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

CustomerSuccessBox

MARCH 10, 2022

Automation provides you the sixth instinct and an additional hand to create more productive engagements across all your accounts. In this day and age, all B2B SaaS firms want to optimize Automation to scale Customer Success in their organizations. Managing your customers and their success path as a SaaS company is a meticulous process.

SaaS 52

SaaS Upselling Education Accountability 52

Totango

JUNE 19, 2020

Yesterday we hosted the second event in our CXO Series for Customer Success executives. SevenRooms, a SaaS company servicing the restaurant and hospitality industry, shared their story about how they adapted their business and product offering to enable an industry that collapsed overnight. Frontline Foods has raised 9.2

SaaS 62

SaaS Enterprise Technology Accountability 62

CustomerSuccessBox

AUGUST 8, 2019

If you own, manage or work for a Software as-a-Service (SaaS) business, you are embroiled in quite a heated competition on a daily basis. Let’s take a look at the purpose of customer success for SaaS businesses. SaaS businesses far and wide are now assigning market resources specifically to attain the goal of customer success.

SaaS 56

SaaS Sales Consulting Consulting 56

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

ChurnZero

JULY 9, 2020

These SaaS companies offer comprehensive training programs, resources, and events to their customers and even the larger professional community. Nurture with Networking Events. Most companies’ event budget is allocated towards prospecting and brand awareness. Just look at B2B bemouths like Salesforce, Moz, and HubSpot.

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

Totango

JULY 21, 2020

The current COVID-19 pandemic has not been kind to many industries, and SaaS is no exception. In March of this year, SaaS stocks reached a 20 percent decline from their selling highs. Communications SaaS companies have watched the growth rate of subscriptions rise by 1.4X. Stay Agile As a Company.

SaaS 64

SaaS Calibration Enterprise Customer retention 64

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 Makes a Great QBR?

SaaS 105

SaaS Technical Support Benchmark Accountability 105

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.

B2B 115

B2B Journey mapping SaaS Engineering 115

ChurnZero

SEPTEMBER 8, 2021

A year has gone by since the COVID-19 pandemic shuttered doors to in-person conferences, and the industry responded accordingly by converting most live events into virtual experiences. In response, some organizations have slatted in-person events for the tail end of 2021. . SaaStr Annual 2021 – September 27-29, 2021 San Mateo, CA.

Personalization 95

Personalization SaaS Upselling B2B 95

Totango

NOVEMBER 8, 2023

Pendo and Mixpanel, two leading solutions in the enterprise software market, give SaaS companies the power to track and analyze product usage across their customer base—creating a rich set of data and insights key to designing, iterating, and improving the customer experience. What is Mixpanel?

Enterprise 91

Enterprise Finance SaaS Analytics 91

Totango

OCTOBER 11, 2021

One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Continuous Onboarding.

Education 95

Education SaaS Accountability Enterprise 95

ChurnZero

JUNE 16, 2020

SaaStock has been helping SaaS businesses gain traction, grow and scale for the last five years with their in-person conferences. That’s what led them to bring that value online with their SaaStock Remote event last week. That’s what led them to bring that value online with their SaaStock Remote event last week.

SaaS 92

SaaS Customer retention Customer centricity B2B 92

LiveChat

NOVEMBER 13, 2018

If you still wonder how to make a great customer success strategy , read the recent post – Customer Success Management in SaaS – LiveChat Team Strategy. Having experience in customer support or account management is nice to have and will make the work easier. Typical tasks of a customer success manager in SaaS.

SaaS 54

SaaS Management Feedback Customer Support 54

AWS Machine Learning

SEPTEMBER 27, 2023

MDaudit provides a cloud-based billing compliance and revenue integrity software as a service (SaaS) platform to more than 70,000 healthcare providers and 1,500 healthcare facilities, ensuring healthcare customers maintain regulatory compliance and retain revenue. says Nisheet Goenka, VP of Engineering at MDaudit.

Healthcare 97

Healthcare Engineering SaaS Analytics 97

Totango

MARCH 8, 2022

As customer success management has grown in importance for building SaaS customer loyalty , the number of customer success communities has grown. Participants can learn, collaborate, view exclusive content, and receive announcements about upcoming events and news. Nine Best Customer Success Communities in 2022. CS in Focus.

Best practices 115

Best practices SaaS B2B Marketing 115

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 Who are they? What were their pain points? They’re a lifesaver.

SaaS 52

SaaS Self service Best practices Feedback 52

Totango

APRIL 16, 2019

And by providing visibility into the status of each task, they ensure that all action items are completed and that no customer’s account slips under the radar. Customer success platforms can be automated to respond to these events with supporting materials such as “how-to” videos that teach customers more about the product and encourage use.

Enterprise 74

Enterprise SaaS Social media contact Education 74

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.

SaaS 98

SaaS Benchmark Metrics Consulting 98

Totango

OCTOBER 11, 2021

One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Continuous Onboarding.

Education 77

Education SaaS Accountability Enterprise 77

CustomerSuccessBox

JUNE 20, 2022

Now that you’ve chosen to read this article, I suppose you are already aware of the weightage that the Customer Success function holds for your SaaS business. Under all the fancy showbiz lies the fact that running a SaaS business is very challenging. Benefits of having a Customer Success Software for your SaaS business-.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

ChurnZero

OCTOBER 22, 2021

If you work for a SaaS business, you know word-of-mouth marketing is everything. When we host events, we have content that’s tailored specifically for customers,” says Megan. “We We can be particular about who can attend what event, such as Q&A with our CEO.”. tenure (has the customer been with you for at least a year?),

Customer advocacy 96

Customer advocacy SaaS Benchmark Healthcare 96

Totango

JUNE 3, 2022

To help, we’ve created six email templates you can use for a variety of customer events, including: Customer success manager introductions. Invitations to events. Invitation to Event Email Template. An excellent opportunity to engage clients is inviting them to an event, such as a webinar or seminar. Escalations.

Feedback 108

Feedback SaaS Surveys Accountability 108

ChurnZero

MARCH 3, 2020

SaaStr is the largest community of SaaS executives, founders, and entrepreneurs in the world and they are brought together at their flagship event – SaaStr Annual. With 12,500 attendees, 250 speakers, 200 sponsors, their missions is to provide the SaaS community with unparalleled access to the top minds in SaaS.

SaaS 72

SaaS Chief Customer Officer Best practices B2B 72

Totango

FEBRUARY 9, 2022

The contract renewal stage of the customer lifecycle is a critical component of driving retention for SaaS products. Contract renewal is the stage in your SaaS customer’s lifecycle where they decide whether or not to extend a subscription that is about to expire. What Is Contract Renewal? In-App Promotions.

Customer retention 93

Customer retention SaaS Best practices Upselling 93

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

ChurnZero

SEPTEMBER 1, 2020

The reality is that virtual events will be the norm going forward, at least in the short term. Virtual events present uniquely flexible opportunities for Customer Success professionals to brush up on skills and to learn from peers, albeit from the safety of being behind a webcam. There is, however, a silver lining.

Journey mapping 98

Journey mapping SaaS Best practices Technology 98

TechSee

MARCH 11, 2024

Industry events and news coverage are full of companies offering Generative AI , Conversational AI, chatbots, and AI Agents. When selecting a Conversational AI provider, there are a number of considerations one must take into account. Deploying AI to automate customer experiences differs greatly from deploying other SaaS solutions.

Chatbots 124

Chatbots Enterprise Scripts Virtual Agent 124

ChurnZero

SEPTEMBER 8, 2021

A year has gone by since the COVID-19 pandemic shuttered doors to in-person conferences, and the industry responded accordingly by converting most live events into virtual experiences. In response, some organizations have slatted in-person events for the tail end of 2021. . SaaStr Annual 2021 – September 27-29, 2021 San Mateo, CA.

Personalization 52

Personalization SaaS Upselling B2B 52

AWS Machine Learning

JANUARY 26, 2024

In addition to awareness, your teams should take action to account for generative AI in governance, assurance, and compliance validation practices. You should begin by extending your existing security, assurance, compliance, and development programs to account for generative AI.

Best practices 120

Best practices Government Engineering Accountability 120

ChurnZero

AUGUST 14, 2020

They focus on opportunity management – like the manual activities that typically exist within accounts. Get direct access to CRM data, such as accounts, contacts, opportunities, cases, subscription data (renewal date, license count, total contract value, etc.) What is a CRM? Who owns it? Sales or Sales Operations. Who owns it?

CRM 87

CRM Finance Upselling Accountability 87

JivoChat

FEBRUARY 22, 2023

For example, users can set up automated workflows that trigger certain actions when specific events occur, such as the completion of a task or the arrival of a new message from a customer or vendor. Step-by-Step Guide on How to Use Dropbox Sign Up for an Account. Automate Tasks & Streamline Workflows. Upload & Share Files.

outsourcing 82

outsourcing SaaS Accountability Analytics 82

SmartKarrot

MAY 11, 2022

The first lesson a B2B SaaS (Software as a Service) marketer learns about account-based marketing tactics is that you cannot possibly target each customer in your niche. This is the hard truth of account-based marketing strategy. Develop and execute targeted marketing for key accounts. The answer is quite simple.

Accountability 10

Accountability Marketing B2B SaaS 10

CustomerSuccessBox

APRIL 27, 2021

In a subscription economy, customer retention is a necessary focus for business as a SaaS customer only pays 5-15% of total potential Lifetime Value upfront, the rest will only come in as future revenue IF you’re able to retain that customer. It then uses and generates smart recommendations, the next best action for CSM for every account.

Customer retention 52

Customer retention SaaS Accountability Engineering 52

ClientSuccess

JANUARY 25, 2021

The old adage that ‘your current customers are your best marketing tool’ still holds true, even in the age of digital marketing and SaaS vendors. Your current customers know your product inside and out and, hopefully, have seen firsthand the value your solution provides and the support of your account management team.

Customer retention 81

Customer retention Marketing SaaS Accountability 81

AWS Machine Learning

JUNE 24, 2022

In this post, we explore how to use Amazon AppFlow , a fully managed integration service that enables you to securely transfer data from software as a service (SaaS) applications like Veeva Vault to AWS. The source or destination could be a SaaS application or an AWS service such as Amazon S3, Amazon Redshift , or Lookout for Metrics.

APIs 71

APIs Healthcare SaaS Engineering 71

Totango

SEPTEMBER 30, 2020

Today we are releasing the Early Warning System SuccessBloc, which gives you instant visibility into customer signals and critical events, alerting you to proactively engage when needed. Let’s take a closer look at just some scenarios that this bloc is designed to handle…. Champion Loss or Leadership Change.

SaaS 62

SaaS Consulting Consulting Enterprise 62