TeleDirect

JULY 7, 2025

SaaS & Technology: Provide technical support during product launches, outages, or software updates. Insurance: Support claims processing, policy inquiries, and renewals during catastrophic events. Travel & Hospitality: Handle booking surges, cancellations, and customer service during high seasons.

outsourcing 62

outsourcing Call Center call center solutions Agent burnout 62

ChurnZero

MARCH 7, 2025

An active digital customer community is a competitive advantage for any B2B SaaS company. For B2B SaaS companies, a strong community is a key component to building great customer relationships. Additionally, 60% have solved a problem through a digital community, and 78% have engaged directly with brands at least once per quarter.

SaaS 52

SaaS Gamification B2B Metrics 52

Cincom

FEBRUARY 14, 2025

Align subscription-based or usage-based pricing models with long-term revenue strategies for SaaS or service-driven businesses. Without a structured approach, they risk suboptimal recommendations, longer sales cycles, and missed upsell opportunities.

Best practices 40

Best practices Sales CRM Finance 40

ChurnZero

FEBRUARY 7, 2025

Upselling opportunities Using CRM data, CS teams can identify upselling or cross-selling opportunities, which the CSP supports with targeted communication, ensuring the right message reaches the customer at the right time. Real-world example:Consider a SaaS company using Zoho CRM and ChurnZero to manage their customer relationships.

CRM 59

CRM Upselling Best practices Analytics 59

Interaction Metrics

MAY 19, 2025

Customer-Led Growth : Word-of-mouth, upsell potential, and brand loyalty are all byproducts of memorable experiencesrooted in a deep understanding of customer needs. Use Case: A SaaS firm watches users try to complete a task inside its dashboard and realizes that poor labeling is causing repeated drop-off. #5.

B2B 62

B2B Customer Experience Journey mapping Surveys 62

Interaction Metrics

APRIL 17, 2025

While we are not a software (Saas) company like Qualtrics, were the best alternative in that we already license Qualtrics and other software. Features & Usability CustomerGauge uses Account Experience to tie CX data to upsells, referrals, and churn reduction. It offers account tracking and a high support rating on G2 (9.6

Surveys 48

Surveys B2B Enterprise Analytics 48

Totango

OCTOBER 30, 2024

For years, attainment was the sexiest word in SaaS. With seemingly never-ending growth capital, organizational leaders focused almost exclusively on getting new customers—retention, upsell, and expansion would be handled by Customer Success. But then the ground shifted from underneath. Notice a trend?

Upselling 62

Upselling Sales Accountability SaaS 62

Cincom

MARCH 2, 2025

Retention Stage: Personalized Renewals and Upselling Opportunities Customer retention is just as important as acquiring new customers. CPQ not only enhances the initial purchase experience but also supports renewals, upsells, and long-term customer engagement. 4- How does CPQ impact customer satisfaction?

B2B 40

B2B B2C Upselling CRM 40

ChurnZero

MAY 23, 2025

Why it matters : NRR is the single most important metric for SaaS companies, especially in the eyes of investors and acquirers. For the CRO : Pair LTV with CAC and you unlock one of the most important efficiency ratios in SaaS. 1: Net revenue retention (NRR): your valuation growth engine.

Metrics 52

Metrics Marketing SaaS Sales 52

Cincom

MARCH 17, 2025

Offering good-better-best options, add-ons, or bundles provides flexibility while creating upsell opportunities and maximizing revenue. Enhances upselling opportunities by offering premium tiers. Best For: SaaS (Software as a Service) businesses, subscription-based services, and bundled product offerings.

Sales 40

Sales CRM Finance Upselling 40

ShepHyken

SEPTEMBER 24, 2021

SaaS has changed the traditional sales rules. With SaaS, purchases are mainly cloud-based with major demand. Due to this, competition is fierce as many SaaS companies are highly vulnerable to churn if they are not satisfying their customer base.? Marketing, in general, is becoming more expensive and prospecting is becoming harder.

SaaS 402

SaaS Sales Customer Experience Upselling 402

Cincom

APRIL 22, 2025

Strategic Upselling and Cross-selling These strategies focus on expanding revenue from existing customers by selling them additional or complementary products and services (cross-selling) or higher-tier versions of what they already have (upselling). The best sales strategies dont just win deals; they also scale growth.

Sales 40

Sales Upselling Engineering Outbound sales 40

ShepHyken

AUGUST 24, 2021

Shep Hyken interviews Philipp Wolf, CEO of Custify , a company that helps SaaS businesses deliver great results for customers. Quotes: “Customer success not only provides a great customer experience, it also helps companies save time and make the next upsell or cross-sell opportunity happen naturally.”

SaaS 370

SaaS Upselling Customer retention Feedback 370

ProProfs Blog

JANUARY 17, 2020

That you bought a SaaS product and then completely forget that it exists? . The SaaS customer lifecycle is something that is continuously growing and ever-evolving. . But, what exactly is this SaaS customer lifecycle? What is SaaS Customer Lifecycle. A clear indicator that the SaaS market is on the rise.

SaaS 161

SaaS Sales Marketing Upselling 161

ChurnZero

OCTOBER 16, 2020

Whether Customer Success or Sales should own the renewal, expansion, and upsell is a hot-button issue in today’s SaaS sphere. As such, we decided to tap industry experts for a verbal duel on the subject where the winners take home the esteemed (and priceless) prize of bragging rights and SaaS street cred. You need specialists.

Upselling 98

Upselling SaaS Sales Accountability 98

Totango

JULY 1, 2022

For B2B SaaS companies, customer loyalty drives subscription renewals and brand advocacy, making it a critical component of a profitable business model. This blog will look at why customer loyalty is vital for B2B SaaS businesses and how successful companies effectively cultivate it. First, we’ll discuss what customer loyalty is.

B2B 114

B2B SaaS B2C Upselling 114

CSM Practice

AUGUST 3, 2020

In whatever situation, the question “Who should own the renewals and upsells?” Before diving into the question, let’s find out who’s doing the renewals and upsells process? And if in order to maximize value to the customers, I need to tweak the contract, add capabilities, upsell certain products, etc.”. Type of Upsell.

Upselling 98

Upselling Sales Chief Customer Officer SaaS 98

Totango

FEBRUARY 23, 2022

Your SaaS customer journey map lays out optimized outcomes that lead to customer renewals, upsells, and referrals. First, we’ll define what a SaaS customer journey is, break it down into stages, and explain why mapping it out is important. What Is a SaaS Customer Journey? What Are the Stages in a SaaS Customer Journey?

SaaS 117

SaaS Journey mapping Upselling Best practices 117

ProProfs Blog

APRIL 12, 2019

More so for Software-as-a-Service (SaaS) companies since acquiring new customers on a B2B level is much more difficult. This makes customer retention a necessity for SaaS-based companies. Churn rate is a key metric that needs to be evaluated by all SaaS-based organizations. A high churn rate is quite alarming for a SaaS company.

SaaS 120

SaaS Customer retention Surveys Morale 120

ChurnZero

JANUARY 20, 2021

PieSync is a SaaS business that offers solutions to synchronize cloud applications. Like many B2B SaaS businesses, happy customers are at the core of PieSync’s success. The company’s story illustrates an important lesson for any SaaS business looking to scale: Customer Success is a significant factor in supporting SaaS growth.

SaaS 98

SaaS Upselling B2B Metrics 98

Totango

JUNE 24, 2022

Customer success in SaaS differs from CS in other industries. Read on to learn the keys to effective customer success for SaaS clients. Read on to learn the keys to effective customer success for SaaS clients. How Is Customer Success for SaaS Different from Other Businesses.

Best practices 109

Best practices SaaS Journey mapping B2C 109

Totango

AUGUST 25, 2022

Six Customer Engagement SaaS Strategies That Work. For software service providers, customer engagement SaaS strategies play a central role in a successful business model. In this article, we’ll offer some tips for a winning customer engagement SaaS strategy. Next, we’ll share six keys to effective SaaS customer engagement.

SaaS 103

SaaS Upselling Metrics Journey mapping 103

Satrix Solutions

AUGUST 25, 2020

Driving revenue can take on many shapes and forms, with upselling to existing customers being an important contributor to growing profits. The main draw for upselling to existing customers is that it provides a new revenue stream with no (or minimal) additional customer acquisition cost (CAC) that obtaining new accounts require.

Upselling 78

Upselling SaaS Sales Consulting 78

Totango

SEPTEMBER 29, 2020

It is the sum of the profit you make from your customers over time, rather than any single sales event, and it is the most accurate method of anticipating revenue in a customer-centric, Software-as-a-Service (SaaS) environment. Customer Lifetime Value SaaS Equation. Maximizing Customer Lifetime Value in SaaS.

SaaS 110

SaaS Enterprise Metrics Upselling 110

ChurnZero

JANUARY 10, 2022

SaaS customer onboarding makes or breaks your customer retention. For this reason, unlocking the optimal SaaS customer onboarding experience is invaluable. Read our guide here for the 8 SaaS onboarding best practices to step up your onboarding experience. Work Cross-Functionally During SaaS Customer Onboarding.

Best practices 98

Best practices SaaS Metrics Upselling 98

ShepHyken

FEBRUARY 26, 2021

This will improve customer experience and result in better upselling and conversions. Jyothi Tulasi is tech-savvy and proficient in technical SEO optimization for various SaaS products. While aligning customer journey with affiliate marketing, you combine a few channels to give a common message. Monitor results.

Marketing 318

Marketing Journey mapping Upselling Advertising 318

Totango

DECEMBER 29, 2021

This promotes customer satisfaction, benefiting your clients and bringing your business higher retention rates and upsell revenue. A customer-centric product roadmap meets the needs of today’s digital-driven SaaS market. Today’s SaaS customer makes purchasing decisions based on their digital experience of your brand.

Customer centricity 104

Customer centricity SaaS Upselling Metrics 104

CustomerSuccessBox

APRIL 27, 2022

Upselling is crucial for any B2B SaaS business. So, having B2B SaaS upselling strategies is vital for your business growth. If yes, then it might be time to set the ball rolling for an ‘Upsell’ conversation. Putting an upsell plan in place, knowing the strategies, etc. Cross-sell vs Upsell.

Upselling 52

Upselling B2B SaaS Feedback 52

Totango

FEBRUARY 7, 2019

You should adopt a “time invested equals benefits gained” approach with your SaaS renewal best practices. The Top 5 SaaS Renewal Best Practices. We’ve gathered 5 of our favorite SaaS renewal best practices to help you remove the stress from your retention process: Define your customer. Automate renewals and upsells.

Best practices 82

Best practices SaaS Customer retention Upselling 82

CustomerSuccessBox

APRIL 7, 2022

It’s undeniable that the SaaS model works differently and attracts revenue on a monthly or annual basis, unlike the on-premise software that deals with one-time payments. But with effective customer success, it’s possible to attain those extra gains from the SaaS revenue model. Stay tuned and read on to incur extra SaaS revenue.

SaaS 98

SaaS Benchmark Upselling Metrics 98

ChurnZero

JULY 29, 2022

With the rise of the SaaS model, retention has dethroned acquisition as the primary means to achieve long-term growth and high valuation. I’ve seen how it can help SaaS leaders unlock increased customer value attainment, higher net revenue retention (NRR) and accelerated product-led growth. SaaS companies operate on subscription terms.

SaaS 98

SaaS Customer centricity Upselling B2B 98

CSM Practice

MAY 13, 2020

CSM Practice conducted a weekly survey to observe potential improvements with how the crisis impacted SaaS companies and customer success management teams. Our COVID-19 survey also focused on uncovering SaaS companies’ plans for returning to working in the office. Renewals and Upsell Deals. Renewals and Upsell Deals.

SaaS 83

SaaS Surveys Upselling Customer retention 83

Nicereply

NOVEMBER 21, 2022

Considering that the SaaS industry is a competitive one, customer retention is crucial. Why is Customer Retention Critical for SaaS? However, it’s important, especially for SaaS businesses, to focus on retaining more customers rather than constantly acquiring new customers. Customer churn is inevitable. How to Calculate CRR?

Customer retention 98

Customer retention SaaS Upselling Analytics 98

Totango

SEPTEMBER 20, 2022

Customer Enablement Essentials: What B2B and SaaS Brands Need to Know. This helps deliver more satisfying customer experiences , promoting customer renewals and referrals, which are critical to B2B SaaS businesses. Offering customized upsells geared toward customer needs and product usage patterns.

B2B 88

B2B SaaS Education Brand ambassadors 88

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

MARCH 18, 2022

With so many SaaS metrics floating around, and even more opinions on when and how to use them, it can be hard to know if you’re measuring what really matters. Leading SaaS expert, Dave Kellogg, and ChurnZero CEO, You Mon Tsang, sat down to answer all the questions you want to know about SaaS metrics like ARR, NRR, GRR, LTV, and CAC (i.e.,

SaaS 98

SaaS Metrics Surveys Enterprise 98

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