Customer Journey Mapping for SaaS Companies
GetFeedback
AUGUST 26, 2020
An overview of the customer journey map for SaaS companies, why it's important, and how it's executed.
Guest Post: 5 Reasons Why Customer Experience is the Pulse of Every Business
ShepHyken
AUGUST 27, 2021
This week we feature an article by Jafar Sadhik, a digital marketer in the fields of SaaS tools, data management, and finance management. Jafar Sadhik is a passionate digital marketer possessing 6+ years of writing experience and sound knowledge in the fields like SaaS tools, data management, finance management, etc. .
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Mapping Your SaaS Customer Journey in Seven Steps
Totango
FEBRUARY 23, 2022
Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. First, we’ll define what a SaaS customer journey is, break it down into stages, and explain why mapping it out is important. What Is a SaaS Customer Journey?
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Customer Success in SaaS: A Complete Guide & Best Practices
Totango
JUNE 24, 2022
Customer success in SaaS differs from CS in other industries. Read on to learn the keys to effective customer success for SaaS clients. Read on to learn the keys to effective customer success for SaaS clients. How Is Customer Success for SaaS Different from Other Businesses.
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How to Create a Customer Journey Map and Improve CX
aircall
MARCH 27, 2017
This article is part two of a series on customer journey mapping. This second one explains how to plot a successful customer journey map and how to use it to your business’ and your customers’ advantage. Your customer journey map will be rooted in your customers’ actions, behaviors, challenges, and needs.
QBR in SaaS: Is the traditional QBR dead?
Totango
SEPTEMBER 1, 2022
Why Your QBR SaaS Model Needs an AI Makeover. Quarterly business reviews (QBRs)[LINK] have become a standard practice for software providers, but today’s QBR SaaS model is rapidly transforming. Here we’ll show you how to update your SaaS QBR strategy to keep up with the latest technology and best practices.
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Guest Post: How to Use the Customer Journey to Create an Engaging Affiliate Marketing Strategy
ShepHyken
FEBRUARY 26, 2021
Affiliates and Customer Journey. A deeper understanding of individual customer journey maps can help companies know what to promote or not. Making sure that affiliates are matched to each stage in the customer journey will help. Good content works best in every stage of the customer journey.
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Your Customer Journey Map Template: 8 Steps to Successful Client Outcomes
Totango
MARCH 12, 2021
A customer journey map template lays out a path to optimal outcomes promoting client retention. Here we’ll cover an eight-step approach to creating a customer journey map that encompasses all stages of your customers’ experience, including pre-sales and post-sales experiences. Mapping the Modern Customer Journey.
4 Steps to Mapping Your Customer’s SaaS Journey
ClientSuccess
AUGUST 18, 2020
This is where the customer journey map comes into play. In the new SaaS-based economy, customer journey maps are built to help customers reach their goals and to show value. Thus, the customer SaaS journey – while varied from industry to industry – widely remains the same. Stage 3: Renew.
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"Follow the Leader", Featuring Jeannie Walters
Call Center Weekly
JANUARY 10, 2018
How does the SaaS customer experience differ from traditional business models? Any customer experience has some of the same steps in the journey. The SaaS customer journey leans heavily on the customer to understand the product before buying, and that's why trial periods are so popular.
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Top 6 Tips for a Successful SaaS Customer Engagement Strategy
Totango
AUGUST 25, 2022
Six Customer Engagement SaaS Strategies That Work. For software service providers, customer engagement SaaS strategies play a central role in a successful business model. In this article, we’ll offer some tips for a winning customer engagement SaaS strategy. Next, we’ll share six keys to effective SaaS customer engagement.
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Understanding the B2B Customer Journey and How It Differs from B2C
Totango
MARCH 16, 2021
B2C customer journey to see what’s the same and what’s different. We’ll cover the basics of: Customer journey mapping. How journeys differ for B2B and B2C customers. How to analyze your customer journey. Basics of Customer Journey Mapping. B2B vs. B2C Customer Journeys: Comparisons and Contrasts.
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7 Best practices for a Customer Journey Map!
CustomerSuccessBox
MARCH 17, 2022
A customer journey map can help with this. Read further to know in detail about the best practices that you should follow for building an effective Customer Journey Map. What is a Customer Journey Map? Suggested Read : The Ultimate Guide on Customer Journey Mapping. Yes, but it is tough!
Defining the Stages of the Customer Journey Map: Service
Education Services Group
JUNE 20, 2023
Continuing our series investigating all the stages of a customer journey map, I’m diving into everything that makes (or breaks) this chapter of the CX story. When SaaS (and, by extension, XaaS) came along, businesses had to start thinking differently about how they were acquiring and serving their customer bases.
Customer Journey Mapping: A brand's GPS to loyalty and advocacy
Quadient
APRIL 24, 2016
Customer Journey Mapping: A brand's GPS to loyalty and advocacy. Don’t assume a customer journey is a linear path. Customers don’t see the journey: they just want to purchase a product or service from your company; get their product repaired as quickly as possible or get an answer to their question in a short amount of time.
What are customer journeys in SaaS?
CustomerSuccessBox
JULY 9, 2021
Customer journey maps are a tool to understand how people and companies buy your software. A customer journey is very specific to the physical experiences your customers have. Importance of Customer Journey in SaaS. In the SaaS business, the customer is the ultimate boss. Create your customer journey map.
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Lost in the maze? Simplify your customer journey map with these five tips
ChurnZero
JULY 6, 2023
As a customer success leader, I’ve seen time and time again companies over-engineer or altogether skip the most foundational step in building a great customer experience—and that is mapping the customer journey. In one of many similar instances, I was helping a SaaS company get to the root of its high customer churn.
B2B Customer Journey Touchpoints CS Teams Need To Plan For
Totango
AUGUST 23, 2022
B2B Customer Journey Touchpoints: A Guide for CS Teams. B2B customer journey touchpoints mark the roadmap toward successful outcomes for clients and CS teams. In this way, customer journey B2B touchpoints serve as a powerful tool for increasing the effectiveness of your customer success strategy. Making upsell offers.
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Should You Use a Freemium SaaS Model to Sell Your App?
Totango
SEPTEMBER 17, 2021
The freemium SaaS model , where you offer limited free use of your product to promote a premium version, has become common in the tech industry. But is it the best way to sell a SaaS product? We’ll take a closer look at what the freemium SaaS model is and what its pros and cons are. What Is the Freemium SaaS Model?
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A to Z Guide to Customer Experience Definitions and Terms (Updated)
Lumoa
FEBRUARY 9, 2023
Successful brands focus on developing a seamless experience that ensures each touchpoint interconnects and contributes to the overall journey.” ” For more information, check “ What is the customer journey and why does it matter to your business ” by SurveyMonkey. Learn from the best.
Top LinkedIn Learning Courses for Customer Success
ChurnZero
FEBRUARY 9, 2021
Customer Experience: Journey Mapping. Course Description: If you strive for a customer-centric culture, you have to understand the customer’s journey—every step of the way. Customer journey mapping is a powerful way to find pain points and opportunities in your customer experience. Level: Intermediate.
Follow Six Steps to a Successful Customer Journey Analysis
Totango
MARCH 23, 2021
A customer journey analysis helps you improve SaaS client experience and increase retention by optimizing the steps customers take in their relationship with your product and brand. You can approach doing a customer journey analysis as a six-step process: Gather customer journey data.
How to Build Client Relationships Digitally: 14 Pro Tips
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.
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Customer Success Executives Roundtable: Customer Lifecycle Journey
CSM Practice
AUGUST 7, 2020
The customer journey mapping helps improve the customer success team’s morale, reduce employee turnover, reduce fire fighting reactive mode, resolve business process issues, and improve customer data challenges. Here are the key takeaways from the CS Roundtable discussion: How Vitalsource defined its customer journey map?
How Online Communities Create Customer Advocacy and Retention
ChurnZero
APRIL 8, 2020
Given these evident benefits, it’s easy to see why customer advocacy is a hot topic in the SaaS industry at the moment. . This places even more pressure on SaaS companies to retain their current customers and provide a product that delights users, and dramatically increases the need to build an army of customer advocates!
Q&A with Aruba: How We Scaled Our Customer Engagement Strategy
Totango
NOVEMBER 5, 2021
Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. What may work for SaaS, may not work for another industry.
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The ultimate guide customer success in SaaS
ChurnZero
DECEMBER 1, 2023
The essential handbook for building the modern customer success program Are you ready to elevate your SaaS business with a robust customer success program? Dive into “the ultimate guide to customer success in SaaS” and gain the insights and strategies you need to create a high-performing customer success team.
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Why does your SaaS business need a Post Sales CRM tool?
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.
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7 Step Customer Success Strategy for Higher Lead Conversion and Customer Retention
Totango
FEBRUARY 10, 2021
Set success goals for each stage of your customer journey map. Set Success Goals for Each Stage of Your Customer Journey Map. A great way to do this is to create a customer journey map. Segment your customer database for personalized communications. Proactively guide customer growth.
Key Insights to Guide your CS Strategy in 2022
Totango
DECEMBER 6, 2021
What 2021 Taught SaaS Businesses about Customer Success. As the business world adapted to the challenges of 2021, SaaS companies re-examined what customer success means in today’s digital-first environment. First, we’ll look at how the flywheel model has redefined our understanding of the customer journey.
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Top Customer Engagement Tips for Retaining Executive Stakeholders
Totango
MAY 10, 2022
A customer engagement strategy is critical for retaining and growing SaaS clients. A customer engagement strategy is an action plan for promoting active client use of your SaaS product. Use a customer journey map to structure your client engagement plan and identify success outcomes and best practices for each stage of engagement.
Customer Experience Strategy: An A to Z Glossary
Lumoa
MARCH 20, 2018
Successful brands focus on developing a seamless experience that ensures each touchpoint interconnects and contributes to the overall journey." For more information, check " What is the customer journey and why does it matter to your business " by SurveyMonkey. Most of customer journey maps focus solely on customers.
Top 10 trends shaping the future of Customer Success in 2021
CustomerSuccessBox
SEPTEMBER 7, 2021
Pro Tip: Designing a Customer Onboarding Framework for B2B SaaS. #2 8 Substantial Investment in Customer Journey Mapping. Throughout the customer journey, there are various touchpoints and with the smart technology and data-driven comprehensive, these insights are easily available. 9 CX and UX will Make the Cut.
Complete guide about SaaS Content Marketing
JivoChat
NOVEMBER 22, 2021
Do you have a Software as Service (Saas) company and haven’t developed any marketing strategies yet? SaaS content marketing is an important part of conquering visibility and showing the importance of your service. . The importance of SaaS Content Marketing? 10 Saas Content Marketing strategies to implement.
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Outdo Your SaaS Onboarding: 8 Expert Tactics to Exceed Expectations
ChurnZero
AUGUST 28, 2020
SaaS onboarding makes or breaks your customer retention. How to Create an Effective Customer Journey Map – Check out these customer journey examples and templates. . The post Outdo Your SaaS Onboarding: 8 Expert Tactics to Exceed Expectations appeared first on ChurnZero. Customer Success Around the Web.
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The Ultimate Client Onboarding Checklist for CS Teams
Totango
AUGUST 18, 2022
A lot goes into crafting the ideal onboarding process for SaaS products. In the SaaS industry, onboarding is the process of guiding a new customer through the steps they need to start using the product they just purchased. Why Optimizing Your SaaS Onboarding Matters. A Customer Onboarding Checklist for Successful CS Teams.
How to Transform Customer Success Into a Profit Center with Metrics and Forecasting
ChurnZero
JANUARY 6, 2022
Customer Success represents a large source of revenue-generation for SaaS businesses. Whether Customer Success should own the renewal and/or expansion is a debated, and nuanced, topic in SaaS. The SaaS world is increasingly recognizing Customer Success as an essential function to the business. But Customer Success? Not so much.
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What are the best Customer Success YouTube channels? Start with our top five.
ChurnZero
MAY 3, 2022
Across more than 30 playlists, you’ll discover everything you need to know about upsell, launching CS, customer training, CS careers, customer value management, retention and renewals, customer journey maps, health scores, segmentation, QBRs and much more. Crash Course in Customer Success and SaaS Metrics (with Dave Kellogg).
Four digital customer success trends to watch in 2025
ChurnZero
JANUARY 10, 2025
You dont have to live in a futuristic time warp to know that customers (yes, even B2B and SaaS customers) are more and more online, working when and how it works for them, and they want (and sometimes need) to engage with your products and your company in that same flexible, at-their-fingertips kind of way.
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What is Customer Lifetime Value and How to Calculate It
ChurnZero
JULY 14, 2021
To learn more about other SaaS terms and metrics you should be tracking today as a Customer Success professional check out our Churnopedia. How to Create an Effective Customer Journey Map – Find out how to map out your customer’s journey using these examples and templates. . Customer Success Around the Web.
50 Customer Service Experts You Should Be Following (even if you’re not on Twitter)
Nicereply
MARCH 23, 2021
In creating a customer-centric business, journey mapping can be a great tool, but even the language we use to name the stages of the #CX journey should reflect the customer's point of view! He frequently writes on his personal blog about SaaS customer success. Here, I explain how to approach it.
Customer Health Score: A Guide to Improving Client Satisfaction
Totango
MAY 6, 2022
Customer health score is one of the fastest and easiest ways to assess whether your SaaS customers are satisfied with your product and brand. These include: Creating a customer journey map as a framework for managing customer health. Planning best practices to promote health for customers at each stage of their customer journey.
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Q&A with Aruba: How We Scaled Our Customer Engagement Strategy
Totango
NOVEMBER 5, 2021
Also, something that makes our team unique is that we have a team of about four or five people who focus on the journey map and the lifecycle management of the customer. So, that team is kind of like the architect who designs the journey for the customer. What may work for SaaS, may not work for another industry.
Customer Churn Software: Can You Improve Customer Relationships During a Crisis?
ClientSuccess
AUGUST 28, 2020
Now that we’ve spent months in this ongoing crisis and, unfortunately, know how this kind of situation can impact a customer success team (and a larger SaaS organization in general) down the road , customer success teams can take these new insights to build a strategic plan for crisis management.
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