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 ]. Churn Rate.

Analytics 93

Analytics Government Metrics APIs 93

Pointillist

FEBRUARY 19, 2018

Most leading SaaS platforms have APIs and consider 3rd-party integrations to be a critical component of their value proposition. The world would be a beautiful place if all touchpoint data was available through APIs. Integrating with these touchpoints is the key to in-the-moment engagement. Business Context. Putting It All Together.

Customer Experience 111

Customer Experience Analytics APIs B2B 111

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. Watch the free on-demand recording here.

call center software 98

call center software Call Center APIs Contact Center 98

TechSee

SEPTEMBER 21, 2023

You can also use these visual AI models within your own applications via our secure APIs. Your virtual agent will be able to interact with them through voice and visuals, guiding them through each step in their setup, activate their warranty and even upsell a new service plan.

Engineering 109

Engineering Enterprise Chatbots Self service 109

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. Their goal is to expand their service.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

Cincom

MARCH 20, 2025

Sales reps can leverage this intelligence to offer competitive pricing, upsell effectively, and negotiate deals with confidenceleading to higher close rates. Select a solution that supports API-based integration with your existing eCommerce platform (e.g., Shopify, Magento, Salesforce Commerce Cloud).

B2B 40

B2B Sales CRM Finance 40

ChurnZero

DECEMBER 29, 2020

The SaaS Debate: Who Owns the Renewal and Upsell? Whether Customer Success or sales should own the renewal, expansion, and upsell is a hot-button issue in today’s SaaS sphere. Customer Success vs. Sales.

SaaS 98

SaaS Chief Customer Officer Upselling Metrics 98

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

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

OrecX

APRIL 3, 2018

Call recording data, when combined with 3rd party system data, dramatically enhances your understanding of a customer's needs, motivations, challenges and more - and therefore, also your ability to cross-sell and upsell them.

Contact center software 66

Contact center software APIs Analytics Upselling 66

OrecX

MAY 30, 2017

Improvements like these can easily translate into significant cost reductions, increased upsell and cross-sell conversion and higher revenue. Integrate and centralize your customer-related data sources (call recording, speech analytics, ACD, IVR, PBX, etc.) – systems with open APIs make this easier.

Contact Center 60

Contact Center Interactive Voice Response APIs Upselling 60

ChurnZero

MARCH 18, 2022

If you tell me that we have this awesome land-and-expand model, we go in with a really low price, and then we have a dedicated expansion team that does these upsells, and I say, “Wow, what an amazing story. 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.

SaaS 98

SaaS Metrics Surveys Enterprise 98

Babelforce

AUGUST 20, 2020

NLU can also have uses in outbound calling, such as: Training agents in better processes/approaches Highlighting upselling/cross selling opportunities Automating data entry. Anything you can do to shorten that timeframe is immensely beneficial, so highlighting established upselling opportunities is a no-brainer.

Call Center 52

Call Center Interactive Voice Response APIs Outbound sales 52

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.

APIs 76

APIs Upselling SaaS Self service 76

JivoChat

JULY 4, 2021

There are Shopify plugins to increase upsells , provide better customer service, sell more products, and even make it easier for people to return items. Pre-built integrations like Help Desks, 3PLs, ERPs as well as Returnly API means the plugin will fit into most tech stacks. Best Shopify Plugin for Thank You Page Upselling: ReConvert.

Sales 52

Sales Upselling APIs Analytics 52

Cincom

MAY 8, 2024

Lack of Renewal/Upsell Opportunities: Limited visibility into customer purchase history and usage makes identifying renewal and upsell opportunities extremely difficult. Integration with Existing Systems: APIs facilitate data sharing between CPQ and other core platforms like CRM, ERP, accounting, e-commerce, and more.

Enterprise 52

Enterprise Sales CRM Upselling 52

JivoChat

JULY 28, 2021

Upselling/cross-selling. Cross-selling and upselling. Webhooks API. Webhooks API. $19/user/month, JavaScript API. JavaScript API. These are some of the features that many live chat apps offer: Behavior-based chat triggers. Transfer chats between agents. Multilingual chat. Co-browsing. Canned responses.

Sales 52

Sales APIs Chatbots Upselling 52

JustCall

JANUARY 23, 2024

The WhatsApp Shared Inbox is not a single entity but an expansion of WhatsApp Business API’s capabilities. Many software providers have used the API to make their own version of the Shared Inbox. Similarly, you can also add labels like “potential upsell.” Does Your Business Need a WhatsApp Shared Inbox?

APIs 52

APIs Upselling Accountability Analytics 52

Babelforce

FEBRUARY 25, 2022

In a modern call center this means one thing – API integration. APIs are kind of like universal translators that help different pieces of software work together. engaging their VIP customers; upselling; retention; debt collection; proactive service; and virtual queuing. Sounds pretty complicated! It doesn’t need to be.

call center software 52

call center software Call Center CRM APIs 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

Kunnect

MAY 5, 2015

In the modern age of the customer, call center agents need the ability to quickly access information about a customer’s preferences, purchasing history and more to effectively solve problems, upsell and meet customer expectations. Like Salesforce.com, the integration is made possible through Zoho’s application programming interface (API).

CRM 48

CRM call center software Call Center APIs 48

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 APIs 48

Amity

SEPTEMBER 25, 2017

In parallel, we created an API Support team, and we launched Customer Success about 1 year and a half ago. We regularly look at CSAT, NPS, retention, upsells, health score, and churn. When I joined, we had our typical support group, they were very reactive in nature, dealing with a lot of our B2C customers.

B2C 0

B2C SaaS B2B Accountability 0

ChurnZero

OCTOBER 30, 2020

While acknowledging that Sales is extremely challenging, Mehta recalls prior experiences – such as upselling a sizeable expansion or winning a new contract because of an advocate – where, although Sales led and closed the deal, the CSM’s ongoing involvement in the account made the sell significantly easier.

SaaS 93

SaaS Chief Customer Officer Sales Metrics 93

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. Increased revenue due to increased upselling opportunities.

Personalization 40

Personalization CRM Analytics Chatbots 40

JivoChat

JULY 29, 2021

With API for both the server side and client side, developers can create custom chatbots. Upselling functionality. Webhooks API. Multiple APis. Source: JivoChat. JivoChat is a multifaceted chat platform that includes live chat , rules-based chatbots, and AI chatbots that are powered by third-party integrations.

Chatbots 52

Chatbots Sales APIs Enterprise 52

CustomerSuccessBox

APRIL 3, 2022

Find your access credentials and API key information below. An API key is available under xxxxxxxxxxxxxxxxx Technical Resources Also find the resources for your tech team, if they wish to review. The first one on the list is to kick off the onboarding journey. For the same, you can use the following template. Hi First Name Yuppi!!

APIs 52

APIs Accountability SaaS Marketing 52

Babelforce

AUGUST 13, 2020

Strong areas of focus include upselling, reduced acquisition costs and customer loyalty. For example: you may want data from surveys to feed directly into your CRM – that will help you to identify opportunities to upsell, or customers who are a churn risk. What is CRM? CRM stands for Customer Relationship Management.

CRM 52

CRM Contact Center Upselling Customer retention 52

Enghouse Interactive

SEPTEMBER 3, 2021

Their overall revenue growth was attributed to increased customer engagement, higher levels of satisfaction, and more extensive conversations with appropriate subject matter experts (SME’s) resulting in more upsell and cross-sell opportunities.

contact center solutions 68

contact center solutions Contact Center Call flow Enterprise 68

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.

APIs 54

APIs Upselling SaaS Self service 54

aircall

APRIL 12, 2021

It’s also a great tool for cross-selling and upselling. A CRM phone integration, also known as CRM CTI (CTI = computer telephony integration), uses VoIP technology and open API technology to join forces between your telephone system and other business communications tools. . It promotes brand loyalty and retention.

CRM 71

CRM Customer Experience Call Logging voip 71

JivoChat

JUNE 15, 2021

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. Customize subscriptions with ReCharge’s powerful APIs.

Upselling 52

Upselling Analytics Sales Marketing 52

Babelforce

JUNE 11, 2020

Customers are primed for upselling like never before. With API integration between survey systems and outbound communications – SMS , email, dialers – you can easily set triggers to send messages or make calls. The same research found that over half of customers expect a personalized discount within 24 hours of making a purchase.

Contact Center 52

Contact Center Interactive Voice Response Telecommunications Feedback 52

Jon Arnold

JANUARY 21, 2019

By nature, cloud is a business of scale, and the upsell opportunities are far greater as the size of end customer gets larger. They have embraced the API model for driving innovation, bringing programmability to their offering, and now offer over 50 customizable features and integrations.

voip 67

voip Marketing APIs Upselling 67

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

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.? Pointillist can handle data in all forms, whether it is in tables, excel files, server logs, or 3rd party APIs. and delivers meaningful ROI.

Analytics 43

Analytics Metrics Government Journey mapping 43

Cincom

MAY 8, 2024

Flexibility: The open architecture with comprehensive APIs makes incorporating new data sources simple, distributing across channels and adding integrations as needed. For IT Users Simple Integration: Seamlessly connects with core systems like CRM, ERP, and databases to feed real-time data into communication templates for accuracy.

Best practices 52

Best practices Metrics Education CRM 52