Cincom

FEBRUARY 14, 2025

Coordinate among your sales, finance, and operations teams to identify pain points where CPQ can accelerate deal velocity and improve accuracy. Use machine learning to identify pricing leakages, helping finance teams adjust pricing models for better profitability.

Best practices 40

Best practices Sales CRM Finance 40

ChurnZero

MARCH 24, 2023

For example, if you receive an end-user NPS response or notice a pattern in end-user NPS feedback that says, “I hate this product,” and then from the same account, you get decision makers or contract signers saying, “I love this product,” that’s a problem. Everyone started looking at the dollars and focusing on these upsells.

Upselling 98

Upselling Metrics SaaS Sales 98

ChurnZero

MARCH 24, 2023

For example, if you receive an end-user NPS response or notice a pattern in end-user NPS feedback that says, “I hate this product,” and then from the same account, you get decision makers or contract signers saying, “I love this product,” that’s a problem. Everyone started looking at the dollars and focusing on these upsells.

Upselling 97

Upselling Metrics SaaS Sales 97

ChurnZero

AUGUST 14, 2020

Track free-trial users for upsell opportunities to convert to paid users. Solicit feedback to measure customer sentiment toward your product or business. Integrate NPS into a customer’s overall health score to factor in subjective customer feedback. Who owns it? Who owns it? Product or Customer Success. Chat Software.

CRM 87

CRM Finance Upselling Accountability 87

ChurnZero

NOVEMBER 4, 2022

A SaaS business’s greatest source of intel is direct customer feedback. They are best positioned to find, synthesize, and contextualize feedback. Finance is less of a Customer Success foe than you think. CS leaders can remove barriers in their relationship with the finance team by learning to speak their language.

SaaS 98

SaaS Customer centricity Finance Best practices 98

NobelBiz

JULY 25, 2023

Emails : Written communications, often detailing specific issues or feedback, which can be analyzed for content richness and sentiment. Social Media : Customers today take to platforms like Twitter, Facebook, and LinkedIn to voice concerns, appreciation, or feedback. Live Webchat : Instant messaging platforms on websites or apps.

Analytics 98

Analytics Call Center Contact center software Scripts 98

Amity

DECEMBER 14, 2016

Others manage subscriptions, software usage, renewals, upsells and other parts of the sales process. This is our most advanced product available , and we serve customers across many different industries, from finance to technology startups and everything in between. We take product feedback very seriously at InVision.

Management 84

Management Finance Enterprise Accountability 84

Call Experts

OCTOBER 5, 2023

Driving Revenue As explained by Contact Center Pipeline , effective call center agents can do more than just resolve issues; they can also upsell or cross-sell products and services, contributing to increased revenue. Gathering Valuable Insights Call centers generate a wealth of data and customer feedback.

Contact Center 105

Contact Center Call Center outsourcing contact center solutions 105

Kayako

OCTOBER 16, 2017

Their work relies heavily on input from other teams to do their job, whether in the form of engineering fixing a major bug, or finance explaining the customer’s latest bill. Product feedback. 50k MRR) with the revenue coming in from customer upsell and expansion (ex. Collect product feedback to help improve the product.

Customer Support 74

Customer Support Feedback Surveys Finance 74

Hodusoft

OCTOBER 19, 2022

Today, finance contact center software is one of the best ways for financial institutions to keep tabs on their customers and earn their trust. Role of contact center services in financial organizations A finance contact center helps insurance providers, mortgage companies, banks, and other financial institutions connect with their customers.

Contact center software 52

Contact center software Contact Center Finance Abandon rate 52

CSM Magazine

MARCH 3, 2020

Executives can also use this software in the identification of top clients and reach out to them frequently to get their valuable feedback. They can work closely with project managers to keep projects on track and go through the feedback. This way, they get to know the areas they need to focus their efforts. Product Development.

Finance 52

Finance Upselling Sales Feedback 52

ClearAction

NOVEMBER 5, 2017

And sometimes customer-facing staff has a distinct customer experience vision that is at odds with their upstream value chain (engineering, IT, finance, production, marketing, supplier management, etc.). Do your surveys interrupt customers or allow them to give feedback however and whenever they prefer? Consistency is the key.

Customer Experience 69

Customer Experience Customer centricity Morale Finance 69

JustCall

FEBRUARY 25, 2020

You can wisely choose an efficient tech stack that forms the backbone of the tech infrastructure in the finance industry. Communication, in the finance industry, is the most important segment of tech stack for any financial organization. The finance industry has a plethora of functions when it comes to accounting. Accounting.

Finance 59

Finance CRM Accountability Sales 59

Education Services Group

OCTOBER 31, 2023

Cross-functional Support: Swift Assistance : In the complex world of renewals, grant me rapid access to finance, legal, and contractual support. Feedback Empowerment : Create a hub for product feedback, feature requests, and timely responses on defects. It’s the lifeline when things get intricate. Answers are critical.

Best practices 52

Best practices Finance Upselling Customer retention 52

PeopleMetrics

MAY 16, 2018

The annual ISO survey is the ideal opportunity for companies to leverage rich customer feedback data and combine it with robust Customer Experience Management software to launch a more holistic Voice of Customer program. We call this process “ closed loop feedback management.” Meet ISO objectives and drive ISO improvement measures.

Surveys 48

Surveys Customer Experience Finance APIs 48

Interaction Metrics

MARCH 20, 2025

CX software: Digs deeper into analyzing customer feedback, pinpointing customer pain points, and orchestrating improvements across all channelsnot just at the lead or deal stage. We hunted for platforms that turn feedback into action and scale with your ambitions. Why Would You Need CX Software?

Enterprise 62

Enterprise Surveys Analytics Feedback 62

CustomerSuccessBox

MAY 9, 2022

The pros (new customer ARR, upsells) and cons (no new customer ARR, no upsells) should be highlighted on this Customer Success dashboard (downgrades and churn). Customer feedback is the first and most obvious place to seek information on what your consumers think of your product or service. Voice of Customer.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

ChurnZero

MARCH 22, 2019

So, the initial sale is very small, and all the sale is upsell. Now, if you are selling something like an ERP system, which is a huge decision and will change the whole company, there might not really be much to upsell, since the initial sale is so big. On net retention, it can be infinite with price increases, upsells and expansion.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

Amity

FEBRUARY 21, 2018

This is the never-ending mission of CSMs, managing accounts from onboarding, through adoption, to renewal or upselling/cross-selling, and repeat. Are you a communications master who’s comfortable translating concepts, receiving feedback, and evaluating context? Finally, do you consider yourself to be curious by nature ?

Upselling 77

Upselling Sales Finance Analytics 77

SharpenCX

MAY 16, 2022

Incorporate the feedback they receive from customers into regular updates and refinements. And it’s also great for creating opportunities to upsell and cross-sell your products and services. Now it’s time to bring in your other stakeholders, such as IT, operations, HR, and finance departments. Adopt a Good CRM. Tech leaders?

Contact Center 67

Contact Center Scripts Call Center call center software 67

CSM Practice

JULY 24, 2019

Companies that prioritize customer needs and put them at the forefront of new initiatives see increasingly better results than those who decide on new initiatives without considering customer success and feedback. Understand your existing customers through customer feedback obtained from surveys and interviews.

Customer centricity 45

Customer centricity Feedback Finance Upselling 45

TeleDirect

DECEMBER 14, 2023

Sales savvy, they are skilled at instilling interest, upselling and closing the deal or scheduling an appointment, depending on your company’s preferences. Instead of waiting for existing customers to call to place another order, they contact them, building strong relationships and asking for feedback.

Telemarketing 62

Telemarketing Business Process Outsourcing Call Center Best practices 62

ClearAction

NOVEMBER 16, 2023

Voice of Customer Maturity: Ultimate Guide Lynn Hunsaker Voice of customer maturity is not about scores, real-time feedback, response rates, listening posts, benchmarks, or comparisons of B2B versus B2C trends. Accepting all feedback requests would certainly require significant precious time. So, what does it mean?

B2B 62

B2B Feedback B2C Enterprise 62

Cincom

MARCH 29, 2025

4- Lack of Visibility Siloed Communication : Sales teams rarely have instant access to inventory, production, or finance teams, leading to misalignment. Upsell and Cross-Sell Recommendations : Need to increase deal value? Human Bias : Inconsistent discounting can lead to margin erosion and favoritism, impacting profitability.

40

40

JustCall

FEBRUARY 5, 2020

Also, specific notes, tagging, and pipelines would assist the sales team in upselling and cross-selling. It also aids strategies like upselling. However, it hastily deals with the support related queries but often leaves behind a bulk( related to Sales, marketing and finance) unattended. customer feedback. automation.

Education 84

Education CRM Sales Upselling 84

GetFeedback

AUGUST 16, 2018

Instead of asking customers to rate the agent who helped them or share feedback on the company as a whole, CES focuses on how easy or difficult the whole support process is for your customers. Customer success can spot upsell opportunities, or prioritize red accounts that need extra love. How do you measure it? Self-Service Metrics.

Metrics 79

Metrics Customer Service Surveys Self service 79

Call Experts

APRIL 8, 2024

Driving Revenue As explained by Contact Center Pipeline , effective call center agents can do more than just resolve issues; they can also upsell or cross-sell products and services, contributing to increased revenue. Gathering Valuable Insights Call centers generate a wealth of data and customer feedback.

Contact Center 52

Contact Center Call Center outsourcing contact center solutions 52

Balto

JANUARY 14, 2025

Enhanced Customer Satisfaction Analytics tools improve every touchpoint of the customer journey by leveraging customer feedback: Personalized Interactions : By integrating CRM data with call analytics, agents can access customer histories in real time. Targeted retention offers increased loyalty and reduced churn rates by 22%.

Call Center 52

Call Center Analytics Average Handle Time Big data 52

JustCall

NOVEMBER 25, 2022

In such cases, sales intelligence can pick up cues that can lead to more sales and upselling. The trial period can be carefully monitored and customer feedback is taken into account. Sales intelligence doesn’t just help to create new customers. It is also valuable when it comes to existing ones.

Sales 52

Sales B2B CRM Finance 52

Cincom

JANUARY 24, 2025

Dynamic Adjustments Based on Feedback: Sales teams adapt product suggestions in real-time based on customer feedback, maintaining relevance and improving satisfaction. They can personalize sales interactions by predicting what products customers are likely to prefer, increasing cross-sell and upsell opportunities.

Real estate 40

Real estate CRM Sales Automotive 40

Balto

JANUARY 30, 2025

Real-Time Feedback: Offers immediate coaching insights for agents. Real-time feedback improves agent performance on the spot. Strong focus on compliance for industries like healthcare and finance. Dynamic Campaign Management: Easily customize workflows for retention, upselling, or win-back campaigns.

call center software 52

call center software Call Center Multichannel Coaching 52

Tethr

JUNE 22, 2020

Without listening to our own customers’ feedback, Tethr wouldn’t be the enterprise listening platform it is today. Our customers are the most important factor; their willingness to share feedback with us means they want to use Tethr and make it better.”.

Customer Experience 65

Customer Experience Customer effort Interactive Voice Response Coaching 65

Balto

AUGUST 3, 2022

Create your own user feedback survey. quotes, feedback, etc.) Quotes, feedback, etc.). Upselling and cross-selling were viewed as the least effective skills for garnering revenue — this is a prime coaching opportunity. Cross-Selling and Upselling: How They Differ Yet Work Together. How do you invest in it?

Contact Center 52

Contact Center Interactive Voice Response Surveys Self service 52

JustCall

FEBRUARY 11, 2022

Upselling, and cross selling products and sellers. Skills and qualifications you need to have as a key account manager, include: Diploma/Degree in Sales, Finance, Business Administration or a related field. Overseeing sales performance, identifying gaps and providing feedback for improvement. 5+ years of experience in sales.

Sales 52

Sales B2C B2B call center software 52

SmartKarrot

SEPTEMBER 24, 2021

Gauge customers’ levels of engagement with the company and provide feedback to the other teams regarding product and service improvements. Exceptional at cross-collaborating internally with different teams, such as finance, legal, marketing, support, etc. Apply here: [link].

Finance 19

Finance Upselling Feedback Analytics 19

Voxjar

MARCH 10, 2020

While the objective of most companies is earnings, not all KPI metrics are related directly to a company’s finances. Identify customer issues and/or upsell opportunities. Now, Let’s Look at the Why and How of Setting KPI Metrics for Customer Service. Why Should the Customer Service Team Set KPIs?

Metrics 52

Metrics Customer Service Call Center Customer retention 52

SmartKarrot

MARCH 20, 2023

To track progress qualitatively and using KPIs, organise and conduct business review meetings with customer executives (CFO, CAO, VP of Finance, etc.). creating and carrying out chances for upselling and expansion. Handling the goals for expenses and income (renewal, upsell, and expansion). expansion of brand-new goods.

Upselling 19

Upselling Enterprise Technical Support Finance 19