CSM Practice

NOVEMBER 4, 2020

However, business growth cannot be achieved by simply implementing upsell and cross-sell strategies. Ergo, imposing proactive customer expansion strategies can be beneficial not just for the customers, but ultimately for a company to survive. Chris Swider, Director of Customer Success, and Andre Guidry, Sr.

Strategy 75

Strategy Customers Sales Course 75

Integrity Solutions

MAY 25, 2021

To ramp up sales performance and strengthen your sales pipeline, you have to develop your salespeople’s confidence; inspire them to be more proactive; improve their ability to build trust and rapport in an increasingly digital world; and equip them to engage in buyer-centric, results-driven conversations.

Sales 122

Sales Comparison Travel Meeting 122

Andrew Mcfarland

SEPTEMBER 23, 2022

A business development manager oversees sales and marketing efforts. Their job is to build customer relationships and align messaging. Sales representatives focus on prospecting qualified leads and closing deals. Both marketing and sales work to make the company’s top business objectives a reality.

Sales 48

Sales Marketing Measurement Advertising 48

ChurnZero

NOVEMBER 17, 2020

Oh, Sales and Customer Success, you are my two favorite disciplines! My career started in Sales, or rather, I was slowly talked into a Sales career by a string of managers who knew I had the drive to be a great salesperson. There is nothing like closing a big deal with a new customer! Well, almost nothing.

Sales 98

Sales Customer Success Measurement Customers 98

Education Services Group

AUGUST 16, 2022

Customer Success Plans are key to starting your customer relationships off on the right foot. CSMs use them to guide their first interactions with the customer, helping them clarify and set expectations, set up an action plan for moving forward, and establish critical milestones to work toward through the customer journey.

Sales 52

Sales Customer Success Leadership Meeting 52

West Monroe

JUNE 27, 2023

Treasury management is often looked to as a viable option for institutions to take on added deposits by creating “stickiness” with existing customers. Banks possess significant—often untapped—portfolio and customer data that can be leveraged to target available segments and customer bases ripe for deposit acquisition.

Banking 52

Banking Customer relationships Strategy Management 52

West Monroe

JUNE 27, 2023

Treasury management is often looked to as a viable option for institutions to take on added deposits by creating “stickiness” with existing customers. Banks possess significant—often untapped—portfolio and customer data that can be leveraged to target available segments and customer bases ripe for deposit acquisition.

Banking 52

Banking Customer relationships Strategy Management 52

West Monroe

JUNE 27, 2023

Treasury management is often looked to as a viable option for institutions to take on added deposits by creating “stickiness” with existing customers. Banks possess significant—often untapped—portfolio and customer data that can be leveraged to target available segments and customer bases ripe for deposit acquisition.

Banking 52

Banking Customer relationships Strategy Management 52

CustomerSuccessBox

NOVEMBER 2, 2021

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. This is crucial to make your customer’s experience easier. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Why are Sales to CS handoffs a tricky stage?

Sales 52

Sales Customer Success Communication Customers 52

Ecrion

JUNE 3, 2019

About 82% 1 of consumers say that they’ve decided not to work with or buy a product from a company that they were previously enthusiastic about because of poor customer service. Improved customer communications can boost not just your brand’s reputation, but also your profits.

Communication 73

Communication Customer Journeys Strategy Omni-Channel 73

Team Support

JUNE 16, 2020

However, even in these times, there are strategies to build stronger post-sale customer relationships the right way from day one. Let’s look at how businesses can successfully work with new customers to create a strong foundation for moving forward even during uncertain economic times.

Sales 59

Sales Customer Experience Management Customer relationships 59

Horizon CX

JUNE 10, 2022

The customer journey map (CJM) is a useful and crucial tool to help businesses uncover and visualize the experience their customers have when interacting with the brand from the customer’s point of view. That last underlined phrase underscores the criticality and validity of the customer journey.

Customer Journeys 130

Customer Journeys System Net Promoter Score NPS 130

Team Support

JULY 27, 2020

This proves particularly important with B2B (business-to-business) relationships using an MRR (monthly recurring revenue) model since those customers tend to be higher value, thus more critical to retain. The buying cycle is typically longer as well, which makes it more difficult to fill a revenue gap if a customer is lost.

B2B 90

B2B Strategy Customer Success Software 90

Amity

NOVEMBER 14, 2018

The sales to customer success handoff is one of the most important intersections in the customer journey. We know as customers that this is a frustrating feeling, yet so many companies struggle to get the crucial step of the sales to customer success (or client services) handoff right. Continuity.

Sales 87

Sales Customer Success Tips Customer Journeys 87

Education Services Group

MAY 28, 2021

Let’s talk Customer Success Plans. What’s a Customer Success Plan, you ask? Well, let’s just say it’s the wind beneath your customer’s wings. My amazing metaphors aside, Customer Success Plans are essentially the “what” and “how” of delivering on your CS strategy. Working side-by-side with sales.

Customer Success 98

Customer Success Sales Customers Roadmap 98

TechSee

MARCH 7, 2023

Elizabeth has been leading the conversation on how our new connected homes and devices are changing how we live and documenting service evolution for nearly 25 years. Kate champions digital innovations that create the best customer experience and solutions.

Contact Center 207

Contact Center Leadership Hospitality Chief Customer Officer 207

BirdEye

JULY 6, 2023

Staying in touch with customers helps businesses strengthen their relationships and build a stronger customer base. There are multiple avenues for businesses to reach out to their customers and make sure they notice every word. For these customers, direct mail can and does still work.

Connections 98

Connections Communication Video Customers 98

Totango

SEPTEMBER 20, 2022

Customer Enablement Essentials: What B2B and SaaS Brands Need to Know. Customer enablement empowers customers by giving them the resources they need to use your product successfully. This helps deliver more satisfying customer experiences , promoting customer renewals and referrals, which are critical to B2B SaaS businesses.

B2B 82

B2B Net Promoter Score Self Service Social Media 82

Gainsight

JUNE 15, 2022

PLG is a strategy that puts the customer in the driver’s seat, where they set their own expectations and take a personal interest in the product. In effect, the customers become your sales and marketing team. . What Is a PLG Strategy? You also need a sophisticated system for engaging with customers.

Tools 52

Tools Strategy Metrics Sales 52

ShepHyken

FEBRUARY 6, 2023

Look at the entire customer journey to determine the possible friction points and proactively make it better behind the scenes to create a seamless customer experience. Document them, and determine if they are an anomaly or brewing bigger issues. Treat your customers as partners. Why is customer feedback important?

Social Media 121

Social Media Insurance Feedback Banking 121

ECXO

APRIL 10, 2024

Quantum CX: Exploring the Fascinating Connection Between Quantum Physics and Customer Experience This time we will explore the fascinating connection between Quantum Physics and Customer Experience. The state of a customer’s satisfaction or dissatisfaction can instantly influence the state of the business.

Connections 111

Connections Customer Experience Social Media Analysis 111

CustomerSuccessBox

DECEMBER 13, 2021

Customer onboarding is the equivalent of what we more commonly call entering a relationship. This is a key step in the business relationship that will mark the beginning of a long story (hopefully) between your customers and your company. We all know Onboarding is the real sauce to Customer Success, so let us get it right.

Customer Journeys 52

Customer Journeys Sales Resources Tips 52

Method:CRM

OCTOBER 1, 2018

Podcasts are an excellent resource for people working in sales roles. Much like sales books , podcasts allow sales professionals to learn directly from industry experts, without breaking the bank on conference fees. With such a wide range of sales podcasts available for free, narrowing down the options can be tricky.

Sales 65

Sales B2B Social Media Entertainment 65

Gainsight

MARCH 15, 2023

With economic uncertainty in the air, SaaS and Customer Success teams want to be more efficient and build durable businesses that withstand the market. For CS teams, efficiency means working smarter and doing more with less—accelerating the current drive toward digital strategies like community, self-service, and more. . …

Strategy 52

Strategy Self Service Trends Case Study 52

Ecrion

MAY 29, 2019

In the realm of insurance, satisfaction equals sales. auto insurers that provide a best-in-class customer experience generate two to four times 1 the new business growth of their counterparts. Mapping the Insurance Customer Journey A solid CX strategy hinges on knowing your customer touchpoints.

Insurance 64

Insurance Strategy Customer Journeys Touchpoint 64

ReviewTrackers

AUGUST 3, 2021

One of the key aspects of reputation management that we here at ReviewTrackers continue to stress to all of our clients and partners, regardless of size, is the importance of having a holistic reputation strategy. Identify and Corroborate Product Issues Against Sales Reports.

Customer Service 123

Customer Service Effort Score Fashion Customers 123

Kustomer

JUNE 8, 2021

This means it’s more crucial than ever to focus on the e-commerce customer service experience. What Is E-Commerce Customer Service? E-commerce customer service is the act of assisting new or existing online customers when they encounter questions or challenges they may have throughout the customer journey.

Customer Service 105

Customer Service e-support Self Service Omni-Channel 105

Seaton CX

JANUARY 17, 2024

Before you invest in creating a customer journey map, there are a few questions you should ask yourself. You’re challenged to control or reduce costs while simultaneously improving agent retention and customer satisfaction—in an environment of rapid technology innovation and evolving customer expectations.

Customer Journeys 52

Customer Journeys Contact Center Comparison Exercises 52

Blake Morgan

AUGUST 15, 2023

               In customer experience integrating innovation and personalization is key. Inspirato focuses on creating a compelling customer experience, and through that satisfied customer they get new customers. It boils down to their customer focus which builds trust, empathy, and genuine connection.

Customer Experience 52

Customer Experience Case Study Hospitality Innovation 52

NobelBiz

MARCH 12, 2024

Customer demands are ever-changing and more often than not, they become more and more difficult to keep up with for a lot of businesses. Customers today expect seamless and personalized interactions across all touch points. Disjointed experiences not only frustrate customers but also hinder businesses from nurturing loyalty and trust.

Customer Experience Management 52

Customer Experience Management Omni-Channel Customer Experience Customer Journeys 52

CSM Practice

FEBRUARY 12, 2020

As SaaS businesses gain traction and customers begin to adopt their solution at scale, the next step is to drive customer expansion. Since existing customers are usually more willing to buy, companies typically offer additional solutions and features in the form of upsells and cross-sells. Qualitative Data. Quantitative Data.

Strategy 52

Strategy Data Customer Success Customer Centricity 52

One Millimeter Mindset

JANUARY 19, 2022

Surprised to enter 2022 digging yourself out of a huge 2021 customer defection hole? It just could be you left your entire client retention strategy up to the virtual customer retention dog. What excuses do you make to your managers about your less-than-stellar rate of customer retention? Do you know what their story is?

Customer Retention 99

Customer Retention Touchpoint Customers Sales 99

Totango

AUGUST 5, 2022

Asking the right questions is key to effectively using this powerful customer success tool. A marketing analysis of the client’s target audience, marketing strategy, and competitors. A client onboarding questionnaire can help you: Make a smooth handoff between your sales team and your customer success team.

How To 83

How To Customer Journeys B2B Sales 83

ModSquad

MAY 13, 2021

Every interaction with your customer is an opportunity to build your connection and inspire a sense of loyalty with them. Creating loyal customers is more essential to your ecommerce business plan than attracting new buyers. It can cost five times more to attract a new customer as it does to retain existing buyers.

Ecommerce 119

Ecommerce Loyalty Brands Rewards Programs 119

Integrity Solutions

MARCH 19, 2024

As a sales leader have you looked at your forecast and asked questions like these: “Do we have enough opportunities in our forecast to confidently make our goal this quarter/year?” ” Sales forecasting accuracy is one of the most important processes for running a successful sales organization.

Sales 111

Sales Analysis Resources Examples 111

Magellan Solutions

JUNE 22, 2021

Accounts Receivable Services Can Help Your Business to Get 47% Credit Sales Paid On-time . 93% of businesses suffer from late payments of customers. These arise when you fail in the following: Establishment of a strict process to follow up on customers when payments are past due. Invoicing and Billing For Customers.

Sales 52

Sales Financial Policies Automotive 52

Kustomer

APRIL 13, 2022

Great customer service is paramount for every customer-facing business. Online customer service can be challenging because of the lack of face-to-face interaction, but the fundamentals remain the same. You need to keep your customers happy by delivering a consistently excellent service experience.

Self Service 94

Self Service Customer Service Chatbots Omni-Channel 94