TechSee

FEBRUARY 5, 2019

Increasingly tech-savvy consumers now have a greater ability – and desire – to handle issues on their own terms, and the providers which embrace this trend will be able to reap the rewards. Without further ado, here are 5 standout meta-trends with the potential to shape customer journey creation and curation in 2019.

Customer Experience 173

Customer Experience B2B Upselling SaaS 173

Integrity Solutions

MARCH 11, 2025

Improving sales performance is key to business growth, particularly in a constantly changing environment. Last year, Salesforce reported 67% of sales reps surveyed didn’t expect to meet their quota, and 84% missed it the previous year.

Sales 52

Sales Metrics CRM Coaching 52

Talkdesk

DECEMBER 10, 2020

Here are the major trends that emerged from our global research survey. . Extending beyond traditional problem resolution, agents are re-skilling to drive cross-selling and upselling opportunities, driving a new source of active revenue. We’re calling it the CX revolution in financial services and insurance. . The CX stakes are rising.

Contact Center 135

Contact Center Upselling Cloud contact Analytics 135

TechSee

FEBRUARY 16, 2021

COVID-19 has resulted in a further increase in demand for service, with ServicePower reporting that 2020 field service trends resulted in field service organizations increasing investment in service workers by 72% to meet the rising demand. Let’s take a look at some of the trends that are expected to drive this year’s priorities.

outsourcing 109

outsourcing Upselling Surveys Technical Support 109

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

Totango

MAY 23, 2019

When your goal is to grow your customer’s business, upselling becomes a means, not an end. Upsells are the result of the growth a customer has enjoyed because of your commitment to delivering lifetime value. It’s also worth noting that up to 70% of revenue in a subscription business comes from existing customer renewals and upsells.

Upselling 78

Upselling Customer centricity Enterprise Metrics 78

Kayako

APRIL 1, 2022

Customer experience is the key brand differentiator that drives sales and grows customer loyalty. The good news is that this gap represents a significant opportunity for improvements to achieve a good customer experience that will boost eCommerce sales. Find out what trends will impact eCommerce customer satisfaction in 2022.

Sales 112

Sales Upselling Personalization Chatbots 112

Nicereply

MARCH 16, 2022

Some treat Customer Experience as a synonym to Customer Success, others see Success and Support as part of the CX team, and still, others prefer it reports into Sales as a way to increase upsells and renewals. She had a very unique solution to this structure: incorporating Sales into the Customer Experience team.

Sales 111

Sales Customer Experience Upselling Self service 111

ROI CX Solutions

APRIL 24, 2025

Sales and upselling scripts Customer service agents play a critical role in selling products or services. Help agents navigate upselling with these helpful phrases. Sales Are you familiar with the other products that we sell? Upselling I see youre currently using [Basic Plan/Product].

Scripts 92

Scripts Call Center Upselling Feedback 92

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

ChurnZero

MARCH 14, 2025

A nine-point increase over the course of a single year is highly indicative of the prevalence and permanence of this trend. And, on the flip side, what value does customer success bring to their sales counterparts as part of the broader go-to-market team? Sales teams often operate on short-term quotas (e.g., Read on to find out!

Upselling 52

Upselling Sales Customer retention Consulting 52

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Analyzing extensive datasets to forecast trends. Refining post-sale strategies to better understand and meet the needs of customers.

B2B 98

B2B CRM Enterprise Upselling 98

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. Follow on LinkedIn. Follow on LinkedIn.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

TeleDirect

APRIL 7, 2025

Product updates Policy changes Performance-based training Industry trends and best practices Best Practices for Effective Call Center Training Successful training programs are structured, engaging, and adaptable. Increased Sales and Upselling Agents trained in sales techniques are more likely to identify opportunities and close deals.

Call Center 62

Call Center First call resolution Best practices Gamification 62

Calabrio

FEBRUARY 14, 2025

Monitor KPIs for balance Tracking and analyzing KPIs such as CSAT, FCR, average handle time (AHT), and cost per contact can help contact centers identify trends and adjust strategies accordingly. This data-driven approach ensures that quality standards are met while keeping expenses in check.

Contact Center 52

Contact Center Average Handle Time Upselling Coaching 52

ChurnZero

JANUARY 13, 2023

However, it’s tough to predict the future alone — so we asked Customer Success leaders across the industry to share their top trends for 2023. Here are 12 predictions and trends your team can take advantage of now to make a big impact this year. It’s about time CS gets the same attention as sales.

Chief Customer Officer 98

Chief Customer Officer Sales SaaS Customer centricity 98

TeleDirect

MARCH 15, 2025

Outbound call centers focus on outgoing customer interactions, including sales, lead generation, and follow-ups. Both types of call center services are crucial in improving customer experience, increasing sales, and enhancing brand reputation. Conducting upselling and cross-selling campaigns to increase revenue.

Call Center 62

Call Center Telemarketing Technical Support Healthcare 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

Tethr

MARCH 22, 2021

This material originally appeared as part of our Learning Series podcast on B2C sales. Welcome to the Tethr Learning Series, The four “D’s” of better B2C sales performance. In this study, we built a predictive sales model, where we looked at B2C sales performance, specifically in inbound sales conversations.

B2C 106

B2C Sales Inbound sales Upselling 106

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

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. Let’s look at task management.

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

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

TeamSupport

JANUARY 10, 2020

The new year is here and with it comes our annual list of key customer service trends! Our 2019 trends article was a huge hit, so here’s what is set to make an impact in 2020…. Not only do great service relationships build trust with a customer, but they also create new opportunities for both upselling and retention.

Customer Service 80

Customer Service B2B Upselling Self service 80

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

FEBRUARY 12, 2025

Maintain predictable retention metrics while identifying cross-sell or upsell opportunities. For enterprises, improving customer health requires balancing three core priorities: Address regional or departmental variations in customer engagement. Navigate complex purchase decisions influenced by multiple stakeholders.

Enterprise 62

Enterprise Metrics Accountability Construction 62

Totango

AUGUST 14, 2020

Which then got our account teams, sales team, product teams, and support teams all excited and asking how to leverage Totango. A: Now that you have a 360 view of your customers for your Customer Success team, how do you ensure your Sales team is also plugged into what’s happening during the post-purchase experience? .

Accountability 158

Accountability Feedback Sales Upselling 158

CSM Magazine

MARCH 1, 2022

What are the top trends we can expect to see right now? Not only does this drive digital and brand engagement, but it generates sales and upsell opportunities by hooking the customer to the brand. While the retail world may be heating up like never before, the competitive advantage is there for the taking.

Customer Experience 97

Customer Experience Upselling Government Technology 97

TeamSupport

DECEMBER 7, 2020

On the other hand, when 70% or more of revenue comes from existing customers 1 , you must pay close attention to indicators that a customer might be increasing seats or adding user groups to ensure you don’t miss a valuable upsell opportunity. The system will alert the appropriate sales rep so they can take immediate action.

Customer Support 98

Customer Support Upselling B2B Sales 98

CCNG

JULY 3, 2024

This alleviates the burden on companies from managing employee hiring, training, scheduling, and downsizing, allowing them to adapt to changing consumer demands, seasonal trends, or temporary projects. However, choosing a reliable and experienced partner is paramount for creating a value-based omnichannel customer experience.

outsourcing 195

outsourcing Contact Center Airlines CCNG 195

ShepHyken

MAY 25, 2018

When a customer is in pain or trending towards churn, you need to know so you can proactively address it. But when they’re in the market for a new product, next-best action guarantees you don’t miss a great chance to upsell just because the customer is interacting in a traditional service channel, like the call-center.

Call Center 185

Call Center Customer retention Advertising Upselling 185

CSM Magazine

JANUARY 28, 2025

Webinars and Workshops Hosting live or recorded webinars to explain advanced features or industry trends allows customers to deepen their knowledge and use a product or service more effectively. Boosts Retention and Loyalty When you provide ongoing education, you show customers that your relationship doesnt end at the point of sale.

Education 52

Education Upselling SaaS Self service 52

ChurnZero

APRIL 25, 2025

And the shift to better integrate CS and sales is well underway. Renewals forecasting was historically a sales game, but increasingly, CS teams are responsible for expansion revenue. With metrics in hand, its time to start pulling out the trends, themes, and stories behind the numbers. Separating the trends from the noise.

Finance 52

Finance Metrics Engineering Construction 52

Totango

MARCH 19, 2021

The traditional customer journey infographic envisioned the customer’s experience from a sales and marketing standpoint, visualizing a funnel marking the steps from a lead acquisition through a sale, also known as the buyer’s journey. Keep in mind that onboarding can also begin in the presales process.

Best practices 126

Best practices Customer retention Upselling SaaS 126

ChurnZero

NOVEMBER 26, 2024

Key performance indicators (KPIs) / objectives and key results (OKRs) they will be evaluated on, such as adoption, retention, upsell or cross sell, customer success qualified leads. Monitor account health, identify upsell opportunities, and collaborate with cross-functional teams to deliver exceptional customer experiences.

SaaS 52

SaaS Upselling Enterprise industry standards 52

TechSee

APRIL 10, 2018

As businesses increasingly realize that leveraging the power of technology creates a clear competitive advantage, the future of the BPO industry has become dependent on its willingness to adopt new growth and BPO technology trends that will serve as a value multiplier for their offerings. BPO Technology trends: Blessing or Curse?

Call Center 139

Call Center Technology outsourcing Self service 139

Totango

AUGUST 9, 2022

This type of customization provides customers with better service while yielding better results for B2B teams working in marketing, sales, customer service, and customer success. Ideal profile fit: such as using a scoring system to rate marketing and sales prospects based on an inclination to buy. Customer needs and wants.

Best practices 106

Best practices B2B Journey mapping Upselling 106