aircall

APRIL 6, 2018

Leonardo DiCaprio’s demand at the end of Wolf of Wall Street illustrates a truth about sales. Why Sales is Hard for Sales Professionals. To lead this critical charge, we send in the cavalry — we employ a sales team. Sales has to build relationships from scratch. Sales approaches leads when their guards are up.

Sales 110

Sales Customer Support Upselling Scripts 110

Totango

MAY 7, 2024

Both CS and Sales leaders agree: Retention is the #1 priority. Achieving higher retention requires close alignment between CS and Sales teams, yet 87% of CS and Sales leaders told us there’s significant room for improvement in their collaboration. But there’s a problem. Use your words Talk to each other!

Sales 103

Sales Upselling Metrics Accountability 103

Cincom

FEBRUARY 21, 2025

Speed, accuracy, and the ability to meet customer demands efficiently are the pillars of success for the sales team. Configure, Price, and Quote (CPQ) software plays a vital role in automating product configuration, pricing, and quote generation helping sales teams to easily handle complex pricing scenarios.

Sales 40

Sales Gamification Finance Best practices 40

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

Callminer

FEBRUARY 23, 2021

For instance, cloud VOIP systems, live chat software, video consultation, asynchronous messaging, SMS service lines, and so on. Sales and service are being brought together as one. Aligning sales and service helps customer service agents deliver more personalized customer experiences, which naturally leads to better business outcomes.

Call Center 376

Call Center Technology Banking Contact Center 376

Integrity Solutions

NOVEMBER 29, 2022

While investing in sales training can produce a range of benefits, all of us in sales know it all boils down to the bottom line. Here are the sales training metrics you should be using to measure your success. How to Determine Sales Training Metrics. How to Determine Sales Training Metrics.

Metrics 86

Metrics Sales Coaching Accountability 86

Interaction Metrics

JANUARY 7, 2025

When tied to strategic goals, it can help you: Improve onboarding processes Reduce churn Increase sales Takeaway #2. Customer Journey Mapping Consultants Drive Impact Partnering with customer journey mapping consultants ensures that companies follow a proven process, prioritize research, and align insights with company-wide goals.

Journey mapping 62

Journey mapping Consulting Consulting B2B 62

Integrity Solutions

MAY 23, 2023

Sales prospecting is vital to the success of any sales organization. Simply learning how to find, approach and engage new customers is at the heart of being able to meet and exceed your sales goals. Why Is Sales Prospecting More Important Than Ever? What is Sales Prospecting?

Sales 91

Sales Coaching Brand ambassadors B2B 91

TechSee

SEPTEMBER 7, 2021

Brands can communicate with their customers providing them with added value beyond the point of sale in areas such as: product support . Investing in the post-sale relationship has been proven to boost brand loyalty and drive more significant follow-up revenues. Sales Support. safety recalls . activating warranties.

Technical Support 191

Technical Support Sales Upselling Coaching 191

ChurnZero

JANUARY 22, 2021

So, you signed up for a Customer Success gig and now your boss wants you to upsell? But I didn’t want a job in sales!”. If you’ve internally cursed the idea of selling or simply desire to take your sales skills up a notch, then this webinar is for you. Apply a language framework to “get into” the sales conversations.

Sales 98

Sales Chief Customer Officer Upselling Metrics 98

Totango

APRIL 4, 2024

If you asked your customer success (CS) and sales leaders this question, what do you think each of them would say? Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion.

Sales 94

Sales Upselling Accountability SaaS 94

CCNG

APRIL 27, 2022

My background is sales management. I led my first outside sales team of 40 people right out of college. I was hired by this CEO to change the culture from customer service to sales because 95% of this company’s clients were in the consumer products and services industry. I had no idea about contact centers.

CCNG 195

CCNG Contact Center Scripts Feedback 195

ChurnZero

JUNE 15, 2023

These newly formed teams are left scrambling to figure out how to combine consultative and commercial roles, processes, and technologies. Most recently, we’ve seen leaders question whether they should revert to using their organization’s longstanding incumbent sales tool—the CRM—as an interim solution to their team integration challenges.

CRM 96

CRM Sales Accountability Analytics 96

Interaction Metrics

AUGUST 14, 2024

If you’re not sure how your customers perceive your customer service, it’s time for a customer service consulting firm. A customer service consulting firm can transform your company into one where customer service creates loyal customers who will help grow your company through their loyalty and positive word-of-mouth marketing.

Consulting 62

Consulting Consulting Customer Service Surveys 62

ChurnZero

MARCH 28, 2025

Sarah Kiley is chief sales officer at ChurnZero. Most CROs come up through sales, where success is measured by speed and outcomes. Customers can sense when conversations shift from support to sales. Earlier in my career, I had been leading a sales organization when I stepped into manage CS. The metrics were great.

CRM 52

CRM Sales Metrics Upselling 52

TechSee

JUNE 1, 2021

Gartner estimates that by 2022, there will be a 50% increase in one-off issue resolution and consultative services offered on freelance platforms, and Everest Group estimated that U.S. Brand Pain Point #2: Missed opportunities to drive revenue via upsells. Solution: Boost product registration.

Customer Service 109

Customer Service Upselling outsourcing Self service 109

ChurnZero

NOVEMBER 26, 2024

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customer success hiring for SaaS and tech companies nationwide. Hiring the right talent for your company’s customer success team determines its success.

SaaS 52

SaaS Upselling Enterprise industry standards 52

TechSee

APRIL 10, 2018

The 2016 Global Outsourcing Survey by Deloitte revealed that clients now expect enhanced and specialized services from outsourced consultants. Technology sales is a higher margin business than human labor. Technology sales also generate additional service opportunities, upsells, longer term contracts, etc. –

Call Center 139

Call Center Technology outsourcing Self service 139

ChurnZero

FEBRUARY 9, 2021

This course address what CSM is and why it’s important; what types of situations CSM applies to; and how CSM can help increase a company’s sales revenues and profitability. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Sales: Customer Success. Level: Intermediate. Time: 58 minutes.

Journey mapping 98

Journey mapping Best practices Upselling Consulting 98

Totango

AUGUST 13, 2024

At Totango + Catalyst, we made a strategic decision to challenge the script on revenue priorities, empowering customer success managers (CSMs)—those mostly intimately aware of customer needs and goals—to own core renewals, expansions, and upsells. The results?

Management 101

Management Best practices Consulting Consulting 101

Totango

JANUARY 10, 2024

For Waystar, a technology platform that simplifies payments across the revenue cycle for healthcare organizations, this consultative approach unlocked cross-functional alignment, customer satisfaction, and exponential business growth. Partners [product, sales, and marketing] are active participants in building those retention strategies.

Sales 99

Sales industry standards Benchmark Upselling 99

CSM Practice

DECEMBER 7, 2020

Dec 1, 2020 — Today, CSM Practice, the world’s first consulting firm dedicated to Customer Success Management (CSM) strategy, announced the formation of its new Advisory Board. SaaS companies, in particular, need to develop and implement effective customer success strategies to drive renewals and upsells. Sunnyvale, Calif.—

Chief Customer Officer 81

Chief Customer Officer Upselling SaaS Consulting 81

Taylor Reach Group

MARCH 10, 2020

Or maybe, the company wants to develop a CX strategy but sales, new product launches, etc. The sales rep returned with them as well as 5 other similar style boots in my size. While we can have a great experience on the buying side, we’ve all had the experience of buying something only to discover it is on sale a few weeks later.

Customer Experience 123

Customer Experience Journey mapping Customer retention Chief Customer Officer 123

CSM Practice

SEPTEMBER 25, 2020

06:27 – Nick’s overview of cross-selling and upsell trends for existing customers. 07:44 – Irit shares her insights about companies looking to increasing budget for outsourcing and consulting services. What are some of the trends that you’ve seen for cross-sell and upsell for existing customers? The Interview: .

Upselling 85

Upselling Surveys Chief Customer Officer Consulting 85

ChurnZero

MARCH 31, 2023

In other words, the growth a company generates from loyal customers will vastly outweigh the value of the initial sale. Customer Success keeps sales team promises Sales and Customer Success teams both interact with customers at “different stages of their journey,” according to HubSpot.

Benchmark 98

Benchmark B2B Accountability Consulting 98

Hodusoft

SEPTEMBER 4, 2024

How The Right Call Center Solution Can Enhance E-commerce Sales? Choosing the right call center solution can mean the difference between achieving (even surpassing) the targeted sales volume and missing the mark. After Sales Support After customers receive their orders, they may face some issues with it.

call center solutions 52

call center solutions Call Center Sales call center software 52

ChurnZero

FEBRUARY 3, 2021

As a follow-up to our well-attended webinar on “ Selling for People Who Don’t Love Sales ” with Bryan Neale from Blind Zebra Consulting, we wanted to get more of our audience’s questions answered. . We hope this helps answer all of your questions on Sales skills for Customer Success Managers. .

Sales 52

Sales Upselling Coaching Personalization 52

Totango

OCTOBER 20, 2022

In some companies, customer success managers may play an active role in the sales process, helping sales representatives elicit customer goals and persuade buyers of product benefits. At other companies, CS managers may be assigned to follow up on sales during the customer onboarding phase. CSM role duties may vary by company.

Management 97

Management Upselling Coaching Best practices 97

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Refining post-sale strategies to better understand and meet the needs of customers. For example, unified data bridges the gap between sales and CS teams.

B2B 98

B2B CRM Enterprise Upselling 98

JustCall

FEBRUARY 11, 2022

Bagging a sales job is like closing a sales deal. Good news is you can master both getting a sales jobs and making sales pitches. So, if you’re eyeing a new sales role, you’ve come to the right place. In this guide, you’ll learn everything about how to land a high-value sales job.

Sales 52

Sales B2C B2B call center software 52

CustomerSuccessBox

FEBRUARY 27, 2019

Most SaaS businesses have well defined product, engineering, marketing and sales teams. At the start, it is not feasible to focus on several KPIs like retention, onboarding, upsells etc. Should Customer Success report to Sales? Some early stage companies put the customer success department under sales.

Upselling 65

Upselling Chief Customer Officer SaaS Sales 65

OctopusTech

JUNE 3, 2024

Read More: Top 10 Benefits of Hiring a Web Development Consultant 2. Optimize For Upselling And Cross-Selling Upsell and cross-sell your products to ensure that your average order value increases significantly. Consult with the specialists at OctopusTech for personalized solutions and expert guidance.

Upselling 62

Upselling Abandon rate Consulting Consulting 62

ChurnZero

MAY 3, 2022

A consulting firm that specializes in helping tech and services organizations optimize their CS effectiveness, CSM Practice offers an encyclopedic CS YouTube channel covering everything from the basics of CS to deep dives into KPIs. Moments of Truth (playlist): Focused, impactful CS advice from leaders. 2: CSM Practice.

Journey mapping 98

Journey mapping SaaS Customer centricity Education 98

TeleDirect

SEPTEMBER 30, 2020

Here are a few ways: Complete sales tools. With TeleDirect’s outbound services (market research, telesales & upsells, appointment setting, etc.), Reach our small business consultants at (800) 776-1081, or complete our customer contact form and we’ll reach with practical, affordable solutions for your small business.

Call Center 71

Call Center Business Process Outsourcing Upselling outsourcing 71

Cincom

APRIL 15, 2025

Core Functionality Stores customer records and manages sales pipelines. Benefits for Sales Teams: Overcoming Data Silos & Driving Smarter Selling Sales teams often operate with limited visibility into customer intent, relying on historical CRM data that fails to capture real-time behavioral trends.

Customer Experience 40

Customer Experience Management Chatbots CRM 40

ClientSuccess

FEBRUARY 8, 2023

In this blog post, we’ll explore three different ownership models that help define roles between sales and customer success teams when it comes to customer renewals. Model 1: Sales owns new logos, expansion and renewals In model one, the core sales team maintains ownership of all sales (or “commercial”) aspects of the relationship.

SaaS 71

SaaS Upselling Accountability Sales 71

JivoChat

FEBRUARY 24, 2021

So, how do you start generating more sales, or even your first sale? We asked 22 Shopify store founders and marketing experts to share their best tips for getting more Shopify sales in 2021. It’s relatively straightforward to set up your Facebook shop and start making sales. Add upsells and cross-sells at checkout.

Sales 59

Sales Advertising Marketing Upselling 59