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

Blueship Call Center

JANUARY 27, 2025

Personalized Interactions : Tailoring responses to meet individual customer needs. Upselling and Cross-Selling : Happy customers are more receptive to additional offerings. CRM Systems : Customer Relationship Management tools help agents access customer information quickly, enabling personalized interactions.

Call Center 40

Call Center Customer Experience Brand ambassadors Technical Support 40

CSM Magazine

DECEMBER 13, 2024

As Artificial Intelligence assistants start integrating with customer service, the art will continue to evolve from reactive to proactive, personalized engagement. Anticipating Customer Needs with AI Assistants The whole point of proactive customer service is to personalize it.

Personalization 52

Personalization Customer Service Healthcare Construction 52

Totango

MARCH 16, 2021

A full journey map covers all stages from lead acquisition through subscription renewals, upsells, and referrals, although some maps abbreviate this to focus on the post-sales part of the process. Make sure the steps in your journey map are applicable to large enterprises with multi-person teams.

B2C 118

B2C B2B Journey mapping SaaS 118

Cincom

MARCH 6, 2025

The Multi-Channel Pricing Puzzle Each sales channel operates with different cost structures, customer expectations, and levels of price control: Direct Sales: Often involves personalized pricing based on customer negotiations, contract terms, and volume discounts.

Automotive 40

Automotive Revenue potential CRM Sales 40

ChurnZero

NOVEMBER 4, 2022

You’re not going to say that person’s fantastic because they do good work, they put in long hours, and there’s a lot of face time,” says You Mon. 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

Comm100

NOVEMBER 2, 2020

Industry: Banking and finance. The bot can even provide personalized service to the bank’s clients. It can help answer questions to simplify the onboarding process, get acquainted with your platform – and offer upsells and cross-sells when a customer is most likely to convert. . A Chatbot to Help Mortgage Applications .

Chatbots 84

Chatbots Customer Service Banking Healthcare 84

Nicereply

JUNE 20, 2023

With Customer Experience talent, communication style, and ability to upsell/renew without being or seeming “salesy” are also skills we tend to look for. In many cases, the big company person is ill-prepared for the work that needs to be done in a start-up or scale-up. finance, construction, healthcare).

Customer Experience 86

Customer Experience SaaS Construction Morale 86

Cincom

MARCH 20, 2025

5- Inefficient Collaboration Between Sales, Finance, and Operations B2B sales dont happen in isolationeach deal requires input from multiple departments. Sales teams need accurate pricing from finance, product availability from operations, and approval from leadership. More deals closed in less time.

B2B 40

B2B Sales CRM Finance 40

Lumoa

FEBRUARY 9, 2023

upselling to the most loyal customers) Process changes (e.g. upselling to the most loyal customers) Process changes (e.g. According to Finance Digest , 95% of customer interactions will be managed with AI by 2025. We’re moving towards a personalized omnichannel experience in B2B customer journeys. Learn from the best.

Customer Experience 167

Customer Experience B2C Journey mapping B2B 167

ClientSuccess

MARCH 5, 2020

From keeping running meeting notes and managing outstanding tasks to forecasting upsell potential and tracking revenue changes, your customer success platform should become your team’s single source of truth for all things customer success. You can get started by scheduling your personal consultation here. .

SaaS 64

SaaS Finance Benchmark Upselling 64

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

Cincom

APRIL 15, 2025

CXM enables businesses to deliver hyper-personalized, context-aware experiences at scale by leveraging data-driven insights and predictive modeling. It integrates real-time analytics, automation, and predictive modeling to deliver hyper-personalized engagement at scale. Technology Stack Relational databases, rule-based automation.

Customer Experience 40

Customer Experience Management Chatbots CRM 40

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. Our goal is to schedule three in-person meetings each month.

Management 84

Management Finance Enterprise Accountability 84

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. I personally love the Pro plan of Helpwise. Finance Management. Communication.

Finance 59

Finance CRM Accountability Sales 59

ChurnZero

MARCH 18, 2022

A [Dave]: I personally think it’s misleading. A [Dave]: I would note in the footnotes that some people have opt outs, but personally they were not available to renew. My first answer is – just as a business finance-oriented person and former CEO – I like the notion of each CSM having their own MRR.

SaaS 98

SaaS Metrics Surveys Enterprise 98

ClientSuccess

JULY 1, 2019

If there is one thing customer success professionals know, it’s that ensuring customer satisfaction with a product or solution requires the attention and resources of far more than a single person. Marketing: Marketing influenced renewal or upsell dollars. Finance: Net Promoter Score (NPS) of contract and legal process.

Finance 49

Finance Upselling SaaS Metrics 49

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. You of course would rather buy from your CS person.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

VocalCom

JULY 16, 2018

From retail to finance to entertainment, the technology can be used to target key customers with great accuracy—suggesting the right products and services to exactly the right people at optimal times. Based on his behavior, a shoe manufacturer may target this person with a Facebook ad that meets his needs.

Contact center software 48

Contact center software Chatbots Upselling Entertainment 48

ClientSuccess

SEPTEMBER 27, 2018

Instead of simply passing new customers off to a Customer Success Manager (CSM) to deal with after a sale is completed, organizations are realizing the benefits of having a strong customer-focused strategy in every department , from sales and marketing to finance and product. Streamlining and Focusing Collaboration and Communication Efforts.

SaaS 74

SaaS Finance Metrics Upselling 74

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. Besides being a hard worker, there are specific personality traits that indicate whether or not you will be fulfilled in this role. How to Nail Your Customer Success Interview.

Upselling 77

Upselling Sales Finance Analytics 77

ClientSuccess

DECEMBER 10, 2019

While customer success programs tend to focus more and more on the business aspects of customers (onboarding, training, ongoing success, upsells, cross-sells, etc.), Experiences happen at every single customer touchpoint, starting with sales and marketing through onboarding and training and even to finance and accounting.

Customer Experience 52

Customer Experience Finance Upselling SaaS 52

ClientSuccess

DECEMBER 10, 2019

While customer success programs tend to focus more and more on the business aspects of customers (onboarding, training, ongoing success, upsells, cross-sells, etc.), Experiences happen at every single customer touchpoint, starting with sales and marketing through onboarding and training and even to finance and accounting.

Customer Experience 52

Customer Experience Finance Upselling SaaS 52

ClientSuccess

MARCH 5, 2020

From keeping running meeting notes and managing outstanding tasks to forecasting upsell potential and tracking revenue changes, your customer success platform should become your team’s single source of truth for all things customer success. You can get started by scheduling your personal consultation here. .

SaaS 52

SaaS Finance Benchmark Upselling 52

Totango

NOVEMBER 19, 2019

In this customer-centered economy , you need to provide customers with a responsive, personalized service that is focused on their needs. Enterprises invest time and money delivering value to customers, and ROI returns often come in the form of recurring revenue from renewals and upsells. Personalized customer engagements.

Best practices 64

Best practices Customer centricity Enterprise Finance 64

NobelBiz

JULY 25, 2023

Discover the transformative potential of data-driven decision-making and personalized interactions that cultivate lasting relationships with customers. Personalized Interactions: With historical data at their fingertips, agents can reference past interactions, making customers feel valued and understood.

Analytics 98

Analytics Call Center Contact center software Scripts 98

VocalCom

APRIL 9, 2018

While artificial intelligence helps brands deliver personalized customer experiences, the technology also offers another major benefit: proactive customer service. Then, use the technology to offer customers personalized recommendations based on their purchase history. Make self-service more efficient.

Customer Service 48

Customer Service Self service Contact center software Chatbots 48

ChurnZero

NOVEMBER 18, 2022

If you don’t know what those numbers are or how to get them, ask your CFO or ask your friends in finance how they’re measuring you. We can’t upsell, cross-sell, expand, touch our customers if we don’t have outstanding Customer Success operations running. What’s it costing you to run the operation?

Finance 98

Finance Education Sales Accountability 98

JustCall

FEBRUARY 28, 2020

Achieving the set financial client targets- The Account Manager takes count of all revenues generated, including upsells or cross-sells. Keep an account of sales among client accounts, including upselling and cross-selling. Handling Finances: Good budgeting skills and the ability to handle finances. Digital knowledge.

Accountability 52

Accountability Management Finance Upselling 52

SharpenCX

MAY 16, 2022

Remember: a staggering 97% of consumers reject or ignore phone calls from a business or a person they don’t know. 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.

Contact Center 67

Contact Center Scripts Call Center call center software 67

TeleDirect

DECEMBER 14, 2023

There was a time when outbound call centers consisted of a person calling phone number after phone number in search of that one lead. Sales savvy, they are skilled at instilling interest, upselling and closing the deal or scheduling an appointment, depending on your company’s preferences.

Telemarketing 62

Telemarketing Business Process Outsourcing Call Center Best practices 62

CustomerSuccessBox

JULY 9, 2021

Never miss a touchpoint with customer success automation for any lifecycle event, be it renewal, upsell or an executive business review. Customer Journeys at CustomerSuccessBox. They helps you automate repeatable lifecycle activities. With automated engagement, you can guide new accounts through their lifecycle. Don’t ever miss a Touchpoint.

SaaS 59

SaaS Journey mapping B2C B2B 59

Interaction Metrics

APRIL 17, 2025

Best For Enterprise teams (especially in finance or hospitality) that need visibility into the full customer journey and fast insights from multiple touchpoints. Features & Usability CustomerGauge uses Account Experience to tie CX data to upsells, referrals, and churn reduction. vs. Qualtrics 8.7).

Surveys 48

Surveys Enterprise B2B Analytics 48

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. Conversion rates hike as well.

Education 84

Education CRM Sales Upselling 84

Babelforce

APRIL 21, 2021

90% of customers say that a personalized experience is important. You can help agents give personal service by using automated data retrieval to provide them with relevant customer information before they pick up the phone. You can also use it to: Help your agents spot sales and upsell opportunities. 3 Automate data retrieval.

Call Center 52

Call Center Contact Center Interactive Voice Response CRM 52

Totango

NOVEMBER 19, 2019

In this customer-centered economy , you need to provide customers with a responsive, personalized service that is focused on their needs. Enterprises invest time and money delivering value to customers, and ROI returns often come in the form of recurring revenue from renewals and upsells. Personalized customer engagements.

Best practices 48

Best practices Customer centricity Enterprise Finance 48

CSM Practice

JULY 24, 2019

You could also personalize the onboarding process to identify and meet unique customer needs. · Customer Support. Sales – The CSM can identify expansion, cross-sells, upsells or renewal opportunities that customers might be interested in while assisting them to close more deals.

Customer centricity 45

Customer centricity Feedback Finance Upselling 45