ClientSuccess

FEBRUARY 1, 2022

If you’re part of a SaaS customer success team, mergers and acquisitions are an all-too-common occurrence in your life. Next, take a look in your CRM to see if the new company involved in the transaction is an existing customer or a prospect. Opportunity assessment. Discuss with your customers.

Management 52

Management Revenue potential SaaS CRM 52

ClearAction

JULY 20, 2023

Non-stop for the past 25 years, technology for experience management and marketing have been super hot since CRM arrived on the scene. On the tech provider side, new logos are a constant quest, but SaaS models mean renewals are a top priority. Don’t just look at lucrative revenue potential.

Technology 62

Technology Consulting Consulting B2B 62

Cincom

FEBRUARY 20, 2025

Manufacturing, tech, and SaaS companies often face these struggles. Step 2: Creating Quote Generates quotes by pulling relevant customer data from CRM systems and applying accurate pricing rules based on the customers specific needs. Slow quotes, messy pricing, and chaotic sales processes are nightmares for many companies.

CRM 40

CRM Automotive Sales Revenue potential 40

Cincom

JANUARY 30, 2025

Use CRM tools to automate and centralize data collection for accuracy and efficiency. This model is commonly used by SaaS companies, streaming platforms, and gym memberships. It ensures a steady revenue stream and enhances customer retention by automating payments.

CRM 40

CRM Banking Healthcare SaaS 40