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. eBook: 3 Steps To Putting Your Customer First This Year.

Sales 75

Sales Start-ups 75

ClientSuccess

JANUARY 4, 2021

A CSM manages and owns a customer account throughout their entire partnership with a vendor organization, from the minute a sale closes throughout many rounds of renewals. eBook: Implementing Customer Success. A customer success manager’s relationship with a customer account doesn’t just begin and end at random.

NPS 104

NPS Start-ups Sales 104

ClientSuccess

OCTOBER 5, 2021

Leading indicators are variables or occurrences which can help your team forecast how a customer account will fare over time. Successful onboarding: Although a customer relationship technically begins during the sales stage, there is no understating just how important onboarding is to the long-term success of a customer.

Customer Relationship 72

Customer Relationship Start-ups Sales 72

ClientSuccess

JANUARY 19, 2021

From the minute the account is handed off to a CSM from sales to their ongoing renewals or eventual termination, the customer journey encompasses every step of the processes and workflows along the way. eBook: Top CS Executives Predict Trends. What is the customer journey? Want to learn more? Webinar: Creating an Onboarding Program.

Scorecard 69

Scorecard Customer Relationship CRM Sales 69

PeopleMetrics

JULY 27, 2016

Sales offers a good example of the power of perspectives. For companies with complex sales processes and big-ticket contracts, every interaction between a sales rep and a prospect can add up to—or negatively impact—the final outcome. The Trifecta Method: A Step Forward in Sales Forecasting Methods.

Customer Experience Management 64

Customer Experience Management Sales Customer Experience Gaming 64

ClientSuccess

AUGUST 3, 2020

If your current customer success platform doesn’t allow for long-term account planning or forecasting, it might be time to look for another solution that can make an impact down the road. . eBook: How to Build and Scale a Customer Success Team. Customer account plans can change a month or a year in the future.

Innovation 81

Innovation Customer Satisfaction Sales Technology 81

ClientSuccess

OCTOBER 26, 2020

For sales organizations of all sizes, establishing “checks and balances” to ensure new business growth is incredibly beneficial for executive management. In a QBR, a company uses its past to guide future planning and forecasting. Or, maybe you’ve been part of a sales team where quarterly reviews were like going in front of the judge.

Sales 74

Sales Customer Relationship CRM Business Growth 74