ClientSuccess

JUNE 27, 2018

For Customer Success Managers (CSMs), summer offers both a blessing and a curse. eBooks: Ultimate Guide to SaaS Customer Success Metrics. The post 6 Customer Engagement Best Practices During the Summer “OOO” Season appeared first on ClientSuccess. Ahhhh, summer.

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Best practices Entertainment SaaS Surveys 40

ClientSuccess

JANUARY 25, 2018

This series, now a community for frontline Customer Success Managers (CSMs) , discusses trends, best practices, and advice that can help the frontline. We’re lucky to have this week’s frontline CSM best practice come from Erica Newell – a CSM from the Trenches veteran – of Marketware. Company : Marketware.

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Best practices SaaS Coaching Sales 42

ClientSuccess

FEBRUARY 23, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. 3 Customer Success Best Practices that Drive Powerful Customer Experiences. Be a Product Expert by Sharing Best (and Better) Practices.

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Best practices Customer Experience SaaS Metrics 46

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.

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ClientSuccess

JULY 13, 2021

Modern CSMs working in the SaaS industry wear a lot of hats – and we mean a lot. They’re project managers, act as a liaison between customers and other teams, escalate incidents and issues, keep customers moving forward in their project plans, and are responsible for the general well-being of customer account health. The bottom line

Accountability 52

Accountability SaaS Upselling Best practices 52

SmartKarrot

FEBRUARY 12, 2021

SaaS (software as a service) companies have seen an exponential growth in the business sphere. There is some insightful content around SaaS that can be an inspiration to readers. The 20 Best SaaS Blogs You Must Follow. All That SaaS. The blog is run by Dan Decker, a SaaS industry expert. . contact-form-7].

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ClientSuccess

JULY 31, 2017

We’re excited to announce that we were awarded the SIIA 2017 CODiE Award for Best Customer Success Management Solution. 2017 Best Customer Success Management Solution. eBooks: Customer Success as a Culture: Customer Success Leaders Edition. Ultimate Guide to SaaS Customer Success Metrics.

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Management SaaS Best practices Metrics 40

ClientSuccess

JANUARY 10, 2020

When it comes to dealing with customers, there are some situations that can be a little overwhelming for both a customer success manager and the customer in question. For CSMs and training managers, onboarding can often be chaotic, messy, and even frustrating. A best practice is to take bits of both of these tactics and combine them.

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Best practices Metrics Feedback SaaS 65

inSided

OCTOBER 2, 2019

That said, it's fair to say that it becomes even more critical in B2B SaaS companies, where increasing customer engagement, and retention, are (or should be!) Traditionally in B2B SaaS companies, speaking to your customers involved webinars, meet-ups and in-person events. at the forefront of your overall business goals. What’s more?

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Self service B2B SaaS Gamification 67

ClientSuccess

JANUARY 10, 2020

When it comes to dealing with customers, there are some situations that can be a little overwhelming for both a customer success manager and the customer in question. For CSMs and training managers, onboarding can often be chaotic, messy, and even frustrating. A best practice is to take bits of both of these tactics and combine them.

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Best practices Metrics Feedback SaaS 64

ClientSuccess

JUNE 15, 2021

If there is one lesson that SaaS organizations learned during the last year, the importance of a loyal customer base can not be overstated. When all departments understand the root of customer issues or complaints, working together towards a resolution is more manageable. Toolkit: Team Leadership Toolkit.

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Upselling Accountability SaaS Metrics 52

ClientSuccess

NOVEMBER 7, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. From : Sam Feil , Customer Success Manager. An Adoption Change Management Customer Success Story. Company : ClientSuccess.

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Management Best practices SaaS Metrics 51

ClientSuccess

APRIL 13, 2021

At the most basic level, businesses partner with SaaS vendors to solve a problem. While new features or functionality may require an upsell conversation, CSMs should leave these to account managers. eBook: CSM from the Trenches: Customer Success Best Practices from 20+ Executives. Toolkit: Team Leadership Toolkit.

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Upselling SaaS Best practices Accountability 52

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.

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SaaS Chief Customer Officer Best practices B2B 72

ClientSuccess

OCTOBER 10, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. We’ve compiled a list of 19 Pieces of Advice Customer Success Mentors Would Give Frontline Customer Success Managers. Let’s get started!

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Management Chief Customer Officer Best practices Consulting 70

ClientSuccess

FEBRUARY 8, 2023

Billing delinquency : unexpected things happen in the SaaS world and chasing down customers who have unpaid invoices is something that CSMs must deal with. Keeping track of your customer billing delinquency incidents ensures visibility and allows for quick action.

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Metrics Upselling B2B SaaS 75

SmartKarrot

MARCH 2, 2022

And this is even more difficult when it comes to companies that offer SaaS products. To grow and succeed in such a dense market, it is important for SaaS companies/product owners to come up with an effective growth marketing framework – with 100% effective growth marketing strategies. Best practices for content marketing.

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SaaS Marketing Upselling Engineering 12

ChurnZero

DECEMBER 27, 2019

5 Common Mist a kes Customer Success Managers Make When Managing Their Day . This relatable post covers how to handle when the customer is not always right (shocking!) , tell a customer they’re a poor fit, and manage customer s who ignores deadlines and meetings. . Overall SaaS Category Winner in 2019 APPEALIE Awards

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Chief Customer Officer SaaS B2B Best practices 64

ClientSuccess

NOVEMBER 15, 2017

What Is Customer Lifecycle Management? Customer Lifecycle Management (sometimes referred to as “CLM”) is the process of mapping out the entire customer journey and then associating specific lifecycle stages to individual metrics. How To Get Started With Customer Lifecycle Management.

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ClientSuccess

AUGUST 24, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. From : Sam Feil , Customer Success Manager. From : Sara Masson , Senior Customer Success Manager. Company : ClientSuccess.

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Management Chief Customer Officer Best practices SaaS 40

ClientSuccess

MARCH 13, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. From : Sam Feil , Customer Success Manager. Time management has always been a practice I’ve been looking to better as a CSM. Company : ClientSuccess.

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Management Best practices SaaS Metrics 40

ClientSuccess

MAY 23, 2019

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. What is one customer success best practice you’ve applied in the last few months that has had a positive impact on your success in your role?

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ClientSuccess

JUNE 2, 2017

The webinar will help you determine your current customer success maturity and guide you through the next steps and best practices to strengthen your approach to customer success. You can also download the eBook, The Ultimate Guide to Customer Success Metrics here. We held this webinar on Thursday, June 22, 2017 at 11:00 a.m.

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Journey mapping SaaS Metrics Best practices 40

ClientSuccess

APRIL 4, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. The goal is that by sharing our experiences, we’ll be able to learn and apply more practical advice / practices to our customer success careers. Question 1.

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Management Customer advocacy Best practices SaaS 40

ClientSuccess

SEPTEMBER 30, 2020

For SaaS companies, a Customer Advisory Board (CAB) can become a group of trusted influencers as you build industry thought leadership and relationships. But given the benefits, a board of these customers can be very demanding on your time and energy – so is it worth creating and managing it?

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ClientSuccess

MARCH 28, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. The goal is that by sharing our experiences, we’ll be able to learn and apply more practical advice / practices to our customer success careers. Company : Loopio.

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Management Best practices Customer centricity SaaS 41

ClientSuccess

DECEMBER 20, 2018

For the average SaaS-focused customer success teams, there are four main buckets of metrics to consider: financial metrics, customer health metrics, usage metrics, and team performance metrics. The top five SaaS customer financial metrics are: Revenue Retention Rate (Gross and Net). Customer Retention Rate/Customer Churn Rate.

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ClientSuccess

OCTOBER 26, 2020

For sales organizations of all sizes, establishing “checks and balances” to ensure new business growth is incredibly beneficial for executive management. As your SaaS business grows, you’ll need to establish processes to ensure existing customer revenue and growth are achieved. How long should each topic be addressed? (We

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SaaS Coaching Metrics Sales 74

Satrix Solutions

JUNE 10, 2020

Influencers, who may be managers that are influencing decisions of which different organizations to utilize for products and services. And you’ll see an example of this later in our talk today when we offer up our free ebook. And certainly, they can integrate with your particular SaaS product.

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Surveys Feedback SaaS B2B 78

ClientSuccess

SEPTEMBER 3, 2019

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. Here are other customer success resources: Customer Success eBooks : Customer Success as a Culture: Customer Success Leaders Edition.

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ClientSuccess

APRIL 26, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. What is one customer success best practice you’ve applied in the last few months that has had a positive impact on your success in your role? Question 1. Question 3.

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Best practices SaaS Metrics Feedback 40

ClientSuccess

APRIL 15, 2019

When one looks at the typical SaaS method of sales and customer success, there is a clear funnel in place. In the past few years as the traditional SaaS sales and marketing model has taken hold, customer churn has been the sole responsibility of customer success teams. Here are three ways SaaS companies can address customer churn: 1.

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SaaS Journey mapping Benchmark Sales 50

ClientSuccess

OCTOBER 10, 2018

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. The goal is that by sharing our experiences we’ll be able to learn and apply more practical advice / practices to our careers. Question 1.

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Best practices SaaS Consulting Consulting 40

ClientSuccess

APRIL 27, 2017

Recorded Webinar: The Ultimate Guide for Customer Success SaaS Metrics. “ The Ultimate Guide to Customer Success SaaS Metrics ” helps answer the following questions: Have you ever wondered what are the most popular and effective customer success metrics? – Best practices to keep metrics simple and relevant.

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Metrics SaaS Best practices Accountability 41

ClientSuccess

AUGUST 5, 2019

If there is one thing Customer Success Managers (CSMs) are good at, it’s answering questions. While every customer account is different and has different goals, it is possible to bucket certain questions to create a general outline for customer success management. eBook: How to Build and Scale a Customer Success Team.

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ClientSuccess

JULY 14, 2017

This webinar involved live participant involvement on customer success best practices & strategy and took place on Tuesday, July 25th at 11am MT. You can download and read our entire Customer Success as a Culture eBook series below: Customer Success as a Culture: Customer Success Leaders Edition. Your Presenters.

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SaaS Best practices Consulting Consulting 41

ClientSuccess

FEBRUARY 14, 2019

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. What is one customer success best practice you’ve applied in the last few months that has had a positive impact on your success in your role?

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