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. To meet compliance, a service provider must have the following goals for their internal controls.

Best practices 159

Best practices Call Center Banking Contact Center 159

Totango

OCTOBER 23, 2020

By utilizing certain customer onboarding best practices in your enterprise, you can ensure that your clients successfully learn to use your product, see its value for their business, and start on the right path toward high lifetime value. 7 Customer Onboarding Best Practices to Set Clients Up for Success.

Best practices 71

Best practices Metrics Enterprise Feedback 71

Totango

APRIL 4, 2024

If you asked your customer success (CS) and sales leaders this question, what do you think each of them would say? Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion.

Sales 89

Sales Upselling Accountability SaaS 89

Revation Systems

JANUARY 5, 2023

During the sales process I found myself becoming emotionally attached to the one with more “sizzle” and “bells and whistles.” The company lacking that extra “sizzle” ended up meeting our standards, while the company with the “sizzle” fell short. And let me tell you, I’m glad I did.

Best practices 62

Best practices Morale B2B SaaS 62

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?

SaaS 75

SaaS Best practices Upselling Journey mapping 75

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

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

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. Let’s look at some of the best net retention rate and how they are doing good at it. Best practices: Consumption vs subscription.

SaaS 52

SaaS Best practices Enterprise Customer retention 52

ChurnZero

MARCH 28, 2023

Early-stage SaaS businesses tend to put most of their focus on acquiring net new customers. When you have only a handful of customers, your sales team, product team, customer support team—and even executives—can join forces to keep them happy. 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

ClientSuccess

AUGUST 14, 2019

As you structure your CSM compensation plans, here are three best practices to keep in mind: 1. Get input from sales, marketing, product, and your executive team when deciding on your CSM engagement model. . This conversation is especially important to have with your sales leader counterparts.

Best practices 40

Best practices Metrics Upselling SaaS 40

Education Services Group

MARCH 18, 2020

This also means that CS is primarily referenced with some level of connection to SaaS. But just because CS originated within SaaS does not mean that it only applies to businesses with an ‘as-a-service’ business model. Non-SaaS businesses are hopping on board the Customer Success train to meet market demand and consumer expectations.

SaaS 52

SaaS Best practices Metrics Benchmark 52

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

CrazyCall

MAY 20, 2019

Especially when you’re working in sales. New best practices, strategies, techniques, and approaches spring up like mushrooms and it’s hard to keep track of them. To help you stay on the front of the race we’ve compiled a list of 97 super-effective sales tips that will help you take your sales skill to the next level.

Sales 123

Sales Coaching Scripts Education 123

CrazyCall

AUGUST 16, 2019

One way to expand your knowledge is to listen to the best sales podcasts. To help you become a better salesman , saleswoman, executive, representative, and manager I’ve listed 41 best sales podcasts hosted and recommended by actual sales pros. Ready to level up your sales career? The Amazing Seller Podcast.

Sales 115

Sales B2B Coaching Personalization 115

Totango

JANUARY 31, 2019

Every successful SaaS company must be a strict disciple of the culture of the customer. SaaS customer engagement, therefore, needs to inform the entire customer journey. Rather than focusing just on sales and renewal, you can maximize every stage of the customer journey by delivering the right level of engagement at the right time.

SaaS 79

SaaS Metrics Accountability Education 79

CustomerSuccessBox

AUGUST 3, 2021

In this era of SaaS and subscription businesses, getting the user to buy your product is only the beginning of a long journey ahead. During the entire process with the customer, pre-sales and post-sales, there is a need for a close relationship between Customer Success and Sales. Best Practices for knowledge transfer.

Sales 52

Sales SaaS Best practices Customer retention 52

Balto

OCTOBER 17, 2023

This means that when you’re creating your marketing campaigns or sales strategy, you’re putting the needs of those people at the forefront of your mind. The Revolution of ICP in Modern Sales The Evolution of Targeting: From Mass Marketing to ICP Traditionally, businesses have relied on mass marketing to put their name out there.

Sales 52

Sales Healthcare Accountability Marketing 52

JustCall

APRIL 12, 2023

Founded in 2015, Gong is a popular sales intelligence software that provides deep insights into deal progress, pipeline, and market trends. When browsing for an efficient tool, people look for key parameters such as ease of use, time-saving ability, lead qualification features, training and meetings, and so on.

Sales 52

Sales Coaching CRM Contact center software 52

ClientSuccess

DECEMBER 5, 2022

A Customer Advisory Board (CAB) is a powerful tool for SaaS companies to maximize customer success. This will help you further understand their needs and develop your product in a meaningful way which meets the needs of each customer segment. The CAB is an integral part of any successful SaaS business, so make sure to have a plan for.

SaaS 87

SaaS Customer advocacy Feedback Enterprise 87

Balto

OCTOBER 17, 2023

This means that when you’re creating your marketing campaigns or sales strategy, you’re putting the needs of those people at the forefront of your mind. The Revolution of ICP in Modern Sales The Evolution of Targeting: From Mass Marketing to ICP Traditionally, businesses have relied on mass marketing to put their name out there.

Sales 52

Sales Healthcare Accountability Marketing 52

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. For example, a website visit, an online sales purchase and a phone support call are all potential customer journey B2B touchpoints.

B2B 116

B2B Journey mapping SaaS Engineering 116

aircall

MARCH 19, 2021

For some businesses, they use this customer data to gain unique insights to improve things like sales performance or the customer experience. Because customer data reveals people’s behaviors, pain points, and preferences, you can also serve existing customers better, by constantly working to address their concerns and meet their needs.

Sales 62

Sales CRM Marketing Best practices 62

ChurnZero

FEBRUARY 9, 2021

This course address what CSM is and why it’s important; what types of situations CSM applies to; and how CSM can help increase a company’s sales revenues and profitability. Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Engaging Preparation Best Practices for Customer Success Management

Journey mapping 98

Journey mapping Best practices Consulting Consulting 98

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.

Chief Customer Officer 52

Chief Customer Officer SaaS Sales Upselling 52

ChurnZero

JULY 17, 2020

Keeping a renewing client allows you to increase your Customer Success team’s efficiency and grow your SaaS business. In some cases, the renewal process is owned by the Sales team (not the Customer Success team). In other words, in this blog, we are going to assume that the situation calls for Sales to own the renewals.

Sales 59

Sales Chief Customer Officer Upselling Accountability 59

delighted

JUNE 30, 2022

Here are some of the best practice placements: Promote your referral program on your website. The above are just some examples of how brands can turn a referral program from an afterthought to a sustainable growth channel that helps you meet your goals. Publicize your referral program. Emma loves telling people’s stories.

Sales 79

Sales Advertising Surveys Marketing 79

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

JustCall

MAY 23, 2023

The focus this year will largely be around the themes of digital transformation and innovation, the growing role of Generative AI and emerging tech, and top industry insights as well as best practices. Meet our team of experts at booth no. Read on to learn more about what you can look forward to.

Customer Experience 52

Customer Experience Agent burnout SaaS Contact Center 52

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. What Is Customer Retention Software?

Customer retention 100

Customer retention Upselling CRM SaaS 100

Totango

MARCH 26, 2021

At one time, customer lifecycle models took a seller-centric perspective which split the pre-sales phase of the customer’s journey from the post-sales phase. A satisfying post-sales experience sets the stage for subscription renewals and referrals, laying a foundation for additional sales. Conversion.

SaaS 66

SaaS Best practices Upselling Education 66

CSM Practice

MAY 22, 2020

More and more SaaS businesses are realizing the value of having a customer success team to ensure the continued success of their customers. Successful customers are more likely to renew and pay more through renewals and expansion, ensuring a steady revenue growth for SaaS businesses. What Is the Best Compensation Plan for CSMs?

SaaS 126

SaaS Metrics Accountability Customer centricity 126

ClientSuccess

MAY 8, 2019

A purely data driven approach may give you false-positive or false-negative signals By taking a holistic approach at all touch points of the customer experience—not just those directly tied to product or usage—SaaS companies more accurately determine the health of their customer base and take actions that improve customer health and retention.

SaaS 59

SaaS Metrics Accountability industry standards 59

ChurnZero

JULY 21, 2020

IntelAgree is a growing AI-powered contract management SaaS company that enables legal teams to do impactful work, not busy work. Using multiple spreadsheets on a shared drive to track a customer post-sale. With CRMs, product usage ends as soon as the sale is done. Keep customer momentum alive post sale. Who are they?

SaaS 52

SaaS Self service Best practices Feedback 52

ClientSuccess

JANUARY 25, 2018

This series, now a community for frontline Customer Success Managers (CSMs) , discusses trends, best practices, and advice that can help the frontline. We’re lucky to have this week’s frontline CSM best practice come from Erica Newell – a CSM from the Trenches veteran – of Marketware. Company : Marketware. Key Takeaway.

Best practices 42

Best practices SaaS Coaching Sales 42

Totango

OCTOBER 20, 2022

We’ll cover these below, along with five best practices to follow when bringing a new customer success manager aboard your team. In some companies, customer success managers may play an active role in the sales process, helping sales representatives elicit customer goals and persuade buyers of product benefits.

Management 91

Management Upselling Coaching Best practices 91

ClientSuccess

JULY 5, 2017

As any SaaS professional knows, even the best laid plans sometimes hit roadblocks. 5 Common Success Post-Sales Pitfalls. Understanding Post-Sales Lifecycle Management. 5 Pitfalls, Strategies, & Best Practices. Pitfall #1: The Sales Handoff (Poor Knowledge Transfer). The Sales Handoff Strategy.

Sales 40

Sales Upselling Best practices SaaS 40

Totango

AUGUST 5, 2022

It gathers business intelligence that can be used to assess a client’s needs, establish what goals they hope to achieve, and develop an action plan to meet their desired outcomes. In general, for B2B clients in the SaaS industry, a client onboarding questionnaire may probe into areas such as: Preferred contact personnel and information.

B2B 84

B2B SaaS Journey mapping Sales 84