User Pilot

OCTOBER 31, 2023

Onboarding is vitally important for any SaaS owner or product manager. Taking users through your product or service using an onboarding call is a pretty standard part of the customer onboarding process. In this blog, we’ll explore the differences between the two methods – and when it makes sense to use both.

Onboarding 86

Onboarding Scale Customer Success Scaling 86

ChurnZero

APRIL 22, 2022

You can’t build or scale a high-performing team if process gets in the way of productivity. Is your Customer Success (CS) team stuck in a copy-paste-repeat cycle ? While the human aspect of CS will never fully disappear, automation can free your team of repetitive processes and customer engagements.

Customer Success 98

Customer Success Consulting Compensation Communication 98

Totango

AUGUST 16, 2022

Customer Retention Software Cuts Down Client Churn. Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn.

Payment Solutions 98

Payment Solutions Payment Methods Retention Software Review 98

User Pilot

APRIL 6, 2023

A powerful AI tool can be the perfect companion to your customer success platform. In this article, we will explore: How to leverage AI tools for customer success and retention. How can customer success managers address the challenges and concerns around AI when it comes to providing a better user experience?

AI 91

AI Customer Success ChatGPT Management 91

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. At the same time, you need to minimize time-to-value (TTV) to ensure customers see the benefits of your product as soon as possible. What Is the Client Onboarding Process?

Onboarding 92

Onboarding Technical Review Software Review Scale 92

Totango

NOVEMBER 5, 2021

What do you do when you realize that 95 percent of your customer base is tech-touch and you don’t have the manpower to properly engage with and measure this group? Getting Started: Tips for Implementing an Effective Customer Engagement Strategy. Well, if you’re Aruba, you go digital. We didn’t use any special tool.

Scale 110

Scale Engagement Scaling Strategy 110

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. Asking the right questions is key to effectively using this powerful customer success tool. What Is a Client Onboarding Questionnaire? Why Create a Client Onboarding Questionnaire?

Onboarding 83

Onboarding Technical Review Software Review B2B 83

Totango

NOVEMBER 8, 2021

The COVID-19 pandemic has forced brands to elevate customer experience to stay competitive. This accelerated a digital-first customer success transformation that was already in motion before the pandemic. Why Do You Need to Elevate Customer Experience? Why Do You Need to Elevate Customer Experience? 54% of U.S.

Branding 103

Branding Technology Customer Success Onboarding 103

CustomerSuccessBox

AUGUST 23, 2021

Just one phenomenal customer experience can make a world of difference. This statement can’t be true enough for the Customer Onboarding Process in the SaaS world! Some professionals argue that the onboarding process is not easy. However, the process of perfect onboarding, where the customers are happy, is tough!

Onboarding 52

Onboarding B2B Customer Success Communication 52

User Pilot

MAY 10, 2023

Marketers are now making AI an integral part of their marketing strategies. It shines a spotlight on: Famous marketing brands that have integrated AI technology. to analyze customer data and predict customer actions. EliseAI responds to questions and requests across chat, text, and email with a human touch.

Artificial Intelligence 63

Artificial Intelligence AI Search AI Machine Learning 63

Totango

NOVEMBER 8, 2021

The COVID-19 pandemic has forced brands to elevate customer experience to stay competitive. This accelerated a digital-first customer success transformation that was already in motion before the pandemic. Why Do You Need to Elevate Customer Experience? Why Do You Need to Elevate Customer Experience? 54% of U.S.

Branding 86

Branding Technology Customer Success Onboarding 86

Totango

NOVEMBER 5, 2021

What do you do when you realize that 95 percent of your customer base is tech-touch and you don’t have the manpower to properly engage with and measure this group? Getting Started: Tips for Implementing an Effective Customer Engagement Strategy. Well, if you’re Aruba, you go digital. We didn’t use any special tool.

Scale 84

Scale Engagement Scaling Strategy 84

User Pilot

JANUARY 17, 2023

Value realization can make the difference between a customer who unsubscribes and a customer who becomes a brand advocate. If you want to build a loyal customer base and nurture product growth , your focus should be spent on making users realize the value of your product as soon as possible—which might be trickier than you think.

Software Review 90

Software Review Technical Review Technical Advisors SaaS 90

Totango

NOVEMBER 8, 2021

The COVID-19 pandemic has forced brands to elevate customer experience to stay competitive. This accelerated a digital-first customer success transformation that was already in motion before the pandemic. Why Do You Need to Elevate Customer Experience? Why Do You Need to Elevate Customer Experience? 54% of U.S.

Branding 83

Branding Technology Customer Success Onboarding 83

User Pilot

JUNE 28, 2023

Sustaining user engagement throughout the entire onboarding process can feel like a task only large teams can achieve. Introducing core features, driving user activation, and maximizing retention rates after the user onboarding experience will all impact the user journey moving forward.

Onboarding 75

Onboarding SaaS Payments Payment Services Payment Solutions 75

SaaStr

MAY 14, 2023

As we gear up for SaaStr Europa 2023 in London on 6-7 June and SaaStr Annual 2023 in the SF Bay Area on 6-7 September , we wanted to take a look back at some of our most iconic speakers and sessions from over the year, that we can still learn from today. How did they do? All of them! We’ll talk more about that in a second. CEO of Algolia.

Sales Hiring 239

Sales Hiring Sales Recruiting Scale Payment Methods 239

User Pilot

APRIL 10, 2023

And if you decide to go the freemium route, we look at some best practices and check out examples of their successful implementation. And if you decide to go the freemium route, we look at some best practices and check out examples of their successful implementation. Could freemium work for your SaaS business?

Strategy 77

Strategy SaaS Onboarding Marketplace as a Service 77

OpenView Labs

AUGUST 24, 2021

Before the team behind Privy discovered the power of an integrated app store distribution strategy, they were relying 100% on outbound—cold calling, cold emailing, webinars, lead nurturing, etc. Everything changed—and growth rocketed—when they pivoted to focus almost exclusively on an integrated app store approach.

Scale 100

Scale Strategy Merchant Services Marketplace as a Service 100

Totango

JUNE 17, 2021

What is customer segmentation ? We’ll discuss the subtle shade of difference between customer segmentation and audience segmentation, two terms with some overlap that are often used interchangeably. We’ll look at the different ways you can segment your customers and when to apply each. Onboarding progress. Hybrid touch.

Technical Review 71

Technical Review B2B Customer Success Technology 71

Totango

APRIL 26, 2021

Integration – Enhanced and easier control of the data flow from Totango to customer systems. . As part of the Digital Engagement focus, next week we will share more on how to manage your customers’ digital journey in Totango using SucceasBLOCs. Introducing the Nurture Customers SuccessBLOC.

Systems Review 62

Systems Review Customer Success Engagement Trends 62

CustomerSuccessBox

DECEMBER 1, 2021

The first impression of your customers is decisive. When you onboard new customers, you introduce them to the way your business works. Results: you gain efficiency and you improve the satisfaction of your customers. The trick is to make the customer experience as good as your products and deliver on your promises.

Onboarding 52

Onboarding Customer Lifetime Value Acquisition Education 52

Totango

NOVEMBER 5, 2021

What do you do when you realize that 95 percent of your customer base is tech-touch and you don’t have the manpower to properly engage with and measure this group? Getting Started: Tips for Implementing an Effective Customer Engagement Strategy. Well, if you’re Aruba, you go digital. We didn’t use any special tool.

Scale 62

Scale Engagement Scaling Strategy 62

Sales Hacker

OCTOBER 26, 2020

Every successful sports coach will tell you that games aren’t just won on the field or court. Earlier in my career, I helped build a global sales enablement team at Oracle Marketing Cloud that designed, deployed, and measured a sales onboarding program integral to a business unit responsible for $675M in annual recurring revenue.

Sales Enablement 104

Sales Enablement Sales Hiring Scale Sales 104

User Pilot

FEBRUARY 21, 2023

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. And your role at a customer success team? TL;DR User adoption is the journey in which a customer becomes a regular user of your product and makes it part of their life.

SaaS Payments 78

SaaS Payments Strategy Payment Solutions SaaS 78

CustomerSuccessBox

OCTOBER 5, 2021

As a Customer Success leader or VP or Head of CS, you must be intrigued by the number. This will help you in deciding whether you’re on the right track to success or not. Account health KPIs- Product adoption, customer usage, etc. The metric can be further measured at various stages in the customer journey like-.

Customer Success 59

Customer Success Technical Review Sales Hiring Underperforming Technical Team 59

User Pilot

FEBRUARY 4, 2023

When it comes to customer retention , figuring out how to wow a customer is crucial. After all, how can you expect to keep existing customers if you’re not able to meet (or exceed) customer expectations? TL;DR “Wowed” customers are more likely to be loyal to your brand and make additional purchases in the future.

Social Media 79

Social Media Software Review Growth Hacking Onboarding 79

User Pilot

JULY 18, 2023

Fear not though, as our product management software guide will give you insights into some of the best-in-class applications that will boost your team performance and help you build successful products! Customer feedback tools facilitate the collection and analysis of user feedback for customer-centric decision-making.

Software Review 88

Software Review Software Management Azure 88

Neil Patel

JANUARY 7, 2021

These products are designed with adult learners in mind, particularly for businesses who need to train employees, customers, or partners. Courses and company resources on a corporate LMS help with: Onboarding : educating new employees, customers, or partners. Top talent gets bored and moves on. Ecommerce LMS Software.

Systems Review 138

Systems Review Management Scale Education 138

ChurnZero

APRIL 22, 2022

You can’t build or scale a high-performing team if process gets in the way of productivity. Is your Customer Success (CS) team stuck in a copy-paste-repeat cycle ? While the human aspect of CS will never fully disappear, automation can free your team of repetitive processes and customer engagements.

Customer Success 52

Customer Success Consulting Compensation Communication 52

CustomerSuccessBox

NOVEMBER 17, 2021

We will be discussing all Net Revenue Retention in this blog. Customers are unsteady, they sometimes run off to your competitors. NRR is the most widely used customer success metric. Net revenue retention is the impact your current customer has on your revenue. The customer’s decision directly affects your revenue.

Retention 52

Retention Revenue Artificial Intelligence Systems Review 52

CustomerSuccessBox

MARCH 9, 2022

In the glorious business of the SaaS space, one underlying truth that determines the growth and scaling of the business is that it takes several months to recover the Customer Acquisition Cost (CAC) and get to the profitable zone at a unit economics level. This blog helps to clarify the purpose of CRMs versus Customer Success tools.

Customer Success 52

Customer Success Scale Customer Lifetime Value Outsourced Development 52

User Pilot

FEBRUARY 21, 2023

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. And your role at a customer success team? TL;DR User adoption is the journey in which a customer becomes a regular user of your product and makes it part of their life.

SaaS Payments 64

SaaS Payments Strategy Payment Solutions SaaS 64

Totango

MARCH 4, 2022

B2B customer service is often confused with B2B customer success, but they are not the same. Despite their differences, however, they do share an intimate relationship – you need strong customer service to achieve customer success. What is B2B Customer Service? App integrations.

B2B 91

B2B Customer Success Technical Review B2C 91

User Pilot

MAY 3, 2023

Intercom surveys were introduced about a year ago to help product and support managers capture customer feedback insights. A multi-faceted tool, Intercom hopes its latest addition will help product managers better collect customer feedback and capture customer insights that drive results. How they work. What is Intercom?

Software Review 76

Software Review Scale Mobile Onboarding 76

CustomerSuccessBox

NOVEMBER 2, 2021

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. This is crucial to make your customer’s experience easier. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Customer Retention. Onboarding.

Customer Success 52

Customer Success Technical Advisors Sales Technical Review 52

Chargify

OCTOBER 22, 2020

As B2B SaaS leaders know, your CRM is the lifeline between you and your customers, prospects, and future. A good CRM helps you understand your customers better, provides your sales teams a source of truth on deals open and closed, and is a holding cell for leads consistent to boost sales revenue. Increase Customer Delight.

Payment Features 56

Payment Features B2B Marketplace as a Service Forecasting 56

Baremetrics

MARCH 23, 2020

Another walked me through the onboarding emails he sends to retain 94.7% of his customers. For example, if you had a 5% monthly user churn rate, that means each month 5% of your customer base is canceling. You had 100 customers at the start of May and 5 canceled during the month. in just a few months. What is churn?

Churn 145

Churn Payment Methods Payment Solutions SaaS Payments 145