ChurnZero

MARCH 28, 2023

Early-stage SaaS businesses tend to put most of their focus on acquiring net new customers. Answer options are usually presented on a 3-point or 5-point scale (e.g., 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.

SaaS 52

SaaS Chief Customer Officer Surveys Feedback 52

Beyond Philosophy

DECEMBER 10, 2021

Back when I was working in corporate life, I went to a presentation in London. The Speaker was New York Times Best-Selling Author Fred Reichheld , inventor of the Net Promoter Score ® (NPS). Unfortunately, Reichheld says too many organizations use NPS as a stick or a metric for earning bonuses. So, What Went Wrong with NPS?

Airlines 273

Airlines Metrics Accountability SaaS 273

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. . Situational stories and role-playing provide excellent practice for selling products and providing customer service. What Is Sales Team Training? Prospecting.

Best practices 62

Best practices Sales Call Center Coaching 62

ChurnZero

DECEMBER 21, 2022

1/ Crash course in Customer Success and SaaS metrics. Presented by: Dave Kellogg , principal, Dave Kellogg Consulting. Many people think of SaaS and CS metrics as black and white. But the truth is, there are many ways to calculate and interpret—and game—metrics. What metrics do investors care about most?

SaaS 98

SaaS Benchmark Metrics Consulting 98

CSM Practice

FEBRUARY 24, 2020

Now more than ever, customer success leaders must use relevant and actionable customer success metrics to make guided decisions and strategies to deliver success. Out of the myriads of customer data that can be measured, in this blog, I will emphasize the most important customer success metrics you need to focus on based on best practices.

Metrics 52

Metrics Upselling SaaS Accountability 52

CSM Practice

FEBRUARY 24, 2020

Now more than ever, customer success leaders must use relevant and actionable customer success metrics to make guided decisions and strategies to deliver success. Out of the myriads of customer data that can be measured, in this blog, I will emphasize the most important customer success metrics you need to focus on based on best practices.

Metrics 52

Metrics SaaS Customer retention Upselling 52

CSM Practice

FEBRUARY 24, 2020

Now more than ever, customer success leaders must use relevant and actionable customer success metrics to make guided decisions and strategies to deliver success. Out of the myriads of customer data that can be measured, in this blog, I will emphasize the most important customer success metrics you need to focus on based on best practices.

Metrics 52

Metrics SaaS Customer retention Upselling 52

ChurnZero

NOVEMBER 11, 2022

These are just some of the findings in this year’s Customer Success Leadership Study, ChurnZero’s third annual report on the top trends and opportunities in Customer Success, presented in partnership with ESG and sponsored by Higher Logic Vanilla and involve.ai. The top metrics in CS are all revenue metrics.

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SaaS Metrics Best practices Benchmark 98

Totango

JULY 21, 2020

The current COVID-19 pandemic has not been kind to many industries, and SaaS is no exception. In March of this year, SaaS stocks reached a 20 percent decline from their selling highs. Communications SaaS companies have watched the growth rate of subscriptions rise by 1.4X. Stay Agile As a Company.

SaaS 65

SaaS Calibration Enterprise Customer retention 65

Amity

NOVEMBER 21, 2016

SaaS customer success leaders publicly encourage greater adoption of this practice. Peter Armaly, a customer success expert with Oracle Marketing Cloud, argued in his presentation at the 2016 Customer Success Summit that it should be a foundational activity of CSMs. I’ve written more about this link in a recent post.

Benchmark 59

Benchmark SaaS Best practices Metrics 59

Amity

NOVEMBER 27, 2017

Gary’s background is in the wine industry, which got me thinking about the way we talk about Customer Success primarily in the context of the SaaS industry - understandably so, as this is where its roots lay. Non-SaaS companies need to look for industry-specific triggers that give a glimpse into the crystal ball of retention.

SaaS 71

SaaS industry standards Upselling Education 71

CSM Practice

FEBRUARY 24, 2020

Every customer success metric you can measure falls into one of these four categories: Customer Health Metrics. Customer Financial Metrics. Customer Usage Metrics. Customer Success Team Performance Metrics. In this blog series, we’ll examine each customer success metric category in separate blogs.

Metrics 52

Metrics Accountability Surveys SaaS 52

CSM Practice

FEBRUARY 24, 2020

Every customer success metric you can measure falls into one of these four categories: Customer Health Metrics. Customer Financial Metrics. Customer Usage Metrics. Customer Success Team Performance Metrics. In this blog series, we’ll examine each customer success metric category in separate blogs.

Metrics 52

Metrics Accountability Surveys SaaS 52

ChurnZero

APRIL 18, 2024

Resources to dig deeper: 8 SaaS Onboarding Best Practices , How to Streamline Onboarding to Reduce Churn (webinar). 2: Customer journeys Analog / High-touch: Align metrics with account health by tracking performance through customer milestones. Digital: Set up consistent journey metrics (e.g.

Journey mapping 52

Journey mapping SaaS Metrics Engineering 52

Totango

JUNE 26, 2020

By embracing the following customer retention best practices, you can guide your customers through the current business landscape and be poised to thrive on the other side. The COVID-19 pandemic has had an economic impact that threatens to cause a lasting downturn in SaaS business. Recovering from the Effects of COVID-19.

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SaaS Customer retention Best practices Telecommunications 93

ClientSuccess

APRIL 27, 2017

As we travel the globe and talk with customer success leaders, one of the most frequent asked questions is, “What are the metrics I should be tracking and measuring to help my organization embrace customer success?” Recorded Webinar: The Ultimate Guide for Customer Success SaaS Metrics.

Metrics 41

Metrics SaaS Best practices Accountability 41

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.

Best practices 104

Best practices SaaS Journey mapping B2C 104

ClientSuccess

AUGUST 30, 2018

Notably, Carine Clark , CEO of Banyan , presented at last year’s premier customer success leadership event in Sundance, Utah, and her message was both powerful and practical. Ultimate Guide to SaaS Customer Success Metrics. 6 Customer Engagement Best Practices During the Summer “OOO” Season.

SaaS 40

SaaS Best practices Personalization Metrics 40

Lumoa

FEBRUARY 14, 2024

From lead conversion rates (CVR), click-through rates (CTR), and Net Promoter Scores (NPS), companies use multiple metrics to analyze the effectiveness of their CX strategy. Then, use metrics like churn rate, CSAT, and CVR to gauge which touchpoints are negatively impacting CX.

Customer Experience 83

Customer Experience Chatbots Analytics SaaS 83

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.

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Chief Customer Officer SaaS Education Best practices 70

SmartKarrot

JUNE 4, 2020

Looking for some useful SaaS account management tips? To achieve the following, you must need SaaS account management best practices. Here are 7 such practices that will fetch you a Zero Churn: Discover Account opportunities via Review meetings. Fret no more, we have got you covered. Final Take. Love and Light!

Best practices 10

Best practices SaaS Accountability Management 10

CSM Practice

DECEMBER 19, 2021

Best practices for building a CS tech stack. Answer the following questions and you’d naturally find the best practice that suits your business. . Usually, the SaaS business growth is categorized into 3 phases: . Net retention/gross retention rate is an important metric that you can show as proof. .

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CRM Brand ambassadors Best practices SaaS 98

ChurnZero

JUNE 17, 2022

To share how to choose, track, and act on effective onboarding metrics, ChurnZero Customer Success Enablement Team Lead Bree Pecci joined CSM Practice for a drill-down into customer-centric onboarding. Onboarding metrics serve two main purposes. Basing onboarding metrics on your internal operations can produce false positives.

Metrics 98

Metrics SaaS Surveys Self service 98

SmartKarrot

JUNE 23, 2022

To help you better, we will present to you some of the top 10 NPS survey best practices for customer success managers. The Net Promoter Score (NPS) is a metric for determining a company’s customer satisfaction, loyalty, and enthusiasm. Top 10 NPS Survey Best Practices for Customer Success Managers.

Best practices 10

Best practices Surveys Management B2B 10

ChurnZero

JUNE 12, 2020

SaaS businesses typically begin to invest in Customer Success Operations when they reach around $10 million in revenue. Oracle’s GVP of Customer Success & Renewals Catherine Blackmore shares best practices from their Senior Director of Customer Success Operations Mitchell Flinn in her article The Operations of Customer Success.

SaaS 80

SaaS Metrics Customer retention Analytics 80

JustCall

MARCH 9, 2023

While your call agents strive for favorable first-call resolution metrics, your business should focus on providing them with the right customer contact center software that lets them do their job well. Let’s take a look at the top 10 inbound call center software that can help your business get all its metrics in the right place.

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Contact center software Contact Center call center software contact center solutions 52

CustomerSuccessBox

MAY 31, 2021

With that said, let’s look at the answer to the most fundamental question, as to how many Success managers should a SaaS company really need? And to understand how to enhance Customer Success Management, check out this article on 5 Best Practices to Enhance your Customer Success Management. Onboarding Customers.

Management 52

Management SaaS Customer advocacy Accountability 52

ClientSuccess

OCTOBER 26, 2020

As your SaaS business grows, you’ll need to establish processes to ensure existing customer revenue and growth are achieved. it’s important to have documented steps of what is needed from each individual participating – both for those leading the customer success QBR as well as those presenting. What reports should be pulled?

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SaaS Coaching Metrics Sales 74

Totango

APRIL 24, 2020

Rather, customer retention for SaaS enterprises is a result of the customer experience. As dependable and recurring renewal is crucial to the growth of our own enterprise, it is vital that we understand customer retention best practices must be implemented at every stage of the customer journey and reinforced by every engagement we undertake.

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Best practices Customer retention SaaS Enterprise 83

ProProfs Blog

NOVEMBER 9, 2021

A common picture of the present time) – Most companies take customer satisfaction seriously but unfortunately, not everyone is successful. Customer Satisfaction is a metric used to measure the happiness of customers after using your products and services. What do want to achieve via customer satisfaction metrics? .

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Surveys Feedback Metrics Customer retention 146

aircall

SEPTEMBER 15, 2021

The mantra of this book underpins the success of all the sales theory that follows on this list; a focus on training yourself into a happy and optimistic state so you can make the most of every opportunity that might present itself. . The most comprehensive and practical breakdown of the moving parts that make up a SaaS sales organisation.

Sales 62

Sales SaaS Best practices Metrics 62

Callminer

AUGUST 1, 2017

Metrics, Measure, and Monitor – Make sure your metrics and associated goals are clear and concise while aligning with efficiency and effectiveness. Make each metric public and ensure everyone knows why that metric is measured. Jeff Greenfield is the co-founder and chief operating officer of C3 Metrics.

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Contact Center Call Center Average Handle Time Real estate 334

CSM Practice

JANUARY 13, 2021

In the SaaS world, where revenue generation and business growth depends on the customer’s decision to renew, the customer renewal process demands even more attention. Despite the obvious advantages of mastering and scaling the renewal process as SaaS companies grow, renewals still pose a big challenge for most. Best practices.

SaaS 98

SaaS Customer centricity Accountability Education 98

Amity

APRIL 25, 2016

Follow her weekly blog posts on Customer Success best practices. Director of Customer Success Education - CSM Practice. Dan is a recognized domain expert in Customer Success especially in a startup environment and in SaaS. He believe cloud computing enables SaaS which enables affordable and improved services for people.

SaaS 96

SaaS Chief Customer Officer Consulting Consulting 96

CustomerSuccessBox

JANUARY 4, 2022

For a foolproof plan, it is important to adhere to some of the best practices that ensure an effective QBR. Present the right data and value that you delivered. Be prepared with the presentation and all the relevant information that needs to be shown to the customer. Present the QBR from the customer’s point of view.

Best practices 52

Best practices Construction Upselling SaaS 52

ClientSuccess

JULY 12, 2017

Watch the video of Stacey’s presentation below: Stacey sat down with Dave Blake, Founder & CEO of ClientSuccess, for a 1:1 conversation on her story of success in the venture capital world and how she views customer success from this unique perspective. 3 Reasons Why Hubspot, Ominture, and ExactTarget Had SaaS Success.

SaaS 40

SaaS Metrics Benchmark Best practices 40

ChurnZero

JUNE 17, 2022

To share how to choose, track, and act on effective onboarding metrics, ChurnZero Customer Success Enablement Team Lead Bree Pecci joined CSM Practice for a drill-down into customer-centric onboarding. Onboarding metrics serve two main purposes. Basing onboarding metrics on your internal operations can produce false positives.

Metrics 52

Metrics SaaS Surveys Self service 52