Totango

AUGUST 23, 2022

B2B Customer Journey Touchpoints: A Guide for CS Teams. B2B customer journey touchpoints mark the roadmap toward successful outcomes for clients and CS teams. In this way, customer journey B2B touchpoints serve as a powerful tool for increasing the effectiveness of your customer success strategy. Making upsell offers.

B2B 117

B2B Journey mapping SaaS Engineering 117

CustomerSuccessBox

JANUARY 24, 2019

Customer Success is a new phenomenon and so, several companies club it with customer support. They feel that customer success is an extension to customer support. All the functions post sales have gained importance in the subscription economy as now the power is in the hands of the customers.

Customer Support 67

Customer Support Upselling SaaS Transportation 67

ClientSuccess

APRIL 13, 2017

Importance of Aligning Customer Success & Customer Support. Perhaps the most critical alignment in an entire organization is that of customer success and customer support. Customers are the lifeblood of an organization and are the sole reason for company growth, expansion, and revenue—year after year.

Customer Support 41

Customer Support SaaS Upselling B2B 41

CustomerSuccessBox

JUNE 24, 2022

Every SaaS business lives and breathes by reducing churn and increasing recurring revenue. Monthly Recurring Revenue is a SaaS metric that you should be tracking in order to see where your SaaS business stands. This blog focuses on the excellent customer success techniques that will help you improve your recurring revenue.

Upselling 52

Upselling SaaS Customer advocacy Metrics 52

CSM Magazine

DECEMBER 6, 2023

Customer Success Training Importance Customer success training is the process of equipping employees with the necessary skills to provide high-quality customer service throughout the consumer’s interaction with the brand. It also ensures employees know how to engage with customers in a way that meets their needs and beyond.

Upselling 52

Upselling SaaS Advertising Marketing 52

CSM Magazine

JULY 22, 2021

Today’s customers want to be spoken with and expect the brands they engage with to facilitate this conversation and engage them effectively. But not only has the face of the customer evolved over time, so too has the shape of the business world. B2Bs in the SaaS space today strive for agile growth.

Advertising 98

Advertising SaaS B2C Engineering 98

CustomerSuccessBox

MAY 9, 2022

Doing business while keeping a pleasant client relationship has become exceedingly challenging in today’s hyper-competitive SaaS industry. The pros (new customer ARR, upsells) and cons (no new customer ARR, no upsells) should be highlighted on this Customer Success dashboard (downgrades and churn).

Metrics 52

Metrics Upselling Customer advocacy CRM 52

Totango

SEPTEMBER 13, 2022

A customer success playbook maps out a game plan you can use to automate successful outcomes for your clients. 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 Is a Customer Success Playbook? Onboarding.

SaaS 88

SaaS Upselling Best practices Customer retention 88

Totango

MAY 10, 2022

A customer engagement strategy is critical for retaining and growing SaaS clients. In this blog, we’ll look at the essentials of a customer engagement strategy, particularly how to use it to engage enterprise clients. What Is a Customer Engagement Strategy? Trials of upsell products.

Journey mapping 77

Journey mapping SaaS Enterprise B2B 77

Totango

APRIL 30, 2021

Comparing the cost of customer retention versus customer acquisition underscores why retaining clients is so important. Here’s how to calculate both kinds of costs and why retention should form part of a profitable business strategy. Calculating the Cost of Customer Acquisition. Customer support for sales transactions.

Customer retention 63

Customer retention Advertising Engineering Upselling 63

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. You need to clearly demonstrate the ins and outs of your software to ensure your customers know how to use it and how to employ it effectively in the pursuit of their enterprise’s unique needs and goals.

Journey mapping 94

Journey mapping SaaS Upselling Enterprise 94

ChurnZero

FEBRUARY 23, 2023

There are two primary reasons why: First, you need to retain customers to simply “keep the lights on” so to speak. Second, growth during times of uncertainty is most likely to come from cross-selling and upselling. This means a customer’s experience during onboarding can have a lasting impact on the relationship you build.

Management 52

Management Customer retention Upselling Chief Customer Officer 52

ChurnZero

FEBRUARY 23, 2023

There are two primary reasons why: First, you need to retain customers to simply “keep the lights on” so to speak. Second, growth during times of uncertainty is most likely to come from cross-selling and upselling. This means a customer’s experience during onboarding can have a lasting impact on the relationship you build.

Management 52

Management Customer retention Upselling Chief Customer Officer 52

ChurnZero

FEBRUARY 9, 2021

This course gives organizations a resource to plan their entire customer service program, and create maps that reflect each of the customer’s touchpoints with your company. Course Description: Customer success is a new field that goes beyond the more traditional sales, marketing, and customer support.

Journey mapping 98

Journey mapping Best practices Consulting Consulting 98

CustomerSuccessBox

MAY 26, 2021

If you start looking online for a Customer Success Platform or a solution you’ll most likely come across a lot of discussion about “B2B SaaS, which might cause you to wonder if Customer Success software is only for Subscription-based, B2B companies. What is Customer Success? That’s just partially true.

SaaS 52

SaaS B2B Upselling Customer Support 52

Amity

AUGUST 17, 2017

A few things to think through are: Is this product something that you can see yourself supporting, advocating for, and working with on a day to day basis? Most SaaS tools have a free trial. Step 4: Customer Success, Customer Support, and Account Management. How did you approach that?

Upselling 69

Upselling industry standards SaaS Accountability 69

Amity

AUGUST 17, 2017

A few things to think through are: Is this product something that you can see yourself supporting, advocating for, and working with on a day to day basis? Most SaaS tools have a free trial. Step 4: Customer Success, Customer Support, and Account Management. How did you approach that?

Upselling 61

Upselling industry standards SaaS Accountability 61

Totango

JUNE 4, 2021

Use These Great Customer Engagement Ideas to Increase Retention. Here are seven great customer engagement ideas you can easily put into practice. We’ll show you how to multiply opportunities for engagement through strategies such as personalization, in-app messaging, customized promotions and loyalty programs.

B2C 62

B2C Upselling Journey mapping B2B 62

ChurnZero

AUGUST 14, 2020

Use these data fields to create segments, trigger alerts, run automated playbooks, send NPS campaigns, manage customer journeys, and calculate ChurnScores. Customer Support/Service Software and Ticketing Systems. What is customer support software? Customer Support/Service or IT Operations.

CRM 87

CRM Finance Upselling Accountability 87

Mindtouch

OCTOBER 23, 2017

The customer support field has undergone a renaissance during the last five years. A flood of technological innovation has improved support experiences to bolster renewal rates and customer loyalty. As such, there’s been a perfect storm of market forces driving growth in self-service support. Why Customer Support?

Self service 65

Self service Upselling SaaS Customer Support 65

Totango

OCTOBER 20, 2022

Let’s start by defining what a customer success manager does so we have a clear CSM meaning in mind. A customer success manager helps customers continually see value in your product by helping them discover new features and teaching them how to use your product to their maximum benefit. Problem-Solving.

Management 92

Management Upselling Coaching Best practices 92

inSided

JUNE 21, 2019

Over the past year we’ve talked to over 30 Customer Success Management (CSM) leaders in the B2B SaaS space. We’ve gained firsthand insights into the most pressing pain points in Customer Success (CS), pinpointed the differences in Customer Success strategies and pondered the future landscape of this rapidly-evolving industry.

B2B 40

B2B Upselling SaaS Accountability 40

ChurnZero

FEBRUARY 9, 2021

This course gives organizations a resource to plan their entire customer service program, and create maps that reflect each of the customer’s touchpoints with your company. Course Description: Customer success is a new field that goes beyond the more traditional sales, marketing, and customer support.

Journey mapping 52

Journey mapping Best practices Consulting Consulting 52

JustCall

APRIL 3, 2023

Did you know that when it comes to SaaS customer success, acquiring a new customer can cost 4 to 5x more than retaining an existing one? Naturally, businesses will want to rely on customer loyalty for sustainable growth and profitability. This is where customer success comes in.

Upselling 52

Upselling Metrics Best practices Customer centricity 52

ChurnZero

AUGUST 11, 2020

Did you know that 60% of SaaS companies reported a negative impact on customer retention and upsell deals due to the pandemic? Customer retention, along with new customer acquisition, has been challenging for most companies when the pandemic hit. Update Customer Knowledge Bases. This is shocking.

Customer retention 97

Customer retention Chief Customer Officer SaaS Accountability 97

ChurnZero

NOVEMBER 1, 2019

And when a customer is acquired you often don’t know how it will affect your relationship with them. Will it lead to upsell? Lucas Farley, Customer Success Manager. Scott chose Manic because, as part of our Support team, he knows the haunting feeling of an all-over-the-place customer who you need to reel in.

Chief Customer Officer 40

Chief Customer Officer SaaS Upselling Customer Support 40

SmartKarrot

JUNE 16, 2020

A list of Top 8 SaaS Account Management Best Practices to help you grow your existing accounts and increase revenue. #1 2 Focus on Customer Success. 6 Soft Upsell & CrossSell. Generating leads inside the customer account is a core skillset of the Key Account Manager (KAM). 1 Define Key or Strategic Accounts.

Best practices 10

Best practices SaaS Accountability Management 10

SmartKarrot

JULY 17, 2020

In any SaaS organization, there are many metrics they consider to measure their business growth. One such metric that is widely used in SaaS companies is customer lifetime value. There are many areas of generating revenue for a SaaS business through its customers. Not all customers are the same.

SaaS 10

SaaS Feedback Metrics Surveys 10

Totango

FEBRUARY 10, 2021

Lead conversion: the decision-making process which converts a prospect into a buyer (such as signing up for a free trial of a SaaS product). Onboarding: actions your customer takes after purchase to become an active user of your product or service (such as activating their SaaS account and setting up their profile).

Customer retention 86

Customer retention Journey mapping Benchmark SaaS 86

CSM Practice

APRIL 13, 2021

As a customer success manager, you have to connect with your customer over their triumphs and frustrations to develop a long-term relationship. Customer success managers often encounter obstacles and pressure in retaining and keeping numerous accounts. How to ensure that customers receive proper guidance?

Management 52

Management Customer retention Upselling Accountability 52

SmartKarrot

JULY 29, 2020

Even if the customers would return to the same brand for buying another product, that represented a very small percentage of the company’s overall customer base. Specially in the SaaS industry, where upfront payment has reduced to a minimal amount, customers are more free to reexamine their choice of product at any given time.

SaaS 10

SaaS Customer retention Upselling Feedback 10

Totango

AUGUST 11, 2022

Learn How to Build Client Relationships Digitally: 14 Proven Tactics. Knowing how to build client relationships digitally is critical for SaaS businesses. Most interactions with your SaaS customers are digital, making handling these opportunities decisive for customer satisfaction, loyalty, repeat business and referrals.

SaaS 107

SaaS Journey mapping B2B Feedback 107

ChurnZero

JULY 19, 2019

CSM Confidential – Part 1: Difficult Customer Conversations . . Being a Customer Success Manager is difficult enough. . Based upon the premise that customer support should be more proactive than reactive, the value of Customer Success cannot be understated. Implementation Specialist for SaaS Startup . ? .

SaaS 56

SaaS B2B Sales Accountability 56

ChurnZero

SEPTEMBER 6, 2019

Being a Customer Success Manager is difficult enough. . Based upon the premise that customer support should be more proactive than reactive, the value of CS cannot be understated. Implementation Specialist , SaaS Startup . . Sales and Marketing Have Their Own Budgets… How the Heck Do We Get One? . .

Upselling 49

Upselling Sales Accountability SaaS 49

SmartKarrot

MARCH 9, 2022

In recent times, there has been a growing emphasis on adopting a product-led approach, especially in the Software-as-a-Service (SaaS) market. In this article, we have discussed how to move from a sales-led mindset to a product-led one. Increase in upselling and retention. Let’s start with discussing what product-led means.

Sales 10

Sales B2C SaaS Education 10

Comm100

APRIL 27, 2020

Anna types ‘Billing’ and is automatically routed to Lucas, a customer support agent who is trained at addressing billing enquiries. Recommended for you: Customer Engagement 2020: Why the Digital Journey Changes Everything and How to Keep Up. Customer status. Which customer is contacting you?

Automotive 59

Automotive CRM Upselling Customer centricity 59

SmartKarrot

MARCH 31, 2022

Well, that is how startups and SaaS companies feel when they do not take customer success seriously. To grow a SaaS company, it is important to communicate and engage with customers as much as possible. Customer success needs to curate a good customer experience to retain customers for a long-term commitment.

SaaS 10

SaaS Sales Feedback Upselling 10