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SaaS customer onboarding makes or breaks your customer retention. For this reason, unlocking the optimal SaaS customer onboarding experience is invaluable. Read our guide here for the 8 SaaS onboarding bestpractices to step up your onboarding experience. Work Cross-Functionally During SaaS Customer Onboarding.
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.
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.
Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, bestpractices, and advice for the frontline. We’ve compiled a list of 12 Customer Success BestPractices That Can Positively Impact Your Work as a CSM. How has it helped you? ”.
As you structure your CSM compensation plans, here are three bestpractices 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. Customer Success Resources: eBook: Customer Success as a Culture: Customer Success Leaders Edition.
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. eBook: Customer Success BestPractices form 20+ Executives. 2020 has certainly been a year to remember, whether we’d like to or not.
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 bestpractices for customer success management, check out our additional resources for more guidance.
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 bestpractices in SAAS sales.
It has become just as important, in the SaaS industry particularly, to work to keep existing customers as it is to chase down new leads. How to Get More Value From Your Customer Success Lead – CSMs can drive immediate improvement for you and your business, clients just need to observe these bestpractices to reap the rewards.
That said, it's fair to say that it becomes even more critical in B2B SaaS companies, where increasing customer engagement, and retention, are (or should be!) Traditionally in B2B SaaS companies, speaking to your customers involved webinars, meet-ups and in-person events. at the forefront of your overall business goals. What’s more?
Check out our resources below for more customer success bestpractices 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.
In today’s ever-changing corporate landscape, modern SaaS organizations are asked to be a lot of things: employee-centric, focused on new business, and profitable against goals – just to name a few. eBook: 3 Steps to Putting Your Customer First This Year. What does it mean to be ‘customer-centric’? Is your company customer-centric?
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.
This series, now a community for frontline Customer Success Managers (CSMs) , discusses trends, bestpractices, and advice that can help the frontline. We’re lucky to have this week’s frontline CSM bestpractice come from Erica Newell – a CSM from the Trenches veteran – of Marketware. Company : Marketware. Key Takeaway.
This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, bestpractices, and advice that can help the frontline. 3 Customer Success BestPractices that Drive Powerful Customer Experiences. Guest Blog Posts : Have a frontline CSM bestpractice you’d like to share?
eBooks: Ultimate Guide to SaaS Customer Success Metrics. The post 6 Customer Engagement BestPractices During the Summer “OOO” Season appeared first on ClientSuccess. Customer Success as a Culture: Customer Success Leaders Edition. Blog Posts: Customer Success in the C-Suite—Aligning the Board and Exec Team.
That’s why we’ve neatly packed everything into an Ebook that you can download and get back to anytime you want and need. Download Ebook. As with regard to SaaS start-ups, Steli Efti, CEO of Close.io The post TOP 20 Call Center Metrics Managers Can’t Ignore (FREE EBOOK) appeared first on CrazyCall.
While customer success is a necessary function in any SaaS organization, there can sometimes be a sense of confusion around the importance of customer success, especially at an executive level. Modern SaaS CEOs understand the importance of a strong customer success department and presence. Getting your CEO involved in customer success.
Current customers are some of the most prominent advocates and marketing opportunities available for SaaS organizations. eBook: Customer Success BestPractices from 20+ Executives. Toolkit: Customer Journey Toolkit. The post Anatomy of a Customer Case Study appeared first on ClientSuccess.
This will depend on the experience of your CSM, the stage of your SaaS business, etc. A bestpractice 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.
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.
SaaStr is the largest community of SaaS executives, founders, and entrepreneurs in the world and they are brought together at their flagship event – SaaStr Annual. With 12,500 attendees, 250 speakers, 200 sponsors, their missions is to provide the SaaS community with unparalleled access to the top minds in SaaS.
Customer success is one of the critical functions of any successful SaaS company, and as such it requires a platform that is fully dedicated to the strategic needs of a customer service team. eBook: CSM from the Trenches: Customer Success BestPractices from 20+ Executives. Toolkit: Customer Success Metrics Toolkit
Here are some actionable ways to deliver amazing SaaS onboarding experiences to customers: Join customer conversations early. . A bestpractice is to take bits of both of these tactics and combine them. . eBook: 5 Ways to Surprise and Delight Your Customers.
Here are some actionable ways to deliver amazing SaaS onboarding experiences to customers: Join customer conversations early. . A bestpractice is to take bits of both of these tactics and combine them. . eBook: 5 Ways to Surprise and Delight Your Customers.
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. eBooks: Customer Success as a Culture: Customer Success Leaders Edition.
Learn these B2B customer survey bestpractices to generate meaningful customer insights that don’t feel random and haphazard. . 2019 SaaS Awards Program in the BestSaaS Product for Customer Services/CRM category . Overall SaaS Category Winner in 2019 APPEALIE Awards . SIIA CoDiE Award Finalist .
The customer success function has been thrust into the spotlight at many SaaS organizations, and the health and sentiment of customers is now a company-wide initiative for many teams. eBook: Customer Success BestPractices from 20+ Executives. Ready to learn more? Check out these resources: .
Ebooks around topics like compensation and management. Aggregated “toolkits” of paired blog posts, webinars, and ebooks. HubSpot’s blog covers every subject that a SaaS business could ever be concerned about. HubSpot has a regular publishing cadence of content like webinars, blog posts, white papers, and ebooks.
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.
And you’ll see an example of this later in our talk today when we offer up our free ebook. We’ve used this for a couple of our clients in various areas, including SaaS companies use this in a variety of ways to show adoption at different stages to gather feedback. This is great if you need to put it up in certain areas.
Modern CSMs working in the SaaS industry wear a lot of hats – and we mean a lot. Every day, SaaS organizations make announcements about new product features, issues, alerts, and platform ideas. The best CSMs take in all of this information with their customers in mind. How will this impact their current program?
Against the backdrop of wild economic uncertainty, Customer Success has been the failsafe of SaaS businesses that were blindsided by pandemic-induced churn and contraction. If you’re considering the role yourself, check out our eBook, The Future CCO , for firsthand advice from industry leaders on what it takes to become a CCO. .
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.
For the average SaaS-focused customer success teams, there are four main buckets of metrics to consider: financial metrics, customer health metrics, usage metrics, and team performance metrics. The top five SaaS customer financial metrics are: Revenue Retention Rate (Gross and Net). Customer Retention Rate/Customer Churn Rate.
As your SaaS business grows, you’ll need to establish processes to ensure existing customer revenue and growth are achieved. Was last quarter your best ever in terms of customer growth, reduced churn, and happy customers? To ensure existing customer revenue, establish Quarterly Business Reviews (QBRs) with your customer success teams.
B2B Software & SaaS – 30. eBook: CSM from the Trenches: Customer Success BestPractices from 20+ Executives. Here are some recognized NPS benchmarks to measure your score against: Consulting – 62. Digital Marketing – 57. Cloud & Hosting – 45. Technology – 39.
The webinar will help you determine your current customer success maturity and guide you through the next steps and bestpractices to strengthen your approach to customer success. You can also download the eBook, The Ultimate Guide to Customer Success Metrics here. We held this webinar on Thursday, June 22, 2017 at 11:00 a.m.
At the most basic level, businesses partner with SaaS vendors to solve a problem. You can learn more about establishing CSMs as executive assets with these additional resources from ClientSuccess : Webinar: Do the Best CS Leaders Start as Front-Line CSMs? Toolkit: Team Leadership Toolkit.
Most SaaS customers just want to get up and running on a platform as fast as possible and know how to use the product effectively enough to be successful. Questions about timelines and deadlines are incredibly common in SaaS onboarding because people are, in all honesty, impatient. eBook: How to Build and Scale a Customer Success Team.
In the business of SaaS, churn, retention, and revenue are critical factors in measuring many other key aspects of business such as annual recurring revenue (ARR), monthly recurring revenue (MRR), and even projected growth rate. Two Part Series. Let’s get started: Calculation 1: Customer Retention Rate vs. Customer Churn Rate.
Today’s SaaS organizations commonly utilize a subscription business model, where customers pay a recurring fee to gain access to a certain software or cloud-based platform. For sophisticated SaaS organizations, deployment is a seamless transfer of data between an online host and the pre-built platform. Green Zone Status. Deployment.
If there is one lesson that SaaS organizations learned during the last year, the importance of a loyal customer base can not be overstated. eBook: CSM from the Trenches: Customer Success BestPractices from 20+ Executives. Toolkit: Team Leadership Toolkit.
Advice from Customer Success Experts: BestPractices for Year-End Planning eBook. Download this eBook to learn bestpractices for closing out the year strong and getting set up for a successful new year. We hope you enjoy the blog posts on this list and that you start off the new year strong!
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