Totango

JANUARY 22, 2024

These use cases free up time spent on tasks like pre-calls or sifting through customer data, empowering customer success managers (CSMs) to focus on more strategic initiatives and consultative customer guidance. Human expertise, along with AI technology, transforms CS into a significant growth engine for their companies.

Enterprise 94

Enterprise SaaS Engineering Technical Support 94

CustomerSuccessBox

OCTOBER 19, 2021

If you are a B2B SaaS company, you will have a multi-layered education process. Once you’re clear about what they want to achieve, it’s time to consult them, guide them, and help them reach their desired goal. To grow an account, each member of the team needs the right skills. Customer Education helps customers grow.

Education 52

Education Consulting Consulting Management 52

ChurnZero

FEBRUARY 14, 2023

SaaS professionals who geek out on metrics can find themselves in deep philosophical debates about the best numbers to track. That’s according to a landmark webinar we hosted last fall titled, “A Crash Course in Customer Success and SaaS Metrics” with Dave Kellogg and You Mon Tsang. It helps articulate the health of a SaaS business.

SaaS 52

SaaS Metrics Customer retention Construction 52

CustomerSuccessBox

MAY 6, 2021

For example- In the case of renewals, the account would automatically get enrolled in a renewal playbook, they’re supposed to make sure the playbook for the account gets completed in X days. The CSM for the account explains the plan . If that doesn’t happen, you escalate to your manager and so on. is completed.

Customer retention 52

Customer retention SaaS Calibration Analytics 52

ChurnZero

JULY 9, 2020

These SaaS companies offer comprehensive training programs, resources, and events to their customers and even the larger professional community. After each instruction-based webinar, customers have a 1:1 consultation with their Customer Success Manager. The same holds true for our vendors. Uncover Opportunities With Upsell Campaigns.

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

ChurnZero

DECEMBER 21, 2022

We’re only human and dealing with a torrent of media, distractions, deadlines, personal issues, and everything in between. 1/ Crash course in Customer Success and SaaS metrics. Presented by: Dave Kellogg , principal, Dave Kellogg Consulting. Many people think of SaaS and CS metrics as black and white. Show us your ways.

SaaS 98

SaaS Benchmark Metrics Consulting 98

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.

Sales 89

Sales Upselling Accountability SaaS 89

ClientSuccess

OCTOBER 2, 2019

We often hear the roles of Customer Success Manager (CSM) and Account Manager (AM) used interchangeably. The ultimate difference between a Customer Services Manager and an Account Manager is both in their area of concentration and how each target their customers. . Let’s talk about Account Managers first.

Accountability 47

Accountability Management Upselling SaaS 47

Amity

OCTOBER 3, 2016

Jason brings the perspective of the consulting methods and approaches CSMs should employ to drive user adoption and ROI with their customers. Yet, this is often of the hardest points in an implementation for both customers and SaaS providers. The CSM needs to be proactive about engaging with the customer on a personalized level.

SaaS 76

SaaS Technical Support Customer centricity Sales 76

ChurnZero

JULY 6, 2023

In one of many similar instances, I was helping a SaaS company get to the root of its high customer churn. Do you automatically email them a prompt to register for account access? Do you set that account access up for them? Do they receive a personalized video from the CEO welcoming them to the community?

Journey mapping 52

Journey mapping SaaS Consulting Consulting 52

CustomerSuccessBox

JUNE 1, 2021

Account managers, Product Managers but also Industry consultants and sales representatives who can actually be competent Customer Success Managers for your organization. Account Managers. Sales on other hand are the first person to interact with the customer. Industry Consultants. Sales Managers.

Management 52

Management Consulting Consulting B2B 52

Amity

DECEMBER 5, 2018

Winning by Design is a premier provider of strategy consulting and coaching programs for SaaS Sales and Customer Success organizations. They are the leaders in SaaS Sales consulting and training, and have recently added Customer Success to their area of expertise. Are there a lot of consultants based in Toronto?

SaaS 84

SaaS Consulting Consulting Coaching 84

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. Personalizing dashboard interfaces.

Journey mapping 92

Journey mapping SaaS Upselling Enterprise 92

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

SmartKarrot

AUGUST 11, 2021

The same is true for companies who are dealing in SaaS products. The lifeblood of the SaaS business is its customers. However, at times, a SaaS customer is not happy with your product or service and may decide to unsubscribe, which is really disappointing. Fewer features in your SaaS product. Like what you are reading?

SaaS 19

SaaS Consulting Consulting Sales 19

ChurnZero

DECEMBER 15, 2020

Across their suite of aptitude, personality, and skills tests, the group helps organizations make better talent decisions. Criteria Corp started with Account Managers and was a largely reactive team. Criteria has always assigned a dedicated CSM to each account, regardless of customer size. How is your CS Team structured?

Accountability 98

Accountability B2B Customer centricity SaaS 98

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? Not to be that person, but you kind of had to be there.

SaaS 98

SaaS Chief Customer Officer Upselling Metrics 98

CrazyCall

SEPTEMBER 4, 2018

If you want to follow everyone on this list, check out the list on Twitter , where we’ve brought together all the sales influencers, so you can easily check their profiles and follow each person you want to. Steli hasn’t always been a sales guru and executive of one of the fastest growing SaaS CRM. Personal blog. Personal blog.

Sales 129

Sales SaaS CRM B2B 129

ChurnZero

JANUARY 10, 2023

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on Customer Success hiring for SaaS and tech companies nationwide. Reduced budgets sharpen employers’ appetite for niche experience.

Coaching 52

Coaching Benchmark Consulting Consulting 52

Amity

MAY 6, 2014

De-Risking the First 90-Days for Your SaaS Customer. Jason brings the perspective of the consulting methods and approaches CSMs should employ to drive user adoption and ROI with their customers. Yet, this is often of the hardest points in an implementation for both customers and SaaS providers. Today’s customers demand more.

SaaS 48

SaaS Technical Support Customer centricity Sales 48

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.

SaaS 78

SaaS Accountability Best practices Finance 78

Amity

APRIL 25, 2016

Customer Success Expert - Glide Consulting. The Glide Consulting Blog. Andrew draws from almost ten years of strategic business consulting experience to help clients achieve their goals in Customer Success. Dan is a recognized domain expert in Customer Success especially in a startup environment and in SaaS. CSM Corner.

SaaS 96

SaaS Chief Customer Officer Consulting Consulting 96

CustomerSuccessBox

DECEMBER 13, 2021

She is an experienced CS professional with over 18 years of SaaS implementations in multiple roles: Project Management, Consulting, Training, Account Manager, and Customer Success. The stages should be the same, however; the experience should be personalized based on the use cases the customer is looking to onboard.

Best practices 52

Best practices Consulting Consulting SaaS 52

SmartKarrot

FEBRUARY 16, 2022

Software as a service or SaaS has been growing as a leading software distribution model. The world of SaaS has simplified software creation and distribution making access easier than before. Leveraging the power of cloud technology, SaaS has re-engineered the way we look at modern technology and software. Aaron Levie.

SaaS 10

SaaS Finance B2B Marketing 10

ChurnZero

SEPTEMBER 20, 2022

At Propel, Rocketlane’s annual global conference for customer onboarding and implementation professionals, Customer Success expert and principal consultant at Service Excellence Partners, Ed Powers, talked about how we can create ideal, favorable customer experiences if we understand the principles of neuroscience. I hope to see you there!

Construction 52

Construction Consulting Consulting SaaS 52

SmartKarrot

JANUARY 25, 2022

The critical nature of software for business growth is a key reason for the exceptional growth of Software as a Service (SaaS) companies in recent times. Encouraged by the success and importance of SaaS, Australia has actively adopted the cloud ecosystem and founded brilliant SaaS-driven companies and platforms. Employment Hero.

SaaS 10

SaaS Transportation Feedback Construction 10

Amity

NOVEMBER 28, 2018

Founded in 1999, Densify is a SaaS company focused on Cloud optimization, specifically working in the SaaS industry for 2 years. I started my career at SAP as product support, and then went on to be a consultant. My first Customer Success role was Nulogy – it used to be called Technical Account Manager.

Coaching 106

Coaching SaaS Metrics Accountability 106

Amity

APRIL 19, 2017

Our Salesforce consultants worked as Success Managers for a small collection of our customers, serving as a key technical contact outside of the Account Executive. I made a clean copy of my questions in an outline and asked each key person individually. Where were the frustrations? ” This is by no means revolutionary.

Consulting 69

Consulting Consulting SaaS Accountability 69

ChurnZero

MARCH 24, 2023

For example, if you receive an end-user NPS response or notice a pattern in end-user NPS feedback that says, “I hate this product,” and then from the same account, you get decision makers or contract signers saying, “I love this product,” that’s a problem. Related resource: The SaaS debate: Who owns the renewal and upsell?

Upselling 98

Upselling Metrics SaaS Sales 98

ChurnZero

MARCH 24, 2023

For example, if you receive an end-user NPS response or notice a pattern in end-user NPS feedback that says, “I hate this product,” and then from the same account, you get decision makers or contract signers saying, “I love this product,” that’s a problem. Related resource: The SaaS debate: Who owns the renewal and upsell?

Upselling 97

Upselling Metrics SaaS Sales 97

NobelBiz

MAY 16, 2023

To be exact, 36% of contact centers currently use any form of cloud technology, including software as a service (Saas), hosted, hybrid, and private cloud. A hosted contact center is a software-as-a-service (SaaS) solution that allows you to outsource your call center operations. According to zippia.com , cloud-based (i.e.

Contact Center 52

Contact Center Customer Service Interactive Voice Response contact center solutions 52

ChurnZero

JANUARY 4, 2019

Whether that’s AI-enabled analysis of customer data to help teams be proactive, in-house virtual assistants that are a resource to support teams as they work with customers or other operational applications, AI will play a larger role in this capacity next year.” – Julia Ahlfeldt, Customer Experience Advisor, Julia Ahlfeldt CX Consulting.

SaaS 73

SaaS Chief Customer Officer Education Consulting 73

ChurnZero

FEBRUARY 4, 2022

Given this backdrop, it’s easy to ascribe this insecurity with and disconnection from investors to personal flaws and incompetence or inherent incompatibility – when what these differences really come down to is communication styles. Health scores by Account*. Revenue retention by Account. Logo retention by Account.

Metrics 98

Metrics Consulting Consulting Best practices 98

Kayako

NOVEMBER 10, 2016

New SaaS companies are obsessed with growth. For SaaS companies, and any subscription company, churn is the enemy. This helps the support department hold accountability across the company for our performance. Customers must feel that you are personal and open to feedback. Personal consultation by Customer Success Manager.

SaaS 68

SaaS Customer retention Morale Accountability 68

CSM Practice

JANUARY 17, 2017

In the technology industry, Customer Success Management is a growing practice, alongside the increase in popularity of SaaS (software-as-a-service) as a software licensing and delivery model. In many ways, Customer Success has become synonymous to SaaS. The Main Differences Between SaaS and On-Premise Customer Success Programs.

SaaS 40

SaaS Accountability Metrics Enterprise 40

SmartKarrot

JULY 14, 2020

That’s where SaaS cross-selling comes into picture. To stay competitive in a business niche, SaaS companies have to think of providing holistic solutions to their customers. SaaS cross-selling has many advantages, both for the customer as well as the seller. A customer can stay engaged to your brand through one product they use.

SaaS 10

SaaS Consulting Consulting Sales 10

Sykes

SEPTEMBER 29, 2020

Marchela Bozhilova joined Symphony in 2015 as an associate consultant working on transformation projects — inspiring a change in the way organizations work through automation. Senior Account Manager, SYKES Pasewalk ???. Senior Account Manager, SYKES Egypt ???????. Marchela Bozhilova. ” Ariane Eisensee.

Accountability 98

Accountability Coaching Education Telecommunications 98