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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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Best practices for configuring a customer health score (and why single health score fails)

CustomerSuccessBox

The best practices for configuring a health score include. A SaaS customer goes through acquisition, onboarding, retention, and upsell. Ultimately, you have to identify unmet needs so that you can upsell / cross-sell. Best practices for configuring a customer health score.

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ChurnZero Power-Users Share Tips, Tricks and Best Practices

ChurnZero

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.” . Request a demo here. .

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Five Best Customer Retention Software Solutions for Customer Success

Totango

Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. Here’s our guide to today’s best customer retention management software. Identifying customers in the market for upsell offers and referral invitations.

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Compensation Structures in Customer Success

Amity

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. That 30% can then be further segmented to weight different objectives, for example, renewals, upsells, or Net Promoter Score.

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How to hold customers accountable, and other outcomes based customer success best practices

ChurnZero

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.

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3 CSM Compensation Best Practices

ClientSuccess

Successfully executing a well-planned CSM compensation strategy depends on who owns revenue-generating KPIs and milestones related to a customer account, such as renewals, upsells, and new user expansions. As you structure your CSM compensation plans, here are three best practices to keep in mind: 1. You can learn more here.