CustomerSuccessBox

APRIL 11, 2019

A lot of Customer Success leaders and Founders I have talked to since starting at CustomerSuccessBox have been confused about what customer tech stack to use at their SaaS businesses. So this got me thinking about what should be the Customer Success Tech Maturity Model. Level 1: CRM + Excel.

Upselling 80

Upselling SaaS CRM Customer advocacy 80

Amity

MAY 25, 2016

In the world of SaaS, there certainly isn’t a lack of data – big data, small data – all of that data! And if executives are using this data to report on progress, status of the business portfolio, assess risk and adequately project revenues, then that is yet another big problem for your Customer Success team.

Customer advocacy 63

Customer advocacy SaaS Big data Accountability 63

Amity

MARCH 1, 2018

Yet, if you think you’re getting a full picture of your customer, but you’re not asking them exactly how they feel, you’re missing the point. Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory.

Customer advocacy 73

Customer advocacy Surveys Upselling Feedback 73

CustomerSuccessBox

JUNE 24, 2022

Every SaaS business lives and breathes by reducing churn and increasing recurring revenue. Monthly Recurring Revenue is a SaaS metric that you should be tracking in order to see where your SaaS business stands. This blog focuses on the excellent customer success techniques that will help you improve your recurring revenue.

Upselling 52

Upselling SaaS Customer advocacy Metrics 52

CustomerSuccessBox

SEPTEMBER 30, 2021

But you cannot leave every customer to a pure tech touch. Especially customers who are paying $10K- 100K ACV(Average Contract value) per year, given the challenges of the underlying problem your SaaS is solving for them. Join us to discuss onboarding customers remotely on this webinar. Such as the one caused by COVID-19.

Customer advocacy 52

Customer advocacy B2B B2C SaaS 52

Amity

JULY 4, 2017

Yet, if you think you’re getting a full picture of your customer, but you’re not asking them exactly how they feel, you’re missing the point. Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory.

Surveys 66

Surveys SaaS Feedback Customer advocacy 66

ChurnZero

OCTOBER 12, 2021

With ChurnZero, they were able to assign a customer health score to each of their clients to gain a better line of sight on accounts at a higher risk of turnover. One of the biggest immediate impacts the team saw was changes in the customer health score after onboarding. Advocacy Hero – Affise.

Healthcare 98

Healthcare Accountability Metrics Surveys 98

CustomerSuccessBox

MAY 31, 2021

With that said, let’s look at the answer to the most fundamental question, as to how many Success managers should a SaaS company really need? And to understand how to enhance Customer Success Management, check out this article on 5 Best Practices to Enhance your Customer Success Management. Well, that depends on two key aspects.

Management 52

Management SaaS Customer advocacy Accountability 52

Strikedeck

OCTOBER 15, 2020

Shari Srebnick talks about two fundamental approaches in Customer Success; Account and joint success plans.

Accountability 40

Accountability Customer advocacy SaaS Customer Experience 40

Mindtouch

MAY 2, 2018

This presents an interesting challenge to Customer Success professionals, a community whose metrics have traditionally been defined by the sales sphere of influence (chief among them: renewals, upsells, and churn). The objective to offset customer acquisition costs, which in SaaS alone averaged $1.15/$1.00

Customer Experience 59

Customer Experience Customer advocacy Customer effort Upselling 59

ClientSuccess

OCTOBER 22, 2019

As a CSM or customer success team manager, you’ve probably heard the term ‘customer advocacy’ tossed around a time or two. There’s no denying that this customer engagement trend is here to stay. The growth of customer advocacy has been a boon for customer success teams for a few reasons.

Customer advocacy 40

Customer advocacy SaaS Upselling Accountability 40

CustomerSuccessBox

FEBRUARY 7, 2022

And it calls for customer success software which is a higher version of customer relationship management software – CRM, that is curated to gauge specific goals of driving success, and especially to cater to SaaS businesses. Brief on customer success management software. Customer Service Management Software.

Management 52

Management Customer advocacy CRM Upselling 52

Amity

FEBRUARY 11, 2014

And if executives are using this data to report on progress, status of the business portfolio, assess risk and adequately project revenues, then that is also another biggest problem with customer success. The obvious: Account and contact information. The opportunity-based: Age of customer. Advocacy of customer.

Customer advocacy 48

Customer advocacy SaaS Big data Accountability 48

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. 5. Advocacy Activity. 6. Net Promoter Score (NPS).

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

CustomerSuccessBox

MARCH 17, 2022

Every SaaS business wants to expand and succeed. You should connect your company’s targeted outcomes to your client’s desired outcomes in order to do so in a customer-centric manner. Use the Customer Success Playbook to synchronize those two sets of objectives. Customer Advocacy Playbook.

Customer advocacy 52

Customer advocacy Upselling SaaS B2B 52

ClientSuccess

JANUARY 4, 2019

For SaaS customer success teams having a 360-degree view of customer health is vital to renewal and expansion success of their customers. Customer success health scoring is also one of the hottest topics on the minds of customer success leaders around the world. Is your customer content with the product?

Metrics 53

Metrics SaaS Customer advocacy Accountability 53

CustomerSuccessBox

MAY 16, 2022

Since you choose to read this blog, I suppose you already know the gravity of Customer Success in a B2B SaaS business. The crux of providing a great customer experience to the customer lies in maintaining great customer health throughout the entire customer lifecycle. Account Health.

Management 52

Management Upselling SaaS Accountability 52

Amity

JANUARY 20, 2016

Issue 72 - Customer Success Articles that are Certified Classics (Part 2). In this issue of the SaaS Tattler, we've currated a list Customer Success articles that are certified classics. Join us on January 26 at 1pm ET , as we teach you to transform product adoption for all your customers. Hire Early.

SaaS 48

SaaS Accountability Customer advocacy Upselling 48

CustomerSuccessBox

DECEMBER 14, 2021

Customer Success(CS) is the most efficient way to grow your MRR/ARR. Many modern SaaS companies grow exponentially as a result of efficient CS initiatives. Yet, Customer Success is looked upon as a ‘ cost center ’. Customer Success teams, typically, follow the recurring revenue model (followed by almost every SaaS business).

Upselling 52

Upselling SaaS Customer advocacy B2B 52

CustomerSuccessBox

DECEMBER 9, 2021

Customer Success is more relevant to your business more so for SaaS companies and you need to understand the nuances of the roadmap forward. Customer Success is a tricky department because it does not yield instant ROI. Just churn does not cover the full potential of the customer success department. 5) Expansion MRR.

SaaS 52

SaaS Benchmark Customer advocacy Upselling 52

CustomerSuccessBox

AUGUST 10, 2021

And this is where customer health score come into the picture. At every stage, you need some kind of a health score to evaluate the status of the account and decide how you would engage with the account to take it ahead in the journey. Who Is Using a Customer Health Score? Increased Customer Value. Increased NRR.

Customer advocacy 52

Customer advocacy Customer retention Benchmark Surveys 52

CustomerSuccessBox

JUNE 15, 2020

As we all know, Customer Success will play a crucial role in driving the SaaS industry forward during these tough times. For the first webinar we had Ari Hoffman, Director of Customer Advocacy, Coveo discuss Customer Success Strategy for an economic downturn with Puneet Kataria, Founder & CEO of CustomerSuccessBox.

SaaS 64

SaaS Customer advocacy Construction Metrics 64

ChurnZero

MAY 20, 2021

You need all the relevant data and context to see the big picture of the customer experience. Investigate technology for your Customer Success team Once you’ve organized and cleaned your data, you want to put those customer insights to use and increase your operational efficiencies through automation. Warning Sign to Level Up.

Chief Customer Officer 90

Chief Customer Officer Journey mapping Accountability Customer advocacy 90

inSided

SEPTEMBER 22, 2022

We’ve all been following the impact of the economic downturn we’re experiencing on SaaS companies, our own businesses, and others we use and love. So with all that happening around us, why do we still see companies and their Customer Success teams still invest in Community projects? Ha, that look on your face. Let's explain.

Education 59

Education SaaS Accountability Best practices 59

CustomerSuccessBox

FEBRUARY 28, 2022

This is a customer engagement model which helps SaaS businesses drive growth. LAER helps customer success professionals make the most of their customer engagement. The LAER model is a framework for establishing an initial relationship with customers and building on it over time. LAER model in Customer Success.

Customer advocacy 52

Customer advocacy Upselling SaaS Education 52

CSM Practice

JANUARY 17, 2017

In the technology industry, Customer Success Management is a growing practice, alongside the increase in popularity of SaaS (software-as-a-service) as a software licensing and delivery model. As a result, the traditional customer-vendor relationship, which now mostly applies to on-premise solutions, has changed dramatically.

SaaS 40

SaaS Accountability Metrics Coaching 40

CustomerSuccessBox

MARCH 10, 2022

In order to do so, you need to roll out NPS and customer satisfaction surveys and collect the reviews. For customer advocacy, write case studies, and ask for referrals! Figure out the upselling opportunities and act upon customer retention. And get alerts whenever there is a need to pay attention to their accounts.

Management 52

Management Customer retention SaaS Customer advocacy 52

CustomerSuccessBox

DECEMBER 13, 2021

Yes, but not custom to EACH customer. There should be prescriptive onboarding options that fit the use cases, organization size, and complexity of each customer. That said, one of the tenets of SaaS is prescriptive and scalable solutions. In most SaaS companies, these PMs should also be armed with product knowledge.

Chief Customer Officer 52

Chief Customer Officer SaaS Best practices Customer advocacy 52

ChurnZero

JUNE 27, 2023

Subjective external: NPS, customer satisfaction scores (CSAT), customer advocacy and perceived return on investment (ROI). It’s worth noting that organizing data is considerably easier if your company uses a unique account identifier—that is one code that uniquely identifies a customer universally across all company systems.

Journey mapping 52

Journey mapping SaaS Customer advocacy Finance 52

CSM Practice

MAY 22, 2022

Hence, the Customer Success framework is the foundation to design and build your aligned processes. Why is it important to design a Customer Success framework ? . The recurring revenue model of the B2B SaaS industry pushes the Customer Success teams to retain and expand the existing customer base. Key takeaways.

Brand ambassadors 59

Brand ambassadors SaaS B2B Customer retention 59

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. 5. Advocacy Activity. 6. Net Promoter Score (NPS).

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. 5. Advocacy Activity. 6. Net Promoter Score (NPS).

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

Education Services Group

MAY 13, 2020

If we went back in time ten or twenty years, before Customer Success was commonplace, we’d likely see one of two organizations owning the customer relationship post-sale, serving as the ‘trusted advisor’ to the customer. We may see Account Managers within the sales organization owning that relationship.

SaaS 52

SaaS Customer advocacy Technical Support Sales 52

ChurnZero

JANUARY 10, 2020

As SaaS gets more serious about Customer Success, their representation on the executive and C-suite level will follow (as envisioned in our 2020 Customer Success predictions ; see #2). Based on LinkedIn research, Customer Success r oles saw 34% annual growth —qualifying them as one of the top emerging jobs in 2020.

Chief Customer Officer 52

Chief Customer Officer SaaS Customer retention Engineering 52

Strikedeck

MAY 24, 2021

Michelle Brown-Krier, in an interview with Vincent Manlapaz, discusses why organizations need a strong customer success vision to keep up with the competition.

Accountability 40

Accountability Management Customer advocacy SaaS 40

CustomerSuccessBox

MAY 9, 2022

Customers are the lifeblood of any company, therefore having a clear picture of its revenue activities is critical for expansion. Doing business while keeping a pleasant client relationship has become exceedingly challenging in today’s hyper-competitive SaaS industry. Customer Success KPIs.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

ChurnZero

JANUARY 15, 2021

Customer Success teams rose to the challenge of retaining customers during a global health and economic crisis. For SaaS businesses, protecting the customer base became the main, if not only, priority during this tumultuous time. Ed Powers , Customer Success Consultant. Brian Hoffman , Account Executive, ChurnZero.

SaaS 52

SaaS Chief Customer Officer Metrics Education 52