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.

Best practices 70

Best practices Accountability SaaS Enterprise 70

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.

SaaS 38

SaaS Sales Best practices Enterprise 38

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.

Best practices 42

Best practices SaaS Coaching Sales 42

ClientSuccess

JULY 27, 2021

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.

SaaS 64

SaaS Metrics Best practices Feedback 64

CrazyCall

AUGUST 8, 2019

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.

Call Center 52

Call Center Metrics Abandon rate Management 52

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?

Best practices 46

Best practices Customer Experience SaaS Metrics 46

SmartKarrot

FEBRUARY 12, 2021

SaaS (software as a service) companies have seen an exponential growth in the business sphere. There is some insightful content around SaaS that can be an inspiration to readers. The 20 Best SaaS Blogs You Must Follow. All That SaaS. The blog is run by Dan Decker, a SaaS industry expert. . contact-form-7].

SaaS 23

SaaS B2B Metrics Sales 23

ClientSuccess

JANUARY 26, 2022

Current customers are some of the most prominent advocates and marketing opportunities available for SaaS organizations. eBook: Customer Success Best Practices from 20+ Executives. Toolkit: Customer Journey Toolkit. The post Anatomy of a Customer Case Study appeared first on ClientSuccess.

Upselling 75

Upselling SaaS Best practices Marketing 75

ClientSuccess

OCTOBER 26, 2020

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?

Customer centricity 71

Customer centricity SaaS Finance Best practices 71

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. eBook: Customer Success Best Practices form 20+ Executives. 2020 has certainly been a year to remember, whether we’d like to or not.

Finance 93

Finance SaaS Best practices Accountability 93

ClientSuccess

NOVEMBER 2, 2020

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.

Chief Customer Officer 70

Chief Customer Officer SaaS Education Best practices 70

ClientSuccess

JULY 13, 2021

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?

Accountability 52

Accountability SaaS Upselling Best practices 52

ClientSuccess

MAY 17, 2022

B2B Software & SaaS – 30. eBook: CSM from the Trenches: Customer Success Best Practices from 20+ Executives. Here are some recognized NPS benchmarks to measure your score against: Consulting – 62. Digital Marketing – 57. Cloud & Hosting – 45. Technology – 39.

Benchmark 52

Benchmark B2B SaaS Metrics 52

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 CRM 65

inSided

OCTOBER 2, 2019

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?

Self service 67

Self service B2B SaaS Gamification 67

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. eBooks: Customer Success as a Culture: Customer Success Leaders Edition.

SaaS 40

SaaS Finance Feedback Metrics 40

ClientSuccess

APRIL 6, 2021

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 Best Practices from 20+ Executives. Toolkit: Customer Success Metrics Toolkit

Metrics 68

Metrics SaaS Accountability Best practices 68

ChurnZero

AUGUST 31, 2021

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 best practices to reap the rewards.

Customer retention 95

Customer retention Best practices B2B SaaS 95

SmartKarrot

MARCH 2, 2022

And this is even more difficult when it comes to companies that offer SaaS products. To grow and succeed in such a dense market, it is important for SaaS companies/product owners to come up with an effective growth marketing framework – with 100% effective growth marketing strategies. Best practices for content marketing.

SaaS 12

SaaS Marketing Upselling Best practices 12

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.

Metrics 75

Metrics Upselling B2B SaaS 75

ClientSuccess

DECEMBER 14, 2020

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 Best Practices from 20+ Executives. Ready to learn more? Check out these resources: .

Accountability 65

Accountability SaaS Best practices Metrics 65

ClientSuccess

APRIL 13, 2021

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.

Upselling 52

Upselling SaaS Best practices Accountability 52

ClientSuccess

JANUARY 10, 2020

Here are some actionable ways to deliver amazing SaaS onboarding experiences to customers: Join customer conversations early. . A best practice is to take bits of both of these tactics and combine them. . eBook: 5 Ways to Surprise and Delight Your Customers.

Best practices 65

Best practices Metrics SaaS Feedback 65

ClientSuccess

JANUARY 10, 2020

Here are some actionable ways to deliver amazing SaaS onboarding experiences to customers: Join customer conversations early. . A best practice is to take bits of both of these tactics and combine them. . eBook: 5 Ways to Surprise and Delight Your Customers.

Best practices 64

Best practices Metrics SaaS Feedback 64

ClientSuccess

JUNE 15, 2021

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 Best Practices from 20+ Executives. Toolkit: Team Leadership Toolkit.

Upselling 52

Upselling Accountability SaaS Metrics 52

ChurnZero

MARCH 3, 2020

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.

SaaS 72

SaaS Chief Customer Officer Best practices B2B 72

ChurnZero

DECEMBER 27, 2019

Learn these B2B customer survey best practices to generate meaningful customer insights that don’t feel random and haphazard. . 2019 SaaS Awards Program in the Best SaaS Product for Customer Services/CRM category . Overall SaaS Category Winner in 2019 APPEALIE Awards . SIIA CoDiE Award Finalist .

Chief Customer Officer 64

Chief Customer Officer SaaS B2B Best practices 64

Help Scout

AUGUST 11, 2021

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.

Customer Service 82

Customer Service Coaching Education Best practices 82

aircall

AUGUST 5, 2022

To get the latest industry best practices, we tapped experts at Teamleader and Aircall to give you an exclusive glimpse behind the scenes. . When it comes to lead-nurturing and follow-up at any SaaS company, it can help to segment leads based on these two metrics: . 6 Ways to Optimize Lead-Nurturing and Follow-Up.

Sales 62

Sales SaaS Marketing Personalization 62

ClientSuccess

JUNE 2, 2017

The webinar will help you determine your current customer success maturity and guide you through the next steps and best practices 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.

Journey mapping 40

Journey mapping SaaS Metrics Best practices 40

ClientSuccess

DECEMBER 20, 2018

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.

Journey mapping 49

Journey mapping SaaS Metrics Accountability 49

Satrix Solutions

JUNE 10, 2020

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.

Surveys 78

Surveys Feedback SaaS B2B 78

ChurnZero

AUGUST 31, 2021

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 best practices to reap the rewards.

Customer retention 52

Customer retention Best practices B2B SaaS 52

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.

SaaS 75

SaaS Enterprise Feedback Surveys 75

ClientSuccess

JUNE 13, 2017

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.

SaaS 43

SaaS Metrics Customer retention Upselling 43

ClientSuccess

AUGUST 21, 2019

Today’s SaaS companies are on a mission to constantly provide amazing products and value to customers. In order to do this, most SaaS platforms require ongoing updates and new feature releases to both keep up with changing customer needs and ensure the technology is running at maximum capacity.

SaaS 45

SaaS Best practices Accountability Personalization 45

ClientSuccess

APRIL 27, 2017

Recorded Webinar: The Ultimate Guide for Customer Success SaaS Metrics. “ The Ultimate Guide to Customer Success SaaS Metrics ” helps answer the following questions: Have you ever wondered what are the most popular and effective customer success metrics? – Best practices to keep metrics simple and relevant.

Metrics 41

Metrics SaaS Best practices Accountability 41