Totango

MARCH 16, 2021

B2C customer journey to see what’s the same and what’s different. We’ll cover the basics of: Customer journey mapping. How journeys differ for B2B and B2C customers. How to analyze your customer journey. Basics of Customer Journey Mapping. B2B vs. B2C Customer Journeys: Comparisons and Contrasts.

B2C 118

B2C B2B Journey mapping SaaS 118

Education Services Group

JUNE 20, 2023

Continuing our series investigating all the stages of a customer journey map, I’m diving into everything that makes (or breaks) this chapter of the CX story. When SaaS (and, by extension, XaaS) came along, businesses had to start thinking differently about how they were acquiring and serving their customer bases.

Journey mapping 52

Journey mapping Government SaaS Self service 52

Totango

AUGUST 23, 2022

B2B Customer Journey Touchpoints: A Guide for CS Teams. B2B customer journey touchpoints mark the roadmap toward successful outcomes for clients and CS teams. In this way, customer journey B2B touchpoints serve as a powerful tool for increasing the effectiveness of your customer success strategy. Making upsell offers.

B2B 122

B2B Journey mapping SaaS Upselling 122

CustomerSuccessBox

JULY 9, 2021

Customer journey maps are a tool to understand how people and companies buy your software. A customer journey is very specific to the physical experiences your customers have. Importance of Customer Journey in SaaS. In the SaaS business, the customer is the ultimate boss. Create your customer journey map.

SaaS 59

SaaS Journey mapping B2C B2B 59

ChurnZero

JULY 6, 2023

As a customer success leader, I’ve seen time and time again companies over-engineer or altogether skip the most foundational step in building a great customer experience—and that is mapping the customer journey. In one of many similar instances, I was helping a SaaS company get to the root of its high customer churn.

Journey mapping 52

Journey mapping SaaS Consulting Consulting 52

Totango

SEPTEMBER 17, 2021

The freemium SaaS model , where you offer limited free use of your product to promote a premium version, has become common in the tech industry. But is it the best way to sell a SaaS product? We’ll take a closer look at what the freemium SaaS model is and what its pros and cons are. What Is the Freemium SaaS Model?

SaaS 78

SaaS Best practices Upselling Journey mapping 78

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.

Customer Experience 167

Customer Experience B2C Journey mapping B2B 167

Totango

AUGUST 11, 2022

Knowing how to build client relationships digitally is critical for SaaS businesses. Most interactions with your SaaS customers are digital, making handling these opportunities decisive for customer satisfaction, loyalty, repeat business and referrals. Why Digital Client Relationships are Crucially Important for SaaS Businesses.

SaaS 113

SaaS Journey mapping B2B Upselling 113

Totango

MARCH 23, 2021

A customer journey analysis helps you improve SaaS client experience and increase retention by optimizing the steps customers take in their relationship with your product and brand. You can approach doing a customer journey analysis as a six-step process: Gather customer journey data.

Journey mapping 93

Journey mapping SaaS Best practices Benchmark 93

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. Sometimes there are several contacts associated with an account.

Journey mapping 115

Journey mapping Accountability Marketing Metrics 115

Totango

MAY 6, 2022

Customer health score is one of the fastest and easiest ways to assess whether your SaaS customers are satisfied with your product and brand. We’ll define customer health score, what metrics go into it, and what it tells you about customer accounts. Adoption : How many licensed accounts sold are actually being used?

Best practices 124

Best practices Upselling Metrics Journey mapping 124

ClientSuccess

SEPTEMBER 8, 2020

When a SaaS organization is in the midst of scaling, there comes a time when there starts to be a clear differentiation between SMB customers and enterprise customers. This last factor – resource allocation – can make or break a customer success team’s large account management process.

Accountability 52

Accountability Management SaaS Journey mapping 52

Totango

FEBRUARY 10, 2021

Set success goals for each stage of your customer journey map. Set Success Goals for Each Stage of Your Customer Journey Map. A great way to do this is to create a customer journey map. For example, you might segregate all customers who have five or more users on their account.

Customer retention 90

Customer retention Journey mapping SaaS Benchmark 90

Totango

DECEMBER 6, 2021

What 2021 Taught SaaS Businesses about Customer Success. As the business world adapted to the challenges of 2021, SaaS companies re-examined what customer success means in today’s digital-first environment. First, we’ll look at how the flywheel model has redefined our understanding of the customer journey.

SaaS 99

SaaS Journey mapping Best practices Customer advocacy 99

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

ChurnZero

DECEMBER 1, 2023

The essential handbook for building the modern customer success program Are you ready to elevate your SaaS business with a robust customer success program? Dive into “the ultimate guide to customer success in SaaS” and gain the insights and strategies you need to create a high-performing customer success team.

SaaS 52

SaaS Customer advocacy Journey mapping Customer centricity 52

CustomerSuccessBox

SEPTEMBER 7, 2021

Pro Tip: Designing a Customer Onboarding Framework for B2B SaaS. #2 The reality is most traditional rule engines use only 1% of data to set up rules as with hundreds of data points, it is impossible for the human mind to comprehend, analyze, correlate and configure rules for Account health and alerts with accurate thresholds.

Journey mapping 96

Journey mapping Engineering SaaS Upselling 96

ClientSuccess

AUGUST 28, 2020

Regardless of how successful your accounts were trending in the early months of 2020, an out-of-nowhere economic crisis is the perfect catalyst for organizations to ‘trim’ their vendor list down to the essentials. CSMs have advanced notice of potential issues or the possibility of churn.

Journey mapping 95

Journey mapping SaaS Accountability Management 95

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 99

Journey mapping SaaS Upselling Enterprise 99

Totango

MAY 10, 2022

A customer engagement strategy is critical for retaining and growing SaaS clients. A customer engagement strategy is an action plan for promoting active client use of your SaaS product. Regular usage of accounts and product features. It’s especially important to engage executives and stakeholders to ensure retention.

Journey mapping 81

Journey mapping SaaS Enterprise B2B 81

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

Lumoa

MARCH 20, 2018

sw bug fixes, wrong information corrected on the web site) 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.

Customer Experience 107

Customer Experience B2C Journey mapping B2B 107

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. Sometimes there are several contacts associated with an account.

Journey mapping 91

Journey mapping Accountability Marketing Metrics 91

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

Totango

AUGUST 9, 2022

Differentiating customer journeys : Customer journey maps outline the steps in your clients’ interactions with your brand and the actions you should take at each stage to promote a satisfying experience. Segmentation lets you customize journey maps for different customer segments for more personalized and enjoyable experiences.

Best practices 106

Best practices B2B Journey mapping Upselling 106

Totango

MARCH 4, 2022

In this article, we’ll take a look at the relationship between these two important ingredients for a successful SaaS business model. Finally, we’ll explore what B2B customer service and customer success have in common and why you need them to work together to achieve winning SaaS business results. What is B2B Customer Service?

B2B 98

B2B Customer Service B2C Interactive Voice Response 98

ChurnZero

SEPTEMBER 1, 2020

The event will dive into ways to think out of the box and evolve your account-based approach to customer relationships. This virtual event seeks to bring together everyone from Customer Success practitioners and leaders to SaaS-savvy folks. To learn more and see their full speaker lineup, visit thecustomerconference.co.

Journey mapping 98

Journey mapping SaaS Best practices Technology 98

ClientSuccess

SEPTEMBER 17, 2019

It’s important to remember, however, that no two customers are the same, especially in the SaaS world. Instead, CSMs simply need to address their customer journey map to determine next steps. . What is a customer journey map. Why are customer journey maps important?

Journey mapping 53

Journey mapping Upselling SaaS Education 53

ChurnZero

OCTOBER 11, 2019

If you work in a B2B SaaS company, you know that across the board, Q4 is always the biggest sales quarter of the year. Know Your Accounts’ Budgeting Timeline. For accounts that are up for renewal in Q4, you should have a good understanding of their budgeting process and timeline. Timing is everything.

Journey mapping 66

Journey mapping Upselling SaaS Accountability 66

ClientSuccess

OCTOBER 12, 2020

The SaaS industry has gone through a ton of instability this year, and seasoned CSMs know that this time of change is far from over. The best way to stay on top of changing customer sentiments and shifting account goals is to put proactive strategies in place to better handle these kinds of situations.

Journey mapping 59

Journey mapping SaaS Accountability Metrics 59

Education Services Group

JULY 20, 2021

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. How do you recommend approaching managing the health of an account when CSMs have 200+ accounts?

Accountability 98

Accountability Chatbots Surveys Journey mapping 98

ChurnZero

JUNE 27, 2023

In my view, an effective digital customer success strategy has four key steps involving: Customer data Customer segmentation Automation A customer journey map 1. In terms of data accuracy, the account fields and contact fields are the most important. A best practice is to keep your customer journey map to a single page.

Journey mapping 52

Journey mapping SaaS Customer advocacy Finance 52

ClientSuccess

JANUARY 12, 2021

While 2020 was a completely unprecedented time for most SaaS organizations, their customers, and their employees, it also forced customer success teams to rethink how they worked with accounts and the services they provide. Build a thorough customer success journey map for every single customer. Want to learn more?

Journey mapping 53

Journey mapping SaaS Accountability Customer retention 53

ClientSuccess

DECEMBER 20, 2018

The base + variable option is typically more beneficial to growth-based customer teams because it embraces accountability and rewards hitting clear targets such as growth, renewals, and account expansion. The top five SaaS customer financial metrics are: Revenue Retention Rate (Gross and Net). Renewal Ownership.

Journey mapping 49

Journey mapping SaaS Metrics Accountability 49

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. Sometimes there are several contacts associated with an account.

Journey mapping 62

Journey mapping Accountability Marketing Metrics 62

ChurnZero

JULY 16, 2021

Today’s customers expect (and sometimes demand) a never-ending wheel of attraction, engagement, and retention after purchasing both the simplest and most complex of SaaS offerings. A [Britt]: That’s the beginning of a good customer journey map exercise post-sale. Sometimes, it gets sticky, and you have to move stuff.

Journey mapping 98

Journey mapping Accountability SaaS Education 98

Liveops

JANUARY 25, 2019

Schedule and syndicate social media posts for multiple platforms and accounts in advance with just a few clicks. Brainstorm and lay out customer journeys with this free, no-frills canvas-making tool. Start improving your CX today with customer journey mapping software you can populate with live data and share across your organization.

Technology 82

Technology Customer Experience Journey mapping Enterprise 82