Corporate Visions

JUNE 19, 2019

Instead, you need stories and skills specifically designed for customer expansion conversations to maximize your company’s ability to keep and grow your business. Work closely with Customer Success. Renewals and upsells require unique alignment between Marketing, Sales, and Customer Success organizations.

Acquisition 85

Acquisition Sales Sales Training Decision-making 85

Force Management

OCTOBER 13, 2022

When Sales and Delivery collaborate around a universal understanding of value, they are able to continuously add value for the customer and further improve the message. Implement a cadence for customer success teams to share proof points that demonstrate specific business outcomes attributed to your solution.

Stakeholders 109

Stakeholders Communication Value Selling Organization 109

DemandFarm

APRIL 17, 2025

Align Teams Around Expansion Strategy: Give sales, marketing, and customer success a clear view of where to focus efforts. Improve Cross-sell & Upsell Success: Uncover aligned products or services your client isnt yet usingbut should.

Account Growth 52

Account Growth Account Planning Prioritization Account Management 52

Zendesk

JANUARY 5, 2022

Engage leads with meaningful and informative sessions, network at booths, and offer access to relevant resources such as guides, ebooks, and more. For instance, a customer success representative is likely to attend a webinar on how to improve retention and prevent churn. Host educational webinars.

Publishing 105

Publishing Sales Media CRM 105

Insightly

FEBRUARY 25, 2022

Reduce churn and increase customer retention by showing you care about customer success, even after you’ve scored a sale. Analyze and visualize your customer journey. Study your touchpoint data to anticipate customer needs and eliminate frustrations. download an eBook, check out a blog post).

Logistics 98

Logistics CRM Stakeholders Media 98

Corporate Visions

AUGUST 16, 2018

Typically, customer success programs have to settle for using commercial content from the customer acquisition side, or improvise their own communications with a comparably limited budget. Despite all this, customer success has emerged as a key growth engine—a separate category that demands attention.

Acquisition 40

Acquisition Customer Success Profitability Communication 40

Corporate Visions

SEPTEMBER 21, 2018

What became clear from the research is that mastery of all the buying situations of the customer lifecycle calls for a fourth value conversation that addresses customer retention and expansion and helps marketing, sales, and customer success teams apply a dedicated strategy and structure to these critical buying situations.

Acquisition 59

Acquisition Negotiation Profitability Customer Success 59

PandaDoc

DECEMBER 13, 2018

Subscribe to get our most-popular proposal eBook along with other top content to help you close deals faster. The excitement from winning drives the entire business forward – from Marketing to Product to Customer Success. Join thousands of sales professionals.

Sales 83

Sales Onboarding Sales Environment Meetings 83

Hubspot Sales

JULY 1, 2019

A successful account-based approach requires cross-department coordination. Every team -- Sales, Sales Development, Marketing, Customer Success, Finance, Product, Engineering, and the C-suite -- must be aligned. While ABM is the most well-known term, TOPO CEO Scott Albro argues this definition is too limiting.

Stakeholders 100

Stakeholders Sales Finance Decision-making 100

SBI

FEBRUARY 8, 2018

Erroin: Customers that sign up with Conversica have a Customer Success Manager (CSM) and a Technical Account Manager (TAM) assigned to their team. Every customer has a kick-off call where the agenda for the launch and the roles for each team is explained. G2 Crowd, Salesforce AppExchange, and other software review sites.

Decision-making 55

Decision-making Account Management Customer Experience Software 55

SalesPop

JULY 9, 2021

Account management maintains customers beyond the basic SaaS approach, which only pays it “lip service” through a single Customer Success Manager. In this ebook we’ll go into considerable detail about account management. Yet account management still requires planning, resources, time and energy. Let’s get started!

Account Management 52

Account Management CRM Management Key Account Management 52

PandaDoc

FEBRUARY 28, 2025

A strategic revenue operations (RevOps) approach can help you optimize your end-to-end customer journey to maximize growth. Marketing, sales, and customer success departments are all aiming for a common goal: to drive revenue. Revenue retention : The amount of revenue retained from existing customers.

e-Learning 52

e-Learning Decision-making Finance CRM 52

Zendesk

APRIL 13, 2021

Personalization definition: Personalization is the act of using known information about a customer to tailor that individual’s experience or interaction with your brand. “I I look at personalization as adding familiarity for end users,” says Jason Maloney, a customer success executive at Zendesk. “As A typical lead capture form.

Advertising 93

Advertising Customer Experience eCommerce Software 93

SmartKarrot

JANUARY 5, 2021

The evolving field of Customer Success owes its origin and rapid rise to a passionate community of pioneers, proponents, and practitioners. Here’s our Top 50 Customer Success Influencers list celebrating those frontiersmen and women pushing the boundaries and making Customer Success the force that it is today.

Customer Success 21

Customer Success Leadership Customer Experience B2B 21

SBI

NOVEMBER 13, 2018

Lauren: Our website Resources library is a great one-stop shop for videos, customer success stories, best practices guide and other content that can help prospects learn more about Scheduler for Salesforce and its multiple use cases. eBook: Sales Scheduling Simplified.

Onboarding 55

Onboarding Meetings Sales Financial Services 55

Showpad

SEPTEMBER 12, 2019

Read our sales kickoff planning eBook but can’t remember all the steps? during a successful sales meeting. ? Use this kick-off meeting checklist as a resource to make sure you’ve crossed all the t’s and dotted all the i’s for your most impactful sales kickoff yet. ? Select a date and time for the event.

Sales 55

Sales Brainstorming Meetings Sales Training 55

Hubspot Sales

JUNE 5, 2019

Rapid testing: Channel partners let you experiment with new customer bases, products, packages, promotions, and/or marketing campaigns in a low-stakes environment. It’s also typically easier to bring on new partners than hire a new salesperson -- especially once you’ve created the program and worked out the kinks.

Sales 111

Sales Retail Onboarding Stakeholders 111

SmartKarrot

DECEMBER 2, 2020

Women in customer success are taking over the town and converting every milestone which was once considered as surreal. Customer Success as a niche is highly competitive and caters to a large volume of masses. Catherine Blackmore, GVP, Customer Success, Oracle Marketing Cloud. Source: Pexels.

Customer Success 17

Customer Success Customer Experience Leadership Profitability 17

Desired Path

MARCH 9, 2023

I wrote an article at the end of the year where I outlined my observations of how the pandemic affected companies in 5 key areas - Customer Engagement, Commercials, Employees, Customer Success Team, and Revenue. The pandemic was a forcing function for companies to be more customer-centric.

Sales 52

Sales B2B Customer Success Organization 52

SmartKarrot

JUNE 24, 2021

The customer success community is one where members look out for each other. We have compiled a list of all the customer success community resources to support folks in the industry looking out for help. Customer Success Forums. Customer Success Forum. Success Hub . contact-form-7].

Customer Success 17

Customer Success Leadership Onboarding Internet 17

Planview

JUNE 23, 2022

Are you connected to customer success to ensure adoption and retention? As TSIA mentioned in their in their Digital Hesitation eBook: [D]igital transformation really begins with business process transformation. Companies must “lean out” their customer experience and the organizations that support them. The Final Word.

Digital Transformation 52

Digital Transformation Digitalization Decision-making Leadership 52

Revegy

JULY 17, 2018

A strategic action plan effectively aligns activities to a defined set of goals and objectives which address key areas such as revenue, relationship, and customer success. Blog: How Oracle Empowers Customers by Simplifying Account Planning. eBook: The Field Guide to Account Based Sales Enablement.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

Planview

AUGUST 16, 2022

Optimized resource management is critical for delivering customer success and protecting profit margins. Enhanced Customer Experiences. Connected services organizations understand that today’s customers demand value to be delivered faster, and in smaller iterations.

Organization 52

Organization Digital Transformation Profitability Customer Experience 52

SBI

MAY 2, 2018

The Zilliant teams that they engage with during pre-sales, implementation, go-live, and even ongoing success stay connected. Every Zilliant employee from sales to solutions to customer success are experts at deploying AI software in B2B organizations. We put together a quick guide that you can download to learn more.

Profitability 55

Profitability eCommerce Artificial Intelligence Sales 55

SBI

MARCH 1, 2020

These resources are filled with trends, research, and best practices that will help your sales rep create better buyer experiences throughout the customer journey. Click here to bookmark this.

Sales Training 47

Sales Training Sales Investors Digitalization 47

Planview

JULY 22, 2022

To make an effective and future-proof digital transformation strategy, download the eBook Deliver Your Digital Transformation Strategy at Speed: Financial Services Edition. It’s impossible to ignore the rising need for digital transformation in your banking business.

Digital Transformation 52

Digital Transformation Banking Digitalization Construction 52

Showpad

OCTOBER 8, 2019

Marketing content like customer success stories, case studies, sales one-pagers, FAQs, eBooks, video testimonials, and whitepapers are Sales tools just as much as any high-powered automated tool or top-notch Sales coach.

Sales 45

Sales Software Software Co-Creation 45

SBI

DECEMBER 9, 2019

Watch the 5-minute webinar below, or view the full webinar here : Seismic’s customer success team was able to understand our needs and delivered above and beyond what we expected. There is no sales enablement vendor that comes close to matching the customer success resources of Seismic. Seismic Resources.

Digital Transformation 26

Digital Transformation Acquisition B2C Customer Success 26

Nutshell

JANUARY 14, 2020

For the record, Incredo recommends a compensation structure split 50/50 between base salary and commission, where a rep would get 10% of new revenue driven—but not ongoing subscription revenue, as it’s the job of customer success and marketing to prevent churn and retain customers.

Sales 127

Sales Software Software CRM 127

SmartKarrot

APRIL 20, 2020

are available on the subject of customer success. We have put together a list of the top 10 customer success books to help understand and learn more about this subject through the perspective of the thought leaders and experts in this field. Chief Customer Officer 2.0: The Startup’s Guide to Customer Success.

Customer Success 10

Customer Success Innovation Management Organization 10

SmartKarrot

FEBRUARY 12, 2021

The content is a mix of videos, articles, free audio books, ebooks, and podcasts. There are also free eBooks available online that will help translate complex information into simple notes. We put a lot of effort into creating stellar content in the field of customer success for B2B SaaS companies. SaaSMetrics.

Software 23

Software Software B2B Decision-making 23

SmartKarrot

MAY 13, 2021

Customer success means establishing a positive relationship with clients based on their needs that fulfils their goals. Customer Success for hypergrowth is a secret recipe that has effectively worked for multiple SaaS companies worldwide. Customer success can make a lot of difference in a SaaS company’s user retention.

Customer Success 10

Customer Success Acquisition Communication Innovation 10

SmartKarrot

SEPTEMBER 27, 2020

Customer success welcome email must start with a clear subject line. Many common content formats, such as infographics, videos, and ebook PDFs, have large file sizes. Imagine receiving a marketing customer success email with this subject line: Thank you for your patient hearing!!!! Begin with a clear subject line.

Customer Success 10

Customer Success Management Media Communication 10

PandaDoc

JANUARY 14, 2021

The following types of content can help you build and increase brand awareness: Social media posts Whitepapers and eBooks Infographics Blog posts Videos. It is crucial to value your customer’s feedback, opinions, and recommendations and give them exceptional customer service.

Decision-making 52

Decision-making Sales Media B2B 52

SmartKarrot

AUGUST 4, 2020

It’s a shift customer success teams are uniquely poised to capitalize on, but only if they develop the means to monitor and manage long-term client experiences. And while building a successful CS team can be overwhelming it just might be the single most important part of your business, which is driven by a customer success leader.

Customer Success 10

Customer Success Brainstorming Prioritization B2B 10

SmartKarrot

MAY 18, 2022

Coffee is the lifeblood of many customer success managers. A personalized mug is another amazing gift idea for customer success managers. The gift of peace and quiet is perfect for any customer success manager who spends their days in an open-plan office. An ebook reader loaded with their favorite books.

Customer Success 10

Customer Success Management Onboarding Prioritization 10

Hubspot Sales

MAY 22, 2018

Content Creation Templates - 100 social media image templates, 8 PowerPoint presentation templates, 50 call-to-action templates, 15 infographic templates, 5 ebook templates, 5 blog post templates, and more. This means that building a model for customer success should be central to your organization. Get Your Content Templates.

Finance 145

Finance Business Planning Small Business Investors 145