Remove CRM Remove Finance Remove SaaS Remove Upselling
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Why does your SaaS business need a Post Sales CRM tool?

CustomerSuccessBox

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
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Post-sale teams, stop treating your CRM like a Swiss Army knife

ChurnZero

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
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IDEM – A Framework for Managing Expansion Revenue (Upsell & Cross-sell)

SmartKarrot

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.

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Automate Your Quote-to-Cash Faster with CPQSync™ by Cincom®

Cincom

Virtual Conference with Purely CRM and Microsoft MVP, Rick McCutcheon. and Purely CRM for a conversation with Microsoft MVP, Rick McCutcheon. Increase upsell and cross-sell opportunities. Chris Moffett | Head of Sales & Market Development for Purely CRM in Vancouver, BC. Join Cincom Systems, Inc. Time: 11:00 a.m. –

Finance 52
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9 Must-Have Integrations to Level Up Customer Success Software

ChurnZero

Customer Relationship Management (CRM) Software. What is a CRM? CRMs primarily function as a relationship information database. Since buyers typically follow a uniform purchasing journey, CRMs are ideal for managing a sales pipeline. (If Track free-trial users for upsell opportunities to convert to paid users.

CRM 87
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What Is Revenue Intelligence? A Complete Guide

JustCall

Although software like CRM (customer relationship management) helps companies gain visibility into their sales processes, they often struggle to maintain data quality and provide a unified customer view. Revenue intelligence software automates the process of collecting and analyzing customer data from CRM systems.

CRM 52
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How to make a Customer Success Dashboard that Works

CustomerSuccessBox

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). Voice of Customer.

Metrics 52