JustCall

AUGUST 14, 2019

The need for this harmony has been seen heavily between two teams – customer success and sales. A quick fact – High-performing sales teams are 2.3 Why do you need alignment between sales and customer success? You cannot leverage them for testimonials and case studies. You lose their business.

Sales 71

Sales Upselling Personalization Feedback 71

ClientSuccess

MARCH 8, 2021

From upsell inquiries from sales to feature testing requests from product to the all-consuming customer requests, it is a lot to deal with. to an extended case study or video. Customer Success Managers (CSMs) field requests from every angle every single day. Customer marketing is key.

Customer advocacy 92

Customer advocacy Upselling Marketing Sales 92

ProProfs Blog

DECEMBER 27, 2020

Honestly, it can get annoying when you come across pushy sales representatives during your buyer’s journey who treat you like a sales target that needs to be acquired at any cost. It is said that sixty-seven percent of the buyer’s ‘decision’ is complete before a buyer even reaches out to sales. Troubleshoot any confusions.

Journey mapping 148

Journey mapping Education B2B Sales 148

Amity

JULY 26, 2017

When making the case for Customer Success, make sure you understand what Customer Success can actually bring to the Sales team and how it will power not only retention and expansion but also acquisition. Offload Your Sales Team. Without Customer Success, a lot of the Sales staff’s time is dedicated to account management.

Sales 57

Sales Upselling Customer centricity Accountability 57

ClientSuccess

SEPTEMBER 3, 2020

Ideally, most objectives are quantitative and aligned to the important KPIs of the business (retention, upsell, cross-sell, NPS, # of case studies, etc.). For most of the year, the CSMs counterpart on the sales side of our business was nowhere to be seen, only occasionally popping into the equation to see how things were going.

Management 111

Management Upselling Sales Accountability 111

Totango

MARCH 29, 2022

By having valuable customer data attributes and signals available with real-time visibility in one platform, sales and marketing teams can confidently take action with the most relevant messaging for customers. How Mapping Customer Journeys with Data Helps Marketing + Sales Teams . Allow Automation to Scale Customer Engagements.

Customer advocacy 101

Customer advocacy Upselling Accountability Sales 101

JustCall

APRIL 26, 2022

Hence, prospects expect customization at every touchpoint of the sales cycle. Every 2 out of 5 salespeople name prospecting as the most difficult aspect of the sales process. What is Sales Intelligence? Did you know the global sales intelligence market size is expected to grow at 10.6% CAGR between 2021 and 2030?

B2B 52

B2B Sales Upselling CRM 52

ChurnZero

MARCH 14, 2025

And, on the flip side, what value does customer success bring to their sales counterparts as part of the broader go-to-market team? Will CSMs struggle to maintain a customer-first mindset and spend all their time on upsells, rather than learning about their big picture goals and helping them navigate the path to get there?

Upselling 52

Upselling Sales Customer retention Consulting 52

CustomerSuccessBox

FEBRUARY 14, 2019

The major KPIs of a Customer Success Manager are: Increase Lifetime Value (LTV) of the customers (by upsells, cross sells etc). The job of a Customer Success Manager is to make sure that the customers are getting the value that had been promised by the sales team and are able to achieve their goals. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

Inbenta

JULY 29, 2021

Upgrades or upselling management. Chatbots can be used as a sales upselling tool to suggest additional services, upgrades and offer upsell promotions to travelers who have already booked a flight. If you want to know more about their chatbot, make sure to check their case study.

Airlines 88

Airlines Chatbots Upselling Self service 88

ChurnZero

MARCH 31, 2023

Case studies have shown loyal customers spend more— up to six times more —over the customer lifetime. In other words, the growth a company generates from loyal customers will vastly outweigh the value of the initial sale. Here are 11 statistics, quotes and quips that make the case for investing in Customer Success teams.

Benchmark 98

Benchmark B2B Accountability Consulting 98

Amity

APRIL 3, 2017

But, what I will say is make sure you segment your customers appropriately (by MRR, CSM, Sales, etc.), Sales Professional that closed the deal. Upsells / Cross Sells /Renewals: I am constantly hearing and involved in conversations around who owns what in this category (Sales vs CSMs). Products Purchased. Analyze it.

Upselling 70

Upselling Metrics Feedback Accountability 70

JustCall

NOVEMBER 24, 2022

The Intelligent Way to Use Sales Intelligence. What is Sales Intelligence? The ability to score more sales is a valuable skill. Often, this journey involves spotting qualified leads, building relationships, identifying stages of the sales funnel, and finally, closing the deal. That is where sales intelligence comes in.

Sales 52

Sales Marketing B2B CRM 52

NobelBiz

MAY 25, 2023

Goldmine, which launched in 1990, was the first kind of software to combine contact information, calendaring, sales data, and marketing automation into one platform. This can lead to increased customer satisfaction and loyalty, as well as improved sales and revenue. Since then, the CDP market has grown rapidly.

call center software 98

call center software Call Center APIs Contact Center 98

Comm100

NOVEMBER 2, 2020

We have hand-picked some of the top chatbot examples to show you how you could use AI customer service bots across channels – 5 use cases across industries, plus one case study of how a chatbot resolved 91% of live chat inquiries. Post-sale, your chatbot can be a 24/7 customer success manager. Industry: Ecommerce.

Chatbots 72

Chatbots Customer Service Banking Healthcare 72

ClientSuccess

MAY 10, 2022

The ‘sale’ of a new customer – aka the monetary amount of the contract – is often looked at as the be-all-end-all metric to determine the value of the customer. This includes the initial contract, of course, and any upsells, expansions, and renewals that may occur.

Upselling 59

Upselling Metrics Accountability Sales 59

Cincom

FEBRUARY 25, 2025

In 2025, sales cycles are more challenging than ever. Breaking Down the CPQ Process Flow: Step-by-Step Guide CPQ software streamlines sales by automating product selection, pricing, and quote generation. This prevents sales reps from offering incompatible options, incorrect specifications, or unavailable features.

Sales 40

Sales CRM Upselling Best practices 40

NobelBiz

SEPTEMBER 3, 2024

’ Read Case Study Ways to Measure Low Call Center Productivity To effectively address productivity challenges, it’s crucial to accurately measure and monitor the performance of your call center. All the way from onboarding to support to troubleshooting has been great throughout this journey!’

Call Center 98

Call Center Morale First call resolution Abandon Call 98

ProProfs Blog

DECEMBER 21, 2020

Stable customer base results in higher referrals, improved upsell revenue and increased lifetime value (LTV) which further results in improved customer acquisition in future. Where have your sales and marketing strategies failed to keep customers engaged with the brand? They have a sales target to meet. They are: i.

Surveys 148

Surveys Benchmark Feedback Sales 148

Amity

MARCH 1, 2018

Route your promoter responses to Marketing, they may want to reach out for a testimonial or a case study. Net Promoter Score data should also appear in your Sales team’s system of record for upsell and referral opportunities. The Product team needs to see feedback related to your application.

Customer advocacy 73

Customer advocacy Surveys Upselling Feedback 73

REVE Chat Blog

NOVEMBER 21, 2019

Lead generation is one of the most critical steps in sales and marketing for this is where businesses get their precious pool of prospects that can eventually become loyal customers. . Provide real time sales assistance with live chat. The data can be used by the sales team to approach the visitors. .

B2B 77

B2B Best practices Sales Education 77

Amity

JANUARY 4, 2017

Here are a few common examples: Sales Team - Customer Success will partner heavily with Sales. This information helps the Sales Team sell it right the first time therefore reducing churn risks down the road (and those not so fun breakup conversations). Let’s not forget the upsell and cross sell opportunities.

Upselling 63

Upselling Feedback Sales Marketing 63

Totango

MARCH 2, 2021

In this blog, we’ll look at how the customer journey has been reconceived around the image of a flywheel that integrates both the pre-sales and post-sales steps in the process. This approach separated the pre-sales buyer’s journey from the post-sales customer journey. Case Studies. Product webinars.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

ChurnZero

JULY 9, 2020

Sure, you won customers over to get the initial purchase, but what about your post-sale courting? Celebrate (and Capitalize) on Success With Case Studies. Case studies are a mutually beneficial way to promote your product and your customer among interested audiences – so long as your features know their place in the story.

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

LiveChat

APRIL 1, 2016

Read on to see what types of customers you can meet when handling sales cases and what you can do to make their contact with you helpful and memorable. Types of customers from a sales perspective. You can segment your customers into groups based on their position in the sales funnel. Discount customer – Discount Dan.

Brand ambassadors 59

Brand ambassadors Sales Upselling Scripts 59

Cincom

FEBRUARY 17, 2025

Are you losing valuable time in endless sales cycles, wondering if theres a faster way to get quotes to your prospects? Picture this: A sales rep spends hours configuring a complex product, cross-checking prices, and waiting for approvals. Its a frustrating reality for many sales teams. Sales cycles can drag on forever.

Sales 40

Sales Scripts Education Finance 40

CustomerSuccessBox

JULY 29, 2020

CS teams should maintain consistency with the metrics (like retention, upsell, NPS) but the targets should be discussed to make them achievable in these times. Puneet suggested that no CS team runs on a single KPI but rather a set of KPIs like logo retention, MRR Retention, Upsell etc. How should we talk about upsells and renewals now?

Upselling 52

Upselling Metrics SaaS APIs 52

inSided

OCTOBER 1, 2022

These were some of their top challenges: Fractured customer experience : Customers need to visit different places to access content, with low navigability of available resources and a jarring gap between the pre- and post-sale customer experience. So how to capture the post-sale demand of your customers?

Upselling 52

Upselling Accountability Sales outsourcing 52

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!

Upselling 52

Upselling SaaS B2B Metrics 52

Education Services Group

NOVEMBER 25, 2019

Though both AMs and CSMs have a post-sales role, and AMs often make excellent CSMs with the proper change management and training, the two practices are certainly far from synonymous. From the AM’s perspective, renewal is of vital importance in a SaaS business, so resources should be dedicated to making and re-making the sale.

Accountability 59

Accountability Management Upselling Sales 59

Totango

DECEMBER 10, 2019

This is because not only do you have to find and reach a new customer but you also have to walk them through the sales funnel. Not to mention, everyone—from sales to renewal teams—needs to access customer data and account histories. . How can you help the sales team increase the number of licenses or upsells?

Customer retention 65

Customer retention B2B Enterprise Metrics 65

Amity

MAY 25, 2016

A main focus of my job is on Sales, which is a combination of organic growth and partnering with the Sales Team to acquire new customers. In the majority of cases, our Customers are introduced to individuals from their Customer Success team prior to the actual sale closing.

Best practices 90

Best practices Metrics Sales SaaS 90

Totango

JULY 24, 2020

You cannot schedule an upsell engagement at a predetermined time in the customer journey. That support could take the form of additional training or materials such as webinars, or it could be an in-product solution that doubles as a ready upsell. Instead, you have to watch for a need to arise and then proactively fill it.

B2B 63

B2B Enterprise Best practices Upselling 63

CustomerSuccessBox

JUNE 20, 2022

By collecting accurate data and comprehensive information about your customers, you can improve retention, uncover additional sales opportunities, and boost your customer health scores. Detect and Act on Upsell & Cross-sell Opportunities. Automate mundane tasks for Maximum Efficiency. Improve user onboarding. Growth Stage SaaS.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

NobelBiz

MAY 28, 2024

In a blended call center, the focus is on ensuring that agents are always engaged, whether they are addressing incoming customer inquiries or making outbound calls for sales or follow-ups. For instance, agents can capitalize on inbound calls to upsell or cross-sell products and services. What Is a Blended Dialer?

Call Center 52

Call Center Interactive Voice Response Outbound sales Scripts 52

Babelforce

JANUARY 28, 2021

The easy way: Define a period (for example, one financial year) Calculate the total sales and marketing cost for the period Divide that by the number of customers acquired during the period. What happens when you connect your lead management systems to supporting systems, like your sales dialer ? More sales. #2 Talk to them.

Contact Center 52

Contact Center CRM Upselling Sales 52

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). It’s possible to improve the consumer targeting approach to better identify qualified clients for the sales funnel. Customer Success KPIs.

Metrics 52

Metrics Upselling Customer advocacy Best practices 52