Cincom

MARCH 20, 2025

5 Key Challenges in B2B eCommerce Sales Heres what can adversely affect B2B eCommerce sales: 1- Complex Product Configurations B2B transactions involve highly configurable solutions. 3- Lengthy Quote Approval Processes The B2B buying process often involves multiple decision-makers and stringent approval workflows.

B2B 40

B2B Sales CRM Finance 40

Comm100

NOVEMBER 11, 2015

Before you roll your eyes and point out that you don’t have a magic lamp to rub, consider your upselling game. Do you really know how to upsell? Maybe you’ve just been going about upselling the wrong way, with awkward timing and subpar recommendations. Find Appropriate Upsells. Have you even been trying?

Upselling 81

Upselling Sales Scripts B2C 81

Pointillist

MARCH 22, 2018

90% of customer value for B2B businesses is obtained after the initial sale.’ – Marketo. JetBlue has in the past made as much as an additional $140million in revenue through its upsell program called ‘Even More Space.’. In this post, I take a detailed look at: What is upsell and cross-sell? Upsell Or Cross-sell?

Upselling 71

Upselling Analytics B2B B2C 71

Totango

MAY 17, 2022

Wondering what is the best CRM for B2B sales? We’ll walk you through what customer relationship management B2B software is, what its benefits are, and a list of the top CRM companies, including the outstanding features and best uses for each. Use this guide to help you find the best B2B CRM for your business.

B2B 85

B2B Sales CRM Enterprise 85

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

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

Totango

APRIL 14, 2020

The digital transformation of business has finally given enterprises the power to deliver on the potential of B2B customer segmentation. Here are 6 B2B customer segmentation best practices to help make that happen: Stay Goal-Focused. What is B2B Customer Segmentation? The Top B2B Customer Segmentation Best Practices.

Best practices 71

Best practices B2B Enterprise Accountability 71

TechSee

FEBRUARY 5, 2019

Incentivized surveys and refer-a-friend programs, of the type that delivered stunning exponential user growth for Dropbox will give rise to more refined models drawn from the world of B2B sales. With apps like Killi showing the way, the time could be ripe for new business models that give power back to the people to take root.

Customer Experience 173

Customer Experience B2B Upselling SaaS 173

Amity

NOVEMBER 28, 2016

There are people who see B2B marketing as one of the most boring fields in the world of business. B2B marketing is not at all boring. You might even say that B2B marketing separates wannabe marketers from the pros who are ready to roll up their sleeves and get their hands dirty. But, you get the picture.

Accountability 110

Accountability Marketing B2B Upselling 110

ChurnZero

MARCH 7, 2025

An active digital customer community is a competitive advantage for any B2B SaaS company. A community is a collection of people with a common interest who gather in a virtual or in-person space to connect, share, learn, collaborate, and grow. Here’s what we learned, with five actionable steps for success.

SaaS 52

SaaS Gamification B2B Metrics 52

aircall

SEPTEMBER 11, 2017

66% of B2B customers and 52% of B2C customers have stopped buying from a company following a bad service interaction. 83% of churned customers insist that better live or in-person customer service would have impacted their decision to switch providers. 85% of customers trust an online review as much as a personal recommendation.

Customer Support 115

Customer Support B2C Upselling B2B 115

Totango

MARCH 24, 2020

The most effective way to follow this progress is to break down the journey into modular B2B customer lifecycle stages. The digital transformation of business has encouraged customers to seek personalized, on-demand services and products built for their needs. The concept of B2B customer lifecycle stages gives focus to this ideal.

B2B 59

B2B Management Upselling SaaS 59

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

Interaction Metrics

JANUARY 7, 2025

In Decembers CXPA B2B Roundtable hosted by Martha Brooke, and featuring Dave Seaton, that very question took center stage. Because most of you would listen on the go, you can find the audio here : Below, we break down key themes and insights shared during the B2B Roundtable. To watch the recording, click here.

Journey mapping 62

Journey mapping Consulting Consulting B2B 62

Lumoa

FEBRUARY 9, 2023

upselling to the most loyal customers) Process changes (e.g. B2B Customer Experience B2B Customer Experience is, simply put, the experience and interactions with your company of a B2B customer. The situation when B2B CX was very distant from B2C CX has been rapidly changing.

Customer Experience 167

Customer Experience B2C Journey mapping B2B 167

TeamSupport

JUNE 22, 2020

A B2B (business-to-business) environment is the other way around. So, when a contact calls about a support issue, you want a B2B customer support software that makes relevant information available to the support agent so they don’t have to ask the contact for basic information the company already has. Why is this all important?

B2B 64

B2B B2C Upselling Consulting 64

Totango

JULY 24, 2020

Client expansion is the bird-in-the-hand approach to B2B enterprise growth. The best B2B client expansion strategies achieve this by creating more value for customers — value that they will be willing to pay for. Create Personalized Offers. You cannot schedule an upsell engagement at a predetermined time in the customer journey.

B2B 63

B2B Best practices Enterprise Upselling 63

ChurnZero

JANUARY 20, 2021

Like many B2B SaaS businesses, happy customers are at the core of PieSync’s success. Clearbit, a B2B tool that personalizes customer interactions, initially focused on top-line revenue as a key metric. This is often the case for many B2B SaaS businesses. “We This is called upselling.

SaaS 98

SaaS Upselling B2B Metrics 98

Ann Michaels and Associates

SEPTEMBER 24, 2019

B2B Mystery Shopping To Improve Your Business. Business-to-business (B2B) mystery shopping works in the same manner, with the one exception being that customers, or mystery shoppers, will pose as companies or customers calling to inquire about your services and products. Ask typical questions of the sales person.

B2B 49

B2B Inbound sales Upselling B2C 49

Vonage

OCTOBER 12, 2015

These tactics work for B2B as well as B2C, although the examples discussed here are based on a retail setting. Put your best foot forward with the customer greeting, whether it be in person or on the phone. Upsell – Once you understand why the customer is purchasing a particular item and why he or she needs it, upsell if appropriate.

Sales 102

Sales Customer Service Upselling B2C 102

TeamSupport

MARCH 22, 2019

One person can increase the morale of a room, turning doubt into hope by providing a positive outlook on a situation. In a professional setting, it’s often encouraged to “hide” any personal or professional problems that you may have faced earlier in the day. Being kind while upselling is essential to customer conversations.

Upselling 89

Upselling B2B Morale Personalization 89

CustomerSuccessBox

DECEMBER 13, 2018

Upselling strategies can improve your upsell rate drastically, leading to the financial growth of the company. However, we need to start with the basics before we can learn about upselling strategies. What does Upsell exactly mean? Why is Upsell important? This is where upsells come into the picture.

Upselling 40

Upselling SaaS Feedback B2B 40

Freshcaller

AUGUST 28, 2018

Let’s take the case of B2B support — a profession that has been around for a long time. We asked him about his work, B2B customer support as a profession and superheros. Hoping that he might help us break the umpteen assumptions, speculations and what-not that we’ve been unsure about B2B support as a job. . Not really.

B2B 49

B2B Call Center Customer Support Upselling 49

TeamSupport

MAY 11, 2021

At TeamSupport we have a belief that B2B companies are neglecting their existing customers in favor of focusing on new business. H istorically, B2B customer support departments have not been thought of as revenue generating. Start by offering a comprehensive, personalized onboarding process that includes all users.

B2B 98

B2B Upselling Metrics Education 98

CustomerSuccessBox

MARCH 25, 2021

In B2B SaaS you spent anywhere between 1 – 3X times the Annual contract value (ACV) as your Cost of Acquiring the Customer (CAC). In fact, as per industry statistics, boosting customer B2B retention by 5% increases profits by up to 95%. Upsell, Expand, and Grow. In fact, that is when the customer journey truly begins.

Customer retention 52

Customer retention SaaS B2B Upselling 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. Whether on the phone, in person, or via voice notes, verbal communication is far more collaborative than hiding behind Slack DMs, texts, and emails. Use your words Talk to each other!

Sales 103

Sales Upselling Metrics Accountability 103

Quality Contact Solutions

AUGUST 20, 2021

Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 examination is designed for organizations of any size, regardless of industry and scope, by ensuring the personal assets of their potential and existing customers are protected.?SOC

Call Center 98

Call Center Telemarketing B2C outsourcing 98

ProProfs Blog

AUGUST 14, 2020

Monitor Visitors & Personalize Conversations. Having insights into how customers initiated their journey with your brand is a great starting point to personalize conversations. Identify upsell and cross-sell opportunities and help customers navigate those options to arrive at a purchasing decision.

B2B 174

B2B Analytics Education B2C 174

Ann Michaels and Associates

JUNE 11, 2018

B2B Mystery Shopping To Improve Your Business. Business-to-business (B2B) mystery shopping works in the same manner, with the one exception being that customers, or mystery shoppers, will pose as companies or customers calling to inquire about your services and products. Ask typical questions of the sales person.

B2B 40

B2B Inbound sales Upselling B2C 40

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 52

Personalization SaaS Upselling B2B 52

TeamSupport

FEBRUARY 23, 2021

H istorically, B2B customer support departments have not been thought of as revenue generating. Start by offering a comprehensive, personalized onboarding process that includes all users. With increasing revenue as its primary focus, TeamSuccess boldly repositions the role of B2B customer success software in the industry.

B2B 78

B2B Upselling Customer Support Sales 78

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. Engage clients personally. Engage Clients Personally. Social media posts. Demonstration videos.

SaaS 113

SaaS Journey mapping B2B Upselling 113

Lumoa

MARCH 20, 2018

upselling to the most loyal customers) Process changes (e.g. B2B customer experience B2B Customer Experience is, simply put, the experience and interactions with your company of a B2B customer. The situation when B2B CX was very distant from B2C CX has been rapidly changing.

Customer Experience 107

Customer Experience B2C Journey mapping B2B 107

ProProfs Blog

APRIL 12, 2019

More so for Software-as-a-Service (SaaS) companies since acquiring new customers on a B2B level is much more difficult. Use the results of your NPS surveys to identify such issues and talk to your customers personally. You can even upsell them to a new package! . Plan Future Products and Improvements. In Conclusion.

SaaS 120

SaaS Customer retention Surveys Morale 120

Totango

JULY 23, 2019

Customers in the B2B and SaaS markets are inclined toward subscription options where they pay on a monthly or annual basis for a service they can discontinue at any time. This shift means there is far more value to be generated after the sale through repeated renewals, as well as possible upsells and cross-sells. The Customer Journey

Upselling 92

Upselling Customer centricity Enterprise Education 92

Interaction Metrics

APRIL 17, 2025

Features & Usability Known for its conversational, interactive survey designs and smooth mobile experiences, Typeform offers over 3,000 customizable survey templates, supports logic jumps, and makes surveys feel more personal. Specifically designed for B2B workflows with built-in revenue attribution. vs. Qualtrics 8.7).

Surveys 48

Surveys Enterprise B2B Analytics 48

Totango

MAY 10, 2022

Trials of upsell products. In the context of B2B SaaS products geared toward enterprise users, the customer engagement strategy seeks to promote adoption by product users, executives, and stakeholders. This approach lets you combine the efficiency of automation with personalized attention based on individual customer data.

Journey mapping 81

Journey mapping SaaS Enterprise B2B 81