ShepHyken

NOVEMBER 24, 2020

The customer experience doesn’t start after a customer makes a purchase or even on the first sales call. The sales experience is part of the larger customer experience. Sales and service go hand-in-hand. Sales and service go hand-in-hand. Video can also be used to cross-sell or upsell in the right scenarios.

Upselling 48

Upselling Sales Marketing Customer Service 48

ShepHyken

SEPTEMBER 20, 2019

It’s also not uncommon for other departments such as Sales, Onboarding, and Marketing to have access to support software as well. Teams should integrate support software with development tools, sales tools including CRM technology, and marketing communication tools. Walk in your customer’s shoes for a moment.

B2B 283

B2B Customer Support CRM B2C 283

ShepHyken

JUNE 13, 2016

The Service Manager) From leveraging self-service tool for personalisation to embracing an omni-channel customer servicing, here are eight trends in customer experience that are going to be relevant to most businesses in 2016. When Upselling Makes for a Bad Customer Service Experience by Conversational. Is it more important than sales?

Customer Service 208

Customer Service Upselling Customer retention B2C 208

Playvox

MAY 26, 2021

Are your customer service representatives (CSRs) cross-selling and upselling relevant products and services to your customers? As more contact centers explore implementing cross-selling and upselling, they’re finding very little information on how to do it successfully. What do they value?

Upselling 92

Upselling Education Contact Center Coaching 92

ChurnZero

NOVEMBER 23, 2022

This is a guest article by Stephanie Neale , CEO, Blind Zebra , a sales and client success training company for B2B pros. To avoid hounding your customers for renewals and upsells during the holiday season, try using Blind Zebra’s Q4 deal accelerator. Step 2: Rate your open renewal and upsell opportunities for timing.

Upselling 98

Upselling B2B Sales Management 98

ShepHyken

FEBRUARY 26, 2021

Having an affiliate marketing strategy will drive traffic, improve leads, sales, and encourage customers to engage with your brand. Through a variety of methods, customers can move towards purchasing the core product and generate sales. A good affiliate sales funnel is one that-. Maximizes leads. Monitor results.

Marketing 312

Marketing Journey mapping Advertising Upselling 312

TechSee

MARCH 1, 2021

” These lines – uttered with every Mickey D order – are probably the most famous upsell and cross-sell out there. But the days of relying on sales staff to entice customers to re-open their wallets are coming to an end. 5 innovative technologies and digital tools to help Customer Service become better sellers.

Sales 124

Sales Technology Customer Service Chatbots 124

Callminer

FEBRUARY 23, 2021

Live engagement tools are a boon for contact centers to handle such scenarios.” “With an increase of customers expecting to achieve their goals on their own using only the tools available on the website, customer portals such as control panel and knowledge bases are all part of a major customer service trend in 2021.

Call Center 376

Call Center Technology Banking Contact Center 376

Totango

NOVEMBER 15, 2021

Customer success tools extend the functionality of your CS platform, multiplying its value. By connecting data from other success tools to your CS tool, you can view and manage all your customer data from one place instead of leaving it isolated in separate information silos. CRMs: Salesforce and HubSpot.

CRM 117

CRM Upselling SaaS Chatbots 117

Cincom

FEBRUARY 21, 2025

Speed, accuracy, and the ability to meet customer demands efficiently are the pillars of success for the sales team. Configure, Price, and Quote (CPQ) software plays a vital role in automating product configuration, pricing, and quote generation helping sales teams to easily handle complex pricing scenarios. What is CPQ Software?

Sales 40

Sales Gamification Finance CRM 40

Totango

MAY 7, 2024

Both CS and Sales leaders agree: Retention is the #1 priority. Achieving higher retention requires close alignment between CS and Sales teams, yet 87% of CS and Sales leaders told us there’s significant room for improvement in their collaboration. But there’s a problem. Use your words Talk to each other!

Sales 103

Sales Upselling Metrics Accountability 103

Cincom

FEBRUARY 14, 2025

Align CPQ with Your Sales Strategy A CPQ system that operates in isolation from the broader sales strategy leads to misaligned workflows, inconsistent pricing approvals, and disconnected customer interactions. Apply multi-tier approvals for large enterprise deals, ensuring senior sales leaders can intervene when necessary.

Best practices 40

Best practices Sales CRM Finance 40

ChurnZero

FEBRUARY 7, 2025

To win the battle against churn, CS teams need to leverage the right strategies and specialized tools. By combining a customer success platform (CSP) with a powerful CRM tool, teams can minimize churn, turning satisfied customers into loyal advocates and building a more engaged, long-term customer base. Define what success looks like.

CRM 59

CRM Upselling Best practices Analytics 59

ChurnZero

SEPTEMBER 14, 2021

There’s a common (albeit misplaced) fear among CSMs that sales talk will tarnish their customer’s trust and set fire to the relationships they’ve worked so hard to build. . But nothing could be further from the truth so long as you handle your sales conversations with tact, understanding, and integrity. .

Sales 94

Sales Upselling Morale SaaS 94

ChurnZero

MARCH 14, 2025

And, on the flip side, what value does customer success bring to their sales counterparts as part of the broader go-to-market team? 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?

Upselling 52

Upselling Sales Customer retention Consulting 52

TeleDirect

APRIL 7, 2025

Technical Training Agents must be proficient in the tools and systems they use. Increased Sales and Upselling Agents trained in sales techniques are more likely to identify opportunities and close deals. Lower Employee Turnover Proper training builds agent confidence and job satisfaction, leading to improved retention.

Call Center 62

Call Center First call resolution Best practices Gamification 62

Nicereply

NOVEMBER 21, 2022

Discover great customer retention tools and empower customer satisfaction. That’s why in this article, we are going to focus on showing you how to retain your customers with the help of a few effective tools and solutions. Top 7 Customer Retention Tools. Nicereply is a tool that will help you gather feedback from your customers.

Customer retention 98

Customer retention SaaS Upselling Analytics 98

Quality Contact Solutions

JANUARY 27, 2022

Whether your call center is inbound or outbound , and if you have a product or service to deliver, finding ways to increase sales is a consistent priority. The topic of increasing sales is so prevalent that thousands of books and articles are published. Increase Sales with Cross-Selling. Sales and Service.

Sales 98

Sales Upselling B2C Best practices 98

Totango

NOVEMBER 21, 2024

In a world where customer expectations are sky-high and data complexity is ever-increasing, Totango Unison is the game-changer that customer success and post-sales teams have been waiting for. The Evolution of Customer Success and Post-Sales Gone are the days when customer success was merely about putting out fires.

Chief Customer Officer 62

Chief Customer Officer Enterprise Upselling Sales 62

TechSee

SEPTEMBER 7, 2021

Brands can communicate with their customers providing them with added value beyond the point of sale in areas such as: product support . Investing in the post-sale relationship has been proven to boost brand loyalty and drive more significant follow-up revenues. safety recalls . recommendations for additional products.

Technical Support 191

Technical Support Sales Upselling Coaching 191

TeleDirect

DECEMBER 24, 2024

How to Implement: Invest in AI-Driven Tools: Leverage AI-powered chatbots, recommendation engines, and sentiment analysis to enhance personalization. Technological Integration: Tools like unified communications platforms make it easier to manage interactions across channels. Q: Will AI replace human agents in customer service?

Customer Service 62

Customer Service Analytics Airlines CRM 62

Integrity Solutions

MAY 23, 2023

Sales prospecting is vital to the success of any sales organization. Simply learning how to find, approach and engage new customers is at the heart of being able to meet and exceed your sales goals. Why Is Sales Prospecting More Important Than Ever? What is Sales Prospecting?

Sales 91

Sales Coaching Brand ambassadors B2B 91

Joe Rawlinson

MAY 29, 2019

Well, in this article, we’ll explore a few actionable ways that can help you to increase e-commerce sales and gain an advantage over your competitors. But how can you improve your sales using email marketing? Use Upselling & Cross-Selling. e-commerce market is its ability to cross-sell and upsell to its customers.

Sales 102

Sales Upselling Customer Support Marketing 102

Totango

MAY 17, 2022

Wondering what is the best CRM for B2B sales? Business-to-business customer relationship management software is a sales app that provides a central interface for handling data about your interactions with business clients. Delivery of crucial customer data to sales representatives to support higher closing rates and upsells.

B2B 85

B2B Sales CRM Enterprise 85

ShepHyken

JULY 31, 2020

It is a great growth hacking tool for companies with continually evolving standards as it merges CX and customer service to help the customer understand your novel offerings, all the while increasing upselling opportunities and shortening the sales cycle. Exploit AI-Powered Tools to Automate Common Queries.

Customer Experience 218

Customer Experience Customer Service Chatbots Upselling 218

Totango

NOVEMBER 15, 2021

Customer success tools extend the functionality of your CS platform, multiplying its value. By connecting data from other success tools to your CS tool, you can view and manage all your customer data from one place instead of leaving it isolated in separate information silos. CRMs: Salesforce and HubSpot.

CRM 94

CRM Upselling SaaS Chatbots 94

Calabrio

FEBRUARY 14, 2025

Leverage workforce optimization solutions Workforce optimization (WFO) tools, such as workforce management (WFM) and quality management solutions , help ensure the right number of agents are scheduled at the right times, avoiding overstaffing while maintaining service levels. Ready to optimize your cost-quality balance?

Contact Center 52

Contact Center Average Handle Time Upselling Coaching 52

ChurnZero

JANUARY 26, 2021

A J oint Success Plan is a simple but powerful tool for outcome-based customer success management. From technical support to renewals and upselling, this role might be one of the most confusing and misunderstood jobs in all of tech. . That information is captured in an Account Plan which is a different exercise and tool altogether. .

Management 98

Management Chief Customer Officer Upselling SaaS 98

CSM Magazine

APRIL 10, 2025

Personalized Experiences AI-powered tools analyze customer data in real time, personalizing communication to match individual needs and preferences. Sales Assistants AI can act as a virtual salesperson by recommending products based on customer preferences, guiding them through the purchase process, or even upselling complementary items.

Chatbots 52

Chatbots Upselling Healthcare Feedback 52

ChurnZero

JUNE 15, 2023

Most recently, we’ve seen leaders question whether they should revert to using their organization’s longstanding incumbent sales tool—the CRM—as an interim solution to their team integration challenges. Treating a CRM as a Swiss Army Knife is both inefficient and reductive to the work of post-sale teams.

CRM 96

CRM Sales Accountability Analytics 96

Totango

APRIL 4, 2024

If you asked your customer success (CS) and sales leaders this question, what do you think each of them would say? Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion.

Sales 94

Sales Upselling Accountability SaaS 94

CSM Magazine

MAY 22, 2024

Sales teams play a major role in driving revenue and profits for companies, so it’s essential to equip them with the right tools. Salesforce CPQ (Configure Price Quote) is a tool that can significantly boost sales productivity and profitability by automating pricing, configuration, and quoting processes.

Sales 52

Sales CRM Upselling Analytics 52

TechSee

JANUARY 29, 2019

In recent years, a wide range of AI technologies have been successfully integrated into the CRM domain, from sales and marketing to customer support and retention. Computer vision is relevant across the entire customer journey, including sales and commerce, marketing and customer service. No – computer vision.

CRM 164

CRM Personalization Self service Sales 164

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. Chase is the Head of Customer Support at Basecamp , leading project management tool.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

Inbenta

OCTOBER 30, 2020

If you want to make sure that you don’t lose sales opportunities (and ultimately revenue), you better be prepared for this shopping frenzy that is about to hit your business. Especially since the Covid-19 pandemic has negatively impacted sales results since the beginning of 2020. How to increase sales thanks to a chatbot.

Chatbots 93

Chatbots Sales Advertising Upselling 93

ChurnZero

DECEMBER 15, 2021

Sales, Marketing, and Product teams can all benefit from having the answers to those sorts of questions. Customer Success Software & Sales. Customer Success software can easily show Sales teams the customer type or particular industry in which current customers have renewed, or are forecasted to renew. Realistic Timeliness.

Sales 98

Sales Marketing Accountability Surveys 98

Totango

NOVEMBER 23, 2021

Whether you’re not using a customer success platform yet or you’re using an aging CS tool, there comes a time when you need to upgrade CS software. Here we’ll look at six of the most common signs you need a new CS tool. This is because CRM tools are designed to manage customer relationship data, not customer success outcomes.

Upselling 98

Upselling CRM Revenue potential Feedback 98