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B2B Customer Segmentation: Six Best Practices

Totango

This article will give you six best practices for optimizing your B2B customer segmentation. Sales : Sales teams can use customer segmentation to group prospects and customers based on propensity to buy, potential transaction value and upsell opportunities. Six Best Practices for B2B Customer Segmentation.

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7 Digital Customer Experience Best Practices for Higher Satisfaction

Totango

Here are 7 digital customer experience best practices. The Totango Spark platform is designed to integrate automation and AI into all stages of the customer journey through KPIs, dashboards, and automated workflows called SuccessPlays which reflect best practices for an optimized experience.

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Customer Success Team Structure: Four Best Practices

Totango

In this blog, we’ll share some of the most important keys to effective CS team organization: We’ll look at what we mean by customer success and CS team structure. How to Structure a Customer Success Team: Four Best Practices. Here are four of the most critical guidelines for CS success: 1. Build Customer Loyalty.

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5 Best Practices for Hiring a Customer Success Manager

Totango

Following best practices for hiring a customer success manager can make a critical difference in the quality of your customer relationships. Adhering to good hiring practices when recruiting customer success managers can improve the quality of your customer relationships and increase client retention rates. Suggesting upsells.

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Customer Success in SaaS: A Complete Guide & Best Practices

Totango

On the other hand, when data reflects high customer satisfaction, CS teams can extend upsell offers or referral invitations. SaaS technology and supporting apps should be used to implement a data-driven approach to customer success, automate best practices, monitor results, and manage performance. Onboarding of new customers.

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Customer Data Management: Benefits & Best Practices

OctopusTech

Customer relationship management software is generally used by the sales team to know the purchase history of users, monitor and track interactions, and for upselling opportunities. Scope for cross-selling and up-selling opportunities Businesses might find cross-selling and upselling opportunities thanks to CDM.

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Guest Blog: Why cross-team collaboration is essential for B2B customer support teams

ShepHyken

Some customer support software solutions have these built in, while other options can include an internal Wiki, blog, or Slack channel. If a sales manager is looking to upsell the customer on a new feature, they’ll click on the company profile and know immediately that Friday probably isn’t a good day for a meeting.

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