CSM Practice

MAY 13, 2020

At CSM Practice, we are following the Covid-19 situation and its impact on customer success closely. And as we collectively work together to lower the curve, we would like to provide some guidance based on best practices to smoothen customer journeys during the Coronavirus pandemic. 1. Be Customer-Centric.

Best practices 128

Best practices SaaS Customer centricity Finance 128

Callminer

OCTOBER 11, 2018

If you give your operators clear guidelines to solve commonly occurring problems things will run more smoothly, wait time will be cut down, and best of all, your customers will be very pleased. . Ben M Roberts is the Head of Marketing for a SaaS startup called Talkative. Ben M Roberts @Roberts_Ben_M. Rowan Hanning @10Xfive.

Call Center 561

Call Center Metrics Contact Center Wait times 561

AWS Machine Learning

FEBRUARY 9, 2024

A software as a service (SaaS) layer for foundation models can provide a simple and consistent interface for end-users, while maintaining centralized governance of access and consumption. In this post, we show you how to build an internal SaaS layer to access foundation models with Amazon Bedrock in a multi-tenant (team) architecture.

SaaS 144

SaaS APIs Government Accountability 144

Totango

AUGUST 9, 2022

This article will give you six best practices for optimizing your B2B customer segmentation. Six Best Practices for B2B Customer Segmentation. Effective B2B customer segmentation depends on adhering to best practices. Let’s break down how to put each of these tactics into practice.

Best practices 106

Best practices B2B Journey mapping Upselling 106

Totango

FEBRUARY 23, 2022

Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. Here, we’ll show you how to create your path to customer success. First, we’ll define what a SaaS customer journey is, break it down into stages, and explain why mapping it out is important.

SaaS 117

SaaS Journey mapping Upselling Best practices 117

Totango

OCTOBER 25, 2022

The tiers of a SaaS company’s customer success team structure may have a variety of roles. They also advocate for customers’ business goals and anticipate how to meet them and how they will change over time. How to Structure a Customer Success Team: Four Best Practices. Build Customer Loyalty.

Best practices 101

Best practices Chief Customer Officer Customer centricity Sales 101

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. How to build and grow a digital customer community. Related: How to encourage your CS team to contribute to your community.

SaaS 52

SaaS Gamification B2B Metrics 52

Totango

SEPTEMBER 9, 2022

How to Make Your QBR Meeting Agenda Count. A quarterly business review (QBR) allows you to bring together your executives and your clients’ executives to assess the health of their business and your relationship, discuss their future goals and plans, and strategize how you can deliver more value to them. How to prepare for one.

Best practices 19

Best practices Benchmark Metrics B2B 19

Totango

JULY 31, 2020

For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward. How SaaS Enterprises Can Streamline New User Onboarding.

SaaS 127

SaaS Healthcare Customer retention Enterprise 127

Totango

SEPTEMBER 1, 2022

Why Your QBR SaaS Model Needs an AI Makeover. Quarterly business reviews (QBRs)[LINK] have become a standard practice for software providers, but today’s QBR SaaS model is rapidly transforming. Here we’ll show you how to update your SaaS QBR strategy to keep up with the latest technology and best practices.

SaaS 104

SaaS Journey mapping Upselling Best practices 104

AWS Machine Learning

JANUARY 24, 2025

In this post, we show you an example of a generative AI assistant application and demonstrate how to assess its security posture using the OWASP Top 10 for Large Language Model Applications , as well as how to apply mitigations for common threats. LLM and LLM agent The LLM provides the core generative AI capability to the assistant.

APIs 110

APIs Scripts Best practices Management 110

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). Account limits – So far, we have discussed how to deploy the gateway solution in a single AWS account.

Enterprise 112

Enterprise APIs Government Accountability 112

ChurnZero

FEBRUARY 7, 2025

How to combine CSP and CRM data to fight churn more effectively. Real-world example:Consider a SaaS company using Zoho CRM and ChurnZero to manage their customer relationships. The post How to combine CSP and CRM data to fight churn appeared first on ChurnZero. Ready to take action?

CRM 59

CRM Upselling Best practices Analytics 59

ChurnZero

JUNE 17, 2022

To share how to choose, track, and act on effective onboarding metrics, ChurnZero Customer Success Enablement Team Lead Bree Pecci joined CSM Practice for a drill-down into customer-centric onboarding. Irit: Let’s talk about that because I have a lot of customers that ask me what are best practices for surveys.

Metrics 98

Metrics SaaS Surveys Self service 98

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

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

CustomerSuccessBox

JUNE 5, 2019

TL;DR A single customer health score is not ideal for a B2B SaaS business. The best practices for configuring a health score include. A SaaS customer goes through acquisition, onboarding, retention, and upsell. Perfect health for a B2B SaaS account. Best practices for configuring a customer health score.

Best practices 89

Best practices SaaS Accountability B2B 89

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

Totango

SEPTEMBER 20, 2022

Customer Enablement Essentials: What B2B and SaaS Brands Need to Know. This helps deliver more satisfying customer experiences , promoting customer renewals and referrals, which are critical to B2B SaaS businesses. Then we’ll look at the benefits of customer enablement and how it mutually supports sales enablement strategies.

B2B 88

B2B SaaS Education Brand ambassadors 88

Totango

AUGUST 11, 2022

Learn How to Build Client Relationships Digitally: 14 Proven Tactics. 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.

SaaS 113

SaaS Journey mapping B2B Upselling 113

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

ChurnZero

NOVEMBER 4, 2022

Discover the lessons these three SaaS CEOs have learned from leading customer-centric businesses through an economic slump, and how you can apply them. To get your CS team to look outside of themselves and flex their empathy, coach them on how to interact with customers, especially when it involves delivering undesirable news.

SaaS 98

SaaS Customer centricity Finance Best practices 98

Totango

JUNE 8, 2022

OK, maybe not the world, but they have become an increasingly important factor these days for helping SaaS companies understand whether their products and services are keeping customers engaged and delivering value, so they can prevent churn, increase expansion and earn higher valuations. Embedded best practices.

SaaS 94

SaaS Best practices CRM Enterprise 94

Beyond Philosophy

DECEMBER 10, 2021

The book lays out some of the best practices for maintaining credibility for the Net Promoter System. Want to know more about how to do the same? Reichheld says the title reflects how the book is about living a purpose-driven life as an individual, team, and company. Buy his book!

Airlines 273

Airlines Metrics SaaS Accountability 273

Totango

AUGUST 18, 2021

A freemium onboarding email sequence is a series of emails sent automatically to new freemium users to provide an orientation to your SaaS product and your brand. It provides information about how to complete basic, essential tasks necessary to begin using your product, such as choosing passwords and setting up profiles.

Best practices 117

Best practices Benchmark SaaS Enterprise 117

ProProfs Blog

NOVEMBER 9, 2021

And to keep such risks at bay, you must find out how to measure customer satisfaction to analyze whether your company will perform well in the future or not. . (A Walk through this blog to gain deep insights into how to effectively measure customer satisfaction and master actionable ways to improve it. How to Calculate your NPS?

Surveys 146

Surveys Feedback Metrics Customer retention 146

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. With so many tools at your disposal, it can be challenging to determine how to best leverage a Customer Success platform and hit the ground running. In the world of B2B SaaS, not all accounts can be treated the same way. Blog Author: Alex Weihmann.

Best practices 72

Best practices Upselling Accountability SaaS 72

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 best practices to create an effective renewal strategy. Optimize Your Renewal Process.

Best practices 102

Best practices Benchmark Education Surveys 102

AWS Machine Learning

NOVEMBER 21, 2024

Take, for instance, text-to-video generation, where models need to learn not just what to generate but how to maintain consistency and natural flow across time. This granular input helps models learn how to produce speech that sounds natural, with appropriate pacing and emotional consistency. We demonstrate how to use Wavesurfer.js

APIs 95

APIs Feedback Telecommunications Management 95

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

Totango

APRIL 16, 2019

You’ve won a new customer and helped them learn how to use your product or service. Once you learn how to increase product adoption rates, customers often become brand evangelists who tell their friends, family and social media contacts about your product. How to Measure Product Adoption Rates. Congratulations!

Enterprise 78

Enterprise SaaS Social media contact Education 78

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

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. SaaS Customer Engagement Begins with the Right Metrics.

SaaS 79

SaaS Metrics Accountability Education 79

ShepHyken

APRIL 7, 2023

This week, we feature an article by Manpreet Singh Chawla, senior digital marketing executive at Knowmax , a SaaS-based organization that offers knowledge management solutions for various industries. He shares how organizations can identify and solve customer pain points. How to identify customer pain points?

Advertising 120

Advertising SaaS Multichannel Wait times 120

Amity

SEPTEMBER 19, 2016

So here you are, building the next up and coming SaaS tool, with the ever so common recurring revenue model. We will then have best practices and action items to share with them. Things are going really well. Your customers really seem to love you, and why wouldn’t they? Your product is awesome!

Management 0

Management Construction Upselling SaaS 0

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

AWS Machine Learning

FEBRUARY 1, 2024

The data sources may be PDF documents on a file system, data from a software as a service (SaaS) system like a CRM tool, or data from an existing wiki or knowledge base. There are three general types of vector databases: Dedicated SaaS options like Pinecone. Vector database features built into other services.

Best practices 136

Best practices Engineering SaaS Accountability 136