Callminer

APRIL 23, 2019

Expert PCI Compliance Tips & Best Practices. Below, we’ve rounded up 17 tips and best practices for PCI compliance from industry and regulatory experts. Expand your call recording practices. Train agents thoroughly on everything compliance-related and integrate PCI best practices into their scripts.

Best practices 159

Best practices Call Center Banking Contact Center 159

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

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. What Is B2B Customer Segmentation? Keep your data accurate and current.

Best practices 106

Best practices B2B Journey mapping Upselling 106

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.

SaaS 118

SaaS Best practices Sales Marketing 118

Callminer

MAY 2, 2018

Here’s a look at hosted call center software, its advantages, and best practices for choosing the right delivery model for your call center. Hosted software also is referred to as software as a service (SaaS) or cloud software, if the servers are virtualized. A Definition of Hosted Call Center Software.

call center software 140

call center software Call Center Best practices call center solutions 140

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?

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. How to Structure a Customer Success Team: Four Best Practices. Customer success organizations will enjoy an optimal performance by following some established best practices. What Roles Are on a Customer Success Team?

Best practices 101

Best practices Chief Customer Officer Customer centricity Sales 101

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

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. Proactively Optimizing SaaS Onboarding.

SaaS 127

SaaS Healthcare Customer retention Enterprise 127

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

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.

Best practices 40

Best practices Sales CRM Finance 40

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

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.

B2B 114

B2B SaaS B2C Upselling 114

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.

SaaS 98

SaaS Best practices Gamification Feedback 98

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.

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Best practices SaaS Accountability B2B 89

ChurnZero

JUNE 24, 2022

What does this mean for B2B SaaS businesses? In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. It’s the largest survey of private SaaS companies in the world with over 1,500 responses.

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Benchmark SaaS Metrics B2B 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.

Best practices 72

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.

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. These methods may be used in both B2B and SaaS contexts. First, we’ll define what customer enablement is.

B2B 88

B2B SaaS Education Brand ambassadors 88

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

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

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.

SaaS 98

SaaS Customer centricity Finance Best practices 98

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

Totango

SEPTEMBER 17, 2021

The freemium SaaS model , where you offer limited free use of your product to promote a premium version, has become common in the tech industry. But is it the best way to sell a SaaS product? We’ll take a closer look at what the freemium SaaS model is and what its pros and cons are. What Is the Freemium SaaS Model?

SaaS 78

SaaS Best practices Upselling Journey mapping 78

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 112

APIs Scripts Best practices Management 112

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).

Enterprise 112

Enterprise APIs Government Accountability 112

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.

Airlines 273

Airlines Metrics SaaS Accountability 273

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

ClientSuccess

FEBRUARY 8, 2023

Research Vectors by Vecteezy Many customer success leaders in the SaaS space are faced with the same question: who should own customer renewals? The post Evaluating Who Should Own Saas Renewals appeared first on ClientSuccess. In conclusion, understanding who owns customer renewals is a complex issue that varies based on many factors.

SaaS 71

SaaS Upselling Accountability Sales 71

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

JUNE 17, 2022

She collaborates with CS leadership to create internal learning paths that align with ChurnZero’s CS philosophy, processes, and best practices. Irit: Let’s talk about that because I have a lot of customers that ask me what are best practices for surveys. In her role, Bree lives and breathes measurement.

Metrics 98

Metrics SaaS Surveys Self service 98

Revation Systems

JANUARY 5, 2023

Now that I’ve (hopefully) illustrated the connection security has in developing trust, let’s talk about best practices when evaluating prospective vendors to ensure they pass the trust test. Third-party validation – Look for third-party validation through compliance and industry best practices.

Best practices 62

Best practices Morale B2B SaaS 62

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. Additionally, 60% have solved a problem through a digital community, and 78% have engaged directly with brands at least once per quarter.

SaaS 52

SaaS Gamification B2B Metrics 52

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.

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Best practices Engineering SaaS APIs 136

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.

SaaS 71

SaaS CRM Advertising Analytics 71

CSM Magazine

MARCH 26, 2024

But developers are instrumental in shaping customer experiences that can make or break the success of a SaaS product. In this guide, we’ll explore strategies that SaaS developers can implement to enhance customer satisfaction and forge lasting relationships with their user base.

SaaS 52

SaaS Customer Experience Construction Analytics 52

CSM Magazine

FEBRUARY 12, 2025

Meet accessiBe: Accessibility Made Simple Founded in 2018, accessiBe is a SaaS pioneer with a clear mission: to accompany companies of all sizes who want to prioritize web accessibility. Their flagship tool, accessWidget , leverages artificial intelligence to break down digital barriers.

SaaS 52

SaaS Best practices Technology 52