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.

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Best practices SaaS Customer centricity Finance 128

Totango

JANUARY 22, 2019

Recurring revenue is the lifeblood of any SaaS enterprise operating within today’s new subscription economy. The digital transformation of business has led to an explosion of demand for SaaS products, but the low barrier to entry and the fluidity it has afforded customers has created immense competitive pressures.

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Best practices SaaS Upselling CRM 72

Totango

AUGUST 9, 2022

B2B customer segmentation gives you the power to customize your service and even personalize it for individual clients. This article will give you six best practices for optimizing your B2B customer segmentation. This can help teams prioritize high-value opportunities and tailor sales presentations for personalized appeal.

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Best practices B2B Journey mapping Upselling 106

AWS Machine Learning

MARCH 11, 2024

To support small businesses on their brand-building journey, VistaPrint provides customers with personalized product recommendations, both in real time on vistaprint.com and through marketing emails. Transform the data to create Amazon Personalize training data. Import bulk historical data to train Amazon Personalize models.

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Totango

OCTOBER 25, 2022

The tiers of a SaaS company’s customer success team structure may have a variety of roles. VP of Customer Success : This person oversees the development and implementation of CS strategies, manages the existing customer base, and handles the management and growth of the CS team. What Roles Are on a Customer Success Team?

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Best practices Chief Customer Officer Customer centricity Sales 101

Totango

AUGUST 3, 2021

A freemium strategy is one of the best ways to sell a SaaS product. However, common freemium SaaS mistakes can thwart this otherwise effective approach. Here we’ll help you steer clear of the most frequent pitfalls SaaS companies encounter when deploying a freemium sales model. Limiting storage space.

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SaaS Best practices Sales Marketing 118

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. They are: Use Customer Goals and Objectives to Personalize Onboarding. Reduce Friction and Other Engagement Barriers.

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Totango

FEBRUARY 23, 2022

Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. First, we’ll define what a SaaS customer journey is, break it down into stages, and explain why mapping it out is important. What Is a SaaS Customer Journey? What Are the Stages in a SaaS Customer Journey?

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SaaS Journey mapping Upselling Best practices 117

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.

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Best practices Sales CRM Finance 40

Totango

JULY 1, 2022

For B2B SaaS companies, customer loyalty drives subscription renewals and brand advocacy, making it a critical component of a profitable business model. This blog will look at why customer loyalty is vital for B2B SaaS businesses and how successful companies effectively cultivate it. First, we’ll discuss what customer loyalty is.

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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?

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Best practices Benchmark Metrics B2B 19

ChurnZero

MAY 4, 2023

Companies operating in the SaaS space also stand to gain by borrowing a page from this playbook and striving to build a community online. Research suggests SaaS companies that foster online customer communities strengthen key metrics that are important to Customer Success.

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SaaS Gamification Best practices Feedback 98

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.

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Best practices Metrics Enterprise Feedback 72

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.

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SaaS Customer Service Best practices Customer Support 83

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?

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Best practices B2B Sales Multichannel 75

Totango

AUGUST 12, 2020

The digital transformation of business has empowered customers to expect personalized, on-demand attention from their service partners. 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.

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SaaS Upselling Enterprise Best practices 88

Kayako

NOVEMBER 3, 2016

I keep hearing about SaaS. Account management isn’t new, but its role has evolved with the rise of Software as a Service (SaaS) companies. (We It is human nature to feel more comfortable talking about your requirements to one person. Bringing internal staff up to best software practices.

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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. Part of adopting an agile mindset means making fast decisions with the best information you have. A SaaS business’s greatest source of intel is direct customer feedback.

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SaaS Customer centricity Finance Best practices 98

Nicereply

NOVEMBER 1, 2022

In this article, I’ll walk you through the benefits of personalized customer service and some actionable tips on improving it. In this article, I’ll walk you through the benefits of personalized customer service and some actionable tips on improving it. What is Personalized Customer Service? Let’s dive in.

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Best practices Personalization Customer Service Chatbots 52

AWS Machine Learning

APRIL 10, 2025

In this post, we seek to address this growing need by offering clear, actionable guidelines and best practices on when to use each approach, helping you make informed decisions that align with your unique requirements and objectives.

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APIs Metrics Best practices Construction 126

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.

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SaaS Best practices Enterprise Finance 77

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.

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APIs Scripts Best practices Management 119

Beyond Philosophy

DECEMBER 10, 2021

The book lays out some of the best practices for maintaining credibility for the Net Promoter System. For example, Software as a Service (SaaS) companies have a net revenue retention rate, a well-defined component that links to SaaS companies’ market valuations. Several industries use this metric already.

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Airlines Metrics SaaS Accountability 273

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). At this point, you need to consider the use case and data isolation requirements.

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Enterprise APIs Government Accountability 115

delighted

MAY 10, 2019

Here’s our heavily curated list of 16 tried-and-true best practices for increasing survey responses without sacrificing quality. B2B/SaaS Product Feedback. For more complicated B2B or SaaS platforms, this could be a couple of weeks after onboarding and platform implementation. Personalize the survey experience.

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Best practices Surveys B2B Feedback 66

Totango

JANUARY 31, 2019

Every successful SaaS company must be a strict disciple of the culture of the customer. The personalization of subscription services means customers expect an individual experience from every product they engage in or they will simply move to a competitor. In order to do that, you need to use the right SaaS customer engagement metrics.

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SaaS Metrics Accountability Education 79

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. Powerful automation can take human error out of the onboarding equation while still allowing for a personal touch. . In the world of B2B SaaS, not all accounts can be treated the same way. Blog Author: Alex Weihmann. On Accurately Organizing Customers .

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CSM Practice

JUNE 16, 2020

Businesses are getting ready to return to work in the physical workplace indicates that employers and employees are embracing the “new normal”, overcoming the fear of the COVID-19 pandemic and adapting to the new culture and best practice. The post “Return to Work” Best Practices amidst COVID-19 appeared first on CSM Practice.

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Best practices SaaS Surveys Accountability 59

Callminer

OCTOBER 11, 2018

Nate is the Marketing and IT Manager for Maple Holistics , a company that provides all-natural and cruelty-free personal care products. 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. .

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Call Center Metrics Contact Center Wait times 561

ChurnZero

MARCH 7, 2025

An active digital customer community is a competitive advantage for any B2B SaaS company. A community is a collection of people with a common interest who gather in a virtual or in-person space to connect, share, learn, collaborate, and grow. Here’s what we learned, with five actionable steps for success.

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SaaS Gamification B2B Metrics 52

Callminer

AUGUST 1, 2017

If all these points mentioned above are practiced, the contact center will have a great track record with their clients and agents alike. Bill Dettering is the CEO and Founder of Zingtree , a SaaS solution for building interactive decision trees and agent scripts for contact centers (and many other industries). Bill Dettering.

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Totango

SEPTEMBER 22, 2022

SaaS Tools to Jumpstart Your Business Growth: Five Essential Apps. Software-as-a-Service ( SaaS ) tools automate your business functions, fueling your growth by increasing efficiency. Here we’ll guide you through the essential SaaS tools you need for business growth. What Are SaaS Tools? SaaS Customer Success Tool.

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SaaS CRM Advertising Analytics 71

ChurnZero

FEBRUARY 7, 2025

Real-world example:Consider a SaaS company using Zoho CRM and ChurnZero to manage their customer relationships. You can personalize your approach more effectively when you have more information about the customer. Timely engagement Waiting until customers complain works against your goals.

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CRM Upselling Best practices Analytics 59

Revation Systems

JANUARY 5, 2023

Organizations need to earn their customers’ trust, and it happens when they feel confident their personal information will be held securely throughout its journey. Third-party validation – Look for third-party validation through compliance and industry best practices. In today’s digital environment, security builds trust.

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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.

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SaaS Journey mapping B2B Upselling 113

Kayako

JULY 27, 2017

But this is your life as a manager developing a SaaS customer support model that scales. Some of the best metrics can help you to analyze the health of your team and their relationship with your customers. 5 Metrics that shape your SaaS customer support model. Use the right support metrics to lift your company’s SaaS model.

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Metrics SaaS Surveys Enterprise 80

Totango

JUNE 26, 2020

By embracing the following customer retention best practices, you can guide your customers through the current business landscape and be poised to thrive on the other side. The COVID-19 pandemic has had an economic impact that threatens to cause a lasting downturn in SaaS business. Recovering from the Effects of COVID-19.

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