CSM Magazine

JANUARY 28, 2025

For example, a SaaS company might offer an in-app tutorial detailing their platform’s key features. Certifications and Courses For businesses offering complex services, structured programs that certify customers in using your products can instill expertise while building credibility in your brand.

Education 52

Education Upselling SaaS Self service 52

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

ChurnZero

MARCH 31, 2022

Did you catch our Customer Success and SaaS metrics crash-course webinar with leading SaaS expert Dave Kellogg, of Dave Kellogg Consulting ? We’d like to extend a huge thanks to Dave for his expert insights below, which will help you choose and use Customer Success and SaaS metrics in a more nuanced and purposeful way.

SaaS 98

SaaS Metrics Accountability Technical Support 98

ChurnZero

FEBRUARY 14, 2023

That’s according to a landmark webinar we hosted last fall titled, “A Crash Course in Customer Success and SaaS Metrics” with Dave Kellogg and You Mon Tsang. Understanding the nuance behind Customer Success metrics will help you build consensus around which numbers are the best numbers to track for your SaaS company.

SaaS 94

SaaS Metrics Customer retention Construction 94

ChurnZero

FEBRUARY 9, 2021

One very accessible way to do that is through LinkedIn Learning , which is an offering of video courses taught by industry experts in software, creative and business skills. To help you amp up your Customer Success management skills here’s a breakdown of our top recommendations for courses to consider taking. Level: Beginner.

Journey mapping 52

Journey mapping Best practices Upselling Consulting 52

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

JULY 9, 2020

These SaaS companies offer comprehensive training programs, resources, and events to their customers and even the larger professional community. Moderators keep their eyes on the road (and clock) to make sure speakers don’t veer the discussion too far off course, get stuck in a tangent, or miss a main point.

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

CustomerSuccessBox

OCTOBER 12, 2018

Of course, it is not economically feasible to provide each of these customers a single CSM and hence one CSM takes care of several of these customers. Only then will they renew their contracts and you may even be able to upsell. The post Why your SaaS might need an onboarding specialist? Who needs an onboarding specialist?

SaaS 61

SaaS Upselling Management Sales 61

CustomerSuccessBox

JULY 1, 2022

This prevents the wastage of more time and money on the wrong course. For instance, performing business reviews typically enhances upsell sales. Also known as Upsell Revenues, this is a percentage that reflects how much money resulted from existing customers opting into extra products or services over a certain time period.

SaaS 52

SaaS Upselling Metrics Accountability 52

Totango

MARCH 5, 2021

Each customer you acquire and retain makes more purchases over the course of their relationship with you than those who churn. Over the course of the month, you gained 20 customers and lost 10. Of course, we’d all love to see a CRR of 100%, but remember that this may not be realistic. 190 ÷ 200) x 100 = CRR.95 95 x 100 = CRR.

Customer retention 92

Customer retention Upselling Enterprise Benchmark 92

ChurnZero

SEPTEMBER 8, 2021

Join Cloud and SaaS Founders, VC and Execs, in-person, once again in the SF Bay Area! The 7 th SaaStr Annual is the largest non-vendor confab in the world, uniting the global B2B SaaS community both online and off. 6 Tips to Learn Hw to Upsell and Cross-Sell – Discover how to expand your customer accounts with integrity. .

Personalization 95

Personalization SaaS Upselling B2B 95

CustomerSuccessBox

MARCH 10, 2022

In this day and age, all B2B SaaS firms want to optimize Automation to scale Customer Success in their organizations. Managing your customers and their success path as a SaaS company is a meticulous process. SaaS businesses across the globe lose a chunk of their revenue due to poor customer service or experience.

SaaS 52

SaaS Upselling Education Accountability 52

Amity

NOVEMBER 21, 2013

Reducing customer acquisition cost (CAC) is critical to the success of any SaaS business. A recent blog post by Lincoln Murphy, The SaaS Myth and Misguided Optimization , introduced the concept of SaaS CAC Efficiency – in a nutshell, it’s not so much a metric but a new SaaS CAC point of view.

SaaS 48

SaaS Upselling Metrics Accountability 48

Totango

MARCH 16, 2021

A customer journey map charts the stages your customer progresses through during the course of their relationship with you. A full journey map covers all stages from lead acquisition through subscription renewals, upsells, and referrals, although some maps abbreviate this to focus on the post-sales part of the process.

B2C 118

B2C B2B Journey mapping SaaS 118

ClientSuccess

MARCH 9, 2020

As modern SaaS customers have changed and grown more complex over the last few years, the roles of customer success and customer experience have also changed. Customer success is, simply put, a snapshot of how profitable and, of course, successful a customer is throughout a vendor relationship.

Customer Experience 97

Customer Experience Upselling Accountability SaaS 97

ClientSuccess

APRIL 30, 2019

When most executives think about customer success metrics, they typically refer to the core SaaS financial metrics. If current customers are the lifeblood of a SaaS business, then these metrics are the heartbeat metrics for any SaaS company. Customer Success Financial Metrics. Customer Retention Rate/Customer Churn Rate.

SaaS 46

SaaS Metrics Upselling Customer retention 46

CustomerSuccessBox

APRIL 29, 2022

* ABS corp , a B2B SaaS firm acquired as many customers as it wanted. Plan the best SaaS Retention strategies that ensure customers stay with you for long. SaaS retention strategies that work help you turn hard-won consumers into long-term customers, and long-term customers into powerful advocates! Yet, success remained elusive.

SaaS 52

SaaS Customer retention Metrics B2B 52

CustomerSuccessBox

JUNE 5, 2019

TL;DR A single customer health score is not ideal for a B2B SaaS business. A SaaS customer goes through acquisition, onboarding, retention, and upsell. Ultimately, you have to identify unmet needs so that you can upsell / cross-sell. Perfect health for a B2B SaaS account. Correct the course.

Best practices 89

Best practices SaaS Accountability B2B 89

CSM Practice

DECEMBER 8, 2019

Customer churn is a vital metric for the success of any SaaS company and its customer success team. Churn directly affects the sustainability and growth of SaaS businesses as small monthly increases in churn percentage can compound over time and drastically reduce revenue. Revealing opportunities for cross-sells and upsells.

SaaS 88

SaaS Customer retention Accountability Feedback 88

Totango

JULY 23, 2019

Customers in the B2B and SaaS markets are inclined toward subscription options where they pay on a monthly or annual basis for a service they can discontinue at any time. This shift means there is far more value to be generated after the sale through repeated renewals, as well as possible upsells and cross-sells. The Customer Journey

Upselling 92

Upselling Customer centricity Enterprise Education 92

ChurnZero

SEPTEMBER 14, 2021

If your customer can benefit from a product upgrade or feature upsell, then it’s your duty to make your customer aware of the opportunity. Of course, it’s easy to claim you’re not good at something if you never practice, but that doesn’t mean you’re not capable. Should Customer Success own the renewal and/or upsell?

Sales 94

Sales Upselling Morale SaaS 94

ChurnZero

MARCH 18, 2022

With so many SaaS metrics floating around, and even more opinions on when and how to use them, it can be hard to know if youre measuring what really matters. The Q&A portion of the webinar further explored commonly misused metrics, benchmarks, and measurement practices in Customer Success and SaaS. What’s your NRR?

SaaS 52

SaaS Metrics Surveys Enterprise 52

ClientSuccess

OCTOBER 12, 2022

In today’s modern SaaS landscape, customer-focused teams constantly look for new ways to innovate and grow. Of course, big numbers like cost savings are critical, but what about other metrics driving customer satisfaction, renewals, and upsells?

SaaS 76

SaaS Upselling Metrics CRM 76

Nicereply

OCTOBER 11, 2024

If you have a SaaS or Tech brand, check out G2 and Capterra. Your CLTV represents the total revenue you can expect from a single customer over the course of their relationship with your business. Identify high-value customers and focus on strategies to retain and upsell them. What are customers mentioning you’re doing wrong?

Customer retention 52

Customer retention Surveys Feedback Education 52

Amity

MARCH 28, 2018

Onboarding, implementation, adoption, renewal, upsell, and escalation… all it takes is a day of planning around each process. Of course, it will take some adjustments here and there, some trial and error, and there will be some unexpected results. Use automation to run these processes so you can sit back and watch it run.

Coaching 95

Coaching Upselling SaaS Technology 95

Amity

JANUARY 20, 2017

Getting a new product integrated into a company’s spiderweb of internal systems and workflows doesn’t happen over the course of one 15 minute phone call. Over the course of the next few months, the CSM and AM work to ensure the customer has been successful towards reaching their goals.

Accountability 72

Accountability Management Upselling SaaS 72

CSM Practice

JUNE 4, 2021

A high touch customer success model involves frequent touchpoints with customers about the entire SaaS journey, from onboarding to after-sales activities. For example, conducting business reviews is expected to result in an increase in upsell revenues (See Expansion Revenues KPI example below). Expansion Revenues rate. Gross Churn .

SaaS 52

SaaS Upselling Metrics CRM 52

ChurnZero

FEBRUARY 14, 2023

SaaS professionals who geek out on metrics can find themselves in deep philosophical debates about the best numbers to track. That’s according to a landmark webinar we hosted last fall titled, “A Crash Course in Customer Success and SaaS Metrics” with Dave Kellogg and You Mon Tsang. Learn from three SaaS CEOs.

SaaS 52

SaaS Metrics Customer retention Construction 52

ProProfs Blog

APRIL 17, 2020

In this thorough guide, you’ll come across: Different SaaS customer success metrics. Upsells, cross-sells, and advanced features/plugins/add-ons that they don’t get with their standard subscriptions are only some of these sources. Increase your chances to upsell. . So, buckle up. How to Measure Expansion MRR Rate?

Metrics 142

Metrics Customer retention SaaS Surveys 142

ChurnZero

JANUARY 26, 2021

From technical support to renewals and upselling, this role might be one of the most confusing and misunderstood jobs in all of tech. . Strong delivery for, and relationships with, your champions will most certainly make an impact on your future renewal and upsell opportunity outcomes. Executive Sponsor: . Primary Contact(s): .

Management 98

Management Chief Customer Officer Upselling SaaS 98

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. Onboarding.

SaaS 68

SaaS Best practices Upselling Education 68

Amity

AUGUST 30, 2018

Getting a new product integrated into a company’s spiderweb of internal systems and workflows doesn’t happen over the course of one 15 minute phone call. Over the course of the next few months, the CSM and AM work to ensure the customer has been successful towards reaching their goals.

Accountability 67

Accountability Management Upselling SaaS 67

ChurnZero

MARCH 31, 2022

Did you catch our Customer Success and SaaS metrics crash-course webinar with leading SaaS expert Dave Kellogg, of Dave Kellogg Consulting ? We’d like to extend a huge thanks to Dave for his expert insights below, which will help you use Customer Success and SaaS metrics in a more nuanced and purposeful way.

SaaS 52

SaaS Metrics Accountability Technical Support 52

Amity

MARCH 26, 2018

The history of Customer Success dates all the way back to 1995 when Concur became the first SaaS company by putting their product into what is today known as the cloud. They put the program in place to retain their customers, prevent revenue churn, and maximize their upselling revenue capabilities. The rest is history.

SaaS 83

SaaS Upselling Accountability Sales 83

ClientSuccess

JANUARY 26, 2022

Current customers are some of the most prominent advocates and marketing opportunities available for SaaS organizations. Your customers are real companies that chose your solutions to bring their goals to life, so of course, they would be at the top of the list for sharing ‘why’ a partnership was formed. Want to learn more?

Upselling 75

Upselling SaaS Best practices Marketing 75

ChurnZero

JUNE 3, 2022

To dig into what makes CS indispensable to SaaS, ChurnZero CEO You Mon Tsang joined the Digital Disrupted podcast. If you can somehow—this is of course magic, although maybe it’s not magic—[achieve] near zero-cost renewable energy. Of course, he was ten years ahead of the curve. He said we need Customer Success managers.

SaaS 52

SaaS B2B Upselling Metrics 52

ChurnZero

JUNE 3, 2022

To dig into what makes CS indispensable to SaaS, ChurnZero CEO You Mon Tsang joined the Digital Disrupted podcast. If you can somehow—this is of course magic, although maybe it’s not magic—[achieve] near zero-cost renewable energy. Of course, he was ten years ahead of the curve. He said we need Customer Success managers.

SaaS 52

SaaS B2B Upselling Metrics 52