CSM Practice

FEBRUARY 1, 2021

The kickoff meeting is usually the first live interaction Customer Success has with a new customer. If the handoff from sales to customer success is done properly, most of this information will be available to you. This may be found in the company’s CRM tool or on a separate form they complete for the handoff.

Technical Support 76

Technical Support Sales Metrics SaaS 76

CustomerSuccessBox

APRIL 29, 2022

* ABS corp , a B2B SaaS firm acquired as many customers as it wanted. Plan the best SaaS Retention strategies that ensure customers stay with you for long. SaaS retention strategies that work help you turn hard-won consumers into long-term customers, and long-term customers into powerful advocates! Yet, success remained elusive.

SaaS 52

SaaS Customer retention Metrics B2B 52

PeopleMetrics

FEBRUARY 26, 2018

It has become all too common for B2B SaaS companies to survey their customers once a year through a moment-in-time customer relationship survey, with at least one section addressing the ultimate question of Net Promoter Score (NPS). the folks they've endeared themselves to since the start of the sales pursuit. "We We love these guys!".

SaaS 96

SaaS Feedback Surveys B2B 96

JustCall

APRIL 12, 2023

Founded in 2015, Gong is a popular sales intelligence software that provides deep insights into deal progress, pipeline, and market trends. When browsing for an efficient tool, people look for key parameters such as ease of use, time-saving ability, lead qualification features, training and meetings, and so on.

Sales 52

Sales Coaching CRM Contact center software 52

aircall

MARCH 19, 2021

For some businesses, they use this customer data to gain unique insights to improve things like sales performance or the customer experience. Because customer data reveals people’s behaviors, pain points, and preferences, you can also serve existing customers better, by constantly working to address their concerns and meet their needs.

Sales 62

Sales CRM Marketing Best practices 62

Balto

OCTOBER 17, 2023

This means that when you’re creating your marketing campaigns or sales strategy, you’re putting the needs of those people at the forefront of your mind. In this blog, we’ll introduce you to the concept of the Ideal Customer Profile (ICP), why you should care, and how you can leverage Artificial Intelligence (AI) in creating it.

Sales 52

Sales Healthcare Accountability Marketing 52

CrazyCall

AUGUST 16, 2019

One way to expand your knowledge is to listen to the best sales podcasts. To help you become a better salesman , saleswoman, executive, representative, and manager I’ve listed 41 best sales podcasts hosted and recommended by actual sales pros. Ready to level up your sales career? The same goes for salespeople.

Sales 115

Sales B2B Coaching Personalization 115

aircall

JUNE 7, 2021

The best product or service in the world will never get off the ground without a high-performance sales team to close its deals. . Developing a team like that requires you to attract and retain top-level sales talent. That means building the best sales compensation model you can to incentivize your sales professionals.

Sales 62

Sales Finance Accountability Best practices 62

Balto

OCTOBER 17, 2023

This means that when you’re creating your marketing campaigns or sales strategy, you’re putting the needs of those people at the forefront of your mind. In this blog, we’ll introduce you to the concept of the Ideal Customer Profile (ICP), why you should care, and how you can leverage Artificial Intelligence (AI) in creating it.

Sales 52

Sales Healthcare Accountability Marketing 52

CustomerSuccessBox

MAY 6, 2021

Involving early adopters and champions during all status meetings and review sessions during the implementation phase have manyfold benefited-. The integration with the customers’ technology stack (CRM, Support Tool, Billing/Subscription Tool, Analytics tool, etc.) Step 8: Regular Onboarding Business Review Meetings .

Customer retention 52

Customer retention SaaS Calibration Analytics 52

ChurnZero

DECEMBER 27, 2019

I f ChurnZero were to release a greatest hits compilation of our top content, milestones, and life events in 2019, this blog post would be it. With over 70+ published blogs this year, we whittled down our list to the ten most popular posts from the ChurnZero team and friends. . Top 10 Blog Posts from 2019 .

Chief Customer Officer 64

Chief Customer Officer SaaS B2B Best practices 64

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. Customer retention in CRM apps can also support customer success management.

Customer retention 100

Customer retention Upselling CRM SaaS 100

aircall

OCTOBER 25, 2018

Alex has a professional background in creating and leveraging targeted sales enablement content to produce qualified leads and increase sales efficiency. The growing buzz around sales enablement. Up until a few years ago, sales enablement was not a function that warranted any serious attention.

Sales 75

Sales B2B Outbound sales SaaS 75

ClientSuccess

NOVEMBER 24, 2020

While the customer success world (and the larger SaaS economy in general) has experienced its fair share of ups and downs this year, the industry will be even more prepared in the future. . Customer success will go from an important part of the SaaS industry to one of the most critical parts of the industry.

SaaS 113

SaaS Finance Metrics CRM 113

CSM Practice

FEBRUARY 1, 2021

The kickoff meeting is usually the first live interaction Customer Success has with a new customer. If the handoff from sales to customer success is done properly, most of this information will be available to you. This may be found in the company’s CRM tool or on a separate form they complete for the handoff.

Technical Support 40

Technical Support Sales Metrics SaaS 40

ClientSuccess

MAY 8, 2019

I’m excited to continue on with our blog series on customer success metrics. The topic I will cover in this blog is on the top five customer success health metrics. Whereas DAU/MAU ratio measures the frequency of using a SaaS solution, product adoption measures *breadth* and *depth* of using a SaaS solution.

SaaS 59

SaaS Metrics Accountability industry standards 59

CSM Practice

JUNE 4, 2021

For this blog, we interviewed Mike Sasaki , the vice president and global head of Customer Success and Support at Mitek Systems, for his insights on customer success metrics. A high touch customer success model involves frequent touchpoints with customers about the entire SaaS journey, from onboarding to after-sales activities.

SaaS 52

SaaS Upselling Metrics CRM 52

Lumoa

FEBRUARY 14, 2024

It starts even before a consumer has their first interaction with your company and is an ongoing process that continues even after a sale has been made. Adapting your CX to meet these higher expectations can differentiate your brand and the competition. Thanks to its expansive nature, CX strategies are constantly in flux.

Customer Experience 83

Customer Experience Chatbots Analytics SaaS 83

aircall

MAY 3, 2021

A computer telephony integration (CTI) offers your company more functions and capabilities than a simple, on-site customer relationship management system (CRM). Salesforce is a leading CRM , and a Salesforce open CTI is a term that refers to technology that enables Salesforce CRM software to interact with telephones.

voip 62

voip Interactive Voice Response CRM Call Center 62

ChurnZero

FEBRUARY 17, 2022

And the reality is, it doesn’t matter if we are talking about adopting a new email client, a new Customer Success software, a new CRM, a new HR portal—heck, even an unexpected update to your favorite web browser can create adoption paralysis. Trust me on this one, your CRM is not enough. Tip #4 for CSMs: demand visibility.

CRM 98

CRM Chief Customer Officer SaaS Morale 98

JustCall

MARCH 26, 2020

SaaS tools and products simplify and streamline operations for enterprises. On G2, you can find CRMs, contact center infrastructure, sales software, marketing software, and a host of other tools and services. . A range of CRM, helpdesk, sales, and marketing integrations have made the job easier for many JustCall users. .

CRM 59

CRM Enterprise SaaS Contact Center 59

JivoChat

JANUARY 15, 2023

A lead could be anyone who has asked a question about a product on your ecommerce site, to someone who signed up for a demo of your SaaS product. Most live chat tools can also be connected with your CRM system, so you can easily track leads through your sales pipeline and always provide each person with the most relevant buying experience.

Best practices 75

Best practices B2B Sales Multichannel 75

aircall

NOVEMBER 3, 2021

This is especially true in a subscription economy, where the economic value of a customer is realized over time, rather than up-front, at the time of the initial sale. Startups, and especially SaaS startups, are more and more realizing the importance of customer success. Managing pre-sale inquiries. Hubspot CRM.

CRM 62

CRM SaaS Sales Feedback 62

ClientSuccess

SEPTEMBER 30, 2020

For SaaS companies, a Customer Advisory Board (CAB) can become a group of trusted influencers as you build industry thought leadership and relationships. If so, how should your SaaS company start building this group of trusted advisors, and what should it look like? Who are you NOT meeting the needs of today? Social Media.

SaaS 75

SaaS Enterprise Feedback Surveys 75

Hodusoft

MAY 11, 2022

A cloud IP PBX is the latest business communication solution that falls under the category of Software-as-a-Service (Saas). Cloud PBX solutions are a better choice when it comes to meeting business demands for remote and hybrid work models. Hope this blog helps you in making an informed decision on business communication.

voip 98

voip Analytics industry standards Government 98

ClientSuccess

FEBRUARY 1, 2021

Customer success teams with little to no technological support are looking to invest in a solution for the first time, while other teams may be looking to transition from a sales-focused CRM to a more dedicated account management solution. Will this platform help our customers and our CSMs meet both new and long-term goals?

Accountability 104

Accountability SaaS Education CRM 104

ChurnZero

JANUARY 25, 2024

With technology advancing and customer expectations rising, customer success has become an essential force driving business growth and customer loyalty within the SaaS industry. Skillset 1: Sales acumen In 2024, driving revenue is a primary responsibility of CS.

Education 52

Education Upselling Consulting Consulting 52

Totango

OCTOBER 20, 2022

In some companies, customer success managers may play an active role in the sales process, helping sales representatives elicit customer goals and persuade buyers of product benefits. At other companies, CS managers may be assigned to follow up on sales during the customer onboarding phase. Persuasion Skills.

Management 91

Management Upselling Coaching Best practices 91

aircall

FEBRUARY 12, 2021

They’re responsible for managing people, equipment, and technology, and they need to ensure that everything works together in meeting your company’s goals and objectives. . Sales operations and support operations fall under the overall responsibility of your operations leader. . What Is Sales Operations?

Call Center 62

Call Center CRM Analytics Coaching 62

ClientSuccess

OCTOBER 26, 2020

For sales organizations of all sizes, establishing “checks and balances” to ensure new business growth is incredibly beneficial for executive management. As your SaaS business grows, you’ll need to establish processes to ensure existing customer revenue and growth are achieved. You were just told to “get that renewal”.

SaaS 74

SaaS Coaching Metrics Sales 74

LiveChat

NOVEMBER 13, 2018

If you still wonder how to make a great customer success strategy , read the recent post – Customer Success Management in SaaS – LiveChat Team Strategy. Typical tasks of a customer success manager in SaaS. Constant improvement is a must especially in SaaS industry – you need to have a hand on the pulse.

SaaS 54

SaaS Management Feedback Customer Support 54

Amity

NOVEMBER 11, 2013

In the SaaS industry we transformed the delivery of technology from Hard Offerings to Soft Offerings over a decade ago. Sales Process. This requires dynamic processes tuned to meet the needs, desires, goals and challenges of the individual customer. SaaS is a Soft Offering. The delivery model is pure SaaS.

SaaS 48

SaaS Entertainment Construction CRM 48

JustCall

APRIL 20, 2023

One of the ways in which they do so is by maintaining reliable communications software to: Maintain internal communication Streamline customer queries Therefore, if you’re a business owner, it is important to find the right software that meets your needs and budget.

voip 52

voip CRM call center software Interactive Voice Response 52

ClientSuccess

MAY 11, 2021

Customer success managers working with SaaS products have a lot on their plate. Things like running a customer meeting, escalating support tickets, measuring project plan status, and checking in on NPS are probably on the list. Let’s think about some of the typical to-dos for a CSM on any given day.

CRM 54

CRM Upselling SaaS Metrics 54

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. Renewal Rate.

SaaS 98

SaaS Customer centricity Accountability Education 98

UJET

APRIL 21, 2020

Vasili joins UJET with more than two decades of experience in the contact center, unified communications (UC), telecom, and SaaS industries. I am extremely passionate about customer service and have been in the space for a while leading mostly sales teams and have had stints in running product and engineering.

Contact Center 72

Contact Center SaaS Engineering CRM 72

ChurnZero

FEBRUARY 17, 2022

And the reality is, it doesn’t matter if we are talking about adopting a new email client, a new customer success software, a new CRM, a new HR portal—heck, even an unexpected update to your favorite web browser can create adoption paralysis. Trust me on this one, your CRM is not enough. visibility into Net Revenue Retention (NRR).

CRM 52

CRM Chief Customer Officer SaaS Morale 52