Outsource Consultants

FEBRUARY 25, 2025

These services go beyond traditional support, offering personalized interactions and leveraging advanced technologies to enhance the online shopping experience. They provide personalized interactions that can turn one-time buyers into repeat customers. 47% to 76% of consumers anticipate personalized interactions with brands.

Call Center 67

Call Center Sales outsourcing Technical Support 67

ChurnZero

SEPTEMBER 8, 2021

A year has gone by since the COVID-19 pandemic shuttered doors to in-person conferences, and the industry responded accordingly by converting most live events into virtual experiences. In response, some organizations have slatted in-person events for the tail end of 2021. . SaaStr Annual 2021 – September 27-29, 2021 San Mateo, CA.

Personalization 95

Personalization SaaS Upselling B2B 95

Callminer

FEBRUARY 23, 2021

Aligning sales and service helps customer service agents deliver more personalized customer experiences, which naturally leads to better business outcomes. 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

ChurnZero

JANUARY 31, 2025

But it doesnt know that this is a healthy customer whom you intend to upsell next quarter. The CSP should be doing things for you: writing emails, summarizing account histories things that are actionable. Soon, AI will become a background feature in playbooks, adding layers of personalization based on data in the CSP.

Upselling 97

Upselling Engineering Enterprise Marketing 97

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

CSM Magazine

MARCH 6, 2025

Offer Guest Checkout Dont force new customers to create an account to make a purchase. Step 4: Offer a Tailored Shopping Experience Personalization is a game changer when it comes to customer satisfaction. Share Your Brands Story Customers love brands with personality.

Abandon rate 52

Abandon rate Upselling Construction Feedback 52

Cincom

JANUARY 30, 2025

78% of customers expect more personalization in interactions than ever before. As we look forward to 2025 and beyond, the expectation for a hyper-personalized and seamless experience will only intensify: consequently, now is the time for you to focus on what matters the most customer experience. What are Customer Engagement Platforms?

Personalization 40

Personalization CRM Analytics Chatbots 40

Totango

APRIL 16, 2021

Personalized customer engagement promotes more active use of your product and stronger relationships with your brand. Personalization builds customer trust in your brand, strengthening your relationship. This lays the groundwork for subscription renewals and upsell opportunities. Why Use Personalized Customer Engagement?

Personalization 71

Personalization Upselling Benchmark SaaS 71

Interactions

APRIL 2, 2025

Next-Level Personalization Most IVAs can integrate with common CRMs, appointment systems, and inventory systems for personalization. The customer journey is optimized and personalized within whatever channel they choose, remembering customers and interactions across channels.

Self service 62

Self service Average Handle Time Upselling Contact Center 62

ShepHyken

MAY 25, 2018

Retention-focused companies are constantly monitoring churn risk with propensity models, then triggering service or retention outreach automatically, when it’s needed, with timely solutions, recommendations, offers, and personalized incentives. Select the next-best action for the person, and moment.

Call Center 185

Call Center Customer retention Advertising Upselling 185

Solvvy

JUNE 17, 2021

Personalization and automation seem to be diametrically opposed. Consumers expect a personalized experience, but they also expect immediacy and accurate responses that can only be achieved with automation. When it comes to automated, personalized support, reading subscription service Scribd knocks it out of the park.

Personalization 71

Personalization Customer Experience Chatbots Upselling 71

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

SharpenCX

FEBRUARY 24, 2023

A study by Walker found that 80% of consumers expected personalized customer service from businesses across all sectors – and they’re willing to pay more for it, too. In today’s digital age, you can no longer afford NOT to provide personalized experiences for your customers. Don’t forget about your agents.

Banking 76

Banking Personalization Customer Experience Chatbots 76

ShepHyken

JULY 1, 2022

Customer service in the travel industry begins when a person reveals an interest to explore and decides to travel. Data-Driven Customer Experience that Offers Personalized Service. Over time, the AR category is likely to account for a considerable revenue share. Ways to Improve Customer Experience in Travel Industry.

Airlines 193

Airlines Upselling Customer Experience Chatbots 193

CSM Magazine

JANUARY 28, 2025

For instance, a fitness equipment brand offering personalized workout plans and video demonstrations encourages long-term use of their products while building community trust. Boosts Retention and Loyalty When you provide ongoing education, you show customers that your relationship doesnt end at the point of sale.

Education 52

Education Upselling SaaS Self service 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

NOVEMBER 25, 2020

To prevent these churn-centered scenarios , organizations are increasingly turning to platforms like Totango to engage customers on a personalized level that their rivals can’t match. . With the context provided by these data sets, your enterprise can make informed decisions on how to engage with customers in a personal, proactive manner. .

CRM 112

CRM Upselling Metrics Accountability 112

Totango

JULY 5, 2022

Effective, personalized, digital communications help build and maintain connections with your customers that can weather any storm. Make the Most of Upsell Opportunities. 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.

Upselling 104

Upselling Best practices CRM Accountability 104

Totango

APRIL 2, 2019

In some cases, you may need to include high-touch or personal, live touch efforts. 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.

Journey mapping 110

Journey mapping Upselling Accountability Feedback 110

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

ProProfs Blog

DECEMBER 4, 2020

A great example of this is how Netflix is combining customer service and product promotions with its social accounts. That’s why you need a focused person/team to manage communication with your customers. That person or team should know how to deal with complaints and engagement posts at the same time. Netflix and chill?

Marketing 147

Marketing Customer Service Upselling Customer Support 147

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. Changing the habits of a person is one thing. They want to upsell, cross, sell, whatever. However, asking customers is not enough.

Journey mapping 195

Journey mapping Customer centricity Consulting Consulting 195

Totango

MAY 7, 2024

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. If CS doesn’t have commercial conversations with healthy customers, they’re not setting Sales up to re-enter the conversation and potentially upsell. Use your words Talk to each other!

Sales 103

Sales Upselling Metrics Accountability 103

ChurnZero

NOVEMBER 26, 2024

For your customer success job description’s primary and secondary requirements, consider including: The main duties and what is expected of the person in this role. 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

ProProfs Blog

SEPTEMBER 28, 2018

But what better way there is other than a website chat software to provide your customers a more humanized and personalized experience possible. The ‘chat’ should be responsive and done in the style, language, and tone of the customer – it should look and ‘feel’ personalized to that individual.

B2B 159

B2B Chatbots Upselling Interactive Voice Response 159

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

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

CCNG

OCTOBER 19, 2022

Oracle, 2022) The top three reasons a consumer would trust a brand are the quality of the product (66%), personal experience with the brand (53%), and consistency (32%). Zendesk, 2022) More than 70% of customers expect agents to have access to all information relevant to their account and query.

Customer Experience 195

Customer Experience Journey mapping Metrics Surveys 195

Babelforce

SEPTEMBER 8, 2021

This information is combined with touchpoints, customer goals, KPIs and team accountability. 2 Service personalization. Fact: you can’t personalize an experience you don’t understand. Journey mapping and service personalization fit together very neatly. 4 Better upselling. What are customer journey maps good for?

Journey mapping 98

Journey mapping Upselling Customer effort Personalization 98

CSM Magazine

FEBRUARY 5, 2025

Hybrid contact centers integrate advanced technology with skilled human agents to deliver faster, more efficient, and personalized support. A purely human-driven contact center can struggle to scale, while an entirely AI-driven support system may lack the personal touch needed to address complex inquiries.

Contact Center 52

Contact Center Chatbots Analytics Airlines 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 126

Upselling Feedback Surveys Customer advocacy 126

Totango

FEBRUARY 13, 2024

We use this information to improve customer success strategies, allowing us to better understand customers and deliver more personalized experiences.” At PowerToFly, customer success and account management teams must work together to support their clients—without overwhelming them. We love data-driven insights,” he says. “We

Upselling 112

Upselling SaaS Accountability Enterprise 112

Totango

FEBRUARY 7, 2019

Know your customer, personalize your communications, and proactively work toward a mutual journey of growth, and you’ll find your retention process becomes as reliable as a well-worn marriage. Personalize your messaging. Automate renewals and upsells. Personalize Your Messaging. Automate Renewals and Upsells.

Best practices 82

Best practices SaaS Customer retention Upselling 82

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

Totango

AUGUST 9, 2022

B2B customer segmentation gives you the power to customize your service and even personalize it for individual clients. This lets B2B businesses customize their operations for groups of customers with common characteristics or personalize them for individual clients. What Is B2B Customer Segmentation?

Best practices 106

Best practices B2B Journey mapping Upselling 106

Callminer

JUNE 3, 2019

It also removes the potential for any internal bias, offering both agents and managers the peace-of-mind they need to ensure they’re holding each other accountable. Depending on your organization’s preferences, this can then prompt your agent to make a specific offer, upsell where applicable, redirect the call, and more.

Best practices 140

Best practices Average Handle Time Coaching Analytics 140

TechSee

SEPTEMBER 24, 2019

If Customer Service has not yet resolved a customer’s issue, a planned upsell should be delayed. AI is quickly becoming a priority for companies to boost their CX at scale by providing customers with a consistent and memorable personalized experience. If Sam was a VIP once, he should be a VIP next time too.

Customer Experience 150

Customer Experience Self service Banking Analytics 150