Totango

FEBRUARY 5, 2019

ROI-focused SaaS strategies should be based on comprehensive data gathered from every customer engagement. Reducing Churn with SaaS Strategies. The digital transformation of business has empowered customers to expect responsive, personalized service from SaaS providers. Why SaaS Customers Churn. Rapidly Onboarding.

SaaS 76

SaaS Upselling Customer retention Benchmark 76

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 102

Education SaaS Accountability Enterprise 102

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

ChurnZero

NOVEMBER 26, 2024

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customer success hiring for SaaS and tech companies nationwide. Understanding of the unique challenges and opportunities associated with SaaS companies.

SaaS 52

SaaS Upselling Enterprise industry standards 52

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

Nicereply

OCTOBER 16, 2024

For example, if you’re a SaaS company, you wouldn’t be able to offer a freebie product with each purchase. Respond to comments, messages, and mentions on your social media accounts. Educate You could also educate, entertain, and provide value. To do this, start a customer loyalty program.

Education 52

Education Entertainment Feedback Chatbots 52

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

Callminer

AUGUST 1, 2017

Higher Ed Growth (HEG) is a full-service marketing agency specializing in post-secondary education. HEG uses proprietary technology, like EduMaximizer, to deliver targeted enrollment leads to for-profit and nonprofit education clients. Smitha obtained her license as CPA in 2007 from the California Board of Accountancy.

Contact Center 334

Contact Center Call Center Average Handle Time Real estate 334

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

AWS Machine Learning

MARCH 3, 2025

Their applications span a variety of sectors, including customer service, healthcare, education, personal and business productivity, and many others. Prerequisites To run this demo, complete the following prerequisites: Create an AWS account , if you dont already have one. He serves as a technical advisor to startups building on AWS.

APIs 73

APIs Benchmark Metrics Healthcare 73

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 78

Enterprise SaaS Social media contact Education 78

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 82

Education SaaS Accountability Enterprise 82

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 Education 52

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

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 B2B Accountability 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

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 102

Best practices Benchmark Education Surveys 102

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

ChurnZero

JANUARY 10, 2025

You dont have to live in a futuristic time warp to know that customers (yes, even B2B and SaaS customers) are more and more online, working when and how it works for them, and they want (and sometimes need) to engage with your products and your company in that same flexible, at-their-fingertips kind of way.

B2B 52

B2B Journey mapping Metrics Enterprise 52