CONVERT CUSTOMER RETENTION INTO REVENUE GROWTH
Retention alone isn’t enough anymore. Equip your customer success and renewal teams to uncover hidden opportunities, have real business conversations, and expand customer value. It costs 80% less to grow existing accounts than to acquire new ones, so let’s help your team do it confidently.
Train your customer success reps to:
- Uncover customer needs and expansion opportunities
- Lead value-driven business conversations that deepen relationships
- Position renewals and upsells as natural next steps
- Handle objections with confidence and empathy
- Strengthen long-term retention and satisfaction
When CSMs build these skills, teams see:
- Higher renewal and expansion rates
- More proactive, strategic customer engagement
- Stronger client relationships and advocacy
- Increased lifetime value and account growth
CHOOSE YOUR OWN ADVENTURE
Whether you’re a solo seller, a frontline manager, a fast-growing sales org, or an enablement team building your own program, every Factor 8 solution blends interactive eLearning with live coaching, workshops, and tools so you get training that sticks.
Best for: sellers, managers, or teams with more bandwidth than budget.
- 40+ interactive, role-based eLearning courses for reps and managers
- Scripts, templates, coaching guides, and call recordings built in
- Real-world examples and interactive practice
- New training resources added regularly
Best for: small teams (under 10) needing ongoing skills coaching.
- On-demand courses paired with live group coaching
- Call grading and skill development from Factor 8 experts
- Manager involvement and certification upon completion
Best for: growing sales teams (10+) ready for customized training.
- Fully tailored live workshops and coaching sessions
- Real-time calling and skill application
- “Coach the Coach” manager training
- Ongoing support and performance tracking
Best for: enablement teams building or scaling in-house training.
- Exclusive to Factor 8: soft copies of our instructor-led sales workshops
- Train-the-trainer and manager coaching support
- LMS-ready content you can brand, edit, and deliver as your own
- Long-term license with ongoing updates and partnership support
See Our Training in Action
Take a quick look inside our virtual and in-person workshops. This short highlight reel shows the energy, interaction, and hands-on practice that make Factor 8 training different; from reps building real skills to managers learning how to coach with confidence. It’s a fast way to see what your team will experience.
Want to see our sales training curriculum?
EXAMPLE OF WHAT’S COVERED
All of our sales training programs are customized to your team’s needs and experience.
Below is an example of what’s covered during customer success training.
Level 1 – Cross-Sell & Upsell Essentials
CONTENT
- Build confidence in customer conversations
- Ask smart questions that uncover new opportunities
- Spot natural moments to cross-sell or upsell without feeling “salesy”
- Align recommendations to each customer’s goals and challenges
- Turn everyday service calls into value-add growth conversations
OUTCOMES
- Reps gain confidence asking for more business
- Early renewals and expansion opportunities increase
- Stronger relationships and higher customer satisfaction
Level 2 – Customer Expansion Conversations
CONTENT
- Identify which accounts have the most growth potential
- Engage new buying contacts and decision-makers
- Handle objections with confidence and empathy
- Turn unhappy customers into advocates
- Position add-ons and upgrades as customer wins, not sales pitches
OUTCOMES
- Higher renewal and expansion rates
- Increased revenue per account
- More proactive, customer-focused selling behaviors
Level 3 – Strategic Account Growth
CONTENT
- Lead strategic business-level conversations about goals, value, and ROI
- Map account potential and create long-term growth plans
- Ask for your share of wallet with confidence
- Overcome competitive threats and tough objections
- Build trusted-advisor relationships that drive sustained revenue
OUTCOMES
- Deeper account penetration and retention
- Faster expansion pipeline
- Ongoing revenue growth from existing customers
Uplift in goal attainment from 70% to over 110% and a 67% increase in legacy account growth just one-quarter post-training.
I’m in love. How do I contact you?
We’re glad to hear it! Head on over to our Contact page or shoot us an email at info@factor8.com.
Can you show me your programs?
We sure can. Our programs are interactive, real-time training classes that can be applied immediately. Download our customer success training course curriculum here.
Hmm. What are others saying?
We’re glad you asked. We’re delighted to see how program participants have transformed the way they work – they’re crushing their goals. Check out our customer testimonials here.
“Factor 8’s training was a fantastic experience for me. I have been with my organization for almost 10 years and this training taught me many new techniques to engage and upsell to all of the clients in my portfolio.”
Jay W., Client Relationship Team Lead
Want more info about our Customer Success Training?
Download our Customer Success Brochure Today!