Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Forrester recognizes the value customer success platforms can provide to B2B companies looking to foster retention, growth, and advocacy.

B2B 98

B2B CRM Enterprise Upselling 98

JustCall

APRIL 26, 2022

As such, contact centers must offer their conventional sales playbooks a technology boost – in the form of B2B sales intelligence – to effectively push a deal over the finish line. Besides, complex B2B sales processes go beyond just numbers and names. Following are the benefits of AI sales tools for B2B companies: 1.

B2B 52

B2B Sales Upselling CRM 52

Interaction Metrics

APRIL 17, 2025

Zoho Survey Zoho Survey is a budget-friendly, simple survey tool for SMBsespecially those already using Zoho CRM. Features & Usability The platform includes unlimited surveys and questions, logic branching, CRM syncing, and quota controls. Specifically designed for B2B workflows with built-in revenue attribution.

Surveys 48

Surveys Enterprise B2B Analytics 48

TMP Direct

JULY 11, 2024

TMP Direct’s proven full-function B2C/B2B sales teams are designed to meet this need, driving inbound, outbound, and online sales, signups, and test drives. Our teams are trained to identify and capitalize on these opportunities, whether it’s upselling, cross-selling, or simply providing excellent customer service.

B2C 52

B2C B2B Sales Best practices 52

TMP Direct

JULY 11, 2024

TMP Direct’s proven full-function B2C/B2B sales teams are designed to meet this need, driving inbound, outbound, and online sales, signups, and test drives. Our teams are trained to identify and capitalize on these opportunities, whether it’s upselling, cross-selling, or simply providing excellent customer service.

B2C 52

B2C B2B Sales Best practices 52

Cincom

FEBRUARY 21, 2025

CPQ training equips sales professionals with the skills to leverage advanced features such as guided selling, automated approvals, and seamless CRM/ERP integration. This results in lost revenue and missed opportunities to upsell or cross-sell. This results in faster deal closures, increased pricing accuracy, and higher win rates.

Sales 40

Sales Gamification Finance Best practices 40

CustomerSuccessBox

MARCH 14, 2022

While all of these activities could be performed using a Post-sales CRM. Let us look at the various ways in which a post-sales CRM could help make the process easier and better. Why does your SaaS business need a post-sales CRM? Benefits of having a post-sales CRM. It is because they want: Higher renewal rates.

CRM 52

CRM SaaS Sales Journey mapping 52

Totango

MAY 7, 2024

If CS doesn’t have commercial conversations with healthy customers, they’re not setting Sales up to re-enter the conversation and potentially upsell. Strategy #3: Share revenue responsibility and success metrics There’s been a major shift in the B2B space over the past few years. Use your words Talk to each other!

Sales 103

Sales Upselling Metrics Accountability 103

Natalie Petouhof

APRIL 4, 2016

Tweet After attending the SAP Hybris IOT/ CRM event, I was very impressed to see a vendor really connect the dots between commerce and customer service and customer experience. Omni-channel solutions are pre-configured for B2C and B2B, and for specific regions and industries. This is certainly not your grandpas’ CRM.

CRM 40

CRM B2C B2B Marketing 40

Cincom

MARCH 6, 2025

By automating pricing rules and integrating with ERP, CRM, and e-commerce platforms, businesses can maintain control and transparency while optimizing revenue potential. 2- Accelerating Quote Generation for Faster Deal Closures Speed is crucial in closing deals, especially in complex manufacturing and B2B sales environments.

Automotive 40

Automotive Revenue potential CRM Sales 40

CustomerSuccessBox

JUNE 5, 2019

TL;DR A single customer health score is not ideal for a B2B SaaS business. A SaaS customer goes through acquisition, onboarding, retention, and upsell. Ultimately, you have to identify unmet needs so that you can upsell / cross-sell. Perfect health for a B2B SaaS account. Bucket accounts for a more accurate health score.

Best practices 89

Best practices SaaS Accountability B2B 89

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Upsell purchases. Examples include: Search engine queries and ads. Social media posts. Demonstration videos. Website visits.

SaaS 113

SaaS Journey mapping B2B Upselling 113

ChurnZero

AUGUST 27, 2021

Customer Success (CS) is a core business function, and for some B2B companies, CS is a growth engine. To eliminate the need for manual data entry, try integrating your CRM with a software solution that can auto-populate data into your document. This is a guest blog post by Shoshana Luria from PandaDoc.

Metrics 98

Metrics Upselling B2B Accountability 98

Pointillist

FEBRUARY 19, 2018

Our web analytics and CRM platforms take advantage of this inherent luxury. Application of AI in B2B Companies. It is not hard to imagine how B2B businesses too can benefit from the same applications of artificial intelligence in customer experience. Business Context. Putting It All Together.

Customer Experience 111

Customer Experience Analytics APIs B2B 111

TeamSupport

DECEMBER 8, 2023

Look for software that easily integrates with your CRM system, marketing tools, analytics platforms, and any other relevant applications. Integration Capabilities Efficient customer support often relies on seamless integration with other tools and platforms your team uses daily, such as Jira and Salesforce.

Customer Support 105

Customer Support Upselling Analytics Customer centricity 105

Comm100

FEBRUARY 25, 2020

Leverage your CRM data . Your customer database will most likely be a CRM (Customer Relationship Management) system such as Salesforce or Microsoft Dynamics. Recommended for you: CRM, Social Media, Marketing and More — Everything You Need to Know About Customer Engagement Software. Utilize web activity data .

CRM 64

CRM B2B Accountability Upselling 64

CustomerSuccessBox

JUNE 20, 2022

Detect and Act on Upsell & Cross-sell Opportunities. A Customer Success software monitors product usage and engagement level to identify the upsell signals. Thereby you will be able to create alerts and tasks to act upon so that you never miss on any upsell and cross-sell opportunities. Improve user onboarding.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

CustomerSuccessBox

NOVEMBER 23, 2021

CustomerSuccessBox is an AI-powered customer success software to Onboard, Retain, Upsell & drive MRR Growth for B2B SaaS. Custify is a customer success platform designed for B2B SaaS businesses that helps customer success teams track views of your product usage and adoption. With a G2 rating of 4.7

SaaS 52

SaaS Upselling B2B Accountability 52

Totango

FEBRUARY 15, 2019

Please note that this record format applies for both B2B and B2C. In a B2B scenario, it is important to count both individual users and, at the same time, associate those users with their respective accounts. In the CRM example – actual opportunities being closed in a period, the win rate, and the growth rate. Activity ID.

SaaS 72

SaaS B2C B2B Metrics 72

OctopusTech

JUNE 29, 2023

This service is generally useful for different industries like B2B sales, financial, and healthcare services. Maintaining Customer Relationship Management (CRM) These services contribute to maintaining customer relationship management (CRM). What Is The Meaning Of Customer Retention?

Customer retention 62

Customer retention Call Center Upselling outsourcing 62

JustCall

NOVEMBER 24, 2022

The process can take time and energy, especially in a B2B space. The data is mined and analyzed for insights by an array of technological tools such as sales intelligence software integrated with CRM and predictive AI. With B2B enterprises, it is necessary to know the details of the company you will be selling to.

Sales 52

Sales Marketing B2B CRM 52

CustomerSuccessBox

MAY 28, 2021

A Saas business which has already evolved itself to bring in a Customer Success Software integrating it with Subscription Management, Support, CRM and product usage data knows exactly- “What is the secret to Saas growth”. Now that involves two main essential activities- Retaining Customers and Upsell to consumers.

Technology 52

Technology SaaS Upselling Customer retention 52

JustCall

FEBRUARY 11, 2022

Upselling, and cross selling products and sellers. Proficiency in using CRM software and MS Office. B2B, B2C and Inside Sales Job: How to Make Your Choice. So, before you make a choice between B2B, B2C, and Inside sales jobs, let’s get a quick overview of each: B2B Sales. Sales Manager.

Sales 52

Sales B2C B2B call center software 52

JustCall

NOVEMBER 25, 2022

This is true across sectors, especially in the B2B and eCommerce space. Most sales intelligence software can be integrated with CRM. In such cases, sales intelligence can pick up cues that can lead to more sales and upselling. ZoomInfo Sales OS is a handy platform for B2B companies. It also uses predictive AI.

Sales 52

Sales B2B CRM Finance 52

JustCall

APRIL 26, 2022

Traditionally, B2B sales teams worked in a linear manner. AI for sales enables B2B salespeople to operate with detailed assessments based on the most up-to-the-minute information. According to Gartner , by 2025, 3/4 of B2B sales organizations will refine their old strategies with AI-based sales assistants and solutions.

Sales 52

Sales B2B Upselling Chatbots 52

CustomerSuccessBox

DECEMBER 12, 2019

Since the last 5 years, Customer Success has become a buzzword in not only the B2B SaaS industry but several other industries too. Customer success team is responsible for a lot of things like increasing LTV of customer base, reducing churn, facilitate renewals, create upsell opportunities, provide references, .

SaaS 59

SaaS Upselling Construction B2B 59

Comm100

FEBRUARY 25, 2020

Leverage your CRM data. Your customer database will most likely be a CRM (Customer Relationship Management) system such as Salesforce or Microsoft Dynamics. Recommended for you: CRM, Social Media, Marketing and More — Everything You Need to Know About Customer Engagement Software. Utilize web activity data.

CRM 52

CRM B2B Accountability Upselling 52

Amity

JUNE 8, 2016

As such, it’s a little ironic that, despite all the data at their disposal, and the $36 billion they’ll collectively spend on CRM software in the next 12 months, many companies haven’t a clue about what is happening with their customer relationships. Companies lack relationship intelligence. It isn’t.

CRM 67

CRM Journey mapping B2C Upselling 67

Babelforce

JANUARY 28, 2021

In this post: Defining Customer Acquisition Cost Responding to new leads faster Understanding your perfect customer Slashing your overheads Looking more closely at NPS Fine-tuning CRM automation. If you sell b2b (or high-value b2c) then that means a phone call. 5 Develop your CRM Automation. Defining Customer Acquisition Cost.

Contact Center 52

Contact Center CRM Upselling Sales 52

SmartKarrot

DECEMBER 2, 2022

It is money earned after the original purchase and obtained through upselling, cross-selling , and renewals to your current clientele. Upselling is a sales strategy used to convince clients to buy a more costly, upgraded, or premium variant of the selected product/ service or other add-ons to close a larger deal. Cross-sell.

Upselling 21

Upselling Management SaaS Benchmark 21

CustomerSuccessBox

MAY 16, 2022

Since you choose to read this blog, I suppose you already know the gravity of Customer Success in a B2B SaaS business. All that to give you a holistic 360-degree view of your customer portfolio, monitor account health scores, create playbooks to facilitate onboarding, renewals, and upsells, set up alerts for risk and upsells, and more.

Management 52

Management Upselling SaaS Accountability 52

JustCall

FEBRUARY 28, 2020

Achieving the set financial client targets- The Account Manager takes count of all revenues generated, including upsells or cross-sells. Keep an account of sales among client accounts, including upselling and cross-selling. ” “Solid experience with CRM software (e.g. What is the Account Manager job description?

Accountability 52

Accountability Management Finance Upselling 52

ChurnZero

JANUARY 17, 2020

By collecting and organizing data from your existing systems (like your help desk, CRM or similar sources), your team will never be more than a few clicks away from their most important account information. In the world of B2B SaaS, not all accounts can be treated the same way. Are you trying to identify signs of slipping health?

Best practices 72

Best practices Upselling Accountability SaaS 72

Amity

JULY 28, 2014

Customer success is an exciting and game-changing opportunity, and a prerequisite for the majority of B2B SaaS companies, but are you ready for it? Chances are that metrics around churn reduction, upsells and cross-sells are already being discussed somewhere in the company. You don’t have a process. Number of users/access.

Journey mapping 48

Journey mapping Chief Customer Officer SaaS B2B 48

CustomerSuccessBox

DECEMBER 24, 2021

For B2B SaaS companies, user adoption is one of the most important elements of sustainable growth. Improving user adoption can help you fight churn, bring in good customer loyalty at the end of the customer journey and easier upsell opportunities. User Adoption Strategies for B2B SaaS businesses. What is User Adoption?

SaaS 52

SaaS B2B Upselling Metrics 52

JustCall

DECEMBER 1, 2022

The team leader should provide the SDRs (Sales Development Representatives) with an effective CRM. An effective CRM provides SDRs with the data needed to connect with potential customers. For example, B2B businesses spend much on meetings, drafts, and other costs for winning clients. SDRs work hard to bring in new customers.

Sales 52

Sales SaaS B2B B2C 52

aircall

FEBRUARY 17, 2021

Now that you have a better understanding of the purpose of a B2B sales strategy plan, let’s take a look at how to create one. Develop a list of tools you need, including call center software, CRM, and other software integrations. . Sales processes. Digital sales tools. Product positioning. Competitive analysis .

Sales 62

Sales call center software Best practices Call Center 62