Totango

MARCH 10, 2020

To do that, we can use these 5 customer experience tips: Turn Customer Hopes into Personal Goals. These tips will help you distill the entire customer journey into easy to manage, easy to accomplish daily goals and actions. . From Customer Experience Tips to Customer Growth. Anticipate in Order to Add Extra Value.

Customer Experience 93

Customer Experience Upselling Feedback SaaS 93

ShepHyken

NOVEMBER 20, 2017

Stats and facts prove that a personalized experience allows you to upsell, cross-sell and create customer loyalty. Editor Guided Selling) We reached out to 23 customer experience experts and asked them two key questions: 1) What is your #1 tip for prioritizing CX initiatives? My Comment : How do you measure success?

Customer Service 96

Customer Service Personalization Upselling Self service 96

ShepHyken

MARCH 5, 2023

There are plenty of ideas, tips, strategies, and comments about customer service and experience for all types of businesses in any industry. Loyalty programs, incentives for larger orders, cross-sells, upsells, and more are included. The author breaks these metrics into four categories. Let me count the ways!

Customer Service 26

Customer Service Metrics Upselling Healthcare 26

ChurnZero

FEBRUARY 4, 2022

Customer Success Metrics that Your Investors and Board Care About. In this article, we share Kristen’s best advice on how you can use metrics to reframe your customer stories, so they’re primed for investor engagement. What metrics do investors care about? What metrics do your investors and board care about?

Metrics 98

Metrics Consulting Consulting Best practices 98

Outsource Consultants

MARCH 29, 2021

Here are five top tips for setting better KPIs and crushing your goals: Call Center Tip #1 — Don’t Choose Too Many KPIs. Call Center Tip #2 — Set Realistic KPIs. Otherwise, you’re fighting for metrics that don’t drive business results for your brand. Call Center Tip #3 — Avoid KPI Cannibalization.

Management 76

Management Calibration Call Center Upselling 76

Totango

MAY 10, 2022

After considering what a customer engagement strategy is and its benefits, we’ll offer ten key tips for keeping enterprise executives and stakeholders engaged. Trials of upsell products. Engaging decision-makers in discussions about performance goals and metrics provides a transparent, objective basis to demonstrate product value.

Journey mapping 81

Journey mapping SaaS Enterprise B2B 81

Totango

FEBRUARY 23, 2023

While net revenue retention (NRR) is a key business metric for many companies, Chris shared that customer success operations can also help you get a closer look at leading indicators to tell whether your team is on track to hit the target. It’s not a set it and forget it metric.” It’s about the customer’s outcome.”

Metrics 89

Metrics Upselling Accountability Enterprise 89

ChurnZero

MARCH 7, 2025

3: Customer marketing: A community helps identify champions, supports upsell/cross-sell opportunities, and provides feedback for your product roadmap. 3: Catalog your content needs: Focus on self-service content, product information, FAQs, roadmaps, best practices, tips and tricks, and industry news.

SaaS 52

SaaS Gamification B2B Metrics 52

Totango

MAY 6, 2022

We’ll define customer health score, what metrics go into it, and what it tells you about customer accounts. ” The customer health score simplifies data from multiple data points by combining them into a single metric represented by a numeric score. Common Customer Health Metrics. What Is Customer Health Score?

Best practices 124

Best practices Upselling Journey mapping Metrics 124

Totango

AUGUST 12, 2020

5 Tips to Maximize the Customer Onboarding Experience. As customer lifetime value is now spread out over years of renewals and upsells, customer retention and customer success efforts must be seen as a shared value across the enterprise. Get the Whole Enterprise Involved. Or, get started with best practices for free today.

SaaS 88

SaaS Upselling Enterprise Best practices 88

Totango

SEPTEMBER 13, 2022

Track metrics measuring customer success. Expansion of product usage through upsells. In that case, this might trigger a customer retention workflow to reach out and take corrective action, while a customer with a high satisfaction score might trigger an upsell offer. Plan, analyze, and understand your customer lifecycle.

SaaS 93

SaaS Upselling Best practices Customer retention 93

ChurnZero

JULY 2, 2021

Choosing between Net Revenue Retention (NRR) and Gross Revenue Retention (GRR) as your north-star growth metric isn’t an either-or question. SaaS companies must be cognizant of and weigh the implications brought about by a sole focus on these metrics when assessing the performance of and building strategies for Customer Success.

Customer retention 97

Customer retention Metrics Upselling Chief Customer Officer 97

ChurnZero

MARCH 28, 2025

From my experience of leading both functions, I can offer CROs five valuable tips on how to set their CS team up for success. The metrics were great. Had I not also sat down with the CS team, I would have missed a lot of the factors that allowed us to have that metric. If you only reward upsell, you get short-term thinking.

CRM 52

CRM Sales Metrics Upselling 52

Lumoa

JANUARY 31, 2023

Set a common customer experience metric and target for the organization. Consolidate customer experience insights into one single dashboard and give all the teams access to the same insights about what is driving the metric up or down. The Net Promoter System is a powerful metric for target setting. Eliminate company silos 1.

Customer Experience 165

Customer Experience Customer centricity Metrics Feedback 165

Amity

JANUARY 30, 2018

Tip #1: Customer Success Managers are the window to the customer’s soul. Tip #2: First impressions matter. Tip #3: Write a success plan and stick to it. Tip #4: CSMs aren’t order-takers, we are success planners. Tip #5: CSMs are money makers, do not forget this! Identify win-win situations.

Upselling 69

Upselling Accountability Sales SaaS 69

Fonolo

FEBRUARY 9, 2023

In the world of contact center metrics, service level has always held a special place. This metric is universally understood across the industry, and clearly conveys how quickly customer calls are answered by support agents. Its origins go back over five decades, to the earliest days of call centers.

Service level 142

Service level Call Center Abandon rate Metrics 142

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. Check out these tips from some of ChurnZero’s CS Power Users and learn why ChurnZero and CS teams create a robust combination! . Or perhaps upsell opportunities? Or perhaps upsell opportunities? Blog Author: Alex Weihmann. Jump to: . Daily logins .

Best practices 72

Best practices Upselling Accountability SaaS 72

ClientSuccess

NOVEMBER 2, 2022

Here are some tips that can help your customer success team boost customer retention and reduce churn: 1. Go beyond just conceptualizing this information by tracking detailed metrics and data points to build a holistic picture of customer satisfaction and health. 3 Tips That Can Help! Are NPS scores taking a dip?

Customer retention 70

Customer retention Upselling SaaS Accountability 70

ChurnZero

JANUARY 20, 2021

Clearbit, a B2B tool that personalizes customer interactions, initially focused on top-line revenue as a key metric. That number jumps to 60-70% when you consider selling to your existing customers, according to Market Metrics. This is called upselling. It’s about offering the right upsell at the right time.

SaaS 98

SaaS Upselling B2B Metrics 98

Lumoa

FEBRUARY 20, 2018

Set a common customer experience metric and target for the organization. Consolidate customer experience insights into one single dashboard and give all the teams the access to the same insights about what is driving the metric up or down. The Net Promoter System is a powerful metric for target setting. Why did we choose NPS?

Customer Experience 141

Customer Experience Customer centricity Feedback Metrics 141

ChurnZero

DECEMBER 17, 2021

In the SaaS industry, Customer Success upsell and cross-sell opportunities are commonly incorporated into expansion management. Churn rate is a major metric for SaaS companies to keep an eye on. Don’t nudge customers toward a cross-sell or upsell when they’ve only just finished their onboarding process. Timing is Everything.

Management 98

Management Upselling SaaS Education 98

ShepHyken

DECEMBER 7, 2023

million metric tonnes of e-waste were generated worldwide, and only a meager 17.4% A simple pop-up reminder in the customer portal of an e-commerce platform can prompt a majority of your users to opt for digital invoices over paper ones, drastically reducing paper usage. Talking about scale, let’s consider smart upselling strategies.

Call Center 158

Call Center Transportation Upselling Education 158

ClientSuccess

DECEMBER 12, 2022

This bonus model generally focuses on both quantitative objectives (retention, upsells or cross-sell measures) as well as qualitative ones (contributing to the team mentality). The post Tips for Configuring Compensation Plans for Customer Success Managers (CSMs) appeared first on ClientSuccess.

Management 87

Management Sales Accountability Upselling 87

TechSee

JUNE 16, 2022

At Miele, Eric is also accountable for the management of escalation departments, offline processes, e-care solutions, national call center consolidation, multi-product services, upselling / cross selling and re-defining the consumer experience. He also sits on the board of Directors for CSPN.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

CSM Practice

FEBRUARY 24, 2020

The answer varies for different companies, but the customer success team performance metrics below are an excellent place to start. As a customer success team leader , these metrics provide a solution to demonstrate the value of your customer success team to top executives and other teams. Customer Financial Metrics.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

Totango

JUNE 17, 2021

And we’ll reveal pro tips for leveraging customer segmentation using today’s technology. This criteria segments customers based on how many licenses an account is utilizing out of the total number available, an important engagement metric. We’ll look at the different ways you can segment your customers and when to apply each.

B2B 71

B2B Journey mapping Accountability Sales 71

ChurnZero

MAY 3, 2022

Across more than 30 playlists, you’ll discover everything you need to know about upsell, launching CS, customer training, CS careers, customer value management, retention and renewals, customer journey maps, health scores, segmentation, QBRs and much more. Customer Success Career (playlist) : Tips for getting hired, then hiring your own team.

Journey mapping 98

Journey mapping SaaS Customer centricity Education 98

Totango

MAY 7, 2024

If CS doesn’t have commercial conversations with healthy customers, they’re not setting Sales up to re-enter the conversation and potentially upsell. Strategy #3: Share revenue responsibility and success metrics There’s been a major shift in the B2B space over the past few years. Use your words Talk to each other!

Sales 103

Sales Upselling Metrics Accountability 103

ChurnZero

MARCH 14, 2025

Will CSMs struggle to maintain a customer-first mindset and spend all their time on upsells, rather than learning about their big picture goals and helping them navigate the path to get there? 2: Dont lose sight of value realization metrics and the importance of a consultative approach as leading indicators of revenue goals.

Upselling 52

Upselling Sales Customer retention Consulting 52

Totango

AUGUST 9, 2022

Sales : Sales teams can use customer segmentation to group prospects and customers based on propensity to buy, potential transaction value and upsell opportunities. Success teams can also use segmentation to promote subscription renewal, spot upsell opportunities and analyze trends in customer product usage to better understand behavior.

Best practices 106

Best practices B2B Journey mapping Upselling 106

Lumoa

FEBRUARY 9, 2023

upselling to the most loyal customers) Process changes (e.g. Customer churn is a critical metric because it is much less expensive to retain existing customers than it is to acquire new customers. Wondering which metric to choose? Customer churn is the opposite of retention. So why should you care?

Customer Experience 167

Customer Experience B2C Journey mapping B2B 167

ChurnZero

AUGUST 27, 2021

This quota is met based on various metrics such as retention, expansion, and net renewal rate. Touchpoints like the Quarterly Business Review have a huge impact on these metrics, so it should come as no surprise that CSMs can spend anywhere from one to four hours manually creating the perfect QBR for a single customer.

Metrics 98

Metrics Upselling B2B Accountability 98

Kapta Customer Success

SEPTEMBER 19, 2024

It’s one of those vital metrics that can be likened to a compass in the vast ocean of customer relations—it guides strategy, informs service improvements, and ultimately measures our success in maintaining fruitful relationships with clients.

Sales 59

Sales Upselling Accountability Metrics 59

ChurnZero

APRIL 26, 2019

Tip 1: Think Like a Human Resources Manager. A successful HR manager leverages metrics to forecast, track and report on new employee onboarding. As a Customer Success leader, metrics are nothing new – they dictate the long-term goals and performance of your team. Tip 2: Introduce Your Product Early (Demo, Demo, Demo!).

Coaching 58

Coaching Metrics Upselling SaaS 58

Nicereply

OCTOBER 11, 2024

We’ll also review how to measure customer satisfaction, along with some tips on how to improve it. Finally, link the insights from your surveys with key business metrics, such as sales figures, customer retention rates, or average purchase value. Pro-Tip: Make sure your CLTV is at least three times your Customer Acquisition Cost (CAC).

Customer retention 52

Customer retention Surveys Feedback Education 52

Totango

JUNE 24, 2022

The digital nature of SaaS customer experience means that success outcomes are defined primarily in terms of digital, measurable key performance indicators, such as product usage metrics. For example, a customer who is slow to complete the onboarding process can be sent an email prompt with a link to tutorial tips.

Best practices 109

Best practices SaaS Journey mapping B2C 109

ClientSuccess

SEPTEMBER 26, 2019

A Marketing Metrics study found that if a customer has made at least one purchase in the past, they’re 60% more likely to purchase from you again in the future. Closely monitor customer health metrics on a regular basis. . eBook: The Ultimate Guide to SaaS Customer Success Metrics. emails, meetings, and phone calls).

Customer retention 49

Customer retention Metrics SaaS Upselling 49