Accounts with 95%+ licenses consumed. Growth rate last 90 days.

Upselling 118

Upselling Enterprise Accountability Metrics 118

Call Design

JANUARY 21, 2021

While AI won’t replace the human element of your contact centre, it can be used to gather data and information that can help your management team improve daily operations and coach agents on their performance. During these calls, AI can suggest specific products for your agents to upsell to customers. Upgrade Old Technology.

Upselling 167

Upselling Coaching Consulting Consulting 167

ClientSuccess

OCTOBER 25, 2022

In addition to managing the day-to-day health and support of customer accounts, CSMs are tasked with building a strategic vision for customers and reviewing future challenges, wins, and opportunities. . What is a customer account review? Customer account reviews can happen on a quarterly, bi-annual, or even annual basis.

Accountability 74

Accountability Upselling Metrics Sales 74

Totango

SEPTEMBER 11, 2020

However, in a world where Customer Success teams often have dozens of accounts to care for, it can be challenging to fully understand the specific needs of individual client accounts and to find time to reach out to each client to meet those needs. . How Data-Driven Customer Engagement Optimizes Your CS Team to Meet Client Needs.

Upselling 84

Upselling Enterprise Healthcare Metrics 84

Help Scout

MAY 27, 2021

When considering customer success and account management, it’s valuable to consider them as complementary teams rather than interchangeable groups or, worse, competitors. There are a few things that differentiate customer success from account management. What is account management? What is customer success?

Accountability 66

Accountability Management Upselling Education 66

NobelBiz

MAY 25, 2023

Are you looking to optimize your call center’s efficiency and streamline your business’s data management process? If so, it’s crucial to find the right call center software vendor that integrates with a customer data platform (CDP). Managing customer data is nothing new.

call center software 98

call center software Call Center APIs Contact Center 98

Totango

MAY 6, 2022

We’ll define customer health score, what metrics go into it, and what it tells you about customer accounts. ” The customer health score simplifies data from multiple data points by combining them into a single metric represented by a numeric score. Adoption : How many licensed accounts sold are actually being used?

Best practices 124

Best practices Upselling Journey mapping Metrics 124

Totango

AUGUST 14, 2020

Which then got our account teams, sales team, product teams, and support teams all excited and asking how to leverage Totango. It’s amazing and enables that two-way data exchange. We have Account Managers that are accountable for the cross-sells, upsells, and renewals with our customers.

Accountability 158

Accountability Feedback Sales Upselling 158

ChurnZero

MARCH 24, 2025

Using a CRM to manage your customer success workflows means that: The data is static and subjective, without any option to auto-update fields. If you dont have unified customer data, and a proper way to analyze and automate from it, then how can you expect to understand your customers experience and anticipate their needs?

Technology 52

Technology CRM Engineering Finance 52

Integrity Solutions

MARCH 11, 2025

Taking into account all of the factors that impact sales performance is critical, because this will, in turn, affect what you measure, how you approach sales training, how your sales managers coach their reps and your overall processes and strategy. It also helps create relationships across the account, not just with a single rep.

Sales 52

Sales Metrics CRM Coaching 52

ShepHyken

JULY 1, 2022

Data-Driven Customer Experience that Offers Personalized Service. This technique is used by many airlines to analyze data and offer personalized services such as best fare alerts or other extras that might be of interest to travelers. . Over time, the AR category is likely to account for a considerable revenue share.

Airlines 191

Airlines Upselling Customer Experience Chatbots 191

Totango

NOVEMBER 25, 2020

Customer 360 enables a complete look into the health of all your customers by aggregating important data into one central location. Customer 360 creates a holistic view of client health by pulling from a variety of data sources. Amongst these different data sources, Customer 360 accesses: Support tickets . Financial data.

CRM 112

CRM Upselling Metrics Accountability 112

ProProfs Blog

DECEMBER 4, 2020

A great example of this is how Netflix is combining customer service and product promotions with its social accounts. The marketing team can do thorough audience research using tools like Google Analytics and social media analytics to compile data on existing customers and social audience such as: Age. Netflix and chill? No, really.

Marketing 147

Marketing Customer Service Upselling Customer Support 147

Totango

APRIL 2, 2019

This is also a good time to add upsells to accounts that have high customer health scores. Health scores indicate which customers may be receptive to cross-sell or upsell offers and which ones might require extra attention from your success team. Or, your data may reveal patterns. Gather Feedback.

Journey mapping 110

Journey mapping Upselling Accountability Feedback 110

ChurnZero

NOVEMBER 26, 2024

Key performance indicators (KPIs) / objectives and key results (OKRs) they will be evaluated on, such as adoption, retention, upsell or cross sell, customer success qualified leads. Utilize data-driven insights and customer feedback to develop innovative solutions and drive product improvements.

SaaS 52

SaaS Upselling Enterprise industry standards 52

Totango

JULY 5, 2022

Monitoring this important information allows you to make informed, data-driven decisions, and to evaluate how customer behaviors and interactions align with your business priorities and make adjustments as needed. . Make the Most of Upsell Opportunities. Engage Your Customers. They are a function of the overall customer experience.

Upselling 104

Upselling Best practices Accountability CRM 104

Totango

NOVEMBER 23, 2021

This is because CRM tools are designed to manage customer relationship data, not customer success outcomes. They can store customer contact data, identify sales opportunities, schedule sales appointments, record notes from sales meetings and manage sales teams. You’re Not Collecting Enough Data to Manage Customer Interactions.

Upselling 98

Upselling CRM Revenue potential Feedback 98

Totango

AUGUST 11, 2021

AI increases the efficiency of automation by allowing you to monitor customer data and trigger workflows when specific criteria are met. For example, your digital data may indicate that a particular support issue is encountered frequently by customers in the onboarding stage.

Best practices 118

Best practices Customer Experience Upselling Interactive Voice Response 118

TeamSupport

DECEMBER 7, 2020

On the other hand, when 70% or more of revenue comes from existing customers 1 , you must pay close attention to indicators that a customer might be increasing seats or adding user groups to ensure you don’t miss a valuable upsell opportunity. Upselling Other Products or Add-Ons. First, let’s look at potential for growth.

Customer Support 98

Customer Support Upselling B2B Sales 98

Callminer

SEPTEMBER 14, 2020

They serve as a bridge between IT and other business functions, making data-driven recommendations that meet business requirements and improve processes while optimizing costs. Business analysts must own the call tracking systems and actively leverage data to tune the call center policies and procedures. Andrew Tillery. MAPCommInc.

Call Center 182

Call Center Analytics First call resolution Metrics 182

Totango

FEBRUARY 13, 2024

With TrustRadius’ 2024 Most Loved Award in hand, Totango is proud to showcase how it is at the forefront of providing data-driven customer insights, helping companies across the globe prevent churn, increase revenue growth, and boost team efficiency. We love data-driven insights,” he says. “We Totango has proven to be a game changer.”

Upselling 112

Upselling SaaS Accountability Enterprise 112

Totango

MAY 7, 2024

If you’d like to see more data around the top priorities and challenges for CS and Sales leaders this year, check out our report. By our math, that means nine out of 10 revenue-accountable leaders need a hand getting on the same page as their fellow go-to-market (GTM) counterparts. Use your words Talk to each other!

Sales 103

Sales Upselling Metrics Accountability 103

Totango

AUGUST 9, 2022

While customer segmentation predates digital technology, segmentation today relies heavily on digital databases and data analytics. Databases store customer data in organized categories for efficient retrieval and use. Data analytics allows stored information to be scanned for patterns that reflect useful business intelligence.

Best practices 106

Best practices B2B Journey mapping Upselling 106

Totango

MARCH 21, 2019

Success in these areas leads to a more successful renewal and upsell phase. Increase upsell opportunities. Figure out how long it takes to educate customers on your product, then strive to maintain this period across your accounts. Increase Upsell Opportunities. Establish a customer nurturance program.

Enterprise 89

Enterprise Upselling Education Accountability 89

Totango

AUGUST 16, 2022

Identifying customers in the market for upsell offers and referral invitations. For example, you can use automated monitoring of client accounts to track user adoption rates. Highly active customers and satisfied users may be open to renewing and purchasing upgrades or additional upsell products. Dunning Management: Profitwell.

Customer retention 106

Customer retention Upselling CRM SaaS 106

Totango

AUGUST 21, 2020

I would say our challenge isn’t with the actual tool, it would be with how data is presented across the SAP landscape that leads to 80% of the questions and support tickets. SC: Health scoring is a good example of this, however all of the data / KPI definitions can be a good example. What data is used?

Upselling 117

Upselling Accountability Metrics SaaS 117

Totango

MARCH 29, 2022

Customer success goes beyond just viewing and knowing data points about your customers, and checking in periodically. With the ability to analyze data signals for changes in real-time, consistent, personalized engagement is possible, no matter how large the organization.

Customer advocacy 101

Customer advocacy Upselling Accountability Sales 101

Beyond Philosophy

FEBRUARY 3, 2022

Framing this situation in terms of Naïve to Natural, a Naïve or Transactional company would start the operational process to get the customer serviced, probably by asking for an account number. With these data points in place, you can prove to your team and senior management that the soft and fluffy emotional stuff is working. .

Journey mapping 195

Journey mapping Customer centricity Consulting Consulting 195

Totango

DECEMBER 20, 2023

I felt fully supported by the Totango implementation, data, and support teams. All the while galvanizing internal collaboration across accounts and facilitating upsell/cross-sell opportunity and execution to grow our book of business. The onboarding experience was in-depth and thorough.

Enterprise 115

Enterprise Customer centricity Benchmark Upselling 115

CSM Magazine

FEBRUARY 5, 2025

Tasks such as order tracking, refund requests, or account updates are often completely handled by these virtual assistants, reducing wait times for customers. Using contextual data gathered by the AI, the handoff is smooth and ensures that customers don’t have to repeat themselvesa common frustration in traditional call centers.

Contact Center 52

Contact Center Chatbots Analytics Airlines 52