Totango

OCTOBER 23, 2020

By utilizing certain customer onboarding best practices in your enterprise, you can ensure that your clients successfully learn to use your product, see its value for their business, and start on the right path toward high lifetime value. 7 Customer Onboarding Best Practices to Set Clients Up for Success.

Best practices 72

Best practices Metrics Enterprise Feedback 72

JivoChat

JANUARY 15, 2023

In this article, I’ll show you six lead generation best practices that you can implement to help your business turn more leads into happy customers. A lead could be anyone who has asked a question about a product on your ecommerce site, to someone who signed up for a demo of your SaaS product. What is Lead Nurturing? In Summary.

Best practices 75

Best practices B2B Sales Multichannel 75

Totango

MAY 19, 2020

The continuing COVID-19 health crisis may well produce a recession that has a significant impact on the Software-as-a-Service (SaaS) industry. No one is certain how this will change the long and short-term behaviors of customers, lenders, and enterprises in a SaaS world. Marketing department: Create educational content for customers.

SaaS 77

SaaS Best practices Enterprise Finance 77

Totango

JANUARY 31, 2019

Every successful SaaS company must be a strict disciple of the culture of the customer. SaaS customer engagement, therefore, needs to inform the entire customer journey. In order to do that, you need to use the right SaaS customer engagement metrics. Constantly educate your customer about your services.

SaaS 79

SaaS Metrics Accountability Education 79

TeamSupport

JUNE 28, 2019

Here are a few reasons why SaaS customer onboarding is seeing a surge in popularity and why it’s valuable to software companies: Good onboarding reduces customer churn – Simply put, providing an inadequate onboarding experience increases the chance that customers will leave your business. Your SaaS customer support team.

SaaS 68

SaaS Morale B2B Feedback 68

Amity

NOVEMBER 27, 2017

Gary’s background is in the wine industry, which got me thinking about the way we talk about Customer Success primarily in the context of the SaaS industry - understandably so, as this is where its roots lay. Non-SaaS companies need to look for industry-specific triggers that give a glimpse into the crystal ball of retention.

SaaS 71

SaaS industry standards Upselling Education 71

Callminer

AUGUST 1, 2017

Higher Ed Growth (HEG) is a full-service marketing agency specializing in post-secondary education. HEG uses proprietary technology, like EduMaximizer, to deliver targeted enrollment leads to for-profit and nonprofit education clients. Kolin Porter is the Vice President, Product Innovation at Higher Ed Growth. Too many portals…”.

Contact Center 334

Contact Center Call Center Average Handle Time Real estate 334

ChurnZero

NOVEMBER 26, 2024

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customer success hiring for SaaS and tech companies nationwide. Understanding of the unique challenges and opportunities associated with SaaS companies.

SaaS 52

SaaS Upselling Enterprise industry standards 52

ChurnZero

JUNE 17, 2022

She collaborates with CS leadership to create internal learning paths that align with ChurnZero’s CS philosophy, processes, and best practices. She also oversees onboarding and new hire training as well as ongoing education for the ChurnZero CS team. Episode highlights. Should we send out the survey at the end of onboarding?

Metrics 98

Metrics SaaS Surveys Self service 98

CrazyCall

SEPTEMBER 4, 2018

Steli hasn’t always been a sales guru and executive of one of the fastest growing SaaS CRM. Noah Kagan’s twitter account is constantly fueled with growth hacks, sales & marketing news and best practices to help you grow your business. Coach to SaaS founders, Chief instigator at DanMartell.com. And they did.

Sales 129

Sales SaaS CRM B2B 129

TechSee

JANUARY 25, 2023

The field services team provides an in-home experience for their 360 Smart Beds, which includes delivery, installation, and customer education. Rick has more than 15 years experience in B2B and SaaS software marketing across a diverse group of start-up, growth stage and enterprise companies. How to sift through it all?

Automotive 41

Automotive Management Enterprise B2B 41

VHT

OCTOBER 30, 2018

Think of SaaS vendors such as Salesforce whose customers must be educated about the Salesforce platform to truly get the most out of their purchase. The post Best Practices in Web Callback appeared first on VHT. In the tech world, this is very common.

Best practices 48

Best practices Contact Center SaaS Education 48

Education Services Group

MARCH 18, 2020

This also means that CS is primarily referenced with some level of connection to SaaS. But just because CS originated within SaaS does not mean that it only applies to businesses with an ‘as-a-service’ business model. Non-SaaS businesses are hopping on board the Customer Success train to meet market demand and consumer expectations.

SaaS 52

SaaS Best practices Metrics Benchmark 52

Totango

DECEMBER 28, 2021

Knowing how to fight customer churn is critical for keeping SaaS business models sustainable. Creating standard operating procedures based on best practices establishes a foundation for effective training. Follow up initial training with continuing education opportunities for successful team members.

Best practices 102

Best practices Benchmark Education Surveys 102

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.

SaaS 52

SaaS Multichannel Upselling Education 52

ChurnZero

MAY 3, 2022

Let’s explore five of the best Customer Success YouTube channels for learning how to fight churn, understand industry trends, and position yourself for professional success in CS. SuccessHACKER is a CS advisory firm with a mission to inspire, educate and empower the people who power the CS economy. 1: SuccessHACKER.

Journey mapping 98

Journey mapping SaaS Customer centricity Education 98

Totango

APRIL 16, 2019

That’s why customer success teams need to continually educate customers about useful features and demonstrate the product’s value long after onboarding. If your routine adoption rates are low, it could mean that some of your features are difficult to use and you may need to offer more customer education.

Enterprise 78

Enterprise SaaS Social media contact Education 78

CustomerSuccessBox

MAY 18, 2022

A customer exit survey is a questionnaire sent to clients who have canceled (or are about to quit) their SaaS membership. Customer Exit Survey Best Practices. Customer Exit Survey Best Practices Every survey is different. Determine if the problem is one of consumer education, product-market fit, or ICP fit.

Best practices 52

Best practices Surveys Construction SaaS 52

CustomerSuccessBox

JUNE 9, 2021

Plus, here’s a reason Why your SaaS might need an onboarding specialist? Bonus Tip: 5 Steps to defining a perfect Customer Onboarding process for a SaaS Customer. The post Who should manage customer onboarding in a SaaS company? appeared first on The Customer Success Blog for B2B SaaS from CustomerSuccessBox.

SaaS 52

SaaS Management Upselling B2B 52

Calabrio

FEBRUARY 11, 2020

We’re often asked what makes Calabrio a top workplace for Minnesota’s sharp, inventive Software-as-a-Service (SaaS) developers—what really sets us apart from all of the other SaaS technology companies in the state. So if you’re a smart, curious SaaS developer who wants to work with the best, we want to talk with you.

SaaS 52

SaaS Customer centricity Analytics Education 52

AWS Machine Learning

MARCH 3, 2025

Their applications span a variety of sectors, including customer service, healthcare, education, personal and business productivity, and many others. About the Authors Nima Seifi is a Solutions Architect at AWS, based in Southern California, where he specializes in SaaS and LLMOps.

APIs 73

APIs Benchmark Metrics Healthcare 73

CSM Practice

JANUARY 13, 2021

In the SaaS world, where revenue generation and business growth depends on the customer’s decision to renew, the customer renewal process demands even more attention. Despite the obvious advantages of mastering and scaling the renewal process as SaaS companies grow, renewals still pose a big challenge for most. Best practices.

SaaS 98

SaaS Customer centricity Accountability Education 98

Amity

APRIL 25, 2016

Follow her weekly blog posts on Customer Success best practices. Director of Customer Success Education - CSM Practice. Dan is a recognized domain expert in Customer Success especially in a startup environment and in SaaS. Customer Success Practice Director - CSM Practice. The Gainsight Blog.

SaaS 96

SaaS Chief Customer Officer Consulting Consulting 96

Education Services Group

JANUARY 13, 2023

As businesses embrace the everything-as-a-service transformation, some find it more difficult than others to make the shift to SaaS. There’s a term for when a business takes the leap from traditional to SaaS: swallowing the fish. 5 tips for CS leaders managing the transition from traditional to SaaS.

SaaS 52

SaaS Enterprise Best practices Sales 52

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

CSM Practice

DECEMBER 19, 2021

Best practices for building a CS tech stack. Answer the following questions and you’d naturally find the best practice that suits your business. . Usually, the SaaS business growth is categorized into 3 phases: . Community/Education/Learning tech tool. What problem are you trying to solve? Onboarding.

CRM 98

CRM Brand ambassadors Best practices SaaS 98

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.

SaaS 68

SaaS Best practices Upselling Education 68

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. Educating the customer on how your platform can support their business goals.

Journey mapping 99

Journey mapping SaaS Upselling Enterprise 99

Totango

MAY 6, 2021

And we’ll offer an eight-step path to increasing customer retention by following best practices and leveraging the power of automation. As a concept, in a SaaS context, it represents how successful a company is at getting customers to renew subscriptions or licenses. Increasing adoption through product education.

Customer retention 76

Customer retention Best practices Education Benchmark 76

Amity

FEBRUARY 2, 2016

With so many customer success resources to choose from, we’ve selected the top customer success resources and events that we think will educate and inspire you for the rest of the year. The Software as a Service (SaaS) model, moved the customer into the driver seat, and they are not going to give it up. The best part?

SaaS 80

SaaS Education Customer retention Sales 80

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

AWS Machine Learning

NOVEMBER 22, 2023

Be sure to check out the session on the just launched PartyRock , an educational tool for providing any builder with low-friction access to learn through experimentation in a foundation model playground built on Amazon Bedrock. Additionally, SaaS providers need scalable and cost-effective ways to serve hundreds of models to their customers.

Engineering 135

Engineering Best practices APIs Government 135

Education Services Group

MARCH 24, 2021

DIY, or well, self-service as we call it, is the future of customer retention in SaaS. Most SaaS companies with a successful self-service model report the following benefits: Happier customers. The goal of any SaaS company is to make sure that the product is as intuitive and easy to use as possible. Increased retention.

SaaS 52

SaaS Self service Feedback B2B 52

ChurnZero

NOVEMBER 22, 2019

There are relatively few conferences for Customer Success professionals and there is a hunger and demand for these gathering events that educate, network and inspire. How to Calculate Your Renewal and Upsell Rate – Learn how to calculate these metrics and apply them to your SaaS business. How are we doing this conference?

Chief Customer Officer 17

Chief Customer Officer Education Upselling SaaS 17

ChurnZero

AUGUST 24, 2018

SaaS metrics the CFO and CS leader both need to know. • Q: What advice or resources would you recommend for a business transitioning from a perpetual product to a SaaS model? It is the move by the way from perpetual products and licenses to the SaaS model that has created Customer Success to begin with.

Finance 61

Finance SaaS Education Surveys 61

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. Usually, these are easily fixed with product education and support guides.

SaaS 52

SaaS Customer retention Accountability Metrics 52

Amity

SEPTEMBER 25, 2017

I watched Account Management transform and evolve over the past few years, especially with the subscription-based economy and the growth of SaaS. I believe that a SaaS product should be so easy to use and intuitive that customers rarely need to contact Support or Success. You’ll need to put in work to stay relevant.

B2C 0

B2C SaaS B2B Accountability 0