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

CCNG

NOVEMBER 9, 2021

So in a world where every product description ends in “aaS” from SaaS to CCaaS, it only makes sense that AI should follow suit. And once deployed for automation, effective AI investment drives net revenue savings, effectively financing itself. And then there’s AI. Everyone wants it, needs it, and claims they have it.

Contact Center 259

Contact Center CCNG Contact center software Finance 259

ClientSuccess

JUNE 22, 2020

In 2020, it seems as though there is a technology solution for everything – especially for SaaS organizations and teams. Given the name, it is interesting that CRM is mostly associated with pre-sales and sales activities and not post-sale activities. Your company’s CRM process should be seamless from pre- to post-sales.

CRM 64

CRM Sales Management SaaS 64

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 you’re measuring what really matters. Leading SaaS expert, Dave Kellogg, and ChurnZero CEO, You Mon Tsang, sat down to answer all the questions you want to know about SaaS metrics like ARR, NRR, GRR, LTV, and CAC (i.e.,

SaaS 98

SaaS Metrics Surveys Enterprise 98

Totango

MAY 19, 2020

The continuing COVID-19 health crisis may well produce a recession that has a significant impact on the Software-as-a-Service (SaaS) industry. No one is certain how this will change the long and short-term behaviors of customers, lenders, and enterprises in a SaaS world. Be Lean and Agile to Reduce Customer Churn in SaaS.

SaaS 77

SaaS Best practices Enterprise Finance 77

ProProfs Blog

DECEMBER 27, 2018

Lead generation, sales, and operations continue to be the top business goals, but customer service is the foundation of organizational success. Before we discuss how SaaS help desk software enables you to accomplish your business objectives, let us quickly learn what a help desk software tool is. Try ProProfs Help Desk for Free.

SaaS 109

SaaS Airlines Customer retention Finance 109

aircall

JUNE 7, 2021

The best product or service in the world will never get off the ground without a high-performance sales team to close its deals. . Developing a team like that requires you to attract and retain top-level sales talent. That means building the best sales compensation model you can to incentivize your sales professionals.

Sales 62

Sales Finance Accountability Best practices 62

PeopleMetrics

FEBRUARY 26, 2018

It has become all too common for B2B SaaS companies to survey their customers once a year through a moment-in-time customer relationship survey, with at least one section addressing the ultimate question of Net Promoter Score (NPS). the folks they've endeared themselves to since the start of the sales pursuit. "We We love these guys!".

SaaS 96

SaaS Feedback Surveys B2B 96

CSM Magazine

OCTOBER 4, 2024

Retail is a sector that has seamlessly transitioned, as has finance, with digital-only services like Monzo bringing customer service to a speed far beyond what a physical bank could offer. Saas (Software as a Service) is a key player in this shift, having grown out of the online era.

Personalization 52

Personalization Real estate Customer Service Automotive 52

JustCall

FEBRUARY 11, 2022

Bagging a sales job is like closing a sales deal. Good news is you can master both getting a sales jobs and making sales pitches. So, if you’re eyeing a new sales role, you’ve come to the right place. In this guide, you’ll learn everything about how to land a high-value sales job.

Sales 52

Sales B2C B2B call center software 52

ChurnZero

MARCH 23, 2021

Whenever a new SaaS product is introduced to a company, there are often lots of difficulties, obstacles, and learning that’s needed to get them acclimated to the product, how to use the product, to understand it’s functionality, and it’s capability. Showing First Hand How The SaaS Platform Works, Results It Produces, and Capabilities.

SaaS 52

SaaS Finance Advertising B2B 52

JustCall

NOVEMBER 25, 2022

The Power of Sales Intelligence. Many successful companies have acted on sales intelligence for a while now. With sales intelligence, you start by gathering relevant data about prospective customers from many sources. Most sales intelligence software can be integrated with CRM. Spotting Sales Intelligence Buying Signals.

Sales 52

Sales B2B CRM Finance 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

ChurnZero

JUNE 8, 2022

A typical company, ours included, buys 50 to 70 SaaS products. I am certain that we run ChurnZero’s business using data from no less than two dozen SaaS products: Customer Success platform, CRM, marketing automation, support, finance, HR and more. It lets their sales team target prospects who fit.

Finance 52

Finance SaaS CRM APIs 52

Kayako

NOVEMBER 3, 2016

I keep hearing about SaaS. Account management isn’t new, but its role has evolved with the rise of Software as a Service (SaaS) companies. (We The role of an account manager in a SaaS company. We’ve dropped the perception that an account manager is there to manage incoming finances from clients.

SaaS 0

SaaS Accountability Management Finance 0

Totango

NOVEMBER 8, 2023

Pendo and Mixpanel, two leading solutions in the enterprise software market, give SaaS companies the power to track and analyze product usage across their customer base—creating a rich set of data and insights key to designing, iterating, and improving the customer experience.

Enterprise 95

Enterprise Finance SaaS Analytics 95

ShepHyken

APRIL 7, 2023

This week, we feature an article by Manpreet Singh Chawla, senior digital marketing executive at Knowmax , a SaaS-based organization that offers knowledge management solutions for various industries. Talk to your sales and customer support teams. He shares how organizations can identify and solve customer pain points.

Advertising 120

Advertising SaaS Multichannel Wait times 120

Cincom

MAY 8, 2024

Manufacturing companies see significant benefits from adopting Configure, Price, Quote (CPQ) software to simplify and automate their quoting and sales processes. Cloud-based CPQ delivers on these demands and brings sales workflows squarely into the future. Related: What Is Configure Price Quote Software?

APIs 52

APIs Enterprise SaaS CRM 52

ChurnZero

JUNE 8, 2022

It lets the sales team target prospects who fit. Finance needs the data to forecast renewals. A typical company buys 50 to 70 SaaS products. You don’t have time to go into Salesforce to get customer information, nor do you have time to learn the new finance system to get updated numbers. ChurnZero understood this early.

Finance 52

Finance SaaS APIs Customer centricity 52

Cincom

SEPTEMBER 4, 2020

According to Susan Fine, Cincom Director of Channels and North American Sales, “With Covenant’s focus on maximizing their client’s investment in Microsoft technologies, they are a great partner for CPQSync by Cincom, which further extends the value.”.

Technology 86

Technology Finance SaaS CRM 86

CSM Practice

MAY 13, 2020

Recent research by Gainsight has shown that 65-80% of companies are on a hiring freeze for the next few months, 30-45% have halted hiring indefinitely, and 60-70% of sales leaders polled reported a delay in sales cycles. These numbers are an indication that sales are slowing down.

Best practices 128

Best practices SaaS Customer centricity Finance 128

Cincom

FEBRUARY 22, 2021

Increase sales dollars per quote, and quote volume. Chris Moffett | Head of Sales & Market Development for Purely CRM in Vancouver, BC. Robert Kavanagh | Canadian Head of Sales, Cincom Systems. The solution is integrated with Microsoft F&O (Finance and Operations) and leverages Microsoft Power Platform.

CRM 52

CRM Finance Upselling SaaS 52

ClientSuccess

OCTOBER 26, 2020

In today’s ever-changing corporate landscape, modern SaaS organizations are asked to be a lot of things: employee-centric, focused on new business, and profitable against goals – just to name a few. or “What do our current customers feel about the handoff from sales to customer support and how can we improve this process?”

Customer centricity 71

Customer centricity SaaS Finance Best practices 71

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. B2C marketing and sales may aim at the general consumer, while B2B may be more industry-specific and customized.

B2C 118

B2C B2B Journey mapping SaaS 118

Education Services Group

JANUARY 19, 2021

Last year, we, along with our CS friends at ChurnZero and Higher Logic, embarked on an ambitious project to check-in with the CS community as a whole and find out more about the industry’s current place in SaaS business and uncover the trends influencing its growth. Wherefore at thou, finance? A spotlight on Customer Success.

Finance 52

Finance SaaS Benchmark Surveys 52

ClientSuccess

DECEMBER 28, 2020

Over the past several years, customer success has gone from a department only forward-thinking organizations had to an integral part of every single SaaS company in the world. Just as collecting data and metrics is a part of the foundational principles of a SaaS organization, so too are KPIs foundational to the world of client success.

SaaS 88

SaaS Finance Customer centricity Metrics 88

Cincom

NOVEMBER 3, 2020

Building upon Cincom’s 25-plus years of CPQ experience, CPQSync is a fully SaaS, cloud-based solution that delivers an unprecedented way for companies to take the frustration out of buying and selling complex products and services. Sync teams across departments, divisions and regions – Easily work together from the same playbook.

CRM 52

CRM Finance SaaS Sales 52

Cincom

JUNE 23, 2020

According to Susan Fine, Cincom Director of Channels and North American Sales, “We are thrilled to welcome Ciellos to our TeamSync Partner Program. Their focus on Microsoft Dynamics technologies and expertise in Dynamics Finance and Operations is helping our customers maximize their investments in CPQSync.”.

Finance 64

Finance SaaS CRM Enterprise 64

aircall

JUNE 28, 2022

They had the idea of creating SaaS softwares for all the key tools that businesses use, including email, media monitoring, professional credit cards, and phone calls. Our sales team started to call every single customer we had to make them add a user or a number. . real headquarter for Aircall—not only a remote sales office.

SaaS 147

SaaS Metrics Engineering Telecommunications 147

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. million round of financing led by Grotech Ventures in 2017.

SaaS 98

SaaS Metrics Sales Marketing 98

Cincom

NOVEMBER 5, 2020

According to Susan Fine, Cincom Director of Channels and North American Sales, “Purely CRM’s expertise in Microsoft Dynamics helps Cincom CPQSync to expand outside of manufacturing. Sync sales with business – Save time by eliminating informational silos and generating professional, branded proposals.

CRM 52

CRM Finance SaaS Sales 52

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. A SaaS company is a service provider that hosts applications and makes them available to customers over the internet. The SaaS company is responsible for maintaining databases and servers and making sure that users can access the applications from almost all devices.

SaaS 11

SaaS Finance CRM Analytics 11

Cincom

JUNE 3, 2021

Building upon Cincom’s 25-plus years of CPQ experience, CPQSync by Cincom is a SaaS solution that delivers an unprecedented way for companies to take the frustration out of buying and selling complex products and services. The solution is a Microsoft Azure, multi-tenant solution that is fully embedded within Microsoft Dynamics 365 for Sales.

Consulting 52

Consulting Consulting Finance SaaS 52

ClientSuccess

MARCH 5, 2020

Customer success is one of the most important – and fastest-growing – factors of today’s SaaS business models. More and more companies are looking to customer success teams to help guide their overarching business strategy (even in sales, marketing, and product) and to help manage and cultivate long-term account growth.

SaaS 64

SaaS Finance Benchmark Upselling 64

Cincom

MAY 3, 2021

Building upon Cincom’s 25-plus years of CPQ experience, CPQSync by Cincom is a SaaS solution that delivers an unprecedented way for companies to take the frustration out of buying and selling complex products and services. And sales teams can pick up leads and orders when needed, to ensure a customer experience that any buyer would prefer.

Self service 52

Self service B2B Finance SaaS 52

ClientSuccess

JULY 11, 2017

As SaaS organizations of any size can attest to, winning new clients is only half the battle. For SaaS companies, it’s foundational that every single department feel dedicated to creating a culture of customer success. Ultimate Guide to SaaS Customer Success Metrics. Ensure CSMs Are Aligned to Customers’ Goals & KPIs.

SaaS 40

SaaS Finance Feedback Metrics 40

SmartKarrot

FEBRUARY 16, 2022

Software as a service or SaaS has been growing as a leading software distribution model. The world of SaaS has simplified software creation and distribution making access easier than before. Leveraging the power of cloud technology, SaaS has re-engineered the way we look at modern technology and software. Aaron Levie.

SaaS 10

SaaS Finance B2B Sales 10