ClearAction

DECEMBER 14, 2017

Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining. Experiential marketing — events and campaigns that build customer advocacy.

CRM 66

CRM Customer Care Customer Experience Customer advocacy 66

ClearAction

DECEMBER 14, 2017

Customer relationship management (CRM) — use of a database of customer transactions and facts that enable customized communications (1-to-1 marketing), upselling, cross-selling, and data-mining. Experiential marketing — events and campaigns that build customer advocacy.

CRM 59

CRM Customer Care Customer Experience Customer advocacy 59

Nicereply

FEBRUARY 2, 2024

You can use the insights to understand your customers and find ways to serve them better. While customer success focuses on the end result of the customer journey—helping users find value in your product, customer experience strategies focus on the broader customer journey.

Education 59

Education Accountability Customer retention Journey mapping 59

Totango

OCTOBER 22, 2019

Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Drive customer advocacy by providing a simple, effective onboarding process. Proactively manage customer communications. Recently graduated from onboarding status. Best practices: .

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

SmartKarrot

MARCH 8, 2022

Focused on customer happiness, Anika is passionate about developing and maintaining good relationships with customers. She has helped several companies grow and scale their business by developing streamlined customer success processes and successful customer retention strategies. Anita Toth. Annette Franz.

Chief Customer Officer 21

Chief Customer Officer Coaching SaaS Customer centricity 21

SmartKarrot

MARCH 26, 2021

Role: Senior Manager / Director, Customer Success Location: Remote, Boston, MA, US Organization: MackeyRMS As a Senior Manager/Director of Customer Success, you will manage a team of CSMs as well as own accounts, including renewals and upsells. Escalate issues/cases to the Customer Success Director when needed.

Journey mapping 10

Journey mapping Customer advocacy Best practices Upselling 10

SmartKarrot

DECEMBER 3, 2020

This list of new year’s resolutions will help customer success managers handle their priorities well for a successful run at the customer front. With the Coronavirus pandemic that has shaken the world in 2020, it is important to look for improvements in customer retention in 2021. Create a customer-centric culture.

Management 10

Management Customer centricity Journey mapping SaaS 10

SmartKarrot

OCTOBER 12, 2022

Also, in an enterprise with multiple stakeholders, the post-sales B2B customer journey commences with the onboarding stage. This means you must perform customer advocacy to ensure that the existing customers become your brand ambassador and promote your brand. After excellent CX comes customer advocacy.

B2B 10

B2B Accountability Brand ambassadors Customer advocacy 10

CustomerSuccessBox

DECEMBER 13, 2021

Some common customer success automation tools include: Welcome emails and follow-up messages AI chatbots Design automated customer workflows throughout the customer lifecycle Drive product adoption with automated engagement like sharing high value action steps with new user over self onboarding Drip. Customer Journey Mapping.

Journey mapping 52

Journey mapping Customer advocacy Upselling Big data 52