Cincom

FEBRUARY 14, 2025

This article outlines 10 CPQ best practices to help optimize your performance, eliminate inefficiencies, and maximize ROI. Align subscription-based or usage-based pricing models with long-term revenue strategies for SaaS or service-driven businesses. Implement event-driven architecture where updates in CRM (e.g.,

Best practices 40

Best practices Sales CRM Finance 40

Totango

SEPTEMBER 9, 2022

Best practices for effective QBR meetings. For SaaS B2B clients, QBR meetings tend to focus on assessing value as measured by KPI performance benchmarks. For SaaS B2B clients, possible attendees may include: Managers of end-users. QBR Best Practices. How to run your meeting. What Is a QBR Meeting?

Best practices 19

Best practices Benchmark Metrics B2B 19

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. Create a Community for Sharing Best Practices.

SaaS 77

SaaS Best practices Enterprise Finance 77

ProProfs Blog

SEPTEMBER 13, 2019

The importance of SaaS Customer Service is visible in these two data-proven statistics: AmericanExpress reports that 70% of consumers will go with the company that offers excellent customer support. As you can see, delivering the perfect saas customer support experiences is directly correlated with your churn and retention.

SaaS 83

SaaS Customer Service Best practices Customer Support 83

AWS Machine Learning

NOVEMBER 7, 2024

In the first part of the series, we showed how AI administrators can build a generative AI software as a service (SaaS) gateway to provide access to foundation models (FMs) on Amazon Bedrock to different lines of business (LOBs). The invocation generates an AWS CloudTrail event.

Enterprise 111

Enterprise APIs Government Accountability 111

Totango

AUGUST 12, 2020

The rise in SaaS and subscription business models with low upfront costs and regular renewal windows means customers can make emotional and rapid decisions to leave an agreement with little consequence. Or, get started with best practices for free today. Choose the Right Customer Success Platform.

SaaS 88

SaaS Upselling Enterprise Best practices 88

AWS Machine Learning

JANUARY 24, 2025

RAG data store The Retrieval Augmented Generation (RAG) data store delivers up-to-date, precise, and access-controlled knowledge from various data sources such as data warehouses, databases, and other software as a service (SaaS) applications through data connectors.

APIs 108

APIs Scripts Best practices Management 108

ChurnZero

MARCH 7, 2025

An active digital customer community is a competitive advantage for any B2B SaaS company. For B2B SaaS companies, a strong community is a key component to building great customer relationships. Lightweight community software works well when focused on specific areas like social interactions, events, or forum discussions.

SaaS 52

SaaS Gamification B2B Metrics 52

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. This gives you a quick view of your important upcoming events. . In the world of B2B SaaS, not all accounts can be treated the same way. The post ChurnZero Power-Users Share Tips, Tricks and Best Practices appeared first on ChurnZero.

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Best practices Upselling Accountability SaaS 72

Totango

MARCH 8, 2022

Providing a forum to share CS strategies, tips, and best practices. Nine Best Customer Success Communities in 2022. As customer success management has grown in importance for building SaaS customer loyalty , the number of customer success communities has grown. It also seeks to stimulate discussion of best practices.

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Best practices SaaS B2B Marketing 122

Totango

JULY 31, 2024

.” – Karen Budell , Chief Marketing Officer, Totango + Catalyst Shifting from a product-led growth (PLG) model to an enterprise sales motion is a significant move for any SaaS company. SaaS companies in particular have liked this model because it typically enables fast topline growth with lower acquisition costs than other channels.

Enterprise 101

Enterprise Sales SaaS Marketing 101

CSM Practice

JULY 6, 2020

To many, SaaS has always been tricky, and the current global economic downturn caused by the Coronavirus pandemic has only exacerbated it. At the moment, SaaS companies appear to be under immense financial pressure, resulting in a dramatic increase in vendors seeking guidance on how to adapt, survive, and even thrive during this downturn.

SaaS 71

SaaS Upselling Accountability Sales 71

CustomerSuccessBox

JUNE 8, 2022

Customer Success is steadily gaining importance globally and is the first line of defense for most SaaS firms. This has translated into huge demand for customer success events around the globe. Professionals connect, network, learn and share the best practices during these customer success events.

SaaS 52

SaaS Best practices Personalization Customer Experience 52

CSM Practice

JULY 6, 2020

To many, SaaS has always been tricky, and the current global economic downturn caused by the Coronavirus pandemic has only exacerbated it. At the moment, SaaS companies appear to be under immense financial pressure, resulting in a dramatic increase in vendors seeking guidance on how to adapt, survive, and even thrive during this downturn.

SaaS 71

SaaS Upselling Accountability Sales 71

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. Represent the company at industry events and conferences.

SaaS 52

SaaS Upselling Enterprise industry standards 52

ChurnZero

MAY 26, 2021

These workspaces are used to discuss emerging CS topics, share best practices and resources, and even provide networking and job posting capabilities. . The CSN empowers client-facing experts to collaborate with their peers in sharing best practices, implementation tips, key metrics, and CS transformation trends.

SaaS 86

SaaS Best practices Analytics Metrics 86

Totango

FEBRUARY 15, 2019

Measuring product adoption by users is critical for SaaS and Cloud companies as this is the most telling indicator of the value customers are getting from products and services. In order to create this visibility, cloud and SaaS product teams need to instrument their applications (web, mobile, saas) to report on product usage.

SaaS 72

SaaS B2C B2B Metrics 72

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. Touchpoints also include occasions when clients interact with your software app in a SaaS context. What functions the interaction serves.

B2B 122

B2B Journey mapping SaaS Upselling 122

Totango

JULY 21, 2020

The current COVID-19 pandemic has not been kind to many industries, and SaaS is no exception. In March of this year, SaaS stocks reached a 20 percent decline from their selling highs. Communications SaaS companies have watched the growth rate of subscriptions rise by 1.4X. Stay Agile As a Company.

SaaS 65

SaaS Calibration Enterprise Customer retention 65

AWS Machine Learning

OCTOBER 2, 2024

Because this is an emerging area, best practices, practical guidance, and design patterns are difficult to find in an easily consumable basis. This integration makes sure enterprises can take advantage of the full power of generative AI while adhering to best practices in operational excellence.

Government 123

Government APIs Enterprise Best practices 123

Totango

FEBRUARY 9, 2022

The contract renewal stage of the customer lifecycle is a critical component of driving retention for SaaS products. Contract renewal is the stage in your SaaS customer’s lifecycle where they decide whether or not to extend a subscription that is about to expire. What Is Contract Renewal?

Customer retention 100

Customer retention SaaS Best practices Upselling 100

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

AUGUST 8, 2021

We recommend six best practices for using customer information to improve engagement with your software product and increase the likelihood of customer renewal : Establish Goals and Milestones. The first step in building strong SaaS customer engagement is understanding the current customer experience.

SaaS 118

SaaS Best practices Metrics Enterprise 118

Totango

MAY 24, 2022

In a SaaS context, CS platforms achieve this by providing functionality such as: Defining key performance indicators to measure customer success. Leveraging KPI data to trigger automated and manual workflows that promote successful outcomes in accord with best practices. Perform automated actions in response to key events.

CRM 96

CRM SaaS Enterprise Sales 96

Totango

APRIL 16, 2019

Customer success platforms incorporate adoption best practices and make it easier to implement your engagement strategies. Customer success platforms can be automated to respond to these events with supporting materials such as “how-to” videos that teach customers more about the product and encourage use.

Enterprise 78

Enterprise SaaS Social media contact Education 78

ChurnZero

SEPTEMBER 1, 2020

The reality is that virtual events will be the norm going forward, at least in the short term. Virtual events present uniquely flexible opportunities for Customer Success professionals to brush up on skills and to learn from peers, albeit from the safety of being behind a webcam. There is, however, a silver lining.

Journey mapping 98

Journey mapping SaaS Best practices Technology 98

Totango

SEPTEMBER 6, 2022

For a SaaS company, an excellent QBR strategy can help you ensure you’re providing a product experience that will make customers want to renew their subscription during renewal time. In this article, we’ll cover the essentials of QBRs and how to make them work for your SaaS business. What Makes a Great QBR?

SaaS 113

SaaS Technical Support Benchmark Accountability 113

delighted

DECEMBER 3, 2021

Centralizing : Pandium released a State of Product Integrations study at SaaS 1000 , which found that, of the 1k SaaS companies evaluated, most companies had over 15 different platform connections (ex. Which of the platforms capture a key moment in the customer journey – such as a purchase event or an outreach to your support team?

Surveys 97

Surveys APIs SaaS Engineering 97

ChurnZero

MARCH 28, 2023

Early-stage SaaS businesses tend to put most of their focus on acquiring net new customers. A best practice is to send a CSAT to a customer whenever a support ticket is closed. Event participation. The volume of event participation—in webinars, virtual conferences and meetings—is one way to measure this indicator.

SaaS 52

SaaS Chief Customer Officer Surveys Feedback 52

Totango

NOVEMBER 22, 2017

We’re going to bring the best and the brightest from the field to share latest trends in strategy and innovation so you and your organization can make the BIGGEST IMPACT possible in customer adoption, retention and overall customer engagement.

SaaS 85

SaaS Customer centricity Best practices Enterprise 85

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

AWS Machine Learning

NOVEMBER 21, 2024

This setup follows AWS best practices for least-privilege access, making sure CloudFront can only access the specific UI files needed for the annotation interface. append(qualityLabel)); // Add event listeners for your new fields speakerDropdown.on('change', function() { r.speaker = $(this).val(); val(option).text(option));

APIs 95

APIs Feedback Telecommunications Management 95

Totango

MARCH 24, 2022

More than 60 customer success executives from various organizations, including Dynatrace, GitHub, Waystar, ActiveCampaign, HPE, Extreme Networks, Radware, Varicent and more, gathered at this exclusive destination to share best practices and strategies, connect with like-minded industry leaders and engage with subject matter experts.

Engineering 98

Engineering SaaS Best practices Enterprise 98

ChurnZero

MAY 28, 2021

Engage new users early and often to walk them through your product’s use cases, benefits, and best practices. . Plus, you never want to discount a new user who may have the potential to become your next best power user with a little bit of guidance and encouragement. Simple best practices. Basic set-up.

Best practices 98

Best practices Coaching SaaS Analytics 98

Totango

NOVEMBER 15, 2021

Subscription billing is the lifeblood of SaaS revenue. Support events are critical steps in the customer journey. Harness your customer success tool data to trigger automated workflows called SuccessPlays which implement best practices for optimal outcomes at each stage of your customer journey. Billing: Zuora.

CRM 117

CRM Upselling SaaS Chatbots 117

ChurnZero

NOVEMBER 22, 2019

We will be hosting this one-day event in Washington DC on October 8, 2020. If you are a ChurnZero customer, there will also be a half-day customer-only training / event the day before on October 7, 2020. Many of you may have already joined us at our RYG events that we have hosted in cities across North America.

Chief Customer Officer 17

Chief Customer Officer Education Upselling SaaS 17

ChurnZero

DECEMBER 21, 2022

1/ Crash course in Customer Success and SaaS metrics. Many people think of SaaS and CS metrics as black and white. Related reading: Key SaaS and Customer Success metrics you should care about – What’s a good CAC? 20 quick insights on Customer Success and SaaS metrics – The audience chat was on fire during this webinar.

SaaS 98

SaaS Benchmark Metrics Consulting 98