ProProfs Blog

AUGUST 14, 2020

More than 80% of customers seek immediate response for sales or marketing questions. But this number rises up to 90% when their question is solely about sales. Improves sales. Webinar Registrations. Use the Announcement feature to inform customers that you’ve scheduled a webinar for them. Increases brand awareness.

B2B 174

B2B Analytics Education Feedback 174

ClientSuccess

SEPTEMBER 17, 2021

This same sense of leadership is also true for sales discussions. From renewals to upsells to expansion, the CSM is often the person who either opens up this conversation with a customer, announces to a customer that it is time to start having these sorts of discussions, or loops in a salesperson when the timing is right.

Upselling 52

Upselling Accountability Sales Marketing 52

ClientSuccess

MARCH 8, 2021

From upsell inquiries from sales to feature testing requests from product to the all-consuming customer requests, it is a lot to deal with. During new sales conversations, many prospective accounts will ask to see some customer testimonials or even talk to customers themselves as references. Customer marketing is key.

Customer advocacy 92

Customer advocacy Upselling Marketing Sales 92

Nicereply

APRIL 30, 2020

Be all ears to your customers and let them boost your sales because of your ace customer services. Cross-sell & Upsell, but first, answer the query. One of the good upselling models could be to offer the try something for free (limited time). Here comes a good upselling option. When can you upsell/cross-sell?

Sales 69

Sales Customer Service Upselling CRM 69

Amity

SEPTEMBER 28, 2016

Bonuses: Bonuses provide flexibility to align the individual’s or team’s goals with the Customer Success goals of your company - retention/churn, cross-selling, and upselling. That 30% can then be further segmented to weight different objectives, for example, renewals, upsells, or Net Promoter Score.

Upselling 95

Upselling SaaS Best practices Sales 95

ChurnZero

SEPTEMBER 16, 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 52

Sales Upselling Morale SaaS 52

Totango

AUGUST 16, 2022

Identifying customers in the market for upsell offers and referral invitations. For example, you can use automated communication tools, such as emails and webinars, to help ensure that customers have the support they need to familiarize themselves with how to complete onboarding and start using your product.

Customer retention 103

Customer retention Upselling CRM SaaS 103

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

Totango

AUGUST 21, 2020

We currently have 13,000 Totango users in the system contributing to, leading, running operations for our Sales and Customer Success Field teams. As mentioned in the Webinar, we are also enabling partners on the playbook and methodologies to drive like experience. SC: Totango is very easy to use and is cloud-based.

Upselling 116

Upselling Accountability Metrics SaaS 116

ClientSuccess

APRIL 17, 2019

ClientSuccess will host Jay Nathan , Founding Partner and Managing Director of Customer Imperative , for this month’s customer success webinar series: Where should customer success live and who owns the number? Invite your executive team to this webinar. Webinar: Where Should Customer Success Live? and Who Owns the Number?

SaaS 45

SaaS B2B Upselling Engineering 45

ChurnZero

FEBRUARY 3, 2021

As a follow-up to our well-attended webinar on “ Selling for People Who Don’t Love Sales ” with Bryan Neale from Blind Zebra Consulting, we wanted to get more of our audience’s questions answered. . We hope this helps answer all of your questions on Sales skills for Customer Success Managers. .

Sales 52

Sales Upselling Coaching Personalization 52

Totango

AUGUST 23, 2022

For example, a website visit, an online sales purchase and a phone support call are all potential customer journey B2B touchpoints. In terms of the customer lifecycle, touchpoints may occur at any point during an interaction with your brand, including: Pre-sales, starting with a prospect’s first marketing touch. Making upsell offers.

B2B 119

B2B Journey mapping SaaS Upselling 119

ChurnZero

OCTOBER 26, 2018

Strategies for an Effective Partnership between Customer Success and Sales. The handoff of a new customer between Sales and Customer Success is a critical moment in the customer lifecycle. You can view the webinar on-demand here. Webinar Q&A Recap. Casey Altieri, Lead Sales Executive, ChurnZero. Presenters: .

Sales 56

Sales Upselling Accountability Best practices 56

ChurnZero

OCTOBER 1, 2022

Why is it that the need for operations in marketing and sales is never questioned, yet Customer Success isn’t given the same allowance? Q: Should CSM roles close upsell deals? Organizations invest in MQL and SQL processes without fail. But they stop short of extending that same support to CS generate high-intent leads.

B2C 97

B2C Upselling B2B Accountability 97

ClientSuccess

MARCH 8, 2022

Sales cycles can be long and fraught and deserve to be applauded. But as more and more SaaS organizations realize, the actual value of a new customer isn’t tied to that initial sales number at all but spread out across the customer’s entire lifecycle at an organization. Higher returns in the long term. are managed in some part by CSMs.

Upselling 75

Upselling SaaS Sales Metrics 75

TechSee

JANUARY 4, 2022

Simplifies warranty registration and quickly captures customer information for upselling opportunities and long-tail sales. We answered the call of sales teams everywhere by releasing new capabilities that help sales reps walk potential customers through for instance: contracts. Billing and invoice clarification.

Self service 109

Self service Upselling Enterprise Big data 109

ProProfs Blog

DECEMBER 27, 2020

Honestly, it can get annoying when you come across pushy sales representatives during your buyer’s journey who treat you like a sales target that needs to be acquired at any cost. It is said that sixty-seven percent of the buyer’s ‘decision’ is complete before a buyer even reaches out to sales. Troubleshoot any confusions.

Journey mapping 148

Journey mapping Education B2B Sales 148

JustCall

APRIL 4, 2023

However, a call center is only as effective as its sales techniques and training. With the right approach and training, an inbound call center can double up as a powerful tool for generating sales and building customer loyalty. So, let’s dive in and learn how to turn every call into a successful sale!

Call Center 52

Call Center Sales Inbound sales Upselling 52

ChurnZero

APRIL 15, 2021

Make your Customer Success team comfortable with upsells and cross-sells. Better align with sales to drive expansion. Bearing this in mind, a definitive answer to whether Customer Success or sales should own expansion doesn’t exist. Our sales team even occasionally pulls in a CSM for pre-sales conversations with a prospect.”.

Upselling 64

Upselling Sales Accountability SaaS 64

ClientSuccess

APRIL 17, 2019

ClientSuccess will host Jay Nathan , Founding Partner and Managing Director of Customer Imperative , for this month’s customer success webinar series: Where should customer success live and who owns the number? Invite your executive team to this webinar. Webinar: Where Should Customer Success Live? and Who Owns the Number?

SaaS 40

SaaS B2B Upselling Engineering 40

ChurnZero

DECEMBER 2, 2022

In our webinar, “ Lessons learned from a big a$$ book shift ,” ChurnZero’s CX team pulls back the curtain to share the methodology, approaches, and lessons learned from shifting CSM books across our entire customer base. Q: Were the sales projections based on a white space analysis? Our CSMs are also responsible for upsells.

Chief Customer Officer 98

Chief Customer Officer Enterprise Upselling Sales 98

CSM Practice

JULY 6, 2020

The New SaaS Sales Environment during COVID-19. The decline in new logo sales and the increase in churn has led companies to invest more in protecting their revenue base. On the other hand, the median cost of acquiring the ACV dollar for plan expansions and upsells is only about $0.20 The Shift to Remote Work.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

The New SaaS Sales Environment during COVID-19. The decline in new logo sales and the increase in churn has led companies to invest more in protecting their revenue base. On the other hand, the median cost of acquiring the ACV dollar for plan expansions and upsells is only about $0.20 The Shift to Remote Work.

SaaS 71

SaaS Upselling Accountability Sales 71

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

REVE Chat Blog

NOVEMBER 21, 2019

Lead generation is one of the most critical steps in sales and marketing for this is where businesses get their precious pool of prospects that can eventually become loyal customers. . With the help of consistent newsletters, events or seminars/webinars you can educate your leads in the best way. It will open the door for upselling.

B2B 77

B2B Best practices Sales Chatbots 77

Totango

AUGUST 12, 2020

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. Your sales and customer success teams play a role in designing, monitoring, and executing the onboarding phase. Train Your Customer.

SaaS 87

SaaS Upselling Enterprise Best practices 87

ClientSuccess

DECEMBER 19, 2022

Upselling & Cross-Selling Playbook: CSMs are responsible for ensuring that customer relationships remain strong and can be leveraged for additional sales opportunities. An upselling & cross-selling playbook can help CSMs identify the right timing, products, and messaging that can help them successfully close additional deals.

Upselling 72

Upselling Education Best practices Sales 72

ClientSuccess

DECEMBER 21, 2021

After all, even if sales are through the roof, if customers aren’t satisfied, the business likely won’t last. Customer lifetime value: measuring the total lifetime contract value of a customer, including upsells, renewals, and expansions, is what keeps the value of your business trending upward over time.

Metrics 100

Metrics Upselling B2B SaaS 100

TeamSupport

FEBRUARY 23, 2021

Analysis of sales pricing, commitments and deal quality. If they do not fully use what they have already purchased, or if the perceived support users receive post-sale, beginning with onboarding, is less than positive, there is little likelihood they will purchase more or even renew current subscriptions.

B2B 78

B2B Upselling Customer Support Sales 78

ClientSuccess

MARCH 2, 2021

CSMs are focused on helping clients reach their platform or product-specific goals while AEs are focused on upsells and/or renewals. . In this way, one can look at the role of an AE as an extension of the sales or business development team while CSMs are fully entrenched in the services realm.

Accountability 62

Accountability Management Upselling SaaS 62

Amity

DECEMBER 12, 2016

Increasing Upsell Opportunities. At the end of the day, your boss measures your success at customer management by the renewals and upsells you generate for the product. In both instances you’re the bridge between the prospect and the company, allowing you to take ownership of leads and impact sales. Final Thoughts.

Upselling 84

Upselling Entertainment Education Personalization 84

CustomerSuccessBox

FEBRUARY 14, 2019

The major KPIs of a Customer Success Manager are: Increase Lifetime Value (LTV) of the customers (by upsells, cross sells etc). The job of a Customer Success Manager is to make sure that the customers are getting the value that had been promised by the sales team and are able to achieve their goals. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

ChurnZero

MARCH 22, 2019

This was just one of the takeaways from our well-attended webinar this week on- Understanding the Real Impact of Improving Retention and Customer Success Best Practices. You should view this webinar on-demand to learn: How your company ranks in terms of net and gross churn compared to companies with similar ACV’s and ARR.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

ClientSuccess

MARCH 16, 2022

After the sales cycle, which can often be drawn-out, chaotic, and intense for both sides, onboarding is the first real chance a new vendor has to make an excellent first impression with a customer and set the stage for what the partnership will genuinely look like moving forward. Want to learn more? Toolkit: Customer Onboarding Toolkit.

Upselling 71

Upselling Metrics Sales 71

ChurnZero

OCTOBER 11, 2019

If you work in a B2B SaaS company, you know that across the board, Q4 is always the biggest sales quarter of the year. If you decide you want to hit 98% renewed revenue and a certain revenue amount in upsells, commit to doing the necessary activities to reach that number. Put Forward Upsell Opportunities.

Journey mapping 66

Journey mapping Upselling SaaS Accountability 66

ChurnZero

MAY 31, 2019

Upcoming Webinar. They spend countless hours establishing key performance metrics and enforcing the appropriate disciplines so their marketing and sales teams can bring in leads and close deals to drive revenue and growth. Attendees of this webinar will learn how to: Use the customer journey as the desired path to success.

Upselling 75

Upselling Customer retention Accountability Metrics 75

ChurnZero

DECEMBER 29, 2020

Today, you’d be hard-pressed to find a high-velocity sales, marketing, or product team without a designated operations function. The SaaS Debate: Who Owns the Renewal and Upsell? Customer Success vs. Sales. Check out this post to see if you’re inadvertently sending subliminal negativity to your customers.

SaaS 98

SaaS Chief Customer Officer Upselling Metrics 98