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 individual sellers, managers, or small teams with more bandwidth than budget
- 35 interactive virtual sales courses
- 15 sales manager courses
- 3,000+ videos, cheat sheets, guides, activities, templates, and tools
- Real recorded sales calls
- Guided learning paths by role (BDR, AE, AM, manager, etc.)
- New content and resources added regularly
- Unlimited on-demand development tools
- Self-paced, budget-friendly training
Best for small teams (under 10) needing expert sales coaching support
- 35 interactive virtual sales courses
- 15 sales manager courses
- 3,000+ videos, cheat sheets, guides, activities, templates, and tools
- Real recorded sales calls
- Guided learning paths by role (BDR, AE, AM, manager, etc.)
- New content and resources added regularly
- Monthly expert group coaching sessions + call grading
- Certification upon completion
Best for growing sales teams (10+) needing a dedicated training partner
- 35 interactive virtual sales courses
- 15 sales manager courses
- 3,000+ videos, cheat sheets, guides, activities, templates, and tools
- Real recorded sales calls
- Guided learning paths by role (BDR, AE, AM, manager, etc.)
- Full training assessment + long-term enablement plan
- Monthly live, customized sales training workshops
- Real-time live calling, coaching, and call calibrations
- Group coaching for reps + “Coach the Coach” training for managers
- Ongoing accountability coaching and support
Best for enablement teams or companies building internal training programs
- 35 interactive virtual sales courses
- 15 sales manager courses
- 3,000+ videos, cheat sheets, guides, activities, templates, and tools
- Real recorded sales calls
- Soft copies of instructor-led sales training workshops (exclusive to Factor 8!)
- Transferable to your LMS
- Training assessments + enablement recommendations
- Train-the-trainer sessions + “Coach the Coach” manager development
- Long-term evergreen license with ongoing support (2+ year contract)
- Customize with your branding and use for years to come
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!