Amity

NOVEMBER 27, 2017

Gary’s background is in the wine industry, which got me thinking about the way we talk about Customer Success primarily in the context of the SaaS industry - understandably so, as this is where its roots lay. Non-SaaS companies need to look for industry-specific triggers that give a glimpse into the crystal ball of retention.

SaaS 71

SaaS industry standards Upselling Education 71

ChurnZero

NOVEMBER 18, 2021

Customer education is why I live in a jungle. So, how does this relate to customer education? What inspired me to improve my gardening skills is the same catalyst that inspires customer education and most positive action: a desire for change. The same principle applies to customer education.

Education 52

Education SaaS Real estate Self service 52

Totango

OCTOBER 11, 2021

One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Continuous Education. Continuous Onboarding. Personalized Communication.

Education 99

Education SaaS Accountability Enterprise 99

ChurnZero

JUNE 17, 2022

She also oversees onboarding and new hire training as well as ongoing education for the ChurnZero CS team. Create a specific onboarding health score that accounts for these variances as well as the customer’s journey progress or lack thereof. What this is showing is a group of all of the accounts in onboarding.

Metrics 98

Metrics SaaS Surveys Self service 98

PeopleMetrics

JANUARY 25, 2018

In the context of higher education institutions, the federal government often shares data with institutions for research purposes, execution of grant requirements, or in order to carry out the everyday work of various federal agencies. Audit and accountability: The creation, protection, retention and review of system logs.

Education 78

Education Government CRM Self service 78

CustomerSuccessBox

MARCH 7, 2022

Customer retention is the lifeblood of a SaaS company. Where the foundation of SaaS customer retention is renewals. SaaS renewal’ is a term relating to Software-as-a-Service companies that operate with a subscription-based financial model. How is the renewal process important in SaaS? Renewals Manager.

SaaS 52

SaaS Upselling Customer retention Accountability 52

CustomerSuccessBox

JULY 2, 2019

Though every company will have a different customer onboarding process as per their requirements but there are some basic things every B2B SaaS company should follow. Here we will cover the second topic: Secrets of successfully onboarding a B2B SaaS Customer. Apoorva Jaswal , Technical Account Manager, Branch.

SaaS 66

SaaS B2B Education Metrics 66

Amity

DECEMBER 9, 2016

Are enterprise clients most concerned with security, uptime and having access to an account manager? Using Workplace by Facebook as their corporate communication platform, their support team will post a status update in a group that marketing can leverage to create content aimed at educating and helping more customers at scale.

Marketing 109

Marketing SaaS Sales Surveys 109

CustomerSuccessBox

MARCH 23, 2022

“You cannot buy engagement, you have to build engagement” Whether or not your SaaS company provides huge customer success, it is substantial that a customer engagement model oversees proactive engagement with clients. Typically in SaaS, there are two major portions of the customer journey. Hybrid Customer Engagement Model.

SaaS 52

SaaS Education Accountability Enterprise 52

ClientSuccess

FEBRUARY 1, 2021

After a whirlwind 2020, one of the biggest takeaways in the customer success space is that flexibility, visibility, and customer communication are the foundational keys for making any account be successful. Can we use this platform to manage customers throughout their entire account relationship? And finally, transparency.

Accountability 104

Accountability SaaS Education CRM 104

Education Services Group

NOVEMBER 25, 2019

Instead, they’re simply “rebranding” their Account Managers as Customer Success Managers with little to no training or transition. Customer Success and Account Management Serve Different Purposes. The main purpose of an Account Manager is twofold. In general, Account Managers are in a sort of “standby” position.

Accountability 59

Accountability Management Upselling Sales 59

Netomi

NOVEMBER 14, 2022

In today’s digital-first world, and an era of remote and hybrid workplaces, the number of SaaS solutions used by companies on a daily basis is overwhelming – in 2021, organizations worldwide were using an average of 110 SaaS apps! How AI helps SaaS companies connect with customers in the moments that matter most.

SaaS 52

SaaS Multichannel Upselling Chatbots 52

Totango

APRIL 16, 2019

That’s why customer success teams need to continually educate customers about useful features and demonstrate the product’s value long after onboarding. If your routine adoption rates are low, it could mean that some of your features are difficult to use and you may need to offer more customer education.

Enterprise 76

Enterprise SaaS Social media contact Education 76

CustomerSuccessBox

OCTOBER 19, 2021

The underlying theme for all of these is customer education. Research by TSIA shows that customer education can immensely enhance your retention. What is customer education? Customer Education is the training you give your customers that help them use and find value from your product. Why is customer education important?

Education 52

Education Consulting Consulting Management 52

Totango

OCTOBER 11, 2021

One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Continuous Education. Continuous Onboarding. Personalized Communication.

Education 80

Education SaaS Accountability Enterprise 80

ChurnZero

APRIL 21, 2023

Instead of focusing on account churn risks and growth opportunities, CSMs spend their days demoing features, reciting answers to FAQs, and resending lost resources to customers. Enter digital customer education. Has customer training become a full-time job for your CSMs? Q: Have you fully transitioned from traditional (e.g.,

Education 52

Education Self service SaaS Enterprise 52

CustomerSuccessBox

MARCH 10, 2022

Automation provides you the sixth instinct and an additional hand to create more productive engagements across all your accounts. In this day and age, all B2B SaaS firms want to optimize Automation to scale Customer Success in their organizations. Managing your customers and their success path as a SaaS company is a meticulous process.

SaaS 52

SaaS Upselling Education Accountability 52

CSM Practice

JANUARY 13, 2021

In the SaaS world, where revenue generation and business growth depends on the customer’s decision to renew, the customer renewal process demands even more attention. Despite the obvious advantages of mastering and scaling the renewal process as SaaS companies grow, renewals still pose a big challenge for most. Renewal Rate.

SaaS 98

SaaS Customer centricity Accountability Education 98

CustomerSuccessBox

APRIL 29, 2022

* ABS corp , a B2B SaaS firm acquired as many customers as it wanted. Plan the best SaaS Retention strategies that ensure customers stay with you for long. SaaS retention strategies that work help you turn hard-won consumers into long-term customers, and long-term customers into powerful advocates! Yet, success remained elusive.

SaaS 52

SaaS Customer retention Metrics B2B 52

ChurnZero

SEPTEMBER 16, 2021

9 Customer Retention Strategies for SaaS. Higher retention rates can mean higher customer loyalty for your business, something that’s crucial for success, especially for SaaS. Our NPS Cheat Sheet can help you get started with this SaaS retention strategy. Start a Customer Education Program.

Customer retention 52

Customer retention SaaS Education Feedback 52

CustomerSuccessBox

JUNE 9, 2021

They’ll be very good at it, they’ll be very quick at it, added the experience of onboarding customers and thus are likely to be a lot more consistent, a lot more professional approach in comparison to a generic team, who are likely to be more busy handling accounts as well in comparison to Onboarding specialists.

SaaS 52

SaaS Management Upselling B2B 52

CustomerSuccessBox

MARCH 14, 2022

Closing a SaaS sales deal could take a hefty time depending upon a lot of factors. Especially in the SaaS industry, where customer retention is the lifeblood of the SaaS business, you need to make sure that you provide an outstanding experience to your customers by planning a smoother post-sales process with a clear-cut checklist.

CRM 52

CRM SaaS Sales Journey mapping 52

JivoChat

NOVEMBER 22, 2021

Do you have a Software as Service (Saas) company and haven’t developed any marketing strategies yet? SaaS content marketing is an important part of conquering visibility and showing the importance of your service. . The importance of SaaS Content Marketing? 10 Saas Content Marketing strategies to implement.

SaaS 52

SaaS Marketing B2B Metrics 52

ClientSuccess

DECEMBER 28, 2020

Over the past several years, customer success has gone from a department only forward-thinking organizations had to an integral part of every single SaaS company in the world. Just as collecting data and metrics is a part of the foundational principles of a SaaS organization, so too are KPIs foundational to the world of client success.

SaaS 88

SaaS Finance Customer centricity Metrics 88

Totango

APRIL 8, 2020

Onboarding is the process of educating your customer about your product so they can independently incorporate it into their daily workflows. Renewal is the lifeblood of SaaS and subscription enterprises, but it is not exclusively tied to a date and a cycle. Onboarding. Escalation. It is future growth based on current behaviors.

Customer Experience 106

Customer Experience Enterprise Education Accountability 106

Amity

SEPTEMBER 25, 2017

I started early on in a blue-collar, manufacturing background doing account management and account services. I then lived in Mexico for a year and did some account management there, which I continued to do when I returned to Michigan. Ultimately, SaaS products should be designed to support themselves.

B2C 0

B2C SaaS Accountability B2B 0

Amity

APRIL 25, 2016

Director of Customer Success Education - CSM Practice. Dan is a recognized domain expert in Customer Success especially in a startup environment and in SaaS. Dave’s posts infuse his experience and thought leadership to enable SaaS companies to deliver world-class retention and growth. The Gainsight Blog. Andrew Rhodes.

SaaS 96

SaaS Chief Customer Officer Consulting Consulting 96

Help Scout

SEPTEMBER 21, 2021

At others, customer success specialists are accountable for managing churn and providing essential support. It's up to us to educate customers on the value of customer experience and what it can do for them. Educate champions and their teams on the value of our product, and help uncover use cases before they become emergencies.

Education 104

Education Accountability Benchmark Sales 104

ChurnZero

SEPTEMBER 8, 2021

Join Cloud and SaaS Founders, VC and Execs, in-person, once again in the SF Bay Area! The 7 th SaaStr Annual is the largest non-vendor confab in the world, uniting the global B2B SaaS community both online and off. This educational and networking event will be held on October 6-7 in Washington DC.

Personalization 95

Personalization SaaS Upselling B2B 95

Education Services Group

JULY 20, 2021

Product updates, like Marley talked about in the webinar, aren’t likely to be considered spammy because their focus is on information and education. Scheduling/automating QBRs and touchpoint tasks can be simple ways to help time manage accounts so the CSM doesn’t have to comb through their full account list each day or week.

Accountability 98

Accountability Chatbots Surveys Journey mapping 98

Totango

DECEMBER 28, 2021

Knowing how to fight customer churn is critical for keeping SaaS business models sustainable. Follow up initial training with continuing education opportunities for successful team members. Consider making paid continuing education a perk to help attract top talent.

Best practices 99

Best practices Benchmark Education Surveys 99

ChurnZero

AUGUST 4, 2023

For many SaaS companies, the cost of acquiring a customer exceeds the initial revenue it earns in any given deal. As the smart folks at SaaS Capital put it, retaining customers has a powerful compounding effect on growth for SaaS companies. Usually, these are easily fixed with product education and support guides.

SaaS 52

SaaS Customer retention Accountability Metrics 52

CSM Practice

DECEMBER 19, 2021

Usually, the SaaS business growth is categorized into 3 phases: . 360-degree Account health. The CS tech stack starts with a CRM tool , then gradually progresses towards the Customer Success too l, and ends at the Learning/Education/Community tool. Community/Education/Learning tech tool. Customer lifetime value (LTV).

CRM 98

CRM Brand ambassadors Best practices SaaS 98

ClientSuccess

NOVEMBER 2, 2020

As SaaS organizations and their customers slowly but surely get used to the ‘new normal’ that 2020 ushered in, customer success managers and team leaders are more focused than ever before. The modern SaaS customer success community is incredibly vocal and supportive with sharing their vast knowledge and insight with others.

Chief Customer Officer 70

Chief Customer Officer SaaS Education Best practices 70

Totango

AUGUST 18, 2022

A lot goes into crafting the ideal onboarding process for SaaS products. In the SaaS industry, onboarding is the process of guiding a new customer through the steps they need to start using the product they just purchased. Assigning account managers. Activating accounts. Why Optimizing Your SaaS Onboarding Matters.

Journey mapping 96

Journey mapping SaaS Upselling Enterprise 96

Totango

OCTOBER 14, 2024

Account executives can’t sell like it’s 2017 anymore. Buyers are more educated, and the buying process is more complex than it once was. And that’s if sales reps are even still able to do it—over 60% of account executives are not hitting quota. The complexity means that quota attainment is getting harder. said Edward.

SaaS 71

SaaS Marketing Finance Sales 71

Amity

FEBRUARY 2, 2016

With so many customer success resources to choose from, we’ve selected the top customer success resources and events that we think will educate and inspire you for the rest of the year. The Software as a Service (SaaS) model, moved the customer into the driver seat, and they are not going to give it up. • Blog Posts.

SaaS 80

SaaS Education Customer retention Sales 80