Customer Success teams are rarely given the resources afforded to their counterparts on the Sales & Marketing teams, even though they’re responsible for nurturing the client relationship to ensure they successfully adopt the product and are satisfied with the purchase.
Intent data can provide unique insights for Customer Success teams to help them minimize client churn, while identifying opportunities for upselling new products.
Shortlister’s Buyer Intent tool can show your team when existing clients are researching the products you offer and if they’re researching your competitors.
When current clients start research competitors, it’s a clear signal they’re looking for alternative solutions, or at least planning a “market check”. Proactively reaching out to clients exhibiting this behavior allows you to engage promptly and minimize churn.
Research shows the probability of closing a sale with an existing customer is 60-70%, as opposed to 5-20% for a new prospect!
Intent data also helps Customer Success teams identify opportunities for revenue expansion, by providing insight into additional products your client may be interested in, but doesn’t yet purchase from your organization.
Shortlister’s Buyer Intent tool shows you the exact products your client is researching on Shortlister’s website, signaling an upsell opportunity.
Shortlister Connect is a tool specifically designed to be utilized by the HR and Procurement/Sourcing teams within mid-size, large and jumbo employers. Shortlister Connect allows these teams to efficiently research & identify their optimal vendor partners, track existing vendor relationships & performance and “connect” with other employers to share successes and vendor experiences.
If you are not on the HR or Procurement/Sourcing team within an employer with over 200 employees, you will not be granted access to Connect. Examples of individuals that would not be granted access include, but are not limited to: vendors, students, practitioners, researchers, other non-employers or anyone that is unwilling to identify themselves will not pass our vetting criteria. If you are a consultant, Shortlister offers a specialized product for consultants, called Shortlister Select. You can email Tom Ciccotti at tciccotti@myshortlister.com to learn more about Shortlister Select.
***Shortlister retains the exclusive right to grant or deny access to any party to ensure the privacy of the vendors in our system.
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