CSM Magazine

JULY 27, 2020

Despite the obvious importance of customer service to financial firms, too many companies focus solely on front-line departments such as sales, marketing and dedicated service agents.

Finance 52

Finance Customer Service Banking CRM 52

ChurnZero

MARCH 24, 2025

A CRM is a great tool for sales operations, but it falls short for customer success needs. Built to support a linear sales process, a CRM doesnt support a dynamic customer journey in which onboarding, product adoption, and the renewal process fluctuate. Upsell opportunities. 1: You notice your CRM holding your team back.

Technology 52

Technology CRM Engineering Finance 52

Cincom

MARCH 6, 2025

The contemporary competitive market poses a formidable challenge to maintain profitability across multiple sales channels. By integrating these intelligent capabilities, CPQ doesnt just streamline pricingit ensures that every sales interaction is a strategic move toward higher revenue, improved customer satisfaction , and long-term growth.

Automotive 40

Automotive Revenue potential CRM Sales 40

Back Office Centers

DECEMBER 4, 2023

One of the most crucial aspects of Internet sales is order processing, which may have a significant negative effect on your company if done incorrectly. Outsourced call centre services for receiving orders are essentially designed to maximize upselling for your product line.

outsourcing 67

outsourcing Sales Transportation Finance 67

Cincom

MARCH 20, 2025

Introduction Meet John, a sales manager at a manufacturing company that produces customized industrial generators. In the era where speed and accuracy are the two critical components of success, businesses leveraging CPQ software not only accelerates their sales cycles but also enhances customer satisfaction and drive revenue growth.

B2B 40

B2B Sales CRM Finance 40

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. B2C marketing and sales may aim at the general consumer, while B2B may be more industry-specific and customized.

B2C 118

B2C B2B Journey mapping SaaS 118

ChurnZero

AUGUST 14, 2020

Its workstreams rely upon inputs such as sale’s manual data entry and gut instincts. Since buyers typically follow a uniform purchasing journey, CRMs are ideal for managing a sales pipeline. (If If you think a CRM is suitable for post-sale customer management, you’re wrong and here’s why.). Sales or Sales Operations.

CRM 87

CRM Finance Upselling Accountability 87

Blueship Call Center

JANUARY 27, 2025

Increased Sales : Satisfied customers are more likely to buy additional products or services. Upselling and Cross-Selling : Happy customers are more receptive to additional offerings. Banking and Finance The banking and finance sector relies on inbound call centers for customer support, fraud prevention, and account management.

Call Center 40

Call Center Customer Experience Brand ambassadors Technical Support 40

Comm100

NOVEMBER 2, 2020

Industry: Banking and finance. Instead of letting prospects bounce off a landing page before asking that one important question on their mind, your AI customer service bot can step in and provide instant answers, book an appointment with your sales team, or help customers make a payment right there and then. Industry: Ecommerce.

Chatbots 84

Chatbots Customer Service Banking Healthcare 84

ChurnZero

NOVEMBER 4, 2022

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. We know that instinctively, and by doing the renewal, the upsell, the cross-sell, we’re actually adding a lot more value to the customer.

SaaS 98

SaaS Customer centricity Finance Best practices 98

JustCall

FEBRUARY 11, 2022

Bagging a sales job is like closing a sales deal. Good news is you can master both getting a sales jobs and making sales pitches. So, if you’re eyeing a new sales role, you’ve come to the right place. In this guide, you’ll learn everything about how to land a high-value sales job.

Sales 52

Sales B2C B2B call center software 52

CustomerSuccessBox

MARCH 14, 2022

Closing a SaaS sales deal could take a hefty time depending upon a lot of factors. The Post Sales Process’. Post-Sales refers to a collection of processes that you need to perform after a customer purchases your service. While all of these activities could be performed using a Post-sales CRM.

CRM 52

CRM SaaS Sales Journey mapping 52

JustCall

NOVEMBER 25, 2022

The Power of Sales Intelligence. Many successful companies have acted on sales intelligence for a while now. With sales intelligence, you start by gathering relevant data about prospective customers from many sources. Most sales intelligence software can be integrated with CRM. Spotting Sales Intelligence Buying Signals.

Sales 52

Sales B2B CRM Finance 52

JustCall

NOVEMBER 24, 2022

The Intelligent Way to Use Sales Intelligence. What is Sales Intelligence? The ability to score more sales is a valuable skill. Often, this journey involves spotting qualified leads, building relationships, identifying stages of the sales funnel, and finally, closing the deal. That is where sales intelligence comes in.

Sales 52

Sales Marketing B2B CRM 52

Pointillist

SEPTEMBER 10, 2020

They orchestrate actions that help the customer achieve their overall goal (activating their new device) instead of annoying them by myopically pursuing the marketer’s goal on a particular web page (completing another upsell). As with campaign automation, RTIM often falls short for the customer. Unfortunately, many enterprises under deliver.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

ClientSuccess

MARCH 5, 2020

More and more companies are looking to customer success teams to help guide their overarching business strategy (even in sales, marketing, and product) and to help manage and cultivate long-term account growth. Customer success is one of the most important – and fastest-growing – factors of today’s SaaS business models.

SaaS 64

SaaS Finance Benchmark Upselling 64

Cincom

FEBRUARY 25, 2025

In 2025, sales cycles are more challenging than ever. Breaking Down the CPQ Process Flow: Step-by-Step Guide CPQ software streamlines sales by automating product selection, pricing, and quote generation. This prevents sales reps from offering incompatible options, incorrect specifications, or unavailable features.

Sales 40

Sales CRM Upselling Best practices 40

Cincom

FEBRUARY 22, 2021

Increase sales dollars per quote, and quote volume. Increase upsell and cross-sell opportunities. Chris Moffett | Head of Sales & Market Development for Purely CRM in Vancouver, BC. Robert Kavanagh | Canadian Head of Sales, Cincom Systems. Reduce errors in quotes. Produce higher margins. Date: February 23, 2021.

CRM 52

CRM Finance Upselling SaaS 52

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. Helpwise is a Shared Inbox tool for your team email accounts like help@, sales@, jobs@.

Finance 59

Finance CRM Accountability Sales 59

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. Some teams are responsible for onboarding and training.

Management 84

Management Finance Enterprise Accountability 84

Cincom

APRIL 15, 2025

Core Functionality Stores customer records and manages sales pipelines. Benefits for Sales Teams: Overcoming Data Silos & Driving Smarter Selling Sales teams often operate with limited visibility into customer intent, relying on historical CRM data that fails to capture real-time behavioral trends.

Customer Experience 40

Customer Experience Management Chatbots CRM 40

CSM Magazine

MARCH 3, 2020

The finance department in an organization can look at how Customer Service Managers are utilizing their time and the collections they are driving. For overdue bills, the finance department knows the right time to call them if they are having any issue with their customer health.

Finance 52

Finance Upselling Sales Feedback 52

JustCall

FEBRUARY 28, 2020

The pivotal roles of an Account Manager are managing project briefs and client budgets, attaining sales quotas, building strategies for strong customer relationships, and several administrative functions. As an interface between the Customer Service and the Sales team, they work with the Sales Executive and the Account Executive.

Accountability 52

Accountability Management Finance Upselling 52

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

Nicereply

JUNE 20, 2023

The SaaS model has blurred the lines between marketing, sales, conversion, on-boarding, training, support,and retention. With Customer Experience talent, communication style, and ability to upsell/renew without being or seeming “salesy” are also skills we tend to look for. finance, construction, healthcare).

Customer Experience 86

Customer Experience SaaS Construction Morale 86

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.

SaaS 74

SaaS Finance Metrics Upselling 74

Cincom

FEBRUARY 17, 2025

Are you losing valuable time in endless sales cycles, wondering if theres a faster way to get quotes to your prospects? Picture this: A sales rep spends hours configuring a complex product, cross-checking prices, and waiting for approvals. Its a frustrating reality for many sales teams. Sales cycles can drag on forever.

Sales 40

Sales Scripts Education Finance 40

ChurnZero

APRIL 27, 2021

million round of financing led by Grotech Ventures in 2017. Other signs of explosive growth potential at this early stage are a highly efficient sales motion, though this is most often still a work in progress at this stage. Interest from channel partners and sales via channel partners can be another meaningful indicator. .

SaaS 98

SaaS Metrics Sales Marketing 98

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. Here are five ways in which AI can be used to drive targeted customer engagement and sales for your business.

Contact center software 48

Contact center software Chatbots Upselling Entertainment 48

ClientSuccess

JULY 1, 2019

While a CSM may be ultimately responsible for retaining and growing his or her accounts, most organizations are on a mission to serve the end customer, and therefore every department – from Finance to HR to Marketing to Product Development – should hold responsibility to some degree for customer success. Services: Customer Effort Score (CES).

Finance 49

Finance Upselling SaaS Metrics 49

NobelBiz

JULY 25, 2023

According to CMSWIRE – “ Call center analytics can help companies make the changes needed to be successful, respond to customers’ needs, improve customer satisfaction, and grow sales”. Keyword Spotting: Identifies recurrent words or phrases that might indicate common issues, product mentions, or potential sales opportunities.

Analytics 98

Analytics Call Center Contact center software Scripts 98

ChurnZero

MARCH 22, 2019

So, LTV (lifetime value) and CAC (customer acquisition cost) increase quite a bit, your profit margin increases, and you can then reinvest all those dollars back into sales and other growth initiatives that are compounding. So, the initial sale is very small, and all the sale is upsell. Who would you rather buy from?

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

Amity

FEBRUARY 21, 2018

In short, Customer Success as a business unit is responsible for managing the customer after the initial sale. This is the never-ending mission of CSMs, managing accounts from onboarding, through adoption, to renewal or upselling/cross-selling, and repeat. From Marketing/Sales. From Success.

Upselling 77

Upselling Sales Finance Analytics 77

ChurnZero

MARCH 18, 2022

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. If you’re spending a ton of money to get a customer – you’re enterprise sales, you have expensive sales reps, or a long sales cycle – that’s a disaster. Is that fair, Dave?

SaaS 98

SaaS Metrics Surveys Enterprise 98

ChurnZero

NOVEMBER 18, 2022

The Q&A portion of the webinar covered topics including how to overcome budget objections, promote CS wins across the organization, secure budget at the same rate as sales, and much more. If sales is bringing in X-amount of MRR a month, look at that headcount, and then look at what you’re managing on your team.

Finance 98

Finance Education Sales Accountability 98

CSM Magazine

JULY 28, 2021

To keep your finances in order, you need to calculate and monitor your business’ spending carefully. This will help you manage expenses and keep track of your finances, minimizing human error and keeping your finances transparent. Sales and Marketing Processes. This is where company management processes come in.

Management 52

Management Finance Upselling Accountability 52

CSM Practice

SEPTEMBER 18, 2020

In this Chat and Learn series, we invited Taylor Johnston, Director for Customer Success at Salesloft, a sales engagement platform that helps sales organizations deliver better sales experience for their customers. Sales/CS experience. How to make sure they are coordinated? Role clarity is absolutely the key.

Upselling 52

Upselling Finance Customer centricity Coaching 52