Education Services Group

SEPTEMBER 29, 2020

Case studies. Without the involvement of Customer Success, sales will likely be resorting to the same select few case studies you’ve been using for years. It’s worth noting that case studies will often highlight new use cases for your product or service that you may not have otherwise known.

Sales 52

Sales Benchmark B2B SaaS 52

CustomerSuccessBox

JANUARY 8, 2020

As more and more B2B SaaS companies start building their customer success division and being customer success focussed, customer success has expanded to become large and complex like other departments. All the above responsibilities cannot be handled by the Customer Success team from the start. .

Upselling 52

Upselling SaaS B2B Metrics 52

Totango

OCTOBER 13, 2020

Happy customers can multiply your revenue base since each satisfied client might recommend your services to dozens of their peers. Customers who become advocates stimulate enterprise growth and drive value. You find these customers by tracking customer data. . Build a Customer Community. Accelerate Onboarding.

Customer advocacy 62

Customer advocacy B2B Enterprise Feedback 62

Education Services Group

MAY 11, 2018

Folks who know that to improve their bottom lines they need higher touch engagement with their customers — but don’t have the resources to make that a reality. One case study showed that even just a minor increase in human-touch engagement resulted in increased customer software subscription renewals.

Journey mapping 40

Journey mapping Best practices Upselling outsourcing 40

CSM Practice

FEBRUARY 24, 2020

The metrics proposed in this blog provide a means to track the performance of your customer success team and its initiatives: 1. Onboarding Rating. During client onboarding, customer success teams nurture new users, transfer knowledge, and set the stage for the post-sales customer experience. About CSM Practice.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

SmartKarrot

JUNE 9, 2020

In the case of customer success, these rock bottom or what we call as the pitfalls could make the hair-line difference between churn and customer stickiness. The first foray for a new customer is the process of onboarding. The best practice you can do is to be aligned with the sales. Love and Light!

SaaS 11

SaaS Sales Upselling Best practices 11

SmartKarrot

OCTOBER 27, 2022

Build, develop, and lead a team of CSMs serving as Giving Success Coaches to engage customers to drive outcomes. Define, improve, and manage a customer engagement model to drive consistent customer experience and performance of CSMs. Conduct detailed customer workflow analysis and identify customer success metrics.

Upselling 19

Upselling SaaS Coaching Best practices 19

TechSee

JANUARY 25, 2023

Just one negative interaction with a technician can spoil a company’s reputation, so field service management must continuously find ways to meet growing expectations for quicker resolutions, shorter arrival times, and better overall customer experiences.

Automotive 41

Automotive Management Enterprise B2B 41

CSM Practice

FEBRUARY 24, 2020

The metrics proposed in this blog provide a means to track the performance of your customer success team and its initiatives: 1. Onboarding Rating. During client onboarding, customer success teams nurture new users, transfer knowledge, and set the stage for the post-sales customer experience. About CSM Practice.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

CSM Practice

FEBRUARY 24, 2020

The metrics proposed in this blog provide a means to track the performance of your customer success team and its initiatives: 1. Onboarding Rating. During client onboarding, customer success teams nurture new users, transfer knowledge, and set the stage for the post-sales customer experience. About CSM Practice.

Metrics 52

Metrics Customer advocacy Customer centricity Accountability 52

Amity

JANUARY 13, 2016

In this issue of the SaaS Tattler we discuss how to make sure your Customer Success team is making the required impact. You’re a Customer Success Hero, Now Get the Shirt! For a limited time we are offering a free Customer Success Hero shirt for anyone who attends a public demo. A Guide of SaaS Companies.

Benchmark 48

Benchmark SaaS Surveys Metrics 48

Education Services Group

JUNE 12, 2018

A Director at a successful SaaS company recently approached me about the role of marketing in customer success. This leader understood that the marketing team was a valuable resource when developing customer-facing communications but wanted more. Customers expect proactive engagement from the point of sale forward.

Marketing 53

Marketing Education SaaS Sales 53

SmartKarrot

SEPTEMBER 27, 2021

Design and implement systems and processes to make us more efficient and enhance the customer experience. Develop relevant content related to data-driven fundraising best practices. Drive customer advocacy in the form of case studies, testimonials, and referrals.

Customer advocacy 19

Customer advocacy Government SaaS Engineering 19

Totango

AUGUST 11, 2022

Knowing how to build client relationships digitally is critical for SaaS businesses. Most interactions with your SaaS customers are digital, making handling these opportunities decisive for customer satisfaction, loyalty, repeat business and referrals. Online brand advocacy.

SaaS 106

SaaS Journey mapping B2B Feedback 106

ChurnZero

DECEMBER 20, 2019

By joining forces and clarifying roles, both teams can deliver a better customer experience and drive more revenue for their organizations. . . Abby Hammer , Chief Customer Officer , ChurnZero . 2020 will be all about putting customers’ experience and success at the forefront of all departments across the company. . .

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80

SmartKarrot

APRIL 2, 2021

Be a thought leader in developing and executing on Customer Success and Account Management best practices that can be used across the organization. Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs, upselling and upgrading where required.

Entertainment 10

Entertainment Upselling SaaS Accountability 10

SmartKarrot

JULY 28, 2021

Create best practices at scale to leverage Churnzero, Salesforce and other existing tools that will allow the business to better assess risk and opportunity as well as ensure a streamlined customer experience. Reduce churn across the base by increasing the adoption of SaaS.

Finance 10

Finance Accountability Upselling SaaS 10

Education Services Group

FEBRUARY 5, 2019

When your customers decide to begin a relationship with your business, you are both embarking on a path in which you are responsible for delivering on the promises that your marketing and sales teams made.

Education 45

Education Upselling Marketing SaaS 45

Education Services Group

FEBRUARY 5, 2019

When your customers decide to begin a relationship with your business, you are both embarking on a path in which you are responsible for delivering on the promises that your marketing and sales teams made.

Education 40

Education Upselling Marketing SaaS 40

SmartKarrot

MAY 19, 2020

Ever since the boom of the SaaS industry in the past decade, client success and client success manager skills has become the key strategies of the companies who want to maintain a long term relationship with their customers. In all these steps to be taken by the CSM, the most important thing is how well do you time your strategies.

Management 10

Management SaaS Upselling Metrics 10

SmartKarrot

FEBRUARY 15, 2022

This will help you stay up to date with the trends and best practices of customer service. In this article, we have curated a list of the top 30 customer service experts you should start following to learn more and gain better insights into the industry. is an internationally recognized customer experience consultant.

Customer Service 10

Customer Service Customer centricity Consulting Consulting 10

SmartKarrot

FEBRUARY 7, 2022

Today, customer success leaders and managers are too busy acquiring, retaining, and growing customers. If they do not have the desired focus, initiative, and care of a dedicated owner, these operational areas of customer success cannot survive long. Onboarding new customers. You need to train the customers/stakeholders.

Accountability 10

Accountability SaaS Analytics Engineering 10

SmartKarrot

NOVEMBER 24, 2020

How to get customer referrals? Giving the best customers experience to nurture a long-term positive relationship with your customer is the key towards getting these referrals. 1 Strive to give a wow experience to your customers. This is the rule of thumb.

Best practices 10

Best practices SaaS B2B Feedback 10

Totango

MARCH 2, 2021

Then we’ll break down how you can deliver value at each of your customer journey stages to promote higher customer retention and brand advocacy at the end of the process. Mapping the Stages of Today’s Customer Journey. The SaaS business model has transformed contemporary understanding of customer journey stages.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

CustomerSuccessBox

JULY 19, 2022

Successful SaaS companies grow in two ways: by acquiring new customers and by retaining existing customers (i.e., Renewing customers contribute significantly to your annual recurring revenue (ARR), which is an important part of the revenue stream that allows businesses to predict and strategize their internal investments.

Upselling 52

Upselling SaaS Best practices B2B 52

SmartKarrot

APRIL 15, 2022

To make it a practical read, the author discusses the processes as well as case studies of successful CRM projects. Apart from being a huge repository of knowledge on CRM, this updated version also offers adds new case studies and updated screenshots, and also includes emerging CRM trends such as AI, big data, chatbots, etc.

Customer retention 19

Customer retention CRM SaaS Customer centricity 19

Amity

JANUARY 20, 2016

Issue 72 - Customer Success Articles that are Certified Classics (Part 2). In this issue of the SaaS Tattler, we've currated a list Customer Success articles that are certified classics. Join us on January 26 at 1pm ET , as we teach you to transform product adoption for all your customers. Hire Early.

SaaS 48

SaaS Accountability Customer advocacy Sales 48

Amity

MAY 25, 2016

Also, the opportunity to be a part of a SaaS company really allowed me to progress, get new opportunities, and create new skillsets which has led me to this stage now, leading this team. 8 years ago, it wasn’t even Customer Success -- it was Account Management. I find there is a lot of thought leadership and best practices.

Best practices 90

Best practices Metrics Sales SaaS 90

Education Services Group

FEBRUARY 19, 2019

Time to value, usually shortened as TTV, is the amount of time between when a customer takes an action (makes the purchase) and when they see the value of that action (uses the product in a meaningful way). Your customer’s TTV varies, depending on your product or the service. Case Studies. Long Time To Value.

SaaS 40

SaaS Accountability Sales Metrics 40

SmartKarrot

DECEMBER 5, 2022

The management and business leaders might have all the information regarding their business, including customers, competitors, market, industry, employees, national and international rules affecting their business, etc. It can improve customer experiences by making the system faster and more efficient. Case Study 1.

Accountability 19

Accountability Management Finance Analytics 19

SmartKarrot

AUGUST 4, 2020

Especially for the B2B organizations, customer experience is the new buzzword for the SaaS industries. It’s a shift customer success teams are uniquely poised to capitalize on, but only if they develop the means to monitor and manage long-term client experiences. Final Take.

Journey mapping 10

Journey mapping SaaS Customer advocacy B2B 10

CustomerSuccessBox

NOVEMBER 24, 2021

If you provide enough value, then you earn the right to promote your company in order to recruit new customers. In today’s hyper-competitive business world, SaaS businesses find it increasingly difficult to stand out. They are on their toes constantly to get customers to choose them over their competitors. Guy Kawasaki.

Upselling 52

Upselling Feedback Customer advocacy B2B 52