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8 SaaS Onboarding Best Practices

ChurnZero

SaaS customer onboarding makes or breaks your customer retention. For this reason, unlocking the optimal SaaS customer onboarding experience is invaluable. Read our guide here for the 8 SaaS onboarding best practices to step up your onboarding experience. Work Cross-Functionally During SaaS Customer Onboarding.

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Evaluating Who Should Own Saas Renewals

ClientSuccess

Research Vectors by Vecteezy Many customer success leaders in the SaaS space are faced with the same question: who should own customer renewals? The post Evaluating Who Should Own Saas Renewals appeared first on ClientSuccess. In conclusion, understanding who owns customer renewals is a complex issue that varies based on many factors.

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3 CSM Compensation Best Practices

ClientSuccess

As you structure your CSM compensation plans, here are three best practices to keep in mind: 1. The role of a SaaS industry CSM has become increasingly complex because it covers so many different parts of the customer lifecycle. Customer Success Resources: eBook: Customer Success as a Culture: Customer Success Leaders Edition.

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Top 5 SaaS Customer Success Health Metrics and 5 Runner-Ups

ClientSuccess

A purely data driven approach may give you false-positive or false-negative signals By taking a holistic approach at all touch points of the customer experience—not just those directly tied to product or usage—SaaS companies more accurately determine the health of their customer base and take actions that improve customer health and retention.

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12 Customer Success Best Practices That Can Positively Impact Your Work as a CSM

ClientSuccess

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 12 Customer Success Best Practices That Can Positively Impact Your Work as a CSM. How has it helped you? ”.

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Tips for Setting Up Your Customer Advisory Board (CAB)

ClientSuccess

A Customer Advisory Board (CAB) is a powerful tool for SaaS companies to maximize customer success. The CAB is an integral part of any successful SaaS business, so make sure to have a plan for. If you’d like to learn more about best practices for customer success management, check out our additional resources for more guidance.

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4 Best Practices to Align Customer Success and Product Teams

ClientSuccess

Check out our resources below for more customer success best practices and insights for how your organization can can ensure your product and customer success teams are fully synced: eBooks: Ultimate Guide to SaaS Customer Success Metrics. Customer Success as a Culture: Customer Success Leaders Edition.