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. The post “Return to Work” Best Practices amidst COVID-19 appeared first on CSM Practice.

Best practices 59

Best practices SaaS Surveys Accountability 59

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

JustCall

NOVEMBER 27, 2022

Predictions and Challenges in lead Scoring for SaaS Enterprises. In 2022, the SaaS space’s annual growth rate is expected to surpass 17%. Surveys show that SaaS is viewed as the most important technology to help achieve business goals. Clearly, the future looks bright for SaaS companies. What is SaaS Lead Scoring?

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SaaS Enterprise Sales Best practices 52

CSM Practice

JULY 6, 2020

To many, SaaS has always been tricky, and the current global economic downturn caused by the Coronavirus pandemic has only exacerbated it. At the moment, SaaS companies appear to be under immense financial pressure, resulting in a dramatic increase in vendors seeking guidance on how to adapt, survive, and even thrive during this downturn.

SaaS 71

SaaS Upselling Accountability Sales 71

CSM Practice

JULY 6, 2020

To many, SaaS has always been tricky, and the current global economic downturn caused by the Coronavirus pandemic has only exacerbated it. At the moment, SaaS companies appear to be under immense financial pressure, resulting in a dramatic increase in vendors seeking guidance on how to adapt, survive, and even thrive during this downturn.

SaaS 71

SaaS Upselling Accountability Sales 71

ChurnZero

JUNE 24, 2022

What does this mean for B2B SaaS businesses? In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. It’s the largest survey of private SaaS companies in the world with over 1,500 responses.

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Benchmark SaaS Metrics B2B 52

Beyond Philosophy

DECEMBER 10, 2021

He says that any time you link a survey-based score to someone’s career or compensation, bad things happen. The book lays out some of the best practices for maintaining credibility for the Net Promoter System. Reichheld also wanted it to be accounting-based because it is well regulated, and there are rules for measurement.

Airlines 274

Airlines Metrics Accountability SaaS 274

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

Totango

DECEMBER 6, 2021

What 2021 Taught SaaS Businesses about Customer Success. As the business world adapted to the challenges of 2021, SaaS companies re-examined what customer success means in today’s digital-first environment. Then, we’ll review how the freemium model has emerged as the optimal way to introduce prospects to SaaS products.

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SaaS Best practices Journey mapping Customer advocacy 92

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.

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Customer retention Upselling CRM SaaS 98

Amity

NOVEMBER 27, 2017

Gary’s background is in the wine industry, which got me thinking about the way we talk about Customer Success primarily in the context of the SaaS industry - understandably so, as this is where its roots lay. Non-SaaS companies need to look for industry-specific triggers that give a glimpse into the crystal ball of retention.

SaaS 71

SaaS industry standards Upselling Education 71

SmartKarrot

JUNE 23, 2020

A valuable list of Top 7 SaaS Subscription Renewal Best Practices for growing your SaaS Business. #1 Start by figuring out a way to measure engagement, and then using value-add tactics to engage with them regularly, else it will be difficult to retain them later at the time of account renewal. #3

Best practices 10

Best practices SaaS Education Surveys 10

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. What functions the interaction serves.

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B2B Journey mapping SaaS Engineering 115

SmartKarrot

JUNE 23, 2022

Now, one important thing that all CRMs need to know is that there is no one good way to increase the response rate of the survey and get better customer feedback. To help you better, we will present to you some of the top 10 NPS survey best practices for customer success managers. Make sure that the survey is readable!

Best practices 10

Best practices Surveys Management B2B 10

ChurnZero

DECEMBER 21, 2022

1/ Crash course in Customer Success and SaaS metrics. Many people think of SaaS and CS metrics as black and white. Related reading: Key SaaS and Customer Success metrics you should care about – What’s a good CAC? 20 quick insights on Customer Success and SaaS metrics – The audience chat was on fire during this webinar.

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SaaS Benchmark Metrics Consulting 98

Totango

DECEMBER 28, 2021

Knowing how to fight customer churn is critical for keeping SaaS business models sustainable. Creating standard operating procedures based on best practices establishes a foundation for effective training. Another way to check-in with customers is by sending periodic satisfaction surveys.

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Best practices Benchmark Education Surveys 95

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

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?

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B2B Customer Service Interactive Voice Response B2C 91

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.

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Journey mapping SaaS Upselling Enterprise 92

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.

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SaaS Upselling Best practices Customer retention 86

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. Browse these insightful guides on customer success leadership, strategy and best practices.

Chief Customer Officer 52

Chief Customer Officer SaaS Best practices Journey mapping 52

ChurnZero

JUNE 14, 2023

As your sales team is in the business of influencing prospects to buy, the customer success team influences customers to stay and should understand why your accounts churn, renew and expand. Based on the facts above and data from my company’s survey, the following recommendations apply widely. While 83.1%

Finance 52

Finance Surveys Sales Customer centricity 52

ChurnZero

DECEMBER 29, 2020

A relic from bygone days of old-school Account Management, QBRs are a classic, but not timeless, practice; one that feels perfunctory and misplaced in today’s always-connected, data-enriched landscape. The SaaS Debate: Who Owns the Renewal and Upsell? Rethinking the Quarterly Business Review (QBR). Customer Success vs. Sales.

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SaaS Chief Customer Officer Upselling Metrics 98

delighted

JUNE 13, 2019

In a previous post on biased survey questions , we went through how bad survey questions (e.g. leading or double-barreled questions) can negatively impact your survey results. In this post, we’ll be diving into the other major cause of misleading survey data: survey bias. The same is true in the retail space.

Surveys 59

Surveys Feedback Construction Best practices 59

SmartKarrot

JUNE 2, 2020

You prove your customers that your ice-cream is the best and they tend to buy after the free scoop. It is when SaaS free trial comes into play. It is in your best interest to enhance your SaaS free trial conversion rates. Hence, it is your best bet to first test with your customers to figure out which works best.

Best practices 10

Best practices SaaS Marketing Surveys 10

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

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. Conversely, survey results have revealed that 26% never update their customer health score algorithm. Who Is Using a Customer Health Score? Increased NRR.

Customer advocacy 52

Customer advocacy Customer retention Benchmark Surveys 52

CustomerSuccessBox

DECEMBER 13, 2021

Here, he talks about the best practices in Customer Onboarding. What are the best practices & suggestions that you’d have for the same? That said, one of the tenets of SaaS is prescriptive and scalable solutions. In most SaaS companies, these PMs should also be armed with product knowledge.

Chief Customer Officer 52

Chief Customer Officer SaaS Best practices Customer advocacy 52

ClientSuccess

JANUARY 10, 2020

Here are some actionable ways to deliver amazing SaaS onboarding experiences to customers: Join customer conversations early. . Ask for feedback – and take this into account. . First, you can ask customers to fill out a survey or even give in-person feedback on the day of the onboarding. .

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Best practices Metrics Feedback SaaS 65

ClientSuccess

JANUARY 10, 2020

Here are some actionable ways to deliver amazing SaaS onboarding experiences to customers: Join customer conversations early. . Ask for feedback – and take this into account. . First, you can ask customers to fill out a survey or even give in-person feedback on the day of the onboarding. .

Best practices 64

Best practices Metrics Feedback SaaS 64

Education Services Group

JULY 20, 2021

Scheduling/automating QBRs and touchpoint tasks can be simple ways to help time manage accounts so the CSM doesn’t have to comb through their full account list each day or week. We tried sending out a Customer Satisfaction Survey to our clients and would like to know some strategies to get higher number of responses.

Accountability 98

Accountability Chatbots Surveys Journey mapping 98

CustomerSuccessBox

MAY 9, 2022

Doing business while keeping a pleasant client relationship has become exceedingly challenging in today’s hyper-competitive SaaS industry. Because team members are all working toward the same goals, a shared team KPI system will support the standardization of best practices and foster a sense of clarity and camaraderie.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

Talkdesk

MAY 28, 2019

Improving the Call Center Outsourcing Customer Experience Looking back a decade or so ago, I was a customer service manager at a small SaaS (software as a service) company feeling my way through the contact center. Are you curious about best practices for quality assurance or surveys like customer satisfaction or NPS?

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outsourcing Call Center Customer Experience Best practices 70

ChurnZero

DECEMBER 27, 2019

PS: In our second addition of CSM Confidential, we tackle how to deal with a difficult Account Executive, get budget buy-in, and respond to execs who don’t think CS is essential. . How Best to Create a B2B Cus t omer Survey . 2019 SaaS Awards Program in the Best SaaS Product for Customer Services/CRM category .

Chief Customer Officer 64

Chief Customer Officer SaaS B2B Best practices 64

delighted

MARCH 15, 2019

When most companies want to improve their customer experience with a VoC program, they often start with just one customer survey type—usually a net promoter score (NPS) or customer satisfaction (CSAT) survey. VoC platforms generally include proven CX survey templates, and can help you manage and analyze all of the incoming feedback.

Surveys 75

Surveys Benchmark B2B Feedback 75

ProProfs Blog

NOVEMBER 9, 2021

But before we dig into these methods, let us go through some best practices for measuring customer satisfaction. Step 2: Taking Performance Indicators into Account . What type of surveys do you wish to send? For example, a total of 10 customers have filled out the survey. Step 1: Set Goals and Plans.

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Surveys Feedback Metrics Customer retention 146