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Lead scoring for existing customers: Best of the MarTechBot

Martech

Prompt: Can I use lead scoring for existing customers? Answer: Yes, lead scoring can be used not only for new leads but also for existing customers. This allows you to identify high-value customers who may be more likely to make additional purchases or become advocates for your brand. Please use simple language.

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From Service to Sales: How Field Service Can Drive Revenue Growth

Salesforce

Field service can help drive revenue growth by selling to your existing customers, also called upselling or cross-selling. We’ve found that 65% of mobile workers are successfully selling to existing customers. Let’s dig into each of these best practices for upselling and cross-selling in field service.

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Supercharging your business: How the right CRM can up level your sales and customer experience game

PandaDoc

CRM, short for customer relationship management, is an approach to managing customer data that helps you maintain close relationships and drive better results. The right CRM puts your customers first, streamlines collaboration, and provides a single source of truth, updated in real-time. Ready to level up with CRM?

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The Top Customer Success KPIs to Measure

Gong.io

For SaaS and subscription businesses, customer success is a key revenue driver. Closing new contracts is important, but retaining and increasing revenue from existing accounts is crucial for maintaining and growing ARR. So, how exactly do you measure if a customer is “successful” (and what does that even mean?). Onboarding.

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Customer Retention Playbooks 101: Building a Structured Approach to Keeping Customer Happy

Sales Hacker

While the link between retaining customers and profitability is pretty well understood, most companies still approach customer retention with piecemeal initiatives. When customers say: “ We are not getting the outcomes we expected ”. “ Too often contract cancellation (or non-renewal) comes as a surprise, but it never should.

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How to boost sales strategy with a deal desk

PandaDoc

Their cross-functional expertise enables them to create proposals tailored to customers’ needs. A deal desk identifies upsell and cross-sell opportunities for existing customers by analyzing past deals and current contracts, and tracking renewal dates.

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Lessons on Scaling Customer Success from $1M to $300M in ARR with Success Venture Partners

SaaStr

Customer success is all about outcomes. What does NRR have to do with customer success? PST — Former VP of Customer Success and current founder and Managing Partner at Success Venture Partners, John Gleeson, shares his lessons learned scaling customer success from $1M to $300M in ARR. Get more new customers.