ShepHyken

SEPTEMBER 7, 2023

A dedicated CX leader to guide strategy. 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. So, how does your CX team rise to the occasion?

B2C 346

B2C Customer centricity Feedback Upselling 346

Totango

JUNE 24, 2022

The software service industry presents unique challenges for customer success management while also creating unique opportunities that call for specific strategies. On the other hand, when data reflects high customer satisfaction, CS teams can extend upsell offers or referral invitations. Here are five keys to doing it right.

Best practices 109

Best practices SaaS Journey mapping B2C 109

Cincom

FEBRUARY 14, 2025

This article outlines 10 CPQ best practices to help optimize your performance, eliminate inefficiencies, and maximize ROI. Align CPQ with Your Sales Strategy A CPQ system that operates in isolation from the broader sales strategy leads to misaligned workflows, inconsistent pricing approvals, and disconnected customer interactions.

Best practices 40

Best practices Sales CRM Finance 40

Totango

OCTOBER 25, 2022

Your customer success team structure forms the organizational backbone supporting your CS strategy. Customer success teams are members of your organization tasked with making this happen through automated and manual CS management strategies. How to Structure a Customer Success Team: Four Best Practices.

Best practices 101

Best practices Chief Customer Officer Customer centricity Sales 101

ProProfs Blog

DECEMBER 4, 2020

These efforts will help the marketing team to attract the right audience and provide the best product offers that match their buyer’s expectations. The content efforts would be more streamlined and they’ll be able to help product teams to work on better strategies to launch the next product.

Marketing 147

Marketing Customer Service Upselling Customer Support 147

Totango

JULY 29, 2022

Did you know that 70% of revenue in a subscription-based business comes from existing customer renewals and upsells? In order to ensure renewals and maximize upsell opportunities, it’s important to consistently provide value throughout the entire customer journey. Customer Expansion at its Core .

Upselling 118

Upselling Enterprise Accountability Metrics 118

Totango

FEBRUARY 7, 2019

You should adopt a “time invested equals benefits gained” approach with your SaaS renewal best practices. The Top 5 SaaS Renewal Best Practices. We’ve gathered 5 of our favorite SaaS renewal best practices to help you remove the stress from your retention process: Define your customer.

Best practices 82

Best practices SaaS Customer retention Upselling 82

Totango

APRIL 24, 2020

As dependable and recurring renewal is crucial to the growth of our own enterprise, it is vital that we understand customer retention best practices must be implemented at every stage of the customer journey and reinforced by every engagement we undertake. 6 SaaS Customer Retention Best Practices.

Best practices 83

Best practices Customer retention SaaS Enterprise 83

Totango

JUNE 28, 2021

A f reemium strategy forms a foundation for SaaS marketing, but it’s often used without being understood. We’ll define what a freemium strategy is. We’ll contrast it with the similar-sounding but distinct concept of a free trial strategy. What Is a Freemium Strategy? Creating opportunities for premium upsells.

Upselling 96

Upselling SaaS Best practices Sales 96

Totango

NOVEMBER 3, 2021

Here we’ll cover some best practices for getting the most out of your NPS surveys. This strategy may be deployed piecemeal, but for best results, you can create and automate standard operating procedures defining events in a customer’s journey which trigger NPS surveys.

Best practices 103

Best practices Surveys Upselling Journey mapping 103

Totango

NOVEMBER 3, 2021

Here we’ll cover some best practices for getting the most out of your NPS surveys. This strategy may be deployed piecemeal, but for best results, you can create and automate standard operating procedures defining events in a customer’s journey which trigger NPS surveys.

Best practices 102

Best practices Surveys Upselling Journey mapping 102

Totango

FEBRUARY 4, 2020

This represents a shift from bygone eras when growth strategies were more sales-focused. What makes customer-centric growth so valuable for modern enterprises—and how can you create an effective strategy to promote it? Customer-centric growth puts customers at the heart of your business strategy. What is Customer-Centric Growth?

Customer centricity 71

Customer centricity Best practices Upselling Enterprise 71

Totango

NOVEMBER 3, 2021

Here we’ll cover some best practices for getting the most out of your NPS surveys. This strategy may be deployed piecemeal, but for best results, you can create and automate standard operating procedures defining events in a customer’s journey which trigger NPS surveys.

Best practices 100

Best practices Surveys Upselling Journey mapping 100

TechSee

SEPTEMBER 26, 2024

In this post we will explore the best practices and strategic considerations when determining your core objective: projecting the ROI of Agentic AI. Moreover, Agentic AI ensures that these upsell opportunities are delivered correctly, enhancing the likelihood of conversion.

Average Handle Time 124

Average Handle Time Upselling Enterprise Technical Support 124

aircall

MAY 28, 2021

When was the last time you asked yourself if your business had a good SMS strategy? With best practices for text messaging, your customer-facing teams will provide better service, while your sales and marketing teams can better interact with leads on a more personalized scale to more efficiently close deals.

Best practices 62

Best practices Sales Wireless Marketing 62

ChurnZero

FEBRUARY 7, 2025

To win the battle against churn, CS teams need to leverage the right strategies and specialized tools. Upselling opportunities Using CRM data, CS teams can identify upselling or cross-selling opportunities, which the CSP supports with targeted communication, ensuring the right message reaches the customer at the right time.

CRM 59

CRM Upselling Best practices Analytics 59

CustomerSuccessBox

JUNE 5, 2019

The best practices for configuring a health score include. Having a simple risk strategy, i.e., poor score must be broad and should consider each churn signal separately. A SaaS customer goes through acquisition, onboarding, retention, and upsell. Best practices for configuring a customer health score.

Best practices 89

Best practices SaaS Accountability B2B 89

Callminer

FEBRUARY 23, 2021

Support through social media: this channel is not just how consumers talk about the organization; it is a means of talking to the organization and part of a broader strategy of making communications easy and providing the channels your customers prefer. Reducing their real estate footprint is another cost-reduction strategy.”

Call Center 376

Call Center Technology Banking Contact Center 376

Totango

FEBRUARY 4, 2020

This represents a shift from bygone eras when growth strategies were more sales-focused. What makes customer-centric growth so valuable for modern enterprises—and how can you create an effective strategy to promote it? Customer-centric growth puts customers at the heart of your business strategy. What is Customer-Centric Growth?

Customer centricity 62

Customer centricity Best practices Upselling Enterprise 62

Outsource Consultants

JANUARY 24, 2025

This blog post explores the key components, best practices, and cutting-edge technologies that drive effective quality monitoring in contact centers. Key Components of Effective Quality Monitoring Quality monitoring in contact centers requires a combination of tools, metrics, and strategies.

Best practices 67

Best practices Contact Center Technology Schedule adherence 67

Totango

JANUARY 22, 2019

It requires you to use SaaS customer success best practices centered around mutual growth, a deep understanding of customer behavior, and constant monitoring of your customer’s journey. SaaS Customer Success Best Practices That Work. You know the fastest growing SaaS companies have the best record on churn and upsell.

Best practices 72

Best practices SaaS Upselling CRM 72

OctopusTech

JULY 21, 2023

However, without any appropriate strategies for customer master data management, this wealth of information will always be unused. By coming up with a solid customer data management strategy, one can collect, organize, and analyze all the information using customer database management software. What is Customer Data Management?

Best practices 62

Best practices Management Upselling Sales 62

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. In a SaaS company it is vitally important to know how and when my customers are using the platform in order to take advantage of a patterns… [one can] see an upsell opportunity or save a customer from churning by seeing a decline in usage.” . Register today! .

Best practices 72

Best practices Upselling Accountability SaaS 72

ShepHyken

NOVEMBER 20, 2017

Get inspired by the potential for your business and gain insights on how to develop your own personalization strategy and program. Stats and facts prove that a personalized experience allows you to upsell, cross-sell and create customer loyalty. Discover how to turn the one-to-one dream into a reality. And, it’s free.

Customer Service 96

Customer Service Personalization Upselling Self service 96

CCNG

JULY 3, 2024

Based on the client’s CX strategy, contact centers can employ single channels (like voice based call centers) or multiple channels (phone, email, live chat, instant messaging, and social media) for omnichannel customer engagement.

outsourcing 195

outsourcing Contact Center Airlines CCNG 195

Totango

JANUARY 9, 2020

Companies today are instead looking to implement a customer expansion strategy. What is a Customer Expansion Strategy? . An effective customer expansion strategy starts by taking the time to understand what your customers wish to achieve by using your product. Tips for Improving Your Customer Expansion Strategy.

Upselling 66

Upselling Best practices Accountability Personalization 66

ChurnZero

AUGUST 11, 2020

Did you know that 60% of SaaS companies reported a negative impact on customer retention and upsell deals due to the pandemic? The goal of this article is to show you options and maybe trigger some thoughts or new ideas around different customer retention strategies that you can employ before the next wave hits. . #1. Train to Listen.

Customer retention 97

Customer retention Chief Customer Officer SaaS Accountability 97

CSM Practice

JULY 6, 2020

After all, the very motive of these companies is to adapt to the situation, and further improve the overall performance through expansion selling strategies. Acknowledging the changing sentiment in the current market will make for better strategies for approaching customers. Upsells is a basic form of account expansion.

SaaS 71

SaaS Upselling Accountability Sales 71

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. . Be open to feedback: Often, it’s your salespeople who come up with the best ideas for how to be more efficient and productive. Upsell, cross-sell, referrals.

Best practices 62

Best practices Sales Call Center Coaching 62

CSM Practice

JULY 6, 2020

After all, the very motive of these companies is to adapt to the situation, and further improve the overall performance through expansion selling strategies. Acknowledging the changing sentiment in the current market will make for better strategies for approaching customers. Upsells is a basic form of account expansion.

SaaS 71

SaaS Upselling Accountability Sales 71

Totango

SEPTEMBER 1, 2022

Here we’ll show you how to update your SaaS QBR strategy to keep up with the latest technology and best practices. Finally, we’ll offer some tips on updating your QBR SaaS strategy to leverage the latest technology and best practices. Updating goals, strategies, and KPIs to pursue future objectives.

SaaS 104

SaaS Journey mapping Upselling Best practices 104

ChurnZero

MARCH 7, 2025

3: Customer marketing: A community helps identify champions, supports upsell/cross-sell opportunities, and provides feedback for your product roadmap. 3: Catalog your content needs: Focus on self-service content, product information, FAQs, roadmaps, best practices, tips and tricks, and industry news.

SaaS 52

SaaS Gamification B2B Metrics 52

Totango

AUGUST 16, 2022

Customer retention software has become essential for effective SaaS customer success strategies. Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. Reminding customers of renewal deadlines.

Customer retention 106

Customer retention Upselling CRM SaaS 106

OctopusTech

SEPTEMBER 9, 2023

With this comprehensive guide, you will discover the pros, cons, and best practices performed by outsourced call center services. You will get a deep understanding by which you can make an informed business decision on whether this strategy matches your business needs.

Best practices 62

Best practices outsourcing Call Center virtual call center 62

Quality Contact Solutions

JANUARY 27, 2022

All these avenues provide great information if you’re like me, but the real benefit is they inspire me to think creatively about improving or tailoring new techniques to my specific product or service selling strategy to increase sales. The fact is, I need to inspire my customer-facing staff to leverage best practices to increase sales.

Sales 98

Sales Upselling B2C Best practices 98

Totango

MARCH 15, 2022

Your human resources practices, your project management procedures and your technology strategy all need to come together in order for you to scale up without overextending yourself. To avoid this, make sure you follow sound human resource strategies when making staffing decisions.

Best practices 102

Best practices Upselling Enterprise Scripts 102

Amity

SEPTEMBER 28, 2016

Given Customer Success is still in early days, there is not necessarily a set of “best practices” for how to compensate your Customer Success team. Base Salary: In my opinion, this strategy does not align your CSM with their goals or the Customer Success team’s goals.

Upselling 95

Upselling SaaS Best practices Sales 95