Cincom

FEBRUARY 21, 2025

This means longer turnaround times as they repeatedly check with engineering, finance, or management for approvals. This results in lost revenue and missed opportunities to upsell or cross-sell. Without proper CPQ training, sales reps may struggle to navigate the system, leading them to fall back on manual workflows.

Sales 40

Sales Gamification Finance Best practices 40

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

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. Increased Sales : Satisfied customers are more likely to buy additional products or services.

Call Center 40

Call Center Customer Experience Brand ambassadors Technical Support 40

Cincom

MARCH 6, 2025

Sales reps can only apply discounts within acceptable limits, while requests beyond a certain level trigger automated approvals from finance or management. This seamless workflow reduces errors, accelerates deal closures, and provides a unified customer view across sales, finance, and operations.

Automotive 40

Automotive Revenue potential CRM Sales 40

ChurnZero

MARCH 24, 2023

It doesn’t make you a cost center, which is the worst when finances are shaky which they are right now. For example, I was at a previous company where we thought we had churn down, and so we pivoted to comping our CSMs on CS-identified upsell. Everyone started looking at the dollars and focusing on these upsells.

Upselling 98

Upselling Metrics SaaS Sales 98

ChurnZero

MARCH 24, 2023

It doesn’t make you a cost center, which is the worst when finances are shaky which they are right now. For example, I was at a previous company where we thought we had churn down, and so we pivoted to comping our CSMs on CS-identified upsell. Everyone started looking at the dollars and focusing on these upsells.

Upselling 97

Upselling Metrics SaaS Sales 97

Expivia

NOVEMBER 30, 2021

Customer service centers need to upsell and cross-sell. The finance guys need the sales numbers to be X. No matter what type of call center you operate, you’ll need to manage sales. Outbound centers need to sell. Even customer support is a sale in a way, a sale on continued business. . The Problem Most Call Centers Sales Teams Face.

Call Center 98

Call Center Sales Scripts Outbound sales 98

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.

B2B 40

B2B Sales CRM Finance 40

ChurnZero

AUGUST 14, 2020

Track free-trial users for upsell opportunities to convert to paid users. Build an automated playbook around a segment of product webinar attendees who are qualified candidates for related upsell opportunities. Who owns it? What are the benefits of integrating with Customer Success software? Example: GoToWebinar. . Knowledge is power.

CRM 87

CRM Finance Upselling Accountability 87

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. Their goal is to expand their service.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

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. A customer journey map charts the stages your customer progresses through during the course of their relationship with you.

B2C 118

B2C B2B Journey mapping SaaS 118

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

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

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.

SaaS 64

SaaS Finance Benchmark Upselling 64

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

Comm100

NOVEMBER 2, 2020

Industry: Banking and finance. 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. . They can reach out and offer an upsell or a cross-sell. Let’s explore the top 6 chatbot examples of 2020.

Chatbots 72

Chatbots Customer Service Banking Healthcare 72

Talkdesk

MARCH 4, 2021

When I was preparing to move from one country to another, I wanted to put all my finances in the right order: close some bank accounts I haven’t been using, ask for bank statements, etc. But, it can also be an obstacle to increasing profitability because there are fewer chances to upsell.

Customer Experience 94

Customer Experience Banking Contact center software Contact Center 94

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. 8-9am COFFEE.

Management 84

Management Finance Enterprise Accountability 84

ChurnZero

JUNE 15, 2023

Additionally, CSMs can create a segment of “customers who consistently use Feature A” and enter that segment into an upsell campaign for a related add-on. Customers will automatically be removed from the campaign once they take the desired action of using the feature. Data is for display purposes only CRMs act as a point of reference.

CRM 96

CRM Sales Accountability Analytics 96

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. Product: Product time-to-value.

Finance 49

Finance Upselling SaaS Metrics 49

Cincom

FEBRUARY 22, 2021

Increase upsell and cross-sell opportunities. The solution is integrated with Microsoft F&O (Finance and Operations) and leverages Microsoft Power Platform. Reduce errors in quotes. Increase sales dollars per quote, and quote volume. Produce higher margins. Who should attend: Microsoft Dynamics Users in the Manufacturing Industry.

CRM 52

CRM Finance Upselling SaaS 52

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

ChurnZero

OCTOBER 1, 2022

The Q&A portion of the webinar dug into CSQLs deeper—covering the ideal time to roll out a CSQL model and the biggest pitfalls of its implementation—while also delving into whether CSMs should close upsells, and how to assign CSM books when they own expansion. Q: Should CSM roles close upsell deals? I have worked it as a CSM.

B2C 97

B2C Upselling B2B Accountability 97

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.). Different visions for customer experience at different locations of your company presents a variety of problems. Consistency is the key.

Customer Experience 69

Customer Experience Customer centricity Morale Finance 69

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

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. This is where company management processes come in. Financial Processes. Human Resources Processes.

Management 52

Management Finance Upselling Accountability 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

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 tell me that we have this awesome land-and-expand model, we go in with a really low price, and then we have a dedicated expansion team that does these upsells, and I say, “Wow, what an amazing story.

SaaS 98

SaaS Metrics Surveys Enterprise 98

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

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. Create upselling and cross-selling opportunities. Artificial intelligence is transforming business practices across many industries.

Contact center software 48

Contact center software Chatbots Upselling Entertainment 48

SmartKarrot

DECEMBER 2, 2022

It is money earned after the original purchase and obtained through upselling, cross-selling , and renewals to your current clientele. Upselling is a sales strategy used to convince clients to buy a more costly, upgraded, or premium variant of the selected product/ service or other add-ons to close a larger deal. Cross-sell.

Upselling 21

Upselling Management SaaS Benchmark 21

CSM Practice

SEPTEMBER 18, 2020

Expansion Manager – reports to Sales, mostly focused on growth, and plays an active role in the renewal as needed, harvesting opportunities for Upsell and Cross-Sell. Technology – make sure to involve your finance team, systems team, operational team, so you can then put everything you learned to something you can execute.

Upselling 52

Upselling Finance Customer centricity Coaching 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. Consideration #3: Engagement tracking and input across the entire organization.

SaaS 52

SaaS Finance Benchmark Upselling 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

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

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. This type of commission often means that Customer Success Managers’ KPIs are linked to renewals, upsells, and cross-sells.

Upselling 77

Upselling Sales Finance Analytics 77

Quiq

APRIL 11, 2023

Rising Customer Expectations Today’s customers expect personalized experiences across all industries, from retail and hospitality to finance and healthcare. Increased Revenue By providing personalized CX, businesses can also increase revenue by creating more opportunities for cross-selling and upselling.

Personalization 52

Personalization Healthcare Finance Best practices 52