Playvox

JUNE 22, 2023

Tracking, reporting, and improving upon metrics are essential across all areas of business, including finance, sales, marketing, and contact center management. Understanding the key call center efficiency metrics to track , and more importantly, how to improve them, will set you up for success and help keep your customers happy.

Call Center 52

Call Center Metrics Schedule adherence Average Handle Time 52

ShepHyken

NOVEMBER 21, 2016

My Comment: CustomerGuage has released an “eBook” about the power of NPS (Net Promoter Score). Don’t let the fact that you’ll have to give them your email address deter you for downloading the eBook. eWeek) Priorities of sales teams are facing mandates for change, thanks to intense new competition online among vendors of all types.

Customer Service 298

Customer Service Surveys Marketing Sales 298

PeopleMetrics

NOVEMBER 13, 2015

Sales or Customer Experience? Through the lens of his personal experience, the ex-employee asked : “If REI is focused on customer experience and a co-op style of business, why are employees only being measured by membership sales?”. And what metrics will enable that support? Improving Customer Experience through Measurement.

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Sales Customer Experience Metrics Consulting 79

ClientSuccess

MAY 8, 2019

I’m excited to continue on with our blog series on customer success metrics. In our last post on this topic, we covered the top four categories of customer success metrics. The topic I will cover in this blog is on the top five customer success health metrics. Customer Success Health Metrics. Support Tickets.

SaaS 59

SaaS Metrics Accountability industry standards 59

Nicereply

APRIL 30, 2020

Be all ears to your customers and let them boost your sales because of your ace customer services. This can be a free eBook guide to your services or a discounted entry for your next webinar or just extra credits in their account. Track and analyze customer metrics. Rephrase your customer support interactions.

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Sales Customer Service Upselling CRM 69

inmoment

JULY 16, 2019

Measuring customer experience (CX) has always been a numbers and metrics game. And while standard CX metrics like Net Promoter Score (NPS®), Customer Satisfaction (CSAT), and Customer Effort Score (CES) provide some insights into customer experience, they don’t tell the whole story. Customers are more than numbers.

Metrics 40

Metrics Customer Experience Feedback Analytics 40

ClientSuccess

OCTOBER 8, 2019

And to get good data, you have to have good metrics in place. Here’s our take on a short list of top SaaS metrics your CSM team needs to monitor: . #1: Your sales team will tell you: getting new customers can be difficult. Take a look at how we’re bringing together NPS and customer success metrics. . #4: 2: Churn Rate.

SaaS 49

SaaS Metrics Customer retention Surveys 49

NICE inContact

AUGUST 9, 2018

In a previous blog, I outlined 14 different metrics that contact centers should be tracking to improve customer experience. However, these metrics are designed to influence real-time decision making in your contact center. While CSAT is a transactional measure and NPS is a relationship metric, CES can be either. 2) Disagree. (3)

Metrics 48

Metrics Customer Service Airlines Contact Center 48

ClientSuccess

NOVEMBER 9, 2022

High-performance sales and marketing teams have relied on operations resources for years to streamline operations, optimize workflows, and ensure efficient processes. For example, an operations resource on a sales team will often be the go-to person for building workflows and creating processes within a CRM. .

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SaaS Metrics CRM Sales 68

ClientSuccess

APRIL 2, 2019

Establishing Your Sales to Customer Success Handoff Score. For optimal handoff success between all teams, these success metrics should be uniform across departments. Once your marketing team has developed a lead score and Ideal Customer Profile (ICP), the account is passed on to the sales team. Your Ideal Customer Profile (ICP).

Sales 45

Sales Journey mapping Metrics Accountability 45

ClientSuccess

MARCH 16, 2022

After the sales cycle, which can often be drawn-out, chaotic, and intense for both sides, onboarding is the first real chance a new vendor has to make an excellent first impression with a customer and set the stage for what the partnership will genuinely look like moving forward. eBook: Ultimate Guide to Customer Success Metrics.

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Upselling Metrics Sales 71

ClientSuccess

OCTOBER 12, 2022

How does it impact critical metrics like growth, renewal rates, and customer churn? Of course, big numbers like cost savings are critical, but what about other metrics driving customer satisfaction, renewals, and upsells? eBook: CSM from the Trenches: Implementing Customer Success. Look at the bottom line . Start Here!

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SaaS Upselling Metrics CRM 76

ClientSuccess

APRIL 27, 2017

As we travel the globe and talk with customer success leaders, one of the most frequent asked questions is, “What are the metrics I should be tracking and measuring to help my organization embrace customer success?” Recorded Webinar: The Ultimate Guide for Customer Success SaaS Metrics.

Metrics 41

Metrics SaaS Best practices Accountability 41

ClientSuccess

SEPTEMBER 28, 2022

As a SaaS CSM, what metrics are you tracking to give you a sense of customer satisfaction? One of the most useful product-based metrics CSMs can use to gauge user satisfaction and engagement is Average Session Duration. This metric looks at how long individual users spend on a platform during a single session.

SaaS 52

SaaS Metrics Surveys Feedback 52

ClientSuccess

MAY 10, 2022

The ‘sale’ of a new customer – aka the monetary amount of the contract – is often looked at as the be-all-end-all metric to determine the value of the customer. Were any marketing initiatives discussed during the sales process? eBook: Ultimate Guide to Customer Success Metrics. Ready to Learn More?

Upselling 59

Upselling Metrics Accountability Sales 59

ClientSuccess

NOVEMBER 1, 2017

Join Dave Blake (CEO of ClientSuccess) and Dan Demas (VP of Customer Success at Pendo) as they share 5 metrics that matter for product and customer success teams. This webinar will help product and customer success teams, understand which metrics are unique and which are shared. Overlapping metrics between customer success and product.

Metrics 40

Metrics SaaS Sales Marketing 40

ClientSuccess

AUGUST 31, 2020

You’ve done your research, gone through the sales cycle, and made your decision. Track onboarding metrics , and then use these to inform your own customers’ onboarding process. eBook: How to Build and Scale a Customer Success Team. Webinar: Customer Success SaaS Metrics. . First of all, congratulations!

SaaS 105

SaaS Metrics Accountability Sales 105

ClientSuccess

MARCH 8, 2022

Sales cycles can be long and fraught and deserve to be applauded. But as more and more SaaS organizations realize, the actual value of a new customer isn’t tied to that initial sales number at all but spread out across the customer’s entire lifecycle at an organization. eBook: 3 Steps To Putting Your Customer First This Year.

Upselling 75

Upselling SaaS Sales Metrics 75

ClientSuccess

OCTOBER 10, 2017

Customer success, like any other department, is dependent on metrics. Customer success managers (CSMs) and leaders rely on these metrics to ensure they’re delivering the best possible experience to customers, and to determine repeatable workflows. Metrics help separate process that are working from processes that need more fine-tuning.

Metrics 40

Metrics SaaS Sales Best practices 40

ChurnZero

OCTOBER 26, 2018

Strategies for an Effective Partnership between Customer Success and Sales. The handoff of a new customer between Sales and Customer Success is a critical moment in the customer lifecycle. In this session, Abby Hammer and Casey Altieri from ChurnZero shared tips to clarify and strengthen your knowledge transfers from Sales to CS.

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Sales Upselling Accountability Best practices 56

ClientSuccess

JANUARY 4, 2021

A CSM manages and owns a customer account throughout their entire partnership with a vendor organization, from the minute a sale closes throughout many rounds of renewals. eBook: Implementing Customer Success. A customer success manager’s relationship with a customer account doesn’t just begin and end at random.

Customer centricity 104

Customer centricity Accountability Sales Metrics 104

ClientSuccess

FEBRUARY 27, 2018

Align Handoffs, Data Collection, and Success Metrics Between Departments. This means outlining clear touchpoints, data, success metrics, and outcomes to collect at each point of the customer lifecycle. Engaging & Evaluation : This is the first step in the ‘sales’ process. What types of marketing content have they opened?

Metrics 40

Metrics Journey mapping Coaching SaaS 40

ChurnZero

JANUARY 10, 2022

You’ll be able to put together much more efficient internal workflows and define responsibilities and metrics. One cross-functional relationship that absolutely cannot be ignored when it comes to SaaS customer onboarding is the relationship between Sales and Customer Success. This is something that your Sales team can help you with.

Best practices 98

Best practices SaaS Metrics Sales 98

ProProfs Blog

DECEMBER 27, 2020

Honestly, it can get annoying when you come across pushy sales representatives during your buyer’s journey who treat you like a sales target that needs to be acquired at any cost. It is said that sixty-seven percent of the buyer’s ‘decision’ is complete before a buyer even reaches out to sales. Troubleshoot any confusions.

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Journey mapping Education B2B Sales 148

Hello Customer

OCTOBER 13, 2021

The reason for this is that many companies, whether or not they like to admit it, are still pretty conservative and stick to traditional business-driving metrics and compartmentalized reporting. Download our eBook: "NPS, CSAT or CES? Which customer satisfaction metric is right for you?". fostering cross-level collaboration.

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Surveys Feedback Journey mapping Metrics 98

ClientSuccess

MARCH 2, 2021

In this way, one can look at the role of an AE as an extension of the sales or business development team while CSMs are fully entrenched in the services realm. CSMs typically gauge success on metrics like usage rates and NPS scores while AEs are driven by bottom-line revenue goals. .

Accountability 62

Accountability Management Upselling SaaS 62

ClientSuccess

OCTOBER 25, 2021

Knowing how to identify these indicators, which metrics to track for each, and how to gauge success is critical for any customer success team looking to set themselves up for long-term success. Here, we’ll take a deeper look at the customer success leading indicators discussed in Part 1 to uncover some critical metrics behind each one.

Metrics 64

Metrics Upselling SaaS Education 64

ClientSuccess

FEBRUARY 21, 2022

As customer success has grown into a critical corporate function for SaaS organizations, CSMs have turned to data and metrics to make strategic decisions for their customers. Over the years, however, so many metrics have become critical to this decision-making that it now requires multiple products and platforms just to keep things straight.

Upselling 68

Upselling Metrics SaaS Customer effort 68

ClientSuccess

NOVEMBER 2, 2022

Go beyond just conceptualizing this information by tracking detailed metrics and data points to build a holistic picture of customer satisfaction and health. eBook: 5 Ways To Surprise & Delight Your Customers. For many in customer success, customer satisfaction, health, and happiness are more abstract concepts than actual numbers.

Customer retention 70

Customer retention Upselling SaaS Accountability 70

ClientSuccess

OCTOBER 5, 2021

For a team to be truly successful in the customer success world, data and metrics should inform every decision made. Successful onboarding: Although a customer relationship technically begins during the sales stage, there is no understating just how important onboarding is to the long-term success of a customer.

Metrics 72

Metrics SaaS Accountability Sales 72

TeamSupport

FEBRUARY 18, 2022

then chances are that your sales team is chasing new business. Net new sales opportunities aren't the only way to grow your business revenue, and if they are the sole focus, you’re trying to sail the ship without plugging the holes in the hull. Know – analytical relationships over reliance on single metrics.

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B2B Upselling Customer Support Sales 105

ChurnZero

AUGUST 28, 2020

To hear exactly what the experts had to say on how to crush onboarding, download the full eBook. Recruit cross-functional team members to review customer feedback, map internal workflows, and define responsibilities and metrics. The significance of the Sales to Customer Success handoff cannot be understated. That’s a mistake.).

SaaS 59

SaaS Journey mapping Metrics Sales 59

ClientSuccess

DECEMBER 7, 2020

CSMs have been hard at work managing their customer accounts throughout the tumultuous months 2020 and, in many cases, keeping their organizations afloat until new sales can catch back up. A customer success platform helps manage everything from engagement and adoption metrics to NPS and customer health scores. Want to learn more?

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SaaS Metrics Accountability CRM 65

SharpenCX

MARCH 24, 2020

But, we can’t know how we compare without some kind of standard — a grade scale, a rubric, a metric. Metrics in the workplace are incredibly helpful. Metrics motivate, create feedback channels, and provide employees with clarity in their work. When customer satisfaction is poor, sales and revenue suffer, too. Overall U.S.

industry standards 52

industry standards Metrics Call Center Wait times 52

ClientSuccess

JULY 5, 2017

5 Common Success Post-Sales Pitfalls. In order to make sure your CSMs are prepared, take a look at these common post-sales pitfalls, strategies for success, and best practices at every point of the post-sales customer lifecycle to ensure critical issues don’t slip through the cracks. The Sales Handoff Strategy.

Sales 40

Sales Upselling Best practices SaaS 40

TeamSupport

FEBRUARY 18, 2022

then chances are that your sales team is chasing new business. Net new sales opportunities aren't the only way to grow your business revenue, and if they are the sole focus, you’re trying to sail the ship without plugging the holes in the hull. Know – analytical relationships over reliance on single metrics.

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B2B Upselling Customer Support Sales 98

ClientSuccess

OCTOBER 25, 2022

These strategic meetings are a chance for customer stakeholders (including executive sponsors, primary contacts, and other vital resources) to meet with resources from across a vendor team – sales and strategic account representatives, implementation teams, product teams, etc. – eBook: CSM from the Trenches: Implementing Customer Success.

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Accountability Upselling Metrics Sales 74