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 74

SaaS Best practices Upselling Journey mapping 74

CSM Practice

JUNE 16, 2020

Businesses are getting ready to return to work in the physical workplace indicates that employers and employees are embracing the “new normal”, overcoming the fear of the COVID-19 pandemic and adapting to the new culture and best practice. Re-map seating arrangements and meeting rooms. Planning Ahead. Start Small.

Best practices 59

Best practices SaaS Surveys Accountability 59

Callminer

MAY 2, 2018

Here’s a look at hosted call center software, its advantages, and best practices for choosing the right delivery model for your call center. Hosted software also is referred to as software as a service (SaaS) or cloud software, if the servers are virtualized. A Definition of Hosted Call Center Software.

call center software 140

call center software Call Center Best practices call center solutions 140

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.

SaaS 127

SaaS Healthcare Customer retention Enterprise 127

AWS Machine Learning

JANUARY 26, 2024

Being aware of risks fosters transparency and trust in generative AI applications, encourages increased observability, helps to meet compliance requirements, and facilitates informed decision-making by leaders. You should begin by extending your existing security, assurance, compliance, and development programs to account for generative AI.

Best practices 124

Best practices Government Engineering Accountability 124

ClientSuccess

AUGUST 14, 2019

Successfully executing a well-planned CSM compensation strategy depends on who owns revenue-generating KPIs and milestones related to a customer account, such as renewals, upsells, and new user expansions. As you structure your CSM compensation plans, here are three best practices to keep in mind: 1.

Best practices 40

Best practices Metrics Upselling SaaS 40

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. . Makes onboarding activities more productive: It can take months for new hires to learn the ropes and start meeting their sales quotas.

Best practices 62

Best practices Sales Call Center Coaching 62

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

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. In order to do that, you need to use the right SaaS customer engagement metrics. The number of individual users accessing your product within a broader account.

SaaS 79

SaaS Metrics Accountability Education 79

SmartKarrot

JUNE 4, 2020

Looking for some useful SaaS account management tips? As an account manager, you play a significant role in enhancing the growth of a company. Even an average amount of revenue will benefit you in the implementation of an account manager. To achieve the following, you must need SaaS account management best practices.

Best practices 10

Best practices SaaS Accountability Management 10

Totango

SEPTEMBER 6, 2022

For a SaaS company, an excellent QBR strategy can help you ensure you’re providing a product experience that will make customers want to renew their subscription during renewal time. In this article, we’ll cover the essentials of QBRs and how to make them work for your SaaS business. What Is a QBR?

SaaS 105

SaaS Technical Support Benchmark Accountability 105

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. For example, you can use automated monitoring of client accounts to track user adoption rates.

Customer retention 98

Customer retention Upselling CRM SaaS 98

ClientSuccess

MARCH 8, 2018

When an organization is fully aligned around the success of current (and future) customers, it becomes easier to sign, work with, and grow these customer accounts. Have Regular Customer and Product Meetings (Conversations). The post 4 Best Practices to Align Customer Success and Product Teams appeared first on ClientSuccess.

Best practices 40

Best practices Feedback Upselling SaaS 40

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. Regular usage of accounts and product features. Hold periodic meetings with executives and stakeholders to review performance and adjust.

Journey mapping 76

Journey mapping SaaS Enterprise B2B 76

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

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?

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SaaS Metrics Accountability Customer centricity 126

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? ”.

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Best practices Chief Customer Officer Customer advocacy SaaS 56

Satrix Solutions

NOVEMBER 12, 2020

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. Evan, customer health scores in SaaS are much more common these days.

SaaS 88

SaaS Feedback Best practices Accountability 88

ChurnZero

JANUARY 4, 2024

New technologies, best practices, and strategies, combined with an industry-wide drive for sustainable, profitable growth, have made CS teams the revenue-building stars of every SaaS organization. ” How will customer success teams evolve and adapt to meet those expectations, and what challenges will they encounter?

Chief Customer Officer 52

Chief Customer Officer SaaS Best practices Journey mapping 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. Touchpoints also include occasions when clients interact with your software app in a SaaS context. Making upsell offers.

B2B 115

B2B Journey mapping SaaS Engineering 115

Totango

MARCH 4, 2022

In this article, we’ll take a look at the relationship between these two important ingredients for a successful SaaS business model. Finally, we’ll explore what B2B customer service and customer success have in common and why you need them to work together to achieve winning SaaS business results. What is B2B Customer Service?

B2B 91

B2B Customer Service Interactive Voice Response B2C 91

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

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 86

SaaS Upselling Best practices Customer retention 86

Totango

APRIL 4, 2024

One tool that Katie finds helpful in her role is a RACI matrix that designates accountability to relevant stakeholders involved in a project, task, or decision. RACI stands for Responsible, Accountable, Consulted, and Informed and is a great tool for: Overcoming ambiguity. Closing communication gaps. What was the goal of the project?

Sales 89

Sales Upselling Accountability SaaS 89

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

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. ChurnZero templated Plays help IntelAgree maintain a consistent voice and message across customer accounts and touchpoints. “I Say goodbye to overly detailed project plans and weekly status meetings.

SaaS 52

SaaS Self service Best practices Feedback 52

CSM Practice

JUNE 6, 2020

The valuation of a SaaS company is based on its recurring revenue stream. SaaS Companies with high renewal rates can generate a regular, predictable recurring revenue stream more efficiently. SaaS Companies with high renewal rates can generate a regular, predictable recurring revenue stream more efficiently.

Metrics 89

Metrics SaaS Accountability Upselling 89

CSM Practice

JANUARY 13, 2021

In the SaaS world, where revenue generation and business growth depends on the customer’s decision to renew, the customer renewal process demands even more attention. Despite the obvious advantages of mastering and scaling the renewal process as SaaS companies grow, renewals still pose a big challenge for most. Best practices.

SaaS 98

SaaS Customer centricity Accountability Education 98

CustomerSuccessBox

MAY 31, 2021

With that said, let’s look at the answer to the most fundamental question, as to how many Success managers should a SaaS company really need? And to understand how to enhance Customer Success Management, check out this article on 5 Best Practices to Enhance your Customer Success Management. Onboarding Customers.

Management 52

Management SaaS Customer advocacy Accountability 52

CustomerSuccessBox

SEPTEMBER 4, 2019

A Customer Success Manager’s role differs on the basis of a high/low touch base model and the size of the accounts – small, medium and enterprise. If your company has a platform to understand the health of the account, then your life is sorted. The Accounts/Finance to raise invoices or confirm if the payment has been made.

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SaaS Accountability Best practices Finance 78

Totango

MARCH 26, 2021

In today’s cloud-based environment, SaaS business models have increased awareness of how the pre-sales and post-sales phases form a unified experience from the customer’s perspective. Onboarding: your new customer takes their first steps towards becoming an active user deriving practical value from your SaaS product. Onboarding.

SaaS 66

SaaS Best practices Upselling Education 66

SmartKarrot

SEPTEMBER 25, 2020

In response, many SaaS user adoption companies have started exploring strategies that focus on driving product usage by end-users. billion on SaaS and PaaS capabilities. This is why we have found these six battle-tested approaches to help your SaaS user adoption in garnering product longevity. billion by 2022.

Best practices 8

Best practices SaaS Sales B2B 8

Education Services Group

MAY 6, 2021

Having a solid candidate that understands the principles of Customer Success will put you at a huge advantage compared to competitors who may have simply “rebranded” Account Managers as CSMs. #3 Assuming that servicing the account went as planned, I’d say that is a great account! 8 Plan an annual review before renewal.

Accountability 92

Accountability Construction SaaS Sales 92

CSM Practice

DECEMBER 19, 2021

Best practices for building a CS tech stack. Answer the following questions and you’d naturally find the best practice that suits your business. . Usually, the SaaS business growth is categorized into 3 phases: . 360-degree Account health. The most important part of the stack is a CS tool or software.

CRM 98

CRM Brand ambassadors Best practices SaaS 98

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. Others may be sent only to users who meet specific criteria, such as low usage levels indicating failure to complete basic onboarding tasks.

Best practices 115

Best practices Benchmark SaaS Enterprise 115

CustomerSuccessBox

JANUARY 2, 2022

Let’s assume that a growing SaaS firm acquires more customers, hires more employees, and increased the number of all other key stakeholders. For SaaS businesses, it should be the motto to live by. Apart from best practices, what other value-added services that you can offer? VALUE ’ is important. What is the ROI?

SaaS 52

SaaS Metrics Accountability Upselling 52

inSided

SEPTEMBER 22, 2022

We’ve all been following the impact of the economic downturn we’re experiencing on SaaS companies, our own businesses, and others we use and love. Here are the five most common reasons we’re seeing and hearing from prospects and customers in B2B SaaS. Resources become scarce, increasing the need to scale the ones you have.

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Education SaaS Accountability Best practices 59