CSM Magazine

JANUARY 28, 2025

Onboarding Training Welcome new customers with informative guides, video tutorials , and walk-throughs to help them get started smoothly. For instance, a fitness equipment brand offering personalized workout plans and video demonstrations encourages long-term use of their products while building community trust.

Education 52

Education Upselling SaaS Self service 52

TeamSupport

MAY 1, 2020

Living in a world where remote work is now common, more companies are leveraging video technology than ever before to keep in touch internally and with customers. Be it company-wide staff meeting or leadership calls, video has become an important part of how we work. What’s the next step internally?

Customer Support 71

Customer Support Technology Upselling Sales 71

TechSee

MAY 24, 2021

Visual assistance, powered by Video and Augmented Reality, allows users to instantly stream their mobile device camera or screen for real-time, interactive visual engagement. Turn a profit from upsells. And research shows that upselling increases revenue by 10-30% on average. Enter Visual Assistance. What is Visual Assistance?

Upselling 124

Upselling Self service Wireless Contact Center 124

Influitive

OCTOBER 30, 2015

In this video interview with Chandar Pattabhiram , Group VP of Product and Corporate Marketing at Marketo, you’ll find out how the next generation of CMOs can leverage marketing technology to move away from mass marketing techniques and get back to building 1:1 relationships—in a way that is measurable and scalable.

Marketing 79

Marketing B2B B2C Upselling 79

JivoChat

JUNE 8, 2021

Not sure which is the best upsell app for Shopify? But given that upsell apps can increase revenue by an average of 10-30%. And that it’s 68% more affordable to upsell an existing customer than acquire a new one, you know you can’t afford to miss out any longer. Types of Upsell Apps for Shopify. Bold Upsell.

Upselling 52

Upselling Analytics Sales Personalization 52

TechSee

FEBRUARY 5, 2019

Collaborative video calls between CS personnel and end users enable faster resolution, significant truck roll reduction and improved NPS across the board. Seeing is believing and millions of customers of leading global brands already understand the value of interactive visual customer support.

Customer Experience 173

Customer Experience B2B Upselling SaaS 173

ShepHyken

AUGUST 10, 2018

Have you ever gone down a rabbit hole of suggested videos on YouTube? This matter of specialization doesn’t just relate to products but also to product discounts, promotions, upselling, and cross-selling. Or maybe you’ve lost yourself in a thread of related products on Amazon (regretfully). Choosing Channels.

Analytics 168

Analytics Upselling Banking CRM 168

TechSee

JANUARY 29, 2019

Computer vision can be a force multiplier for adding more essential insights for customer upsells and cross sales. Computer vision has access to an unlimited volume of visual data – with loads of visuals from videos and social media. Some examples: Computer Vision in Sales & Commerce. Computer Vision in Customer Service.

CRM 164

CRM Personalization Self service Sales 164

TechSee

MARCH 30, 2021

Through regular contact with customers, they are positioned to build the kind of valuable relationships that can more easily drive revenue through upsells, like extended warranties, service contracts, or replacement parts. And research shows that upselling increases revenue by 10-30% on average. What is Visual Assistance?

Customer Service 109

Customer Service Upselling Self service Contact Center 109

ShepHyken

OCTOBER 1, 2022

But because customer support wasn’t sharing information with our sales team, the customer would also get sales messages trying to upsell on the next tier. . For example, modern business phone systems include built-in features like phone, chat, video calls, SMS texts, and more in a single system.

Sales 174

Sales Marketing Customer Service Upselling 174

TechSee

MARCH 1, 2021

” These lines – uttered with every Mickey D order – are probably the most famous upsell and cross-sell out there. Visual assistance refers to a live video engagement between a customer service agent or technician and a customer needing assistance. “Do you want to SuperSize that?” Visual assistance.

Sales 124

Sales Technology Customer Service Chatbots 124

Hodusoft

OCTOBER 23, 2020

In the present scenario, there has been a drastic rise in the video conferencing trends through various platforms like Whatsapp, Skype, Facebook messenger, etc. Indeed, they have raised the standards of video conferencing for businesses. Call handling time is also shortened through video calls.

Contact Center 52

Contact Center Contact center software First call resolution Upselling 52

TechSee

JUNE 1, 2021

Visual assistance transforms a self-service channel like web, chat, or online video tutorials into a visual, interactive, and personalized experience, allowing freelancers to resolve issues by themselves without the need to contact the brand’s support center. Brand Pain Point #2: Missed opportunities to drive revenue via upsells.

Customer Service 109

Customer Service Upselling outsourcing Self service 109

TechSee

SEPTEMBER 26, 2024

Thanks to multimodal AI capabilities (processing text, voice, images, and video simultaneously), Agentic AI like Sophie AI understands the full context of a customer’s problem and can offer immediate, accurate, easily understood resolutions.

Average Handle Time 124

Average Handle Time Upselling Enterprise Technical Support 124

TechSee

SEPTEMBER 7, 2021

This works by using images and video from past support interactions to help train and onboard new agents and technicians. Visual assistance technology can also be used beyond remote support cases to enable field technicians to offer customers post-sales upsells such as: extended warranties. service contracts . replacement parts .

Technical Support 191

Technical Support Sales Upselling Coaching 191

TechSee

APRIL 26, 2021

The agent can use the power of video, Augmented Reality, and Computer Vision AI to guide the customer across every touchpoint from sales, onboarding, unboxing, setup, and troubleshooting to operational guidance, maintenance, and repair. Live Visual Assistance also sets the stage for agents to drive revenue through upsells.

Contact Center 109

Contact Center Self service Upselling Call Center 109

Totango

APRIL 2, 2019

This is also a good time to add upsells to accounts that have high customer health scores. Health scores indicate which customers may be receptive to cross-sell or upsell offers and which ones might require extra attention from your success team. Customize Notifications and Health Scores. Automate Tasks. Gather Feedback.

Journey mapping 110

Journey mapping Upselling Accountability Feedback 110

CustomerSuccessBox

MARCH 18, 2020

So, when the time comes for that renewal or upsell, you have built the relation to bring it up without any awkwardness. Video calls : We live in the age of Zoom , Google Hangouts and Webex. So you have no excuses for not doing a video call with your customers.

Management 115

Management SaaS Upselling Accountability 115

ShepHyken

JULY 1, 2022

Grow revenues & increase sales through upselling & cross-selling . Providing the right data and giving the insights and recommendations needed to deliver using an AI-based solution that leverages video analytics. Optimized marketing effectiveness across engagement points . Accelerated conversions while decreasing fallouts .

Airlines 191

Airlines Upselling Customer Experience Chatbots 191

CSM Magazine

MARCH 24, 2025

Customer training through an LMS optimizes onboarding, lessens employee turnover (increases retention), and presents several opportunities for upselling. Watching a three-minute video is much more achievable than a half-day seminar. Once you know your training audience, it will be easier to proceed.

Upselling 52

Upselling Education Feedback Management 52

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

Totango

AUGUST 23, 2022

Making upsell offers. Video content and ads. Video chat. This may occur through encountering your brand or product through a search engine result, a search engine ad, a social media post, a video, a review on a technology website, word-of-mouth or other means. Upsell offers. Delivering customer support. FAQ guides.

B2B 122

B2B Journey mapping SaaS Upselling 122

Fonolo

APRIL 6, 2020

Substandard mobile apps and no video conferencing are some of its flaws but all in all, it’s a well-rounded software program that can help you connect with customers in more than 50 countries. Integrated with Salesforce, you can use SMS, video and multiple other channels to connect with customers.

Contact Center 108

Contact Center Average Handle Time Call Center Multichannel 108

VirtualPBX

JANUARY 19, 2023

When you give them access to the right tools, they’re able to retain and upsell customers, provide great customer experience, and deliver timely responses. It enables better management of call volume, seamless voice and video conferencing , digital call recording, SMS notifications and more.

voip 98

voip Customer Service outsourcing Upselling 98

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. to an extended case study or video. A video testimonial, which is also a great way to put a face to the consumer and build a human presence for your references. Customer marketing is key.

Customer advocacy 92

Customer advocacy Upselling Marketing Sales 92

TechSee

MAY 29, 2018

Video is becoming increasingly entrenched in daily life. Businesses in all categories seek solutions for enhanced video engagement with customers. One example is the explosion of product unboxing videos. One example is the explosion of product unboxing videos. These videos have more than a billion views annually.

Contact Center 95

Contact Center Call Center Best practices Customer centricity 95

TechSee

JULY 31, 2019

Today, the ubiquity of smartphone cameras ensures a constant stream of photos and videos and Computer Vision technology has become easily accessible, making it even more appealing to enterprise. Computer Vision can be a force multiplier in retail, providing valuable insights into customer behavior and aiding both upselling and cross selling.

Automotive 149

Automotive Healthcare Self service Transportation 149

Toister Performance Solutions

JULY 23, 2020

You can identify your own internal customers with the help of this short training video. One example was call center agents were asked to upsell slow-moving products, but were having little success. The call center agents who were asked to upsell these products were also my customer, since I needed to support their performance.

Customer Service 104

Customer Service Upselling Call Center Sales 104

TeamSupport

JUNE 29, 2023

They present an opportunity to introduce upsells to products, add new features to products, include a subscription plan to further engage them. In turn, you grow with your customers because there are more opportunities for upsell and cross-sell. Your most loyal customers are those who are most familiar with your brand.

Upselling 97

Upselling Metrics Chatbots Customer Support 97

TechSee

FEBRUARY 16, 2021

While organizations have long been attempting to resolve customer’s issues remotely in order to boost overall effectiveness, more recently, the focus on enhancing remote support capabilities has been increasing with the emergence of new technologies such as IoT diagnostics, video, AR, and computer vision AI.

outsourcing 109

outsourcing Upselling Surveys Technical Support 109

Nicereply

NOVEMBER 21, 2022

By constantly checking your customers’ health scores , you will be able to spot upsell and cross-sell opportunities and offer your clients the best solutions for their businesses. Kissmetrics is a great tool if you want to know everything about your customers, from the lead stage up to the upselling stage.

Customer retention 98

Customer retention SaaS Upselling Analytics 98

ChurnZero

MAY 3, 2022

Did you know that, by the end of this week, one-third of internet users* will have watched a tutorial or how-to video? We also love their bite-sized CS skills videos that tackle common challenges for CSMs. Whether you’re building your expertise in cooking, crocheting, coding, or Customer Success, YouTube is now the place to level up.

Journey mapping 98

Journey mapping SaaS Customer centricity Education 98

Totango

FEBRUARY 7, 2019

Automate renewals and upsells. Automate Renewals and Upsells. You can use your detailed customer data to prioritize resources when initiating renewal and upselling campaigns. This video on automated renewals and upsells demonstrates how to approach the issue. Understand your customer’s journey.

Best practices 82

Best practices SaaS Customer retention Upselling 82

Hodusoft

AUGUST 9, 2021

You can also use the Facebook Live feature to upload static or influencer video and notify customers to join for video streaming. With HoduCC’s advanced contact center software features, customer agents can receive calls from remote locations on their smartphones and engage in voice calls or use WebRTC for video chat.

Social media contact 105

Social media contact Contact center software Contact Center Interactive Voice Response 105

TechSee

SEPTEMBER 24, 2019

If Customer Service has not yet resolved a customer’s issue, a planned upsell should be delayed. Customers want to receive service anywhere, at any time, and any which way they like: web, voice, chat, messaging, social media, video or email. If Sam was a VIP once, he should be a VIP next time too.

Customer Experience 150

Customer Experience Self service Banking Analytics 150

ChurnZero

MARCH 24, 2023

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. Related resource: The SaaS debate: Who owns the renewal and upsell? It removes some of that transactional feel.

Upselling 98

Upselling Metrics SaaS Sales 98

ChurnZero

MARCH 24, 2023

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. Related resource: The SaaS debate: Who owns the renewal and upsell? It removes some of that transactional feel.

Upselling 97

Upselling Metrics SaaS Sales 97