JivoChat

JULY 29, 2021

Automated, rules-based chatbots can increase conversion rates by 50% , so AI chatbots may be even more successful at moving website visitors through your sales funnel. With API for both the server side and client side, developers can create custom chatbots. Upselling functionality. Webhooks API. Multiple APis.

Chatbots 52

Chatbots Sales APIs Enterprise 52

Cincom

APRIL 15, 2025

Cloud APIs & Microservices Enable seamless integration between CRM, ERP, and marketing automation platforms, ensuring dynamic and contextual interactions. Core Functionality Stores customer records and manages sales pipelines. Sales teams can focus on high-value opportunities rather than chasing low-intent leads.

Customer Experience 40

Customer Experience Management Chatbots CRM 40

Comm100

OCTOBER 19, 2022

They can also be used to start conversations with visitors, qualify leads, upsell, or even get a prospective client to subscribe to your email newsletter. Chatbot marketing goes beyond getting people into your sales funnel. 10 Chatbot API. The last of the chatbot features we’ll cover is chatbot API. 7 Chatbot Marketing.

Chatbots 98

Chatbots APIs Analytics Upselling 98

CustomerSuccessBox

NOVEMBER 2, 2021

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Why are Sales to CS handoffs a tricky stage? The first step after a sale is successful is onboarding.

Sales 52

Sales Upselling Engineering Customer retention 52

ChurnZero

DECEMBER 29, 2020

Today, you’d be hard-pressed to find a high-velocity sales, marketing, or product team without a designated operations function. The SaaS Debate: Who Owns the Renewal and Upsell? Customer Success vs. Sales. Check out this post to see if you’re inadvertently sending subliminal negativity to your customers.

SaaS 98

SaaS Chief Customer Officer Upselling Metrics 98

JivoChat

FEBRUARY 24, 2021

So, how do you start generating more sales, or even your first sale? We asked 22 Shopify store founders and marketing experts to share their best tips for getting more Shopify sales in 2021. It’s relatively straightforward to set up your Facebook shop and start making sales. Add upsells and cross-sells at checkout.

Sales 59

Sales Advertising Marketing Upselling 59

Pointillist

SEPTEMBER 10, 2020

They orchestrate actions that help the customer achieve their overall goal (activating their new device) instead of annoying them by myopically pursuing the marketer’s goal on a particular web page (completing another upsell). As with campaign automation, RTIM often falls short for the customer. Unfortunately, many enterprises under deliver.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

OrecX

APRIL 3, 2018

Regardless of your scenario, the utility a full-featured call recording software system can bring to your business is significant in terms of customer satisfaction, compliance, risk mitigation and sales revenue. This grants you the ability to standardize on quality assurance, compliance protocols, sales reporting, etc.

Contact center software 66

Contact center software Upselling Analytics APIs 66

Pointillist

JULY 25, 2018

What are the quantitative business goals that will influence the journey analytics project e.g., churn, retention, acquisition, cross-sell, upsell, purchase, rate of renewal etc.? Upsell and Cross-sell Revenue Growth. 5 essential steps to find upsell and cross-sell opportunities with journey analytics ]. Outbound Sales Call.

Analytics 93

Analytics Government Metrics Upselling 93

Cincom

FEBRUARY 25, 2025

In 2025, sales cycles are more challenging than ever. Breaking Down the CPQ Process Flow: Step-by-Step Guide CPQ software streamlines sales by automating product selection, pricing, and quote generation. This prevents sales reps from offering incompatible options, incorrect specifications, or unavailable features.

Sales 40

Sales CRM Upselling Best practices 40

Solvvy

JUNE 17, 2021

Automation and personalization also serve an important role in retention, sales enablement, and upsell opportunities. Armed with this information, Solvvy’s Workflow API pulls customer information from your backend to then personalize support answers or steps.

Personalization 71

Personalization Customer Experience Chatbots Upselling 71

ChurnZero

OCTOBER 30, 2020

Customer Success Compensation Catches Up to Sales. For a long time, Customer Success and Sales have been working together but not in equal footing,” says Mehta. “In In the next three to five years, compensation between Customer Success and Sales will become close to equal.”. So much more happens after that initial sale.

SaaS 93

SaaS Chief Customer Officer Sales Metrics 93

CustomerSuccessBox

JUNE 2, 2021

Upsell alerts and Risk alerts. Upsell Alerts. So when you see a customer giving you triggers on upselling which is usually characterized when they’re reaching the limit of a particular feature, there could be a possible opportunity to upsell whether it’s new users, a new limit on APIs.

Management 52

Management Upselling APIs B2B 52

Babelforce

AUGUST 20, 2020

The aim is generally to make sales, provide customer service or perform research. The proportion of calls which result in a sale (or any action defined as the purpose for the call.). The number of sales an individual agent was able to make with a single call to a lead. An agent may make fewer, longer calls but more sales.

Call Center 52

Call Center Interactive Voice Response Outbound sales Upselling 52

ChurnZero

MARCH 18, 2022

If you’re spending a ton of money to get a customer – you’re enterprise sales, you have expensive sales reps, or a long sales cycle – that’s a disaster. As long as you have a story, we can upsell them later if you’ve got additions built in or consumption or a second product coming. Is that fair, Dave?

SaaS 98

SaaS Metrics Surveys Enterprise 98

Amity

SEPTEMBER 25, 2017

There’s quite a lot that falls under the Customer Operations bucket, including the majority of things that are customer facing and post-sale. The latter falls majoritarily pre-sales so that’s a bit of a different world from the rest, but we still place it under Customer Operations. What metrics do you watch closely?

B2C 0

B2C SaaS B2B Accountability 0

aircall

APRIL 12, 2021

No matter the size of your business, a CRM phone integration is an essential component of your sales and support operations. It’s the perfect setup for sales and marketing activities at scale. . A CRM mines data and arranges it into useful, accessible formats, making it easy for sales and support agents to find and use it. .

CRM 71

CRM Customer Experience Call Logging voip 71

Amity

FEBRUARY 11, 2018

Stripe has multiple extensions and API opportunities that enable you to manage credit card expirations. They’re likely great candidates for upsells, as they go out of their way to use the product instead of cancelling. ‘Hacking’ & Gaming the System. Don’t assume the new guy is on board with your product.

Upselling 76

Upselling APIs SaaS Self service 76

Cincom

JANUARY 30, 2025

You probably use a dozen different apps to create this kind of omnichannel workflow, whereas customer engagement platforms allow you to orchestrate conversations from a single source by integrating SMS capabilities and voice APIs directly. Accelerates hand-off processes among the sales, claims, and support teams for more efficiency.

Personalization 40

Personalization CRM Analytics Chatbots 40

Kunnect

MAY 5, 2015

They offer sales and marketing tools such as customer relationship management (CRM), social media monitoring and insights, campaign management and more. Detailed customer information – Call center employees have easy access to complete customer information, including previous interactions, sales history and more.

CRM 48

CRM call center software Call Center Upselling 48

Babelforce

FEBRUARY 25, 2022

With great CRM – and other key call center software – customer experience specialist design teams are able to both improve the way they engage with existing customers and make more sales to new ones! In a modern call center this means one thing – API integration. Isn’t CRM also the name of a business practice? It doesn’t need to be.

call center software 52

call center software Call Center CRM Upselling 52

CustomerSuccessBox

JULY 29, 2020

CS teams should maintain consistency with the metrics (like retention, upsell, NPS) but the targets should be discussed to make them achievable in these times. Puneet suggested that no CS team runs on a single KPI but rather a set of KPIs like logo retention, MRR Retention, Upsell etc. How should we talk about upsells and renewals now?

Upselling 52

Upselling Metrics SaaS APIs 52

aircall

MAY 28, 2021

With best practices for text messaging, your customer-facing teams will provide better service, while your sales and marketing teams can better interact with leads on a more personalized scale to more efficiently close deals. When you get it right, text messaging can be a powerful tool for your sales and support teams. .

Best practices 62

Best practices Sales Wireless Marketing 62

PeopleMetrics

MAY 16, 2018

When these conditions are met, actions are triggered – such as sending an e-mail, a text message, a support ticket from helpdesk systems like Zendesk , integrating data in Salesforce , or making an API call to another system.

Surveys 48

Surveys Customer Experience Finance Upselling 48

JivoChat

JUNE 15, 2021

Best Shopify Apps to Increase Sales. With Shopify’s upsell and cross-selling apps , you don’t need a live customer service rep to boost your sales. The top apps in this category can help you display relevant products for returning customers and help you upsell to new customers. Used for: Post-purchase upsells.

Upselling 52

Upselling Analytics Sales Marketing 52

Babelforce

AUGUST 13, 2020

Strong areas of focus include upselling, reduced acquisition costs and customer loyalty. It’s usually intended to improve sales, customer retention or some other business goal. Do you want to make more money per sale, or keep customers for longer? What is CRM? CRM stands for Customer Relationship Management.

CRM 52

CRM Contact Center Upselling Customer retention 52

Lumoa

MARCH 12, 2023

Another customer reaches out to your sales team to get a demo. You can tailor your interactions with them—across support, sales, and marketing—based on customer behaviors and preferences. Increased sales and revenue. Better targeting and customer engagement results in more sales. Streamlined customer journey mapping.

Customer Experience 78

Customer Experience Journey mapping Analytics Consulting 78

Cincom

MAY 8, 2024

Cincom’s CPQ platform is purpose-built to help complex manufacturers simplify quoting and empower sales teams. Guides sales reps through allowed configurations. Together, these tools arm sales teams with constantly up-to-date, accurate product knowledge that cuts quote times from days or weeks to minutes.

Engineering 52

Engineering CRM Sales Enterprise 52

Cincom

MAY 8, 2024

Centralizing core aspects of customer communications via CCM software helps marketing, sales, and support teams efficiently streamline externally-facing messaging with greater personalization, compliance, and performance. This ultimately leads to good customer relationships. Optimum customer communication lifts all metrics.

Best practices 52

Best practices Metrics Education CRM 52

Balto

JANUARY 14, 2025

By analyzing customer behavior, businesses can improve sales, enhance customer retention, and provide more personalized customer service , leveraging historical data to anticipate future trends. API Strategies: Use API integration to connect disparate systems, ensuring smooth data flow.

Call Center 52

Call Center Analytics Average Handle Time Big data 52

Amity

JANUARY 9, 2017

Stripe has multiple extensions and API opportunities that enable you to manage credit card expirations. They’re likely great candidates for upsells, as they go out of their way to use the product instead of cancelling. ‘Hacking’ & Gaming the System. Don’t assume the new guy is on board with your product.

Upselling 54

Upselling APIs SaaS Self service 54

SmartAction

JUNE 9, 2023

Integration with Third-Party Services : To provide enhanced functionality, conversational AI systems often integrate with external services and APIs. Increased Sales The potential to significantly increase sales by providing personalized and interactive experiences to customers through AI is real.

Virtual Agent 75

Virtual Agent Chatbots Self service Feedback 75

aircall

MARCH 5, 2021

For example, nearly all companies are using CRMs, and it makes sense to connect your CRM software with communication channel tools, like email, chat, sales, and support programs. As SaaS companies grow , they begin seeking out willing partners to build even more integrations using the public API.

voip 62

voip SaaS Airlines Transportation 62

CSM Magazine

APRIL 1, 2022

Demand planning can help businesses to identify opportunities for cross-selling and upselling, so that customers always have access to the products they need. Furthermore, it offers a variety of APIs that allow developers to build custom applications on top of the platform. For better forecasting, stay inclusive.

Customer Experience 52

Customer Experience Analytics Finance Upselling 52

IdeasUnlimited

JULY 28, 2022

To overcome the challenges mentioned above, we need to focus on improving the complete customer journey which ranges from engagement, buying the product or service, using it, after-sales support and then making use of upselling or cross-selling to increase revenue.

Customer Service 59

Customer Service Virtual Agent Call Center Abandon rate 59

Amity

SEPTEMBER 25, 2017

There’s quite a lot that falls under the Customer Operations bucket, including the majority of things that are customer facing and post-sale. The latter falls majoritarily pre-sales so that’s a bit of a different world from the rest, but we still place it under Customer Operations. What metrics do you watch closely?

B2C 60

B2C SaaS B2B Accountability 60

ChurnZero

MARCH 18, 2022

If you’re spending a ton of money to get a customer youre enterprise sales, you have expensive sales reps, or a long sales cycle that’s a disaster. As long as you have a story, we can upsell them later if you’ve got additions built in or consumption or a second product coming. Is that fair, Dave?

SaaS 52

SaaS Metrics Surveys Enterprise 52