Callminer

APRIL 23, 2019

Expert PCI Compliance Tips & Best Practices. Below, we’ve rounded up 17 tips and best practices for PCI compliance from industry and regulatory experts. Expand your call recording practices. Train agents thoroughly on everything compliance-related and integrate PCI best practices into their scripts.

Best practices 159

Best practices Call Center Banking Contact Center 159

ChurnZero

JUNE 17, 2022

To share how to choose, track, and act on effective onboarding metrics, ChurnZero Customer Success Enablement Team Lead Bree Pecci joined CSM Practice for a drill-down into customer-centric onboarding. Onboarding metrics serve two main purposes. Basing onboarding metrics on your internal operations can produce false positives.

Metrics 52

Metrics SaaS Surveys Self service 52

ProProfs Blog

OCTOBER 30, 2021

This is where the importance of customer feedback plays its part. Collecting customer feedback guarantees you never stray too far from the customer’s needs. Even though it has both negative and positive sides, you’ll need both for consumer feedback to work for you. What is Customer Feedback? Source: Broadly.

Feedback 143

Feedback Surveys Customer centricity Metrics 143

ChurnZero

NOVEMBER 4, 2022

Discover the lessons these three SaaS CEOs have learned from leading customer-centric businesses through an economic slump, and how you can apply them. Part of adopting an agile mindset means making fast decisions with the best information you have. A SaaS business’s greatest source of intel is direct customer feedback.

SaaS 98

SaaS Customer centricity Finance Best practices 98

ClientSuccess

MAY 8, 2019

I’m excited to continue on with our blog series on customer success metrics. In our last post on this topic, we covered the top four categories of customer success metrics. The topic I will cover in this blog is on the top five customer success health metrics. Customer Success Health Metrics. Customer Engagement.

SaaS 59

SaaS Metrics Accountability industry standards 59

ProProfs Blog

SEPTEMBER 13, 2019

The importance of SaaS Customer Service is visible in these two data-proven statistics: AmericanExpress reports that 70% of consumers will go with the company that offers excellent customer support. As you can see, delivering the perfect saas customer support experiences is directly correlated with your churn and retention.

SaaS 83

SaaS Customer Service Customer Support Best practices 83

ClientSuccess

FEBRUARY 8, 2023

There are an overwhelming amount of metrics that you can measure to track customer success. So, to break through the fray and give you a place to start, Client Success has created THE list of the most valuable customer success metrics. If your company is B2B, this could be interpreted as average revenue per logo.

Metrics 75

Metrics Upselling B2B SaaS 75

Education Services Group

APRIL 27, 2022

Instead, I want to do some level setting on some specific metrics and flaws I see in the industry. CES (Customer Effort Score): For a metric that has the potential to be a real-time feedback avenue for customers, why does the way we ask this question seem like a kid seeking praise from a parent after doing a summersault?

Metrics 98

Metrics Surveys SaaS CRM 98

Totango

JULY 31, 2020

For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward. How SaaS Enterprises Can Streamline New User Onboarding. The benefits of a fast, simple onboarding process are myriad.

SaaS 127

SaaS Healthcare Customer retention Enterprise 127

ChurnZero

MARCH 28, 2023

Early-stage SaaS businesses tend to put most of their focus on acquiring net new customers. However, you should also have a feedback loop to identify when and if those engagements fall short of expectations. Product feedback or feature requests. A best practice is to send a CSAT to a customer whenever a support ticket is closed.

SaaS 52

SaaS Chief Customer Officer Surveys Feedback 52

Totango

AUGUST 12, 2020

The rise in SaaS and subscription business models with low upfront costs and regular renewal windows means customers can make emotional and rapid decisions to leave an agreement with little consequence. The customer should also have a place to share feedback. Or, get started with best practices for free today.

SaaS 87

SaaS Upselling Enterprise Best practices 87

CustomerSuccessBox

JUNE 5, 2019

TL;DR A single customer health score is not ideal for a B2B SaaS business. The best practices for configuring a health score include. Monitoring the right metrics, i.e., don’t mix support signals with product adoption signals. Acting on poor leading metrics till health score is good. So why does it not work?

Best practices 89

Best practices Accountability SaaS B2B 89

Kayako

JULY 27, 2017

But this is your life as a manager developing a SaaS customer support model that scales. And there’s so many metrics you can track ! Some of the best metrics can help you to analyze the health of your team and their relationship with your customers. 5 Metrics that shape your SaaS customer support model.

Metrics 80

Metrics SaaS Surveys Enterprise 80

CSM Practice

MAY 16, 2020

At CSM Practice, we are following the Covid-19 situation and its impact on customer success closely. And as we collectively work together to lower the curve, we would like to provide some guidance based on best practices to smoothen customer journeys during the Coronavirus pandemic. 3. Adjust Your Metrics and KPIs.

Best practices 52

Best practices SaaS Customer centricity Finance 52

delighted

MAY 10, 2019

This low survey response rate can lead to concerns over unreliable feedback or a lack of helpful customer insights. A knee-jerk reaction for getting more feedback is simply to send your survey to more people, but that introduces its own risks. Recency of activity is a key driver for increasing response rates with quality feedback.

Best practices 65

Best practices Surveys Feedback B2B 65

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

aircall

FEBRUARY 1, 2021

To make that happen, you’ll need to clearly define your sales training process, invest in the right training programs, and follow best practices for training sessions. . Be open to feedback: Often, it’s your salespeople who come up with the best ideas for how to be more efficient and productive.

Best practices 62

Best practices Sales Call Center Coaching 62

Amity

OCTOBER 23, 2018

Tracking the proper metrics is essential in understanding how your business is performing. For now let’s concentrate on the following four main metrics. Expansion revenue can have a big impact on your SaaS metrics and your bottom line. Net Promoter Score (NPS). Customer Health. Net Promoter Score.

Metrics 76

Metrics Best practices Customer retention SaaS 76

ChurnZero

FEBRUARY 4, 2022

Customer Success Metrics that Your Investors and Board Care About. A huge part of how customer success collects intel and feedback from customers is by talking with them. In this article, we share Kristen’s best advice on how you can use metrics to reframe your customer stories, so they’re primed for investor engagement.

Metrics 98

Metrics Consulting Consulting Best practices 98

Beyond Philosophy

DECEMBER 10, 2021

Unfortunately, Reichheld says too many organizations use NPS as a stick or a metric for earning bonuses. The book lays out some of the best practices for maintaining credibility for the Net Promoter System. Moreover, with Net Promoter’s robust feedback, you know better what companies will succeed in the market.

Airlines 273

Airlines Metrics Accountability SaaS 273

delighted

MAY 10, 2019

This low survey response rate can lead to concerns over unreliable feedback or a lack of helpful customer insights. A knee-jerk reaction for getting more feedback is simply to send your survey to more people, but that introduces its own risks. Recency of activity is a key driver for increasing response rates with quality feedback.

Best practices 43

Best practices Surveys Feedback B2B 43

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. We’ll define customer health score, what metrics go into it, and what it tells you about customer accounts. The best approach is a multidimensional customer health model.

Best practices 117

Best practices Metrics Upselling Journey mapping 117

Amity

NOVEMBER 21, 2016

SaaS customer success leaders publicly encourage greater adoption of this practice. I’ve found that SaaS vendors use seven distinct strategies to empower CSMs with customer benchmarking. Strategy 2: Customer Benchmarking using Best-Practices Studies. I’ve written more about this link in a recent post.

Benchmark 59

Benchmark SaaS Best practices Metrics 59

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. Engaging decision-makers in discussions about performance goals and metrics provides a transparent, objective basis to demonstrate product value.

Journey mapping 77

Journey mapping SaaS Enterprise B2B 77

Lumoa

FEBRUARY 14, 2024

From lead conversion rates (CVR), click-through rates (CTR), and Net Promoter Scores (NPS), companies use multiple metrics to analyze the effectiveness of their CX strategy. Then, use metrics like churn rate, CSAT, and CVR to gauge which touchpoints are negatively impacting CX. But CX very rarely deals in absolutes.

Customer Experience 83

Customer Experience Chatbots Analytics SaaS 83

ClientSuccess

MARCH 8, 2018

But be aware that although this data is a important, it’s not always the holy grail of metrics. These conversations should include data driven feedback that helps product determine impact and priority of the feedback. Take Customer Feedback Seriously. Customer Success as a Culture: Customer Success Leaders Edition.

Best practices 40

Best practices Feedback Upselling SaaS 40

CSM Practice

FEBRUARY 24, 2020

Every customer success metric you can measure falls into one of these four categories: Customer Health Metrics. Customer Financial Metrics. Customer Usage Metrics. Customer Success Team Performance Metrics. In this blog series, we’ll examine each customer success metric category in separate blogs.

Metrics 52

Metrics Accountability Surveys SaaS 52

CSM Practice

FEBRUARY 24, 2020

Every customer success metric you can measure falls into one of these four categories: Customer Health Metrics. Customer Financial Metrics. Customer Usage Metrics. Customer Success Team Performance Metrics. In this blog series, we’ll examine each customer success metric category in separate blogs.

Metrics 52

Metrics Accountability Surveys SaaS 52

CustomerSuccessBox

DECEMBER 28, 2021

B2B customer segmentation best practices. The best practices outlined below will help you optimize your segmentation schemes so that you deliver a superior customer experience while prioritizing your resources. The post Boost Customer Engagement Through User Segmentation in B2B SaaS appeared first on.

B2B 52

B2B SaaS Best practices Accountability 52

Satrix Solutions

NOVEMBER 12, 2020

Are you also considering customer feedback when determining customer health scores? In this installment on CX best practices, Evan Klein, Founder and President of Satrix Solutions , and Steve Bernstein, CEO and Founder of Waypoint , discuss the importance of including voice of the customer feedback when measuring customer health.

SaaS 88

SaaS Feedback Best practices Accountability 88

COPC

SEPTEMBER 30, 2022

RevealCX is an AI-Powered software as a service (SaaS) quality monitoring solution. The innovative technology aligns quality results with the customer experience and key business metrics. helps companies deploy the best practices found in the COPC CX Standard through consulting, research, certification and training.

Calibration 63

Calibration Best practices Quality management Benchmark 63

ClientSuccess

OCTOBER 17, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. We’ve compiled a list of 12 Customer Success Best Practices That Can Positively Impact Your Work as a CSM. How has it helped you? ”.

Best practices 56

Best practices Chief Customer Officer Customer advocacy SaaS 56

Totango

SEPTEMBER 13, 2022

Having a playbook in place can help you deliver better results for your SaaS customers and yield higher satisfaction, retention, and revenue for your business. What Are The Benefits Of Having A Customer Success Playbook in SaaS? The benefits of customer success playbooks for SaaS providers are numerous.

SaaS 87

SaaS Upselling Best practices Customer retention 87

JivoChat

AUGUST 24, 2021

Many people don’t understand the importance of customer service metrics. Unfortunately, while most companies obsessively track sales and marketing numbers, they completely overlook customer service metrics—and miss out on the insights they can learn about customer service, customer satisfaction, and brand loyalty. Ticket Volume.

Metrics 59

Metrics Customer Service Upselling Average Handle Time 59

ChurnZero

MAY 3, 2022

Start with: CSM Mastermind: Sharing Customer Feedback Effectively. 2: CSM Practice. A consulting firm that specializes in helping tech and services organizations optimize their CS effectiveness, CSM Practice offers an encyclopedic CS YouTube channel covering everything from the basics of CS to deep dives into KPIs. 5: ChurnZero.

Journey mapping 98

Journey mapping Customer centricity SaaS Education 98

ClientSuccess

JULY 27, 2021

While customer success is a necessary function in any SaaS organization, there can sometimes be a sense of confusion around the importance of customer success, especially at an executive level. When your CEO has visibility into these key customer success metrics , the executive team can better forecast decisions and drive customer strategy.

SaaS 64

SaaS Metrics Best practices Feedback 64

ChurnZero

JANUARY 18, 2024

The role of the chief customer officer has become an essential function in subscription-based business models such as software-as-a-service (SaaS), where customer retention is paramount and requires executive-level leadership. SaaS businesses, meanwhile, benefit from predictable streams of recurring revenue.

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Chief Customer Officer SaaS Sales Upselling 52