Totango

MAY 6, 2022

You should consider pursuing value-adding engagements, such as offering upsells or inviting referrals. Tracking customer health scores in this way yields several benefits: Highlighting opportunities to increase revenue by reaching out to satisfied customers with upselling and referral offers. Helping you predict expansion.

Best practices 124

Best practices Upselling Journey mapping Metrics 124

Totango

SEPTEMBER 1, 2022

In general, QBR meetings help ensure that SaaS clients receive the value they’re paying for from their software provider, promoting higher subscription renewal, upsell, and referral rates. Overall, the benefits of SaaS QBRs boil down to higher subscription renewal rates and more revenue from upsells and referrals.

SaaS 104

SaaS Journey mapping Upselling Best practices 104

Totango

MAY 10, 2022

In this blog, we’ll look at the essentials of a customer engagement strategy, particularly how to use it to engage enterprise clients. After considering what a customer engagement strategy is and its benefits, we’ll offer ten key tips for keeping enterprise executives and stakeholders engaged. Trials of upsell products.

Journey mapping 81

Journey mapping SaaS Enterprise B2B 81

Totango

AUGUST 9, 2022

Sales : Sales teams can use customer segmentation to group prospects and customers based on propensity to buy, potential transaction value and upsell opportunities. Success teams can also use segmentation to promote subscription renewal, spot upsell opportunities and analyze trends in customer product usage to better understand behavior.

Best practices 106

Best practices B2B Journey mapping Upselling 106

Pointillist

SEPTEMBER 10, 2020

By Steve Offsey The goal of customer journey orchestration is to improve journey outcomes by enabling the most relevant interactions in the context of each customer’s goals and their overall experience. What is Customer Journey Orchestration? Journey orchestration goes beyond traditional personalization techniques.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

Totango

AUGUST 18, 2022

Thus, in your customer journey map , onboarding fills in the gap between your customer’s conversion to a premium buyer and their adoption of your product into their daily workflow. It also promotes higher product usage, increases the likelihood of upselling purchases and encourages customers to become enthusiastic brand advocates.

Journey mapping 99

Journey mapping SaaS Upselling Enterprise 99

Totango

AUGUST 25, 2022

It increases customer satisfaction and loyalty, driving higher subscription renewal rates, reduced churn, and more sales from upsells and referrals. Customer engagement can occur at any point in your customer journey where clients interact with your brand – before or after purchase. A low NPS tends to indicate low engagement.

SaaS 103

SaaS Upselling Metrics Journey mapping 103

Totango

FEBRUARY 10, 2021

Set success goals for each stage of your customer journey map. Set Success Goals for Each Stage of Your Customer Journey Map. A great way to do this is to create a customer journey map. Segment your customer database for personalized communications. Proactively guide customer growth.

Customer retention 90

Customer retention Journey mapping SaaS Benchmark 90

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Upsell purchases. Examples include: Search engine queries and ads. Social media posts. Demonstration videos. FAQ searches.

SaaS 113

SaaS Journey mapping B2B Upselling 113

Totango

NOVEMBER 3, 2021

NPS surveys can also be scheduled to go out at certain time-based points in the customer’s journey. For example, you might schedule a survey to go out 30 days after a customer has completed onboarding to gauge their satisfaction or evaluate whether they’re ready for an upsell offer.

Best practices 103

Best practices Surveys Upselling Journey mapping 103

Totango

NOVEMBER 3, 2021

NPS surveys can also be scheduled to go out at certain time-based points in the customer’s journey. For example, you might schedule a survey to go out 30 days after a customer has completed onboarding to gauge their satisfaction or evaluate whether they’re ready for an upsell offer.

Best practices 102

Best practices Surveys Upselling Journey mapping 102

Totango

NOVEMBER 3, 2021

NPS surveys can also be scheduled to go out at certain time-based points in the customer’s journey. For example, you might schedule a survey to go out 30 days after a customer has completed onboarding to gauge their satisfaction or evaluate whether they’re ready for an upsell offer.

Best practices 100

Best practices Surveys Upselling Journey mapping 100

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. Customer experience journey map — pictorial representation of a customer’s thoughts and actions while shopping or using a product or service.

CRM 66

CRM Customer Care Customer Experience Customer advocacy 66

Totango

MARCH 4, 2022

On the other hand, customers with a high NPS score may receive an automated upsell invitation as part of their renewal offer. These differences help make B2B customer success a distinct enterprise from B2B customer service. B2B Customer Success vs. B2B Customer Service. Commonalities between B2B Customer Service and Customer Success.

B2B 98

B2B Customer Service B2C Interactive Voice Response 98

Totango

OCTOBER 1, 2019

Being a customer-centered enterprise means acting as a trusted advisor and helping your customers get greater business value from your product. Customer journey optimization is a way of not only mapping the stages of customer progression but also identifying ways to add customer value along the way.

Enterprise 81

Enterprise Metrics Benchmark Upselling 81

Totango

FEBRUARY 24, 2021

Data Availability from All Points on Your Customers’ Journey. Data relevant to customer success can come in from all points on your customer journey map , from onboarding and adoption to escalation and renewal. Look for a solution that supports the scale you’ll need to support your customers and grow your business.

Upselling 71

Upselling Journey mapping Accountability Analytics 71

Lumoa

APRIL 28, 2024

You can even find opportunities for cross-selling, upselling, or personalized promotions by using real-time insights and trends generated by AI. However, if you are looking for a one-shop-stop solution for customer and employee experience and you have the budget of a large-scale enterprise, Qualtrics can be the right solution for you.

Feedback 78

Feedback Consulting Consulting Enterprise 78

Pointillist

JULY 25, 2018

The questions below will help you define the scope of your customer journey analytics project: Will the project be confined to a single team, such as customer experience or marketing, or will other business functions use the platform? Is your organization already aware of specific pain points and friction in your customers’ journeys?

Analytics 93

Analytics Government Metrics APIs 93

Totango

JUNE 4, 2021

By tying your cross-sell and upsell offers into your customers’ actual use of your product, you not only increase engagement, but you increase the attractiveness of your offers, helping boost your revenue. Use your customer journey map to plan events that trigger customized offers. Reward Customer Loyalty.

B2C 63

B2C Upselling Journey mapping B2B 63

Lumoa

MARCH 12, 2023

Real-time insights into customer preferences and trends makes it easier to identify opportunities for cross-selling, upselling, and personalized promotions. Streamlined customer journey mapping. Its features include survey creation, data analysis and reporting, customer journey mapping, and online reputation management.

Customer Experience 78

Customer Experience Journey mapping Analytics Consulting 78

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. Customer experience journey map — pictorial representation of a customer’s thoughts and actions while shopping or using a product or service.

CRM 59

CRM Customer Care Customer Experience Customer advocacy 59

Totango

SEPTEMBER 17, 2021

Creates Upsell Opportunities. A free version of your product gives your sales team an opportunity to extend an upsell offer. This can help you refine your understanding of your customer journey map , helping you optimize your customer experience and sales process. What Are the Cons of a Freemium SaaS Model? Try it free.

SaaS 78

SaaS Best practices Upselling Journey mapping 78

Totango

AUGUST 14, 2020

Customer success means creating data-driven engagements that provide ongoing value to the customer and growth opportunities to the enterprise. Your customer is a long-term partner; the two of you are on a journey together. appeared first on Best Customer Success Blog | Trends & Articles for Enterprise Growth.

Enterprise 80

Enterprise Feedback Upselling Accountability 80

Pointillist

APRIL 17, 2019

In this post, I’ll review the pros and cons of six major categories: customer data platforms, business intelligence software, customer analytics tools, digital experience platforms, journey mapping tools, and customer journey analytics software. One of the core criteria for CDPs is that they’re a marketer-led technology.

Analytics 51

Analytics Journey mapping Multichannel Government 51

Totango

MARCH 26, 2021

Resources: The Customer Journey Map: An Ultimate Guide. Extend customers cross-sell and upsell offers. Use in-app messages, email and phone surveys to extend cross-sell and upsell offers. Build a reputation as a thought leader by sharing content that meets your audience’s needs. Conversion.

SaaS 68

SaaS Best practices Upselling Education 68

Totango

MARCH 2, 2021

In the expansion stage, customers increase the value they receive from your brand by adopting advanced product features and making cross-sell and upsell purchases. Extending customized cross-sell and upsell offers to customers based on their purchase and usage history and needs. Make Each of Your Customer Journey Stages Count.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

Totango

JUNE 17, 2021

This information can indicate how actively an account is being used, which can, in turn, suggest actions such as intervening to promote more active usage or offering an upsell to encourage greater usage. Definitions, Uses and Success Tips appeared first on Best Customer Success Blog | Trends & Articles for Enterprise Growth.

B2B 71

B2B Journey mapping Accountability Sales 71

Interaction Metrics

MARCH 20, 2025

Journey mapping : We favored tools that visualize every step of the customer experience , from first-click excitement to post-purchase hiccups. This level of scale makes it invaluable for large enterprises that need to rapidly sift through massive data streams. No more Oops, we missed that email!just

Enterprise 62

Enterprise Surveys Analytics Feedback 62

Totango

DECEMBER 28, 2020

It’s a head start that allows organizations to get right into the nitty gritty of real-time customer journey analytics and start building playbooks to tackle common customer scenarios. Identifies at-risk customers and upsell opportunities quickly. Presents detailed customer journey analytics and team impact.

Best practices 84

Best practices Upselling Analytics Technology 84

Tethr

JULY 29, 2020

Your customers have already provided all of the insights you need and have given you feedback along their journey—you just have to learn to extract it. Using listening enterprise platforms like Tethr , organizations can gather intelligence from conversations and derive actionable insights in a timely manner.

Brand ambassadors 65

Brand ambassadors Advertising Upselling Sales 65

Totango

NOVEMBER 12, 2019

Offering customers a smooth transitional experience is an enterprise-wide effort. Also, this creates a detailed record in case customers return to the sales stage in the future, such as for expansion or an upsell opportunities. It requires clear and easy communication channels between sales and customer success.

Sales 60

Sales Upselling Enterprise Best practices 60

Amity

OCTOBER 12, 2017

This model is designed to be used at any stage of your company from start-up to a full-blown enterprise. A large component of the customer journey is clearly laying out the proactive measures that your organization is prepared to take. Renewals and upsells. Customer onboarding. Customer health scoring. Internal account reviews.

Metrics 61

Metrics Upselling Journey mapping CRM 61

Pointillist

JULY 25, 2018

The questions below will help you define the scope of your customer journey analytics project: Will the project be confined to a single team, such as customer experience or marketing, or will other business functions use the platform? Is your organization already aware of specific pain points and friction in your customers’ journeys?

Analytics 43

Analytics Metrics Government Journey mapping 43

JustCall

MARCH 6, 2023

What is Customer Journey Analytics? Customer journey analytics is the process of understanding how every customer interaction impacts a business. It often starts with a customer journey map. 10 Benefits of Customer Journey Analytics 1. What are some common features of customer journey analytics software?

Analytics 52

Analytics Journey mapping Metrics Feedback 52

Education Services Group

JULY 28, 2019

Segmentation drives how you engage with customers, who is working with them, how you create customer journey maps, and how your customers are being marketed to — appropriately segmenting them is critical to fostering Customer Success and more broad business success. Approaches to Segmenting Your Customers.

Accountability 40

Accountability Journey mapping Marketing Upselling 40

ClearAction

NOVEMBER 16, 2023

Voice of Customer Maturity Today Since the 2009 global economic downturn, companies have invested heavily in enterprise feedback management. C) Enterprise Use Today VoC insights are generally insufficient for adapting instantaneously to shifting market needs.

B2B 62

B2B Feedback B2C Enterprise 62

Nicereply

FEBRUARY 2, 2024

Current customer experience : The customer journey map for your business and key areas of improvement. Preferred content formats : How to present information in a manner that resonates with your audience, whether it’s through articles, videos, webinars, or other means.

Education 59

Education Accountability Customer retention Journey mapping 59