Teams : Expand

Account Management Process & Skills

How effective are your sales and customer success teams in driving expansion through account management?

SOAR provides account management skills and process focused on value creation and realization.

Upsell Playbooks

Do you have the desired upsell and expansion selling results?

SOAR creates clarity and scalability through upsell playbooks. Playbooks include upsell process and plays, roles, responsibilities, handoffs, and timing.

Expansion Value Messaging Playbooks

Do your customers clearly understand the value of expanding their relationship with your company?

SOAR creates clarity and scalability through expansion value messaging playbooks.

Upsell Skills Training

How effective are your sales and customer success teams in driving upsell?

SOAR builds effective upsell skills across your sales and customer success teams.

Customer Value Realization and Capture Playbooks

Do your customers recognize the value your organization is delivering?

SOAR value realization and capture playbooks support customer success teams in positioning value delivered.

QBR Process & Playbook

How effective is your customer success team in executing quarterly business reviews (QBR)?

SOAR creates high impact QBR processes and playbooks to drive effective customer engagement.

Customer Value Model and Assessment

Do your customers recognize the value your organization is delivering?

SOAR value realization, value assessment, and capture playbooks support customer success teams in positioning value delivered.

Customer Success Skills Training

Do your customer success teams have the skills to create a high impact customer engagement?

SOAR customer success skills training builds effective skills to drive high impact customer engagement.