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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. Sales teams cannot function effectively without their CRM.

CRM 96
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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
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Top 6 Tips for a Successful SaaS Customer Engagement Strategy

Totango

Six Customer Engagement SaaS Strategies That Work. For software service providers, customer engagement SaaS strategies play a central role in a successful business model. In this article, we’ll offer some tips for a winning customer engagement SaaS strategy. Next, we’ll share six keys to effective SaaS customer engagement.

SaaS 97
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How SaaS Software Can Help Sync Your Sales & Support Teams

aircall

SaaS software, also known as cloud-based software, has now gone mainstream, making it easy for teams to leverage all the software programs they need to work collaboratively, wherever they are. Let’s look specifically at how SaaS software can help sync your sales and support teams so they work together in perfect harmony.

SaaS 62
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2024 Expectations: The forefront of the next generation of customer success

Totango

We polled our Customer Advisory Board (CAB) at the end of last year to gauge which way they saw the pendulum shifting for CS in 2024. In fact, 63% of CAB members said their top 2024 prediction was that businesses would put more strategic and bottom-line emphasis on expansion versus acquisition to drive revenue growth.

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Boost Customer Engagement Through User Segmentation in B2B SaaS

CustomerSuccessBox

The objective is to better convert your prospects and to retain long-term loyalty, all of your customers. Segmentation is the condition for the possibility of targeting. Why is segmentation the number one topic in terms of customer success? Customer segmentation is an important step in your business process.

B2B 52
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Understanding the Joint Success Plan: A Tool for Outcome-Based Customer Success Management

ChurnZero

A J oint Success Plan is a simple but powerful tool for outcome-based customer success management. The range of responsibilities of Customer Success Managers (CSM) in the industry is dizzying. That information is captured in an Account Plan which is a different exercise and tool altogether. .