CSM Practice

JULY 6, 2020

SaaS companies are now turning to their customer success teams as client health , retention, and expansion of accounts become new priorities. As customers only buy what they need, they also hold suppliers accountable for higher standards. Upsells is a basic form of account expansion. 3. Changing Customer Priorities.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

SaaS companies are now turning to their customer success teams as client health , retention, and expansion of accounts become new priorities. As customers only buy what they need, they also hold suppliers accountable for higher standards. Upsells is a basic form of account expansion. 3. Changing Customer Priorities.

SaaS 71

SaaS Upselling Accountability Sales 71

Amity

SEPTEMBER 5, 2018

Let your Technical Support Specialists handle actual technical issues. Align your Customer Success team with the Sales organization – As you build your Customer Success team understand how you will manage customers based on the account size and level of importance.

Technical Support 80

Technical Support Upselling Accountability SaaS 80

Vcaretec

JUNE 6, 2022

Retailers also may have attrition during the season, likely around 15%, and that needs to be accounted for during the interview phase. Customer support representatives need to also have support, in the form of human resources, IT, and care analysts ready to on-board, offer technical support, and monitor your care analytics.

Customer Care 97

Customer Care Technical Support Upselling Analytics 97

Quality Contact Solutions

JUNE 12, 2020

By Nathan Teahon, Strategic Account Manager. Quality Contact Solutions has years of high-quality inbound call handling experience , including Inbound Sales, Upselling, Customer Service, and Technical Support. Nathan Teahon is a Strategic Account Manager for Quality Contact Solutions.

outsourcing 89

outsourcing Call Center Telemarketing Inbound sales 89

SmartAction

OCTOBER 25, 2023

Missed Opportunities: Beyond immediate customer dissatisfaction, the underinvestment in the voice channel meant missed opportunities for upselling, gathering valuable insights and building stronger customer relationships. Subsequently, selecting one option might lead to a submenu with even more choices.

Interactive Voice Response 91

Interactive Voice Response Customer Service Virtual Agent Self service 91

JustCall

APRIL 4, 2023

Upselling and cross-selling : Unknown to many, inbound call center agents are also responsible for identifying opportunities to upsell and cross-sell products and services to customers, increasing revenue and promoting customer loyalty. This includes key product details, service offerings, pricing, and other relevant information.

Call Center 52

Call Center call center software Upselling Scripts 52

Amity

JULY 25, 2016

Let your Technical Support Specialists handle actual technical issues. Align your Customer Success team with the Sales organization – As you build your Customer Success team understand how you will manage customers based on the account size and level of importance.

Technical Support 59

Technical Support Upselling Accountability SaaS 59

ChurnZero

JANUARY 26, 2021

From technical support to renewals and upselling, this role might be one of the most confusing and misunderstood jobs in all of tech. . Finally, because this is a customer-facing tool, we won’t be using it to document internal strategies for engaging and growing a customer account. Executive Sponsor: .

Management 98

Management Chief Customer Officer Upselling SaaS 98

SmartKarrot

MARCH 20, 2023

Customer Success Manager, you’ll control the strategic and enterprise accounts’ post-sales customer experiences, including onboarding, product adoption, customer relationships & advocacy, renewal/expansion, and so on. creating and carrying out chances for upselling and expansion. expansion of brand-new goods.

Upselling 19

Upselling Enterprise Technical Support Finance 19

ChurnZero

MARCH 31, 2022

tech ops, AWS, technical support). In some ways, I just delegate this to accounting because it’s a generally accepted accounting principle (GAAP) and, while I’m interested in how they do it, ultimately, you’re just taking it right off the profit and loss (P&L). At the first order, exclude reasons.

SaaS 98

SaaS Metrics Accountability Technical Support 98

SmartKarrot

NOVEMBER 14, 2022

As a Director of Customer Success, you will create efficient processes for managing all pre- post-sales technical support; including phone & e-mail support, lab-based troubleshooting, knowledge database, and interface with CRM. Grow accounts in their book of business. Aid clients in achieving their goals.

Technical Support 19

Technical Support Customer advocacy Engineering Upselling 19

TechSee

MARCH 7, 2019

For every customer episode – paying a bill, getting technical support with activating a device, etc. These VEA would enable agents to identify and resolve issues more quickly, while allowing them to engage on a more personal basis with the customer, with obvious benefits in terms of loyalty and upsells.

Gamification 104

Gamification Contact Center Agent Empowerment Self service 104

SmartKarrot

JUNE 9, 2022

Create accountability across customer-facing teams by developing appropriate metrics and coordinating compensation and promotions with these metrics. Work with the Sales Director to drive ARR growth through upsell, cross-sell and price increases. Provide technical support for customers.

Upselling 19

Upselling Engineering Technical Support Metrics 19

Amity

MARCH 3, 2014

Let your Technical Support Specialists handle actual technical issues. Align your Customer Success team with the Sales organization – As you build your Customer Success team understand how you will manage customers based on the account size and level of importance.

Technical Support 57

Technical Support SaaS Upselling Accountability 57

CustomerSuccessBox

NOVEMBER 2, 2021

This is also the preferred method for high-priority accounts. Complete Account Information : Customer company name, the industry they are in, product-market fit, company size, and contract information. But with how tricky the danger zone is, you will find CSMs grasping at straws during account handovers.

Sales 52

Sales Upselling Engineering Customer retention 52

ChurnZero

JUNE 26, 2020

Additional fees for license types, implementation, training, and technical support can lead to unintentional price mix-ups and underestimates. Do they support lite or read-only licenses? What is the amount of active accounts we expect to manage in our Customer Success platform? If so, how many do we need? If so, how much?

Technical Support 98

Technical Support Accountability Upselling Sales 98

Global Response

MAY 1, 2023

Some services that may be offered by inbound call centers are: customer service and support full-service help desk multilingual support technical support order taking appointment setting customer chat and multichannel support omnichannel support Almost every company who sells a service or a product will need some support for inbound calls.

Call Center 62

Call Center Multichannel virtual call center outsourcing 62

ProProfs Blog

SEPTEMBER 28, 2018

Is C-3PO going to be able to upsell a customer on another product/service your company makes because of his positive interactions with them? Increased Sales: Chat not only keeps consumers from abandoning online shopping carts and order forms, but it can also be an upselling and cross-selling tool. Definitely not. Tweet this.

B2B 159

B2B Chatbots Upselling Interactive Voice Response 159

NobelBiz

MAY 25, 2023

Increased Revenue Opportunities CDPs can increase revenue opportunities for call centers by providing more accurate and detailed customer profiles, which can help businesses identify new sales and upsell opportunities. In addition to their past performance, inquire about the vendor’s ongoing support services.

call center software 98

call center software Call Center APIs Contact Center 98

ChurnZero

OCTOBER 20, 2020

The types of services can be one time (for e.g. implementation, training, workshop) or can be ongoing (for e.g. ongoing training program, technical support services). I wanted to share some tips on successfully transitioning from a services-based organization to a core Customer Success offering, with services as an upsell opportunity.

Journey mapping 52

Journey mapping Calibration Upselling Consulting 52

SmartKarrot

JUNE 1, 2023

To find value-added solutions and upsell chances, define the goals, problems, and needs of the customers. Account administration, billing questions, reservation help, gift card issues, product assistance, and sales information are just a few of the responsibilities you’ll be expected to handle.

Technical Support 19

Technical Support Upselling Feedback Sales 19

Amity

JULY 18, 2016

Here are a few things to take into consideration when building your CSM team: Look to balance the combined skills of your team around 3 pillars: 1) account management, 2) technical consulting or technical support and 3) project/program management. Ability to look for and enable upsell growth opportunity.

SaaS 66

SaaS Metrics Accountability Technical Support 66

SmartKarrot

NOVEMBER 22, 2021

Maintaining records for client accounts. Collaborating with a variety of different departments to better serve the clients’ needs, such as the accounting and marketing departments. Provide high-level technical support to customers and collaborate with Support to escalate and resolve complex customer issues.

Real estate 19

Real estate Technical Support Consulting Consulting 19

SmartKarrot

MAY 27, 2022

Maintain a balanced proactive/reactive relationship with your assigned accounts. Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Dedicated duties include account monitoring, regular check-ins, and relationship building. Apply here: [link].

Technical Support 19

Technical Support Upselling Accountability Engineering 19

CustomerSuccessBox

JANUARY 18, 2022

Distinguishing accounts based on value and revenue growth allows you to engage them better and keep them satisfied. From this list, you can have your customer success or technical support team create an article that addresses these questions. Amidst this chaos, Wisr’s first step was also segmentation.

Self service 52

Self service Enterprise Analytics Technical Support 52

SmartKarrot

FEBRUARY 21, 2023

Expand the support organisation to offer worldwide, cross-product line, and multi-channel product assistance. commercial expertise in upselling and/or renewals. Find reference and upsell chances, and you’ll be in charge of the account’s expansion and satisfaction.

Upselling 19

Upselling Technical Support SaaS Consulting 19

SmartKarrot

APRIL 22, 2022

Role: Client Success Director – Public Sector Location: Owings Mills, MD, US Organization: CareFirst BlueCross BlueShield As a Client Success Director, you will manage and develop a set of assigned accounts to increase productivity and sales of company products. Taking responsibility for contract renewal and upselling.

Technical Support 19

Technical Support Upselling Coaching Accountability 19

SmartKarrot

DECEMBER 3, 2021

Identify opportunities and lead upsell/cross-sell deals from start to finish. Analyze key account statistics and performance metrics to identify pain points and educate clients to drive campaign improvement. Liaise with supporting teams (technical support, professional services, billing, and more) on behalf of the clients.

Customer advocacy 19

Customer advocacy Education Technical Support Finance 19

Amity

JULY 18, 2016

Here are a few things to take into consideration when building your CSM team: Look to balance the combined skills of your team around 3 pillars: 1) account management, 2) technical consulting or technical support and 3) project/program management. Ability to look for and enable upsell growth opportunity.

SaaS 48

SaaS Metrics Accountability Technical Support 48

Amity

JULY 18, 2016

Here are a few things to take into consideration when building your CSM team: Look to balance the combined skills of your team around 3 pillars: 1) account management, 2) technical consulting or technical support and 3) project/program management. Ability to look for and enable upsell growth opportunity.

SaaS 48

SaaS Metrics Accountability Technical Support 48

Amity

JULY 18, 2016

Here are a few things to take into consideration when building your CSM team: Look to balance the combined skills of your team around 3 pillars: 1) account management, 2) technical consulting or technical support and 3) project/program management. Ability to look for and enable upsell growth opportunity.

SaaS 48

SaaS Metrics Accountability Technical Support 48

Amity

JULY 18, 2016

Here are a few things to take into consideration when building your CSM team: Look to balance the combined skills of your team around 3 pillars: 1) account management, 2) technical consulting or technical support and 3) project/program management. Ability to look for and enable upsell growth opportunity.

SaaS 48

SaaS Metrics Accountability Technical Support 48

Lumoa

APRIL 28, 2024

You can even find opportunities for cross-selling, upselling, or personalized promotions by using real-time insights and trends generated by AI. Its comprehensive features come with a complexity and price point that may necessitate additional technical support or resources.

Feedback 78

Feedback Consulting Consulting Enterprise 78

SmartKarrot

JUNE 3, 2021

Role: VP of Customer Experience Location: New York, United States Organization: Airtame As a VP of Customer Experience, you will hire, engage and retain top talent for the Customer Success, Technical Support, and Sales Engineering teams. Being on the lookout to spot and identify and/or upsell opportunities.

Technical Support 10

Technical Support Upselling Engineering Accountability 10

SmartKarrot

FEBRUARY 4, 2021

Develop and implement tailored and proactive customer programs that provide continued value to the customer and drive long-term account growth. Maintain a regular cadence with accounts and key stakeholders to identify churn risk to work proactively to eliminate risk factors. Maintain product expertise across the Matterport solution.

Technical Support 10

Technical Support Upselling Consulting Consulting 10

Amity

MARCH 19, 2014

Look to balance the combined skills of your team around 3 pillars: 1) account management, 2) technical consulting or technical support and 3) project/program management. – Ability to look for and enable upsell growth opportunity. Account priority & levels segmentation. – Change Agent.

SaaS 54

SaaS Metrics Accountability Technical Support 54