Valuize Consulting

NOVEMBER 5, 2024

Introduction In the fast-paced world of enterprise SaaS, understanding and optimizing the customer journey is pivotal for Customer Success (CS) teams aiming to enhance net dollar retention. Visibility: A common challenge across organizations is the lack of transparency and unified perspectives on the customer journey.

Scale 52

Scale Systems Review Social Media Retention 52

ChurnZero

MARCH 22, 2023

This is a guest article by Kristen Hayer , the founder and CEO of The Success League. They need to make sure they are operating as efficiently as possible to be ready for any kind of financial hit that the business might take. You can’t help any of your customers effectively if you aren’t operating efficiently.

Customer Success 59

Customer Success Headcount Finance Leadership 59

Totango

NOVEMBER 26, 2024

But those are just the inputs to helping team members, like account managers and customer success managers (CSMs), work more quickly and save time. Did AMs or CSMs use the time saved to have more strategic conversations with customers? However, a major theme from the event was somewhat unexpected.

AI 62

AI Revenue ChatGPT Operational efficiency. 62

Frontegg

JUNE 9, 2025

In this article: Benefits of AaaS AaaS offers organizations a cloud-based solution to handle their authentication needs. Designing with scalability supports onboarding of new users, applications, and services, maintaining security integrity and operational efficiency as demand changes.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development Cybersecurity 52

Valuize Consulting

JUNE 9, 2022

Are You Missing The Mark On CS Operations? If you’re a CCO or CRO at a B2B technology company, ask yourself these 3 critical questions: Is your existing Customer Success management team struggling to keep up with your customer’s needs and your business goals? They Optimize The Customer Lifecycle.

Sales Hiring 52

Sales Hiring Customer Success Scale Leadership 52

ChurnZero

OCTOBER 1, 2024

From creating instant emails to summarizing customer accounts in seconds, AI is a dream tool for CSMs. For more on capacity planning and service models, check out this article on how to help CSMs succeed ). What goals would you focus on for your company and team? tip: include the data set). 1: Start broad and refine.

AI Search 52

AI Search AI Customer Success Strategy 52

Valuize Consulting

DECEMBER 22, 2021

If you leverage a value selling framework from the onset of your organization’s relationship with the customer, you will increase Time to Value and product adoption, leading to more satisfied customers and increased Net Dollar Retention for your business. Engage Your Customer Success Organization In The Value Selling Framework.

Customer Success 52

Customer Success Sales Retention Communication 52

InsightSquared

JANUARY 30, 2020

Article orginally published on MarketingProfs. R evenue operations is no doubt among the hottest trends in B2B marketing. Although the concept of revenue operations is fairly new, it is by no means a new function. It’s no longer about the “art of the deal” but instead operational efficiency.

Revenue 77

Revenue B2B Marketing Operational efficiency. 77

SaaStr

AUGUST 7, 2020

We were really impressed with her and she ended up becoming one of your… I kept saying, “You need to hire her,” and she became one of your customer success managers, if I recall. I don’t know if you recall, but we were at dinner one time and there was a waiter that she just blew us away. Trisha Price: Yes.

Payment Solutions 189

Payment Solutions Pricing Payments Payment Services 189

Sales Hacker

FEBRUARY 6, 2023

You can improve ops efficiency During difficult economic times, operational efficiency takes on a special importance. A continuous planning approach leads to dramatic improvements in ops efficiency. These operational efficiencies save the ops team time and money.

Sales Hiring 101

Sales Hiring Software Review Systems Review Operational efficiency. 101

User Pilot

JUNE 22, 2023

You can improve customer satisfaction by taking the time to reduce customer support load, which includes reporting bugs, canceling accounts, and seeking assistance to complete tasks. Addressing this burden enhances the customer experience, leading to greater overall satisfaction.

Customer Support 96

Customer Support Underperforming Technical Team Social Media AI Search 96

Valuize Consulting

OCTOBER 18, 2024

As organizations rapidly recognize that their business success is intrinsically linked to that of their clients’ success, there’s a growing opportunity for services teams to transform their function from project executors to strategic customer value drivers.

Customer Lifetime Value 52

Customer Lifetime Value Payment Services Technical Advisors Payment Solutions 52

Valuize Consulting

OCTOBER 23, 2024

Having mentored leaders in customer success (CS) and customer experience (CX) for over a decade, Ive seen some of these professionals move into C-level roles. This article offers a blueprint for CCOs and CXOs to foster collaboration with CFOs, leveraging a shared language and a framework centered on the customer lifecycle.

Underperforming Technical Team 52

Underperforming Technical Team Scale Technical Review Customer Lifetime Value 52

User Pilot

MAY 8, 2024

You won’t be able to retain your users or convert them into paying customers. If you’re in such a tight spot or want to prevent getting there, this article can help. You will learn about different types of customer needs and how to identify them. Why is it important to satisfy customer needs? Let’s get to it.

SaaS Payments 105

SaaS Payments Payment Solutions Payment Services Payments 105

Valuize Consulting

SEPTEMBER 23, 2024

Now, buyers are looking for pricing models that closely tie vendor success to customer success. Outcome-based pricing flips the script on traditional subscription models by aligning costs with the tangible value customers receive. When customers achieve measurable outcomes, it’s a win-win.

Payments 52

Payments SaaS Payments B2B Pricing 52

Valuize Consulting

SEPTEMBER 23, 2024

Now, buyers are looking for pricing models that closely tie vendor success to customer success. Outcome-based pricing flips the script on traditional subscription models by aligning costs with the tangible value customers receive. When customers achieve measurable outcomes, it’s a win-win.

Payments 52

Payments SaaS Payments B2B Pricing 52

Hull

MAY 17, 2020

This article was originally featured on CMSWire. In today’s predominantly remote work environment, democratizing customer data access with the help of a customer data platform is more important than ever to support business continuity. " Did you learn something new? Promote Organizational Alignment. Get a Demo.

Business 52

Business Operational efficiency. Mobile Data 52

Sales Hacker

APRIL 6, 2022

The three roles or departments typically responsible for deciding to buy a CPQ include: Revenue operations : With CPQ applications, revenue operations leaders can unify sales-related processes across the company – from Sales to Account Management to Customer Success.

Scale 107

Scale Software Review Marketplace as a Service Outsourced Development 107

Valuize Consulting

OCTOBER 3, 2024

Yet, the majority of these companies have barely scratched the surface when it comes to transforming their approach to the customer lifecycle. Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a customer success branded organization.

Scale 52

Scale B2B AI Retention 52

Valuize Consulting

OCTOBER 3, 2024

Yet, the majority of these companies have barely scratched the surface when it comes to transforming their approach to the customer lifecycle. Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a ‘customer success’ branded organization.

Scale 52

Scale B2B AI Retention 52

Valuize Consulting

OCTOBER 3, 2024

Yet, the majority of these companies have barely scratched the surface when it comes to transforming their approach to the customer lifecycle. Today’s market leaders recognize that true sustainable growth demands more than just customer-centric values and a ‘customer success’ branded organization.

B2B 52

B2B Revenue Scale AI 52

User Pilot

APRIL 24, 2025

This article shares exciting product manager roles focused on retention and churn and showcases standout candidates in the field. Candidates lacking experience in retention, especially in the field of onboarding, or without a strong background in customer success-driven product strategies.

Payment Methods 52

Payment Methods Payment Solutions Retention Churn 52

Valuize Consulting

NOVEMBER 5, 2024

Introduction In the fast-paced world of enterprise SaaS, understanding and optimizing the customer journey is pivotal for Customer Success (CS) teams aiming to enhance net dollar retention. However, accurately mapping this journey is fraught with challenges that often go unnoticed.

Scale 52

Scale Systems Review Social Media Retention 52

Totango

NOVEMBER 6, 2020

Scale action to efficiently retain customers. >1,200 Customer Success team members. >13k employees contributing to Customer Success. 41k cloud customers. >83k cloud customers managed consistently. Scale Action to Efficiently Retain Customers.

Engagement 48

Engagement Data Scale Customer Lifetime Value 48

Valuize Consulting

OCTOBER 28, 2021

A successful digital process automation can’t be achieved by a single person nor without a diverse set of automation tools. In this article, we share 4 expert-trusted principles to successfully scale your growth engine through a best-in-class automation program. Data is the gas that fuels effective and efficient automation engine.

Scale 52

Scale Engagement Scaling Technical Advisors 52

SmartKarrot

AUGUST 17, 2021

Role: Director, Customer Success Location: Bethesda, MD, US Organization: Mytonomy As a Director, Customer Success, you will monitor every step of the deployment process; from planning to go live, and post-launch optimization. Drive operational efficiency by automating and improving processes and best practices.

Customer Success 19

Customer Success Outsourced Development Operational efficiency. Education 19

User Pilot

AUGUST 17, 2024

Best webinars for product coordinators Staying updated on the latest trends and best practices is crucial for customer engagement managers. Mind the Product : This is one of the largest communities of product people globally, offering insightful articles, case studies, and industry trends.

Scale 52

Scale Leadership Interviewing Onboarding 52

User Pilot

AUGUST 19, 2024

Instead, it argues that reducing customer effort is the most effective way to WOW customers. “Crucial Conversations: Tools for Talking When Stakes Are High” by Kerry Patterson, Joseph Grenny, Ron McMillan, and Al Switzler : Effective communication is essential in customer advocacy.

Onboarding 52

Onboarding Customer Support Trends User Experience 52

User Pilot

AUGUST 28, 2024

Best webinars for product coordinators Staying updated on the latest trends and best practices is crucial for customer engagement managers. Mind the Product : This is one of the largest communities of product people globally, offering insightful articles, case studies, and industry trends.

Scale 52

Scale Leadership Healthcare Trends 52

User Pilot

AUGUST 25, 2024

Best webinars for product coordinators Staying updated on the latest trends and best practices is crucial for customer engagement managers. Mind the Product : This is one of the largest communities of product people globally, offering insightful articles, case studies, and industry trends.

Scale 52

Scale Leadership Education Interviewing 52

User Pilot

AUGUST 28, 2024

Best certifications for customer advocates Elevating your career as a customer advocate requires more than just on-the-job experience; pursuing certifications can give you a competitive edge, deepen your expertise, and open up new opportunities. It covers leadership, service strategy, and operational efficiency.

Technical Review 52

Technical Review Software Review Leadership AI Search 52

SmartKarrot

MARCH 18, 2021

Role: Director of Customer Success Location: Greater Minneapolis-St. Maintain a high level of customer satisfaction on a day-to-day basis. Collaborate cross-functionally within Egnyte to ensure customer success. Recruit and train a team of Life Science focused Customer Success Managers.

Customer Success 10

Customer Success Sales Recruiting Technical Review Software Review 10

SmartKarrot

APRIL 28, 2021

Troubleshoot issues (may be related to payments, relationship, field operations). Partner with Marketing, Customer Care, Sales, and Product Management to create a great customer experience in all stages of the lifecycle and drive positive NPS, retention, and account growth. based on learnings from successful customers.

Customer Success 10

Customer Success Underperforming Technical Team Payment Services Payment Methods 10

Point Nine Land

APRIL 21, 2021

The whole article is very tactical and is based on my own experience with the Uberall product team. The article is using the word “growth” a lot. How to efficiently collect feedback from customer-facing teams? How to get the company informed and excited about what Product is building? How is it working?

Sales Hiring 52

Sales Hiring Startup Scale Software Review 52

SmartKarrot

MAY 12, 2021

Together, RPA vs AI can play a significant role in augmenting operational efficiency and transforming how your company works. It can also be deployed on the processes that rely on unstructured data from documents, images, videos, emails, and articles, such as speech to text conversion, invoice extraction, etc. billion by 2025.

Artificial Intelligence 18

Artificial Intelligence AI Payment Features Technical Review 18

SmartKarrot

OCTOBER 8, 2021

On that note, today this article will walk you through the key SaaS integration challenges and benefits. Key Benefits of SaaS Integration: Operational efficiency & Quality: When SaaS integration is done right, it leads to major operational efficiency as well as an enhanced quality.

SaaS 10

SaaS Systems Review Technical Review Operational efficiency. 10

SmartKarrot

MAY 26, 2020

Measurable SaaS product metrics need to be looked at if you are to achieve product success. In this article, we are going to look at some of the most useful metrics, to help you ensure your product will achieve the success you are hoping it would. . Customer Acquisition Cost .

Metrics 10

Metrics SaaS Software Review Churn 10