SmartKarrot

OCTOBER 10, 2023

Customer success has evolved significantly over the past decade. As businesses strive to provide unparalleled user experiences and support, personalizing your customer success playbooks has emerged as a pivotal strategy. When customers recognize this effort, they are more likely to reciprocate with loyalty.

Customer Success 10

Customer Success Communication Onboarding Prioritization 10

Customer Think

MARCH 15, 2023

A Chief Customer Officer playbook is a sports analogy for what needs to be done to win the game: maximum customer lifetime value. Playbooks are pivotal to the success of all team sports: football and soccer, baseball and cricket, basketball and volleyball, hockey and lacrosse, rugby and rowing, NASCAR pit crews, and so on.

Leadership 105

Leadership Management Customer Experience 105

SmartKarrot

SEPTEMBER 28, 2023

Customer renewals are the benchmark for successful customer relationships and the cherry on top of every business’s revenue sundae. This blog is a playbook for successful customer renewals; it provides steps for you to organize your efforts in ways leading to successful customer renewals.

Decision-making 10

Decision-making Customer Success Onboarding Advertising 10

Sales Outcomes

MARCH 4, 2024

Business leaders expect their sales and marketing organizations to effectively execute the critical motions for the success of the go-to-market plan. In a complex sales environment, team selling is THE SPORT, so the sales playbook aligns the team on what to sell, whom to sell it to, and how to sell.

B2B 52

B2B Marketing CRM Sales Environment 52

SmartKarrot

SEPTEMBER 27, 2022

Every company looks to retain its customers as much as possible. This calls for a highly effective and functioning customer success strategy that focuses on customers and their journeys. Customer success teams need to choose data-driven and intelligent strategies to ensure customers meet their goals.

Account Management 10

Account Management Customer Success Management Onboarding 10

Arpedio

MARCH 26, 2024

In today’s competitive business landscape, the role of pre-sales strategy in driving business success cannot be overstated. It serves as the foundation for establishing strong customer relationships, understanding market dynamics, and ultimately closing deals that drive revenue growth. What is a Pre-Sales Strategy?

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

Customer Think

MAY 8, 2023

Chief Customer Officer strategy varies widely, with a mix of defense and offense playbooks. Defensive plays in customer experience management (CXM) are in Service, Loyalty programs, Net Promoter System, and closed-loop Voice of the Customer (VoC).

CXM 78

CXM Onboarding Account Management Customer Experience 78

PartnerTap

FEBRUARY 20, 2024

We know that the old sales playbook no longer works and sales transformation is a top priority in 2024. The modern sales playbook must include all the other vendors, suppliers, and partners influencing your sales deals and make it easy for your sales reps to engage those individuals across companies that already have the trust of your buyers.

Leadership 52

Leadership Suppliers Sales CRM 52

PartnerTap

FEBRUARY 12, 2024

2024 is the year companies admit the old sales playbook is broken and invest in sales transformation. Companies that don’t modernize their sales playbooks won’t survive. We also have an 11-Step Co-Selling Transformation Playbook to help enterprises get their sales transformation right. But only if you do it right.

Sales 52

Sales Decision-making B2B Suppliers 52

SmartKarrot

APRIL 15, 2020

“Playbook” has become a significant buzzword in the customer success management circles in the last couple of year but what do they really mean and how do we go about defining playbooks that make sense for our businesses. Let’s look at how to design your Customer Success playbook.

Customer Success 10

Customer Success Procurement Construction Onboarding 10

Xant

JUNE 16, 2021

The systematic element of sales allows sales teams to track progress and repeat successes with the knowledge of what activities are working with customers and what activities are wasting reps’ time. They follow leads through to close and sometimes cover customer renewals in CS. Rev Ops: Sales Success is Our Success.

CRM 105

CRM Sales Prioritization Decision-making 105

SmartKarrot

JUNE 9, 2020

Customer success is one of the hot topics for SaaS companies now a days. If you will look closely, all the phases in a customer lifecycle have their own unique challenges and best practices. In this article we are going to focus on the first phase – customer success onboarding. Aspects of your playbook.

Onboarding 10

Onboarding Customer Success Stakeholders Decision-making 10

Zendesk

FEBRUARY 27, 2024

AI is radically transforming the world of customer service, and at Zendesk Relate , you’ll gain insights and best practices to lead your organization through this next wave of transformation successfully and make your business ready for AI-first service.

Digitalization 59

Digitalization Customer Experience Organization 59

Nutshell

MARCH 19, 2024

Get 70+ expert strategies for sales management success in our Sales Manager’s Survival Guide. Higher customer retention rates: With your uber-productive sales reps on the job, your customers will have a more enriched customer experience, instilling trust and loyalty. DOWNLOAD Ready to become a better sales leader?

CRM 71

CRM Sales Software Software 71

SmartKarrot

MAY 14, 2020

With the evolution of the information age, specially in the last 5 years, where knowledge about any field is at fingertips, the competition for keeping the customers loyal to your brand has increased rapidly. It was during the 1980’s when the concept of call center was introduced to give post-sale support to the customers.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Software 10

PartnerTap

FEBRUARY 21, 2024

Because companies are realizing the old sales playbook is broken and finally making sales transformation a top priority in 2024. Sales teams already have their CRM system as their system of record for customers and internal sales processes. PRM and CRM systems were never designed for this type of cross-company collaboration.

CRM 52

CRM B2B Leadership Digitalization 52

Xant

JUNE 30, 2021

The partnership enables EXL to leverage XANT’s Playbooks solution and XANT Intelligence on prospects and customers to create and take to market an AI-driven lead qualification and inside sales solution to their customers. Data, analytics, and AI capabilities have become integral for success in the sales and marketing space.

Transportation 81

Transportation Logistics Digital Transformation Insurance 81

Customer Think

FEBRUARY 14, 2023

Traditional customer success processes and playbooks are outdated and not working well. There’s no way to sugarcoat this. The good news is that AI and Generative AI in particular is here. B2B businesses that want to grow efficiently in 2023 will need to join the early adopters or they will be left behind. Let me […]

B2B 59

B2B Customer Success 59

Hubspot Sales

APRIL 1, 2024

Some B2B tech giants who’ve seen success for a decade or more. They have access to a wealth of information online, from product reviews and customer feedback to detailed product specifications and pricing information. Social selling is a newer approach that is quickly moving from the experimental category to a key strategy for success.

CRM 80

CRM Sales Environment Leadership B2B 80

Xant

MARCH 3, 2021

Our customer conference—NEXT 2021 is just around the corner and we think you should be there. How can you use Playbooks to help you thrive? Trey McCall will unveil some of the exciting tactics he’s implemented at Ping Identity to engage customers differently. NEXT isn’t just any virtual conference. Convinced yet?

Digital Transformation 94

Digital Transformation Digitalization Marketing Sales 94

Zendesk

NOVEMBER 14, 2022

Analyst firm IDC’s recession playbook for IT investments, “Navigating Through the Storms of Disruption,” found that 72 percent of IT executives believe a recession is coming, and 40 percent of respondents from North America believe we are already in one. Customer expectations won’t change. Customer expectations won’t change.

Supply Chain 98

Supply Chain Decision-making Banking Meetings 98

PartnerTap

FEBRUARY 20, 2024

As outlined in The Sales Transformation Imperative in 2024 , companies realize they need a new sales playbook to support modern buyers and win deals with more complex dynamics. At PartnerTap, we help our customers get through these reviews and address all their concerns up front.

Sales Leadership 52

Sales Leadership Leadership Sales Communication 52

Xant

APRIL 7, 2021

Customers should feel safe interacting with your reps and know that their information is secure. Building a culture of security for your customers and consistency for your team starts with compliance. Not to mention, it’s a turn-off to current and potential customers. That’s where Playbooks comes in. Call Compliance.

CRM 58

CRM Digitalization Management Sales 58

Xant

MAY 20, 2021

We create similar guided experiences for our customers on Playbooks , and we do it in ways that are unique for sales engagement. That’s where Playbooks lives. The way we approach integrations on Playbooks amplifies the investments you’ve already made in CRM. Works Out of the Box with Your Customized CRM Setup.

CRM 77

CRM Prioritization Digitalization Facilitation 77

Brooks Group

MAY 17, 2022

Just return to your 2020 playbook. That dried up almost overnight which made us stop to really evaluate how we could be of service to our customers (whether we could charge for it or not). We analyzed how people were interacting with our new content to give rise to entirely new paid workshops that customers were excited to buy.

Supply Chain 87

Supply Chain Co-Creation Facilitation Sales 87

Hubspot Sales

SEPTEMBER 6, 2023

But being busy doesn’t leave time for thinking strategically, nurturing customer relationships, or making sure your team has everything they need — especially if your company is growing at lightning speed. The tool they built ended up being such a huge success that the founders pivoted the agency to focus on the platform.

Sales 104

Sales Onboarding Prioritization Profitability 104

Sales Outcomes

FEBRUARY 28, 2022

Business leaders expect that their sales and marketing organizations will effectively execute the critical motions for go-to-market plan success. In a complex sales environment, team selling is THE SPORT, so the sales playbook aligns the team on what to sell, whom to sell it to, and how to sell. ” — John Wolfgang von Goethe.

B2B 52

B2B Marketing CRM Sales Environment 52

SBI Growth

JANUARY 28, 2020

We have launched and transformed several Customer Success teams. To effectively execute on this, we develop the talent profiles, build playbooks for the team, and design. Typically, for new teams, the focus should be on onboarding, value messaging, and renewals.

Customer Success 113

Customer Success Onboarding Management Account Management 113

Hubspot Sales

JULY 6, 2021

As revenue generation is dependent on the customer, a CRO also maintains a customer-first mindset and makes strategic decisions based on their needs. The two roles may work together to develop sales playbooks and set goals and KPIs, but the CRO would bring in insight from other departments based on RevOps knowledge.

Decision-making 118

Decision-making Value Proposition Stakeholders Advertising 118

SalesGlobe

SEPTEMBER 12, 2023

Over years of working with strategic account teams, SalesGlobe developed the Aspirational Account Planning method to help teams understand the customer story, define aspirations, become better customer problem-solvers, and dramatically increase sales results. Aspirational Account Planning is a way of thinking: Big with the customer.

Account Planning 52

Account Planning Procurement Decision-making Manufacturing 52

Sales Outcomes

MARCH 21, 2022

Cross-selling is one of the most effective ways to increase revenue because it’s easier to sell to existing customers than new ones. Sourcing additional revenue from a new customer depends on how your organization can provide the customer with more value. Cross-selling without a playbook 2. It’s a no-brainer.

B2B 52

B2B Prioritization Profitability Organization 52

SmartKarrot

JUNE 10, 2020

The first 30 days are very crucial in any given business, especially for you as a customer success manager. Next move to explore the customer’s persona and strive to know more about the target audience that you will be catering to. By the end of the 90 days, you should have a fair enough idea about the whole 30-60-90 playbook.

Customer Success 10

Customer Success Management Brainstorming Prioritization 10

Xant

JUNE 16, 2021

The systematic element of sales allows sales teams to track progress and repeat successes with the knowledge of what activities are working with customers and what activities are wasting reps’ time. They follow leads through to close and sometimes cover customer renewals in CS. Rev Ops: Sales Success is Our Success.

CRM 52

CRM Sales Prioritization Decision-making 52

Insightly

JULY 23, 2023

Customer success (CS) is a commonly-used phrase in business today, often confused with customer experience and customer service. Customer service is responding to customer needs and concerns via various communications channels such as phone, chat, email, and forums. This can also be called customer support.

Customer Success 52

Customer Success Customer Experience B2B Onboarding 52

Xant

APRIL 15, 2021

Here’s what we learned about the top sales organizations and what they’re doing to drive success. CRM and sales engagement (like Playbooks) will better guide SD reps’ time and activities. Playbooks by XANT includes the tools sales development teams need to be successful in 2021. A lower AE/SDR ratio has other benefits.

Sales 110

Sales Decision-making Organization Innovation 110

Help Scout

APRIL 27, 2021

In that spirit (although I hope your power is quite stable), I started thinking about the great customer experience (CX) books I’ve read. Outside In: The Power of Putting Customers at the Center of Your Business”. Outside In ” is required reading for anyone interested in customer experience.

Customer Experience 118

Customer Experience Retail Brainstorming Publishing 118

Hubspot Sales

MARCH 19, 2022

Creating a healthy, effective goal-driven sales environment is vital for long-term success and employee satisfaction. For instance, perhaps your team's goals include increasing brand loyalty, reducing customer churn, and creating a more positive customer experience. But first — what is a goal driven sales environment?

Sales Environment 118

Sales Environment Sales Prioritization Organization 118