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

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

ShepHyken

SEPTEMBER 4, 2023

Finally, he presents the concept of “customer Service as an Experience.” 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

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 64

SaaS Calibration Enterprise Customer retention 64

Calabrio

FEBRUARY 11, 2020

We’re often asked what makes Calabrio a top workplace for Minnesota’s sharp, inventive Software-as-a-Service (SaaS) developers—what really sets us apart from all of the other SaaS technology companies in the state. So if you’re a smart, curious SaaS developer who wants to work with the best, we want to talk with you.

SaaS 52

SaaS Analytics Customer centricity Engineering 52

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

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. Customer renewal success is critical for SaaS enterprises. Building SaaS Customer Loyalty Focused on Mutual Growth. A rapid onboarding process is your first chance to impress.

SaaS 74

SaaS Enterprise Customer retention Upselling 74

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. Related reading: Key SaaS and Customer Success metrics you should care about – What’s a good CAC? It means one train can hide another.

SaaS 98

SaaS Benchmark Metrics Consulting 98

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). The book lays out some of the best practices for maintaining credibility for the Net Promoter System. The Earned Growth Rate.

Airlines 274

Airlines Metrics Accountability SaaS 274

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

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. Related: Which Customer Success best practices should you keep or let go in 2023?

SaaS 98

SaaS Metrics Best practices Benchmark 98

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 102

Best practices SaaS Journey mapping B2C 102

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.

SaaS 91

SaaS Customer retention Best practices Telecommunications 91

ChurnZero

APRIL 18, 2024

Resources to dig deeper: 8 SaaS Onboarding Best Practices , How to Streamline Onboarding to Reduce Churn (webinar). Consider these three high touch + automation combos to test and apply: 1: Onboarding Analog / High-touch: Schedule and conduct a new customer welcome call. Want to find out more about digital customer success?

Journey mapping 52

Journey mapping SaaS Metrics Engineering 52

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

CustomerSuccessBox

JUNE 8, 2022

The following is the list of curated readings that will add value to your SaaS business if implemented efficiently. Read this blog further to know more about the best practices for building a CS tech stack, and more. How to get your Customer Success Tech Stack in Order. But quantifying and proving the same is not easy.

SaaS 52

SaaS Best practices Accountability 52

CustomerSuccessBox

JUNE 8, 2022

The following is the list of curated readings that will add value to your SaaS business if implemented efficiently. Read this blog further to know more about the best practices for building a CS tech stack, and more. How to get your Customer Success Tech Stack in Order. But quantifying and proving the same is not easy.

SaaS 52

SaaS Best practices Accountability 52

Totango

MARCH 26, 2021

Some information is out-of-date, while some presentations give a partial perspective on the customer lifecycle. 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.

SaaS 66

SaaS Best practices Upselling Education 66

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

Totango

SEPTEMBER 6, 2022

For a SaaS company, an excellent QBR strategy can help you ensure you’re providing a product experience that will make customers want to renew their subscription during renewal time. In this article, we’ll cover the essentials of QBRs and how to make them work for your SaaS business. What Makes a Great QBR?

SaaS 105

SaaS Technical Support Benchmark Accountability 105

CustomerSuccessBox

AUGUST 23, 2021

This 4 day conference brings together leaders from product management, creative SaaS marketing and startup founders. With more than 70,000 attendees from sales, marketing and service fields, it presents a vast opportunity for individuals and teams to network in person as well as online. Customer Engagement Summit.

SaaS 52

SaaS Education Best practices Marketing 52

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. Top 10 NPS Survey Best Practices for Customer Success Managers. Let us find that out through the NPS Survey best practices for CSMs. What is NPS? Read the sentence twice. More inside.

Best practices 10

Best practices Surveys Management B2B 10

Totango

MARCH 24, 2022

It was refreshing to reconnect with our customers and peers in the customer success community and inspire businesses across the globe with purposeful presentations and product demonstrations, meaningful conversations and fun social interactions. Carlos Quezada, Head of Customer Success and SaaS Operations, HPE. Amanda Kleha,CCO, Figma.

Engineering 91

Engineering SaaS Best practices Enterprise 91

ClientSuccess

JULY 13, 2021

Modern CSMs working in the SaaS industry wear a lot of hats – and we mean a lot. Every day, SaaS organizations make announcements about new product features, issues, alerts, and platform ideas. The best CSMs take in all of this information with their customers in mind. Monitor your language and how you present issues. .

Accountability 52

Accountability SaaS Upselling Best practices 52

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.

Best practices 83

Best practices Customer retention SaaS Enterprise 83

SmartKarrot

FEBRUARY 17, 2022

The SaaS business landscape is changing and expanding. There are multiple forms of content in SaaS, and one that has catapulted to public attention is podcasts. Some amazing SaaS podcasts that create content around such businesses. Some amazing SaaS podcasts that create content around such businesses. SaaS Sessions.

SaaS 10

SaaS Best practices Coaching Marketing 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: . Present quantitative data. The most important part of the stack is a CS tool or software.

CRM 98

CRM Brand ambassadors Best practices SaaS 98

Totango

OCTOBER 20, 2022

We’ll cover these below, along with five best practices to follow when bringing a new customer success manager aboard your team. Customer success managers are critical at SaaS companies, where they help deliver results that promote subscription renewals and upsells. What Is a Customer Success Manager (CSM)?

Management 90

Management Upselling Coaching Best practices 90

Customer Service Life

NOVEMBER 15, 2020

My first job out of college was as a frontline agent in the contact center for a SaaS startup — and over the next 15 years, I grew into a director role. But things have changed and I now find myself back in a contact center leadership role at a SaaS startup, and I’m now looking to execute on many of the lessons learned and shared.

Contact Center 92

Contact Center Engineering Calibration Coaching 92

SmartKarrot

MAY 20, 2021

This blog will sail through what is meant by omnichannel customer experience, its top benefits, and best practices too. Just like the word suggests, omnichannel starts with being present and accessible to the customers so that they engage with you seamlessly. Best Practices for Omnichannel Customer Experience.

Best practices 11

Best practices Customer Experience SaaS Accountability 11

Lumoa

FEBRUARY 14, 2024

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. With that said, there are best practices in the CX industry that you should consider when developing a strategy for your own business.

Customer Experience 83

Customer Experience Chatbots Analytics SaaS 83

ClientSuccess

MARCH 13, 2020

This post is a change from our normal content on customer success best practices. Like many of you, our original plan was to spend this week hanging out with other customer success, SaaS, and cloud folks at the SaaStr Annual conference. . We’ve seen an amazing outpouring of support from the SaaS community.

SaaS 52

SaaS Enterprise Healthcare Sales 52

ClientSuccess

MARCH 13, 2020

This post is a change from our normal content on customer success best practices. Like many of you, our original plan was to spend this week hanging out with other customer success, SaaS, and cloud folks at the SaaStr Annual conference. . We’ve seen an amazing outpouring of support from the SaaS community.

SaaS 52

SaaS Enterprise Healthcare Sales 52

Calabrio

JANUARY 12, 2020

Jenny helped accelerate Calabrio’s hyper-growth mode while rapidly transitioning it to a Software-as-a-Service (SaaS) business model. She had to do it while also accelerating Calabrio’s transition to a SaaS business model—a decision with significant repercussions on financial forecasting and reporting, and product and business decisions.

SaaS 52

SaaS Finance CRM Best practices 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

ChurnZero

SEPTEMBER 1, 2020

Virtual events present uniquely flexible opportunities for Customer Success professionals to brush up on skills and to learn from peers, albeit from the safety of being behind a webcam. ChurnZero’s very own Bri Adams, Customer Success Team Lead, will be presenting at the event. There is, however, a silver lining.

Journey mapping 98

Journey mapping SaaS Best practices Technology 98