TechSee

SEPTEMBER 21, 2023

Sophie AI reads product documentation and support flows, observes customer service and field service interactions, and learns at each step. The Sophie AI Assistant dynamically guides these internal users to full resolution based on your internal best practices and documentation.

Engineering 109

Engineering Enterprise Chatbots Self service 109

JivoChat

APRIL 15, 2021

Below, we’ll dig into some of the reasons organizations are embracing this communication channel before looking at the benefits of live chat software for businesses and the best practices to know before getting started. Live chat provides businesses with more upsell and cross-sell opportunities. What is live chat?

Best practices 52

Best practices Upselling CRM Sales 52

ChurnZero

SEPTEMBER 27, 2024

That’s especially true when it comes to aligning everyone on outcomes and gathering the data to track and measure them, which requires a set of outcomes based customer success best practices. Using attendee questions from our recent webinar on outcomes based customer success, they’ve mapped out six best practices to follow.

Best practices 52

Best practices Accountability Sales Feedback 52

JustCall

DECEMBER 24, 2022

12 Customer Service Improvement Strategies and Best Practices. On the other hand, rewarding customer service experiences increase sales volumes, improve customer retention, unlock upselling and cross-selling sales opportunities, and fortify business growth. In today’s era, customers demand top-notch customer service.

Best practices 52

Best practices Customer Service Customer centricity Self service 52

Totango

SEPTEMBER 20, 2022

Finally, we’ll share five top strategies and best practices you can use to get the most out of your customer enablement efforts. Offering customized upsells geared toward customer needs and product usage patterns. Higher retention creates more opportunities for upsells and referrals, increasing revenue.

B2B 88

B2B SaaS Education Brand ambassadors 88

CustomerSuccessBox

DECEMBER 4, 2018

The SaaS customer retention best practices below will help you understand the needs of your customers so that you can act proactively and maximize renewals. Customer Retention Best Practices. By using customer success software, you will know which features they are using most, and it might present an upsell opportunity.

Best practices 40

Best practices Customer retention SaaS Metrics 40

Babelforce

SEPTEMBER 15, 2021

You already train agents in security best practices. This could include highlighting help documentation or pointing out upselling or cross-selling opportunities. 12 Easy access to documentation. This is a cloud-based tool that stores all your documentation and makes it easily searchable. #13

Call Center 102

Call Center Scripts Contact Center Airlines 102

Totango

AUGUST 18, 2022

It also promotes higher product usage, increases the likelihood of upselling purchases and encourages customers to become enthusiastic brand advocates. Your checklist serves as a reference document that your customer success team and customers can consult. Having documented onboarding procedures allows you to automate your process.

Journey mapping 99

Journey mapping SaaS Upselling Enterprise 99

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. Communities furthermore, lower service costs and dramatically affect retention and upsell. The Bare Basics.

Advertising 98

Advertising SaaS B2C Best practices 98

ChurnZero

JANUARY 26, 2021

Customer success continues to evolve as a practice within companies that enjoy recurring revenue models. From technical support to renewals and upselling, this role might be one of the most confusing and misunderstood jobs in all of tech. . Here’s an example of how to document key stakeholders: . Executive Sponsor: .

Management 98

Management Chief Customer Officer Upselling SaaS 98

ClientSuccess

OCTOBER 18, 2022

Modern CSMs are now responsible for the full spectrum of customer conversations, including those trickier ones that may center around strategic initiatives such as renewals, upsells, expansion opportunities, or, in some cases, executive concerns. . eBook: Customer Success Best Practices from 20+ Executives.

Best practices 72

Best practices Upselling Coaching Accountability 72

Totango

DECEMBER 3, 2020

CS professionals now attest that their bonus structures are tied to company performance, renewals, net retention, upsells, and account health. . Account Health (Cited by 47% of Respondents): Customer health scores illustrate whether a client is ready for an upsell, at-risk of churning, or anywhere in between.

Upselling 65

Upselling Accountability Enterprise Metrics 65

Totango

APRIL 4, 2024

I recently hosted a webinar with four leaders from our team to learn how they work together to bolster retention, expansion, and upsells as a truly unified CS and sales front. We’ve set up systems to document what we said we were going to accomplish with the customer in the sales cycle.

Sales 94

Sales Upselling Accountability SaaS 94

Expivia

MAY 9, 2021

If you truly want to do QA (quality assurance) right, you need to keep looking for the latest trends and best practices. Learn about call quality monitoring best practices to ensure your contact center’s success. Document the Results of Call Quality Monitoring. What Is Quality Monitoring in a Call Center?

Call Center 98

Call Center Education call center association Contact Center 98

Nicereply

SEPTEMBER 21, 2021

Then, when chances to renew or upsell come along, customers aren’t interested because they feel like you haven’t delivered on your promises. By documenting complaints through surveys, your team can begin to discover patterns. So, what can you do? Start with asking the people who are leaving, “why?” Attention, granted.

Customer Experience 102

Customer Experience Self service Upselling Metrics 102

Callminer

SEPTEMBER 14, 2020

Business analysts are involved in activities such as relationship building, process evaluation, requirements gathering, process improvement, scope definition, requirements documentation, non-technical and technical design, scope management, project support, charting future direction and road mapping.

Call Center 182

Call Center Analytics First call resolution Metrics 182

Natalie Petouhof

AUGUST 26, 2015

In addition to an overview of the vendor, these documents identify key differentiators, product offerings, and provide a number of features that should help a client create short list when determining which vendor to put on out an RFI or RFP. The company has nearly $6 million in annual revenue and has raised $54 million in venture funding.

Sales 63

Sales Management Advertising Upselling 63

CSM Practice

JANUARY 13, 2021

In this blog, we’ll delve into the cause of these problems and highlight the mindset, strategies, and best practices to scale the renewal process effectively. Best practices. Document goals and use as a baseline KPI. Renewal Process – Best Practices, Tips, and Reminders. Hiring and compensation.

SaaS 98

SaaS Customer centricity Accountability Education 98

Comm100

SEPTEMBER 28, 2022

Download our annual Live Chat Benchmark Report for free access to the latest live chat data alongside best practices and optimization. Similarly, a utilization rate that is too high may result in rushed chats, mistakes in documentation, negative customer feedback, and agent stress. Live Chat Benchmark Report 2022. Click here.

Average Handle Time 98

Average Handle Time Benchmark Wait times Metrics 98

CustomerSuccessBox

JUNE 8, 2021

Design and implement best practices for delivering predictable customer success outcomes and thereby being instrumental in building long-term strategic relationships with customers. Drive Renewals and Upsells. Establish upsell and cross-sell playbooks to expand the organization’s footprint within the customer base.

Upselling 52

Upselling SaaS Metrics Best practices 52

Global Response

DECEMBER 21, 2022

Not only does it ensure agents are using your known best practices, but it also enables your team to find and create best practices by listening and evaluating successful calls. Call Center Quality Assurance Best Practices No two QA programs are—or should be—exactly alike. Of course—it’s never too late!

Call Center 62

Call Center Outbound sales Best practices Feedback 62

Totango

NOVEMBER 12, 2019

Best Practices for the Sales to Customer Success Handoff. Tested methods shown to ease the transition from sales to onboarding include: Document everything. The sales team sets customer expectations early, so make sure you document every promise and communication your sales team makes.

Sales 60

Sales Upselling Enterprise Best practices 60

aircall

FEBRUARY 17, 2021

Here are some sales strategy planning templates and best practices to help you build a foundation for your business success. Document clear goals and objectives. Detail the post-sales process, including follow-ups and plans for upselling, cross-selling, and generating referrals. Best Practices for a Strategic Sales Plan.

Sales 62

Sales call center software Best practices Call Center 62

Totango

JULY 8, 2021

With this system, alerts are automatically generated about any customer who requires attention – be it a customer with deteriorating health or an upsell opportunity that is set to renew soon. Started using new feature: Send best practices and power tips documentation. Schedule an adoption review in 30 days.

Upselling 66

Upselling Accountability Customer retention Metrics 66

ChurnZero

OCTOBER 1, 2022

The Q&A portion of the webinar dug into CSQLs deeper—covering the ideal time to roll out a CSQL model and the biggest pitfalls of its implementation—while also delving into whether CSMs should close upsells, and how to assign CSM books when they own expansion. Q: Should CSM roles close upsell deals? I have worked it as a CSM.

B2C 97

B2C Upselling B2B Accountability 97

Cincom

MAY 8, 2024

Lack of Renewal/Upsell Opportunities: Limited visibility into customer purchase history and usage makes identifying renewal and upsell opportunities extremely difficult. Automated Document Generation: CPQ software produces professional quote documentation tailored to the products selected.

Enterprise 52

Enterprise Sales CRM Upselling 52

Amity

MAY 25, 2016

Those supporting roles are looking at process improvement, training, documentation, and the development of playbooks. What they really rely on us to do is provide those best practices and say, “This is what you should/shouldn’t be doing” -- and our structure really allows us to accomplish that.

Best practices 90

Best practices Metrics Sales SaaS 90

CustomerSuccessBox

MAY 9, 2022

The pros (new customer ARR, upsells) and cons (no new customer ARR, no upsells) should be highlighted on this Customer Success dashboard (downgrades and churn). This could take the shape of in-platform pop-ups, asset, and documentation reviews, or, of course, direct consumer survey replies, depending on your company.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

ChurnZero

JUNE 5, 2020

With this much mental congestion, making mental notes is a futile attempt to document. So, make sure you always thoroughly document customer feedback. Resurface best practices to promote your expertise? Adults have an average of 50,000 thoughts every day, according to Lifehack. Details blur. Sentiments lose potency.

SaaS 64

SaaS Feedback Best practices Upselling 64

Global Response

DECEMBER 2, 2022

Long-term employees remember the policies, lessons, and best practices that make up the intellectual capital of an organization. Considering all these factors, the Total or True Cost of hiring, training, and onboarding a new agent ranges from $15,000 to $20,000.

Call Center 62

Call Center outsourcing Contact Center Advertising 62

CSM Practice

FEBRUARY 12, 2020

Since existing customers are usually more willing to buy, companies typically offer additional solutions and features in the form of upsells and cross-sells. Many companies upsell after their customers express a need for additional services. Document your expansion playbooks in detail for future recurring campaigns.

Upselling 52

Upselling Customer centricity Sales Accountability 52

Avaya

APRIL 15, 2019

Enables new sales or upsell (12%). Here are some best practices on the journey to AI success in DCX: You need a business case. Though all of the benefits listed below apply to a majority of companies, we asked them for the top benefit, the one that’s most significant for their organizations. Reduces the number of calls (16%).

Customer Experience 47

Customer Experience Chatbots voip Upselling 47

Cincom

MAY 8, 2024

Guided selling cuts order timelines by automatically recommending valid cross-sells and upsells. Generate Quotes Instantly The Cincom solution comes complete with templates to create professional, branded proposals, drawings, and other sales documents tailored to manufacturing. Consistency and clarity in communications are key.

Engineering 52

Engineering CRM Sales Enterprise 52

Cincom

FEBRUARY 25, 2025

Traditionally, this step is manual and error-prone, with sales reps copying and pasting product details, prices, and terms into a Word document or email. If needed, CPQ pulls legal terms and conditions into the document. For subscription-based services, CPQ handles renewals and upsells.

Sales 40

Sales CRM Upselling Best practices 40

CustomerSuccessBox

JULY 19, 2022

There is no structured repository to consolidate, manage, and access best practices. In contrast, a framework covers all the best practices & fundamentals that should be present in all B2B SaaS businesses. You can use data to determine the best time to push upsells to your customers.

Upselling 52

Upselling SaaS Best practices B2B 52

Amity

FEBRUARY 2, 2016

Editor’s note: This is a living document, and our goal is to update it regularly with the best resources around customer success. The Best Customer Success Resources of 2016. It determines the effectiveness of free trials, paid pilots, churn reduction, renewals, upsells and referrals.

SaaS 80

SaaS Education Customer retention Sales 80

Amity

APRIL 7, 2017

Hiring a customer success operations manager could help your team develop templates, document your customer success playbooks and ensure efficiency when executing them. Referrals entail upsell and cross-sell opportunities your customer success team helped accomplish.

Chief Customer Officer 67

Chief Customer Officer Metrics Consulting Consulting 67