ClientSuccess

MARCH 21, 2023

Many SaaS firms overlook post-sale CRM use or struggle to find something that meets their needs for data capture and reporting in the customer success lifecycle. As such, those who successfully leverage comprehensive CRMs after purchase often reap powerful rewards! But what happens once customers become clients?

CRM 75

CRM Sales SaaS Finance 75

CustomerSuccessBox

MARCH 14, 2022

Closing a SaaS sales deal could take a hefty time depending upon a lot of factors. Especially in the SaaS industry, where customer retention is the lifeblood of the SaaS business, you need to make sure that you provide an outstanding experience to your customers by planning a smoother post-sales process with a clear-cut checklist.

CRM 52

CRM SaaS Sales Journey mapping 52

ClientSuccess

JUNE 22, 2020

In 2020, it seems as though there is a technology solution for everything – especially for SaaS organizations and teams. One of the biggest breakthroughs of the last decade or so is CRM, or Customer Relationship Management platforms. Your company’s CRM process should be seamless from pre- to post-sales.

CRM 64

CRM Sales Management SaaS 64

CSM Magazine

MARCH 28, 2025

As the need for efficiency, data transparency, and secure interactions continues to rise, Solanas service architecture offers plausible options for modern service industries. Both companies are integrating their services into Solana’s backend and building decentralized businesses that require quick data processing.

Customer Service 52

Customer Service Education CRM Healthcare 52

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? Data analysis.

SaaS 71

SaaS CRM Advertising Analytics 71

Calltools

MAY 29, 2019

So then what is SaaS and what does it have to do with Dropbox? Software as a service (SaaS), exists, in part, in “the cloud” and is well-known in the world of business. If you aren’t adopting SaaS into your business yet, you’re probably behind your competition. What is SaaS?

SaaS 15

SaaS outsourcing CRM Analytics 15

NobelBiz

MAY 25, 2023

Are you looking to optimize your call center’s efficiency and streamline your business’s data management process? If so, it’s crucial to find the right call center software vendor that integrates with a customer data platform (CDP). Managing customer data is nothing new.

call center software 98

call center software Call Center APIs Contact Center 98

ShepHyken

NOVEMBER 25, 2022

This week, we feature an article by Deniz Kuran, Head of Marketing at Idiomatic , an organization that helps companies understand their customers by translating customer feedback into actionable data. A customer relationship management (CRM) system keeps buyer information organized and accessible.

Customer Service 212

Customer Service B2C B2B SaaS 212

ChurnZero

NOVEMBER 8, 2019

Your CRM is Not Enough! The SaaS model has rapidly changed the software marketplace by lowering the b arrier s of entry and exit for buyers. By making client data more accessible than ever , CRMs have transformed what companies can do with their relationships, data , and the execution of their objectives.

CRM 63

CRM SaaS Chief Customer Officer Accountability 63

CSM Magazine

JANUARY 3, 2025

Integration with Existing Customer Support Platforms Seamless integration with existing systems like CRM and ticketing platforms is crucial for streamlined operations and efficient data management. Einsteins integration with Salesforces CRM platform ensures that all customer data is centralized and easily accessible.

Customer Support 52

Customer Support Chatbots CRM SaaS 52

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.

Best practices 72

Best practices SaaS Upselling CRM 72

TeleDirect

FEBRUARY 3, 2025

Disaster recovery plans to protect data and ensure business continuity. Access to Industry Expertise and Advanced Technology Leading call center outsourcing companies invest in AI-driven analytics, CRM software, and call monitoring tools to improve service delivery. Q4: How do outsourced call centers ensure data security?

outsourcing 62

outsourcing Call Center Healthcare CRM 62

CSM Magazine

JANUARY 21, 2021

According to a survey from Workbooks , the number of SMEs looking to adopt a CRM system rose by 16 percent from the previous year and a 30 percent increase from two years ago. If this trend for home working is to continue then it’s apparent that there’s a need to deploy efficient CRM software. The survey can be found here.

CRM 64

CRM Surveys SaaS Marketing 64

Interactions

OCTOBER 29, 2024

There are several ways to work with Gen AI and LLMs, from SaaS applications with embedded Gen AI to custom-built LLMs to applications that bring in Gen AI and LLM capabilities via API. Integration extends the value of your use cases, such as by connecting Gen AI capabilities with your contact center platform, CRM, or analytics/BI tools.

Contact Center 62

Contact Center APIs Analytics SaaS 62

ClientSuccess

NOVEMBER 24, 2020

While the customer success world (and the larger SaaS economy in general) has experienced its fair share of ups and downs this year, the industry will be even more prepared in the future. . Customer success will go from an important part of the SaaS industry to one of the most critical parts of the industry.

SaaS 113

SaaS Finance Metrics CRM 113

VirtualPBX

OCTOBER 2, 2019

Let’s take a deeper look at the key concepts of SaaS, PaaS, IaaS. Software as a Service (SaaS). Say you implement a cloud-based CRM system. There are three main formats of cloud solutions by the service model to explore: Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS).

SaaS 13

SaaS Engineering voip CRM 13

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

Totango

NOVEMBER 15, 2021

By connecting data from other success tools to your CS tool, you can view and manage all your customer data from one place instead of leaving it isolated in separate information silos. This allows you to leverage all your data by integrating it into your customer success strategy. CRMs: Salesforce and HubSpot.

CRM 117

CRM Upselling SaaS Chatbots 117

Babelforce

JULY 7, 2022

They also improve the customer experience by ensuring all agents have access to the data they need to solve customer queries. In this article, we’ll give an overview of how call centers can use and benefit from a CRM to help you use yours correctly. . In this post: What is a CRM Call Center? Why use a CRM Call Center?

CRM 52

CRM Call Center call center software Average Handle Time 52

CustomerSuccessBox

MARCH 9, 2022

In the glorious business of the SaaS space, one underlying truth that determines the growth and scaling of the business is that it takes several months to recover the Customer Acquisition Cost (CAC) and get to the profitable zone at a unit economics level. There are typically two tools commonly used by SaaS businesses to manage this mission.

CRM 52

CRM SaaS Sales Accountability 52

Totango

AUGUST 16, 2022

Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn. Customer retention in CRM apps can also support customer success management.

Customer retention 106

Customer retention Upselling CRM SaaS 106

Babelforce

DECEMBER 9, 2021

In this post: What is SaaS? What sets SaaS apart? How does SaaS add value to CX? CX strategies that SaaS makes possible. What is SaaS? SaaS stands for Software as a Service. Software as a service (SaaS). SaaS is the most commonly used model. What sets SaaS apart? Virtualisation ? ? ?

SaaS 52

SaaS APIs Contact Center CRM 52

Aspect

OCTOBER 3, 2018

Real-time dashboards provide up-to-the-minute actionable data that can be combined with other business data sources while historical reporting and dashboards allow organizations to analyze data and uncover trends to improve operations and service strategies. Shared Real-Time and Historical Reporting.

APIs 107

APIs Self service SaaS Enterprise 107

CustomerSuccessBox

APRIL 11, 2019

A lot of Customer Success leaders and Founders I have talked to since starting at CustomerSuccessBox have been confused about what customer tech stack to use at their SaaS businesses. Some think that a CRM should suffice whereas others want to build their own dashboards on top of analytics tools. Level 1: CRM + Excel.

Upselling 80

Upselling SaaS CRM Customer advocacy 80

Cincom

FEBRUARY 21, 2025

4- Seamless ERP & CRM Integration CPQ solutions should easily integrate with enterprise systems like ERP, CRM, and CAD tools to provide real-time data transfer across departments. CRM integration enables sales teams to make customized recommendations by accessing customer history, preferences, and previous purchases.

Engineering 40

Engineering CRM Analytics Sales 40

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

Cincom

FEBRUARY 14, 2025

It demands a well-defined framework that integrates automation, pricing governance, and seamless CRM and ERP connectivityall of which are essential for driving predictable revenue and operational efficiency. 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

ChurnZero

JUNE 8, 2022

A typical company, ours included, buys 50 to 70 SaaS products. The most important ones run departments, determine workflows, and generate the important data that makes a business go. Let’s share data, not software logins. Our customers’ ChurnZero data makes their whole business tick, not just their Customer Success team.

Finance 52

Finance SaaS CRM APIs 52

CSM Magazine

FEBRUARY 19, 2025

Whether youre a retail business, SaaS provider, or e-commerce company, selecting the right tools is critical to providing a seamless multilingual support experience for your customers. Check for features such as: API or native integration with your help desk or CRM. The answer lies in multilingual customer service software.

Customer Service 52

Customer Service CRM APIs SaaS 52

CSM Magazine

MARCH 31, 2023

That’s why many customer-centric companies are turning to automation, using SaaS (Software as a Service) tools and processes to give their customer service teams a leg up. In this article, we’ll closely examine the benefits of customer service workflow automation and how SaaS tools can help make it happen.

SaaS 52

SaaS Customer Service Coaching CRM 52

CSM Practice

DECEMBER 19, 2021

Usually, the SaaS business growth is categorized into 3 phases: . Managing their needs, dedicated CSMs, CRM platform, CS platform, Support tool, Billing platform, community, etc. . Who owns the CRM, marketing automation, etc? Everyone who uses a CRM owns it. CRM software/tech tool. Present quantitative data.

CRM 98

CRM Brand ambassadors Best practices SaaS 98

ChurnZero

DECEMBER 14, 2022

B2B SaaS businesses haven’t invested heavily enough in tools and technologies to help them better understand their customers. Survey data is often seen as unreliable and not contextually substantive enough to drive real business impact. worked with your critical systems—CRM, CSPs, BI tools, etc. What is customer intelligence?

Surveys 98

Surveys Customer advocacy SaaS B2B 98

Callminer

MAY 2, 2018

Hosted software also is referred to as software as a service (SaaS) or cloud software, if the servers are virtualized. Data centers hosting call center software usually are very secure and often offer multi-site redundancy for extra assurance against downtime or other issues.

call center software 140

call center software Call Center Best practices call center solutions 140

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.

SaaS 113

SaaS Journey mapping B2B Upselling 113

JivoChat

MARCH 10, 2022

It is always backed with data — concrete data. . Data-driven marketing is one of the top priorities of marketers. 76% of marketers make decisions based on data analytics and allocate around 16% of their marketing budget to the same. . Data-driven marketing is one of the top priorities of marketers.

Marketing 75

Marketing Real estate Advertising Telemarketing 75

JustCall

OCTOBER 6, 2022

?SaaS companies are in a race for growth. That’s why we see many SaaS businesses starting their business with just the right features: enough to make the product useful, but not too much – so they don’t scare away early adopters. Every company wants a great customer experience SaaS. Let’s have a look.

SaaS 52

SaaS Customer Support Enterprise Analytics 52

AWS Machine Learning

FEBRUARY 1, 2024

Make sure to validate prompt input data and prompt input size for allocated character limits that are defined by your model. If you’re performing prompt engineering, you should persist your prompts to a reliable data store. In the batch case, there are a couple challenges compared to typical data pipelines.

Best practices 125

Best practices Engineering SaaS Accountability 125