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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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Mapping Your SaaS Customer Journey in Seven Steps

Totango

Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. First, we’ll define what a SaaS customer journey is, break it down into stages, and explain why mapping it out is important. What Is a SaaS Customer Journey? What Are the Stages in a SaaS Customer Journey?

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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.

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What is PCI Compliance Call Recording & Transcription: Definition, Expert Tips & Best Practices

Callminer

These steps will save potential fines, better protect customers and reduce the damage in the event of data loss. Expert PCI Compliance Tips & Best Practices. Below, we’ve rounded up 17 tips and best practices for PCI compliance from industry and regulatory experts. Expand your call recording practices.

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Upcoming Customer Success Events(June and July 2022)

CustomerSuccessBox

Customer Success is steadily gaining importance globally and is the first line of defense for most SaaS firms. This has translated into huge demand for customer success events around the globe. Professionals connect, network, learn and share the best practices during these customer success events.

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5 Ways to Reduce Customer Churn for SaaS in a Recession

Totango

The continuing COVID-19 health crisis may well produce a recession that has a significant impact on the Software-as-a-Service (SaaS) industry. No one is certain how this will change the long and short-term behaviors of customers, lenders, and enterprises in a SaaS world. Create a Community for Sharing Best Practices.

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Four customer engagement strategies for SaaS companies

ChurnZero

Early-stage SaaS businesses tend to put most of their focus on acquiring net new customers. A best practice is to send a CSAT to a customer whenever a support ticket is closed. Event participation. The volume of event participation—in webinars, virtual conferences and meetings—is one way to measure this indicator.

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