ClientSuccess

OCTOBER 17, 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 12 Customer Success Best Practices That Can Positively Impact Your Work as a CSM. How has it helped you? ”.

Best practices 56

Best practices Chief Customer Officer Customer advocacy SaaS 56

Totango

MAY 13, 2022

Choosing the best customer engagement platform for your needs can make a massive difference in the success of your SaaS business. The best way to gain this information is through customer engagement. They can be used to collect valuable data and share practical information with customers. Video tutorials and transcripts.

Enterprise 106

Enterprise Customer Support SaaS Sales 106

CSM Magazine

JULY 22, 2021

Henry Spitzer, VP of Sales at Lusha explains how community building is a powerful and cost-effective way to increase retention by creating a central destination for users to find support, advice and best practices. B2Bs in the SaaS space today strive for agile growth. The Bare Basics. Super-charging Customer Acquisition.

Advertising 98

Advertising SaaS B2C Engineering 98

ChurnZero

JULY 21, 2020

IntelAgree is a growing AI-powered contract management SaaS company that enables legal teams to do impactful work, not busy work. Without visibility into product usage, the teams’ guidance for customer project leads is based solely on the project lead’s feedback. Who are they? What were their pain points?

SaaS 52

SaaS Self service Best practices Feedback 52

ChurnZero

MAY 3, 2022

Did you know that, by the end of this week, one-third of internet users* will have watched a tutorial or how-to video? Let’s explore five of the best Customer Success YouTube channels for learning how to fight churn, understand industry trends, and position yourself for professional success in CS.

Journey mapping 52

Journey mapping Customer centricity SaaS Education 52

Satrix Solutions

JUNE 10, 2020

After all, how can you create the experiences which will establish advocates for your products and services if you don’t have feedback from your customers? Watch the video or read the transcript below: Survey Distribution Methods. Jonathan, I think you’re best suited to talk about text messaging or SMS.

Surveys 78

Surveys Feedback SaaS B2B 78

CSM Practice

JUNE 19, 2019

For example, we were hired to determine the best onboarding strategy for one of our SaaS clients that needed to scale their customer success operations. The original assumption was that customer prefer on-site training and that their users did not like online videos. On-site Training or Online Training?

Education 67

Education SaaS Feedback Accountability 67

SmartKarrot

APRIL 5, 2022

SaaS companies undergo a dynamic learning process. Though every SaaS founder is in the game to solve certain problems, they might make some mistakes along the way. Some make the best products, and others may face unprecedented losses with uncertain issues. 10 Biggest SaaS Mistakes (and How to Avoid Them).

SaaS 11

SaaS Feedback Metrics Upselling 11

CustomerSuccessBox

MARCH 27, 2019

We recorded a video with our Founder & CEO, Puneet Kataria to discuss the same. ?. There is no one way to practice customer success. You may have different SaaS customer success best practices that are specific to your company. The post How to start a customer success practice? Liked this blog?

Upselling 66

Upselling SaaS Best practices Feedback 66

Totango

MARCH 10, 2020

Prioritize Escalations and Cherish Feedback. Prioritize Escalations and Cherish Feedback. The customer-centered economy created by the rise in SaaS and subscription services places the customer firmly in control of their partnership, so when they speak we must listen. Anticipate in Order to Add Extra Value. Training materials.

Customer Experience 93

Customer Experience Upselling Feedback SaaS 93

CrazyCall

SEPTEMBER 4, 2018

Steli hasn’t always been a sales guru and executive of one of the fastest growing SaaS CRM. Steli Efti is also known for his video shorts that cover a vast amount of topics in sales, ranging from cold calling strategies to tips on how to get more referrals. … Coach to SaaS founders, Chief instigator at DanMartell.com.

Sales 129

Sales SaaS CRM B2B 129

SmartKarrot

JUNE 4, 2021

Customer Enablement Best Practices Educate and empower your Customers Let your Customer Service do all the Talking Say Yes to Customer Feedback Look for Brand Advocates. Well, here we delve into the process of customer enablement with five of the best practices that promise you guaranteed success, no matter what.

SaaS 10

SaaS Best practices Education Finance 10

CSM Practice

JUNE 19, 2019

For example, we were hired to determine the best onboarding strategy for one of our SaaS clients that needed to scale their customer success operations. The original assumption was that customer prefer on-site training and that their users did not like online videos. On-site Training or Online Training?

Education 40

Education SaaS Feedback Accountability 40

Select VoiceCom Blog

JUNE 13, 2023

Read on as we delve into AI’s influence on the BPO landscape and explore real-world examples and best practices for a successful implementation. Hidden risks arise when AI solutions are embedded in software-as-a-service (SaaS) offerings, potentially exposing organisations to vulnerabilities exploitable by hackers.

Business Process Outsourcing 52

Business Process Outsourcing outsourcing Chatbots Best practices 52

CustomerSuccessBox

MARCH 14, 2022

Course Format: 2 hours on-demand video. hour on-demand video. hours on-demand video 2 articles Full lifetime access Access on mobile and TV Assignments Certificate of completion. Surprisingly, those same SaaS executives routinely make bad decisions simply because they misinterpret their data. Creator: Ed Powers.

Journey mapping 52

Journey mapping Accountability Construction Management 52

JustCall

APRIL 3, 2023

Did you know that when it comes to SaaS customer success, acquiring a new customer can cost 4 to 5x more than retaining an existing one? Customer success is the practice of ensuring that your customers achieve their desired outcomes while using your product or service. This is where customer success comes in.

Upselling 52

Upselling Metrics Best practices Customer centricity 52

CSM Practice

MAY 13, 2020

At CSM Practice, we are following the Covid-19 situation and its impact on customer success closely. And as we collectively work together to lower the curve, we would like to provide some guidance based on best practices to smoothen customer journeys during the Coronavirus pandemic. 1. Be Customer-Centric.

Best practices 128

Best practices SaaS Customer centricity Finance 128

JustCall

MARCH 10, 2023

Some common training materials include user manuals, video tutorials, and live training sessions. You can provide progress updates and ask for feedback to ensure that they are getting the support they need. Collect feedback from new customers about their onboarding experience and use it to refine the customer onboarding workflow.

Customer Support 40

Customer Support Feedback Upselling Accountability 40

CustomerSuccessBox

APRIL 3, 2022

CustomerSuccessBox is a customer success platform that helps high-growing B2B SaaS companies reduce churn and grow their recurring revenue. Let’s look at what we are… To get started, we have an intro video if you’re more of a movie buff. This video will walk you through how to manage playbooks effectively.

APIs 52

APIs Accountability SaaS Marketing 52

Totango

OCTOBER 13, 2020

To turn these private customer stories into public endorsements, you should implement the following customer success best practices : . When you turn the spotlight onto your customers and make them look successful, they will most likely give you positive feedback. Send them a tutorial video on the benefits of the feature.

Customer advocacy 62

Customer advocacy B2B Enterprise Feedback 62

SmartKarrot

JANUARY 5, 2023

Answer questions and facilitate data requests, user feedback, and bug reports to the product team. Encourage customer feedback through direct engagement/questions and surveys. Identify and create revenue opportunities based on customer needs and feedback. for access by customers.

SaaS 19

SaaS Technical Support Enterprise Feedback 19

Education Services Group

AUGUST 4, 2021

Her Churn Crusher System helps SaaS companies uncover the hidden reasons behind their customer churn rates and develop ways to mitigate them – helping both their company and their customers thrive. The other is, surprisingly, the Founders of SaaS companies. That way, you can take these video snippets and use them in reporting.

SaaS 52

SaaS Metrics Surveys Consulting 52

ChurnZero

AUGUST 13, 2021

There’s churn rate, retention rate, net revenue retention, and all the metrics now that SaaS organizations look at. I would say mix up your medium – maybe sometimes it’s a video or an email or a roundtable where you have 10 different people coming together to facilitate a conversation to learn from each other. Very boring.

Gamification 98

Gamification Marketing Metrics Sales 98

CSM Practice

MAY 16, 2020

At CSM Practice, we are following the Covid-19 situation and its impact on customer success closely. And as we collectively work together to lower the curve, we would like to provide some guidance based on best practices to smoothen customer journeys during the Coronavirus pandemic. 1. Be Customer-Centric.

Best practices 52

Best practices SaaS Customer centricity Finance 52

Inbenta

SEPTEMBER 29, 2021

Read on to discover eight best practices. Set up real-time feedback by asking customers if their issue has been resolved. Using a video call app , for example, will allow you to screen share and use online video chat. One way around this is to ask for customer feedback. Try to be proactive.

Best practices 59

Best practices Interactive Voice Response First call resolution voip 59

delighted

AUGUST 9, 2019

This feedback serves as evidence to help convince new customers that your brand is worth their while. That means that if you have 100,000 unique visitors landing on your website monthly, 91,000 of those unique visitors will treat the customer feedback on your site as if they heard it from someone in their close personal circle.

Marketing 50

Marketing Surveys Feedback Advertising 50

CustomerSuccessBox

MARCH 31, 2022

Extra resource : Customer Onboarding Framework for B2B SaaS. Best Practices for Effective Customer Onboarding. What are the best practices for effective customer onboarding? That’s a great solution considering that 97% of people believe that video is a great way to onboard new customers.

Best practices 52

Best practices SaaS Upselling B2B 52

SmartKarrot

OCTOBER 27, 2022

Provide best practice recommendations, identify any roadblocks, and partner with the customer to reach desired outcomes. Provide meaningful feedback regarding new reports, updates or tools needed for client success. Conduct detailed customer workflow analysis and identify customer success metrics.

Upselling 19

Upselling SaaS Coaching Best practices 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. Demonstration videos. Video chat. Social media posts. Website visits.

SaaS 109

SaaS Journey mapping B2B Feedback 109

Amity

DECEMBER 14, 2016

In the always-on world of SaaS, the role of customer success varies across companies and industries. We generally have a 15-minute call ahead of the training to dig into the customer’s current process and tools and then cater the team’s session to the relevant workflows, integrations and best practices. 8-9am COFFEE.

Management 84

Management Finance Enterprise Accountability 84

ChurnZero

JUNE 17, 2022

She collaborates with CS leadership to create internal learning paths that align with ChurnZero’s CS philosophy, processes, and best practices. There should be an open feedback loop. Irit: Let’s talk about that because I have a lot of customers that ask me what are best practices for surveys.

Metrics 98

Metrics SaaS Surveys Self service 98

ChurnZero

AUGUST 13, 2021

There’s churn rate, retention rate, net revenue retention, and all the metrics now that SaaS organizations look at. I would say mix up your medium – maybe sometimes it’s a video or an email or a roundtable where you have 10 different people coming together to facilitate a conversation to learn from each other. Very boring.

Gamification 52

Gamification Marketing Metrics Sales 52

ChurnZero

FEBRUARY 15, 2022

Customer education can also take many forms such as webinars, training videos, email campaigns, FAQs, and more. Customer education best practices : how to educate customers Using a customer education strategy is effective at converting prospects into long-term customers. It’s the same deal for customer education.

Best practices 52

Best practices Education Analytics Sales 52

ChurnZero

FEBRUARY 15, 2022

Customer education can also take many forms such as webinars, training videos, email campaigns, FAQs, and more. Customer education best practices : how to educate customers. Here are our top tips for how to educate customers with customer education best practices. Own your customer education.

Education 52

Education Best practices Analytics Sales 52

ChurnZero

JUNE 17, 2022

She collaborates with CS leadership to create internal learning paths that align with ChurnZero’s CS philosophy, processes, and best practices. There should be an open feedback loop. Irit: Let’s talk about that because I have a lot of customers that ask me what are best practices for surveys.

Metrics 52

Metrics SaaS Surveys Self service 52

Education Services Group

FEBRUARY 5, 2019

Guiding your customers at the right pace, with the right understanding of their business, and providing the right tools are the keys to a successful SaaS customer journey. Tutorials, videos, and other educational resources will make the path to adoption easier. Remember, the educational part of your job isn’t over.

Education 45

Education Upselling Marketing SaaS 45

SmartKarrot

MAY 13, 2021

Identify industry trends and best practices that can be used to drive opportunities for the company and department improvements. Facilitate coordination across departments to create the best LeagueApps solutions to drive growth for these customers. Lead and scale a team of high-performing Customer Success Managers.

Advertising 10

Advertising SaaS Coaching Metrics 10