Totango

NOVEMBER 15, 2021

For example, you can establish criteria for customers who may be in the market for an upsell offer and set up automated workflows to send promotional emails to this segment of your customer database. Subscription billing is the lifeblood of SaaS revenue. Two of today’s most popular CRM apps are Salesforce and HubSpot. Billing: Zuora.

CRM 88

CRM Upselling SaaS Chatbots 88

ChurnZero

MAY 3, 2022

2: CSM Practice A consulting firm that specializes in helping tech and services organizations optimize their CS effectiveness, CSM Practice offers an encyclopedic CS YouTube channel covering everything from the basics of CS to deep dives into KPIs. We’ll help you find your path to success. Start with: What is Customer Experience?

Journey mapping 52

Journey mapping Customer centricity SaaS Education 52

JivoChat

JULY 7, 2021

Your customer might engage with your brand by visiting a website and clicking a CTA, reading a blog post, conversing with a chatbot , “liking” a social media ad, or even participating in a webinar. Look at engagement data like blog views, CTA clicks, and chatbot interactions. Following are some best practices for doing that.

Chatbots 52

Chatbots Self service Upselling Sales 52

JustCall

MARCH 10, 2023

Example: Here’s a possible customer onboarding workflow for a software-as-a-service (SaaS) product: Step 1: Sign-up – The customer discovers the product, visits the website, and signs up for an account. Tips to Implement It: Collect feedback through various channels (such as surveys, social media, email, chatbots, etc.)

Customer Support 40

Customer Support Feedback Upselling Accountability 40

SmartKarrot

APRIL 20, 2023

These playbooks contain step-by-step procedures, best practices, and strategies to ensure customer success. The book is also supposed to have the best practices for communicating with customers during the process of customer renewal, along with renewal proposals and the communication templates.

Chatbots 19

Chatbots Analytics Upselling CRM 19

SmartKarrot

APRIL 18, 2023

.”- Robert Half Scaling a customer success team is essential for Saas and technology companies to be able to successfully derive value to customers through their product and service offerings. As your customer base grows, business leaders must know the latest and best practices to ensure low customer churn rates and high product renewals.

Upselling 10

Upselling Best practices CRM SaaS 10

SmartKarrot

MARCH 24, 2022

Taking those calls that might help customers reach out to the CS ( Customer Success ) team instantly – like chatbots. Keeping the communication channels between the product and CS teams open to regularly update the latter about feature updates/when to upsell, etc. This is especially important in a B2B SaaS world.

Chief Customer Officer 10

Chief Customer Officer SaaS Customer centricity Best practices 10