Remove Best practices Remove Metrics Remove Upselling
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Guest Post: How to Design a Customer Success Program That Works

ShepHyken

Provide them with checklists, guides, and best practices. Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Regularly update training materials based on customer feedback.

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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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8 SaaS Onboarding Best Practices

ChurnZero

Read our guide here for the 8 SaaS onboarding best practices to step up your onboarding experience. You’ll be able to put together much more efficient internal workflows and define responsibilities and metrics. Your metrics are going to be different from your customers’ key metrics since you both have different goals.

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Customer Success in SaaS: A Complete Guide & Best Practices

Totango

The digital nature of SaaS customer experience means that success outcomes are defined primarily in terms of digital, measurable key performance indicators, such as product usage metrics. On the other hand, when data reflects high customer satisfaction, CS teams can extend upsell offers or referral invitations.

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3 Action Steps for Successfully Implementing Cross-Selling and Upselling

Playvox

Are your customer service representatives (CSRs) cross-selling and upselling relevant products and services to your customers? As more contact centers explore implementing cross-selling and upselling, they’re finding very little information on how to do it successfully. What do they value? What will help them achieve their goals?”.

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6 Voice of the Customer Best Practices You Should Implement

Totango

Voice of the Customer best practices turns words into action. Product metrics. Voice of the Customer best practices tell us that you not only need to collect customer feedback, but it’s critical you take action on it. While direct feedback is helpful, it’s also important to be ready to capture indirect feedback.

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Customer Success Team Structure: Four Best Practices

Totango

How to Structure a Customer Success Team: Four Best Practices. Customer success organizations will enjoy an optimal performance by following some established best practices. For best results, coordinate your CS team with your marketing and sales team to develop an integrated expansion plan. Build Customer Loyalty.