ClientSuccess

FEBRUARY 8, 2023

Research Vectors by Vecteezy Many customer success leaders in the SaaS space are faced with the same question: who should own customer renewals? The post Evaluating Who Should Own Saas Renewals appeared first on ClientSuccess. In conclusion, understanding who owns customer renewals is a complex issue that varies based on many factors.

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SaaS Upselling Accountability Sales 71

Totango

JANUARY 17, 2019

Not to get too philosophical, but each journey begins with a first step, and in the SaaS domain, that means onboarding. Customer renewal success is critical for SaaS enterprises. Building SaaS Customer Loyalty Focused on Mutual Growth. A rapid onboarding process is your first chance to impress. Image courtesy: VadimGuzhva.

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SaaS Enterprise Customer retention Upselling 74

Revation Systems

JANUARY 5, 2023

You need to look beyond the shiny marketing spin and smoke-and-mirror demos and get to the punchline, which is security. Now that I’ve (hopefully) illustrated the connection security has in developing trust, let’s talk about best practices when evaluating prospective vendors to ensure they pass the trust test.

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Best practices Morale B2B SaaS 62

Totango

SEPTEMBER 22, 2022

SaaS Tools to Jumpstart Your Business Growth: Five Essential Apps. Software-as-a-Service ( SaaS ) tools automate your business functions, fueling your growth by increasing efficiency. Here we’ll guide you through the essential SaaS tools you need for business growth. What Are SaaS Tools? SaaS Customer Success Tool.

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SaaS CRM Advertising Analytics 71

aircall

APRIL 16, 2021

SaaS software, also known as cloud-based software, has now gone mainstream, making it easy for teams to leverage all the software programs they need to work collaboratively, wherever they are. Let’s look specifically at how SaaS software can help sync your sales and support teams so they work together in perfect harmony.

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SaaS Sales Coaching APIs 62

ClientSuccess

MAY 8, 2019

A purely data driven approach may give you false-positive or false-negative signals By taking a holistic approach at all touch points of the customer experience—not just those directly tied to product or usage—SaaS companies more accurately determine the health of their customer base and take actions that improve customer health and retention.

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SaaS Metrics Accountability industry standards 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.

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SaaS Multichannel Upselling Education 52

ClientSuccess

AUGUST 14, 2019

As you structure your CSM compensation plans, here are three best practices to keep in mind: 1. The role of a SaaS industry CSM has become increasingly complex because it covers so many different parts of the customer lifecycle. The post 3 CSM Compensation Best Practices appeared first on ClientSuccess.

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Best practices Metrics Upselling SaaS 40

Totango

APRIL 16, 2019

Customer success platforms incorporate adoption best practices and make it easier to implement your engagement strategies. Request a demo or explore Spark to learn more. If you have a large number of customers, product lines or sales channels, customer success software will be especially useful.

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Enterprise SaaS Social media contact Education 78

Totango

SEPTEMBER 13, 2022

Having a playbook in place can help you deliver better results for your SaaS customers and yield higher satisfaction, retention, and revenue for your business. What Are The Benefits Of Having A Customer Success Playbook in SaaS? The benefits of customer success playbooks for SaaS providers are numerous.

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SaaS Upselling Best practices Customer retention 93

ClientSuccess

DECEMBER 5, 2022

A Customer Advisory Board (CAB) is a powerful tool for SaaS companies to maximize customer success. The CAB is an integral part of any successful SaaS business, so make sure to have a plan for. If you’d like to learn more about best practices for customer success management, check out our additional resources for more guidance.

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SaaS Customer advocacy Feedback Enterprise 87

ChurnZero

JULY 19, 2022

SaaS companies, however, have more to lose than your local grocery store if those customers don’t sign up for more. Use this guide on how to improve free trial-to-paid conversions to help you increase your SaaS free trial conversion rate. How to calculate your SaaS free trial conversion rate. Help free trial users succeed.

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SaaS Feedback Personalization Upselling 52

LiveChat

JUNE 23, 2017

The SAAS industry has experienced continuous growth over the years and is only going to grow bigger. And you’ll need to exceed your sales goals to become part of the more successful and established SAAS companies. You will learn how to generate and nurture leads as well as some of the best practices in SAAS sales.

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SaaS Sales Best practices Enterprise 38

ClientSuccess

MARCH 8, 2018

Check out our resources below for more customer success best practices and insights for how your organization can can ensure your product and customer success teams are fully synced: eBooks: Ultimate Guide to SaaS Customer Success Metrics. Customer Success as a Culture: Customer Success Leaders Edition.

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Best practices Feedback Upselling SaaS 40

ClientSuccess

JANUARY 25, 2018

This series, now a community for frontline Customer Success Managers (CSMs) , discusses trends, best practices, and advice that can help the frontline. We’re lucky to have this week’s frontline CSM best practice come from Erica Newell – a CSM from the Trenches veteran – of Marketware. Company : Marketware. Key Takeaway.

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Best practices SaaS Coaching Sales 42

ClientSuccess

FEBRUARY 23, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. 3 Customer Success Best Practices that Drive Powerful Customer Experiences. Guest Blog Posts : Have a frontline CSM best practice you’d like to share?

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Best practices Customer Experience SaaS Metrics 46

ClientSuccess

JUNE 27, 2018

eBooks: Ultimate Guide to SaaS Customer Success Metrics. Learn more about how ClientSuccess can help your company develop a strong Customer Success methodology and strategy with easy-to-use Customer Success software by requesting a 30-minute demo. Customer Success as a Culture: Customer Success Leaders Edition.

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Best practices Entertainment SaaS Surveys 40

AWS Machine Learning

MARCH 11, 2024

These challenges led to the decision to create a new cloud-native system that can scale with increased demand and consists of serverless and software as a service (SaaS) components that externalize much of the domain-specific functionality to allow for easier operations and faster time-to-market for changes.

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Personalization Engineering APIs Advertising 125

ClientSuccess

DECEMBER 7, 2020

Over the last few months, customer success teams – and the unique relationships they have with customer contacts – have been thrust into the spotlight of the SaaS world. Modern SaaS customers have come to expect a certain level of service and attention from the vendors they work with. Delivering an optimal experience to customers.

SaaS 65

SaaS Metrics Accountability Best practices 65

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. Customer retention also has a significant financial impact later too.

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SaaS Customer retention Accountability Metrics 52

Totango

MARCH 26, 2021

In today’s cloud-based environment, SaaS business models have increased awareness of how the pre-sales and post-sales phases form a unified experience from the customer’s perspective. Onboarding: your new customer takes their first steps towards becoming an active user deriving practical value from your SaaS product. Onboarding.

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SaaS Best practices Upselling Education 68

ClientSuccess

JANUARY 30, 2023

This will depend on the experience of your CSM, the stage of your SaaS business, etc. A best practice is to define each of the three factors in your organization clearly. The Volume of Customers Per CSM The third element to consider is the volume of customers each CSM can manage effectively. appeared first on ClientSuccess.

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Best practices Accountability SaaS Enterprise 70

Squelch

DECEMBER 17, 2019

By eliminating information silos, Squelch is able to guide customer support and success professionals toward the information, best practices, reports, and other associated tools needed to win renewals, upsells, and most of all, trust and loyalty.” . Schedule a demo or trial to learn more about Squelch. Additional Resources.

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Upselling SaaS Best practices Customer Support 80

AskNicely

JULY 26, 2018

A best practice is to trickle your surveys out in batches of 50 or fewer a day five days a week. Here’s an example: Let’s say you are a high growth Human Resources SaaS company. A best practice is to send a survey every 90 days. Plan when you’re going to survey them. Consider a drip survey. Get it here.

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Best practices SaaS Surveys Personalization 60

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

ProProfs Blog

OCTOBER 30, 2021

Also Read: Survey Question: 250+Examples, Types & Best Practices. So, whether you are conducting a user research survey or any other survey, the best way out is to take it online. With these best practices, how-to’s, and insightful questions, your user experience surveys can never go wrong. Source: UXPA.

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Surveys Best practices Construction Analytics 139

Totango

JULY 23, 2019

Customers in the B2B and SaaS markets are inclined toward subscription options where they pay on a monthly or annual basis for a service they can discontinue at any time. It contains both customer data and best practice engagement models, thereby benefiting both your company and your customers.

Upselling 92

Upselling Customer centricity Enterprise Education 92

Nicereply

SEPTEMBER 7, 2021

That increased trust correlates to increased customer lifetime value, a metric every SaaS company is looking to improve. If you don’t already have internal docs that outline processes, best practices, and other important information, start today. Do weekly demos. Improved product quality and cross-team collaboration.

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Sales SaaS Customer Support Best practices 100

Totango

FEBRUARY 10, 2021

Lead conversion: the decision-making process which converts a prospect into a buyer (such as signing up for a free trial of a SaaS product). Onboarding: actions your customer takes after purchase to become an active user of your product or service (such as activating their SaaS account and setting up their profile).

Customer retention 90

Customer retention Journey mapping SaaS Benchmark 90

ChurnZero

JULY 21, 2020

IntelAgree is a growing AI-powered contract management SaaS company that enables legal teams to do impactful work, not busy work. If you want to take control of the customer journey, increase product adoption, and provide more supportive, personalized customer guidance, schedule your demo of ChurnZero today. Who are they?

SaaS 40

SaaS Self service Best practices Sales 40

Kayako

MAY 26, 2016

Customer onboarding in a SaaS product based organization is: Providing a helping hand to your brand new customers. Onboarding best practices. How will your product best fit into their needs? Best practices for Onboarding? Help new users get to grips with a live demo. Samuel Hulick of UserOnboard.com.

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Best practices Feedback Metrics SaaS 61

delighted

APRIL 12, 2024

Your survey frequency will depend on the type of feedback you’re looking to collect: For B2B and SaaS product feedback, you can survey 2 weeks to 1 month after implementing a new product or feature.

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Surveys Feedback B2B SaaS 98

ClientSuccess

SEPTEMBER 30, 2020

For SaaS companies, a Customer Advisory Board (CAB) can become a group of trusted influencers as you build industry thought leadership and relationships. If so, how should your SaaS company start building this group of trusted advisors, and what should it look like? Blog Posts: 3 Ways to Elevate Customer Success in Your SaaS Business.

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SaaS Enterprise Feedback Surveys 75

CSM Practice

JANUARY 1, 2017

Recently, many companies are moving from on-premise to SaaS. Today, we will explore the differences between customer success program for SaaS vs. On-premise products. Irit Eizips: Today we’re going to compare on-premise and SaaS customer success programs. In the SaaS case, they’re “renting” your solution.

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SaaS Metrics Best practices Accountability 58

ClientSuccess

MARCH 30, 2020

In what seemed to be an overnight development, the entire SaaS industry (along with basically every other industry) was forced out of their offices and into remote work. This is no different in SaaS. REQUEST PRODUCT DEMO. This change has exposed a lot of challenges for teams that weren’t quite ready.

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SaaS Best practices Accountability Customer Experience 52

ClientSuccess

FEBRUARY 8, 2023

Billing delinquency : unexpected things happen in the SaaS world and chasing down customers who have unpaid invoices is something that CSMs must deal with. Keeping track of your customer billing delinquency incidents ensures visibility and allows for quick action.

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Metrics Upselling B2B SaaS 75

ClientSuccess

MAY 31, 2018

This customer success best practices webinar was hosted by ClientSuccess on June 20, 2018 and shared three fresh perspectives on customer onboarding and adoption. This customer success webinar covers the strategies and best practices of onboarding from pre-boarding, onboarding, and adoption. Request a ClientSuccess demo.

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Best practices B2B SaaS Technology 40