4 Ways Customer Success Can Increase The Close Rate of Upsells

Increasing Close Rate of UpsellsSo, you’ve already designed your success milestones with our handy checklist. This has illuminated the path to qualifying more customers for an upsell. Now your question is- how can I increase the close rate for these customers?

As a CSM, you remain a big part of the conversation. Here are some ways customer success can get involved with the upsell to vastly improve the success rate.

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[New Offering] Announcing A Free Slack-Salesforce Integration, Powered by Azuqua

IntegrationHeader_SalesforceSlack 2Stay up-to-date with Salesforce activity in your Slack inbox.

Announcing a powerful, free integration between Salesforce and Slack, powered by the Azuqua engine.

Use the app to automate a Slack message the instant a field is changed in Salesforce. This means you can send a message whenever:

  • a new lead is assigned to you
  • a Salesforce record is updated
  • a new lead is created

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3 Ways CSMs Can Increase Your Upsell Opportunities

Increase Upsell Opportuntiies (2)You only improve what you’re measuring, and upselling is no different.

In order to increase your upsell opportunities, consider your most profitable customers. What characteristics do they have in common? If you don’t know, ask your customer success team, as they are most heavily involved in your customer’s outcomes.

Here are three ways to codify these characteristics into achievable success milestones. Your CSM’s job should be to nurture your customers towards reaching these milestones. By doing so, you will demonstrate your product’s value, promote long-term success, and ripen your customer for the upsell.

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Automated Conditional Notifications and Reminders for Smartsheet

Ensure that your projects move smoothly and with greater effectiveness when notifications are sent and received on time.

Using Azuqua, you can build workflows that automate these notifications in real time and ensure you have an efficient, scalable and customizable solution.

Using Azuqua + Smartsheet, you can automate targeted notifications and alerts in real time.

In Smartsheet, when a user makes an update, Azuqua can automate the sending of notifications in real time. User initiated tasks can be, but are not limited to the following:

  • New Row added to a sheet
  • Update to a cell in a particular column
  • Any update to a row in Smartsheet
  • New comments added to a row

And more….

Stop performing manual tasks and join the many who have taken that next step and turn your company into a more responsive and effective enterprise today.

Dynamic Lookup and Automated Copy-Paste for Smartsheet

Eliminate repetitive manual tasks and turn on greater user efficiency across sheets.

Using Azuqua you can build automated workflows to perform this lookup and copy-paste functionality enabling you to spend more time on value added activities.

With Azuqua + Smartsheet you can automate lookup of data from one or many sheets and copy-paste the located data to the desired locations.

In Smartsheet, when a user makes an update, Azuqua can automatically use the data from that row to locate matches to that data in one or multiple different sheets. If a match is found Azuqua can copy-paste that data back into the sheet where the update occurred. User initiated tasks can be, but are not limited to the following:

  • New Row added to a sheet
  • Status changes from a dropdown list
  • Values changes to any cell of a row

And more…

Stop performing manual tasks and join the many who have taken that next step and turn your company into a more responsive and effective enterprise today.

Automated Timestamp Logging for Smartsheet

Automate the capturing of timestamps at the start and end of tasks in Smartsheet to make your projects auditable.

Use these timestamps to calculate and gather the time-to-completion for tasks enabling you to then use that information for benchmarking, reporting, budgeting and resource allocation.

In Smartsheet using Azuqua, when a user initiates a task or marks a task as done, Azuqua can automatically log that time event for you. User initiated tasks can be, but are not limited to the following:

  • New Row added to a sheet
  • A checkbox being ticked
  • Status changes from a dropdown list
  • Changes in color symbols or picklist options
  • And more…

Stop performing manual tasks and take that next step and turn your company into a more responsive and effective enterprise today.

Build a workflow between Smartsheet + Gmail + Slack in less than a minute

With Azuqua, you can automate sheet management tasks, synchronize data across multiple sheets, and integrate Smartsheet with other applications like Gmail and Slack.

This video will show you how to build a workflow between Gmail, Smartsheet and Slack in less than a minute. When a label of “Customer Success” is applied to an email, this triggers a workflow that can update a tracking sheet. Then the workflow will send a notification via Slack to the Customer Success group in your organization.

Make Smartsheet work harder for you in less than a minute. Try it for free.

Build a workflow between Salesforce and Smartsheet in less than a minute

With Azuqua, you can automate sheet management tasks, synchronize data across multiple sheets, and integrate Smartsheet with other applications like Salesforce.

When an opportunity in Salesforce is updated as “Closed Won”, Azuqua can create a new project request in Smartsheet. With Azuqua, you can automatically create items like new workspaces, project sheets, or folders that include relevant data from the Salesforce opportunity.

This quick video will show you how to build a workflow between Salesforce and Smartsheet in less than a minute.

Make Smartsheet work harder for you in less than a minute. Try it for free.

Build a workflow between Smartsheet and JIRA in less than a minute

Make Smartsheet work harder for you in less than a minute.

With Azuqua, you can automate sheet management tasks, synchronize data across multiple sheets, and integrate Smartsheet with other applications like JIRA. We’ll enable and synchronize a tiered escalation process, with a workflow that triggers the creation of new bug issues in JIRA, based on a status change in Smartsheet. The workflow will also trigger timestamp of when the bug escalation occurred. This will allow us to keep both Smartsheet and JIRA up to date as changes are made to either record.

This video will show you how to build a workflow between Smartsheet and JIRA in less than a minute.

Make Smartsheet work harder for you in less than a minute. Try it for free. Sign up for your free Azuqua trial now.