Upland

JULY 3, 2023

By leveraging the power of ChatGPT alongside established sales platforms like Altify, however, organizations can unlock new opportunities to drive revenue growth and build stronger customer relationships. How can sellers and customer service use ChatGPT with Altify? Having a discovery call with a customer?

Facilitation 195

Facilitation Customer Success Innovation Customer Experience 195

Strikedeck

JUNE 8, 2021

During Medallia Experience 21, experts presented five B2B customer success strategies that can drive long-term value. The post 5 Customer Success Strategies from Medallia Experience 21 first appeared on Strikedeck | Customer Success Platform.

Customer Success 59

Customer Success B2B Onboarding Customer Experience 59

Insightly

JUNE 22, 2021

If you don’t clearly present how your product or service solves specific customer needs, then marketing and selling your products will be a real challenge. . Why is time to value important for customer success? Customer success managers. Modern consumers are looking for value and solutions.

Customer Success 86

Customer Success Onboarding Customer Experience Meetings 86

Brooks Group

OCTOBER 14, 2024

By thoroughly understanding the customer’s situation, sales professionals can offer more relevant and effective solutions. This increases the likelihood of customer success and satisfaction. Storytelling Develop compelling customer success stories to share with prospects.

Emotional Intelligence 76

Emotional Intelligence Negotiation Sales Training Construction 76

Insightly

JUNE 21, 2021

If you don’t clearly present how your product or service solves specific customer needs, then marketing and selling your products will be a real challenge. A faster TTV is indicative you have a team that has made a commitment to continuously improve products and services; and gather, share, and act on customer data as soon as possible.

Customer Success 72

Customer Success Onboarding Customer Experience Meetings 72

Corporate Visions

JANUARY 23, 2020

Is your quarterly business review format putting your customer relationships at risk? Once your prospect becomes a customer, you might focus on typical customer success drivers, like getting your customer to adopt and love your product, or to stay engaged through check-ins and quarterly business reviews.

Customer Success 120

Customer Success Decision-making Account Strategy Account Management 120

Hubspot Sales

SEPTEMBER 15, 2020

What steps and strategies should you employ to ensure that you nail your quarterly presentation? It's important to distinguish sales QBRs from customer success QBRs. The latter is conducted with customers as opposed to internal management. You want your presentation to be thorough and trustworthy.

Sales 133

Sales Prioritization Meetings CRM 133

Upland

JUNE 7, 2023

A typical sales process includes stages like prospecting, qualification, needs analysis, solution presentation, negotiation, and closing. It provides a roadmap for sellers to follow, ensuring consistency and efficiency in their approach.

Sales 195

Sales Negotiation Decision-making CRM 195

Zendesk

OCTOBER 13, 2023

So too can businesses create their own playbook and implement it into their customer success strategy. Customer success playbooks provide step-by-step instructions that outline the best practices for achieving specific goals. What is a customer success playbook? What is a customer success playbook?

Customer Success 52

Customer Success Onboarding Customer Life Cycle Customer Experience 52

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Account Manager Tips

NOVEMBER 29, 2022

Customer Success. Customer success is focused on working proactively in partnership with customers to help them get more value out of your solutions over time. check out Grow Gain Retain Customer Success Community) Change industries. Move into leadership roles Business Development or Sales.

Key Account Management 130

Key Account Management Account Management Management Procurement 130

SBI Growth

AUGUST 18, 2021

While we all know the last 18 months have presented innumerable challenges, they have also highlighted how some individuals can thrive in digital or remote environments, flipping the script on the competencies many sales leaders thought were tried-and-true in their world.

eCommerce 117

eCommerce Digitalization Customer Success Sales 117

Brooks Group

APRIL 17, 2025

Manage Accounts Proactively Track each customers satisfaction level via regular check-ins and reviews so you can address potential issues before they become problems. Strengthen Customer Success Dedicate resources to ensure customers achieve their desired outcomes with your product or service.

Supply Chain 52

Supply Chain Sales Training Sales Suppliers 52

Hubspot Sales

AUGUST 21, 2020

You may have stumbled across our other posts on relationship selling , social selling , and organizational selling , but today I present to you: outcome selling. With the customer at the forefront of every decision, you’ll shift your perspective to prioritizing customer success. Present your outcome story.

Prioritization 138

Prioritization Decision-making Customer Knowledge Meetings 138

Desired Path

AUGUST 5, 2020

Companies continually look for ways to improve how they drive customer success. The pandemic has disrupted business like never before and companies are paying extra attention to customers, especially as new business pipelines have significantly diminished. People have many questions about how to handle this.

Customer Success 52

Customer Success Telecommunications Value Proposition Healthcare 52

Desired Path

AUGUST 5, 2020

Companies continually look for ways to improve how they drive customer success. The pandemic has disrupted business like never before and companies are paying extra attention to customers, especially as new business pipelines have significantly diminished. People have many questions about how to handle this.

Customer Success 52

Customer Success Telecommunications Value Proposition Healthcare 52

Desired Path

AUGUST 5, 2020

Companies continually look for ways to improve how they drive customer success. The pandemic has disrupted business like never before and companies are paying extra attention to customers, especially as new business pipelines have significantly diminished. People have many questions about how to handle this.

Customer Success 52

Customer Success Telecommunications Value Proposition Healthcare 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Hubspot Sales

MAY 26, 2020

When presented to prospects, one-to-one battle cards are better further down the pipeline, when prospects have narrowed their options down and need to get into the nitty gritty about which solution is the one for them. Customer Success. Download this Template. Do Your Research. Sales Enablement. Competitive Intelligence.

Sales 119

Sales Customer Success Media Organization 119

Desired Path

OCTOBER 21, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. What are you doing to help your employees and customers deal with ambiguity and stress?

Customer Success 52

Customer Success Onboarding Remote Working Meetings 52

Desired Path

OCTOBER 21, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. What are you doing to help your employees and customers deal with ambiguity and stress?

Customer Success 52

Customer Success Onboarding Remote Working Meetings 52

Desired Path

OCTOBER 21, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. What are you doing to help your employees and customers deal with ambiguity and stress?

Customer Success 52

Customer Success Onboarding Remote Working Meetings 52

Upland

JULY 10, 2023

This way, your sellers can gain such a comprehensive and holistic view of their accounts that they can even present customers and prospects with solutions to problems they themselves weren’t aware of. No view into who the key players are and who holds the power Selling to the enterprise has grown more complex.

Decision-making 195

Decision-making B2B Account Planning Software 195

Insightly

JUNE 21, 2021

If you don’t clearly present how your product or service solves specific customer needs, then marketing and selling your products will be a real challenge. A faster TTV is indicative you have a team that has made a commitment to continuously improve products and services; and gather, share, and act on customer data as soon as possible.

Customer Success 52

Customer Success Onboarding Customer Experience Meetings 52

Mike Kunkle

OCTOBER 8, 2023

This strategic approach goes beyond conventional departmental boundaries, breaks down silos, and encompasses product, marketing, demand generation, sales enablement, and the encompassing realm of customer experience (whether it goes by customer support, customer success, customer service, or a combination of these).

Customer Experience 304

Customer Experience Profitability Decision-making Marketing 304

DemandFarm

NOVEMBER 27, 2024

“We know the entire journey of this customer, thanks to sales and marketing,” said no customer success manager, ever. The traditional silos between marketing, sales, and customer success is a recipe for disaster. Often, marketing effectiveness suffers due to misalignment with sales or customer success.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

Jermaine Edwards

MAY 27, 2020

Despite this, you can be the expert on delivering results for your customers. To do this doesn’t require you knowing everything about the customer. It requires you understanding the things that matter most and that influence your customers success. Know your customer risks.

Key Account Management 195

Key Account Management Account Management Innovation Suppliers 195

Account Manager Tips

JANUARY 22, 2022

Present a limited number of choices. A study by The Centre for Decision Sciences found participants are more committed to their decisions when options are presented at once. Reassure your client that the options you've presented will all work well for them. Help them build and present the business case.

Decision-making 130

Decision-making Key Account Management Account Management B2B 130

Corporate Visions

DECEMBER 12, 2019

These four Sales Enablement trends present a glimpse into the future of your organization. Customer Success Emerges as a Growth Engine. Analysts estimate that 70-80 percent of the average company’s annual revenue now comes from existing customers. Whatever choice you make, these trends presents a glimpse into your future.

Acquisition 90

Acquisition Decision-making Sales B2B 90

Hubspot Sales

MARCH 6, 2018

A typical stage of many sales processes is to run a formal presentation or demonstration of what is being sold. The presentation should be tailored to meet the prospect's unique use case and pain points. What are the steps of a sales process? Research/evaluate. The common stages of the sales process include: 1.

Sales 145

Sales Negotiation Advertising Publishing 145

Upland

MAY 22, 2024

Strong relationships allow sales reps to have open conversations, delve deeper into customer challenges, and uncover hidden needs that data might miss. Building Trust and Advocacy Presenting whitespace opportunities can sometimes feel like upselling, which can be met with resistance.

Artificial Intelligence 195

Artificial Intelligence Media Prioritization Key Account Management 195

Zendesk

NOVEMBER 28, 2022

This focus on building customer relationships has been a mainstay over the years and continues to be. Change, iteration, and evolution are ever-present, but the beliefs that Zendesk was founded upon remain core to the company’s DNA.

Investors 98

Investors Innovation Customer Experience Software 98

Sales Gravy

NOVEMBER 20, 2023

This knowledge allows account managers to align their offerings with the client's goals and present solutions that genuinely resonate with their needs. Successful account management often involves collaboration with customer success and support teams.

Account Management 111

Account Management Management Client Relationships Business Growth 111

Upland

AUGUST 29, 2023

Then, you can present your own solution and how it perfectly addresses their pain point. A clear roadmap outlining upcoming features and enhancements can showcase the commitment of the SaaS provider to product development and customer success. Present your advantages transparently.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195

SBI

JULY 26, 2018

Orrin: The Modus sales enablement solution saves sales reps time and helps them make better presentations. Custom-branded professional sales presentations look terrific! AI-enabled virtual assistant combines customer information and recommended media. Automatic updates to CRM via integration to save time.

Procurement 38

Procurement Sales Digital Transformation Media 38

KAM With Passion

MARCH 17, 2022

Complex sales is about generating and winning opportunities and acquiring new customers in a B2B (private) or B2G (public/government) environment where different stakeholders are involved on the buyer’s side and the solution is partially or totally co-constructed with the customer. Unfortunately, this happens very often.

Key Account Management 130

Key Account Management Account Management Co-Creation Global Accounts 130

Outbound Engine

JULY 26, 2020

With that in mind, our super organized customer success team gathered a list of their favorite apps to keep you organized. Google Docs has all of your essential office suite components (word processing, presentations, spreadsheets, etc.), Create and share spreadsheets and presentations in addition to documents.

Organization 110

Organization Internet Small Business Meetings 110