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

ChurnZero

JUNE 15, 2023

With less budget to go around, some SaaS companies are merging customer success and account management into one function that’s responsible for an account’s business strategy, product adoption, and value realization, as well as its renewal and expansion. CRMs are absolutely a must for automating and scaling sales operations.

CRM 96

CRM Sales Accountability Analytics 96

Totango

NOVEMBER 15, 2021

Customer success tools extend the functionality of your CS platform, multiplying its value. 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. CRMs: Salesforce and HubSpot. Billing: Zuora.

CRM 94

CRM Upselling SaaS Chatbots 94

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

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

ChurnZero

FEBRUARY 5, 2021

Here’s the short and the long of it: if you’re a Customer Success leader who is looking for consolidated business, product, and customer data, then you can probably piggyback on the Business Intelligence (BI) tool your SaaS company already uses – and this will likely be heavily suggested (or even mandated) by your CEO or other C-suite leaders.

CRM 96

CRM Journey mapping Analytics Construction 96

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 Magazine

MARCH 28, 2025

To save you time, weve compiled a list of the 25 best customer service software tools you should consider in 2025 , broken down into free and paid options that cater to specific needs. These tools: Centralize all customer queries for easy management. Zoho Desk (Free Plan) Zoho Desk keeps things streamlined for teams on a budget.

Customer Service 52

Customer Service B2B Chatbots B2C 52

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

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

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

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. Technology and SaaS Delivering 24/7 technical support for software and hardware products. Managing user onboarding and troubleshooting.

outsourcing 62

outsourcing Call Center Healthcare CRM 62

CSM Magazine

FEBRUARY 19, 2025

However, the challenge is choosing the right tools to ensure smooth communication across languages. 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. Lets break them down step by step.

Customer Service 52

Customer Service CRM APIs SaaS 52

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

ShepHyken

NOVEMBER 25, 2022

A customer relationship management (CRM) system keeps buyer information organized and accessible. These tools can improve the overall customer experience. . She has 10+ years of B2B & B2C marketing experience in various sectors such as SaaS, e-commerce, education, and consumer goods.

Customer Service 209

Customer Service B2C B2B SaaS 209

CSM Magazine

MARCH 28, 2025

Solana will bring this lie, however, with sophisticated enterprise software solutions that undergo blockchain integration, such as customer relationship management (CRM) tools claiming automation-enabled refund processes and Solana-based smart contracts for Fortune warranty claims.

Customer Service 52

Customer Service Education CRM Healthcare 52

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

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

AWS Machine Learning

JULY 24, 2024

It provides customer relationship management (CRM) software and applications focused on sales, customer service, marketing automation, ecommerce, analytics, and application development. Salesforce Apex is a certified framework for building SaaS apps on top of Salesforce’s CRM functionality.

Engineering 130

Engineering CRM SaaS Sales 130

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

ClientSuccess

SEPTEMBER 28, 2020

Customer success is a unique department within a SaaS organization. In the past few years, however, SaaS organizations – including executives, decision makers, and board members – have started to realize that a strong customer success department is critical to the long-term success of an organization.

SaaS 105

SaaS industry standards Benchmark Accountability 105

Babelforce

JULY 7, 2022

CRMs are an essential part of a modern call center. They are powerful tools that help with productivity by streamlining manual work processes. 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?

CRM 52

CRM Call Center call center software Average Handle Time 52

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

NobelBiz

MARCH 22, 2021

More than just a system for controlling inbound and outbound calls, telephony software has evolved into a powerful tool for increasing productivity and enhancing customer satisfaction within contact centers. But what are the most important functions to look for in a CRM for Customer Service? Why is CRM a Must-Have in Customer Service?

CRM 52

CRM Customer Service Contact center software Contact Center 52

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

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

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

Liveops

JANUARY 25, 2019

To help organizations navigate the big, wide world of CX technology, we’ve assembled a massive list of top products and tools for customer service, communication, behavior tracking, insights, and more. Automate your retail marketing campaigns with Oracle’s email creation tool—integrated with virtually all eCommerce platforms.

Technology 82

Technology Customer Experience Journey mapping Enterprise 82

Nicereply

OCTOBER 12, 2021

Software as a Service (SaaS) and Internet of Things (IoT) technologies are especially suited to understand virtually all aspects of how their products are used. For example, browser details, version numbers, contact information, error codes, etc, may already exist inside a database or CRM. Data is everywhere! Real-Time Context.

SaaS 118

SaaS Self service CRM Feedback 118

CSM Practice

DECEMBER 19, 2021

The tools in your stack must work together to provide an exceptional customer experience. . The most important part of the stack is a CS tool or software. While it was useful to have such a tool earlier, it has become a critical component of the stack now. . Usually, the SaaS business growth is categorized into 3 phases: .

CRM 98

CRM Brand ambassadors Best practices SaaS 98

AWS Machine Learning

FEBRUARY 1, 2024

Full stack generative AI Although a lot of the excitement around generative AI focuses on the models, a complete solution involves people, skills, and tools from several domains. There are three general types of vector databases: Dedicated SaaS options like Pinecone. Vector database features built into other services.

Best practices 137

Best practices Engineering SaaS Accountability 137

aircall

NOVEMBER 3, 2021

That’s where customer success (and customer success tools) come in. Customer success tools are the key ingredient to long-term business growth and profitability. Startups, and especially SaaS startups, are more and more realizing the importance of customer success. Enter: Customer Success Tools. Google Alerts.

CRM 62

CRM SaaS Sales Feedback 62

Interaction Metrics

APRIL 17, 2025

And we know from experience: having the right survey tool is just one partbut a critical part of your survey success. Meanwhile, the customer experience software space is vast and there are competitors that offer simpler reporting tools, comparable (or better) design, and stronger value. Thats why weve put together this guide.

Surveys 48

Surveys Enterprise B2B Analytics 48

ClientSuccess

JANUARY 24, 2023

Listening Vectors by Vecteezy Customer success health scoring is one of the most valuable activities SaaS organizations can undertake to evaluate and improve customer engagement, satisfaction, and loyalty. Understanding a customer’s health will let you examine any account at any given time and understand where the relationship is.

Metrics 89

Metrics SaaS Customer advocacy Accountability 89

ChurnZero

FEBRUARY 17, 2022

Have you ever worked at a company where the Customer Success team had to beg for its own tools? But then once you finally secured the tools you and/or your team fought so hard for, you suddenly got cold feet. In this case, you know adopting a new tool has infinite more upside than downside, yet you remain noncommittal.

CRM 98

CRM Chief Customer Officer SaaS Morale 98

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

delighted

DECEMBER 3, 2021

Centralizing : Pandium released a State of Product Integrations study at SaaS 1000 , which found that, of the 1k SaaS companies evaluated, most companies had over 15 different platform connections (ex. CRMs, Help Desks, etc). Find quick wins in your survey tool’s feature set. Do you have a CRM (e.g.

Surveys 97

Surveys APIs SaaS Engineering 97