Cincom

MAY 8, 2024

Manufacturing-focused CPQ (Configure, Price, Quote) software provides an automated quoting engine designed specifically for industrial use cases. Pricing Engine: Manages complex pricing models, discounts, and quote versions. Guided selling cuts order timelines by automatically recommending valid cross-sells and upsells.

Engineering 52

Engineering CRM Sales Enterprise 52

Totango

SEPTEMBER 17, 2021

A free version of your product can be promoted on search engines and social media. Creates Upsell Opportunities. A free version of your product gives your sales team an opportunity to extend an upsell offer. Follow Best Practices to Make Your Freemium SaaS Model Work. Freemium Users May Not Convert.

SaaS 76

SaaS Best practices Upselling Journey mapping 76

CustomerSuccessBox

MAY 28, 2021

Now that involves two main essential activities- Retaining Customers and Upsell to consumers. Subscription Economy is rewarding for those who Retain and Upsell to their customers. Onboard> Success > Support >Upsell, Referral, Renewal. “95-80% Learn the best practices for configuring Customer Health Score.

Technology 52

Technology SaaS Upselling Customer retention 52

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 64

Upselling Accountability Enterprise Metrics 64

Totango

APRIL 11, 2019

An illuminated “check engine” light is scary because it doesn’t offer any solution. For many, “check engine” may as well just say “car broken”—and that’s terrifying. It is a powerful tool for capitalizing on potential upsell opportunities and preventing customer churn. How to Improve Your Customer Success Health Score.

Metrics 88

Metrics Upselling Accountability Enterprise 88

Totango

APRIL 30, 2021

Paid advertising for PPC, search engine marketing, social media and web retargeting. Price comparison engines. Customer marketing to promote renewals cross-sells and upsells. Developing marketing content for blogs, social media and video platforms. Web design and maintenance. Email marketing. Text marketing.

Customer retention 64

Customer retention Advertising Engineering Upselling 64

CustomerSuccessBox

FEBRUARY 2, 2022

We’ll look at some of the different challenges that can arise, as well as the best practices for dealing with them, in this guide. Drive a gentle upselling process. One of the most obvious goals of an acquisition is to increase upsells of your product. Learn about the strategies to increase upsells!

Upselling 52

Upselling Education Accountability CRM 52

Help Scout

MAY 27, 2021

As head of the customer success team, customer success managers (CSMs) are the arbiters of best practices for customers. There are few individuals within your company that talk as candidly with your customers as your CSMs — they are a great source of data for your product and engineering teams. Knowledge type.

Accountability 66

Accountability Management Upselling Education 66

Hodusoft

JULY 24, 2024

Cross-selling and Upselling Cross-selling means selling related or supplementary products to customers. Upselling means selling a higher-end version of a product they intend to buy or have already bought. Both cross-selling and upselling strategies involve selling to an existing customer. What is Call Center Management?

Customer retention 52

Customer retention Call Center call center software Interactive Voice Response 52

TechSee

APRIL 10, 2018

By turning a potential threat into a secret weapon, BPOs utilize the power of technology as a strategic differentiator, as well as an additional revenue source and growth engine. By gathering best practices from multiple industries and use cases available to them, BPOs can become leaders in new technologies and their implementation.

Call Center 140

Call Center Technology outsourcing Self service 140

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. Examples include: Search engine queries and ads. Upsell purchases. Social media posts. Demonstration videos. FAQ searches.

SaaS 109

SaaS Journey mapping B2B Feedback 109

ChurnZero

NOVEMBER 4, 2022

With most businesses having gone partially, hybrid, or fully remote, You Mon recommends that all businesses adopt the mindset and best practices of a remote-first company to stay competitive. We know that instinctively, and by doing the renewal, the upsell, the cross-sell, we’re actually adding a lot more value to the customer.

SaaS 98

SaaS Customer centricity Finance Best practices 98

Call Journey

JUNE 23, 2019

Call Journey aims to help businesses on how to: Maximize Upsell & Cross-sell opportunities. Automate Script Adherence and Sales Best Practices. Our speech experts bring together Natural Language Processing and Artificial Intelligence to create the best-of-breed speech analytics engine in the market.

Engineering 40

Engineering Upselling Analytics Scripts 40

Call Journey

JUNE 23, 2019

Call Journey aims to help businesses on how to: Maximize Upsell & Cross-sell opportunities. Automate Script Adherence and Sales Best Practices. Our speech experts bring together Natural Language Processing and Artificial Intelligence to create the best-of-breed speech analytics engine in the market.

Engineering 40

Engineering Upselling Analytics Scripts 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

SmartKarrot

JANUARY 13, 2023

Proactively work with the sales team on upsells and expansion opportunities while mitigating potential churn risks. Own key metrics for your team including renewal forecast, activity management, upsell, adoption, and churn. Leading on and feeding into the Customer Success strategy and best practices. Apply here: [link].

Upselling 19

Upselling Best practices Engineering Coaching 19

ChurnZero

MAY 9, 2024

Time flies, accounts fall through the cracks, renewals get harder, and you miss upsell opportunities. Q: Do have any customer success outreach best practices for clients at risk of churning? The bottom line, though, is that failing to talk to customers regularly creates an uphill battle. So what can you do to fix it?

Accountability 52

Accountability Upselling Coaching Best practices 52

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. . They also provide an opportunity to bring in best practices. Executive Sponsor: .

Management 98

Management Chief Customer Officer Upselling SaaS 98

SmartKarrot

MARCH 20, 2023

creating and carrying out chances for upselling and expansion. Handling the goals for expenses and income (renewal, upsell, and expansion). creating best practices and tactics that are measurable, repeatable, and lead to product acceptance, value, and expansion. establishing best practices for platform utilisation.

Upselling 19

Upselling Enterprise Technical Support Finance 19

CustomerSuccessBox

JANUARY 8, 2020

Customer success department’s responsibilities are slowly increasing to encompass several things like increasing LTV of customer base, reducing churn, providing references, case studies, customer stories to sales and marketing, providing feedback to product team, creating upsell opportunities, facilitating renewals, etc! Predictable Upsells.

Upselling 52

Upselling SaaS B2B Metrics 52

SmartKarrot

OCTOBER 14, 2022

Building relationships with key internal stakeholders at the customers, including executives, senior management in operations and engineering, and factory staff, including process engineers. Co-owning the upsell and renewals of current customers with the Sales Team. Apply here: [link] Role: Sr.

Upselling 19

Upselling Engineering Education Best practices 19

SmartKarrot

OCTOBER 3, 2022

Role: Senior Director of Customer Success Location: Washington DC-Baltimore Area, US (Hybrid) Organization: TitanHouse As a Senior Director of Customer Success, you will establish and adhere to best practices in SaaS Customer Success. Work with your assigned Strategic Account Manager (SAM) to meet retention and upsell goals.

Upselling 19

Upselling Coaching Best practices Consulting 19

Back Office Centers

JANUARY 31, 2023

Upselling is the term for this. When using best practices, online retailers may benefit greatly from this customer care channel. Businesses engaged in Christmas shopping that want to enhance customer satisfaction and raise profit margins can use it as a powerful sales engine.

outsourcing 40

outsourcing Customer Care Upselling Sales 40

SmartKarrot

APRIL 20, 2022

Identify upsell opportunities that will be directed to General Managers on the Partnerships team. Analyze your client’s performance data to identify opportunities and recommendations with accompanying industry best practices. Manage the process for customer escalations, ensuring all the proper stakeholders are involved.

Upselling 19

Upselling Best practices Accountability Sales 19

SmartKarrot

OCTOBER 31, 2022

Identify and achieve targets on renewal rates, customer satisfaction, expansions and upsells. Curate product technical best practices and methodologies to use in customer success delivery. Partner with Sales team on renewals, upsells, cross-sells, and expansion opportunities. Ensure customer satisfaction.

Upselling 19

Upselling Best practices Coaching Engineering 19

SmartKarrot

NOVEMBER 22, 2022

Build an engine for positive team growth across recruiting, training, management, and operations. Evolve and scale a service organization that improves activation and upsells in a product-led, support-driven environment. Continuously research and learn from best practices in the industry. Apply here: [link].

Best practices 19

Best practices Customer advocacy Government Upselling 19

Mindtouch

JULY 25, 2017

According to the Consortium’s website, the impetus behind this switch was to make the processes and best practices that define KCS “generic.” By expanding KCS to non-Support departments, you can empower these roles to become part of the knowledge creation engine. They also know what it is that customers don’t know.

Self service 59

Self service Best practices Upselling Sales 59

Netomi

MARCH 24, 2023

The key is using AI in every step of the process, from discovery to optimization, to help increase conversion rates, offer upsell and cross-sell opportunities, and reduce abandonment rates. It can provide the novel stimulation we may crave at first, but ultimately, a platform is only as good as what’s in the engine.

Chatbots 52

Chatbots Abandon rate Contact Center Upselling 52

SmartKarrot

JULY 27, 2022

Collaborate across business units and the team to institute, manage, execute, and enhance a best practice customer success program and account-level strategic plans. Identify upsell initiatives with additional product offerings that can be handed over to the sales team.

Finance 19

Finance Best practices Engineering Upselling 19

Amity

OCTOBER 31, 2016

Uberflip has always had a strong marketing team because, after all, we’re a content marketing platform, the sales team has grown a ton over the last couple of years, and we have an amazing, fast-growing engineering team that’s built an amazing product. How did you personally get started in Customer Success?

Coaching 0

Coaching Upselling Engineering Marketing 0

SmartKarrot

APRIL 1, 2022

Role: Customer Success Director, WordPress VIP Location: Remote, United States Organization: Automattic As a Customer Success Director, you will be responsible for developing and supporting best-in-class account teams (Technical Account Managers, Engineers, and Support Engineers) by acting as a mentor, coach, and team player.

Upselling 19

Upselling Engineering Accountability SaaS 19

SmartKarrot

JUNE 3, 2022

Serve as a customer advocate internally while effectively collaborating with internal teams including product management, sales, design, QA, and engineering. Promote available content – including webinars, best practice guides, user guides, and the Sovos online portal. Create upsell and cross-sell opportunities with clients.

Best practices 19

Best practices Engineering Upselling Sales 19

ChurnZero

NOVEMBER 27, 2019

The Customer SuccessCon event series provides an intimate setting to learn, share best practices and speak freely and openly about the current state of Customer Success. . Or trying to identify trends and patterns that maximize renewals, upsells or logo retention? . A re you assessing health? Automating processes?

Chief Customer Officer 75

Chief Customer Officer SaaS Metrics Education 75

SmartKarrot

NOVEMBER 15, 2021

Ensure customer success team is adhering to customer engagement best practices. Partner with the internal Celtra team members (Product Management, Engineering, Solutions) to align your activities with the customer’s business case and strategy. Manage a large book of business and be accountable for high renewal rates.

Real estate 19

Real estate Inbound sales Upselling Customer advocacy 19

SmartKarrot

JULY 7, 2022

Role: VP of Customer Success Location: New York, NY, US Organization: Instabase As a VP of Customer Success, you will set the vision and strategic plan for the Technical Account Management and Customer Engineering functions, focusing on increasing product adoption, leading an exceptional customer experience, and driving growth.

Engineering 19

Engineering Upselling Accountability Metrics 19

SmartKarrot

AUGUST 30, 2022

Advocate for corporate clients’ needs with the product, engineering, marketing and sales teams to ensure all departments work together to support a great client experience. When needed, partner with sales team to drive upsell opportunities. Provide additional training to help customers implement new use cases.

Upselling 19

Upselling Coaching Accountability Sales 19

SmartKarrot

JUNE 2, 2022

Scale the Customer Success department against business needs through hiring, cultivating leaders, installing best practices, and reinventing processes as we grow. Work collaboratively with other senior executives and departments across the company, including Product, Engineering, Sales, Finance, and others.

Best practices 19

Best practices Finance Upselling Enterprise 19