ShepHyken

SEPTEMBER 7, 2023

Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Provide guidelines on interpreting data and taking proactive measures before minor issues become churn risks. Partnering with your sales team here can help.

B2C 346

B2C Customer centricity Feedback Upselling 346

ChurnZero

FEBRUARY 7, 2025

Many companies rely on customer relationship management (CRM) systems to handle sales pipelines and track customer interactions. While CRM tools are indispensable for managing sales, theyre not always designed with customer success in mind. How to combine CSP and CRM data to fight churn more effectively.

CRM 59

CRM Upselling Best practices Analytics 59

ShepHyken

APRIL 30, 2021

According to McKinsey , a travel company built a capability to score every customer’s experience by using location and transactional data and subsequently used machine learning to predict customer satisfaction based on individual experience. Merging The Boundaries Between Customer Service and Sales . Conclusion .

Customer Service 371

Customer Service Chatbots Analytics Upselling 371

Beyond Philosophy

NOVEMBER 10, 2014

We were also able to use this data to predict future membership length based on the quality of experience. Your existing customers are far easier to upsell. And to make the cross sell and upsell case more clear, the majority of customers’ buying decisions are tied to how they feel about the experience.

Customer Experience 411

Customer Experience Customer retention Upselling Banking 411

ChurnZero

OCTOBER 16, 2020

Whether Customer Success or Sales should own the renewal, expansion, and upsell is a hot-button issue in today’s SaaS sphere. That was followed by the undecided (24%) leaving only 13% of participants who voted against the motion (believing that Sales should own the renewal).

Upselling 98

Upselling SaaS Sales Accountability 98

ShepHyken

OCTOBER 1, 2022

He shares how to get your customer service, sales, and marketing teams in sync. It’s a common problem for any organization with separate departments, especially customer service, marketing, and sales. These collections of data often happen, intentionally or not. I saw this at my startup JustReachOut. Are Your Teams in Sync? .

Sales 174

Sales Marketing Customer Service Upselling 174

ShepHyken

FEBRUARY 26, 2021

Having an affiliate marketing strategy will drive traffic, improve leads, sales, and encourage customers to engage with your brand. Through a variety of methods, customers can move towards purchasing the core product and generate sales. A good affiliate sales funnel is one that-. Collect customer data. Maximizes leads.

Marketing 309

Marketing Journey mapping Advertising Upselling 309

ShepHyken

SEPTEMBER 20, 2019

It’s also not uncommon for other departments such as Sales, Onboarding, and Marketing to have access to support software as well. Teams should integrate support software with development tools, sales tools including CRM technology, and marketing communication tools. Walk in your customer’s shoes for a moment.

B2B 281

B2B Customer Support CRM B2C 281

ProProfs Blog

APRIL 5, 2019

Data is the new oil. Data is the fuel for the modern marketing machinery; Data has changed how businesses operate. But like every mineral in its raw, unprocessed form, data is just a bunch of numbers, graphs, and information. The result of this surge in the value of data? Survey data helps fill in this gap.

Surveys 122

Surveys Upselling Employee engagement Sales 122

TechSee

MARCH 1, 2021

” These lines – uttered with every Mickey D order – are probably the most famous upsell and cross-sell out there. But the days of relying on sales staff to entice customers to re-open their wallets are coming to an end. ” and “Do you want fries with that?” Predictive personalization.

Sales 124

Sales Technology Customer Service Chatbots 124

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

Data custodianship will be taken more seriously. “Your customers are ‘digital natives’ and are becoming more and more concerned with data privacy issues. Sales and service are being brought together as one. ” – Keti Limani, Customer Service trends 2021 , Surveypal; Twitter: @Surveypal.

Call Center 376

Call Center Technology Banking Contact Center 376

Cincom

FEBRUARY 14, 2025

Align CPQ with Your Sales Strategy A CPQ system that operates in isolation from the broader sales strategy leads to misaligned workflows, inconsistent pricing approvals, and disconnected customer interactions. Use APIs and middleware to bridge gaps between CPQ and existing enterprise systems, ensuring smooth data flow.

Best practices 40

Best practices Sales CRM Finance 40

Nicereply

MARCH 16, 2022

Some treat Customer Experience as a synonym to Customer Success, others see Success and Support as part of the CX team, and still, others prefer it reports into Sales as a way to increase upsells and renewals. She had a very unique solution to this structure: incorporating Sales into the Customer Experience team.

Sales 111

Sales Customer Experience Upselling Self service 111

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

ShepHyken

DECEMBER 12, 2017

Stats show that customers buy more when the sale is personalized. Create specific promotions based on the personal preferences of your customers, this not only can create an upsell, but customer loyalty. It’s the ethical upsale. In this day and age, generic promotions should no longer exist. Bots won’t understand 100% of everything.

Upselling 202

Upselling Personalization Call Center Sales 202

Totango

NOVEMBER 21, 2024

In a world where customer expectations are sky-high and data complexity is ever-increasing, Totango Unison is the game-changer that customer success and post-sales teams have been waiting for. The Evolution of Customer Success and Post-Sales Gone are the days when customer success was merely about putting out fires.

Chief Customer Officer 62

Chief Customer Officer Enterprise Upselling Sales 62

Joe Rawlinson

NOVEMBER 3, 2024

Improving Data Accuracy for Customer Profiles Traditional manual data entry is often error-prone. Improved efficiency also has a direct impact on both buyer satisfaction and sales outcomes. This quickly increases the chances of upselling and cross-selling, maximizing profitability.

Customer Service 78

Customer Service Advertising Upselling Banking 78

TechSee

FEBRUARY 19, 2025

This unlocks superior QoI (Quality of Install) and CPE-agnostic solutions for customers, remote agents, remote sales and field technicians. Remote and Digital Sales Jen schedules a remote consultation through the FiberCo website. Jen is a working mom in her late 30s.

Consulting 109

Consulting Consulting CRM Upselling 109

ShepHyken

JUNE 8, 2023

According to Salesforce , your brand’s overall experience is just as important to 88% of your customers as the product you’re selling. Sage is a global software company that provides accounting, payroll, and payment solutions for businesses of all sizes. Read Shep’s latest Forbes article: Do You Know What The VERY BEST Customer Service Is?

Customer Experience 156

Customer Experience Upselling Accountability Feedback 156

TeleDirect

MARCH 15, 2025

Outbound call centers focus on outgoing customer interactions, including sales, lead generation, and follow-ups. Both types of call center services are crucial in improving customer experience, increasing sales, and enhancing brand reputation. Conducting upselling and cross-selling campaigns to increase revenue.

Call Center 62

Call Center Telemarketing Technical Support Healthcare 62

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

Totango

MAY 17, 2022

Wondering what is the best CRM for B2B sales? Business-to-business customer relationship management software is a sales app that provides a central interface for handling data about your interactions with business clients. CRM data can be stored, retrieved, analyzed, applied and synced with data from other apps.

B2B 85

B2B Sales CRM Enterprise 85

Tethr

MARCH 22, 2021

This material originally appeared as part of our Learning Series podcast on B2C sales. Welcome to the Tethr Learning Series, The four “D’s” of better B2C sales performance. In this study, we built a predictive sales model, where we looked at B2C sales performance, specifically in inbound sales conversations.

B2C 106

B2C Sales Inbound sales Upselling 106

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

TeleDirect

DECEMBER 24, 2024

In 2025, businesses will increasingly harness AI to analyze customer data, predict needs, and personalize interactions at scale. Key Drivers: Data Integration: Businesses are consolidating customer data from multiple touchpoints to gain a 360-degree view of the customer.

Customer Service 62

Customer Service Analytics Airlines CRM 62

Calabrio

FEBRUARY 14, 2025

Leveraging AI-driven coaching tools like Calabrio Auto Quality Management and e-learning platforms enables personalized, data-driven training that enhances performance while keeping costs under control. This data-driven approach ensures that quality standards are met while keeping expenses in check.

Contact Center 52

Contact Center Average Handle Time Upselling Coaching 52

ChurnZero

JUNE 15, 2023

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. Treating a CRM as a Swiss Army Knife is both inefficient and reductive to the work of post-sale teams.

CRM 96

CRM Sales Accountability Analytics 96

TechSee

JANUARY 29, 2019

In recent years, a wide range of AI technologies have been successfully integrated into the CRM domain, from sales and marketing to customer support and retention. Computer vision is relevant across the entire customer journey, including sales and commerce, marketing and customer service. No – computer vision.

CRM 164

CRM Personalization Self service Sales 164

ShepHyken

JULY 31, 2020

It is a great growth hacking tool for companies with continually evolving standards as it merges CX and customer service to help the customer understand your novel offerings, all the while increasing upselling opportunities and shortening the sales cycle. Exploit AI-Powered Tools to Automate Common Queries.

Customer Experience 216

Customer Experience Customer Service Chatbots Upselling 216

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

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

ShepHyken

AUGUST 22, 2023

Another example came in the form of an email I recently received from a sales rep. This isn’t a traditional sales pitch. Be sure to do it right, whether it is as simple as using the customer’s name or as sophisticated as using data to understand your customer’s needs. It’s based on what you know about the customer.

Personalization 156

Personalization Upselling Sales Customer Service 156

Inbenta

OCTOBER 30, 2020

If you want to make sure that you don’t lose sales opportunities (and ultimately revenue), you better be prepared for this shopping frenzy that is about to hit your business. Especially since the Covid-19 pandemic has negatively impacted sales results since the beginning of 2020. How to increase sales thanks to a chatbot.

Chatbots 93

Chatbots Sales Advertising Upselling 93

NobelBiz

MAY 25, 2023

Are you looking to optimize your call center’s efficiency and streamline your business’s data management process? If so, it’s crucial to find the right call center software vendor that integrates with a customer data platform (CDP). Managing customer data is nothing new.

call center software 98

call center software Call Center APIs Contact Center 98

ChurnZero

JUNE 15, 2023

Product usage data is one of the best tools customer success managers can use to anticipate customer needs, drive adoption, and increase expansion. With usage data, you can stay one step ahead and get an inside look into your customers’ preferences and potential areas of improvement. What is product usage data?

Accountability 96

Accountability Upselling Analytics Metrics 96