Cincom

FEBRUARY 14, 2025

Coordinate among your sales, finance, and operations teams to identify pain points where CPQ can accelerate deal velocity and improve accuracy. 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

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

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 youre measuring what really matters. The Q&A portion of the webinar further explored commonly misused metrics, benchmarks, and measurement practices in Customer Success and SaaS. Dave: It’s really hard.

SaaS 52

SaaS Metrics Surveys Enterprise 52

ChurnZero

AUGUST 14, 2020

Track free-trial users for upsell opportunities to convert to paid users. Build an automated playbook around a segment of product webinar attendees who are qualified candidates for related upsell opportunities. Who Owns SaaS Customer Expansion and Renewal? Who owns it? Example: GoToWebinar. . It’s All About the (Unified) View.

CRM 87

CRM Finance Upselling Accountability 87

ClientSuccess

SEPTEMBER 27, 2018

For many customer success teams, however, the rapid growth of the industry (especially in the SaaS world) has left heads spinning. For today’s SaaS customer relationships, it’s not enough just to work directly with the project manager or end users on your customer’s team. eBooks: Ultimate Guide to SaaS Customer Success Metrics.

SaaS 74

SaaS Finance Metrics Upselling 74

ClientSuccess

MARCH 5, 2020

Customer success is one of the most important – and fastest-growing – factors of today’s SaaS business models. Customer success has the unique benefit of addressing and informing all aspects of a modern SaaS business, from finance to sales to marketing.

SaaS 64

SaaS Finance Benchmark Upselling 64

Nicereply

JUNE 20, 2023

The SaaS model has blurred the lines between marketing, sales, conversion, on-boarding, training, support,and retention. With Customer Experience talent, communication style, and ability to upsell/renew without being or seeming “salesy” are also skills we tend to look for. finance, construction, healthcare).

Customer Experience 86

Customer Experience SaaS Construction Morale 86

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

Lumoa

FEBRUARY 9, 2023

upselling to the most loyal customers) Process changes (e.g. upselling to the most loyal customers) Process changes (e.g. According to Finance Digest , 95% of customer interactions will be managed with AI by 2025. Often, we relate the onboarding with SaaS companies, when talking about onboarding, but it’s not a necessity.

Customer Experience 167

Customer Experience B2C Journey mapping B2B 167

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. There is an old saying that you can’t cut your way to profitability.

CRM 96

CRM Sales Accountability Analytics 96

Cincom

FEBRUARY 22, 2021

Increase upsell and cross-sell opportunities. 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. Reduce errors in quotes. Produce higher margins.

CRM 52

CRM Finance Upselling SaaS 52

ChurnZero

MARCH 22, 2019

Did you know: For every 1% increase in revenue retention, a SaaS company’s valuation increases by 12% after five years? To better understand the impact, we had Rob Belcher, Managing Director at SaaS Capital share benchmarking data from their eighth annual survey of private B2B SaaS companies. Q&A Recap.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

ClientSuccess

MARCH 5, 2020

Customer success is one of the most important – and fastest-growing – factors of today’s SaaS business models. Customer success has the unique benefit of addressing and informing all aspects of a modern SaaS business, from finance to sales to marketing.

SaaS 52

SaaS Finance Benchmark Upselling 52

ClientSuccess

JULY 1, 2019

While a CSM may be ultimately responsible for retaining and growing his or her accounts, most organizations are on a mission to serve the end customer, and therefore every department – from Finance to HR to Marketing to Product Development – should hold responsibility to some degree for customer success. Product: Product time-to-value.

Finance 49

Finance Upselling SaaS Metrics 49

Amity

DECEMBER 14, 2016

In the always-on world of SaaS, the role of customer success varies across companies and industries. Others manage subscriptions, software usage, renewals, upsells and other parts of the sales process. Some teams are responsible for onboarding and training. I’ve looped in the account executive to be present on the call.

Management 84

Management Finance Enterprise Accountability 84

ClientSuccess

DECEMBER 10, 2019

In the modern SaaS landscape, the two paths of Customer Success and Customer Experience (CX) – although closely related – have slowly but surely diverged. While customer success programs tend to focus more and more on the business aspects of customers (onboarding, training, ongoing success, upsells, cross-sells, etc.),

Customer Experience 52

Customer Experience Finance Upselling SaaS 52

ClientSuccess

DECEMBER 10, 2019

In the modern SaaS landscape, the two paths of Customer Success and Customer Experience (CX) – although closely related – have slowly but surely diverged. While customer success programs tend to focus more and more on the business aspects of customers (onboarding, training, ongoing success, upsells, cross-sells, etc.),

Customer Experience 52

Customer Experience Finance Upselling SaaS 52

SmartKarrot

DECEMBER 2, 2022

What if your SaaS (Software As A Service) company discovered a new source of revenue that could potentially boost sales by 20–30% with less effort and money than gaining new logos? A typical SaaS company, regrettably, is not doing enough to maximize this source of money. . Different Types of SaaS Expansion. Cross-sell.

Upselling 21

Upselling Management SaaS Benchmark 21

CustomerSuccessBox

MAY 9, 2022

Doing business while keeping a pleasant client relationship has become exceedingly challenging in today’s hyper-competitive SaaS industry. The pros (new customer ARR, upsells) and cons (no new customer ARR, no upsells) should be highlighted on this Customer Success dashboard (downgrades and churn).

Metrics 52

Metrics Upselling Customer advocacy Best practices 52

Interaction Metrics

APRIL 17, 2025

While we are not a software (Saas) company like Qualtrics, were the best alternative in that we already license Qualtrics and other software. Best For Enterprise teams (especially in finance or hospitality) that need visibility into the full customer journey and fast insights from multiple touchpoints. vs. Qualtrics 8.7).

Surveys 48

Surveys Enterprise B2B Analytics 48

CustomerSuccessBox

JULY 19, 2022

Successful SaaS companies grow in two ways: by acquiring new customers and by retaining existing customers (i.e., In contrast, a framework covers all the best practices & fundamentals that should be present in all B2B SaaS businesses. You can use data to determine the best time to push upsells to your customers.

Upselling 52

Upselling SaaS Best practices B2B 52

JustCall

MARCH 7, 2023

It encompasses marketing, sales, and finance departments by monitoring their workflows, generating valued insights, and driving revenue growth across the organization. Intelligent software and modern SaaS solutions like JustCall can help revolutionize your sales strategies and optimize the pipeline for maximum efficiency!

CRM 52

CRM Metrics Sales Finance 52

CSM Practice

JULY 24, 2019

Here are some solutions that you can use to foster a customer-centric mindset across all departments in your SaaS company: 1. Sales – The CSM can identify expansion, cross-sells, upsells or renewal opportunities that customers might be interested in while assisting them to close more deals. Align Strategy with Customer Needs.

Customer centricity 45

Customer centricity Feedback Finance Upselling 45

CustomerSuccessBox

JULY 8, 2020

We had Jay Nathan , Founding & Managing Partner, Customer Imperative and Andrew Marks , Founder, President and COO, SuccessHacker speak to Puneet Kataria , Founder & CEO, CustomerSuccessBox about the role of customer success in driving SaaS businesses during a lockdown. Are you retaining logos, MRR, users, champions or admins?

Customer retention 40

Customer retention SaaS Consulting Consulting 40

JustCall

NOVEMBER 25, 2022

In such cases, sales intelligence can pick up cues that can lead to more sales and upselling. For instance, a SaaS enterprise will consider different buying signals from an eCommerce store. Sales intelligence doesn’t just help to create new customers. It is also valuable when it comes to existing ones.

Sales 52

Sales B2B CRM Finance 52

ROI CX Solutions

DECEMBER 3, 2024

They work with major players in retail, e-commerce, banking, and finance. In addition to customer-facing solutions, it provides back-end support such as finance, technical support, accounting, and collections. Influx works with industries such as SaaS, e-commerce, startups, and mobile apps.

outsourcing 52

outsourcing Customer Support Telemarketing Technical Support 52

Cincom

JANUARY 24, 2025

ERP integration ensures that orders are directly transferred to production or finance systems for fulfillment, enabling accurate inventory management, pricing, and order tracking. They can personalize sales interactions by predicting what products customers are likely to prefer, increasing cross-sell and upsell opportunities.

Real estate 40

Real estate CRM Sales Automotive 40

Cincom

FEBRUARY 7, 2025

6- AI-Powered Recommendations and Personalization Artificial intelligence (AI) enhances CPQ solutions by offering intelligent pricing recommendations, cross-sell and upsell opportunities, and personalized customer experiences. Flexible Deployment: Supports both on-premise and SaaS models, providing adaptability based on business needs.

Marketing 40

Marketing Engineering CRM Enterprise 40

JustCall

FEBRUARY 11, 2022

Upselling, and cross selling products and sellers. Skills and qualifications you need to have as a key account manager, include: Diploma/Degree in Sales, Finance, Business Administration or a related field. Some of the examples of B2B products include wholesale products, commercial software, SaaS products, and consulting services.

Sales 52

Sales B2C B2B call center software 52

SmartKarrot

JUNE 16, 2020

A list of Top 8 SaaS Account Management Best Practices to help you grow your existing accounts and increase revenue. #1 This can be done through operational value-adds, support through insights, channel partnerships, technological help through systems integration & business support through special terms and financing. #6

Best practices 10

Best practices SaaS Accountability Management 10

SmartKarrot

NOVEMBER 23, 2020

This individual is supposed to aid the Finance and Sales unit, in addition to revising and reporting renewal opportunities. Having 5+ years of experience in the fields of sales, customer success, or renewals – or in the B2B SaaS industry is a huge advantage. Here we look into the topic with a magnifying lens.

SaaS 10

SaaS B2B Management Finance 10

SmartKarrot

JUNE 1, 2022

As a B2B SaaS business owner, you should be aware of the differences between these terms and understand them very clearly. Bookings in SaaS Business. Booking in the SaaS business refers to when a customer ‘books’ your SaaS product or service. Billings in SaaS Business. Revenue in SaaS Business.

SaaS 10

SaaS B2B Metrics Finance 10

SmartKarrot

OCTOBER 15, 2020

Customer acquisition cost is designed to show you the finance deployed behind acquiring a single client. In most of the B2B SaaS companies , the CAC is driven majorly by two elements. Even though customer success has the leverage to bring in significant revenue and boost up the scale, due to upsells and cross-sells , it is excluded.

SaaS 19

SaaS Transportation Metrics Sales 19

SmartKarrot

DECEMBER 5, 2022

The traditional system provides historic data on your finances. In today’s swiftly growing and changing economics, the traditional method of finance tabs are not enough. Enterprises can use augmented intelligence to monitor their finances and provide warnings and real-time suggestions for effectively utilizing them.

Accountability 19

Accountability Management Finance Analytics 19

SmartKarrot

NOVEMBER 26, 2020

You need customer-centricity as a priority in your SaaS firm. Understanding the customer without least bothering them is a virtue every SaaS firm wants. A quick example of that could be targeting only the finance professionals from the bay area for a particular product that meets their need. Knowing your customer.

SaaS 12

SaaS Upselling Metrics Finance 12

SmartKarrot

JULY 28, 2020

Identify and develop upsell opportunities. Develop and maintain strategic business relationships with enterprise customers to drive adoption and expansion in upselling and cross-selling. Work with the internal teams such as Engineering, Sales, Accounting and Finance as required to address or resolve customers concerns.

Upselling 10

Upselling Accountability Finance SaaS 10

SmartKarrot

AUGUST 3, 2020

Your primary focus will be on engaging with the global SaaS customers in activities that measure and drive satisfaction such as adoption, retention and future growth opportunities. You will apply a consultative approach to identify upsell opportunities and create a fan base amongst clients.

Finance 10

Finance CRM Upselling SaaS 10