ChurnZero

MARCH 18, 2022

My first answer is – just as a business finance-oriented person and former CEO – I like the notion of each CSM having their own MRR. 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.

SaaS 98

SaaS Metrics Surveys Enterprise 98

NobelBiz

JULY 25, 2023

Risk Management: Safeguarding Brand and Compliance In the sensitive world of customer interactions, one misstep can have reverberating effects: Compliance Monitoring: For industries like finance or healthcare, certain regulations dictate how interactions should be handled.

Analytics 98

Analytics Call Center Contact center software Scripts 98

ChurnZero

MARCH 22, 2019

To better understand the impact, we had Rob Belcher, Managing Director at SaaS Capital share benchmarking data from their eighth annual survey of private B2B SaaS companies. So, the initial sale is very small, and all the sale is upsell. When you are doing net dollar retention you can include cross-sells, upsells, and price increases.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

SmartKarrot

DECEMBER 2, 2022

It is money earned after the original purchase and obtained through upselling, cross-selling , and renewals to your current clientele. As a benchmark, a business should aim to generate 30% of its overall revenue from expansion; yet most SaaS companies only generate 10% on average. This is where IDEM comes into the picture. Cross-sell.

Upselling 21

Upselling Management SaaS Benchmark 21

ChurnZero

MARCH 18, 2022

The Q&A portion of the webinar further explored commonly misused metrics, benchmarks, and measurement practices in Customer Success and SaaS. My first answer is just as a business finance-oriented person and former CEO I like the notion of each CSM having their own MRR. Dave: It’s really hard. What’s your NRR?

SaaS 52

SaaS Metrics Surveys Enterprise 52

ClearAction

NOVEMBER 16, 2023

Voice of Customer Maturity: Ultimate Guide Lynn Hunsaker Voice of customer maturity is not about scores, real-time feedback, response rates, listening posts, benchmarks, or comparisons of B2B versus B2C trends. For example, Finance talks about risk, efficiency (return on. So, what does it mean? We updated customers as promised.

B2B 62

B2B Feedback B2C Enterprise 62

Balto

JANUARY 14, 2025

Revenue Growth Analytics directly impacts revenue and sales performance through targeted strategies: Upselling and Cross-Selling : Insights into purchase history help agents recommend relevant products or services. Gamification : Tools turn performance goals into rewards, boosting morale.

Call Center 52

Call Center Analytics Average Handle Time Big data 52

SmartKarrot

DECEMBER 3, 2021

Scale and improve process and tools by up-leveling & implementing new tools that further critical areas of customer growth, such as KPI benchmarking, customer training and education, NPS surveys, and customer feedback. Identify opportunities and lead upsell/cross-sell deals from start to finish.

Customer advocacy 19

Customer advocacy Education Technical Support Finance 19

SmartKarrot

JUNE 1, 2021

Analyse customer data and usage metrics in order to provide insight against industry benchmarks, identify process improvements and drive change. Collaborate cross-functionally with internal teams (support, product, finance, and sales) for continuous learning and feedback.

Best practices 10

Best practices Finance Benchmark Upselling 10

SmartKarrot

FEBRUARY 9, 2022

However, one can find top executives in sales, marketing, finance, product, or customer support who are ready to carry out the role of a CS professional. With that, they can bring out a change in net retention rates or NRR, expansions, cross-sells, upsells, health scores , customer satisfaction scores , NPS, and so much more.

Chief Customer Officer 10

Chief Customer Officer Upselling Benchmark Metrics 10

SmartKarrot

AUGUST 16, 2022

Only when some metric goes off the benchmark can you know something is wrong. All things renewal, upsell, and other expansion formats can be considered. For example: If your product is a finance solution, the main users would be the customer’s finance team. You can prevent customer churn before it actually happens.

Chief Customer Officer 10

Chief Customer Officer Benchmark Finance Metrics 10

SmartKarrot

FEBRUARY 21, 2023

Account management is the practice of providing customers with service, support and improvement opportunities to increase their consumption of a product or service and maximize retention, cross-sell and upsell opportunities within the customer base.

Accountability 10

Accountability Management SaaS Finance 10

SmartKarrot

JANUARY 28, 2022

Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Protect the company growth by minimizing churn and finding upsell opportunities. Analyse campaign results, develop benchmarks, and create and share regular performance reports with different stakeholders.

Upselling 19

Upselling CRM Finance Benchmark 19

ChurnZero

JANUARY 17, 2025

1: Know the common ground that finance and customer success share. Gross Revenue Retention (GRR) m easure the recurring revenue retained from existing customers, excluding upsells but accounting for churn. Net Revenue Retention (NRR) includes upsells, expansions, and churn. Watch it here, and find the three top takeaways below.

Benchmark 52

Benchmark Upselling SaaS Metrics 52

Cincom

MARCH 17, 2025

Now, imagine a dealer hands you a vague estimate with hidden costs while another provides a clear and well-structured quote with price details, discounts, financing options and delivery timeline. This ensures that quotes adhere to company policies, reducing bottlenecks in getting approvals from sales managers or finance teams.

Sales 40

Sales CRM Finance Benchmark 40

Cincom

FEBRUARY 13, 2025

Faster Time-to-Quote: Replaces manual selection with AI-driven recommendations Improved Margins : Suggests upselling and cross-sell opportunities automatically. Consistency across teams : Sales, finance, and operations work with unified data. No More Configuration Errors : Ensures only valid product combinations are quoted.

CRM 40

CRM Upselling Sales Finance 40