CustomerSuccessBox

JULY 8, 2020

Customer Retention is key. We had Jay Nathan , Founding & Managing Partner, Customer Imperative and Andrew Marks , Founder, President and COO, SuccessHacker speak to Puneet Kataria , Founder & CEO, CustomerSuccessBox about the role of customer success in driving SaaS businesses during a lockdown.

Customer retention 40

Customer retention SaaS Consulting Consulting 40

ChurnZero

NOVEMBER 4, 2022

The biggest upset the industry has seen as of late is investors prioritizing and scrutinizing customer retention rates. Eighteen of the top 20 SaaS companies publicly report their retention rates now as part of their K1 filings,” says Chris. Finance is less of a Customer Success foe than you think.

SaaS 98

SaaS Customer centricity Finance Best practices 98

Hodusoft

OCTOBER 19, 2022

51% of such institutions have realized that improving customer experience is one of the top priorities for their success. Today, finance contact center software is one of the best ways for financial institutions to keep tabs on their customers and earn their trust. ensure quick resolution for customer concerns.

Contact center software 52

Contact center software Contact Center Finance Abandon rate 52

ClearAction

NOVEMBER 5, 2017

Different visions for customer experience at different locations of your company presents a variety of problems. 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.).

Customer Experience 69

Customer Experience Customer centricity Morale Finance 69

JustCall

FEBRUARY 25, 2020

Financial services must be technologically updated if your aim is NOT to lose hold of customers. You can wisely choose an efficient tech stack that forms the backbone of the tech infrastructure in the finance industry. Communication, in the finance industry, is the most important segment of tech stack for any financial organization.

Finance 59

Finance CRM Accountability Sales 59

Lumoa

FEBRUARY 9, 2023

more friendly behavior in customer service) Marketing to take the info into account in better targeting (e.g. upselling to the most loyal customers) Process changes (e.g. informing the customer more often about how the repair is proceeding) Only after you have acted on feedback, customer experience processes are developing.

Customer Experience 167

Customer Experience B2C Journey mapping B2B 167

JustCall

FEBRUARY 28, 2020

Basically, an Account Manager not only handles the company’s existing customer’s accounts but also develops strategies for customer’s success and lifelong healthy customer retention. As said, building business strategies that make customers happy as hence customer retention is his prime focus.

Accountability 52

Accountability Management Finance Upselling 52

Education Services Group

OCTOBER 31, 2023

Product and Partner Updates : Light up my world with notifications about new releases, campaigns, partnerships – everything that shapes our customers’ experience. Cross-functional Support: Swift Assistance : In the complex world of renewals, grant me rapid access to finance, legal, and contractual support.

Best practices 52

Best practices Finance Upselling Customer retention 52

Totango

NOVEMBER 19, 2019

Customers are empowered to expect cyclical subscription arrangements they can opt-in or out of depending on their experience of value. Enterprises invest time and money delivering value to customers, and ROI returns often come in the form of recurring revenue from renewals and upsells. How Customer Success Maximizes ROI.

Best practices 64

Best practices Customer centricity Enterprise Finance 64

CustomerSuccessBox

JULY 9, 2021

A well-planned customer journey results in long-term users which lower the churn rate. Hence increasing the retention rate. Suggested Reading : 6 Exclusive Hacks To Accelerate Customer Retention For Your SaaS. B2B vs. B2C Customer Journeys. Customer Journeys at CustomerSuccessBox.

SaaS 59

SaaS Journey mapping B2C B2B 59

Amity

FEBRUARY 21, 2018

In short, Customer Success as a business unit is responsible for managing the customer after the initial sale. This is the never-ending mission of CSMs, managing accounts from onboarding, through adoption, to renewal or upselling/cross-selling, and repeat.

Upselling 77

Upselling Sales Finance Analytics 77

TeleDirect

DECEMBER 14, 2023

In essence, they exist to increase sales, ensure customer retention and promote your brand. Sales savvy, they are skilled at instilling interest, upselling and closing the deal or scheduling an appointment, depending on your company’s preferences. So, what is outbound call , exactly?

Telemarketing 62

Telemarketing Business Process Outsourcing Call Center Best practices 62

SmartKarrot

DECEMBER 2, 2022

It is money earned after the original purchase and obtained through upselling, cross-selling , and renewals to your current clientele. Upselling is a sales strategy used to convince clients to buy a more costly, upgraded, or premium variant of the selected product/ service or other add-ons to close a larger deal. Cross-sell.

Upselling 21

Upselling Management SaaS Benchmark 21

ChurnZero

APRIL 27, 2021

Early-Stage Funding & Customer Success. million round of financing led by Grotech Ventures in 2017. A: Very few of our early-stage investments have a Customer Success team at the time we invest. Sometimes this happens at a certain revenue threshold or a certain number of customers. ChurnZero raised a $2.5

SaaS 98

SaaS Metrics Sales Marketing 98

JustCall

FEBRUARY 5, 2020

As for the Sales, the team would be able to keep the count of an exact number of leads and customers in specific pipelines. Also, specific notes, tagging, and pipelines would assist the sales team in upselling and cross-selling. This will help you design potential strategies for customer generation as well as customer retention.

Education 84

Education CRM Sales Upselling 84

Totango

NOVEMBER 19, 2019

Customers are empowered to expect cyclical subscription arrangements they can opt-in or out of depending on their experience of value. Enterprises invest time and money delivering value to customers, and ROI returns often come in the form of recurring revenue from renewals and upsells. How Customer Success Maximizes ROI.

Best practices 48

Best practices Customer centricity Enterprise Finance 48

CustomerSuccessBox

MARCH 14, 2022

Post-Sales refers to a collection of processes that you need to perform after a customer purchases your service. Having a tool in place will actually enable a collaborative work environment, combing sales, marketing, finance, product teams, etc. Having a tool that is custom-built for Customer success.

CRM 52

CRM SaaS Sales Journey mapping 52

Voxjar

MARCH 10, 2020

Now, Let’s Look at the Why and How of Setting KPI Metrics for Customer Service. Why Should the Customer Service Team Set KPIs? While the objective of most companies is earnings, not all KPI metrics are related directly to a company’s finances. Gather valuable customer data for product and service improvements.

Metrics 52

Metrics Customer Service Call Center Customer retention 52

CustomerSuccessBox

JULY 19, 2022

A structured onboarding flow will help your customers understand what pain point your product is attempting to solve for them, giving them a reason to stick with your product because they can see the value you provide. This is the stage at which customer adoption occurs, and once that occurs, customer retention becomes a natural result.

Upselling 52

Upselling SaaS Best practices B2B 52

Education Services Group

FEBRUARY 1, 2023

The relationship building might look something like this: Working with Finance to integrate renewal dates, opportunity creation, and accurate accounting metrics into dashboards and reports the team will reference each day.

Metrics 52

Metrics Construction Finance Upselling 52

Education Services Group

JUNE 9, 2022

The most successful forecasting methodologies happen when there is complete alignment between teams and stakeholders…specifically Customer Success, Sales, and Finance. I know we’ve all seen that phrase a lot over the last few years but hear me out. Multi-factor approach. Then run a more qualitative analysis.

Finance 52

Finance Sales CRM Consulting 52

Balto

JANUARY 14, 2025

Demographic Clustering : Groups customers by age, location, or income. Example Use Case : A telecom provider segmented customers into price-sensitive and value-driven groups, allowing targeted offers. This personalization increased customer retention by 18%.

Call Center 52

Call Center Analytics Average Handle Time Big data 52

Balto

JANUARY 30, 2025

Software Best For Price Range Rating (Out of 5) Balto Conversation Intelligence Custom pricing 4.8 Calabrio Workforce optimization & quality management Custom pricing 4.3 OttoQA Automated quality assurance Custom pricing 4.4 Convoso Outbound call centers & lead management Custom pricing 4.6

call center software 52

call center software Call Center Multichannel Coaching 52

Tethr

JUNE 22, 2020

Only now can you address your customers’ needs faster, improve the quality and usability of your product or service and even increase upsell opportunities in your sales organization. The post 5 ways to improve your customer experience with conversation intelligence appeared first on Tethr.

Customer Experience 65

Customer Experience Customer effort Interactive Voice Response Coaching 65

Balto

AUGUST 3, 2022

Companies that have personal interactions with a large segment of their customers see a 1-2% increase in total sales due to increases in loyalty. Customer acquisition is five to twenty-five times more expensive than customer retention. What are they doing that leads to that higher customer NPS and CSAT? Briedis, H.,

Contact Center 52

Contact Center Interactive Voice Response Surveys Self service 52

SmartKarrot

JULY 27, 2022

Provide ongoing training, support and guidance to ensure the team is well equipped to provide industry-leading customer success services and proactive support. Identify and implement customer success tools, strategies, and tactics to ensure process efficiencies and scalability of a fast-growing company.

Finance 19

Finance Best practices Engineering Upselling 19

SmartKarrot

JUNE 8, 2022

Develop, deliver and execute customer success plans which outline critical success factors and measures for success. Monitor the adoption rates of assigned accounts; help align customer use case with their business objectives. Maintain strong customer retention rates aligned with corporate goals and execute license renewals.

Finance 19

Finance Upselling Accountability Best practices 19

SmartKarrot

FEBRUARY 25, 2021

Develop and nurture cross-functional partnerships across the entire TargetCW organization including software, sales, marketing, finance and operations which impact overall customer success and drive customer retention and revenue growth. Help refine the strategy to grow our B2B arm in Australia and New Zealand.

Journey mapping 10

Journey mapping Finance Customer retention Upselling 10

SmartKarrot

JUNE 1, 2021

Responsible for managing the portfolio of existing and future customers across the region. Advise customers to ensure that they leverage the products effectively. Collaborate cross-functionally with internal teams (support, product, finance, and sales) for continuous learning and feedback.

Best practices 10

Best practices Finance Benchmark Upselling 10

SmartKarrot

DECEMBER 16, 2020

Develop listening points in customer journey map e.g., usage, satisfaction, and development opportunities, with standardized interventions for each point in the journey. Partner with senior sales leadership to identify opportunities for customer and business development, including process improvement.

Journey mapping 10

Journey mapping Finance Upselling Coaching 10

SmartKarrot

MAY 6, 2020

Because of the companies realizing these losses, they started investing their time and money on building the customer retention strategies. This function was upgraded with new tools and methodologies whose sole job was to proactively approach customer retention.

SaaS 10

SaaS Customer retention Finance Upselling 10

SmartKarrot

FEBRUARY 3, 2022

Customer success is now intertwined in every function of the organization. The customer feedback shared by the CS (Customer Success) team helps marketing, sales, and product adapt and patch missing links. For the finance team, customers being happy means bills on time and for a longer time.

B2B 10

B2B SaaS Feedback Customer retention 10

SmartKarrot

SEPTEMBER 23, 2022

Increase the likelihood of upsells? For instance, you should probably monitor customer engagement levels in specific product features to increase upsell opportunities to determine which ones they value the most. Determining which of your monitored metrics is the best sign of success and customer retention is crucial.

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

SEPTEMBER 23, 2022

Increase the likelihood of upsells? For instance, you should probably monitor customer engagement levels in specific product features to increase upsell opportunities to determine which ones they value the most. Determining which of your monitored metrics is the best sign of success and customer retention is crucial.

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

JULY 7, 2023

This is basically analyzing the opportunities of cross-selling and upselling to boost revenue growth. And, it is also useful for businesses spanning various sectors including technology, healthcare, finance, agro-industries, etc. The analysis allows businesses to find untapped opportunities within the existing customer base.

Accountability 10

Accountability Upselling B2B B2C 10

Blueship Call Center

JANUARY 13, 2025

Indias telemarketing industry is no longer limited to basic customer calls but has expanded to include services such as lead generation , appointment setting, market research, and customer retention strategies. Why Businesses Choose Telemarketing Service Providers in India 1.

Telemarketing 98

Telemarketing Finance Real estate Healthcare 98

Cincom

MARCH 13, 2025

Guided selling : Helps reps select the best product configurations, upsell premium features, and cross-sell complementary products. Personalized configurations : Aligns product recommendations with customer preferences and business needs. With CPQ automation , they can focus on closing deals instead of managing spreadsheets.

Finance 40

Finance Upselling CRM Engineering 40