ChurnZero

NOVEMBER 26, 2024

These might include providing product feedback or internal collaboration. 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. Required application materials (resume, cover letter, etc.).

SaaS 52

SaaS Upselling Enterprise industry standards 52

ChurnZero

DECEMBER 17, 2021

In the SaaS industry, Customer Success upsell and cross-sell opportunities are commonly incorporated into expansion management. Don’t nudge customers toward a cross-sell or upsell when they’ve only just finished their onboarding process. Any Customer Success upsell or cross-sell offer must be timed perfectly.

Management 98

Management Upselling SaaS Education 98

Lumoa

AUGUST 8, 2023

Unlocking the power of VoC feedback is vital to the success of any business. This article offers a comprehensive guide on how to analyze survey results efficiently, covering everything from the basics to advanced techniques, and provides actionable solutions to common challenges in customer feedback analysis faced by businesses today.

Surveys 78

Surveys Feedback Banking Best practices 78

ChurnZero

MARCH 7, 2025

At ZERO-IN 2024, Higher Locic ‘s Heather Wendt gave an excellent presentation on the steps of building a community and amplifying its networking effects and business impact. 3: Customer marketing: A community helps identify champions, supports upsell/cross-sell opportunities, and provides feedback for your product roadmap.

SaaS 52

SaaS Gamification B2B Metrics 52

CSM Magazine

MARCH 24, 2025

Customer training through an LMS optimizes onboarding, lessens employee turnover (increases retention), and presents several opportunities for upselling. This can provide evidence that a particular employee can adequately understand your workplace compliance training materials and offer you feedback on the course.

Upselling 52

Upselling Education Feedback Management 52

CSM Magazine

FEBRUARY 5, 2025

Predictive Analytics and Sentiment Analysis AI algorithms analyze customer behavior , feedback, and conversations to understand sentiment and predict future needs. Agents get real-time prompts, such as upselling opportunities or techniques to calm frustrated callers. Tech-human Hybrid: Are You Ready?

Contact Center 52

Contact Center Chatbots Analytics Airlines 52

TechSee

MARCH 21, 2024

However, the installation process for fiber optic services, particularly for residential customers, often presents significant challenges. Integrated AI and AR: Advanced AI and Augmented Reality (AR) technology guide customer and confirm successful steps in real-time, providing immediate feedback to customers.

Self service 124

Self service Upselling APIs Contact Center 124

ChurnZero

SEPTEMBER 14, 2021

If your customer can benefit from a product upgrade or feature upsell, then it’s your duty to make your customer aware of the opportunity. You do your customer a disservice by using your fear of selling as an excuse to not present them with solutions that would benefit them. . Should Customer Success own the renewal and/or upsell?

Sales 94

Sales Upselling Morale SaaS 94

TechSee

SEPTEMBER 24, 2019

While these connections can deepen the customer experience through provide opportunities for building relationships, they also present risks. If Customer Service has not yet resolved a customer’s issue, a planned upsell should be delayed. If Sam was a VIP once, he should be a VIP next time too.

Customer Experience 150

Customer Experience Self service Banking Analytics 150

Totango

SEPTEMBER 20, 2022

Offering customized upsells geared toward customer needs and product usage patterns. Higher retention creates more opportunities for upsells and referrals, increasing revenue. Likewise, better customer outcomes promote more sales from customer renewals, upsells, and referrals. Customer Enablement vs. Sales Enablement.

B2B 88

B2B SaaS Education Brand ambassadors 88

Amity

FEBRUARY 26, 2018

Knowing these limitations can present opportunities for future improvements, which could lead to a better product, and ultimately happier customers. The fixed price serves as the baseline and the flexible components allow for other revenue channels like upselling. Review customer feedback. Know your pricing.

Upselling 84

Upselling SaaS Feedback Sales 84

Totango

AUGUST 13, 2024

At Totango + Catalyst, we made a strategic decision to challenge the script on revenue priorities, empowering customer success managers (CSMs)—those mostly intimately aware of customer needs and goals—to own core renewals, expansions, and upsells. Leverage front-line insights : Create the space for individual contributors to provide feedback.

Management 101

Management Best practices Consulting Consulting 101

Totango

MARCH 10, 2020

Prioritize Escalations and Cherish Feedback. Prioritize Escalations and Cherish Feedback. Direct Voice of Customer information usually arrives in two forms; in response to feedback requests and through escalations. To do that, we can use these 5 customer experience tips: Turn Customer Hopes into Personal Goals.

Customer Experience 93

Customer Experience Upselling Feedback SaaS 93

ProProfs Blog

JANUARY 17, 2020

And that’s where your brand needs to be present. . You need to present content that helps your customers get answers to their questions. Close this stage by requesting feedback which you can subsequently use as qualification and purchase steps parameter for future customers to complete. Make sure you do not pitch sales.

SaaS 161

SaaS Sales Marketing Upselling 161

TechSee

MARCH 21, 2024

However, the installation process for fiber optic services, particularly for residential customers, often presents significant challenges. Integrated AI and AR: Advanced AI and Augmented Reality (AR) technology guide customer and confirm successful steps in real-time, providing immediate feedback to customers.

Self service 109

Self service Upselling APIs Contact Center 109

Totango

OCTOBER 20, 2022

CSMs act as the voice of the customer bringing user experience feedback to the product team. Customer success managers are critical at SaaS companies, where they help deliver results that promote subscription renewals and upsells. CSM role duties may vary by company. What Makes a Good Customer Success Manager? Problem-Solving.

Management 97

Management Upselling Coaching Best practices 97

Totango

JUNE 24, 2022

The software service industry presents unique challenges for customer success management while also creating unique opportunities that call for specific strategies. On the other hand, when data reflects high customer satisfaction, CS teams can extend upsell offers or referral invitations. Onboarding of new customers.

Best practices 109

Best practices SaaS Journey mapping B2C 109

Totango

DECEMBER 3, 2021

Customer health is a consolidation of all the information that a company has about its customers, from all probes, people, and systems, past and present. Customer Satisfaction: What feedback are you receiving from customers in the form of CSAT, NPS, CSM sentiment, and satisfaction scores?

Metrics 99

Metrics Accountability Upselling Enterprise 99

Real Blue Sky

NOVEMBER 21, 2023

By implementing robust feedback mechanisms, you can gain insights into why customers might be leaving. Is it a product issue, a service mishap, or something more systemic? It’s about being agile enough to adapt strategies based on performance data and market feedback.

Employee engagement 105

Employee engagement outsourcing Upselling Customer retention 105

Totango

OCTOBER 6, 2020

To help further your understanding of these important differences, this article will breakdown the customer success vs. customer support dynamic and outline how prioritizing a proactive approach towards client relations can empower you to prevent churn, create value, increase the likelihood of renewal, and encourage upsells/cross-sells.

Customer Support 112

Customer Support Customer advocacy Construction Enterprise 112

Cincom

FEBRUARY 21, 2025

This results in lost revenue and missed opportunities to upsell or cross-sell. Additionally, a sales team that isnt proficient with CPQ may fail to present the full value of their offerings, reducing their chances of closing deals. 4- Frustrated Customers and Lost Deals Customers expect fast, accurate, and transparent quotes.

Sales 40

Sales Gamification Finance Best practices 40

Totango

JULY 25, 2019

The relationship between customer success and sales is that of a positive feedback loop that yields more and more value as time goes on. Salespeople should not seek to just force a one-time sale; rather, think about helping the customer achieve their long-term goals and present the product as a resource they could use daily.

Sales 80

Sales Upselling Customer centricity Best practices 80

TeleDirect

MARCH 12, 2018

Outsourced customer communication – outbound messaging, reservation services, lead response management, and typical call center activities – presents unique challenges. TeleDirect’s outbound call center services are crucial for customer retention, telesales & upselling, surveys, feedback and more! Communication.

Real estate 94

Real estate outsourcing Call Center Business Process Outsourcing 94

CSM Practice

DECEMBER 8, 2019

Revealing opportunities for cross-sells and upsells. If a product feature or functionality is among the top 10 reasons, present the report of at-risk revenue to the product team and encourage them to make appropriate changes. Feedback-Driven Churn Analysis. Predicting at-risk customers. Identifying competitive threats.

SaaS 88

SaaS Customer retention Accountability Feedback 88

CustomerSuccessBox

SEPTEMBER 7, 2021

But it also bought a sea of opportunity for people who could see beyond the present turbulent times. Also, it is important to get their feedback and improve your service. Determine the touchpoints based on the feedback, deliver accordingly, and drive feature usage. And in all these -the common thread- Customer Success.

Journey mapping 96

Journey mapping Engineering SaaS Upselling 96

delighted

JUNE 21, 2024

Ensured data accuracy With ecommerce integrations, there’s no longer a need for manual data entry; you can sync customer data – like purchase information or feedback – across multiple applications without lifting a finger. Take a look at some of the top benefits of ecommerce integrations below.

CRM 77

CRM Surveys Feedback Upselling 77

Amity

MARCH 29, 2016

It starts with great customers – the ones that realize true value from your solution, provide invaluable product feedback and are the most vocal advocates. They are also great at listening, receiving feedback, interpretation, and translation. What’s the secret to great customer success? Who am I communicating to?

Upselling 72

Upselling Feedback Sales Personalization 72

Expivia

MAY 9, 2021

Associates should include some sort of call to action , like a cross-sell or upsell, as well as any necessary disclosures before they close the call. However, how you present your findings on their performance matters. You can’t occasionally put your “QA” hat on and give one-off feedback to your agents. Create a Scorecard.

Call Center 98

Call Center Education call center association Contact Center 98

CustomerSuccessBox

FEBRUARY 14, 2019

The major KPIs of a Customer Success Manager are: Increase Lifetime Value (LTV) of the customers (by upsells, cross sells etc). Source: Maranda Ann Dziekonski’s presentation in the webinar “ How to start a career in Customer Success ”). Proactively provide feedback to the product team. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

Fonolo

FEBRUARY 14, 2019

It’s important to monitor agents who see an increase in calls to management, missed upselling opportunities, and customer complaints, as these agents may be exhibiting signs of burnout. This may initially present itself as impatience, frustration, or mild irritability. Absenteeism and Adherence to Schedule. Emotional Outbursts.

Agent burnout 80

Agent burnout Call Center Gamification Contact Center 80

Amity

SEPTEMBER 25, 2017

Analyzing feedback and ticket trends is a good way to predict where the customer is heading and keep yourself relevant so they don’t outgrow you. We’ve managed to do so successfully but it always presents a real challenge. We regularly look at CSAT, NPS, retention, upsells, health score, and churn.

B2C 0

B2C SaaS B2B Accountability 0

ProProfs Blog

DECEMBER 21, 2020

Stable customer base results in higher referrals, improved upsell revenue and increased lifetime value (LTV) which further results in improved customer acquisition in future. Post-chat survey feedback. With post-chat survey feedback , you can understand customer mindset and what factors lead them to switch from your brand.

Surveys 148

Surveys Benchmark Feedback Sales 148

ChurnZero

JUNE 18, 2024

You should, because upsell and cross-sell are key drivers of the sustainable growth your company needs, and yet only 43% of CS teams do. Train your CSMs to: Actively seek feedback from the same stakeholders and others, which can turn everyday users into advocates within a customer’s organization. What are their upcoming projects?

Upselling 59

Upselling Coaching Education Feedback 59

ChurnZero

JUNE 15, 2023

Data can be collected through various methods including user analytics, surveys, and customer feedback. Find power users and nurture them into advocates—which are one of your best sources for gathering reliable and meaningful product feedback. What advantages do Customer Success teams gain from using product usage data?

Accountability 96

Accountability Upselling Analytics Metrics 96

Hodusoft

AUGUST 9, 2021

Online retailers have sniffed the opportunity that social media presents, with many sprucing up their social media pages and opening up to the concept of social commerce. Customers view the brands favorably which has an ear on the ground, listens to the feedback, iterates, and excels in customer experience. . Reporting and analytics.

Social media contact 105

Social media contact Contact center software Contact Center Interactive Voice Response 105

Kayako

SEPTEMBER 15, 2016

Upsell – check! Give feedback on their work. Using regular feedback sessions within your team is an excellent way to tackle customer service job burnout. Learn to communicate product feedback to your engineering team, and help make your product better with valuable customer feedback.

Customer Support 81

Customer Support Feedback Best practices Self service 81

Amity

JANUARY 27, 2016

• The Link Between Customer Success, Retention, and Upsells. Satisfied customers will have a positive impact on your bottom line because creating brand advocates leads to renewals and upsell opportunities. Expanding revenue from existing customers leads us to the topic of upsells. Before Closing a Deal.

Upselling 57

Upselling SaaS Best practices Sales 57