Demand Generation

Customer Experience Best Practices For Growth

We put in so much time, fighting to push things across the finish line. Countless hours are devoted to marketing strategies and bringing in a sale, but what happens next? If you were to ask companies that do not utilize some kind of post-sale customer experience team why they don’t have one, most would answer that they’re trying to figure it out or that it’s not a priority.

Customer experience is incredibly important. However, it is viewed as a commodity rather than a necessity. Clients are consistently looking for personal outreach and humanity in their engagements. What if there was a way you could leverage those interactions into real growth, and not just account maintenance.

Account Identification

In marketing and sales, not all accounts are created equal. Some are tiered higher than others and require more work. In CX (Customer experience), we tend to train that “all accounts should be treated the same.” We want to create a seamless transition for onboarding so why not just have the clients go through a single roadmap?

While consistent onboarding isn’t a bad thing, tiering out your accounts from a customer experience standpoint can help your reps see more clearly where they should spend the bulk of their time. It goes without saying that you’d want to keep a top spending client active for as long as possible—shouldn’t that client be given more time and access to CX than others?

Identifying those accounts ahead of time and creating formulaic processes can help achieve this. The takeaway shouldn’t be to ignore your clients but to empower your reps to assist in top-tiered account growth alongside your sales team.  

  • What would your Customer Experience account tiers look like? How can you communicate that to your reps?

Suggestive Selling

While we don’t want the CX reps to handle renewals or up-selling what they manage, there’s something to be said to coach them to generate interest around those opportunities. Customer Experience should be a go-to for buyers to have direct access to help and get quick answers. However, this doesn’t mean CX should ignore the buying signals shown in conversations.

Sending along helpful content is designed to point the buyer toward a product or content that describes what it’s like to renew their software can seriously help set up the sales team in their outreach and conversations. Coaching your reps around how to identify potential needs and objections in their daily CX interactions can help push the straggling accounts back into the pipeline.

  • Do you have customer experience-centered content? If not, what content can be sent to your clients during the account maintenance phase?


If there’s one thing clients are constantly frustrated with, it’s new program on-boarding. So much of your CX team’s time is focused on how to nail down onboarding, and transition into successful product adoption, that it’s hard to find space to fit anything else in that process. What if the process was tailored not only to product adoption but also focus on the inevitable product renewal?

Making subtle changes to your onboarding, like talking about what the product looks like fully adopted, can help the conversations later down the line in the renewal cycle. Prepping your customers to hear more from sales is a nuance that takes time to learn, but it can help immensely once mastered. This also helps marketing retarget their customer marketing efforts more effectively. It’s always a plus when the client emerges from the onboarding wanting to hear more.

  • What points do you want your reps to highlight during the onboarding process? How can those points set up further sales and marketing discussions?

Account Data

We’ve all been there. Someone from a retail company’s customer service team reaches out to you for more information through a survey or a call. You walk through the process, which enables that company to leverage their intel to speak to you more directly.

This process can be done similarly in the B2B world. Your CX team becomes your front line once the sale is completed. Why can’t they also be your backline with data accuracy? As they communicate with their clients, you should empower them to gather compelling data to report back to the account holder or management. This data can help your marketing and sales teams personalize their outreach, resulting in better conversations.

  • How would your reps gather this additional data? What kind of data would be the most helpful?

With so many moving parts to the customer experience process, taking a revenue-focused approach isn’t an easy task to complete. In some cases, this could require a complete overhaul of the methods you have in place. However, in the long run, it can seriously impact your sales and marketing team’s success and push for more reoccurring ROI sooner rather than later. CX enablement is something all customer experience teams should focus on creating, which are some significant steps in doing so.

To learn more best practices in growing your clientele check out our whitepaper, “Expert Lead Generation Strategies for Driving MQLs!” To ensure that you’re sending your sales team the warmest leads possible, it’s best to have a strong MQL strategy in place.