ClientSuccess

MARCH 5, 2020

From keeping running meeting notes and managing outstanding tasks to forecasting upsell potential and tracking revenue changes, your customer success platform should become your team’s single source of truth for all things customer success. You can get started by scheduling your personal consultation here. .

SaaS 52

SaaS Finance Benchmark Upselling 52

ChurnZero

OCTOBER 1, 2022

Even though CSQLs have a lower customer acquisition cost, faster rate of return, and high close-rate, says Tony D’Auria, industry principal at Valuize, a customer lifecycle consultancy. Q: Should CSM roles close upsell deals? Then the east is high because you’ve got all our finance and pharma and all of that coming out of there.

B2C 97

B2C Upselling B2B Accountability 97

ChurnZero

MARCH 18, 2022

Speaker: Dave Kellogg , Principal, Dave Kellogg Consulting. My first answer is – just as a business finance-oriented person and former CEO – I like the notion of each CSM having their own MRR. As long as you have a story, we can upsell them later if you’ve got additions built in or consumption or a second product coming.

SaaS 98

SaaS Metrics Surveys Enterprise 98

NobelBiz

JULY 25, 2023

Risk Management: Safeguarding Brand and Compliance In the sensitive world of customer interactions, one misstep can have reverberating effects: Compliance Monitoring: For industries like finance or healthcare, certain regulations dictate how interactions should be handled.

Analytics 98

Analytics Call Center Contact center software Scripts 98

TeleDirect

DECEMBER 14, 2023

Sales savvy, they are skilled at instilling interest, upselling and closing the deal or scheduling an appointment, depending on your company’s preferences. To learn more about the benefits and features of outbound calling or to schedule a consultation, contact TeleDirect today. Our team is here to help.

Telemarketing 62

Telemarketing Business Process Outsourcing Call Center Best practices 62

JustCall

SEPTEMBER 13, 2022

According to research by the Boston Consulting Group, “RevOps has emerged as a high-impact way to accelerate revenue growth and go-to market (GTM) operations efficiency through tighter alignment of the marketing, sales, and customer teams.” ” If you are curious about what Revenue Operations entails, this blog is for you.

Finance 52

Finance Accountability Consulting Consulting 52

Education Services Group

FEBRUARY 1, 2023

In case you wondered if this daily routine of beleaguered managers will change any time soon, the august management consulting firm, McKinsey, sees no escape. Across B2B industries and regions, our work has shown the development of one capability to be crucial: data-driven commercial-performance management.

Metrics 52

Metrics Construction Finance Upselling 52

Education Services Group

JUNE 9, 2022

I’ve watched YouTube tutorials, consulted with friends on my grip, and even started watching golf to see if I could pick up any tips or tricks. The most successful forecasting methodologies happen when there is complete alignment between teams and stakeholders…specifically Customer Success, Sales, and Finance. I am terrible at golf.

Finance 52

Finance Sales CRM Consulting 52

CSM Practice

JULY 24, 2019

Sales – The CSM can identify expansion, cross-sells, upsells or renewal opportunities that customers might be interested in while assisting them to close more deals. Finance – The CSM can assist in resolving billing inquiries and drive collections. 3.2. Promoting the CSM’s value within each team.

Customer centricity 45

Customer centricity Feedback Finance Upselling 45

Comm100

OCTOBER 30, 2020

It can also identify whether a customer is eligible for a promotional offer and upsell a deal automatically. Schedule a demo or consultation call. A Comm100 AI-powered chatbot will equip you for the ride, at a price that will make your head of finance smile. The bot can be used through mobile, social, web, SMS, or live chat.

Chatbots 59

Chatbots Technology CRM industry standards 59

Cincom

MAY 8, 2024

Guided selling cuts order timelines by automatically recommending valid cross-sells and upsells. Finance manages pricing strategies and constraints centrally through the Cincom CPQ platform, pushing changes out systemwide automatically in real time. Rule-based cost modeling protects margins by preventing non-compliant discounting.

Engineering 52

Engineering CRM Sales Enterprise 52

Balto

JANUARY 14, 2025

Revenue Growth Analytics directly impacts revenue and sales performance through targeted strategies: Upselling and Cross-Selling : Insights into purchase history help agents recommend relevant products or services. Agents equipped with these insights can address individual needs more effectively.

Call Center 52

Call Center Analytics Average Handle Time Big data 52

CustomerSuccessBox

JULY 8, 2020

Voicing similar opinions, Jay suggested that you should sit with our CFO and finance team and put together a concession playbook. Consulting. If the additional product/feature is actually beneficial for the customers, it may act as an upsell or a cross sell once the situation becomes normal. Consulting and Professional Services.

Customer retention 40

Customer retention SaaS Consulting Consulting 40

Comm100

JANUARY 29, 2021

It can also identify whether a customer is eligible for a promotional offer and upsell a deal automatically. Schedule a demo or consultation call. A Comm100 AI-powered chatbot will equip you for the ride, at a price that will make your head of finance smile. The bot can be used through mobile, social, web, SMS, or live chat.

Chatbots 54

Chatbots Technology CRM industry standards 54

SmartKarrot

MARCH 20, 2023

To track progress qualitatively and using KPIs, organise and conduct business review meetings with customer executives (CFO, CAO, VP of Finance, etc.). creating and carrying out chances for upselling and expansion. Handling the goals for expenses and income (renewal, upsell, and expansion). expansion of brand-new goods.

Upselling 19

Upselling Enterprise Technical Support Finance 19

Balto

JANUARY 30, 2025

Strong focus on compliance for industries like healthcare and finance. Dynamic Campaign Management: Easily customize workflows for retention, upselling, or win-back campaigns. Premium plans include dedicated implementation consultants. Custom Reporting: Tracks call performance and agent productivity. Integrations: Bland.ai

call center software 52

call center software Call Center Multichannel Coaching 52

SmartKarrot

NOVEMBER 2, 2022

Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance. Drive upsell/cross-sell opportunities with existing accounts for incremental client growth.

Finance 19

Finance Upselling Consulting Consulting 19

SmartKarrot

MAY 23, 2022

Role: Director of Customer Success – North America Location: New York, NY, US (On-site) Organization: Leapsome As a Director of Customer Success, you will establish the best customer experience across the customer journey with onboarding, support, account management and upselling and turn the customers into advocates.

Finance 19

Finance Upselling Consulting Consulting 19

JustCall

FEBRUARY 11, 2022

Upselling, and cross selling products and sellers. Skills and qualifications you need to have as a key account manager, include: Diploma/Degree in Sales, Finance, Business Administration or a related field. Some of the examples of B2B products include wholesale products, commercial software, SaaS products, and consulting services.

Sales 52

Sales B2C B2B call center software 52

SmartKarrot

APRIL 18, 2022

Quarterback internal and external initiatives through cross-functional partnerships with sales, onboarding, support, product management, finance, operations, and other teams which directly impact overall customer success and drive customer growth.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

SmartKarrot

DECEMBER 3, 2021

Continue to drive a company-wide culture of CS, working with Sales, Finance, Product (to influence roadmap), and Marketing to maximize resources available to the team. Identify opportunities and lead upsell/cross-sell deals from start to finish.

Customer advocacy 19

Customer advocacy Education Technical Support Finance 19

SmartKarrot

DECEMBER 9, 2021

Cross Sell/Upsell other Vonage products and services. Deliver tailored product training to a wide range of customer, and serve as a technical consultant throughout the implementation and onboarding phases. Collaborate cross-functionally to extend the reach and capability of the Customer Success team.

Finance 19

Finance Engineering Accountability Government 19

SmartKarrot

SEPTEMBER 29, 2022

Serve as project manager and leader for critical cross-functional initiatives such as building Business Value consulting expertise for Strategic customers, standing up a CS/Sales qualified lead engine process, or developing Scaled / Tech Touch programs for SMB/MM customers.

Finance 19

Finance Upselling Accountability Coaching 19

SmartKarrot

AUGUST 3, 2020

You will apply a consultative approach to identify upsell opportunities and create a fan base amongst clients. You will be interfacing with different teams like Sales, Operations, Support, Finance etc. You will be processing orders and invoicing customers.

Finance 10

Finance CRM Upselling SaaS 10

SmartKarrot

JANUARY 6, 2021

Get alignment with ELT, Sales, Marketing, Product, and Finance around Customer Success strategy and execution. Enable and hold team accountable for identifying and developing upsell opportunities that solve new problems and deliver new value for customers. Highlight insights and engagement opportunities to customers on a regular basis.

Upselling 10

Upselling Accountability Best practices Finance 10

SmartKarrot

JUNE 16, 2020

This can be done through operational value-adds, support through insights, channel partnerships, technological help through systems integration & business support through special terms and financing. #6 6 Soft Upsell & CrossSell. Generating leads inside the customer account is a core skillset of the Key Account Manager (KAM).

Best practices 10

Best practices SaaS Accountability Management 10

SmartKarrot

MARCH 9, 2021

Work with Finance to ensure accurate reporting of success metrics. Support Sales when upsell opportunities are identified. Heavily influence the product roadmap with Product Management through the advocacy of customer needs. Align with Sales on up-sell opportunities, staying coordinated in customer interactions.

Enterprise 10

Enterprise Finance Upselling Metrics 10

SmartKarrot

APRIL 29, 2021

Act as a consultant in shopping and e-commerce, ideally with a deep understanding across ChargeAfter’s target verticals. Developing and managing strategic account plans which demonstrate a deep understanding of the merchants’ businesses and support both their growth objectives and own.

Finance 10

Finance Accountability Upselling Education 10

SmartKarrot

AUGUST 16, 2022

Business consultants Human resource Consultants Lawyers Accountants. All things renewal, upsell, and other expansion formats can be considered. For example: If your product is a finance solution, the main users would be the customer’s finance team. QBRs aim to determine whether business goals are met or not.

Chief Customer Officer 10

Chief Customer Officer Benchmark Finance Metrics 10

SmartKarrot

SEPTEMBER 23, 2022

To develop excellent customer experiences , consultants have worked hard to assist businesses in recognizing the magnitude of customer scores. Increase the likelihood of upsells? This is a nudge to every finance professional. Sales may see an opportunity when finance sees a tragedy. The entire list? Invoice Payments.

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

SEPTEMBER 23, 2022

To develop excellent customer experiences , consultants have worked hard to assist businesses in recognizing the magnitude of customer scores. Increase the likelihood of upsells? This is a nudge to every finance professional. Sales may see an opportunity when finance sees a tragedy. The entire list? Invoice Payments.

Metrics 10

Metrics Finance Upselling Accountability 10

Global Response

JANUARY 31, 2024

Access to legal expertise and resources to ensure ongoing compliance : Being based in the same country, domestic call centers have easier access to local legal experts, consultants, and advisors. What’s more, it allows them to strategically upsell and cross-sell while fully remaining in line with U.S.

Call Center 62

Call Center Telemarketing Government Telecommunications 62

ROI CX Solutions

DECEMBER 3, 2024

They work with major players in retail, e-commerce, banking, and finance. In addition to customer-facing solutions, it provides back-end support such as finance, technical support, accounting, and collections. ROI CXs customer service outsourcing solutions go beyond the basics.

outsourcing 52

outsourcing Customer Support Telemarketing Technical Support 52

ChurnZero

MARCH 27, 2020

Make sure your walkthroughs integrate with systems that contain customer data (including applications, CRMs, support ticketing systems, finance systems, email, and more), so it has a very deep and broad understanding of customers’ behavioral data. Speaker: Amy Mustoe, Principle Consultant and Coach, The Success League .

Education 52

Education Upselling Personalization Finance 52

SmartKarrot

JANUARY 28, 2022

Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Protect the company growth by minimizing churn and finding upsell opportunities. Stay well-versed in account-based marketing trends and be able to consult intelligently for their customers.

Upselling 19

Upselling CRM Finance Benchmark 19

Cincom

MARCH 17, 2025

Now, imagine a dealer hands you a vague estimate with hidden costs while another provides a clear and well-structured quote with price details, discounts, financing options and delivery timeline. This ensures that quotes adhere to company policies, reducing bottlenecks in getting approvals from sales managers or finance teams.

Sales 40

Sales CRM Finance Benchmark 40