Remove terms-and-conditions
Remove Accountability Remove Course Remove SaaS Remove Sales
article thumbnail

QBR in SaaS: Is the traditional QBR dead?

Totango

Why Your QBR SaaS Model Needs an AI Makeover. Quarterly business reviews (QBRs)[LINK] have become a standard practice for software providers, but today’s QBR SaaS model is rapidly transforming. Here we’ll show you how to update your SaaS QBR strategy to keep up with the latest technology and best practices.

SaaS 98
article thumbnail

20 quick insights on Customer Success and SaaS metrics with Dave Kellogg

ChurnZero

Did you catch our Customer Success and SaaS metrics crash-course webinar with leading SaaS expert Dave Kellogg, of Dave Kellogg Consulting ? We’d like to extend a huge thanks to Dave for his expert insights below, which will help you choose and use Customer Success and SaaS metrics in a more nuanced and purposeful way.

SaaS 98
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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
article thumbnail

Understanding the Joint Success Plan: A Tool for Outcome-Based Customer Success Management

ChurnZero

Finally, because this is a customer-facing tool, we won’t be using it to document internal strategies for engaging and growing a customer account. That information is captured in an Account Plan which is a different exercise and tool altogether. . When our customers meet their goals, we have an easier time meeting our own. .

article thumbnail

High-Touch Customer Success and Automation: The Perfect Match

ChurnZero

My perfect first date with a Customer Success software: Starts with accurate data about my accounts. If you are a high-touch Customer Success Manager (CSM) and simply cannot imagine a world where you actually enjoy using Customer Success software, I’m here to help. And follow along as I do so through a fun analogy of online dating.

article thumbnail

17 Tried and Tested Customer Success Tools Guaranteed to Delight Your Clients

aircall

Customer success tools are the key ingredient to long-term business growth and profitability. This is especially true in a subscription economy, where the economic value of a customer is realized over time, rather than up-front, at the time of the initial sale. They range from product discovery to onboarding and after-sales services.

CRM 62
article thumbnail

How to Implement Customer Service Policies for Your Growing Business

ProProfs Blog

For example, who could forget the dreadful incident of the United Express Flight 3411 in 2017? Here is a quick recap: Right before an overbooked United Express flight took off on April 9, 2017, airplane staff were recorded manhandling and forcibly removing passengers to make room for airline employees. . A big ‘ Business Sin ’ indeed. .