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

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. Check out these tips from some of ChurnZero’s CS Power Users and learn why ChurnZero and CS teams create a robust combination! . In the world of B2B SaaS, not all accounts can be treated the same way. Blog Author: Alex Weihmann. Jump to: .

Best practices 72

Best practices Upselling Accountability SaaS 72

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

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.

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B2B SaaS Education Brand ambassadors 88

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

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.

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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.

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SaaS Upselling Accountability Sales 71

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

Totango

SEPTEMBER 13, 2022

Having a playbook in place can help you deliver better results for your SaaS customers and yield higher satisfaction, retention, and revenue for your business. What Are The Benefits Of Having A Customer Success Playbook in SaaS? The benefits of customer success playbooks for SaaS providers are numerous.

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SaaS Upselling Best practices Customer retention 93

ClientSuccess

DECEMBER 5, 2022

A Customer Advisory Board (CAB) is a powerful tool for SaaS companies to maximize customer success. Here are a few tips for setting up and running an effective CAB: • Get the right mix of individuals. The CAB is an integral part of any successful SaaS business, so make sure to have a plan for. Find customer champions.

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SaaS Customer advocacy Feedback Enterprise 87

CrazyCall

MAY 20, 2019

New best practices, strategies, techniques, and approaches spring up like mushrooms and it’s hard to keep track of them. To help you stay on the front of the race we’ve compiled a list of 97 super-effective sales tips that will help you take your sales skill to the next level. Sales Tips from Top Sales Gurus.

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Sales Coaching Scripts Education 123

Totango

MAY 10, 2022

A customer engagement strategy is critical for retaining and growing SaaS clients. After considering what a customer engagement strategy is and its benefits, we’ll offer ten key tips for keeping enterprise executives and stakeholders engaged. It’s especially important to engage executives and stakeholders to ensure retention.

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Journey mapping SaaS Enterprise B2B 81

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.

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SaaS Gamification B2B Metrics 52

Totango

MARCH 8, 2022

Providing a forum to share CS strategies, tips, and best practices. Offering career advancement tips for CS professionals. Offering tips on how to run customer success communities. Nine Best Customer Success Communities in 2022. Here are nine of the best customer success communities to consider joining.

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Best practices SaaS B2B Marketing 122

ShepHyken

SEPTEMBER 4, 2023

7 Tips for Building a Successful Customer Onboarding Process by Rahul Sridhar (G2) This blog will explore key strategies and best practices for building a successful customer onboarding process. The old saying, “It costs less to keep existing customers than to chase after new ones,” comes to mind.

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Customer Service Customer retention SaaS Best practices 174

Totango

MARCH 10, 2020

To do that, we can use these 5 customer experience tips: Turn Customer Hopes into Personal Goals. These tips will help you distill the entire customer journey into easy to manage, easy to accomplish daily goals and actions. . You’re using real customer information to create practical and effective customer engagements. .

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Customer Experience Upselling Feedback SaaS 93

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. Are they now missing items and tips and tricks that they should know at this point in time? The post How to set baseline SaaS onboarding metrics appeared first on ChurnZero.

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Metrics SaaS Surveys Self service 98

Totango

APRIL 16, 2019

Customer success platforms incorporate adoption best practices and make it easier to implement your engagement strategies. If you have a large number of customers, product lines or sales channels, customer success software will be especially useful.

Enterprise 78

Enterprise SaaS Social media contact Education 78

CustomerSuccessBox

MARCH 31, 2022

Extra resource : Customer Onboarding Framework for B2B SaaS. Best Practices for Effective Customer Onboarding. What are the best practices for effective customer onboarding? Here are eight tips for you to follow to improve onboarding experiences with your brand. So let’s get down to business.

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Best practices SaaS Upselling B2B 52

Education Services Group

JANUARY 13, 2023

As businesses embrace the everything-as-a-service transformation, some find it more difficult than others to make the shift to SaaS. There’s a term for when a business takes the leap from traditional to SaaS: swallowing the fish. 5 tips for CS leaders managing the transition from traditional to SaaS.

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SaaS Enterprise Best practices Sales 52

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

Totango

JANUARY 17, 2019

Not to get too philosophical, but each journey begins with a first step, and in the SaaS domain, that means onboarding. Customer renewal success is critical for SaaS enterprises. Building SaaS Customer Loyalty Focused on Mutual Growth. A rapid onboarding process is your first chance to impress.

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SaaS Enterprise Customer retention Upselling 74

aircall

FEBRUARY 1, 2021

To make that happen, you’ll need to clearly define your sales training process, invest in the right training programs, and follow best practices for training sessions. . Tips for building your sales team training program: Make it as interactive as possible: In general, people learn by doing. What Is Sales Team Training?

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Best practices Sales Call Center Coaching 62

ChurnZero

FEBRUARY 15, 2022

Customer education best practices : how to educate customers Using a customer education strategy is effective at converting prospects into long-term customers. Here are our top tips for how to educate customers with customer education best practices.

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Best practices Education Sales Analytics 52

ChurnZero

FEBRUARY 15, 2022

Customer education best practices : how to educate customers. Here are our top tips for how to educate customers with customer education best practices. Here are our top tips for how to educate customers with customer education best practices. Own your customer education.

Education 52

Education Best practices Sales Analytics 52

Amity

JUNE 27, 2018

Whether you’re new to Customer Success or always keen to learn more, this blog will give you tips, teach you about CS trends, and prepare you for the future of the Customer Success industry! You’re building the knowledge and best practices for Customer Success as you try new things and make mistakes.

Customer centricity 82

Customer centricity SaaS Education Best practices 82

CustomerSuccessBox

MARCH 17, 2022

Read further to know in detail about the best practices that you should follow for building an effective Customer Journey Map. Pro tip : Customer Journey in SaaS. 7 Best Practices for an Effective Customer Journey Map. The post 7 Best practices for a Customer Journey Map! appeared first on.

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Journey mapping Best practices Construction Benchmark 52

Amity

JULY 13, 2016

The misconception with SaaS is that there is no longer a need for a team of this nature in today’s organization. However, there are a number of resources on SaaS, growth, retention, and Customer Success with valuable insights that you should be tapping into as well. But this couldn’t be farther from the truth.

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SaaS Best practices industry standards Consulting 81

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. To ensure continuing engagement, you should initiate actions to add value, such as sending reminders or tutorial tips based on customer activity.

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Best practices Upselling Metrics Journey mapping 124

ClientSuccess

DECEMBER 14, 2020

The customer success function has been thrust into the spotlight at many SaaS organizations, and the health and sentiment of customers is now a company-wide initiative for many teams. The #1 tip for building your customer success process: Transparency and Visibility. eBook: Customer Success Best Practices from 20+ Executives.

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Accountability SaaS Best practices Metrics 65

Amity

JANUARY 30, 2018

Throughout her career in Customer Success, she’s had the opportunity to try a couple of things and has picked up some life-saving best practices along the way. Tip #1: Customer Success Managers are the window to the customer’s soul. Tip #2: First impressions matter. Communicate your product roadmap regularly.

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Upselling Accountability Sales SaaS 69

Netomi

NOVEMBER 14, 2022

In today’s digital-first world, and an era of remote and hybrid workplaces, the number of SaaS solutions used by companies on a daily basis is overwhelming – in 2021, organizations worldwide were using an average of 110 SaaS apps! How AI helps SaaS companies connect with customers in the moments that matter most.

SaaS 52

SaaS Multichannel Upselling Education 52

ChurnZero

MAY 3, 2022

Customer Success Career (playlist) : Tips for getting hired, then hiring your own team. Known for their scientific, data-driven approach to playbook and process design, training, and coaching, Winning By Design is an agency with a long track record of advising CS, sales and marketing teams at high-growth SaaS companies.

Journey mapping 98

Journey mapping SaaS Customer centricity Education 98

ProProfs Blog

OCTOBER 30, 2021

Also Read: Survey Question: 250+Examples, Types & Best Practices. So, whether you are conducting a user research survey or any other survey, the best way out is to take it online. (You Read More: Tips to Avoid Leading and Loaded Questions. This is the best way to understand how users perceive your product.

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Surveys Best practices Construction Analytics 139

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.

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B2B Journey mapping SaaS Upselling 122

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 98

Journey mapping Best practices Upselling Consulting 98

Totango

NOVEMBER 8, 2021

As more consumers turned to e-commerce, more companies had to step up their digital game, in turn forcing SaaS providers to deliver so brands could satisfy their buyers. The mass transformation of businesses to digital, forced by the pandemic, has raised customer expectations for both consumers and businesses which rely on SaaS providers.

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Customer Experience SaaS Best practices Surveys 110