ShepHyken

JUNE 8, 2023

This week, we feature an article by Sage , an international company that helps organizations of all sizes with accounting, payroll, and payment solutions. It discusses customer experience gaps that hinder profitability and how to close them. Are you providing as good of a customer experience as you think you are?

Customer Experience 156

Customer Experience Upselling Accountability Feedback 156

ChurnZero

OCTOBER 16, 2020

Whether Customer Success or Sales should own the renewal, expansion, and upsell is a hot-button issue in today’s SaaS sphere. Their main arguments include: Humans are wired for reciprocity and Customer Success is best suited to make deposits and withdrawals from the “relationship account”. Enter the Sales Manager. You need specialists.

Upselling 98

Upselling SaaS Sales Accountability 98

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? Key components of account management.

Accountability 66

Accountability Management Upselling Education 66

ClientSuccess

OCTOBER 18, 2022

Managing customer accounts is no longer contained to spearheading implementation and being on call to help customers through issues. Here are four steps to ensure you and your CSM team nail your strategic customer meetings: Be prepared for anything. Before the meeting, provide an agenda to all participants to keep everyone on track.

Best practices 72

Best practices Upselling Coaching Accountability 72

ChurnZero

DECEMBER 7, 2023

With nearly 50% of their capacity spent on smaller accounts that accounted for around 10% of revenue, Smokeball ’s onboarding team felt overworked, and struggled to drive the most value during the onboarding process. Renewal / Expansion Hero: TruVideo Driving upsells and awareness with engaging in-app content. says Kevin.

Accountability 52

Accountability Upselling Sales Marketing 52

JustCall

FEBRUARY 28, 2020

Or, Are you looking for an Account Manager job description that can take you through your interview? Well, whether you yourself are going to take up the role of an Account Manager or you are looking out for hiring one. This blog post will give you a complete idea of an Account Manager job description.

Accountability 52

Accountability Management Finance Upselling 52

ShepHyken

DECEMBER 9, 2022

And how can you make sure that your customer journey meets or exceeds those expectations? . There are a few key ways to ensure that your customer journey meets or exceeds customer expectations. Brand expectations are the standards that your customers expect you to meet. Increased cross-selling and upselling opportunities .

Sales 315

Sales CRM Contact Center Customer retention 315

CustomerSuccessBox

DECEMBER 13, 2018

Upselling strategies can improve your upsell rate drastically, leading to the financial growth of the company. However, we need to start with the basics before we can learn about upselling strategies. What does Upsell exactly mean? Depending on your product, you may provide better features, more accounts, etc.

Upselling 40

Upselling SaaS Feedback B2B 40

Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different? Keeping Customer Goals in Mind.

Accountability 71

Accountability Management Upselling Enterprise 71

Pointillist

MARCH 22, 2018

JetBlue has in the past made as much as an additional $140million in revenue through its upsell program called ‘Even More Space.’. There are many such examples of B2C and B2B companies that are using upsell and cross-sell opportunities to generate profits. In this post, I take a detailed look at: What is upsell and cross-sell?

Upselling 71

Upselling Analytics B2B B2C 71

Kapta Customer Success

SEPTEMBER 19, 2024

Let's Talk Retention If you are part of an account management team you are probably hyperaware of how important retention is. It's more than a number; it's a narrative of how well we're meeting client needs and expectations.

Sales 59

Sales Upselling Accountability Metrics 59

Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different? Keeping Customer Goals in Mind.

Accountability 63

Accountability Management Upselling Enterprise 63

TechSee

JULY 17, 2018

Instead of entering his account details, confirming his bill amount, and then entering the 12 digits of his credit card, expiry date, 3-digit security code, and confirming multiple times – he can simply upload an image of the bill and credit card. For example, imagine that a customer would like to pay his electricity bill via the IVR.

Wait times 114

Wait times Interactive Voice Response Self service Call Center 114

Amity

AUGUST 30, 2018

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. This would be a short-sighted move since Customer Success and Account Management are distinguished by more than just a naming convention.

Accountability 67

Accountability Management Upselling SaaS 67

Amity

JANUARY 20, 2017

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. This would be a short-sighted move since Customer Success and Account Management are distinguished by more than just a naming convention.

Accountability 72

Accountability Management Upselling SaaS 72

SmartKarrot

DECEMBER 2, 2022

It is money earned after the original purchase and obtained through upselling, cross-selling , and renewals to your current clientele. Upselling is a sales strategy used to convince clients to buy a more costly, upgraded, or premium variant of the selected product/ service or other add-ons to close a larger deal. Cross-sell.

Upselling 21

Upselling Management SaaS Benchmark 21

Totango

AUGUST 13, 2024

“We hit 115% of our target across Totango + Catalyst in Q1 on our expansion number, and that was largely due to the CSMs and the focus they put in along with the work that we’re doing with our account executives. The partnership that we have is working.” The results?

Management 98

Management Best practices Consulting Consulting 98

Totango

JULY 5, 2022

Make the Most of Upsell Opportunities. Upsells are the result of the growth a customer has enjoyed because of your commitment to delivering lifetime value. By utilizing a customer success software, you will be able to have deeper insight into your customers’ businesses and recognize when upsell opportunities present themselves.

Upselling 101

Upselling CRM Best practices Accountability 101

ChurnZero

JUNE 15, 2023

Ethan: The biggest benefit, speaking from a CSM’s perspective, is being aware of your customers’ activity prior to meetings. CSMs should not be going into meetings completely blind about what their customers have been doing in the product. CS is just the most obvious example since CSMs meet with customers regularly.

Accountability 96

Accountability Upselling Analytics Metrics 96

Totango

JULY 1, 2022

In a B2B SaaS context, SaaS customer loyalty is expressed primarily through actions like subscription renewals, upsell purchases, referrals and product engagement. Other important loyalty metrics include subscription renewal rate , churn rate, upsell rate, and customer lifetime value.

B2B 110

B2B SaaS B2C Upselling 110

TeamSupport

JUNE 29, 2023

Companies must grasp, understand, and manage customer expectations effectively in order to deliver experiences that meet or exceed them. They present an opportunity to introduce upsells to products, add new features to products, include a subscription plan to further engage them. What’s The Benefit Of Focusing On Customer Satisfaction?

Upselling 97

Upselling Metrics Chatbots Customer Support 97

Call Design

JANUARY 21, 2021

During these calls, AI can suggest specific products for your agents to upsell to customers. Most of your customers will be on social media, and a lot of them are probably following your accounts. We work with you to integrate a solution that meets the needs of your business. Upgrade Old Technology. Social Media.

Upselling 167

Upselling Coaching Consulting Consulting 167

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

MAY 6, 2022

We’ll define customer health score, what metrics go into it, and what it tells you about customer accounts. An average result indicates that the customer relationship is strained, placing the account at risk of churn. Usage : How often do customers use their accounts, what features do they use, and how long per session?

Best practices 120

Best practices Upselling Metrics Journey mapping 120

Totango

DECEMBER 20, 2023

This index combines customer satisfaction with ease of use, ease of administration, meeting requirements, user adoption percentage, and the number of reviews received on G2. All the while galvanizing internal collaboration across accounts and facilitating upsell/cross-sell opportunity and execution to grow our book of business.

Enterprise 111

Enterprise Customer centricity Benchmark Upselling 111

Totango

SEPTEMBER 1, 2022

A Quarterly Business Review (QBR) in SaaS is a periodic meeting scheduled with a client every three months to assess performance and plan strategic adjustments. SaaS QBR meeting agendas[LINK] typically cover: A review of progress toward goals established during previous quarterly business reviews.

SaaS 100

SaaS Journey mapping Upselling Best practices 100

CSM Magazine

DECEMBER 13, 2023

Not Meeting Customers’ Expectations Meeting customer expectations is crucial for maintaining customer satisfaction and loyalty. Lack of Cross-Sell and Upsell Capabilities This gap involves using strategies that integrate sales opportunities into customer interactions. Recognize and reward exceptional performances.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

Totango

NOVEMBER 23, 2021

They can store customer contact data, identify sales opportunities, schedule sales appointments, record notes from sales meetings and manage sales teams. This, in turn, makes it difficult to intervene with customers who are at risk of churn, as well as challenging to spot upsell opportunities. Your Upsells Are Going Down.

Upselling 94

Upselling CRM Revenue potential Feedback 94

Totango

AUGUST 16, 2022

Then, we’ll offer some tips for using your customer retention management system to meet your customer success goals for each stage of your client’s lifecycle. 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.

Customer retention 102

Customer retention Upselling CRM SaaS 102

Totango

JULY 19, 2021

They should be quick to understand customer needs and how your product can meet them. . It’s a field that continues to mature and grow, as CS teams are increasingly responsible for helping companies meet revenue goals. If you only check in with customers weekly or monthly, one representative can handle many accounts. Onboarding.

Upselling 124

Upselling Feedback Surveys Customer advocacy 124

Horizon CX

FEBRUARY 29, 2024

Too often businesses treat customers with minimum effort which comes across as perfunctory— a superficial and routine interaction that lacks genuine care, empathy, or effort to meet the individual needs and expectations of customers. This can lead to higher turnover rates, decreased productivity, and a negative cycle of poor service.

Morale 52

Morale Customer centricity Upselling Feedback 52

Totango

SEPTEMBER 15, 2022

Identifying opportunities for upsells and referrals. Upsell deals : How many upsell offers did you close over a period? Green indicates that the account is doing well, suggesting the customer is a good candidate for an upsell or referral offer. Red indicates the account needs attention to prevent churn.

Metrics 96

Metrics Upselling SaaS Accountability 96

Nicereply

MARCH 16, 2022

Some treat Customer Experience as a synonym to Customer Success, others see Success and Support as part of the CX team, and still, others prefer it reports into Sales as a way to increase upsells and renewals. For example, a dedicated account manager and phone support for our highest value customers. What a fantastic model!

Sales 111

Sales Customer Experience Upselling Self service 111

Nicereply

NOVEMBER 19, 2020

Some leaders see it as a sales function focused on renewals and upsells. And some companies see it as account management, ensuring the customers’ business inquiries post-sale are handled with care. She found that two distinct roles within success were necessary to meet and exceed their customer demands.

Upselling 98

Upselling Accountability Sales Management 98

TMP Direct

JULY 11, 2024

TMP Direct’s proven full-function B2C/B2B sales teams are designed to meet this need, driving inbound, outbound, and online sales, signups, and test drives. Order Fulfillment and Account Management Efficient order fulfillment and account management are critical to maintaining customer satisfaction.

B2C 52

B2C B2B Sales Best practices 52

TMP Direct

JULY 11, 2024

TMP Direct’s proven full-function B2C/B2B sales teams are designed to meet this need, driving inbound, outbound, and online sales, signups, and test drives. Order Fulfillment and Account Management Efficient order fulfillment and account management are critical to maintaining customer satisfaction.

B2C 52

B2C B2B Sales Best practices 52

Quality Contact Solutions

AUGUST 20, 2021

The SOC 2 Type 1 and HIPAA certification report prepared by A-LIGN ASSURANCE, a leading cybersecurity and compliance professional services firm, affirms the company’s information security practices, policies, procedures, and operations meet the SOC 2 and HIPAA standards for security, availability, and confidentiality. “At

Call Center 98

Call Center Telemarketing outsourcing B2C 98