Callminer

AUGUST 1, 2017

Bill Dettering is the CEO and Founder of Zingtree , a SaaS solution for building interactive decision trees and agent scripts for contact centers (and many other industries). Smitha obtained her license as CPA in 2007 from the California Board of Accountancy. Bill Dettering.

Contact Center 334

Contact Center Call Center Average Handle Time Real estate 334

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

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

ClientSuccess

DECEMBER 21, 2020

While all SaaS organizations saw their fair share of ups and downs, there were plenty of changes, challenges, and opportunities for customer success teams to keep things interesting. The account health and sentiment of a customer is no longer the sole responsibility of a customer success manager.

Finance 93

Finance SaaS Best practices Accountability 93

Lumoa

MAY 21, 2018

However, the back-office functions, like HR or Finance are involved into CX very seldom. Depending on the industry this can mean anything from taking the feedback into account when designing a new hardware product to fixing issues in the software immediately after they have been noticed. Were you a happy customer at that exact moment?

Customer Experience 122

Customer Experience Finance Customer centricity Feedback 122

Totango

JUNE 26, 2020

The COVID-19 pandemic has had an economic impact that threatens to cause a lasting downturn in SaaS business. This reduction in cash flow is likely to increase rates of SaaS customer churn. High churn can be dangerous for SaaS enterprises as more than 90 percent of customer value is derived from recurring revenue.

SaaS 98

SaaS Customer retention Best practices Telecommunications 98

Totango

NOVEMBER 8, 2023

Pendo and Mixpanel, two leading solutions in the enterprise software market, give SaaS companies the power to track and analyze product usage across their customer base—creating a rich set of data and insights key to designing, iterating, and improving the customer experience.

Enterprise 98

Enterprise Finance SaaS Analytics 98

Totango

MARCH 16, 2021

Typical stages which may be covered in a SaaS context include: Awareness: through marketing efforts, prospects become aware of a brand and its value proposition. However, the specifics vary significantly, particularly in a SaaS context, because of differences in marketing, customer engagement, and customer personas.

B2C 118

B2C B2B Journey mapping SaaS 118

Cincom

FEBRUARY 14, 2025

Coordinate among your sales, finance, and operations teams to identify pain points where CPQ can accelerate deal velocity and improve accuracy. Align subscription-based or usage-based pricing models with long-term revenue strategies for SaaS or service-driven businesses.

Best practices 40

Best practices Sales CRM Finance 40

ChurnZero

AUGUST 14, 2020

They focus on opportunity management – like the manual activities that typically exist within accounts. Get direct access to CRM data, such as accounts, contacts, opportunities, cases, subscription data (renewal date, license count, total contract value, etc.) What is a CRM? Who owns it? Sales or Sales Operations. Who owns it?

CRM 87

CRM Finance Upselling Accountability 87

ChurnZero

APRIL 27, 2021

As ChurnZero recently secured a Series B investment bringing our total funding that has been raised to date to $35 million, we thought we’d take a look back and see the role that Customer Success plays at each respective stage of funding for SaaS companies. million round of financing led by Grotech Ventures in 2017.

SaaS 98

SaaS Metrics Sales Marketing 98

ClientSuccess

SEPTEMBER 27, 2018

For many customer success teams, however, the rapid growth of the industry (especially in the SaaS world) has left heads spinning. For today’s SaaS customer relationships, it’s not enough just to work directly with the project manager or end users on your customer’s team. a necessity.

SaaS 74

SaaS Finance Metrics Upselling 74

ChurnZero

MARCH 23, 2021

Whenever a new SaaS product is introduced to a company, there are often lots of difficulties, obstacles, and learning that’s needed to get them acclimated to the product, how to use the product, to understand it’s functionality, and it’s capability. Showing First Hand How The SaaS Platform Works, Results It Produces, and Capabilities.

SaaS 52

SaaS Finance Advertising B2B 52

CustomerSuccessBox

SEPTEMBER 4, 2019

A Customer Success Manager’s role differs on the basis of a high/low touch base model and the size of the accounts – small, medium and enterprise. If your company has a platform to understand the health of the account, then your life is sorted. The Accounts/Finance to raise invoices or confirm if the payment has been made.

SaaS 78

SaaS Accountability Best practices Finance 78

CSM Magazine

NOVEMBER 11, 2021

As CFO, Bernander will oversee global accounting, finance, treasury, tax and legal functions. “As Bernander is a CPA and joins with an extensive background of more than 15 years in financial leadership roles at global SaaS and technology companies. In April, Calabrio became just the fifth Minnesota-based technology unicorn.

SaaS 59

SaaS Finance Contact Center Analytics 59

ClientSuccess

MARCH 5, 2020

Customer success is one of the most important – and fastest-growing – factors of today’s SaaS business models. More and more companies are looking to customer success teams to help guide their overarching business strategy (even in sales, marketing, and product) and to help manage and cultivate long-term account growth.

SaaS 64

SaaS Finance Benchmark Upselling 64

Solvvy

JUNE 22, 2022

Conversational AI can easily manage questions about accounts, and payment history with knowledge base articles, and more, so your team can focus on more complex issues that require a personal touch. Customer service and customer support specialists often have a heavy workload, whether they’re taking calls or answering emails.

Chatbots 119

Chatbots Banking Self service Finance 119

ShepHyken

APRIL 7, 2023

This week, we feature an article by Manpreet Singh Chawla, senior digital marketing executive at Knowmax , a SaaS-based organization that offers knowledge management solutions for various industries. He shares how organizations can identify and solve customer pain points. What are customer pain points?

Advertising 120

Advertising SaaS Multichannel Wait times 120

AWS Machine Learning

OCTOBER 6, 2022

Almost the entirety of the Informed SaaS service is hosted and enabled by AWS services. He is leading the transformation of the InformedIQ SaaS into a full Serverless Microservice architecture leveraging AWS Cloud, DevOps and Data Oriented Programming. About the authors. Robert Berger is the Chief Architect at InformedIQ.

APIs 98

APIs Banking SaaS Engineering 98

ChurnZero

MARCH 18, 2022

With so many SaaS metrics floating around, and even more opinions on when and how to use them, it can be hard to know if youre measuring what really matters. The Q&A portion of the webinar further explored commonly misused metrics, benchmarks, and measurement practices in Customer Success and SaaS. Dave: It’s really hard.

SaaS 52

SaaS Metrics Surveys Enterprise 52

ChurnZero

JUNE 15, 2023

With less budget to go around, some SaaS companies are merging customer success and account management into one function that’s responsible for an account’s business strategy, product adoption, and value realization, as well as its renewal and expansion. number of daily logins) to the account level.

CRM 96

CRM Sales Accountability Analytics 96

Amity

DECEMBER 14, 2016

In the always-on world of SaaS, the role of customer success varies across companies and industries. This is our most advanced product available , and we serve customers across many different industries, from finance to technology startups and everything in between. Some teams are responsible for onboarding and training.

Management 84

Management Finance Enterprise Accountability 84

ClientSuccess

JUNE 22, 2020

In 2020, it seems as though there is a technology solution for everything – especially for SaaS organizations and teams. These systems help account managers, salespeople, and executives report on, keep track of, and control client interactions throughout a customer lifecycle.

CRM 64

CRM Sales Management SaaS 64

ChurnZero

DECEMBER 18, 2020

Hoping to shed light on the current state of Customer Success and its influence within B2B SaaS organizations, ChurnZero along with ESG and Higher Logic, invited Customer Success leaders to participate in a survey to learn more about the top initiatives and issues facing this function today.

Chief Customer Officer 87

Chief Customer Officer Finance SaaS Benchmark 87

Lumoa

FEBRUARY 9, 2023

software bug fixes, wrong information corrected on the website) Product development decisions : reprioritizing things on the product development roadmap taking the feedback into account (e.g. more friendly behavior in customer service) Marketing to take the info into account in better targeting (e.g. Learn from the best.

Customer Experience 167

Customer Experience B2C Journey mapping B2B 167

ClientSuccess

JULY 11, 2017

As SaaS organizations of any size can attest to, winning new clients is only half the battle. For SaaS companies, it’s foundational that every single department feel dedicated to creating a culture of customer success. Ultimate Guide to SaaS Customer Success Metrics. Ensure CSMs Are Aligned to Customers’ Goals & KPIs.

SaaS 40

SaaS Finance Feedback Metrics 40

Satrix Solutions

APRIL 2, 2018

Natero helps Customer Success Managers reduce churn, increase expansion, and manage more accounts. As a whole, SaaS executives tend to focus on Customer Success metrics like retention trends, expansion rates, and Customer Lifetime Value. For example, high-value accounts can command more face time and personal attention.

SaaS 60

SaaS B2B Metrics Accountability 60

Amity

MAY 24, 2016

There is always plenty (and then some) to account for: Various customers to build relationships with -- resulting in various concerns to be addressed -- resulting in various solutions to offer (as each customer is unique and should be treated as such). That said, any SaaS CS leader also needs to be a technologist at heart.

SaaS 84

SaaS Engineering Finance Metrics 84

ClientSuccess

MARCH 5, 2020

Customer success is one of the most important – and fastest-growing – factors of today’s SaaS business models. More and more companies are looking to customer success teams to help guide their overarching business strategy (even in sales, marketing, and product) and to help manage and cultivate long-term account growth.

SaaS 52

SaaS Finance Benchmark Upselling 52

ChurnZero

JUNE 22, 2021

Surprisingly, those same SaaS executives routinely make bad decisions simply because they misinterpret their data. We’ll focus specifically on marketing, sales, support, services, product, finance, and leadership. People who are responsible for customer accounts. Customer Success Leaders (CCOS, VPs, Directors).

SaaS 92

SaaS Consulting Consulting Sales 92

Amity

MAY 6, 2018

While you’re helping your customer through onboarding, you need to collect as much of their product usage data as you can, including account information and engagement mechanisms. Onboarding a new SaaS customer heralds new beginnings and is a time when they are enthusiastic about beginning their customer journey. Quick Tips.

SaaS 96

SaaS Self service Sales Finance 96

ChurnZero

FEBRUARY 7, 2020

It’s bright with 100% chance of tremendous growth as SaaS continues to enjoy its moment in the sun. 72% of Customer Success roles are in the Software & IT industry with other top hiring industries including Internet, Marketing, and Finance. These are the questions that can onset an existential career crisis. 6 in the U.S. #2

SaaS 64

SaaS Transportation B2C Customer retention 64

ClientSuccess

JULY 1, 2019

While a CSM may be ultimately responsible for retaining and growing his or her accounts, most organizations are on a mission to serve the end customer, and therefore every department – from Finance to HR to Marketing to Product Development – should hold responsibility to some degree for customer success.

Finance 49

Finance Upselling SaaS Metrics 49

CSM Practice

JULY 29, 2020

It wasn’t just the customer success team that worked to achieve the 100% customer retention, but also the finance and sales teams. Factors to Consider in Prioritizing the Customer Accounts. In prioritizing customer accounts , it is helpful to ask questions like “Does this customer have a high risk of bankruptcy?

Customer retention 59

Customer retention Finance SaaS Consulting 59

Totango

JUNE 9, 2020

During the current crisis, the importance of those elements of connection, finances, and trust has only increased. Customer retention is the lifeblood of the SaaS and subscription industry. For the SaaS enterprise, that means adapting traditional customer renewal best practices to suit the current conditions.

SaaS 62

SaaS Enterprise Construction Customer retention 62

Nicereply

MARCH 10, 2021

For example, Simplr specializes in support for e-commerce companies, Ameridial provides customer service for businesses in the retail and automotive industries, while Cloudtask provides customer support and other services primarily to SaaS companies and startups in industries like e-commerce, healthcare, manufacturing, and finance.

outsourcing 98

outsourcing Customer Support Automotive B2C 98

AWS Machine Learning

DECEMBER 13, 2024

Founded in 2004 in Boise, Idaho, Clearwater has grown into a global software-as-a-service (SaaS) powerhouse, providing automated investment data reconciliation and reporting for over $7.3 trillion in assets across thousands of accounts worldwide. User-identified investments can also be prohibited.

Analytics 93

Analytics Management Accountability Engineering 93