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

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. Analyze your KPI data to identify any noteworthy trends. For SaaS B2B clients, possible attendees may include: Managers of end-users. QBR Best Practices.

Best practices 19

Best practices Benchmark Metrics B2B 19

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. Human/Market input : CSM input, sales inputs, and market trends.

Best practices 89

Best practices SaaS Accountability B2B 89

ChurnZero

NOVEMBER 11, 2022

These are just some of the findings in this year’s Customer Success Leadership Study, ChurnZero’s third annual report on the top trends and opportunities in Customer Success, presented in partnership with ESG and sponsored by Higher Logic Vanilla and involve.ai. Related: Which Customer Success best practices should you keep or let go in 2023?

SaaS 98

SaaS Metrics Best practices Benchmark 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

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

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

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

ChurnZero

JANUARY 17, 2020

ChurnZero Power-Users Share Tips, Tricks and Best Practices. The consistency afforded by automating your CS onboarding process can uncover common trends and bottlenecks and provide s insight into what works and what doesn’t. In the world of B2B SaaS, not all accounts can be treated the same way.

Best practices 72

Best practices Upselling Accountability SaaS 72

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. So how do you increase survey response rates?

Best practices 66

Best practices Surveys B2B Feedback 66

Kayako

FEBRUARY 16, 2017

CEB, the insight and technology company that investigates customer loyalty best practices, reported that 67% of customers prefer self-service over talking to your team. Having a well-placed search box or bar, is considered a help center or knowledge base design best practice. It cannot be considered standard.

SaaS 110

SaaS Self service Best practices Customer Support 110

ShepHyken

SEPTEMBER 4, 2023

You can’t download a report about digital or technology trends without being assailed with stats and surveys outlining how great CX is key to keeping and gaining customers. they’re everywhere. The old saying, “It costs less to keep existing customers than to chase after new ones,” comes to mind.

Customer Service 180

Customer Service Customer retention SaaS Best practices 180

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. Evaluate if the customer is trending in that direction. Identify emerging trends to better refine your onboarding journey and remove bottlenecks.

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. Staying current with industry trends and emerging technologies.

SaaS 52

SaaS Upselling Enterprise industry standards 52

Totango

MARCH 19, 2021

Today’s SaaS customer journey re-envisions the customer’s experience as a circular flywheel, emphasizing the continuity between pre-sales and post-sales experience and between the way successful customer retention sets the stage for brand advocacy and the recruitment of new prospects.

Best practices 126

Best practices Customer retention Upselling SaaS 126

ChurnZero

MARCH 10, 2022

Online Customer Success communities are excellent places to gain fresh perspectives, stay on the pulse of industry trends, learn from seasoned Customer Success professionals and other SaaS experts, and have conversations with like-minded folks. Stay on top of industry trends and news. Build your personal brand. You’re in luck.

Best practices 98

Best practices SaaS B2B Consulting 98

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.

SaaS 98

SaaS Customer retention Best practices Telecommunications 98

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.

Contact Center 334

Contact Center Call Center Average Handle Time Real estate 334

CSM Practice

FEBRUARY 15, 2021

In Q4 of 2020, CSM Practice synthesized its survey results from close to 200 of US-Based SAAS companies. It also sought to understand the major trends of customer health scores. This blog will discuss takeaways and trends in customer success about one of the most popular tools – the customer health score.

Surveys 64

Surveys SaaS Benchmark Upselling 64

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. . A successful sales management training program will account for past selling trends. Sales Team Training Best Practices Checklist for Your Salespeople.

Best practices 62

Best practices Sales Call Center Coaching 62

Fonolo

NOVEMBER 29, 2018

No, it’s the top contact center trends to watch for in 2019. As always, we keep watch of trends and issues pertinent to contact centers, continuously shifting due to technological advancements; mergers and acquisitions in the SaaS space; the realigning of customer service and experience priorities on the part of brands; and more.

Contact Center 73

Contact Center Gamification contact center workforce Education 73

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. Then, we’ll review how the freemium model has emerged as the optimal way to introduce prospects to SaaS products.

SaaS 99

SaaS Journey mapping Best practices Customer advocacy 99

CSM Practice

MAY 22, 2020

More and more SaaS businesses are realizing the value of having a customer success team to ensure the continued success of their customers. Successful customers are more likely to renew and pay more through renewals and expansion, ensuring a steady revenue growth for SaaS businesses. What Is the Best Compensation Plan for CSMs?

SaaS 126

SaaS Metrics Accountability Customer centricity 126

ChurnZero

DECEMBER 20, 2021

B2B SaaS Benchmarks: How Does Your Company Compare to +1500 of Its Peers? Watch this webinar to cover: A deep dive on 2020 SaaS retention benchmarks and the impacts the pandemic has had. Overview of the current B2B SaaS market and valuation drivers. Overview of the current B2B SaaS market and valuation drivers.

Chief Customer Officer 98

Chief Customer Officer SaaS Benchmark B2B 98

Totango

FEBRUARY 15, 2019

Measuring product adoption by users is critical for SaaS and Cloud companies as this is the most telling indicator of the value customers are getting from products and services. In order to create this visibility, cloud and SaaS product teams need to instrument their applications (web, mobile, saas) to report on product usage.

SaaS 72

SaaS B2C B2B Metrics 72

Totango

JULY 21, 2020

The current COVID-19 pandemic has not been kind to many industries, and SaaS is no exception. In March of this year, SaaS stocks reached a 20 percent decline from their selling highs. Communications SaaS companies have watched the growth rate of subscriptions rise by 1.4X. Stay Agile As a Company.

SaaS 65

SaaS Calibration Enterprise Customer retention 65

TechSee

JANUARY 25, 2023

Rick has more than 15 years experience in B2B and SaaS software marketing across a diverse group of start-up, growth stage and enterprise companies. Many innovative technologies, applications, fascinating case studies, lists of best practices, and more information are being developed daily. How to sift through it all?

Automotive 41

Automotive Management Enterprise B2B 41

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

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.

SaaS 81

SaaS Best practices industry standards Consulting 81

ClientSuccess

OCTOBER 17, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. We’ve compiled a list of 12 Customer Success Best Practices That Can Positively Impact Your Work as a CSM. How has it helped you? ”.

Best practices 56

Best practices Chief Customer Officer Customer advocacy SaaS 56

ChurnZero

MAY 26, 2021

These workspaces are used to discuss emerging CS topics, share best practices and resources, and even provide networking and job posting capabilities. . The CSN empowers client-facing experts to collaborate with their peers in sharing best practices, implementation tips, key metrics, and CS transformation trends.

SaaS 86

SaaS Best practices Analytics Metrics 86

Totango

JUNE 28, 2021

A f reemium strategy forms a foundation for SaaS marketing, but it’s often used without being understood. A freemium strategy uses a free version of a SaaS product to promote a premium version. Freemium strategy is a SaaS marketing and sales tactic which uses a free version of a product to promote a premium version.

Upselling 96

Upselling SaaS Best practices Sales 96

aircall

APRIL 16, 2021

SaaS software, also known as cloud-based software, has now gone mainstream, making it easy for teams to leverage all the software programs they need to work collaboratively, wherever they are. Let’s look specifically at how SaaS software can help sync your sales and support teams so they work together in perfect harmony.

SaaS 62

SaaS Sales Coaching APIs 62

ChurnZero

MAY 3, 2022

Let’s explore five of the best Customer Success YouTube channels for learning how to fight churn, understand industry trends, and position yourself for professional success in CS. Customer Success skills (playlist) : Quick tips and best practices for CSMs on the ground. 1: SuccessHACKER. 4: Blake Morgan.

Journey mapping 98

Journey mapping SaaS Customer centricity Education 98

ClientSuccess

MAY 8, 2019

A purely data driven approach may give you false-positive or false-negative signals By taking a holistic approach at all touch points of the customer experience—not just those directly tied to product or usage—SaaS companies more accurately determine the health of their customer base and take actions that improve customer health and retention.

SaaS 59

SaaS Metrics Accountability industry standards 59

Totango

DECEMBER 8, 2020

As a manager, when your organizational best practices and your customer’s goals align with your employee’s actions and responsibilities, you have the perfect conditions for growth. . It is an approach that has worked effectively at one of the world’s leading SaaS companies. Optimize One-on-Ones. Get started for free today. .

Accountability 99

Accountability SaaS Best practices Enterprise 99