aircall

FEBRUARY 1, 2021

Have you ever looked at a high-performing sales team and wondered what kind of sales team training empowered them to be the best? spend over $70 billion on sales training every year. As you develop your sales team training program, you’ll need to have a good understanding of the purpose and goals of the training.

Best practices 62

Best practices Sales Call Center Coaching 62

Amity

AUGUST 30, 2018

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. This would be a short-sighted move since Customer Success and Account Management are distinguished by more than just a naming convention.

Accountability 67

Accountability Management Upselling Customer centricity 67

aircall

OCTOBER 25, 2018

Alex has a professional background in creating and leveraging targeted sales enablement content to produce qualified leads and increase sales efficiency. The growing buzz around sales enablement. Up until a few years ago, sales enablement was not a function that warranted any serious attention.

Sales 75

Sales B2B Outbound sales SaaS 75

CrazyCall

NOVEMBER 22, 2018

And sales tips are no different. Once you type your question on how to become better in sales in Search, you’ll get 101 sales advice in return. In this respect we’ve decided to launch our blog series putting together the interviews with top sales experts that are actually making an impact and willing to share their knowledge.

Sales 61

Sales SaaS Coaching Outbound sales 61

Amity

JANUARY 20, 2017

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. This would be a short-sighted move since Customer Success and Account Management are distinguished by more than just a naming convention.

Accountability 72

Accountability Management Upselling Customer centricity 72

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. Renewal Rate.

SaaS 98

SaaS Customer centricity Accountability Education 98

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. What Is the Client Onboarding Process?

Journey mapping 92

Journey mapping SaaS Upselling Enterprise 92

Satrix Solutions

AUGUST 25, 2020

The main draw for upselling to existing customers is that it provides a new revenue stream with no (or minimal) additional customer acquisition cost (CAC) that obtaining new accounts require. Adding value after the initial sale takes time, focus, and understanding to gain the trust of your customers.

Upselling 78

Upselling SaaS Sales Consulting 78

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 In our business model, revenue events occurred at the initial sale, then at renewals time each year. Everyone loves the sales team.

Accountability 92

Accountability Construction SaaS Sales 92

CustomerSuccessBox

DECEMBER 4, 2018

In the SaaS world, the customer-acquisition-cost (CAC) is high and the initial payment is peanuts compared to the lifetime value (LTV) of the customer. Without a high customer retention rate, a SaaS company will shut down, no matter how great the other metrics are. That means the customer needs to renew their contract more than once.

Best practices 40

Best practices Customer retention SaaS Metrics 40

Amity

DECEMBER 9, 2016

Pay attention in pre-sales calls. Whether your team then passes them on to a sales representative or answers the questions themselves, pay attention to the top queries that come in. Are enterprise clients most concerned with security, uptime and having access to an account manager? Manager of Growth Marketing, Sarah E.

Marketing 109

Marketing SaaS Sales Surveys 109

CustomerSuccessBox

NOVEMBER 2, 2021

Christoph Janz, a SaaS enthusiast, and a Venture Capitalist had published a brilliant article way back in 2014. It was meant for SaaS companies. The y-axis shows the average revenue per account (ARPA) per year. A churn you never accounted for, churn which is eating your portfolio like a termite.

SaaS 52

SaaS Customer retention Enterprise Accountability 52

CustomerSuccessBox

DECEMBER 13, 2021

That said, one of the tenets of SaaS is prescriptive and scalable solutions. ” Those packages included implementation timelines, cost differences, and deliverables, and we set them up as options in the sales opportunity management system (and CPQ platform). Pre-sales / Post Sales). Yes, see above.

Chief Customer Officer 52

Chief Customer Officer SaaS Best practices Customer advocacy 52

Totango

DECEMBER 3, 2020

CS professionals now attest that their bonus structures are tied to company performance, renewals, net retention, upsells, and account health. . Net Retention (Cited by 66% of Respondents): For SaaS companies and other subscription based businesses, customer retention is absolutely essential. Document and Share Customer Data .

Upselling 64

Upselling Accountability Enterprise Metrics 64

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. You need to put in countless hours of research and development, relentless marketing campaigns, and tireless sales effort to earn a paying customer. Fewer features in your SaaS product. contact-form-7].

SaaS 19

SaaS Consulting Consulting Sales 19

CustomerSuccessBox

MARCH 10, 2022

To deliver the service to the clients which a company’s sales team laid out has a real thing to deal with. A client service manager is the one who delivers impeccable service justified by the best experience offered to the clients, endorsing the sales goals of the business. They ensure to document each project with its progress.

Management 52

Management Upselling B2B Sales 52

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. Pre-sales / Post Sales). Pre-sales to set the stage of what the experience will be and how to prepare for onboarding.

Best practices 52

Best practices Consulting Consulting SaaS 52

Help Scout

APRIL 27, 2021

Thanks, Simone, a SaaS Support Soft-Skill Seeker. These people do exist — I myself was a web designer before moving into SaaS support, and I know there are plenty of others like me. Best of luck with your soft-skill shuffle, Patto Breaking into SaaS support. Dear Patto, How can I move into a SaaS customer service role?

Customer Service 90

Customer Service SaaS Personalization Best practices 90

ChurnZero

OCTOBER 1, 2022

Why is it that the need for operations in marketing and sales is never questioned, yet Customer Success isn’t given the same allowance? If your organization is dead set on staying in that accountability where CSMs close the upsell and sales is responsible for only net new, you have to really define that line.

B2C 97

B2C Upselling B2B Accountability 97

ChurnZero

AUGUST 2, 2019

In fact , among food retailer s free samples have been known to boost sales by nearly 2000%. With statistics like this , it’s not surprising that a strategy once reserved for food courts has spread to other industries ; SaaS is no exception. Provide Seamless Personalization for All User s .

SaaS 58

SaaS Accountability Sales Personalization 58

JustCall

JANUARY 5, 2023

Businesses can use speech analytics for agent training and coaching, identifying any suspicious incidents in legal compliance domain, making your analysis richer, process enhancements, examining the competition and for sales training and development. Zoominfo owns it, and it focuses on sales intelligence use cases. CallMiner Eureka.

Analytics 52

Analytics Coaching Call Center APIs 52

Amity

MAY 17, 2016

SaaS Tattler Issue 84: Structuring Customer Success - What Works, What Doesn’t. As the landscape of SaaS companies continues to expand, it has become increasingly more difficult to find a SaaS company without some form of a dedicated Customer Success structure in place. How Sales And Customer Success Can Work In Harmony.

Real estate 65

Real estate SaaS Upselling Sales 65

CSM Practice

MAY 22, 2022

You see, this is a repeatable process that starts post-sales. The recurring revenue model of the B2B SaaS industry pushes the Customer Success teams to retain and expand the existing customer base. The importance of the CS framework has increased because Customer Success is now a critical business practice in most SaaS organizations.

Brand ambassadors 59

Brand ambassadors SaaS B2B Customer retention 59

ChurnZero

SEPTEMBER 6, 2019

Between difficult Account Executives , a lack of executive buy-in and other challenges, being a CSM isn’t always a walk in the park. Dealing with a Difficult Account Executive. Difficult Account Executives and a lack of a sales – CS partnership is detrimental to everyone. CSM, Cloud Software Company . ? .

Upselling 49

Upselling Sales Accountability SaaS 49

SmartKarrot

MARCH 24, 2022

To provide you with the background, account-based marketing is a marketing strategy that focuses on creating personalized communications targeted at high-value accounts. While account-based marketing is not something new, it has come back to the limelight in recent times. You would want to use an ABM strategy to pitch to them.

B2B 10

B2B Accountability Marketing Sales 10

CustomerSuccessBox

DECEMBER 1, 2021

Makes the process shorter and more structured Easier access and segmentation of documents & data Less likely to have errors and miscommunications. CRM provides access to pre-sales and sales data. As a CSM, you are handling multiple accounts all the time and you need to get notifications for important steps achieved.

CRM 52

CRM Accountability B2B SaaS 52

Solvvy

JUNE 17, 2021

Scribd’s platform offers access to the best ebooks, audiobooks, magazine articles, documents, and more for over a million people around the world. Automation and personalization also serve an important role in retention, sales enablement, and upsell opportunities. Premium Service for Premium Customers.

Personalization 71

Personalization Customer Experience Chatbots Upselling 71

CustomerSuccessBox

MAY 9, 2022

Doing business while keeping a pleasant client relationship has become exceedingly challenging in today’s hyper-competitive SaaS industry. The third component is a set of KPIs that monitor the performance of their own teams since most heads of CS also have functional responsibility for post-sales customer-facing functions.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

Amity

FEBRUARY 9, 2016

" After reading the Joel Test , we've come up with our own quick test to assess the maturity of Customer Success as a SaaS vendor. If you are a customer success professional considering taking a role at a SaaS vendor, this test can give you a quick sense of how customer success operates there. The Amity Test.

SaaS 66

SaaS Enterprise Benchmark Upselling 66

CustomerSuccessBox

MARCH 8, 2022

“Customer Retention” is kind of a buzzing word for the SaaS businesses on the digital platform. It doesn’t consider what subject you took but rather takes into account the qualities of the ideal candidate who fits into the responsibilities this role has to pitch. So do you have working experience in a different field?

Customer retention 52

Customer retention Accountability SaaS Education 52

CSM Practice

FEBRUARY 12, 2020

As SaaS businesses gain traction and customers begin to adopt their solution at scale, the next step is to drive customer expansion. However, most companies are at a disadvantage because they use the same sales strategy for both new and existing customers. Quantitative Data ; obtained from different systems. Qualitative Data.

Upselling 52

Upselling Customer centricity Sales Accountability 52

Babelforce

JULY 7, 2022

Some of the most common information to store in a CRM includes: Contact details Biographical information Contact history Website interaction history Purchase history Software product usage The plan the customer is subscribed to Contracts and important documents. Imagine a SaaS customer calls to ask for help about a certain issue.

CRM 52

CRM Call Center call center software Average Handle Time 52

ChurnZero

MAY 20, 2021

Activities: Customer segmentation, defined CSM engagement models, defined customer journey maps, alignment between Sales and Customer Success. But the best Sales and Marketing teams (which also have a relationship component) use well-defined processes and data integrations to drive their operations. Warning Sign to Level Up.

Chief Customer Officer 90

Chief Customer Officer Accountability Journey mapping Customer advocacy 90

Callminer

APRIL 23, 2019

The primary reason this number may not be included is that both the account number and the CV2 are required for would-be criminals to use a stolen card. Document all updates and protocol changes. Once you have the needed documentation, it is important to keep it updated. PCIComplianceGuide.org; Twitter: @ControlScan.

Best practices 159

Best practices Call Center Banking Contact Center 159

Mindtouch

OCTOBER 23, 2017

Most businesses have built distributed sales networks that were once their greatest strength but have become a major weakness. Today, these distributed sales networks prevent companies from connecting directly with own customers. Mobile is already the predominant channel of engagement accounting for most searches on Google.

Self service 65

Self service Upselling SaaS Customer Support 65

Callminer

AUGUST 1, 2017

Alex Tebbs is the Co-Founder and Sales Director at VIA , the UK’s largest Hosted Skype for Business solution. Rachel Ivers worked as an Inside Sales Representative for 8z Real Estate for one and a half years. Katherine Dougherty, MaidPro National Sales Center Director, describes herself as being MaidPro born and raised.

Contact Center 334

Contact Center Call Center Average Handle Time Real estate 334

Nicereply

JULY 13, 2021

A B2C company re-imagining the furniture sales experience by selling furniture online, without showrooms, and making the process of purchase, trial, and return easier. They provide B2B SaaS solutions for brands and manufacturers globally. Susana adds that “creating comprehensive documentation is key.

B2B 98

B2B B2C SaaS Technical Support 98