Amity

NOVEMBER 14, 2018

The sales to customer success handoff is one of the most important intersections in the customer journey. It can make the difference between successful product adoption or a churn risk waiting to happen. This article was originally published on WnTD's blog. Create a consistent internal communication process.

Sales 87

Sales Customer Success Tips Customer Journeys 87

Totango

MAY 24, 2022

Customer relationship management software is great for sales, but it isn’t a substitute for a customer success platform. A customer relationship management app is software used to store data about prospect and client interactions in a single database to support sales, marketing, and other business functions.

CRM 96

CRM Customer Success Customer Relationship Management Customer relationships 96

Totango

NOVEMBER 15, 2021

Customer success tools extend the functionality of your CS platform, multiplying its value. By connecting data from other success tools to your CS tool, you can view and manage all your customer data from one place instead of leaving it isolated in separate information silos. CRMs: Salesforce and HubSpot.

Tools 117

Tools Customer Success Software Self Service 117

Kayako

AUGUST 12, 2022

The lockdowns and aftermath of the 2020 global pandemic spiked growth in e-commerce sales as brick-and-mortar stores and restaurants closed their doors. eMarketer estimates that by 2024 almost 20% of total retail sales will be via eCommerce, and that estimate does not include travel and event ticketing or restaurant food delivery.

Customer Service 292

Customer Service Ecommerce Effort Score e-support 292

Totango

AUGUST 16, 2022

Customer Retention Software Cuts Down Client Churn. Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn. Onboarding.

Customer Retention 106

Customer Retention Software Customer Success CRM 106

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Forrester recognizes the value customer success platforms can provide to B2B companies looking to foster retention, growth, and advocacy.

Report 98

Report Trends Customer Success Self Service 98

TeamSupport

JULY 27, 2018

Customer Relationship Management (CRM) can have many different definitions, and can sometimes cause confusion. Does CRM include correspondence before a company becomes a customer, such as sales and marketing? Customer Relationship Management.

Customer Relationship Management 45

Customer Relationship Management Customer relationships B2B Customer Success 45

Totango

MAY 17, 2022

Wondering what is the best CRM for B2B sales? We’ll walk you through what customer relationship management B2B software is, what its benefits are, and a list of the top CRM companies, including the outstanding features and best uses for each. SAP Sales Cloud. What is a B2B CRM? Salesforce CRM.

B2B 85

B2B Sales CRM Software 85

Totango

JANUARY 29, 2019

Maybe even drawn from large numbers of clients across multiple sales channels or product lines. With this much information and so many customers, you need software that will inform you when a customer experiences a relevant event. A Traditional Customer Relationship Management System: Features and Limitations.

Customer Relationship Management 55

Customer Relationship Management CRM Customer relationships System 55

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. Here we’ve identified the 13 most essential qualities to consider when hiring a CS manager. What Is a Customer Success Manager (CSM)? Relationship management.

Customer Success 97

Customer Success Management Exercises Social Media 97

SurveySensum

OCTOBER 2, 2024

Customer Experience Management vs. Customer Relationship Management – What are the Key Differences? Good customer experience goes beyond a transaction — it’s about making your customers feel heard, valued, and understood. But as customer expectations evolve, so do the tools to manage them.

Customer Relationship Management 52

Customer Relationship Management Customer Experience Management Customer relationships Customer Journeys 52

TeamSupport

JULY 27, 2018

Customer Relationship Management (CRM) can have many different definitions, and can sometimes cause confusion. Does CRM include correspondence before a company becomes a customer, such as sales and marketing? Customer Relationship Management.

Customer Relationship Management 40

Customer Relationship Management Customer relationships B2B Customer Success 40

Totango

NOVEMBER 15, 2021

Customer success tools extend the functionality of your CS platform, multiplying its value. By connecting data from other success tools to your CS tool, you can view and manage all your customer data from one place instead of leaving it isolated in separate information silos. CRMs: Salesforce and HubSpot.

Tools 94

Tools Customer Success Software Self Service 94

ChurnZero

JANUARY 8, 2021

Against the backdrop of wild economic uncertainty, Customer Success has been the failsafe of SaaS businesses that were blindsided by pandemic-induced churn and contraction. With Customer Success demand at an all-time high, we expect to see more of its leaders join the executive ranks in the coming months and years.

Customer Success 98

Customer Success Chief Customer Officer Leadership Healthcare 98

ClientSuccess

DECEMBER 28, 2020

Over the past several years, customer success has gone from a department only forward-thinking organizations had to an integral part of every single SaaS company in the world. With every new customer issue or new solution on the market, the overarching message and focus of customer success becomes that much more convoluted.

Customer Success 88

Customer Success eBook Customer Relationship Management Metrics 88

Optimove

APRIL 10, 2025

Managing Customer Data: CDP vs CRM Understanding the tools that manage and activate customer data is crucial for marketers. Two of the most talked-about platforms in this space are the Customer Data Platform (CDP) and Customer Relationship Management (CRM) system. Who Uses a CRM?

CRM 52

CRM eBook Customer Journeys Customer Relationship Management 52

ClientSuccess

MARCH 21, 2023

From tracking prospects to recording sales interactions – teams can unlock incredible insights with a good Customer Relationship Management platform. But what happens once customers become clients? As such, those who successfully leverage comprehensive CRMs after purchase often reap powerful rewards!

CRM 75

CRM Sales Tips Customer Relationship Management 75

ChurnZero

AUGUST 14, 2020

At ChurnZero, we’re humble enough to admit that Customer Success software can’t do it all, and quite frankly, it shouldn’t. We stick to our circle of competence and focus on our area of expertise: Customer Success software. Not product management. Not product management. It’s Customer Success for us.

Software 87

Software Customer Success NPS Net Promoter Score 87

Kayako

JULY 22, 2022

In the context of customer perception, the sensory stage is how a customer feels moving through an experience with your brand as part of their customer journey. Apart from pricing strategies, customer relationship management strategies have a huge influence on customer perception too.

Net Promoter Score 280

Net Promoter Score Measurement Effort Score NPS 280

CloudCherry

OCTOBER 4, 2018

Together, a CRM + CEM can provide a well-rounded picture of what your customers are doing, and help to predict what they do next. Customer Relationship Management (CRM) software provides useful information such as the amount of money that a customer has spent, how long they have been a customer, or what they usually buy at your establishment.

CEM 249

CEM CRM NPS Analysis 249

CloudCherry

OCTOBER 4, 2018

Together, a CRM + CEM can provide a well-rounded picture of what your customers are doing, and help to predict what they do next. Customer Relationship Management (CRM) software provides useful information such as the amount of money that a customer has spent, how long they have been a customer, or what they usually buy at your establishment.

CEM 244

CEM CRM NPS Analysis 244

Amity

FEBRUARY 2, 2016

Editor’s note: This is a living document, and our goal is to update it regularly with the best resources around customer success. The Best Customer Success Resources of 2016. Surely, you are staying up to date on the latest customer success trends – did someone say “customer marketing”?

Resources 80

Resources Customer Success Customers Customer Retention 80

ClientSuccess

JUNE 22, 2020

One of the biggest breakthroughs of the last decade or so is CRM, or Customer Relationship Management platforms. These systems help account managers, salespeople, and executives report on, keep track of, and control client interactions throughout a customer lifecycle.

CRM 64

CRM Sales Tips Management 64

NICE inContact

AUGUST 1, 2019

Also, by concentrating on current customers, you can make the most of contact center interactions. This is critical, because unhappy customers inflict a high price, they: Result in fewer, or no, repeat sales Cost more to service – more time, resources and escalated calls.

Self Service 150

Self Service Contact Center Omni-Channel Loyalty Programs 150

GetFeedback

JANUARY 28, 2019

The best way to get context on your customers is by using the data you already have from your ongoing relationship. Usually, this is stored in a customer relationship management (CRM) tool, like Salesforce. So why not let frontline employees see individual customer responses from your NPS survey?

NPS 246

NPS Survey Net Promoter Score CRM 246

Totango

FEBRUARY 18, 2021

In this series, we will discuss a different integration that Totango offers to help harness the powers of all of your technology platforms into one dynamic customer success platform to improve your team’s efficiency and take your customer success to the next level.

CRM 72

CRM Customer Success System Sales 72

ClientSuccess

DECEMBER 7, 2020

Over the last few months, customer success teams – and the unique relationships they have with customer contacts – have been thrust into the spotlight of the SaaS world. Here is a quick primer on customer success software and why it’s so critical for CSM teams: 1.

Software 65

Software Customer Success eBook Metrics 65

ProProfs Chat

APRIL 17, 2020

Keeping that in mind, we’ve decided to help you learn the different metrics that would allow you to create effective strategies that not only gives you an edge in the market but also retain your existing customers. In this thorough guide, you’ll come across: Different SaaS customer success metrics. 1: Customer Churn Rate. #2:

Metrics 95

Metrics Measurement Customer Success Net Promoter Score 95

ClientSuccess

OCTOBER 10, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. Be yourself when trying to develop relationships.

Customer Success 70

Customer Success Management Chief Customer Officer Customers 70

Natalie Petouhof

AUGUST 18, 2015

There is a mobile customer relationship management company that is scaling fast. Abinash Tripathy, founder and CEO of Helpshift was quoted saying, “ I am extremely proud of Helpshift’s success thus far, and am excited about our future. Who Are Some of HelpfShift’s Customers? Why Is Helpshift so Important?

Customer Relationship Management 40

Customer Relationship Management CRM Customer relationships Management 40

CustomerSuccessBox

FEBRUARY 7, 2022

And it calls for customer success software which is a higher version of customer relationship management software – CRM, that is curated to gauge specific goals of driving success, and especially to cater to SaaS businesses. Brief on customer success management software.

Software 52

Software Customer Success Management CRM 52

ChurnZero

NOVEMBER 8, 2019

Serious About Customer Success? Now more than ever Customer Success is essential to the long-term success of your entire organization. Now more than ever Customer Success is essential to the long-term success of your entire organization. Your CRM is Not Enough!

CRM 63

CRM Customer Success e-support Chief Customer Officer 63

Gainsight

AUGUST 26, 2024

If your business were a superhero, a CRM and CSP would be its cape and mask—a powerful combo that helps you leap over obstacles, fight for customer success, and soar to new heights. Enter the super-duo of customer management systems: Customer Relationship Management (CRM) and Customer Success Platform (CSP).

CRM 52

CRM Customer Success Company Customer Relationship Management 52

Totango

JULY 19, 2022

How Your Customer Success Platform Can Replace Your CRM. How Your Customer Success Platform Can Replace Your CRM. Recurring-revenue businesses succeed by nurturing customer relationships over the entire lifecycle. Instead, you need a solution that is purpose-built for composable customer success.

CRM 96

CRM Customer relationships Customer Success Exercises 96

ClientSuccess

MARCH 2, 2021

This is especially true for Account Executives and Customer Success Managers – two roles that work extremely close with customers (and each other) and tend to be rolled into one when thinking about customer account management . eBook: Customer Success as a Culture: Sales Leaders Edition.

Customer Success 62

Customer Success Management eBook Metrics 62

ClientSuccess

JULY 30, 2020

Over the last few years, one platform – Customer Relationship Management (CRM) – has reigned supreme as the ‘must have’ solution for marketing, sales, and operational teams. Customer success is notorious for juggling multiple plates and projects in the air at once.

CRM 54

CRM Sales Customer Journeys Customer Relationship Management 54

Vonage

MAY 1, 2018

As Pinkham pointed out, many businesses are struggling to harness the knowledge and/or resources to capitalize on this new wave of innovation and data, and they are failing to break through to deliver the connected experiences that customers have come to expect. We’re competing against best customer experience [our customers] have ever had.”.

Banking 120

Banking Contact Center Customer Relationship Management Connections 120