SaaStr

FEBRUARY 20, 2024

Gusto is a high-velocity, high-scale acquisition and expansion engine, and one we can all learn from. In a recent Workshop Wednesday, Tolithia Kornweibel, CRO, and Jamie Edwards, Head of Go-to-Market Operations and Tools, share how Gusto maximizes revenue so that you can do the same. While stability isn’t bad, sometimes it can stagnant you.

Scale 219

Scale Sales Marketing Construction 219

Totango

NOVEMBER 15, 2023

Based on customer feedback, Totango is thrilled to accelerate customer success-led growth by recently introducing new partnerships and integrations. Before Totango, we struggled to keep track of meaningful aspects of the client relationship, and Totango has provided us with a solution. What our customers are saying With a trScore of 8.1

Customer Success 112

Customer Success Software Review Technical Review Enterprise 112

Totango

AUGUST 23, 2022

B2B customer journey touchpoints mark the roadmap toward successful outcomes for clients and CS teams. By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue.

B2B 115

B2B Payment Methods Payments SaaS Payments 115

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

Onboarding 92

Onboarding Technical Review Software Review Scale 92

SaaStr

AUGUST 29, 2022

A renowned enterprise software leader that has led revenue organizations and spearheaded the cloud GTM strategies at companies such as Oracle, New Relic, and now Confluent, Erica Schultz is Confluent’s President of Field Operations and will share what she has seen evolve in enterprise GTM and tips on how to thrive in the current environment.

Scale 252

Scale Sales Hiring Marketplace as a Service B2B 252

Totango

MAY 13, 2022

Onboarding is one of the first times your customer engages with your business. Onboarding is one of the first times your customer engages with your business. The right customer engagement software can optimize your onboarding process and help promote experiences that lead to customer renewal.

Engagement 103

Engagement Onboarding Artificial Intelligence Social Media 103

Subscription Flow

FEBRUARY 27, 2024

Reliable Flow of Revenue: Subscription billing guarantees a steady stream of income by collecting payments from clients at prearranged intervals. Reliable Flow of Revenue: Subscription billing guarantees a steady stream of income by collecting payments from clients at prearranged intervals.

SaaS Payments 83

SaaS Payments Payment Services Payments Payment Solutions 83

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? The contents of a client onboarding questionnaire vary by industry. An analysis of the client’s workflow.

Onboarding 83

Onboarding Technical Review Software Review B2B 83

Totango

AUGUST 16, 2022

Customer Retention Software Cuts Down Client Churn. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn. Finally, we’ll review five of today’s top customer retention platform tools and what they can do to help you maintain more clients.

Payment Solutions 98

Payment Solutions Payment Methods Retention Software Review 98

Sales Hacker

SEPTEMBER 24, 2022

The number of potential clients will diminish at each stage of the funnel, with only a fraction converting to buyers. As you learn more about your ideal client, you can optimize your sales funnel to achieve higher conversion rates. Building a sales funnel that aligns with your business goals is essential. What is a sales funnel?

Sales Funnel 118

Sales Funnel Outsourcing Services Underperforming Technical Team Social Media 118

SaaStr

DECEMBER 14, 2022

Their customers desperately need to make sense of this new world – not only how to survive massive digital acceleration but also high inflation and other forms of political and economic volatility. Across their 100,000 customers, Hubspot has endured an unforgettable past few years. This pace cannot be sustained forever.

Scale 232

Scale SMB Scaling Innovation 232

Buffer Resources

NOVEMBER 7, 2023

But, she’s also made the intentional decision to scale back over the past couple of years, stopping her work with subcontractors, cutting down client projects to what she could manage on her own, and reducing her revenue by over $100,000.  So, she quit her full-time job to build a freelance writing business.

Scale 107

Scale Scaling Payment Solutions Payment Services 107

Totango

OCTOBER 11, 2021

Continuous Onboarding. One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Let’s look at three of the biggest keys.

Education 95

Education Onboarding Communication Retention 95

Totango

JUNE 3, 2022

Keeping in touch with your clients is the best way to minimize churn, but it can take considerable time if you do it manually. Keeping in touch with your clients is the best way to minimize churn, but it can take considerable time if you do it manually. Log in to your customer portal today to see what’s new! Escalations.

Customer Success 108

Customer Success Payments SaaS Payments Payment Methods 108

Totango

SEPTEMBER 13, 2022

A customer success playbook maps out a game plan you can use to automate successful outcomes for your clients. To give a customer success playbook example, let’s say a customer has just started the onboarding process. Customer Success Playbook Strategies: Mapping a Path to Winning Outcomes. What Is a Customer Success Playbook?

Customer Success 86

Customer Success Onboarding Construction Retention 86

SaaStr

JANUARY 19, 2023

Quickly add new connectors for any application not currently listed with our API to connector builder, or let us create them for you. At SaaStr, our partners are an integral part of our events. We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! Grab tickets here. With over $1.5B

Sales Hiring 221

Sales Hiring Scale Cloud Churn 221

User Pilot

DECEMBER 19, 2023

Some of the key responsibilities include: Setting clear objectives for various client accounts. Design a successful onboarding flow to help users unlock value quicker. From new referrals to a long-lasting relationship with customers, account management helps boost your company’s growth rate. SaaS account management.

SaaS Payments 80

SaaS Payments Management Customer Lifetime Value SaaS 80

Subscription Flow

NOVEMBER 28, 2023

In this blog, keeping this context in mind of the rapidly changing developments taking place, we will firstly go over the particularities of the B2B SaaS business model, before delving into ways how it can be leveraged to maximise your business’s revenue growth.

SaaS Payments 59

SaaS Payments Payments Business Model Payment Services 59

User Pilot

APRIL 21, 2024

Wondering how to build a conversion path for your SaaS product or e-commerce site? If so, you’re in the right place! Our guide explains how to create effective conversion paths. We also share examples of different conversion paths and optimization strategies. Let’s get to it! A good conversion path makes the process frictionless.

SaaS Payments 83

SaaS Payments Payment Services Payment Methods Payment Solutions 83

User Pilot

APRIL 14, 2023

If you’re looking for a new adoption tool or thinking of switching, there are plenty of great choices out there. A comprehensive onboarding tool must have feedback functionality to help teams track trends in user sentiment and identify areas for improvement. Maybe something completely else? Let’s get right into it.

SaaS 93

SaaS Onboarding Pricing Mobile 93

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. A customer engagement strategy is an action plan for promoting active client use of your SaaS product.

Engagement 76

Engagement Technical Review Software Review Enterprise 76

Totango

OCTOBER 11, 2021

Continuous Onboarding. One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Let’s look at three of the biggest keys.

Education 77

Education Onboarding Communication Retention 77

User Pilot

JUNE 20, 2023

Looking to level up your user onboarding knowledge with onboarding books? An exceptional user onboarding experience can make all the difference for your SaaS company's growth. Onboarding books can offer you the knowledge and insights necessary to craft a remarkable onboarding process. But where do you begin?

Onboarding 87

Onboarding VP of Engineering SaaS Consulting 87

Totango

SEPTEMBER 7, 2021

B2B client engagement strategies can help you retain more customers if you know which best practices to follow. Leveraging technology can help you implement the best practices you need to efficiently engage and retain B2B clients. Why Are B2B Client Engagement Strategies Different from B2C?

B2B 80

B2B Engagement Strategy B2C 80

Subscription Flow

DECEMBER 1, 2023

In this blog, keeping this context in mind, we will be going over certain key metrics for subscription business that you need to keep in mind in 2023-24 to ensure that you are able to gauge the success of your subscription business. Next, you split this amount by the total number of new clients that you have during that time.

Subscription 59

Subscription Payment Features Metrics Business 59

User Pilot

JULY 27, 2023

Customer Onboarding Specialist: Responsible for helping new customers get up and running with the company’s products. In this article, we’ve outlined the major roles that move the needle in terms of product growth alongside their KPIs and current salary ranges. Average salary: $95,566/yr. Average salary: $46,035/yr.

Sales Hiring 93

Sales Hiring SaaS Payments Sales Recruiting CTO Hire 93

Subscription Flow

MARCH 28, 2024

In this blog, keeping all this mind, we examine the crucial roles that MoRs play for SaaS companies, supported by actual case studies that demonstrate the advantages of these collaborations. Processing of Payments: Example: Imagine there is an American SaaS company that offers its software to clients across the globe.

Merchant Services 52

Merchant Services Payment Services SaaS Payments Payment Solutions 52

ChurnZero

JUNE 14, 2022

This is a guest blog contributed by Stephanie Neale, CEO of Blind Zebra , a sales and client success training company for B2B pros. Client doesn’t see value in the product. Client is not an ideal fit. Client’s company is acquired or gains a new primary investor or partner. Slow or no onboarding progression.

Development Team Review 98

Development Team Review Strategy Payments Payment Services 98

Totango

OCTOBER 20, 2021

Customer journey optimization lets you map a path to consistently satisfying experiences throughout client lifecycles. In this blog, we’ll walk you through the basics of what customer journey optimization is and how it applies to the different steps in your customers’ lifecycles. What is Customer Journey Optimization?

Scale 91

Scale Underperforming Technical Team Benchmarks Onboarding 91

Totango

OCTOBER 27, 2021

Being ghosted by a client – especially one that you’ve put a lot of time and effort into nurturing. Fortunately, there are some steps you can take to help you re-engage with disengaged customers as well as some measures you can take to help prevent client ghosting altogether. . What’s scarier than a ghost roaming around your attic?

Customer Success 90

Customer Success Engagement Communication Metrics 90

Totango

SEPTEMBER 11, 2020

For any business, the question of how to meet the needs of the client is front and center. However, in a world where Customer Success teams often have dozens of accounts to care for, it can be challenging to fully understand the specific needs of individual client accounts and to find time to reach out to each client to meet those needs. .

Engagement 81

Engagement Data Customer Lifetime Value Healthcare 81

User Pilot

OCTOBER 6, 2023

On the other hand, a B2B sales funnel concentrates on converting these qualified leads into paid customers through demos, pricing discussions, and other client-facing activities to close the deal. First, let’s explain the basic concepts and then discover a 6-step process to build a B2B marketing funnel that feeds product growth.

B2B 97

B2B Development Team Review Software Review Marketing 97

User Pilot

JUNE 15, 2021

UX or CS teams who are trying to improve their SaaS user onboarding experience often ask us: Which software companies have the best user onboarding experiences? When it comes to onboarding a new user, the experience must be obsessively aligned with providing that first moment of value. . Productboard. StoryChief.

Onboarding 145

Onboarding SaaS User Experience Software 145

User Pilot

APRIL 29, 2022

Fancy hiring a customer onboarding specialist or simply want to know who they are and what they do? In this article, you will get everything you need to know about customer onboarding specialists. What user onboarding software do you need to buy to equip them? Who is a customer onboarding specialist? What do they do?

Onboarding 85

Onboarding Underperforming Technical Team Interviewing Benchmarks 85

Totango

OCTOBER 6, 2020

Fulfilling a proactive role, customer success focuses on problem prevention and creates value by enabling clients to achieve business goals. Customer support is reactive and acts as a resource for clients to use when they encounter specific technical issues and need help. . How Customer Success Creates Value Using Data-Driven Measures.

Customer Support 105

Customer Support Customer Success Construction Churn 105

Totango

OCTOBER 23, 2020

Onboarding is defined as the actions your company takes after a customer signs up to use your product. These actions are crucial to customer success, as they will set the tone for your client-brand relationship moving forward. The Three Stages of Onboarding . Typically, onboarding breaks down into 3 common stages: 1.

Onboarding 71

Onboarding Underperforming Technical Team Scale Systems Review 71

Totango

NOVEMBER 1, 2021

Clearly define objectives, onboarding and enablement programs for CSMs : Give CSMs all the tools and guidelines they need to effectively manage their portfolios and become a trusted advisor for customers, helping them understand the impact they will have on their business. . Building and leading a customer success team is no easy feat.

Customer Success 98

Customer Success Leadership Communication Enterprise 98