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Be Sure Your CSM Team Has These 5 Playbooks

ClientSuccess

In this blog, we’ll be exploring the five playbooks every CSM team should have in order to ensure success and consistency across the team. This playbook should include tips on how to diagnose problems, define troubleshooting processes, and provide resources that can be used to help solve customer issues.

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Top 6 Tips for a Successful SaaS Customer Engagement Strategy

Totango

In this article, we’ll offer some tips for a winning customer engagement SaaS strategy. It increases customer satisfaction and loyalty, driving higher subscription renewal rates, reduced churn, and more sales from upsells and referrals. Send email tips on advanced features to customers in the adoption phase. Evolve Your Service.

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B2B Customer Segmentation: Six Best Practices

Totango

Sales : Sales teams can use customer segmentation to group prospects and customers based on propensity to buy, potential transaction value and upsell opportunities. Success teams can also use segmentation to promote subscription renewal, spot upsell opportunities and analyze trends in customer product usage to better understand behavior.

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What is Customer Enablement? A Quick Guide for B2B & SaaS

Totango

Offering customized upsells geared toward customer needs and product usage patterns. Higher retention creates more opportunities for upsells and referrals, increasing revenue. Likewise, better customer outcomes promote more sales from customer renewals, upsells, and referrals. Below are five of the most important tips.

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Top Customer Engagement Tips for Retaining Executive Stakeholders

Totango

In this blog, we’ll look at the essentials of a customer engagement strategy, particularly how to use it to engage enterprise clients. After considering what a customer engagement strategy is and its benefits, we’ll offer ten key tips for keeping enterprise executives and stakeholders engaged. Trials of upsell products.

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Five Best Customer Retention Software Solutions for Customer Success

Totango

Then, we’ll offer some tips for using your customer retention management system to meet your customer success goals for each stage of your client’s lifecycle. Identifying customers in the market for upsell offers and referral invitations. Here’s our guide to today’s best customer retention management software.

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4 Ways Personalized Customer Engagement Can Build Better Relations

Totango

This lays the groundwork for subscription renewals and upsell opportunities. Or you can email a segment of your list by name to extend an upsell offer based on purchase and usage history data. Usage data may also highlight an upsell opportunity. Why Use Personalized Customer Engagement? Personalizing Product Usage Data.

NPS 69