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. Whether that revenue comes from an upsell, cross-sell, expansion, or something else, it’s still new revenue attributed to the customer. This is what’s commonly known as joint account planning.

Accountability 42

Accountability Upselling SaaS Feedback 42

Totango

AUGUST 9, 2022

This lets B2B businesses customize their operations for groups of customers with common characteristics or personalize them for individual clients. Research and development : Market research segmentation lets you develop products and services geared toward the needs of specific groups within your customer base.

Best practices 103

Best practices B2B Journey mapping Upselling 103

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

Totango

AUGUST 14, 2020

Lucid bridges the gap between global questions and human answers by connecting buyers and sellers in one central location for survey sample groups. Which then got our account teams, sales team, product teams, and support teams all excited and asking how to leverage Totango. But what we wanted to do was really highlight the impact.

Accountability 157

Accountability Feedback Sales Upselling 157

Education Services Group

JULY 28, 2019

You wouldn’t ask your accountant for help with child care. It makes sense that we divide our customers and prospects into various groups based upon their specific needs or shared characteristics. Value-Based – uses a customer’s economic value to group others with the same value level.

Accountability 40

Accountability Journey mapping Marketing Upselling 40

Quality Contact Solutions

MAY 13, 2021

Upselling to current customers has proven to be a productive and efficient way to increase the account and order size because an existing customer is the best prospect. This group of customers used to be loyal — why did they leave, and how has that impacted revenue? Chances are a fair amount. Prospecting.

Telemarketing 92

Telemarketing Healthcare outsourcing Upselling 92

CustomerSuccessBox

JUNE 5, 2019

A SaaS customer goes through acquisition, onboarding, retention, and upsell. Ultimately, you have to identify unmet needs so that you can upsell / cross-sell. At each stage, you need some kind of a health score to evaluate the status of the account and decide how you would engage with the account to take it ahead in the journey.

Best practices 89

Best practices SaaS Accountability B2B 89

Influitive

MAY 12, 2016

That’s one reason why account-based marketing has become a popular strategy in recent years. Instead of “spraying and praying” broad marketing messages, ABM requires brands spend time crafting ultra-personalized campaigns targeted at specific accounts. Learn how to make your account-based marketing more effective with advocacy.

Accountability 61

Accountability Marketing B2B Customer advocacy 61

Fonolo

OCTOBER 4, 2022

A skills-based call routing phone system will take several different factors into account when deciding where to queue a call, including the number that was dialed, the caller’s account details, and selections made by the customer in the IVR. Then, group any relevant skill sets together. How does intelligent call routing work?

First call resolution 87

First call resolution Contact Center Interactive Voice Response Wait times 87

ChurnZero

OCTOBER 26, 2021

When you separate your customers into distinct groups, you can get an accurate assessment of your customers’ needs and how you can best meet them. Customer segmentation is the use of shared characteristics to divide customers into groups, based on similarities, in order to deliver your products and services more effectively.

SaaS 96

SaaS Revenue potential Upselling Accountability 96

TeamSupport

MARCH 3, 2021

1 That’s according to research by the Service Excellence Group (ServieXRG). Proactive customer engagement accounts for more than a quarter (28%) of Support interactions and grew by 14% from 2019 to 2020. The largest drivers were new customers, higher user adoption of product features, and more proactive outreach by Support.

B2B 98

B2B Upselling Customer retention Customer Support 98

JustCall

JANUARY 23, 2024

It consolidates all incoming messages from your business accounts into a single interface. It can show chats, emails, DMs, and even comments from the linked social accounts. You will not need to alternate between different accounts and chat threads. With tagging features, you can easily group messages of similar queries.

APIs 52

APIs Upselling Accountability Analytics 52

ChurnZero

JUNE 15, 2023

It’s also unreasonable to ask a CSM to review a customer’s entire account every single time they have an upcoming interaction to figure out what’s changed since the last time they talked. This can result in field mis-mapping and the creation of duplicate accounts or contacts. Spotting usage trends within accounts.

Accountability 96

Accountability Upselling Analytics Metrics 96

Totango

AUGUST 11, 2021

For example, if data indicates that a customer has not completed their account profile, a workflow can be triggered which sends the customer a reminder and a link to a tutorial on how to finish their profile. Incorporate Personalization.

Best practices 118

Best practices Customer Experience Upselling Interactive Voice Response 118

Quality Contact Solutions

MARCH 11, 2021

Cross-sells & Upsells: Do you have a group of accounts that your team cannot make contact with consistently? QCS offers to upsell and cross-sell telemarketing service programs designed to engage your customers and grow the value of their account.

Telemarketing 98

Telemarketing Sales Upselling outsourcing 98

ClientSuccess

MARCH 8, 2022

This includes the initial sales value, upsells or expansion deals, ad hoc change orders throughout the partnership, and renewal value. Some organizations also group tangential revenue into this total CLV by including things like referrals, sales attributed to marketing efforts, and other initiatives. are managed in some part by CSMs.

Upselling 75

Upselling SaaS Sales Metrics 75

Totango

OCTOBER 25, 2022

CSMs may be divided into groups based on segmentation factors such as customer types, customer income levels, or geographical regions. Customer-facing CSMs who interact directly with customers and supervise customer accounts. Account Managers : These are CSMs assigned to individual customer accounts.

Best practices 97

Best practices Chief Customer Officer Customer centricity Sales 97

ShepHyken

SEPTEMBER 20, 2019

A stand-alone customer support group can’t handle 100% of the issues they receive in the B2B industry. Customer Success / Account Management – Outside of support, this team interacts with customers the most frequently. Johnson who writes about the importance of cross-team collaboration when providing B2B customer support. .

B2B 283

B2B Customer Support CRM B2C 283

inSided

OCTOBER 1, 2022

For example, customers will get a QBR, a sales-to-CS handoff, an invitation to the next product beta group, and more. Early adopter feedback groups: For major releases, CS teams nominate customers to join and directly develop with them in a private group. Often, there’s no one unified tech stack or digital experience.

Upselling 52

Upselling Accountability Sales outsourcing 52

ChurnZero

DECEMBER 1, 2023

Customer expansion: identify opportunities for upsells and cross-sells. What’s the difference between customer success, customer support, account management, and professional services? Understand the unique roles of customer success compared to customer support, account management, and professional services.

SaaS 52

SaaS Customer advocacy Journey mapping Customer centricity 52

Totango

JULY 19, 2021

If you only check in with customers weekly or monthly, one representative can handle many accounts. According to Totango’s survey, 26% of respondents stated that the typical CSM at their companies managed between 51-100 accounts, while 17% of respondents stated that their CSMs managed more than 200 accounts! Onboarding.

Upselling 124

Upselling Feedback Surveys Customer advocacy 124

Totango

JUNE 17, 2021

This criteria segments customers based on how many licenses an account is utilizing out of the total number available, an important engagement metric. This can help indicate whether an account is tending toward churn or renewal and what corresponding action should be taken. Account Status. Active Users. Customer Health Score.

B2B 71

B2B Journey mapping Accountability Sales 71

ChurnZero

JULY 9, 2024

CSMs’ roles have also changed, with technical CSMs assuming commercial responsibilities that used to be the domain of account managers. Second , hold CSMs accountable for managing their focus and using available resources. 59% of this group listed burnout as a factor.

Coaching 98

Coaching Upselling Management Accountability 98

Solvvy

JUNE 17, 2021

Differentiate Support Needs Based on User Group. Your business’ platform may exist for many user groups with significantly different problems. Solvvy Workflows and persona-based routing bridges the gap and allows for customizable, personalized solutions to be delivered to users based on their defined group. .

Personalization 71

Personalization Customer Experience Chatbots Upselling 71

CustomerSuccessBox

JULY 1, 2022

High-touch : This approach entails regular, one-on-one support from a committed Customer Success Manager who may be handling this account as their exclusive responsibility. For instance, performing business reviews typically enhances upsell sales. Lagging indicators show patterns as well. Additional Resource: Net Promoter Score Guide.

SaaS 52

SaaS Upselling Metrics Accountability 52

Quality Contact Solutions

FEBRUARY 23, 2023

Upselling The health care industry uses outbound telemarketing services to call existing customers and offer additional solutions. Upselling to current customers has proven to be a productive and efficient way to increase the account and order size, because an existing customer is the best prospect. Why did they leave?

Telemarketing 52

Telemarketing outsourcing Upselling Sales 52

SmartKarrot

AUGUST 31, 2023

While every company intends to grab more business from existing clients, the key account management playbook can help streamline these efforts. What is Key Account Management? Key account management is the practice of looking after the essential customers who contribute the highest to the company’s revenue and profits.

Accountability 10

Accountability Management Upselling Customer retention 10

Totango

JANUARY 9, 2020

Being mindful of your customers’ goals will help you identify upsell opportunities that offer them additional value. . That’s the ideal way to approach upsells: only pursue an upsell or cross-sell if it will genuinely benefit the customer. In our customer-centered economy, renewals are more important than ever.

Upselling 65

Upselling Best practices Accountability Personalization 65

ChurnZero

JULY 29, 2022

From there, they will be able to group customers based on their needs and develop a customer journey designed to meet those needs. Conversely, if a customer’s mastery of a solution indicates a potential for upselling, your teams can present expansion offers that are grounded in the customer’s realized value.

SaaS 98

SaaS Customer centricity Upselling B2B 98

ChurnZero

OCTOBER 1, 2022

The Q&A portion of the webinar dug into CSQLs deeper—covering the ideal time to roll out a CSQL model and the biggest pitfalls of its implementation—while also delving into whether CSMs should close upsells, and how to assign CSM books when they own expansion. Q: Should CSM roles close upsell deals? I have worked it as a CSM.

B2C 97

B2C Upselling B2B Accountability 97

SmartKarrot

MAY 12, 2023

In today’s highly competitive business landscape, managing and nurturing key accounts has become a critical aspect of organizational success. Key Account Management (KAM) is a strategic approach that focuses on developing long-term, mutually beneficial relationships with a select group of high-potential customers.

Accountability 10

Accountability Management Revenue potential Upselling 10

Totango

APRIL 16, 2021

This lays the groundwork for subscription renewals and upsell opportunities. Personalization helps you put this data to use to optimize your customer interactions for individual customers and groups of customers. Or you can email a segment of your list by name to extend an upsell offer based on purchase and usage history data.

Personalization 70

Personalization Upselling Benchmark SaaS 70

ChurnZero

OCTOBER 26, 2021

When you separate your customers into distinct groups, you can get an accurate assessment of your customers’ needs and how you can best meet them. Customer segmentation to divide customers into groups, based on similarities, in order to deliver your products and services more effectively. What Is customer segmentation ?

SaaS 52

SaaS Revenue potential Upselling Accountability 52

Totango

MAY 3, 2019

Plus, current customers are more likely to make major purchases or upsells. But the only way to cultivate this prized group is to form meaningful connections which increase customer engagement and loyalty. But do you have a following of customers who enjoy using and discussing your products as a group?

Enterprise 81

Enterprise Upselling Feedback Advertising 81

SmartKarrot

JULY 7, 2023

In today’s competitive business environment, no business can sustain itself without being mindful of critical aspects like Account White Space. In this write-up, we are going to introduce you to critical concepts like account white space, mining white space, farming white space, etc. What is Account White Space Analysis?

Accountability 10

Accountability Upselling B2B B2C 10

CustomerSuccessBox

FEBRUARY 2, 2022

Extra Resource: How to do Effective account transitions in Customer Success. Find out who is: in charge of the key accounts, in charge of the team’s culture, and the innovator who is in charge of developing new processes and propelling the company forward. Yet they are frequently taken into account.

Upselling 52

Upselling Education Accountability CRM 52

CustomerSuccessBox

MARCH 10, 2022

Automation provides you the sixth instinct and an additional hand to create more productive engagements across all your accounts. Alerts for new accounts. As soon as a new account is assigned, ensure sure the customer success manager is notified and is able to contact the customer right away to kick-start the relationship.

SaaS 52

SaaS Upselling Education Accountability 52