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.

SaaS 71

SaaS Upselling Accountability Sales 71

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

Education Services Group

JULY 20, 2021

ESG’s own Madeline Evans, Britt Layman, and Marley Wagner joined last week’s ChurnZero webinar to discuss how high touch and tech touch engagement models can co-exist in Customer Success. Product updates, like Marley talked about in the webinar, aren’t likely to be considered spammy because their focus is on information and education.

Accountability 98

Accountability Chatbots Surveys Journey mapping 98

ClientSuccess

AUGUST 14, 2019

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. Webinar: 5 Strategies of Top Performing Customer Success Teams. Who Owns the Renewal?

Best practices 40

Best practices Metrics Upselling SaaS 40

Totango

JUNE 8, 2022

OK, maybe not the world, but they have become an increasingly important factor these days for helping SaaS companies understand whether their products and services are keeping customers engaged and delivering value, so they can prevent churn, increase expansion and earn higher valuations. Embedded best practices.

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SaaS Best practices CRM Enterprise 89

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.

SaaS 71

SaaS Upselling Accountability Sales 71

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.

Customer retention 100

Customer retention Upselling CRM SaaS 100

ClientSuccess

JUNE 24, 2019

ClientSuccess is excited to host Andrew Stapleton , VP of Customer Success at G2Crowd , for this month’s customer success webinar series: How to Gather and Use Reviews for Customer Advocacy. Invite your executive team to this webinar. Webinar: How to Gather and Use Reviews for Customer Advocacy. About the Presenter.

Customer advocacy 40

Customer advocacy B2B SaaS Best practices 40

Totango

MARCH 8, 2022

Providing a forum to share CS strategies, tips, and best practices. Hosting CS webinars, teleconferences, and seminars. Support CS managers with information and advice from the community. Nine Best Customer Success Communities in 2022. Here are nine of the best customer success communities to consider joining.

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Best practices SaaS B2B Marketing 117

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?

Journey mapping 52

Journey mapping SaaS Metrics Engineering 52

ClientSuccess

JUNE 2, 2017

In this recorded webinar, Dave Blake, CEO/Founder of ClientSuccess discusses a customer success maturity model that will help you build, scale, and optimize a high-impact team and culture of customer success. We held this webinar on Thursday, June 22, 2017 at 11:00 a.m. View the recorded webinar: Request the Recorded Webinar.

Journey mapping 40

Journey mapping SaaS Metrics Best practices 40

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.

SaaS 52

SaaS B2B Customer retention Upselling 52

Education Services Group

JULY 21, 2022

We’re managing a portfolio of over 13,000 customers globally and we don’t have dedicated CSMs. So, we have a swarm CSM model, and we have eight CSMs managing that install base of 13,000 customers. And we walked them through what we do today from a customer lifecycle management perspective. How can we scale it?

Journey mapping 52

Journey mapping Chief Customer Officer SaaS Management 52

ClientSuccess

MAY 31, 2018

This customer success best practices webinar was hosted by ClientSuccess on June 20, 2018 and shared three fresh perspectives on customer onboarding and adoption. This customer success webinar covers the strategies and best practices of onboarding from pre-boarding, onboarding, and adoption.

Best practices 40

Best practices B2B SaaS Technology 40

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.

Chief Customer Officer 52

Chief Customer Officer SaaS Best practices Journey mapping 52

ClientSuccess

JULY 14, 2017

This live webinar is over and is now available as a recorded version. Webinar Details. This webinar involved live participant involvement on customer success best practices & strategy and took place on Tuesday, July 25th at 11am MT. Register for the recorded webinar here: The Customer Success Trust Framework.

SaaS 41

SaaS Best practices Consulting Consulting 41

ClientSuccess

APRIL 27, 2017

” To answer this question, we decided to collaborate on this topic with the best customer success leaders at a conference we held last September called the CS100 Summit. We took the results of this collaboration and created a webinar to help disseminate the results. What You Will Learn When You Watch the Recorded Webinar.

Metrics 41

Metrics SaaS Best practices Accountability 41

ClientSuccess

OCTOBER 8, 2018

ClientSuccess will host Greg Daines (The Churn Whisper), Founder and CEO at Client Velocity , for this month’s customer success webinar series: The One Question that Will Transform Your Customer Success Strategy. Greg Daines, the webinar presenter, is highly-rated speaker at the CS100 Summit , a Customer Success Leadership Summit.

Customer centricity 40

Customer centricity SaaS Best practices Consulting 40

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.

B2B 117

B2B Journey mapping SaaS Engineering 117

Kayako

JULY 27, 2017

As a support team manager, you’re already wearing a ton of hats – bet you didn’t think data wizard would be one of them, huh? But this is your life as a manager developing a SaaS customer support model that scales. 5 Metrics that shape your SaaS customer support model. TTFR – So many acronyms, so little time! Every week?

Metrics 80

Metrics SaaS Surveys Enterprise 80

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. Key Takeaway.

Best practices 46

Best practices Customer Experience SaaS Metrics 46

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

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.

Best practices 64

Best practices Metrics Feedback SaaS 64

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.

Chief Customer Officer 70

Chief Customer Officer SaaS Education Best practices 70

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

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. TSIA Resource: 8-Minute Mini-Webinar: Customer Success Maturity Model. TSIA Resource: 8-Minute Mini-Webinar: Customer Success Maturity Model.

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Best practices Upselling Analytics SaaS 78

Lumoa

FEBRUARY 14, 2024

Watch the webinar replay of Redesigning CX programs: Enhancing the Way We Listen, Analyze, and Engage with Customers to learn more. Multiple CX software as a service (SaaS) solutions like Lumoa are available, which automate many CX tasks, offer a granular perspective for in-depth analysis, and streamline upgrading your CX strategy.

Customer Experience 83

Customer Experience Chatbots Analytics SaaS 83

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.

SaaS 72

SaaS Chief Customer Officer Best practices B2B 72

CrazyCall

SEPTEMBER 4, 2018

Steli hasn’t always been a sales guru and executive of one of the fastest growing SaaS CRM. Noah Kagan’s twitter account is constantly fueled with growth hacks, sales & marketing news and best practices to help you grow your business. Coach to SaaS founders, Chief instigator at DanMartell.com. Max Altschuler .

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Sales SaaS CRM B2B 129

ChurnZero

JULY 2, 2020

SaaS organizations aspire to be it, but many don’t know how to transform this highly touted phrase into a practical application. During the webinar, Abby and Robin shared their firsthand experience on building customer-first organizations from the ground up as well as covering: How to structure your teams to better serve the customer.

Chief Customer Officer 98

Chief Customer Officer Customer centricity Best practices Metrics 98

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.

SaaS 12

SaaS Marketing Upselling Engineering 12

ChurnZero

DECEMBER 29, 2020

A relic from bygone days of old-school Account Management, QBRs are a classic, but not timeless, practice; one that feels perfunctory and misplaced in today’s always-connected, data-enriched landscape. The SaaS Debate: Who Owns the Renewal and Upsell? Rethinking the Quarterly Business Review (QBR). Customer Success vs. Sales.

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SaaS Chief Customer Officer Upselling Metrics 98

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.

Upselling 52

Upselling Accountability SaaS Metrics 52

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.

Upselling 52

Upselling SaaS Best practices Accountability 52

ChurnZero

MARCH 15, 2019

So, what should a Customer Success Manager do when one of these type of customers land in their lap? Upcoming Webinar. Understanding the Real Impact of Improving Retention and Customer Success Best Practices. Clearly churn has a big impact on a SaaS business. Please join this webinar to learn: .

SaaS 45

SaaS Best practices Morale Benchmark 45

ChurnZero

AUGUST 24, 2018

This week we hosted a well-attended webinar on – Customer Success & Finance: Get Aligned! The webinar discussed the process and impact of the renewal from both the Customer Success and Finance point of view. SaaS metrics the CFO and CS leader both need to know. • You can now view the webinar on-demand here.

Finance 61

Finance SaaS Education Customer retention 61

CustomerSuccessBox

APRIL 3, 2022

It’s your role as a Customer Success Manager to make this crucial shift simple and enjoyable for them. Welcoming customers and introducing their Customer Success Manager is typically the first email that goes out. So, you must make sure that you create the best impression possible. “What’s next?”

APIs 52

APIs Accountability SaaS Marketing 52