CSM Magazine

MARCH 12, 2021

Here are five must-have SaaS (Service as a Software) tools for teams working from home. #1: 1: Trello for Interactive Project Management. You can also view, edit, and manage tasks thanks to customizable lists, boards, and cards. These include time-tracking, productivity measurement, and schedule management.

SaaS 52

SaaS Scripts Enterprise Accountability 52

Beyond Philosophy

DECEMBER 10, 2021

Back when I was working in corporate life, I went to a presentation in London. Instead of complaining that people don’t use Net Promoter appropriately, Reichheld decided to present an alternative that’s an appropriate metric to hold people accountable. In other words, people in accounting go to jail if they cheat. .

Airlines 273

Airlines Metrics Accountability SaaS 273

CustomerSuccessBox

MARCH 18, 2020

In a world where work from home is fast becoming the norm, Customer Success Managers have always faced this dilemma – to travel or not to travel to meet their customers. For accounts where weekly or even monthly calls don’t make sense, quarterly business reviews (QBRs) can be a great way to maintain the customer relationship.

Management 115

Management SaaS Upselling Accountability 115

LiveChat

NOVEMBER 13, 2018

You may think that being a Customer Success Manager is a piece of cake. But I’m here to bring you closer to all the specifics I learned from LiveChat’s Customer Success Managers. To better understand their role, let’s recall what Customer Success Management is in general. Customer Success Manager’s skills. Is it though?

SaaS 54

SaaS Management Feedback Customer Support 54

CustomerSuccessBox

MAY 31, 2021

The Customer Success Manager has an integral role in ensuring healthy Customer relationships by evaluating and analysing the customer needs and acting as a customer advocate to promote customer loyalty. With that said, let’s look at the answer to the most fundamental question, as to how many Success managers should a SaaS company really need?

Management 52

Management SaaS Customer advocacy Accountability 52

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. Here we’ve identified the 13 most essential qualities to consider when hiring a CS manager. What Is a Customer Success Manager (CSM)? What Is a Customer Success Manager (CSM)?

Management 92

Management Upselling Coaching Best practices 92

ChurnZero

SEPTEMBER 26, 2019

2019 SaaS Awards Announced – Appealie Honors Best Product and Leaders in SaaS. . APPEALIE has announced the winners of the 2019 SaaS Awards, including inaugural executive and investor awards. 23 SaaS apps were recognized for their demonstrated excellence and customer outcomes. OVERALL SAAS AWARD WINNERS.

SaaS 45

SaaS Benchmark Surveys Feedback 45

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. If that doesn’t happen, you escalate to your manager and so on. The CSM for the account explains the plan . is completed.

Customer retention 52

Customer retention SaaS Calibration Analytics 52

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

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

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. Related reading: Key SaaS and Customer Success metrics you should care about – What’s a good CAC? It means one train can hide another.

SaaS 98

SaaS Benchmark Metrics Consulting 98

CSM Practice

APRIL 13, 2021

Being a Customer Success Manager (CSM) is a non-stop learning process that requires hands-on management at every stage. To add, a customer success manager needs to learn their customer’s product or service. What is a Customer Success Manager. What makes a good Customer Success Manager? Challenges.

Management 52

Management Customer retention Upselling Accountability 52

SmartKarrot

MAY 15, 2023

Key Account Management (KAM) is the art of strategically managing and nurturing these vital accounts, unlocking their full potential and driving long-term growth. Get ready to dive into a world of knowledge and unlock the secrets to mastering the art of Key Account Management ! Amazon Link 2.

Accountability 10

Accountability Management Best practices Customer retention 10

SmartKarrot

OCTOBER 6, 2022

The key responsibility of an account manager is to retain customers and work as an intermediary for the organization’s sales team. As an enterprise operating in the SaaS (Software As A Service) environment, we understand the importance of having a strong account manager for the company’s overall growth.

Accountability 10

Accountability Management SaaS CRM 10

SmartKarrot

JUNE 4, 2020

Looking for some useful SaaS account management tips? As an account manager, you play a significant role in enhancing the growth of a company. Even an average amount of revenue will benefit you in the implementation of an account manager. Begin with identifying account risks.

Best practices 10

Best practices SaaS Accountability Management 10

Amity

SEPTEMBER 19, 2016

So here you are, building the next up and coming SaaS tool, with the ever so common recurring revenue model. The same theory applies for your first Customer Success Managers interview. These will be key internal partners that the Customer Success Manager has to work closely with. Things are going really well. Activity 1.

Management 0

Management Construction Upselling SaaS 0

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

CustomerSuccessBox

FEBRUARY 14, 2019

The searches for the keyword ‘ Role of a Customer Success Manager ’ have been increasing since the last few years. As companies around the world are getting aware of the importance of Customer Success, the demand for seasoned Customer Success Managers (CSMs) is also increasing exponentially. Why is it so? This is far from the truth.

Management 67

Management Upselling SaaS Sales 67

ClientSuccess

AUGUST 3, 2020

Over the last decade or so, the role of the Customer Success Manager has exploded, due in large part to SaaS organizations and updated onboard models. Customer success is top-of-mind for every SaaS executive and board member, which means that the numbers, metrics, and KPIs that measure success are more important than ever before.

SaaS 81

SaaS Accountability Metrics Sales 81

SmartKarrot

SEPTEMBER 12, 2022

Every company hires an account manager, especially in SaaS. The account manager is one who needs to be responsible for the everyday management of the customer’s account and business with the company. Since we know an account manager is a vital role, how relevant and important is the role in 2023?

Accountability 10

Accountability Management SaaS Upselling 10

SmartKarrot

OCTOBER 20, 2020

With the evolution of product-based SaaS companies, customer success has taken an upsurge as a new business function. When it comes to the difference between customer success manager vs account manager, most of the companies mistake account manager as a traditional form of CSM.

Accountability 10

Accountability Management SaaS Upselling 10

JivoChat

FEBRUARY 22, 2023

Companies can save on hiring product photographers and marketing professionals by entrusting their content needs to an external provider with specialized skillsets in SEO , copywriting, content strategy, social media management, and more. Step-by-Step Guide on How to Use Slack Sign Up for Slack.

outsourcing 82

outsourcing SaaS Accountability Analytics 82

ChurnZero

FEBRUARY 26, 2021

Amanda cautions that when Customer Success owns the renewal some of the time, but not all of the time – like if an account has expansion, then an Account Executive owns it; but if it doesn’t, then a CSM owns it – the system breaks down and that’s when friction begins to materialize. Give Product thematic feedback, not anecdotes.

Management 59

Management Feedback Sales SaaS 59

ChurnZero

APRIL 15, 2022

Like a magician flexing their psychic power, pinpointing the most ideal time to present your customer with an expansion opportunity can’t be left to intuition. Many SaaS businesses use a pricing model based on license count. Unrestricted access creates buzz (think: watercooler talk), eases change management, and promotes adoption.

Accountability 98

Accountability SaaS Upselling Metrics 98

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

ClientSuccess

NOVEMBER 2, 2020

As SaaS organizations and their customers slowly but surely get used to the ‘new normal’ that 2020 ushered in, customer success managers and team leaders are more focused than ever before. The modern SaaS customer success community is incredibly vocal and supportive with sharing their vast knowledge and insight with others.

Chief Customer Officer 70

Chief Customer Officer SaaS Education Best practices 70

ChurnZero

APRIL 18, 2024

Those are some big shifts – whether it’s updating your books , implementing a new management system, or revamping the tools, resources, and customer journeys you already have. Resources to dig deeper: 8 SaaS Onboarding Best Practices , How to Streamline Onboarding to Reduce Churn (webinar). So, now what? Wait, say that again?

Journey mapping 52

Journey mapping SaaS Metrics Engineering 52

Stratifyd

DECEMBER 12, 2018

As a Marketing Manager with Stratifyd, Inc. The Marketing Manager will work closely with the Marketing Director to define new and interesting ways to engage Stratifyd’s audience. Key accountabilities & responsibilities. Develop and manage the marketing strategy for all marketing channels.

Marketing 40

Marketing Management Analytics Healthcare 40

Help Scout

SEPTEMBER 21, 2021

For instance, customer success may be responsible for implementation, onboarding, and lifecycle management at some larger companies. At others, customer success specialists are accountable for managing churn and providing essential support. Manage the onboarding process for each new customer, from technical evaluation onward.

Education 103

Education Accountability Benchmark Sales 103

SmartKarrot

APRIL 25, 2022

For a B2B SaaS company, a customer may churn anytime, but the premonition and signs would have been there from some time before. Customer health score makes it easy for customer success professionals to understand, gauge, and estimate how a certain account or portfolio is performing with respect to retention or churn.

SaaS 10

SaaS Management Accountability Metrics 10

Amity

DECEMBER 14, 2016

In the always-on world of SaaS, the role of customer success varies across companies and industries. Others manage subscriptions, software usage, renewals, upsells and other parts of the sales process. If these first two items are going well, my other responsibilities, which include renewals and account growth, are much easier!

Management 84

Management Finance Enterprise Accountability 84

CustomerSuccessBox

SEPTEMBER 7, 2021

But it also bought a sea of opportunity for people who could see beyond the present turbulent times. Pro Tip: Designing a Customer Onboarding Framework for B2B SaaS. #2 Though personalization is an important factor, automation wherever possible makes it easy for the Customer Success Managers and the CS team.

Journey mapping 96

Journey mapping Engineering SaaS Upselling 96

ClientSuccess

MARCH 8, 2022

But as more and more SaaS organizations realize, the actual value of a new customer isn’t tied to that initial sales number at all but spread out across the customer’s entire lifecycle at an organization. are managed in some part by CSMs. Sales cycles can be long and fraught and deserve to be applauded. Ready to get started?

Upselling 75

Upselling SaaS Sales Metrics 75

CustomerSuccessBox

MARCH 15, 2022

Use this analogy to explain your SaaS business model. For SaaS organizations, the purpose of a free trial is to obtain a customer. Improve account management proactively – Using real-time health measures, the team was able to forecast whether a client will churn or renew. Offer a short free trial period.

SaaS 52

SaaS Construction Accountability B2B 52

Education Services Group

MAY 6, 2021

Management attack. Your employees and managers must understand the value and role of a Customer Success Manager, and the skills and attributes it takes to be an awesome CSM. Assuming that servicing the account went as planned, I’d say that is a great account! Perception of product becoming reality.

Accountability 92

Accountability Construction SaaS Sales 92

Amity

DECEMBER 9, 2016

Are enterprise clients most concerned with security, uptime and having access to an account manager? Manager of Growth Marketing, Sarah E. Or manually look up active accounts and reach out individually. Communicate your top advantages over your competitors on your pricing page. Here’s the comparison: Control.

Marketing 109

Marketing SaaS Sales Surveys 109

Totango

JUNE 26, 2020

The COVID-19 pandemic has had an economic impact that threatens to cause a lasting downturn in SaaS business. This reduction in cash flow is likely to increase rates of SaaS customer churn. High churn can be dangerous for SaaS enterprises as more than 90 percent of customer value is derived from recurring revenue.

SaaS 93

SaaS Customer retention Best practices Telecommunications 93