ClientSuccess

DECEMBER 5, 2022

A Customer Advisory Board (CAB) is a powerful tool for SaaS companies to maximize customer success. Here are a few tips for setting up and running an effective CAB: • Get the right mix of individuals. The CAB is an integral part of any successful SaaS business, so make sure to have a plan for. Find customer champions.

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SaaS Customer advocacy Feedback Enterprise 87

CustomerSuccessBox

JUNE 9, 2021

The first one, where we have seen Customer Success organizations that have a customer onboarding specialist team and in the second one, we’ve seen Customer Success organizations that have customer success managers themselves responsible for onboarding customers. Customer Onboarding Specialist Vs Customer Success Manager.

SaaS 52

SaaS Management Upselling B2B 52

ChurnZero

JUNE 24, 2022

What does this mean for B2B SaaS businesses? In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. It’s the largest survey of private SaaS companies in the world with over 1,500 responses.

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Benchmark SaaS Metrics B2B 98

CSM Practice

JULY 6, 2020

To many, SaaS has always been tricky, and the current global economic downturn caused by the Coronavirus pandemic has only exacerbated it. At the moment, SaaS companies appear to be under immense financial pressure, resulting in a dramatic increase in vendors seeking guidance on how to adapt, survive, and even thrive during this downturn.

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SaaS Upselling Accountability Sales 71

Totango

MAY 10, 2022

A customer engagement strategy is critical for retaining and growing SaaS clients. After considering what a customer engagement strategy is and its benefits, we’ll offer ten key tips for keeping enterprise executives and stakeholders engaged. It’s especially important to engage executives and stakeholders to ensure retention.

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Journey mapping SaaS Enterprise B2B 78

CustomerSuccessBox

MARCH 17, 2022

Read further to know in detail about the best practices that you should follow for building an effective Customer Journey Map. Pro tip : Customer Journey in SaaS. 7 Best Practices for an Effective Customer Journey Map. It’s important to construct functional boundaries to manage enterprises.

Journey mapping 52

Journey mapping Best practices Construction Benchmark 52

Totango

SEPTEMBER 13, 2022

Having a playbook in place can help you deliver better results for your SaaS customers and yield higher satisfaction, retention, and revenue for your business. What Are The Benefits Of Having A Customer Success Playbook in SaaS? The benefits of customer success playbooks for SaaS providers are numerous.

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SaaS Upselling Best practices Customer retention 89

Totango

JULY 31, 2020

For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward. How SaaS Enterprises Can Streamline New User Onboarding. The benefits of a fast, simple onboarding process are myriad.

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SaaS Healthcare Customer retention Enterprise 127

ChurnZero

MARCH 28, 2023

Early-stage SaaS businesses tend to put most of their focus on acquiring net new customers. For a little while, customer retention is a manageable task with existing staff. A best practice is to send a CSAT to a customer whenever a support ticket is closed. Read the complete guide: How to crush SaaS customer onboarding 3.

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SaaS Chief Customer Officer Surveys Feedback 52

CustomerSuccessBox

FEBRUARY 28, 2022

The net revenue retention rate which you may also state as the net retention rate in SaaS businesses is an indicator that depicts the profits and the revenue earned by the business. Let’s look at some of the best net retention rate and how they are doing good at it. Best practices: Consumption vs subscription.

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SaaS Best practices Enterprise Customer retention 52

aircall

FEBRUARY 1, 2021

To make that happen, you’ll need to clearly define your sales training process, invest in the right training programs, and follow best practices for training sessions. . Sales team training is the responsibility of sales managers or sales leaders. Sales Team Training Best Practices Checklist for Your Salespeople.

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Best practices Sales Call Center Coaching 62

ChurnZero

JUNE 24, 2022

What does this mean for B2B SaaS businesses? In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. It’s the largest survey of private SaaS companies in the world with over 1,500 responses.

Benchmark 52

Benchmark SaaS Metrics B2B 52

ShepHyken

SEPTEMBER 4, 2023

That’s why I’m excited to share this article by Charles Ryan Minton, one of the top managers in the Marriott/Bonvoy organization. 7 Tips for Building a Successful Customer Onboarding Process by Rahul Sridhar (G2) This blog will explore key strategies and best practices for building a successful customer onboarding process.

Customer Service 168

Customer Service Customer retention SaaS Best practices 168

Totango

MARCH 8, 2022

Providing a forum to share CS strategies, tips, and best practices. Offering career advancement tips for CS professionals. Offering tips on how to run customer success communities. Support CS managers with information and advice from the community. Nine Best Customer Success Communities in 2022.

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Best practices SaaS B2B Marketing 118

Totango

MARCH 10, 2020

To do that, we can use these 5 customer experience tips: Turn Customer Hopes into Personal Goals. These tips will help you distill the entire customer journey into easy to manage, easy to accomplish daily goals and actions. . You’re using real customer information to create practical and effective customer engagements. .

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Customer Experience Upselling Feedback SaaS 93

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? ”.

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Best practices Chief Customer Officer Customer advocacy SaaS 56

Totango

AUGUST 16, 2022

Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn. Here’s our guide to today’s best customer retention management software.

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Customer retention Upselling CRM SaaS 102

ChurnZero

MAY 3, 2022

Customer Success managers are beginning to realize there is no ‘easy’ button,” says the SuccessCOACHING team, the training arm of SuccessHACKER. Customer Success Career (playlist) : Tips for getting hired, then hiring your own team. Customer Success skills (playlist) : Quick tips and best practices for CSMs on the ground.

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Journey mapping Customer centricity SaaS Education 98

ChurnZero

JANUARY 4, 2024

New technologies, best practices, and strategies, combined with an industry-wide drive for sustainable, profitable growth, have made CS teams the revenue-building stars of every SaaS organization. “I’m calling it now,” says CS management coach Ryan Johansen.

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Chief Customer Officer SaaS Best practices Journey mapping 52

SmartKarrot

JUNE 4, 2020

Looking for some useful SaaS account management tips? As an account manager, you play a significant role in enhancing the growth of a company. Even an average amount of revenue will benefit you in the implementation of an account manager. Customize an account management process.

Best practices 10

Best practices SaaS Accountability Management 10

Totango

JANUARY 17, 2019

Not to get too philosophical, but each journey begins with a first step, and in the SaaS domain, that means onboarding. You can implement software that will help you manage escalations , and make sure your team is well trained in assisting unhappy customers. Customer renewal success is critical for SaaS enterprises.

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SaaS Enterprise Customer retention Upselling 74

ChurnZero

FEBRUARY 9, 2021

To help you amp up your Customer Success management skills here’s a breakdown of our top recommendations for courses to consider taking. Customer Success Management Fundamentals. Course Description: New to customer success management (CSM)? Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM.

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Journey mapping Best practices Consulting Consulting 98

ChurnZero

APRIL 18, 2024

Those are some big shifts – whether it’s updating your books , implementing a new management system, or revamping the tools, resources, and customer journeys you already have. Resources to dig deeper: 8 SaaS Onboarding Best Practices , How to Streamline Onboarding to Reduce Churn (webinar). So, now what?

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Journey mapping SaaS Metrics Engineering 52

ChurnZero

MAY 26, 2021

These workspaces are used to discuss emerging CS topics, share best practices and resources, and even provide networking and job posting capabilities. . The CSN empowers client-facing experts to collaborate with their peers in sharing best practices, implementation tips, key metrics, and CS transformation trends.

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SaaS Best practices Analytics Metrics 86

Totango

JUNE 24, 2022

Customer success in SaaS differs from CS in other industries. The software service industry presents unique challenges for customer success management while also creating unique opportunities that call for specific strategies. Read on to learn the keys to effective customer success for SaaS clients.

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Best practices SaaS Journey mapping B2C 105

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. Touchpoints also include occasions when clients interact with your software app in a SaaS context. What functions the interaction serves.

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B2B Journey mapping SaaS Engineering 118

ChurnZero

JANUARY 18, 2024

The role of the chief customer officer has become an essential function in subscription-based business models such as software-as-a-service (SaaS), where customer retention is paramount and requires executive-level leadership. SaaS businesses, meanwhile, benefit from predictable streams of recurring revenue.

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Chief Customer Officer SaaS Sales Upselling 52

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

Totango

NOVEMBER 8, 2021

As more consumers turned to e-commerce, more companies had to step up their digital game, in turn forcing SaaS providers to deliver so brands could satisfy their buyers. Choosing the right technology solution can play a decisive role in your ability to implement an effective customer experience management strategy.

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Customer Experience SaaS Best practices Surveys 106

Totango

AUGUST 18, 2022

A lot goes into crafting the ideal onboarding process for SaaS products. Finally, we’ll offer some tips on why optimizing your onboarding process matters and how you can leverage technology to integrate your checklist into an efficient onboarding process. The term is borrowed from human resources management. Activating accounts.

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Journey mapping SaaS Upselling Enterprise 95

Amity

JUNE 27, 2018

Whether you’re new to Customer Success or always keen to learn more, this blog will give you tips, teach you about CS trends, and prepare you for the future of the Customer Success industry! You’re building the knowledge and best practices for Customer Success as you try new things and make mistakes.

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Customer centricity SaaS Education Best practices 82

CustomerSuccessBox

JUNE 18, 2021

Customer success is important for SaaS businesses as they’re a constant voice of the customer for your business.CustomerSuccessBox builds the all-in-one solution for customer success that goes beyond just health scores and viewing portfolios. Who should manage customer onboarding in a SaaS company? Customer segmentation.

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SaaS B2B Customer retention Upselling 52

Totango

MARCH 26, 2021

In today’s cloud-based environment, SaaS business models have increased awareness of how the pre-sales and post-sales phases form a unified experience from the customer’s perspective. Onboarding: your new customer takes their first steps towards becoming an active user deriving practical value from your SaaS product. Onboarding.

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SaaS Best practices Upselling Education 67

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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SaaS B2B Metrics Sales 23

ChurnZero

FEBRUARY 17, 2022

9 tips to get your CSMs to adopt Customer Success software. I have a few tips to help you drive adoption that sticks. Tip #1 for CSMs: embrace change. CSMs have had to improvise and manage without purpose-built tools for well over a decade. Tip #2 for CSMs: practice what you preach. That’s okay.

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CRM Chief Customer Officer SaaS Morale 98

delighted

MARCH 15, 2019

Here are 7 tips for designing an effective VoC program that ensures you’ll get actionable feedback for improving your customer experience. If you’re embarking on surveying thousands of people with different survey types, make sure you’re following survey design best practices. Ensure your VoC program is set up for success.

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Surveys Benchmark B2B Feedback 75

ChurnZero

FEBRUARY 17, 2021

Best Practices for Creating Customer Success Capabilities and Organizations. ChurnZero Resource: New Manager’s Guide for a Customer Success Strategy Implementation. ChurnZero Resource: New Manager’s Guide for a Customer Success Strategy Implementation. ChurnZero Resource: Churnopedia – SaaS Metrics.

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Best practices Upselling Analytics SaaS 78