ShepHyken

SEPTEMBER 7, 2023

How to train new CX processes Refining your current CX processes and training your team is crucial for developing a more customer-centric team culture and building a well-oiled machine. Customer onboarding Conduct role-playing sessions where teams act as both the customer and the onboarding specialist.

B2C 346

B2C Customer centricity Feedback Upselling 346

Totango

APRIL 24, 2020

It is an outcome based on an emotional reaction and connection to the performance of a supplier and the value a customer experiences through using that enterprise’s product. Why Customer Retention Matters. The digitization of business has made customer retention the lifeblood of the Software-as-a-Service industry.

Best practices 83

Best practices Customer retention SaaS Enterprise 83

JustCall

DECEMBER 24, 2022

12 Customer Service Improvement Strategies and Best Practices. In today’s era, customers demand top-notch customer service. The bar is raised so high that roughly 61% of customers would switch to another brand after a single bad customer service experience! Formulate Customer-Friendly Policies.

Best practices 52

Best practices Customer Service Customer centricity Self service 52

aircall

FEBRUARY 1, 2021

To make that happen, you’ll need to clearly define your sales training process, invest in the right training programs, and follow best practices for training sessions. . From the very beginning, emphasize the importance of being customer-centric during your sales coaching program. Customer experience. Storytelling.

Best practices 62

Best practices Sales Call Center Coaching 62

ClearAction

AUGUST 16, 2019

Is Your Customer Engagement Really Customer-Centric? Customer engagement can yield short-term or long-term rewards or penalties, depending on how customer-centric they are. Long-term rewards: uptick that sticks or increases organically — engagement fit the customer’s expectations and circumstances. “An

Customer centricity 48

Customer centricity Marketing Best practices Upselling 48

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. If your company is exploring the idea of implementing a dedicated Customer Success (CS) platform, the question of where to start can be daunting. Or perhaps upsell opportunities? . David Casal Del Castillo, Customer Success Manager, ProntoForms . .

Best practices 72

Best practices Upselling Accountability SaaS 72

Totango

AUGUST 13, 2024

At Totango + Catalyst, we made a strategic decision to challenge the script on revenue priorities, empowering customer success managers (CSMs)—those mostly intimately aware of customer needs and goals—to own core renewals, expansions, and upsells. Are you ready to unlock a new level of impact for your customer success team?

Management 98

Management Best practices Consulting Consulting 98

Lumoa

JANUARY 31, 2023

Voice of the customer: where to start? Define Roles Set targets Collect customer feedback Analyze the feedback Act on the feedback Close the loop with the customers Enhance customer-centric culture Recommended reading on Customer experience Why do you need Customer Experience Management?

Customer Experience 165

Customer Experience Customer centricity Metrics Feedback 165

Quality Contact Solutions

JANUARY 27, 2022

The fact is, I need to inspire my customer-facing staff to leverage best practices to increase sales. So many great ideas can quickly fall apart or appear unsuccessful simply because the strategy wasn’t necessarily the best approach for a team. Increase Sales by Upselling. Consider the following ideas: 1.

Sales 98

Sales Upselling B2C Best practices 98

ChurnZero

FEBRUARY 9, 2021

This course can be taken on its own as an introduction to the topic, or as one in a series of courses from PracticalCSM.com that build upon each other to cover the entirety of CSM best practices in greater detail. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Level: Intermediate.

Journey mapping 98

Journey mapping Best practices Consulting Consulting 98

ChurnZero

MAY 3, 2022

Across more than 30 playlists, you’ll discover everything you need to know about upsell, launching CS, customer training, CS careers, customer value management, retention and renewals, customer journey maps, health scores, segmentation, QBRs and much more. Start with: What is Customer Experience? 5: ChurnZero.

Journey mapping 98

Journey mapping SaaS Customer centricity Education 98

CustomerSuccessBox

SEPTEMBER 20, 2021

Lincoln Murphy is a leading customer success consultant, keynote speaker, and author. He posts regularly on customer success, customer experience, and customer-centricity and is a Growth Consultant focused on Customer-centric Growth. Recommended read: Top traits of a Customer Success leader.

SaaS 64

SaaS Customer centricity B2B Best practices 64

CSM Magazine

DECEMBER 13, 2023

Lack of Real-Time Data Insight Addressing the need for real-time data insight is essential for timely and effective customer support. Here are some of call center security’s best practices that you can use: Invest in systems and tools to monitor and analyze customer interactions in real-time.

Customer Service 52

Customer Service Upselling CRM Employee engagement 52

CSM Practice

DECEMBER 7, 2020

Using recommended processes and policies, CSM Practice’s customers significantly reduce the problem of churn, improve expansion selling, and accelerate new sales deals. SaaS companies, in particular, need to develop and implement effective customer success strategies to drive renewals and upsells.

Chief Customer Officer 81

Chief Customer Officer Upselling SaaS Consulting 81

Horizon CX

FEBRUARY 29, 2024

Missed Opportunities for Upselling and Cross-Selling: Genuine care and personalized interactions create opportunities to upsell or cross-sell additional products or services. Equip employees with the tools and resources they need to understand customer needs and deliver exceptional service.

Morale 52

Morale Customer centricity Upselling Feedback 52

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. We’ll cover these below, along with five best practices to follow when bringing a new customer success manager aboard your team. What Is a Customer Success Manager (CSM)?

Management 93

Management Upselling Coaching Best practices 93

Totango

MARCH 4, 2022

Customer success platforms help automate the task of delivering desired outcomes to customers on a consistent basis. Totango’s platform achieves this by combining KPI monitoring with automatically and manually triggered workflows called SuccessPlays , which reflect best practices for specific situations.

B2B 95

B2B Customer Service B2C Interactive Voice Response 95

Hodusoft

JULY 2, 2024

Ltd) to discuss strategies, trends, and best practices for enhancing customer experiences in the insurance sector. High Call Volume: Long wait times & high turnover rates in contact centers lead to increased abandonment rates and missed opportunities for upselling and cross-selling.

Agent burnout 52

Agent burnout Customer Experience Abandon rate Average Handle Time 52

ChurnZero

DECEMBER 9, 2020

Recommended read: How to Improve Customer Success Manager Status Updates. SuccessCOACHING helps CSMs and Customer Success teams understand best practices and gives practical advice on how to apply them to resolve real, everyday challenges CS professionals face as they work with their customers. inSided Blog.

Consulting 98

Consulting Consulting Best practices Upselling 98

Totango

SEPTEMBER 13, 2022

We’ll show you how to create a customer success playbook customized for your business. What Is a Customer Success Playbook? Track metrics measuring customer success. Automate best practices that promote better customer experiences. Optimize customer onboarding. Onboarding.

SaaS 89

SaaS Upselling Best practices Customer retention 89

Totango

NOVEMBER 19, 2019

Enterprises invest time and money delivering value to customers, and ROI returns often come in the form of recurring revenue from renewals and upsells. ROI is now an outcome of the customer experience, and the best way to boost customer success ROI is to streamline those efforts using targeted best practices. .

Best practices 64

Best practices Customer centricity Enterprise Finance 64

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 90

Upselling Customer centricity Enterprise Education 90

ChurnZero

JULY 2, 2020

SaaS organizations aspire to be it, but many don’t know how to transform this highly touted phrase into a practical application. The challenges to becoming a customer-centric company are not easy to overcome alone. It takes a village to raise a customer-centric company. Bring them closer to client experiences.

Chief Customer Officer 98

Chief Customer Officer Customer centricity Best practices Metrics 98

ChurnZero

NOVEMBER 4, 2022

To get a CEO’s perspective on the matter, ChurnZero’s You Mon Tsang joined ESG for a special CEO panel on “ The economy and Customer Success: The impact and what to do about it ,” with ‘nuffsaid’s Chris Hicken and Kapta’s Alex Raymond. Difficult conversations lead to deeper customer connections. Learn from three SaaS CEOs.

SaaS 98

SaaS Customer centricity Finance Best practices 98

JustCall

APRIL 3, 2023

This includes tracking usage metrics and identifying areas where the customer can benefit from additional features or services. Renewals and upsells : Another important area of responsibility for the customer success team is driving customer renewals and identifying opportunities for upsells.

Upselling 52

Upselling Metrics Best practices Customer centricity 52

Totango

JUNE 11, 2019

However, this process takes dedicated nurturance of the customer relationship. And you will end up facing customer success challenges along the road of customer-centricity. While problems are inevitable and new ones will always arise, customer-centricity gives you the tools you need to effectively handle any issues.

Customer centricity 93

Customer centricity Best practices Upselling Feedback 93

Totango

JULY 24, 2020

Rather than—or along with—increasing your revenue base by pursuing new customers, you encourage current customers to expand their license agreement, purchase additional features, renew at a higher rate, or extend the use of your platform across their enterprise. 6 Ways to Drive Client Expansion. Show Value Quickly.

B2B 62

B2B Enterprise Best practices Upselling 62

Totango

AUGUST 12, 2020

The rise in SaaS and subscription business models with low upfront costs and regular renewal windows means customers can make emotional and rapid decisions to leave an agreement with little consequence. Train Your Customers. Keep Customers Engaged. Is the customer too polite or uncertain to tell the whole truth?

SaaS 87

SaaS Upselling Enterprise Best practices 87

Totango

SEPTEMBER 24, 2018

Customer Success for the Enterprise, held on September 18th in NYC was an exciting chance for Customer Success leaders from around the world to exchange their innovative ideas in this ever-changing space. . Read on to find out how you can apply these to your own Customer Success strategy. Customer-Centricity is Key.

Chief Customer Officer 50

Chief Customer Officer Customer centricity Best practices Enterprise 50

ChurnZero

FEBRUARY 9, 2021

This course can be taken on its own as an introduction to the topic, or as one in a series of courses from PracticalCSM.com that build upon each other to cover the entirety of CSM best practices in greater detail. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Level: Intermediate.

Journey mapping 52

Journey mapping Best practices Consulting Consulting 52

TechSee

MAY 29, 2018

With clear ROI demonstrated almost immediately upon implementation, C-level decision-makers and call center management have turned to visual engagement as an important stepping stone on their journey towards providing a digital customer-centric experience. Best Practices in Visual Support. Higher agent engagement.

Contact Center 95

Contact Center Call Center Best practices Customer centricity 95

Totango

NOVEMBER 19, 2019

Enterprises invest time and money delivering value to customers, and ROI returns often come in the form of recurring revenue from renewals and upsells. ROI is now an outcome of the customer experience, and the best way to boost customer success ROI is to streamline those efforts using targeted best practices. .

Best practices 48

Best practices Customer centricity Enterprise Finance 48

ChurnZero

MAY 3, 2022

Across more than 30 playlists, you’ll discover everything you need to know about upsell, launching CS, customer training, CS careers, customer value management, retention and renewals , customer journey maps, health scores , segmentation , QBRs and much more. Start with: What is Customer Experience?

Journey mapping 52

Journey mapping SaaS Customer centricity Education 52

CSM Magazine

JULY 22, 2021

Henry Spitzer, VP of Sales at Lusha explains how community building is a powerful and cost-effective way to increase retention by creating a central destination for users to find support, advice and best practices. Gone are the days of static one-sided advertising that speaks at the customer. The Bare Basics.

Advertising 98

Advertising SaaS B2C Best practices 98

Global Response

MARCH 13, 2024

Market research and customer insights : CX outsourcing companies can also gather customer feedback, assess satisfaction levels, and provide insight into customer preferences and behaviors. Choose one that will drive customer satisfaction and contribute to business growth. Here are some best practices to keep in mind.

outsourcing 62

outsourcing Best practices Feedback Customer retention 62

Totango

AUGUST 18, 2022

This increases customer satisfaction, reduces the risk of refund requests and increases the likelihood of customers renewing their subscriptions rather than churning. It also promotes higher product usage, increases the likelihood of upselling purchases and encourages customers to become enthusiastic brand advocates.

Journey mapping 95

Journey mapping SaaS Upselling Enterprise 95

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 63

Upselling Customer centricity Enterprise Education 63