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. Identifying customers in the market for upsell offers and referral invitations.

Customer retention 106

Customer retention Upselling CRM SaaS 106

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

Totango

NOVEMBER 15, 2021

By integrating CRM data with your CS platform, you can analyze your customer data and harness it for customer success management. For example, you can establish criteria for customers who may be in the market for an upsell offer and set up automated workflows to send promotional emails to this segment of your customer database.

CRM 117

CRM Upselling SaaS Chatbots 117

CustomerSuccessBox

OCTOBER 21, 2021

Customer Success has become a must for every SaaS business with the advent of the subscription economy. For so many years, SaaS has focused so strongly on the acquisition that they have been blind to other aspects of the customer journey. Here is a free guide to take your SaaS business from a Reactive approach to Proactive approach !

SaaS 52

SaaS Upselling B2B Benchmark 52

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

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. Upsell purchases. Examples include: Search engine queries and ads.

SaaS 113

SaaS Journey mapping B2B Upselling 113

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

Totango

NOVEMBER 15, 2021

By integrating CRM data with your CS platform, you can analyze your customer data and harness it for customer success management. For example, you can establish criteria for customers who may be in the market for an upsell offer and set up automated workflows to send promotional emails to this segment of your customer database.

CRM 94

CRM Upselling SaaS Chatbots 94

Totango

MARCH 16, 2021

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. A customer journey map charts the stages your customer progresses through during the course of their relationship with you.

B2C 118

B2C B2B Journey mapping SaaS 118

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. Why calculate customer health score?

Best practices 89

Best practices SaaS Accountability B2B 89

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

ChurnZero

AUGUST 14, 2020

Customer Relationship Management (CRM) Software. What is a CRM? CRMs primarily function as a relationship information database. Since buyers typically follow a uniform purchasing journey, CRMs are ideal for managing a sales pipeline. (If Track free-trial users for upsell opportunities to convert to paid users.

CRM 87

CRM Finance Upselling Accountability 87

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? Best customer success software = the best results .

SaaS 76

SaaS Upselling Metrics CRM 76

CustomerSuccessBox

AUGUST 22, 2019

Expansion revenue consists of upgrades, upsells and cross sells. Total MRR Expansion Revenue= Revenue from ( Upgrades + Upsells + Cross sells). Even in SaaS, if you are unable to control your churn rate, you are doomed. Upsells + Upgrades. Basically if the net MRR churn become negative, you have achieved negative churn.

Upselling 56

Upselling SaaS Engineering Metrics 56

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

CustomerSuccessBox

FEBRUARY 28, 2022

The net revenue retention rate which you may also state as the net retention rate in SaaS businesses is an indicator that depicts the profits and the revenue earned by the business. Because a net retention rate above 100% means you are excelling in receiving repeat purchases, upsells, cross-sells, and expansions. Datadog – $1.2B

SaaS 52

SaaS Best practices Enterprise Customer retention 52

CustomerSuccessBox

JUNE 20, 2022

Now that you’ve chosen to read this article, I suppose you are already aware of the weightage that the Customer Success function holds for your SaaS business. Under all the fancy showbiz lies the fact that running a SaaS business is very challenging. Benefits of having a Customer Success Software for your SaaS business-.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

ChurnZero

APRIL 27, 2021

As ChurnZero recently secured a Series B investment bringing our total funding that has been raised to date to $35 million, we thought we’d take a look back and see the role that Customer Success plays at each respective stage of funding for SaaS companies. And we thought, who better to ask than those that chose to invest in us along the way.

SaaS 98

SaaS Metrics Sales Marketing 98

ClientSuccess

AUGUST 10, 2020

A lot has been said about the shift to cloud and SaaS-based vendors over the last few years, and this trend is alive and well in the customer success sector. Simply put, customer success platforms now go way beyond the CRM tools of yesteryear.

Upselling 65

Upselling SaaS Accountability CRM 65

Cincom

FEBRUARY 22, 2021

Virtual Conference with Purely CRM and Microsoft MVP, Rick McCutcheon. and Purely CRM for a conversation with Microsoft MVP, Rick McCutcheon. Increase upsell and cross-sell opportunities. Chris Moffett | Head of Sales & Market Development for Purely CRM in Vancouver, BC. Join Cincom Systems, Inc. Time: 11:00 a.m. –

CRM 52

CRM Finance Upselling SaaS 52

Nicereply

APRIL 30, 2020

Cross-sell & Upsell, but first, answer the query. One of the good upselling models could be to offer the try something for free (limited time). Here comes a good upselling option. Depending on your saas pricing model , you could offer the user a temporary up his package like a compensation (for example, for 2 days).

Sales 69

Sales Customer Service Upselling CRM 69

CustomerSuccessBox

FEBRUARY 14, 2019

The major KPIs of a Customer Success Manager are: Increase Lifetime Value (LTV) of the customers (by upsells, cross sells etc). The customers that are retained help in bringing consistent monthly revenue for a SaaS company. E.g. Selling a CRM software as a software that can also reduce churn. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

Totango

MARCH 2, 2021

The SaaS business model has transformed contemporary understanding of customer journey stages. Before the rise of SaaS, the customer journey was typically viewed from a marketing and sales perspective, as represented by the image of a funnel marking the steps from brand awareness to a sale. Consideration. Conversion.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

CSM Practice

JANUARY 13, 2021

In the SaaS world, where revenue generation and business growth depends on the customer’s decision to renew, the customer renewal process demands even more attention. Despite the obvious advantages of mastering and scaling the renewal process as SaaS companies grow, renewals still pose a big challenge for most. Renewal Rate.

SaaS 98

SaaS Customer centricity Accountability Education 98

Totango

OCTOBER 20, 2022

Customer success managers are critical at SaaS companies, where they help deliver results that promote subscription renewals and upsells. They should be comfortable performing sales functions such as encouraging subscription renewals, upselling, and cross-selling. What Makes a Good Customer Success Manager? Problem-Solving.

Management 97

Management Upselling Coaching Best practices 97

CustomerSuccessBox

NOVEMBER 17, 2021

A major shift in the distribution model of software meant that SaaS metrics needed to evolve. If you are a SaaS business, churn is your devil with the pitchfork. But SaaS leaders know the importance of Net Revenue Retention and tracking it. It is an indicator of growth for SaaS businesses. What is Net Revenue Retention?

Upselling 52

Upselling SaaS Metrics Accountability 52

CustomerSuccessBox

MAY 28, 2021

A Saas business which has already evolved itself to bring in a Customer Success Software integrating it with Subscription Management, Support, CRM and product usage data knows exactly- “What is the secret to Saas growth”. Now that involves two main essential activities- Retaining Customers and Upsell to consumers.

Technology 52

Technology SaaS Upselling Customer retention 52

delighted

JUNE 21, 2024

Comprehensive integrations are essential for ecommerce companies, especially when it comes to managing the ongoing connection between a business’ front-end (like their website) and back-end (like their customer relationship management, or CRM, software). Jump into Delighted’s CRM survey integrations: Salesforce HubSpot 7.

CRM 77

CRM Surveys Feedback Upselling 77

Totango

OCTOBER 25, 2022

The tiers of a SaaS company’s customer success team structure may have a variety of roles. When you use your CS data to track buyer behavior, you can apply this valuable intelligence to increase customer satisfaction in a way that helps identify upsell or cross-sell opportunities. What Roles Are on a Customer Success Team?

Best practices 101

Best practices Chief Customer Officer Customer centricity Sales 101

CustomerSuccessBox

NOVEMBER 23, 2021

The SaaS industry has realized how important Customer Success and user retention are. CustomerSuccessBox is an AI-powered customer success software to Onboard, Retain, Upsell & drive MRR Growth for B2B SaaS. Totango is a feature-rich software platform that mainly targets SaaS enterprises. CustomerSuccessBox.

SaaS 52

SaaS Upselling B2B Accountability 52

Pointillist

FEBRUARY 19, 2018

Most leading SaaS platforms have APIs and consider 3rd-party integrations to be a critical component of their value proposition. Our web analytics and CRM platforms take advantage of this inherent luxury. Integrating with these touchpoints is the key to in-the-moment engagement. Business Context. Putting It All Together.

Customer Experience 111

Customer Experience Analytics APIs B2B 111

CustomerSuccessBox

MAY 16, 2022

Since you choose to read this blog, I suppose you already know the gravity of Customer Success in a B2B SaaS business. Now, imagine having a great SaaS product where you are already providing the top-notch customer support, and somehow when the day of renewal comes your customer refuses to renew your subscription.

Management 52

Management Upselling SaaS Accountability 52

CustomerSuccessBox

FEBRUARY 7, 2022

And it calls for customer success software which is a higher version of customer relationship management software – CRM, that is curated to gauge specific goals of driving success, and especially to cater to SaaS businesses. This is what we call CRM software. Brief on customer success management software. Sales Activities.

Management 52

Management Customer advocacy CRM Upselling 52

Totango

JANUARY 10, 2019

You’re an expert at providing the quality SaaS and subscription products your customers love. And it should work seamlessly with your CRM solution to support your sales pipeline. It should let you identify customer portfolios and segments and compare revenue values with churn, renewal, upsell and other metrics.

Enterprise 63

Enterprise SaaS CRM Upselling 63

CustomerSuccessBox

DECEMBER 12, 2019

Since the last 5 years, Customer Success has become a buzzword in not only the B2B SaaS industry but several other industries too. Customer success team is responsible for a lot of things like increasing LTV of customer base, reducing churn, facilitate renewals, create upsell opportunities, provide references, .

SaaS 59

SaaS Upselling Construction B2B 59

ClientSuccess

MAY 11, 2021

Customer success managers working with SaaS products have a lot on their plate. Additionally, sharing upsell information with a sales rep and reporting customer health to executives could also be on there. Let’s think about some of the typical to-dos for a CSM on any given day. Simply put, CSMs have a lot going on.

CRM 54

CRM Upselling SaaS Metrics 54

NobelBiz

MAY 25, 2023

Increased Revenue Opportunities CDPs can increase revenue opportunities for call centers by providing more accurate and detailed customer profiles, which can help businesses identify new sales and upsell opportunities. This can help businesses streamline data management processes and improve overall operational efficiency.

call center software 98

call center software Call Center APIs Contact Center 98