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.

Best practices 102

Best practices SaaS Journey mapping B2C 102

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. Assigning account managers. Activating accounts. Why Optimizing Your SaaS Onboarding Matters.

Journey mapping 92

Journey mapping SaaS Upselling Enterprise 92

CustomerSuccessBox

NOVEMBER 17, 2021

A major shift in the distribution model of software meant that SaaS metrics needed to evolve. If you are a SaaS business, churn is your devil with the pitchfork. But SaaS leaders know the importance of Net Revenue Retention and tracking it. It is an indicator of growth for SaaS businesses. Increasing NRR Accountability.

Upselling 52

Upselling SaaS Metrics Accountability 52

Totango

FEBRUARY 10, 2021

To put your goals of promoting customer success into action, you can define benchmarks that measure success in quantifiable terms. Lead conversion: the decision-making process which converts a prospect into a buyer (such as signing up for a free trial of a SaaS product). Set Success Goals for Each Stage of Your Customer Journey Map.

Customer retention 84

Customer retention Journey mapping Benchmark SaaS 84

Totango

AUGUST 18, 2021

A freemium onboarding email sequence is a series of emails sent automatically to new freemium users to provide an orientation to your SaaS product and your brand. Follow Freemium Onboarding Best Practices to Promote More Premium Upgrades. What Is a Freemium Onboarding Email Sequence?

Best practices 115

Best practices Benchmark SaaS Enterprise 115

CustomerSuccessBox

AUGUST 10, 2021

At every stage, you need some kind of a health score to evaluate the status of the account and decide how you would engage with the account to take it ahead in the journey. And Companies, where CSMs manage less than 60 accounts or less. Suggested Reading: 6 Exclusive Hacks To Accelerate Customer Retention For Your SaaS.

Customer advocacy 52

Customer advocacy Customer retention Benchmark Surveys 52

OctopusTech

MARCH 1, 2023

Product and tech support Customers call for help to solve a wide array of issues, from returning damaged products or changing account information and passwords to complaining about product malfunctions. Best Practices For Effective Inbound Calls Strategy 1. This may help them with benchmarking and goal setting.

Interactive Voice Response 62

Interactive Voice Response Call Center Gamification Schedule adherence 62

CustomerSuccessBox

DECEMBER 22, 2021

Industry best practices Benchmarking studies How mature are their processes compared to competitors? As a B2B SaaS business, you’re always interested in knowing what your peers are doing right. The next step is to complete the workstream and benchmark the progress towards the goals. What is the ROI?

Benchmark 52

Benchmark B2B Best practices SaaS 52

Callminer

OCTOBER 11, 2018

FCR on social/text needs to be amended to first conversation resolution as customers rarely provide all info needed to resolve a query upfront, but measuring this provides a benchmark you can use against other channels. Ben M Roberts is the Head of Marketing for a SaaS startup called Talkative. Ben M Roberts @Roberts_Ben_M.

Call Center 561

Call Center Metrics Contact Center Wait times 561

ClientSuccess

APRIL 15, 2019

When one looks at the typical SaaS method of sales and customer success, there is a clear funnel in place. In the past few years as the traditional SaaS sales and marketing model has taken hold, customer churn has been the sole responsibility of customer success teams. Here are three ways SaaS companies can address customer churn: 1.

SaaS 50

SaaS Journey mapping Benchmark Sales 50

ChurnZero

MARCH 15, 2019

The Scenario: You get a notification that you have been assigned a new customer account. You log into your Customer Success software platform and start reviewing the account notes and details that came over from Sales. Understanding the Real Impact of Improving Retention and Customer Success Best Practices.

SaaS 45

SaaS Best practices Morale Benchmark 45

Amity

JANUARY 13, 2016

In this issue of the SaaS Tattler we discuss how to make sure your Customer Success team is making the required impact. A Guide of SaaS Companies. In this article, Benjamin Brandall provides a guide to the importance of Customer Success for SaaS companies. • What Does "Customer Success" Mean for SaaS Startups.

Benchmark 48

Benchmark SaaS Surveys Metrics 48

delighted

MARCH 15, 2019

If you’re embarking on surveying thousands of people with different survey types, make sure you’re following survey design best practices. Think of a relationship survey as the big picture benchmark, and the transactional survey as the nitty gritty tactic that helps you accomplish your overarching customer experience goals.

Surveys 75

Surveys Benchmark B2B Feedback 75

Amity

APRIL 25, 2016

Follow her weekly blog posts on Customer Success best practices. Director of Customer Success Education - CSM Practice. Dan is a recognized domain expert in Customer Success especially in a startup environment and in SaaS. He believe cloud computing enables SaaS which enables affordable and improved services for people.

SaaS 96

SaaS Chief Customer Officer Consulting Consulting 96

ClientSuccess

NOVEMBER 15, 2017

Customer success leaders can then measure and track these metrics against larger company benchmarks to build a better picture of overall customer satisfaction and health. As soon as an account transfers from ‘prospect’ to ‘customer’, the lifecycle begins and the customer success team is responsible for providing an exceptional experience.

Enterprise 40

Enterprise Journey mapping Management Benchmark 40

CSM Practice

NOVEMBER 4, 2019

As SaaS companies mature, they are presented with bigger challenges that are associated with scaling. Mature SaaS companies are generally more concerned with the elements of scaling customer success. Their inquiries include the best approaches to: Operationalizing the customer journey. Defining the Low Touch Segment.

Benchmark 45

Benchmark Journey mapping Analytics SaaS 45

SmartKarrot

NOVEMBER 8, 2022

Leverage data, metrics and insights to build and strengthen the overall CS strategy, specifically working on delivering new CRM Analytics and Service Cloud platforms – ultimately working on customer health benchmarks and driving improvements. Set strategic direction for your team and translate it into actionable daily/weekly initiatives.

Coaching 19

Coaching Customer advocacy SaaS Strategic Value 19

ChurnZero

OCTOBER 22, 2020

Integration with voice of the customer and account-based marketing platforms will help with these goals. The role of Customer Success in keeping SaaS companies alive is too substantial to wing it by relying on a homegrown solution that accounts for a fraction of an outsourced product’s functionality.

CRM 59

CRM Customer retention Technology Best practices 59

Totango

JULY 1, 2022

For B2B SaaS companies, customer loyalty drives subscription renewals and brand advocacy, making it a critical component of a profitable business model. This blog will look at why customer loyalty is vital for B2B SaaS businesses and how successful companies effectively cultivate it. First, we’ll discuss what customer loyalty is.

B2B 107

B2B SaaS B2C Upselling 107

Callminer

AUGUST 1, 2017

If all these points mentioned above are practiced, the contact center will have a great track record with their clients and agents alike. Bill Dettering is the CEO and Founder of Zingtree , a SaaS solution for building interactive decision trees and agent scripts for contact centers (and many other industries). Bill Dettering.

Contact Center 334

Contact Center Call Center Average Handle Time Real estate 334

ChurnZero

JUNE 17, 2022

She collaborates with CS leadership to create internal learning paths that align with ChurnZero’s CS philosophy, processes, and best practices. Create a specific onboarding health score that accounts for these variances as well as the customer’s journey progress or lack thereof. Irit: How do you come up with a benchmark?

Metrics 98

Metrics SaaS Surveys Self service 98

SmartKarrot

MAY 28, 2020

In general, SaaS customer retention rates define the percentage of customers your company has retained for a given period. For instance, for companies offer SaaS products or services, customer retention is important since it affects directly the business profitability. What is SaaS Retention Strategy? .

Customer retention 10

Customer retention SaaS Upselling Analytics 10

Education Services Group

JUNE 4, 2020

What if you have a fledgling new CS organization, or are introducing CS into a non-SaaS business ? The scope could be implementing an account plan developed specifically for your customers, and the incubation would begin by testing the process on a cross-section of your client base.

Journey mapping 52

Journey mapping Construction Benchmark SaaS 52

SmartKarrot

JUNE 11, 2021

They teach customer success managers best practices that enable them to engage, manage, and retain customers. CCSM Level 2 curriculum focuses on refining the ability to manage multiple accounts and internal relationships. CCSM Level 4 curriculum is based on instilling skills that drive portfolio or account expansion.

Best practices 22

Best practices SaaS Accountability Education 22

Squelch

JUNE 18, 2019

These include other solutions that your on-premise, SaaS, hardware, or service offerings can deliver to the clients. It should, at the very least, be done annually for a lower segment of accounts and quarterly for the more strategic accounts. About CSM Practice. 3 Ways to Maximize Perceived Value.

Benchmark 53

Benchmark SaaS Accountability Best practices 53

Netomi

JANUARY 5, 2022

She leads the XM Institute’s research into CX and EX best practices and the broader organizational capabilities required for building loyalty by improving customer and employee experiences. She is a leading expert on customer relationship management (CRM) and customer service strategies, maturity, benchmarking, governance, and ROI.

Customer Experience 98

Customer Experience Customer Service Consulting Consulting 98

ChurnZero

JUNE 17, 2022

She collaborates with CS leadership to create internal learning paths that align with ChurnZero’s CS philosophy, processes, and best practices. Create a specific onboarding health score that accounts for these variances as well as the customer’s journey progress or lack thereof. Irit: How do you come up with a benchmark?

Metrics 52

Metrics SaaS Surveys Self service 52

aircall

NOVEMBER 4, 2016

Your log keeps a detailed account of every call, and you can cross-reference that information with other integrated services. Likewise, an account of the call will be stored in the customer’s CRM file, for your team’s future reference. Best practices for choosing computer telephony integration. A choice of integrations.

Customer Support 83

Customer Support Call Center Interactive Voice Response Automatic Callback 83

ClientSuccess

JULY 23, 2019

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. Quarterly strategy or business reviews allow us to present key KPIs, metrics, benchmarks, and recommendations to our customers.

Technology 44

Technology Chief Customer Officer Consulting Consulting 44

aircall

NOVEMBER 4, 2016

Your log keeps a detailed account of every call, and you can cross-reference that information with other integrated services. Likewise, an account of the call will be stored in the customer’s CRM file, for your team’s future reference. Best practices for choosing computer telephony integration. A choice of integrations.

Customer Support 54

Customer Support Interactive Voice Response Call Center Automatic Callback 54

Totango

SEPTEMBER 9, 2022

Best practices for effective QBR meetings. For SaaS B2B clients, QBR meetings tend to focus on assessing value as measured by KPI performance benchmarks. However, with today’s digital technology, scheduled QBRs may be supplemented by unscheduled reviews based on ongoing monitoring of customer account performance.

Best practices 18

Best practices Benchmark Metrics B2B 18

SmartKarrot

FEBRUARY 9, 2022

You need the right technology partner to ensure product adoption , usage of best practices and ensure no data slips through the cracks to succeed. Talk about the market expense benchmark card. You need to follow the SaaS rule of thumb, which says that every company should have a CSM for approximately $2 million in ARR.

Chief Customer Officer 10

Chief Customer Officer Upselling Benchmark Metrics 10

SmartKarrot

JANUARY 18, 2021

Imagine SaaS to be a dating site! Best Practices to get Customer Love. On similar tracks, you can redeem the love of your customer too, if you follow these five battle-tested practices. Start rewarding customers as soon as they hit a requisite benchmark. Bear with me for a minute.

Best practices 10

Best practices SaaS Feedback Benchmark 10

Totango

FEBRUARY 15, 2019

Measuring product adoption by users is critical for SaaS and Cloud companies as this is the most telling indicator of the value customers are getting from products and services. In order to create this visibility, cloud and SaaS product teams need to instrument their applications (web, mobile, saas) to report on product usage.

SaaS 70

SaaS B2C B2B Metrics 70

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. To chart progress toward goals, identify benchmarks that represent steps to success. Choose goals that fit your product and customers.

Journey mapping 86

Journey mapping SaaS Best practices Benchmark 86

SmartKarrot

AUGUST 5, 2022

A simple and direct answer would be CS playbooks are internal lists of proactive, strategic, and best practice tasks that customer success managers must complete (CSMs). It is time to determine who needs to be accountable, informed, consulted, and responsible (RACI) for each job and milestone included in the online automated playbooks.

Scripts 10

Scripts Accountability Benchmark B2B 10

ShepHyken

APRIL 7, 2023

This week, we feature an article by Manpreet Singh Chawla, senior digital marketing executive at Knowmax , a SaaS-based organization that offers knowledge management solutions for various industries. According to customer service best practices, understanding what customers want should be the first step for firms.

Advertising 120

Advertising SaaS Wait times Multichannel 120