ChurnZero

MARCH 28, 2025

The most important mindset shift I made as a CRO is recognizing that CS isnt a revenue centerits a value engine. If you only reward upsell, you get short-term thinking. A CRM might track the destinationbut only a CSP shows you the road conditions, detours, and opportunities along the way. Revenue is the outcome, not the input.

CRM 52

CRM Sales Metrics Upselling 52

TechSee

SEPTEMBER 21, 2023

As a Generative AI enterprise platform, Sophie AI is built to secularly observe, learn and interact at scale, helping your agents, engineers and end-customers. In contrast, Sophie AI is trained like today’s human agents and engineers. Sophie AI can not only read and see, but speak, hear and show users how to complete any task.

Engineering 109

Engineering Enterprise Chatbots Self service 109

Comm100

FEBRUARY 5, 2018

CRM Software. From customer relationship management (CRM) software to knowledge base and social media tools — it almost seems harder to find a software solution that isn’t considered a customer engagement tool than one that is. These are common types and functions of customer engagement software: CRM Software. PR Software.

CRM 68

CRM Marketing Multichannel Self service 68

Cincom

FEBRUARY 14, 2025

It demands a well-defined framework that integrates automation, pricing governance, and seamless CRM and ERP connectivityall of which are essential for driving predictable revenue and operational efficiency. However, simply deploying CPQ is not enough. Maximizing CPQs potential requires more than technology.

Best practices 40

Best practices Sales CRM Finance 40

Babelforce

FEBRUARY 25, 2022

In this post: What does CRM stand for? Isn’t CRM the business practice or the software? What does CRM stand for? CRM is short for “Customer Relationship Management”. Isn’t CRM also the name of a business practice? How is CRM used in call centers? How *should* CRM be used in call centers?

call center software 52

call center software Call Center CRM APIs 52

TeamSupport

DECEMBER 8, 2023

Do they need to collaborate with engineering and other departments to resolve customer issues? Look for software that easily integrates with your CRM system, marketing tools, analytics platforms, and any other relevant applications. Think about the nature of your customer interactions, and your team's unique needs.

Customer Support 105

Customer Support Upselling Analytics Customer centricity 105

Cincom

MAY 3, 2024

Microsoft Dynamics 365 CRM (customer relationship management) provides a way to centralize data and connect systems to give sales teams and other departments visibility across quote requests, orders, and fulfillment. Related: What Is Configure Price Quote Software? Can You Use Microsoft Dynamics to Optimize Your Sales Process?

CRM 40

CRM Upselling Sales Engineering 40

Cincom

MARCH 6, 2025

By automating pricing rules and integrating with ERP, CRM, and e-commerce platforms, businesses can maintain control and transparency while optimizing revenue potential. It can integrate with external pricing engines and data sources to ensure up-to-date pricing strategies. Absolutely.

Automotive 40

Automotive Revenue potential CRM Sales 40

Cincom

MARCH 20, 2025

With no automated tool at his disposal, John had to manually configure the product, referring to spreadsheets for pricing, and email engineering for compatibility checks. Sales reps can leverage this intelligence to offer competitive pricing, upsell effectively, and negotiate deals with confidenceleading to higher close rates.

B2B 40

B2B Sales CRM Finance 40

ChurnZero

AUGUST 27, 2021

Customer Success (CS) is a core business function, and for some B2B companies, CS is a growth engine. To eliminate the need for manual data entry, try integrating your CRM with a software solution that can auto-populate data into your document. This is a guest blog post by Shoshana Luria from PandaDoc.

Metrics 98

Metrics Upselling B2B Accountability 98

CustomerSuccessBox

AUGUST 22, 2019

Expansion revenue consists of upgrades, upsells and cross sells. Total MRR Expansion Revenue= Revenue from ( Upgrades + Upsells + Cross sells). The major advantages of Negative Churn are: Signing new customers is resource intensive compared to upselling to customers. Pricing is a major way to engineer negative churn.

Upselling 56

Upselling SaaS Engineering Metrics 56

Interactions

JULY 24, 2019

In addition, inaccurate orders cost time and money, and missed upsell opportunities are countless. Guest Ordering : Seamlessly integrate your existing back office technology–including POS, CRM, rewards, digital menus, and more with our Conversational AI. It never forgets business rules and never misses a chance to make an upsell.

Upselling 54

Upselling Wait times Engineering Analytics 54

Cincom

MAY 8, 2024

Lack of Renewal/Upsell Opportunities: Limited visibility into customer purchase history and usage makes identifying renewal and upsell opportunities extremely difficult. Integration with Existing Systems: APIs facilitate data sharing between CPQ and other core platforms like CRM, ERP, accounting, e-commerce, and more.

Enterprise 52

Enterprise Sales CRM Upselling 52

Pointillist

FEBRUARY 19, 2018

It’s a far cry from the expansive data engineering initiatives that likely still haunt your dreams. Our web analytics and CRM platforms take advantage of this inherent luxury. It then alerts managers in real-time whenever an opportunity to enhance customer experience, solve a problem or cross-sell/upsell arises.

Customer Experience 111

Customer Experience Analytics APIs B2B 111

GetFeedback

JUNE 13, 2019

Increase data quality, reduce clicks, and drive key business processes with CRM embedded surveys. If an upsell opportunity is identified, a Salesforce Opportunity is automatically generated with relevant details collected through the GetFeedback survey. . In other words, what you put in is what you get out.

Surveys 68

Surveys Upselling Consulting Consulting 68

CSM Magazine

MAY 22, 2024

With its user-friendly interface and customizable rules engine, it enables sales representatives to configure product options based on customer requirements. Enhancing Cross-Selling Opportunities Salesforce CPQ provides businesses with an opportunity to boost revenue by cross-selling and upselling their products or services.

Sales 52

Sales CRM Upselling Analytics 52

CustomerSuccessBox

MAY 28, 2021

A Saas business which has already evolved itself to bring in a Customer Success Software integrating it with Subscription Management, Support, CRM and product usage data knows exactly- “What is the secret to Saas growth”. Now that involves two main essential activities- Retaining Customers and Upsell to consumers.

Technology 52

Technology SaaS Upselling Customer retention 52

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Examples include: Search engine queries and ads. Upsell purchases. Social media posts. Demonstration videos. FAQ searches.

SaaS 113

SaaS Journey mapping B2B Upselling 113

ClearAction

NOVEMBER 5, 2017

And sometimes customer-facing staff has a distinct customer experience vision that is at odds with their upstream value chain (engineering, IT, finance, production, marketing, supplier management, etc.). Different visions for customer experience at different locations of your company presents a variety of problems. Consistency is the key.

Customer Experience 69

Customer Experience Customer centricity Morale Finance 69

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). But sometimes they may need the help of the engineering or product or development team. E.g. Selling a CRM software as a software that can also reduce churn. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

Cincom

MAY 8, 2024

Manufacturing-focused CPQ (Configure, Price, Quote) software provides an automated quoting engine designed specifically for industrial use cases. Pricing Engine: Manages complex pricing models, discounts, and quote versions. Guided selling cuts order timelines by automatically recommending valid cross-sells and upsells.

Engineering 52

Engineering CRM Sales Enterprise 52

Help Scout

JULY 20, 2021

They went from being a company known for its excellent engineering and top-of-the-line products to being more flexible and considering more user experience aspects, like paying attention to which industry the buyer worked in, what they’d commonly be doing with the device, and even the budget they worked with.

Sales 145

Sales Feedback Metrics Surveys 145

CustomerSuccessBox

NOVEMBER 23, 2021

CustomerSuccessBox is an AI-powered customer success software to Onboard, Retain, Upsell & drive MRR Growth for B2B SaaS. Custify integrates with the apps your company already uses – with no need for engineering support. ChurnZero is uniquely designed to integrate with CRM systems and tightly into an application or service.

SaaS 52

SaaS Upselling B2B Accountability 52

Natalie Petouhof

SEPTEMBER 3, 2015

Bluenose helps companies spot opportunities to deepen engagement with customers and maximize revenue through renewals and upsells. The core of Bluenose is the analytics engine. The CSM software offers a customizable and comprehensive customer health analytics system that can: Highlight users that need more product training.

Management 40

Management Sales SaaS Engineering 40

Amity

JUNE 8, 2016

As such, it’s a little ironic that, despite all the data at their disposal, and the $36 billion they’ll collectively spend on CRM software in the next 12 months, many companies haven’t a clue about what is happening with their customer relationships. Companies lack relationship intelligence. It isn’t.

CRM 67

CRM Journey mapping B2C Upselling 67

CustomerSuccessBox

DECEMBER 13, 2021

Traditional Customer Success Software works on a traditional rule-based engine to generate early warning signs. It enables CSMs to retain customers with confidence, drive adoption to deliver value, and make sure shot upsells. It is necessary because the amount of data that requires sifting through now is inhuman.

Journey mapping 52

Journey mapping Customer advocacy Upselling Big data 52

CustomerSuccessBox

MAY 16, 2022

All that to give you a holistic 360-degree view of your customer portfolio, monitor account health scores, create playbooks to facilitate onboarding, renewals, and upsells, set up alerts for risk and upsells, and more. Detect and Act on Upsell & Cross-sell Opportunities. The CS tech has evolved exponentially.

Management 52

Management Upselling SaaS Accountability 52

Cincom

FEBRUARY 7, 2025

It must accommodate different manufacturing models, such as Engineer-to-Order (ETO) and Configure-to-Order (CTO), ensuring sales teams can easily customize products based on customer needs. Strengths: Deep Integration with SAP ERP: Ensures smooth data flow between SAP CRM, ERP, and CPQ.

Marketing 40

Marketing Engineering CRM Enterprise 40

Infinity

JUNE 13, 2022

It can do things like automatically route calls, provide performance insights, log and assign value to calls, and integrate directly with your CRM systems. Improve sales by identifying customer needs - Improve upselling and reduce churn by identifying needs and solutions before your customer even thinks of them.

Average Handle Time 52

Average Handle Time Scripts Upselling Analytics 52

Mindtouch

JULY 25, 2017

By expanding KCS to non-Support departments, you can empower these roles to become part of the knowledge creation engine. Whereas most CRM implementations track the interactions, like emails and phone calls, KCS methodology can tie these events to specific product knowledge. They also know what it is that customers don’t know.

Self service 59

Self service Best practices Upselling Sales 59

Infinity

MARCH 2, 2022

It can gather intel that will increase lead generation and support upselling. Engineer more satisfying customer conversations by highlighting common pain points that are likely to cause frustration and deliver solutions. Improve upselling and reduce churn by identifying needs and solutions before your customer even thinks of them.

Scripts 52

Scripts Upselling Analytics Customer centricity 52

CustomerSuccessBox

FEBRUARY 2, 2022

Drive a gentle upselling process. One of the most obvious goals of an acquisition is to increase upsells of your product. The best way to succeed is to take a gentle, educational approach, and a referral procedure from existing CSMs to the appropriate upsells team. Learn about the strategies to increase upsells!

Upselling 52

Upselling Education Accountability Best practices 52

CSM Practice

MARCH 1, 2021

Turn around time of engineering solution. Success Plans for CRM in Salesforce. The strategic account segment most likely holds the most potential growth in revenues through upsells, cross-sells, and referrals. Upsell and cross-sell opportunities within that segment are not found through sheer luck.

Chief Customer Officer 52

Chief Customer Officer Upselling Accountability Government 52

JustCall

APRIL 4, 2023

High-performing inbound call centers understand the importance of training the agents on how to optimally use the call center’s software and systems, such as the customer relationship management (CRM) system, to better manage customer interactions and track sales. 10 Inbound Call Center Sales Techniques Worth Trying A.

Call Center 52

Call Center Sales Inbound sales Upselling 52

Cincom

FEBRUARY 25, 2025

You start by selecting the base model, then customize itchoosing the engine type, interior materials, color, and additional features like a sunroof or advanced safety systems. This streamlines sales-engineering collaboration, reduces rework, and accelerates order fulfillment. Think about buying a new car online.

Engineering 40

Engineering Finance CRM Self service 40

Cincom

JANUARY 24, 2025

Tools like chatbots and recommendation engines use AI to provide personalized suggestions based on real-time data and past interactions. 2- Integration with CRM and ERP Systems Integrating CPQ software with Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems ensures seamless data flow between departments.

Real estate 40

Real estate CRM Sales Automotive 40

Comm100

FEBRUARY 6, 2018

Business Seeks Industry-Leading CRM. Business on a Budget Seeks Uncomplicated CRM. Business Seeks Industry-Specific CRM. Company with Reliable CRM Seeks Hassle-Free Live Chat Software. Business Seeks Social Media Software with Integrated Social CRM. Business Seeks Industry-Leading CRM. SalesForce.

CRM 58

CRM Enterprise SaaS Marketing 58