ClientSuccess

AUGUST 31, 2020

You’ve done your research, gone through the sales cycle, and made your decision. Implementing a new customer success platform for your CSMs and successfully onboarding your customers can set the stage for long-term, high-value account relationships, so it’s important to get it right. First of all, congratulations!

SaaS 105

SaaS Metrics Accountability Sales 105

aircall

JULY 25, 2022

The right technology and the right sales acumen will make your sales team unstoppable. We’ve got a lot of experience helping SDR managers understand their team’s performance through numbers, so we’ve short-listed the eight metrics our clients and partners (and our own sales teams!) 8 Essential Sales Call Metrics.

Metrics 62

Metrics Sales Management Accountability 62

ClientSuccess

FEBRUARY 1, 2021

After a whirlwind 2020, one of the biggest takeaways in the customer success space is that flexibility, visibility, and customer communication are the foundational keys for making any account be successful. Can we use this platform to manage customers throughout their entire account relationship? And finally, transparency.

Accountability 104

Accountability SaaS Education CRM 104

Integrity Solutions

JULY 31, 2024

Money and incentives matter, but they are only part of the sales retention story. In any business environment, retaining your best sales producers is a top priority. Importance Of Retaining Sales Talent How vulnerable is your organization to sales retention issues? The warning lights are flashing.

Sales 67

Sales Coaching Morale Surveys 67

Inbenta

MARCH 13, 2023

By ChatGPT’s estimates, that is equivalent to around 30 billion eBooks. For example, if a user wants to check their account balance or change purchasing details, the language model would be required to go beyond its original intention and be able to access account data, verify the user and accurately read off and / or act upon the request.

Chatbots 111

Chatbots Accountability Enterprise Marketing 111

ClientSuccess

FEBRUARY 8, 2021

Over the past few years, customer success teams have migrated off sales-focused CRM and project management platforms to solutions that are custom built from the ground-up for customer success teams to better manage customer accounts. eBook: How to Build and Scale a Customer Success Team.

APIs 98

APIs outsourcing CRM Accountability 98

Nicereply

APRIL 30, 2020

Be all ears to your customers and let them boost your sales because of your ace customer services. This can be a free eBook guide to your services or a discounted entry for your next webinar or just extra credits in their account. Your sales and service teams are aligned with homogenous information about customers.

Sales 69

Sales Customer Service Upselling CRM 69

CrazyCall

AUGUST 8, 2019

In this article we’ve decided to present you 20 call center metrics that will make it easier for you to gain powerful insights into the sales call performance and keep an eyeon your customer service efforts. That’s why we’ve neatly packed everything into an Ebook that you can download and get back to anytime you want and need.

Call Center 52

Call Center Metrics Abandon rate Management 52

ChurnZero

OCTOBER 26, 2018

Strategies for an Effective Partnership between Customer Success and Sales. The handoff of a new customer between Sales and Customer Success is a critical moment in the customer lifecycle. In this session, Abby Hammer and Casey Altieri from ChurnZero shared tips to clarify and strengthen your knowledge transfers from Sales to CS.

Sales 56

Sales Upselling Accountability Best practices 56

Talkdesk

APRIL 12, 2016

The past few years have seen significant advances in sales strategies and practices. TOPO Sales Summit 2016 examined many of the facets of a successful sales strategy. The Sales Development Track expanded on how high-growth companies can drive pipeline and revenue. About TOPO Sales Summit.

Sales 40

Sales Outbound sales call center software Accountability 40

JivoChat

OCTOBER 25, 2022

You will have to create an account on Google AdSense and follow the instructions to embed a code Google will provide you with. They offer partnerships with other companies and content creators where they promote a link to a product or service and gain a commission on the sales closed through the link. Sell Ebooks.

Advertising 75

Advertising Sales Marketing Best practices 75

ClientSuccess

MARCH 8, 2021

From upsell inquiries from sales to feature testing requests from product to the all-consuming customer requests, it is a lot to deal with. During new sales conversations, many prospective accounts will ask to see some customer testimonials or even talk to customers themselves as references. Customer marketing is key.

Customer advocacy 92

Customer advocacy Upselling Marketing Sales 92

GetFeedback

DECEMBER 21, 2018

Great customer experience is a major competitive advantage that drives new sales—and it’s predicted to overtake price and product as the primary brand differentiator for B2B sales by 2020. 9 out of 10 consumers value when a business knows their account history and current activities with that company. New Voice Media ).

Customer retention 156

Customer retention B2B Surveys B2C 156

Talkdesk

APRIL 14, 2016

Every sales organizations is looking for the secret to improving their effectiveness and their revenue along with it. The Sales Effectiveness track at TOPO Sales Summit 2016 explored the plays and tactics that contribute to the effectiveness of the world’s top sales teams. About TOPO Sales Summit.

Sales 40

Sales Best practices Outbound sales call center software 40

ClientSuccess

AUGUST 3, 2020

Additionally, as customers move through the customer journey, a customer success platform provides visibility and accountability to customer success teams to ensure that nothing slips through the cracks in the process. Customer account plans can change a month or a year in the future. Is your customer success platform future-proof?

SaaS 81

SaaS Accountability Metrics Sales 81

ClientSuccess

SEPTEMBER 3, 2020

At Omniture, one of our Strategic CSMs in EMEA was assigned to a strategic account that was a Global Fortune 100 company. For most of the year, the CSMs counterpart on the sales side of our business was nowhere to be seen, only occasionally popping into the equation to see how things were going. And he was right. Base + Variable.

Management 111

Management Upselling Sales Accountability 111

ClientSuccess

JUNE 17, 2019

In today’s world of SaaS customer success, most CSMs and/or Account Managers are held to some sort of revenue goal. While some organizations have CSMs handle the entire upsell process, others bring in sales team members to help facilitate negotiating and contracts. This is what’s commonly known as joint account planning.

Accountability 42

Accountability Upselling SaaS Feedback 42

Comm100

MAY 19, 2020

Increase sales. Increased Sales. Studies have shown time and time again that live chat helps to increase sales – and companies are reaping the benefits. These numbers make one thing clear: live chat is effective in generating leads and making sales. Improve customer service and loyalty. Faster problem resolution.

Best practices 111

Best practices Sales Analytics Benchmark 111

Vonage

OCTOBER 22, 2015

A high proportion of businesses use their website’s homepage solely as a sales and marketing tool. CTI can also automatically retrieve all the information about an account, providing customers with a seamless experience and increasing agent productivity. So, which technologies can improve customer engagement and experience?

Technology 113

Technology Customer Service Gamification Wireless 113

Influitive

OCTOBER 26, 2015

Referrals are an important part of a healthy B2B sales pipeline. Then, for each new Google Apps for Work account activated using that link, the advocate receives $15 directly deposited to their bank account. According to LinkedIn, 84% of B2B decision makers start the buying process off with a referral.

B2B 94

B2B Customer advocacy Marketing Education 94

Kapta Customer Success

OCTOBER 2, 2017

The terms Key Account Management and Customer Success are often used interchangeably within organizations. Key Account Management Versus Customer Success. The goals of both Key Account Management and customer success are to retain and build relationships with customers. Relevant Industries. Customer Lifecycle.

Accountability 40

Accountability Management B2C Upselling 40

ClientSuccess

OCTOBER 2, 2019

We often hear the roles of Customer Success Manager (CSM) and Account Manager (AM) used interchangeably. The ultimate difference between a Customer Services Manager and an Account Manager is both in their area of concentration and how each target their customers. . Let’s talk about Account Managers first.

Accountability 47

Accountability Management Upselling SaaS 47

Talkdesk

APRIL 12, 2016

TOPO Sales Summit 2016 was a whirlwind of information, insights and debate. With two days of content, four tracks and 30+ sessions and workshops, TOPO Sales Summit 2016 really packed a punch. As a form of summary, we’ve compiled some of the most memorable quotes from TOPO Sales Summit 2016. Click to Tweet. Click to Tweet.

Sales 40

Sales Big data call center software Best practices 40

ClientSuccess

JANUARY 19, 2021

As a refresher, the customer journey is the complete picture of an entire customer account relationship. From the minute the account is handed off to a CSM from sales to their ongoing renewals or eventual termination, the customer journey encompasses every step of the processes and workflows along the way. Want to learn more?

Accountability 69

Accountability CRM Sales Management 69

ClientSuccess

DECEMBER 28, 2020

While CSMs and a customer success department may have ownership over the growth and sentiment of customer accounts, the health of customers is the true responsibility of an entire organization. eBook: How to Build and Scale a Customer Success Team. Establish customer success as a foundational value of your organization.

SaaS 88

SaaS Finance Customer centricity Metrics 88

ClientSuccess

FEBRUARY 8, 2023

In this blog post, we’ll explore three different ownership models that help define roles between sales and customer success teams when it comes to customer renewals. Model 1: Sales owns new logos, expansion and renewals In model one, the core sales team maintains ownership of all sales (or “commercial”) aspects of the relationship.

SaaS 71

SaaS Upselling Accountability Sales 71

ClientSuccess

MARCH 8, 2022

Sales cycles can be long and fraught and deserve to be applauded. But as more and more SaaS organizations realize, the actual value of a new customer isn’t tied to that initial sales number at all but spread out across the customer’s entire lifecycle at an organization. eBook: 3 Steps To Putting Your Customer First This Year.

Upselling 75

Upselling SaaS Sales Metrics 75

ClientSuccess

JANUARY 25, 2021

For most customer success departments, the internal department you work closest with and most often is definitely sales. This is all to say that while working closely with sales departments comes naturally to most CSMs, bringing in other departments – such as marketing – can sometimes leave both customers and internal teams wanting more.

Customer retention 81

Customer retention Marketing SaaS Accountability 81

ClientSuccess

APRIL 2, 2019

Establishing Your Sales to Customer Success Handoff Score. Essentially, the same grades a marketing team gives new prospects should line up perfectly with the opportunity scores from a sales team and the customer risk scores of a customer success team. How to Start Building Your Sales to Customer Success Handoff Score.

Sales 45

Sales Journey mapping Metrics Accountability 45

ClientSuccess

DECEMBER 21, 2021

After all, even if sales are through the roof, if customers aren’t satisfied, the business likely won’t last. Outcomes: during the sales cycle, customers will outline specific goals they are trying to achieve with your solution. eBook: ClientSuccess Ultimate Guide to Metrics. Did they achieve these outcomes?

Metrics 100

Metrics Upselling B2B SaaS 100

ClientSuccess

DECEMBER 12, 2022

While starting new employees on the desired model is straightforward, existing CSM team members are relying on their base salary, which should be taken into account when migrating them away from that structure. With this strategy in mind, we can incentivize sales and customer success teams to work together for mutual objectives.

Management 87

Management Sales Accountability Upselling 87