Totango

JULY 5, 2022

Effective, personalized, digital communications help build and maintain connections with your customers that can weather any storm. Make the Most of Upsell Opportunities. Make the Most of Upsell Opportunities. Upsells are the result of the growth a customer has enjoyed because of your commitment to delivering lifetime value.

Upselling 101

Upselling CRM Best practices Accountability 101

bold360 Blog

FEBRUARY 4, 2020

Many companies are reluctant to invest in technology for fear of sacrificing a personal touch. Often, it’s that personal touch that sets them apart from big bank competitors. 5 big CX challenges that can be overcome: 1. Investing in technology while staying personal. 3. Juggling personal support, growth, and speed.

Personalization 59

Personalization Technology Self service Upselling 59

Customer Service Life

DECEMBER 20, 2023

Upsell/Cross-sell opportunities – When the product the customer is currently using doesn’t do what the customer wants but another product in our line does. For example, we had a product that we were upselling often and we significantly improved our conversion rate when the marketing team reduced the price a bit.

Upselling 84

Upselling Contact Center Engineering Banking 84

Totango

APRIL 5, 2022

For example, Totango’s SuccessPlay feature allows you to create automated workflows to follow up on NPS surveys, such as sending an upsell offer or referral invitation to customers who respond with a 9 or 10. Leverage satisfied customer responses for upselling conversions and referrals. Why Do You Need NPS Software?

Upselling 105

Upselling Surveys Analytics Customer retention 105

ChurnZero

JUNE 15, 2023

Instead, CSMs can use product usage data to show up for their customers by coming prepared to meetings with a personalized agenda and recommendations to achieve their objectives. Tactically speaking, the most common mistake I see is organizations lacking the appropriate unique identifiers on usage events.

Accountability 96

Accountability Upselling Analytics Metrics 96

Quality Contact Solutions

MARCH 11, 2021

Our telemarketing services include: Event/Brand Awareness: Offering products and services is great; however, it doesn’t do you any good to have a fantastic product if no one knows about it. Having a major event and need your target audience to know about it? Try an event awareness campaign. Try an event awareness campaign.

Telemarketing 98

Telemarketing Sales Upselling outsourcing 98

Talkdesk

AUGUST 28, 2017

Our Kickoff “Designing Your Intelligent Contact Center” event in Chicago was a huge success and a lot of fun! According to a report done by Accenture, customers are 75% more likely to buy from a retailer that is able to have an intelligent, personalized conversation with them about their purchase history. It’s not too late.

Contact Center 51

Contact Center Contact center software Upselling Engineering 51

Cincom

MAY 8, 2024

Truly personalized messaging powered by target audience differences demonstrates improvements in campaign effectiveness and customer satisfaction over time. Aggregated Customer Data and Distribution: CCM integrates customer data from various operational systems like CRM into communication templates to drive personalized messaging at scale.

Best practices 52

Best practices Metrics Education CRM 52

ShepHyken

AUGUST 10, 2018

PCA utilizes historical data from a CRM to guess the likelihood of future events. This makes it easier to access and allows personalized content to a heightened degree. Personalizing Content. This matter of specialization doesn’t just relate to products but also to product discounts, promotions, upselling, and cross-selling.

Analytics 168

Analytics Upselling Banking CRM 168

Totango

APRIL 2, 2019

Target events and address milestones. In some cases, you may need to include high-touch or personal, live touch efforts. This is also a good time to add upsells to accounts that have high customer health scores. That way, your team can immediately take advantage of upsell opportunities and repair low health scores.

Journey mapping 107

Journey mapping Upselling Accountability Feedback 107

TeleDirect

OCTOBER 25, 2023

At TeleDirect, we’re an extension of your team, and our team is extensively trained in upselling and lead generation. Artificial intelligence call center technology may answer phones, find out why a person is calling and then direct them to the appropriate agent with the answers they seek. It even considers personalities.

Call Center 62

Call Center Technology Customer Support Complaint resolution 62

Hodusoft

JULY 2, 2024

” The event brought together Subject Matter Experts, Mr. Vasant Gohil (Business Development at HoduSoft- Southern & West Africa) and Dr. Ruth B. High Call Volume: Long wait times & high turnover rates in contact centers lead to increased abandonment rates and missed opportunities for upselling and cross-selling.

Agent burnout 52

Agent burnout Customer Experience Abandon rate Average Handle Time 52

TechSee

JANUARY 4, 2022

Simplifies warranty registration and quickly captures customer information for upselling opportunities and long-tail sales. We attended seven events this year, five of which were in-person! And not just events, we also hosted 11 webinars with the goal of introducing cutting-edge technologies to global industries.

Self service 109

Self service Upselling Enterprise Big data 109

Natalie Petouhof

APRIL 4, 2016

Tweet After attending the SAP Hybris IOT/ CRM event, I was very impressed to see a vendor really connect the dots between commerce and customer service and customer experience. Regardless of your industry, SAP can help to create contextual, personalized and relevant customer experiences that boost loyalty and increase sales.

CRM 40

CRM B2C B2B Marketing 40

Totango

FEBRUARY 23, 2022

Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. Expansion : a satisfied customer increases their usage of your product and brand to include advanced features, upgrades, and upsells. Flagging events that require action. Flag Events that Require Action.

SaaS 114

SaaS Journey mapping Upselling Best practices 114

CustomerSuccessBox

JUNE 20, 2022

Detect and Act on Upsell & Cross-sell Opportunities. A Customer Success software monitors product usage and engagement level to identify the upsell signals. Thereby you will be able to create alerts and tasks to act upon so that you never miss on any upsell and cross-sell opportunities. Improve user onboarding.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

Totango

MAY 5, 2021

Once these metrics are recorded, you can use this information to proactively engage customers and meet their needs in a more personalized way. Generally sent to customers right after onboarding or other key events, this data can be utilized to leverage success by: Helping you perfect your onboarding process. .

Customer Experience 118

Customer Experience Education Customer centricity Metrics 118

Upstream Works

JANUARY 20, 2023

These may seem like unrelated events, but they all have a role to play in defining the state of customer service in 2023 and will have implications for contact centers. CX Trend: Make it Personal A weak economy impacts everyone, so it is important for contact centers to understand how this impacts their customers.

Contact Center 78

Contact Center Upselling Customer retention Technology 78

Totango

JUNE 4, 2021

We’ll show you how to multiply opportunities for engagement through strategies such as personalization, in-app messaging, customized promotions and loyalty programs. Incorporate Personalization into Automated Messaging. Incorporate Personalization into Automated Messaging. Get Users’ Attention with In-product Messaging.

B2C 62

B2C Upselling Journey mapping B2B 62

Joe Rawlinson

SEPTEMBER 16, 2015

Never go directly to further marketing or upselling unless the client has suggested they will need something else, or you can provide the resolution to an issue. Send Personalized Emails. Personalized emails will make an old customer feel important enough to consider coming back. Host Events.

Upselling 138

Upselling Advertising Marketing Personalization 138

OctopusTech

JULY 31, 2023

This method enables organizations to focus on core operations while still delivering personalized and fast help, resulting in greater customer trust, loyalty, and an increase in online sales. Their purchasing decisions may be considerably influenced by this personalized touch, increasing conversion rates.

outsourcing 62

outsourcing Sales Upselling Abandon rate 62

ChurnZero

JUNE 28, 2024

However, CS is becoming a more revenue-driven profession, with retention, upselling, and renewals being key factors in retaining and growing revenue. These events can help your CSMs see a new side of the industry and meet current and potential customers. Most CS departments currently own at least one of these metrics. Currently, 93.7%

Sales 52

Sales Surveys Upselling B2B 52

Totango

AUGUST 23, 2022

Making upsell offers. Customer support events. Upsell offers. This allows you to personalize and optimize the touchpoint experience for individual customers or segments of your customer base, driving higher satisfaction. Providing tutorial tips to answer customer questions and encourage greater product adoption.

B2B 119

B2B Journey mapping SaaS Upselling 119

OctopusTech

JULY 21, 2023

This will help companies to provide each customer with a personalized user experience. This knowledge helps them develop targeted marketing strategies, informed decisions, and personalized customer experiences. However, the management of data can make it possible to provide a personalized audience experience.

Best practices 62

Best practices Management Upselling Sales 62

SmartKarrot

JULY 13, 2020

Hence, upsell is the clear outcome of such a situation. Upsell is the practice of encouraging a customer to buy a higher version of the product that is more expensive than the one they are already using. When I say upsell, this word sounds more relevant from the seller’s point of view. Why Upsell? Upsell vs Cross-sell.

Upselling 10

Upselling SaaS Management Metrics 10

TeleDirect

JULY 1, 2021

Not surprisingly, most people prefer talking to an actual person about a product, service, or other important information. The goal of every firm is to transition from prospecting to upselling – and that’s the main goal of any appointment setting platform. Telesales & upsells. Seminar & event registration.

Call Center 62

Call Center Upselling Healthcare outsourcing 62

Totango

SEPTEMBER 29, 2020

It is the sum of the profit you make from your customers over time, rather than any single sales event, and it is the most accurate method of anticipating revenue in a customer-centric, Software-as-a-Service (SaaS) environment. Customer lifetime value (CLV) is a glimpse into your enterprise’s future.

SaaS 107

SaaS Enterprise Metrics Upselling 107

Totango

JUNE 15, 2022

In order to drive growth, you need to reorient your company towards a value-driven operating model where every department and team is focused on providing valuable, consistent and personalized experiences for customers. Maximize Upsells or Improve NPS and Loyalty), then build out that journey using pre-designed templates and workflows.

Upselling 98

Upselling Analytics Self service CRM 98

Totango

FEBRUARY 4, 2020

Never try to force or coerce customers into upsells. You don’t need to push all of your customers into an upsell. You can set parameters to identify those that make a good fit for an upsell w/ the right technology. Craft personalized campaigns. Nothing beats a personal touch. Spot red flags earlier.

Customer centricity 71

Customer centricity Best practices Upselling Enterprise 71

Inbenta

DECEMBER 14, 2021

Often, potential customers prefer to research their options themselves before speaking to a real person. personalized recommendations. They can push promotions in a specific timeframe and recommend or upsell insurance plans by making suitable suggestions at exactly the right moment. Chatbot use cases for policyholders.

Chatbots 52

Chatbots Upselling Average Handle Time Analytics 52

Totango

DECEMBER 21, 2021

Effective customer success automation relies on the strategic use of technology to communicate with customers at key points and event triggers in their customer journey. It also can create an opportunity for upsell offers when applicable. Milestone Messaging as a Customer Success Manager Automation Strategy. Onboarding Tutorials.

Management 108

Management Best practices Upselling Accountability 108

ProProfs Blog

MAY 29, 2020

Product Launches and Other Sponsored Events: Product launches, conferences, seminars, and other industry events are an excellent opportunity for brands to introduce themselves to their customers.Company events not only as a touch point but also allow you to open other channels of communication in the form of pre and post event surveys.

Advertising 109

Advertising Surveys Journey mapping Feedback 109

Totango

JULY 23, 2019

This shift means there is far more value to be generated after the sale through repeated renewals, as well as possible upsells and cross-sells. Through repeatable, personalized actions, the enterprise nurtures customer growth in anticipation of continued renewal and upsell, like a farmer nurturing an orchard of trees to repeatedly bear fruit.

Upselling 90

Upselling Customer centricity Enterprise Education 90

Totango

JANUARY 30, 2020

Access to accurate information helps every team member provide personalized, intelligent engagements and ensures the customer never needs to repeat themselves. . These capabilities help to optimize customer engagements and sales events, empowering both customer success and account management to personalize their customer interactions.

Accountability 71

Accountability Management Upselling Enterprise 71

Totango

AUGUST 12, 2020

The digital transformation of business has empowered customers to expect personalized, on-demand attention from their service partners. As customer lifetime value is now spread out over years of renewals and upsells, customer retention and customer success efforts must be seen as a shared value across the enterprise.

SaaS 87

SaaS Upselling Enterprise Best practices 87

Pointillist

JULY 25, 2018

What are the quantitative business goals that will influence the journey analytics project e.g., churn, retention, acquisition, cross-sell, upsell, purchase, rate of renewal etc.? This person is crucial in getting the initial project approved and moving it forward. Upsell and Cross-sell Revenue Growth. Thinking in Events.

Analytics 93

Analytics Government Metrics APIs 93

Totango

OCTOBER 20, 2020

Once these metrics are recorded, you can use this information to proactively engage customers and meet their needs in a more personalized way. Generally sent to customers right after onboarding or other key events, this data can be utilized to leverage success by: Helping you perfect your onboarding process. .

Customer Experience 87

Customer Experience Education Customer centricity Metrics 87