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Customer Success and finance: 8 metrics to build closer alignment

ChurnZero

Good sales teams typically get the budget, headcount and tools they desire because the function is tied to revenue. Finance understands this intuitively, so they are inclined to support budget requests that will help teams close more deals. CS teams communicate using a different language than finance.

Finance 98
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SaaS Finance MeetUP – Scaling Finance

OPEXEngine

About two weeks ago, we invited our customers to a private roundtable, virtual discussion on Scaling Finance. This is something that we do every quarter in what we call the SaaS Finance MeetUP. It is an exclusive meeting limited to Finance executives benchmarking with us and governed by Chatham House Rules.

Finance 52
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Benchmarking and Budgeting Go Hand in Hand

OPEXEngine

In working with hundreds and hundreds of SaaS CFOs over the past 15 years, I’ve noticed that effective and strategic CFOs incorporate accurate benchmarking into the daily business of the company and especially into the budgeting and planning process. . Use Benchmarks At the Start of the Budgeting Process.

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How much do SaaS companies spend on CS?

ChurnZero

Most company budgets that earmark dollars for customer success intend for it to go towards headcount. ChurnZero refers to that portion of the budget as the “non-headcount budget.” In other words, we asked more complicated and probing questions in each subsequent year to reveal better benchmarks. of revenue. of revenue.

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Shining the Light on R&D

OPEXEngine

How can Finance and Engineering management work together to diagnose weak areas, and shift R&D resources to produce better outcomes for the company? For over a decade, we have been benchmarking R&D expenses and headcounts. For over a decade, we have been benchmarking R&D expenses and headcounts.

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1 Key SaaS Sales Metric to Fine-Tune Sales Productivity

InsightSquared

For these reasons, accurately tracking key sales metrics and benchmarking your performance against peers and market leaders is critical to getting the most out of your sales resources. At the highest level, SaaS companies look at sales expense, headcount, sales productivity and SaaS metrics like: The cost of new customer acquisition (CAC).

Scale 102
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SaaS FP&A – Are You Up to the Challenge?

OPEXEngine

Over the past decade benchmarking software and SaaS companies , I’ve had the chance at OPEXEngine to work with hundreds of amazing Finance execs who work incredibly hard at getting the right data to support their company’s goals. SaaS Finance Benchmarks. Finance skill sets. Skills & Experience.

Finance 40