Education Services Group

JUNE 20, 2023

Continuing our series investigating all the stages of a customer journey map, I’m diving into everything that makes (or breaks) this chapter of the CX story. When SaaS (and, by extension, XaaS) came along, businesses had to start thinking differently about how they were acquiring and serving their customer bases.

Journey mapping 52

Journey mapping Government SaaS Self service 52

Totango

AUGUST 23, 2022

B2B Customer Journey Touchpoints: A Guide for CS Teams. B2B customer journey touchpoints mark the roadmap toward successful outcomes for clients and CS teams. In this way, customer journey B2B touchpoints serve as a powerful tool for increasing the effectiveness of your customer success strategy. Making upsell offers.

B2B 122

B2B Journey mapping SaaS Upselling 122

Totango

MARCH 23, 2021

A customer journey analysis helps you improve SaaS client experience and increase retention by optimizing the steps customers take in their relationship with your product and brand. You can approach doing a customer journey analysis as a six-step process: Gather customer journey data.

Journey mapping 93

Journey mapping SaaS Best practices Benchmark 93

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

MAY 6, 2022

Customer health score is one of the fastest and easiest ways to assess whether your SaaS customers are satisfied with your product and brand. These include: Creating a customer journey map as a framework for managing customer health. Planning best practices to promote health for customers at each stage of their customer journey.

Best practices 124

Best practices Upselling Metrics Journey mapping 124

Totango

DECEMBER 6, 2021

What 2021 Taught SaaS Businesses about Customer Success. As the business world adapted to the challenges of 2021, SaaS companies re-examined what customer success means in today’s digital-first environment. First, we’ll look at how the flywheel model has redefined our understanding of the customer journey.

SaaS 99

SaaS Journey mapping Best practices Customer advocacy 99

Totango

MAY 10, 2022

A customer engagement strategy is critical for retaining and growing SaaS clients. A customer engagement strategy is an action plan for promoting active client use of your SaaS product. Use a customer journey map to structure your client engagement plan and identify success outcomes and best practices for each stage of engagement.

Journey mapping 81

Journey mapping SaaS Enterprise B2B 81

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. We didn’t use any special tool. TC : Yes, definitely. What’s an auto QBR?

Journey mapping 115

Journey mapping Accountability Marketing Metrics 115

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. Completing these steps enables a new customer to start making practical use of your product and its features.

Journey mapping 99

Journey mapping SaaS Upselling Enterprise 99

ChurnZero

MAY 3, 2022

Across more than 30 playlists, you’ll discover everything you need to know about upsell, launching CS, customer training, CS careers, customer value management, retention and renewals, customer journey maps, health scores, segmentation, QBRs and much more. Crash Course in Customer Success and SaaS Metrics (with Dave Kellogg).

Journey mapping 98

Journey mapping SaaS Customer centricity Education 98

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

Totango

FEBRUARY 10, 2021

Set success goals for each stage of your customer journey map. Set Success Goals for Each Stage of Your Customer Journey Map. A great way to do this is to create a customer journey map. Configurable best practices, scorecards, and communication templates. Proactively guide customer growth.

Customer retention 90

Customer retention Journey mapping SaaS Benchmark 90

Totango

MARCH 4, 2022

In this article, we’ll take a look at the relationship between these two important ingredients for a successful SaaS business model. Finally, we’ll explore what B2B customer service and customer success have in common and why you need them to work together to achieve winning SaaS business results. What is B2B Customer Service?

B2B 98

B2B Customer Service B2C Interactive Voice Response 98

ChurnZero

SEPTEMBER 1, 2020

It’s an opportunity to join a community of experts and ABX trailblazers as they share best practices and their innovative solutions to forge meaningful relationships. This virtual event seeks to bring together everyone from Customer Success practitioners and leaders to SaaS-savvy folks. 2) The Customer Conference.

Journey mapping 98

Journey mapping SaaS Best practices Technology 98

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. We didn’t use any special tool. TC : Yes, definitely. What’s an auto QBR?

Journey mapping 91

Journey mapping Accountability Marketing Metrics 91

ClientSuccess

SEPTEMBER 17, 2019

It’s important to remember, however, that no two customers are the same, especially in the SaaS world. Instead, CSMs simply need to address their customer journey map to determine next steps. . What is a customer journey map. Why are customer journey maps important?

Journey mapping 53

Journey mapping Upselling SaaS Education 53

ChurnZero

FEBRUARY 9, 2021

This course can be taken on its own as an introduction to the topic, or as one in a series of courses from PracticalCSM.com that build upon each other to cover the entirety of CSM best practices in greater detail. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Level: Intermediate.

Journey mapping 52

Journey mapping Best practices Upselling Consulting 52

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. Conversion.

SaaS 68

SaaS Best practices Upselling Education 68

Totango

AUGUST 5, 2022

In general, for B2B clients in the SaaS industry, a client onboarding questionnaire may probe into areas such as: Preferred contact personnel and information. Using a client onboarding questionnaire offers numerous advantages, particularly for companies in the B2B SaaS industry. Why Create a Client Onboarding Questionnaire?

B2B 89

B2B SaaS Journey mapping Sales 89

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. These include: Mapping your customer journey.

Customer retention 76

Customer retention Best practices Education Benchmark 76

Education Services Group

AUGUST 25, 2023

The post Is the SaaS business equivalent to “girl math”? My Tesla is basically free because I never have to pay for gas (credit to Stephen Colbert) Disclaimer : other than ego, no bros were injured during the writing and reading of this piece. appeared first on ESG.

SaaS 52

SaaS Sales Journey mapping Feedback 52

ChurnZero

JUNE 27, 2023

In my view, an effective digital customer success strategy has four key steps involving: Customer data Customer segmentation Automation A customer journey map 1. Develop a simple customer journey map The next step is to outline your digital customer journey. They feel it’s not good or clean enough to use.

Journey mapping 52

Journey mapping SaaS Customer advocacy Finance 52

CustomerSuccessBox

APRIL 12, 2022

Customer journey mapping is the best way of understanding the customer journey as a whole. Throughout the customer journey, there are various touchpoints and with the smart technology and data-driven comprehensive, these insights are easily available. Additional Reads- 7 Best practices for a Customer Journey Map!

Journey mapping 52

Journey mapping Construction Sales SaaS 52

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 Lifecycle/Journey Mapping.

Journey mapping 49

Journey mapping SaaS Metrics Accountability 49

Liveops

JANUARY 25, 2019

Brainstorm and lay out customer journeys with this free, no-frills canvas-making tool. Go deeper into customer journey mapping with software that not only identifies touchpoints but assigns individuals to be accountable for managing and improving metrics associated with each touchpoint. Canvanizer. Learn more: canvanizer.com.

Technology 82

Technology Customer Experience Journey mapping Enterprise 82

Totango

NOVEMBER 5, 2021

Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. We didn’t use any special tool. TC : Yes, definitely. What’s an auto QBR?

Journey mapping 62

Journey mapping Accountability Marketing Metrics 62

ClientSuccess

NOVEMBER 15, 2017

For larger companies or organizations in more mature markets or even global markets, customer lifecycle mapping can be a key differentiator from competitors in a crowded industry. Global organizations especially must pay attention to the Customer Journey Map and Customer Lifecycle Management. Blog Posts.

Enterprise 40

Enterprise Journey mapping Management Benchmark 40

Natalie Petouhof

OCTOBER 12, 2016

With SaaS solutions, the SI’s role is changing to focus on strategy, tactics and choosing technology. Customer experience SIs guide brands’ CX journeys on all channels (e.g., SIs use gaps to create a long- and short-term road map, emphasizing low-hanging fruit and large ROI. Best practices methodology .

Customer Experience 45

Customer Experience Journey mapping Consulting Consulting 45

CustomerSuccessBox

JULY 22, 2022

In addition to highlighting the critical touch points from the CX, SaaS, and customer success perspectives, this blog will concentrate on best practices to assist you in optimizing them so you can quickly realize all the benefits. However, offering a personalized, hands-on experience might not be the best option for scaling.

SaaS 52

SaaS Journey mapping Self service Upselling 52

Totango

MARCH 2, 2021

Then we’ll break down how you can deliver value at each of your customer journey stages to promote higher customer retention and brand advocacy at the end of the process. Mapping the Stages of Today’s Customer Journey. The SaaS business model has transformed contemporary understanding of customer journey stages.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

Totango

JUNE 4, 2021

By combining technology with best practices, you can maximize interaction with your clients and build brand loyalty. Use your customer journey map to plan events that trigger customized offers. We’ll also show you how technology can help you automate your engagement strategy. Rewards will differ from B2B to B2C customers.

B2C 63

B2C Upselling Journey mapping B2B 63

ClientSuccess

APRIL 15, 2019

When one looks at the typical SaaS method of sales and customer success, there is a clear funnel in place. In the past few years as the traditional SaaS sales and marketing model has taken hold, customer churn has been the sole responsibility of customer success teams. Here are three ways SaaS companies can address customer churn: 1.

SaaS 50

SaaS Journey mapping Benchmark Sales 50

ChurnZero

MAY 3, 2022

Across more than 30 playlists, you’ll discover everything you need to know about upsell, launching CS, customer training, CS careers, customer value management, retention and renewals , customer journey maps, health scores , segmentation , QBRs and much more. We’ll help you find your path to success.

Journey mapping 52

Journey mapping SaaS Customer centricity Education 52

ClientSuccess

MARCH 27, 2018

Many times the process of defining the pre and post sales stages is part of building out a customer journey map or strategy. One of the key takeaways from Jeppsen’s approach is to define what you want the customer to experience along the journey before you define the stage names. Let’s dive into this a little deeper.

Journey mapping 40

Journey mapping Customer Experience Education Best practices 40

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. How to unite your entire company around customer success. ? How to build and align the customer journey map and experience. Your Presenter.

Journey mapping 40

Journey mapping SaaS Metrics Best practices 40

Education Services Group

JULY 20, 2021

When using a CS tool to manage the customer journey and lifecycle, you can keep track of each of the playbooks and journey maps a customer might go down with more or less automation accordingly, but as you scale or change those touch points, that just means there’s more to account for as you go.

Accountability 98

Accountability Chatbots Surveys Journey mapping 98

CustomerSuccessBox

FEBRUARY 23, 2022

You’ve made the decision to start a Customer Success department at your B2B SaaS company. Everyone enjoys a “how-to” guidebook that outlines all of the best practices for implementing, optimizing, and expanding their customer success function. How do you know where your consumers are right now in their journey?

Journey mapping 52

Journey mapping SaaS Upselling Accountability 52