ChurnZero

APRIL 25, 2025

And the shift to better integrate CS and sales is well underway. Renewals forecasting was historically a sales game, but increasingly, CS teams are responsible for expansion revenue. CS teams will thrive when they ensure strategy and tools are cross-functional with sales, finance, and product. Non-recurring revenue.

Finance 52

Finance Metrics Engineering Construction 52

Totango

AUGUST 23, 2022

For example, a website visit, an online sales purchase and a phone support call are all potential customer journey B2B touchpoints. In terms of the customer lifecycle, touchpoints may occur at any point during an interaction with your brand, including: Pre-sales, starting with a prospect’s first marketing touch. Making upsell offers.

B2B 122

B2B Journey mapping SaaS Upselling 122

ChurnZero

MARCH 24, 2025

Every trend points to customer success becoming the growth engine of businesses, and since customer success typically owns NRR (net revenue retention) , tracking how the teams investments impact performance is also part of that need. A CRM is a great tool for sales operations, but it falls short for customer success needs.

Technology 52

Technology CRM Engineering Finance 52

Cincom

MAY 8, 2024

Managing sales processes across large organizations is complex. From coordinating teams to configuring quotes, enterprise companies face immense challenges keeping sales operations running smoothly. This frustrates customers and limits sales capacity. Sales data gets scattered across systems. What Is CPQ Software?

Enterprise 52

Enterprise Sales CRM Upselling 52

ChurnZero

MARCH 28, 2025

Sarah Kiley is chief sales officer at ChurnZero. Most CROs come up through sales, where success is measured by speed and outcomes. The most important mindset shift I made as a CRO is recognizing that CS isnt a revenue centerits a value engine. Customers can sense when conversations shift from support to sales.

CRM 52

CRM Sales Metrics Upselling 52

TechSee

APRIL 10, 2018

By turning a potential threat into a secret weapon, BPOs utilize the power of technology as a strategic differentiator, as well as an additional revenue source and growth engine. Technology sales is a higher margin business than human labor. Customer-Driven Opportunity. Engage with new high margin revenue streams.

Call Center 139

Call Center Technology outsourcing Self service 139

ChurnZero

NOVEMBER 26, 2024

Key performance indicators (KPIs) / objectives and key results (OKRs) they will be evaluated on, such as adoption, retention, upsell or cross sell, customer success qualified leads. Monitor account health, identify upsell opportunities, and collaborate with cross-functional teams to deliver exceptional customer experiences.

SaaS 52

SaaS Upselling Enterprise industry standards 52

ProProfs Blog

SEPTEMBER 28, 2018

Joshua Bentley Partner, Engineer of Remarkable CX at Moxi Works. Is C-3PO going to be able to upsell a customer on another product/service your company makes because of his positive interactions with them? Live chat can be a way to give information for the customer and probe subtly rather than sending your sales guys after them.

B2B 159

B2B Chatbots Upselling Interactive Voice Response 159

CSM Magazine

MAY 22, 2024

Sales teams play a major role in driving revenue and profits for companies, so it’s essential to equip them with the right tools. Salesforce CPQ (Configure Price Quote) is a tool that can significantly boost sales productivity and profitability by automating pricing, configuration, and quoting processes.

Sales 52

Sales CRM Upselling Analytics 52

Cincom

MARCH 6, 2025

The contemporary competitive market poses a formidable challenge to maintain profitability across multiple sales channels. By integrating these intelligent capabilities, CPQ doesnt just streamline pricingit ensures that every sales interaction is a strategic move toward higher revenue, improved customer satisfaction , and long-term growth.

Automotive 40

Automotive Revenue potential CRM Sales 40

JustCall

APRIL 4, 2023

However, a call center is only as effective as its sales techniques and training. With the right approach and training, an inbound call center can double up as a powerful tool for generating sales and building customer loyalty. So, let’s dive in and learn how to turn every call into a successful sale!

Call Center 52

Call Center Sales Inbound sales Upselling 52

Hodusoft

SEPTEMBER 4, 2024

How The Right Call Center Solution Can Enhance E-commerce Sales? Choosing the right call center solution can mean the difference between achieving (even surpassing) the targeted sales volume and missing the mark. Our e-commerce call center software is specially engineered for e-commerce companies.

call center solutions 52

call center solutions Call Center Sales call center software 52

CSM Magazine

JULY 22, 2021

Henry Spitzer, VP of Sales at Lusha explains how community building is a powerful and cost-effective way to increase retention by creating a central destination for users to find support, advice and best practices. Communities furthermore, lower service costs and dramatically affect retention and upsell. The Bare Basics.

Advertising 98

Advertising SaaS B2C Best practices 98

Amity

OCTOBER 31, 2016

Uberflip has always had a strong marketing team because, after all, we’re a content marketing platform, the sales team has grown a ton over the last couple of years, and we have an amazing, fast-growing engineering team that’s built an amazing product. How did you personally get started in Customer Success?

Coaching 0

Coaching Upselling Engineering Marketing 0

JivoChat

JULY 4, 2021

It’s no surprise with the number of vendors that everybody is now on the hunt for the best Shopify plugins to boost sales and create a better experience for customers. There are Shopify plugins to increase upsells , provide better customer service, sell more products, and even make it easier for people to return items.

Sales 52

Sales Upselling APIs Analytics 52

TechSee

FEBRUARY 16, 2021

Issues can be identified early, and when the fix is relatively simple, it can be performed by on-site staff guided by remote experts rather than by engineers in the field. The division between sales and service activities has become blurred. Investment in remote support.

outsourcing 109

outsourcing Upselling Surveys Technical Support 109

JustCall

AUGUST 8, 2023

Here’s a deeper look at how conversational AI can increase eCommerce sales. 10 Ways Conversational AI Can Increase eCommerce Sales 1. In other words, it is no longer a secret that personalization drives sales. It will result in higher engagement levels, which will lead the way to more sales.

Sales 52

Sales Upselling Revenue potential Customer centricity 52

TeamSupport

DECEMBER 8, 2023

Is your company prepared to deliver exceptional post-sale customer support? Do they need to collaborate with engineering and other departments to resolve customer issues? Choosing the right software is critical to your company's success in this area. 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

MARCH 20, 2025

Introduction Meet John, a sales manager at a manufacturing company that produces customized industrial generators. 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.

B2B 40

B2B Sales CRM Finance 40

CustomerSuccessBox

NOVEMBER 2, 2021

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Why are Sales to CS handoffs a tricky stage? The first step after a sale is successful is onboarding.

Sales 52

Sales Upselling Engineering Customer retention 52

Hodusoft

DECEMBER 4, 2024

A study revealed that the average successful closing rate of MSP sales staff across the board is 35 percent. It’s a meticulously designed software in which the features are engineered to work in concert with each other. This increases the chances of successful upselling and cross-selling.

Upselling 52

Upselling Surveys Marketing Personalization 52

JustCall

FEBRUARY 11, 2022

Bagging a sales job is like closing a sales deal. Good news is you can master both getting a sales jobs and making sales pitches. So, if you’re eyeing a new sales role, you’ve come to the right place. In this guide, you’ll learn everything about how to land a high-value sales job.

Sales 52

Sales B2C B2B call center software 52

CustomerSuccessBox

FEBRUARY 27, 2019

Most SaaS businesses have well defined product, engineering, marketing and sales teams. At the start, it is not feasible to focus on several KPIs like retention, onboarding, upsells etc. Should Customer Success report to Sales? Some early stage companies put the customer success department under sales.

Upselling 65

Upselling Chief Customer Officer SaaS Sales 65

CustomerSuccessBox

AUGUST 22, 2019

Expansion revenue consists of upgrades, upsells and cross sells. But since most of the companies already have a sales team that brings in new customers, negative churn acts as gasoline on fire (revenue from new customers) and the company’s growth is similar to a rocket launch. Pricing is a major way to engineer negative churn.

Upselling 56

Upselling SaaS Engineering Metrics 56

Inbenta

JULY 29, 2021

When we’re looking for a flight, we tend to use a search engine and then scroll down through tens of results. Upgrades or upselling management. Chatbots can be used as a sales upselling tool to suggest additional services, upgrades and offer upsell promotions to travelers who have already booked a flight.

Airlines 88

Airlines Chatbots Upselling Self service 88

JivoChat

FEBRUARY 24, 2021

So, how do you start generating more sales, or even your first sale? We asked 22 Shopify store founders and marketing experts to share their best tips for getting more Shopify sales in 2021. It’s relatively straightforward to set up your Facebook shop and start making sales. Add upsells and cross-sells at checkout.

Sales 59

Sales Advertising Marketing Upselling 59

Hodusoft

MARCH 5, 2025

Lost Sales Revenue When an e-commerce company loses 70 percent of its potential shoppers just as it’s about to make a sale, it’s hard to imagine the loss of sales revenue! A study by Forrester Research revealed that cart abandonment leads to a loss of a whopping USD 18 billion in annual sales revenue!

Abandon rate 52

Abandon rate Contact center software Interactive Voice Response Contact Center 52

ChurnZero

JANUARY 26, 2021

From technical support to renewals and upselling, this role might be one of the most confusing and misunderstood jobs in all of tech. . Strong delivery for, and relationships with, your champions will most certainly make an impact on your future renewal and upsell opportunity outcomes. Executive Sponsor: . Primary Contact(s): .

Management 98

Management Chief Customer Officer Upselling SaaS 98

ChurnZero

MARCH 31, 2023

In other words, the growth a company generates from loyal customers will vastly outweigh the value of the initial sale. Customer Success keeps sales team promises Sales and Customer Success teams both interact with customers at “different stages of their journey,” according to HubSpot.

Benchmark 98

Benchmark B2B Accountability Consulting 98

Hodusoft

APRIL 24, 2025

Benefits of Higher Customer Retention for Insurance Companies Customer retention is a critical success factor in the insurance industry, where long-term relationships often yield more value than one-time sales. Better Opportunities for Cross-Selling and Upselling Satisfied, long-term customers are more open to exploring new products.

Contact center software 52

Contact center software Customer retention Contact Center call center software 52

Totango

MARCH 12, 2021

Here we’ll cover an eight-step approach to creating a customer journey map that encompasses all stages of your customers’ experience, including pre-sales and post-sales experiences. In this context, customer journey maps are typically visualized as funnels focused on the path to purchase, with less emphasis on the post-sales journey.

Journey mapping 67

Journey mapping Upselling Metrics Customer retention 67

Interactions

JULY 24, 2019

Not only does the restaurant miss out on your sale, but they may also lose a loyal customer. This leads to long wait times and frustrated guests–who eventually hang-up the phone and leave or drive by long drive-thru lines–resulting in lost sales. It never forgets business rules and never misses a chance to make an upsell.

Upselling 54

Upselling Wait times Engineering Analytics 54

Cincom

FEBRUARY 25, 2025

In 2025, sales cycles are more challenging than ever. Breaking Down the CPQ Process Flow: Step-by-Step Guide CPQ software streamlines sales by automating product selection, pricing, and quote generation. This prevents sales reps from offering incompatible options, incorrect specifications, or unavailable features.

Sales 40

Sales CRM Upselling Best practices 40

Help Scout

JULY 20, 2021

Many companies take a sales-oriented approach. Having a deeper, more dynamic customer relationship can result in a 20% increase in sales and in your bottom line. Sales scorecards : a rubric that sales teams can use to rate how effective or ineffective specific sales calls were. Which features are they using?

Sales 145

Sales Feedback Metrics Surveys 145

GetFeedback

MAY 9, 2019

CX leadership coalition: The VoC program and customer map fuel a company’s customer experience program, while the employees are the engine — they take this data and act on it. You can prove an increase in revenue through customer retention and sales optimization. . Reduced costs. .

Customer Experience 134

Customer Experience Journey mapping Metrics Customer centricity 134

ChurnZero

AUGUST 27, 2021

Customer Success (CS) is a core business function, and for some B2B companies, CS is a growth engine. Like their sales counterparts, CSMs who follow the traditional QBR model may have a quota looming over their heads. 6 Tips to Learn Hw to Upsell and Cross-Sell – Discover how to expand your customer accounts with integrity. .

Metrics 98

Metrics Upselling B2B Accountability 98

JivoChat

APRIL 16, 2023

According to Statista, ecommerce sales worldwide are projected to reach around 8.1 Afterward, you move into slightly more complex territory - optimizing your website for search engine optimization (SEO), launching email campaigns, and using mobile applications to provide customers with a seamless shopping experience. trillion U.S.

Analytics 82

Analytics Engineering Advertising Sales 82