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

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

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

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

Callminer

FEBRUARY 23, 2021

Throughout 2020, many new trends arose and call center solutions continued to evolve to meet fresh challenges in the space. In 2021, the flexibility to remain available to customers and meet their expectations becomes essential and will make it possible to stand out.

Call Center 376

Call Center Technology Banking Contact Center 376

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

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? Will the customer trust their customer success manager (CSM) if theyre more focused on dollars and cents than building a relationship with them?

Upselling 52

Upselling Sales Customer retention Consulting 52

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

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

Totango

AUGUST 14, 2020

We meet weekly on Fridays with our product and development leadership teams to walk through the stakeholder and customer feedback that we’ve collected for that week in Totango. Which then got our account teams, sales team, product teams, and support teams all excited and asking how to leverage Totango. As part of that we: .

Accountability 158

Accountability Feedback Sales Upselling 158

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

CustomerSuccessBox

APRIL 27, 2022

Upselling is crucial for any B2B SaaS business. So, having B2B SaaS upselling strategies is vital for your business growth. If yes, then it might be time to set the ball rolling for an ‘Upsell’ conversation. Putting an upsell plan in place, knowing the strategies, etc. Why are B2B SaaS upselling strategies important?

Upselling 52

Upselling B2B SaaS Feedback 52

Integrity Solutions

MARCH 11, 2025

Last year, Salesforce reported 67% of sales reps surveyed didn’t expect to meet their quota, and 84% missed it the previous year. It also helps create relationships across the account, not just with a single rep. Quota Attainment – How well sales reps meet their assigned targets. What is a Performance Dashboard?

Sales 52

Sales Metrics CRM Coaching 52

CCNG

APRIL 27, 2022

I thought about the warehouse full of employees that were waiting to ship out orders the contact center teams took, and I thought about the dozens of account managers that were depending on the contact center teams to sell products and make their clients happy. I did the same thing with the account managers and clients.

CCNG 195

CCNG Contact Center Scripts Feedback 195

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 124

Best practices Upselling Journey mapping Metrics 124

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 126

Upselling Feedback Customer advocacy Surveys 126

ChurnZero

MARCH 24, 2025

Spreadsheets, meetings, manual tasks, emails… without standardized processes, how can you maintain an optimal level of service? Without the proactive edge of a customer success platform, CSMs will miss: Usage drops for high-value accounts. Meetings or calls with that hard-to-reach customer. Upsell opportunities.

Technology 52

Technology CRM Engineering Finance 52

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 114

B2B SaaS B2C Upselling 114

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 104

Upselling CRM Best practices Accountability 104

ShepHyken

DECEMBER 7, 2023

So, what happens when these two imperatives—customer experience and sustainability—meet? This is noteworthy because energy costs can account for 5-20% of a call center’s operating expenses. Environmental Protection Agency notes that the transportation sector accounts for about 29% of total U.S. greenhouse gas emissions.

Call Center 158

Call Center Transportation Upselling Education 158

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. Monitor account health, identify upsell opportunities, and collaborate with cross-functional teams to deliver exceptional customer experiences.

SaaS 52

SaaS Upselling Enterprise industry standards 52

Totango

NOVEMBER 25, 2020

Number of Accounts. Accounts with Open High Priority Tickets. Account Coverage. Equipped with this knowledge, CS teams can create more opportunities for upsells/expansions, as well as reduce churn rates. . Difficult to share data in context with the team without needing a meeting. Here are just a few examples: .

CRM 112

CRM Upselling Metrics Accountability 112

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

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. Improving the quality of your customer experience promotes higher satisfaction and retention rates.

Best practices 118

Best practices Customer Experience Upselling Interactive Voice Response 118

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

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 104

SaaS Journey mapping Upselling Best practices 104

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 98

Upselling CRM Revenue potential Feedback 98

CustomerSuccessBox

MARCH 18, 2020

In a world where work from home is fast becoming the norm, Customer Success Managers have always faced this dilemma – to travel or not to travel to meet their customers. So, when the time comes for that renewal or upsell, you have built the relation to bring it up without any awkwardness. There is no black and white answer.

Management 115

Management SaaS Upselling Accountability 115

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 106

Customer retention Upselling CRM SaaS 106

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

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 B2C outsourcing 98

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

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 115

Enterprise Customer centricity Benchmark Upselling 115

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 101

Management Best practices Consulting Consulting 101

ChurnZero

JANUARY 9, 2025

Companies that do not map customer journeys lose 15-20% of potential revenue growth as they fail to identify and act on conversion and upselling opportunities. here is a guide for three areas to focus on as your go-to-market teams map the customer experience and hold each other accountable for its successful execution.

Journey mapping 52

Journey mapping Marketing Upselling Education 52

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

Totango

DECEMBER 3, 2021

Totango offers two ways to calculate and track customer health: Account Health and Multidimensional Health. Account Health . Account Health focuses on a customer’s health score, which takes multiple dimensions of customer data metrics and classifies them into a single representation of green, yellow, or red.

Metrics 99

Metrics Accountability Upselling Enterprise 99