Remove Churn Remove compliance Remove Customer Success
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Dear SaaStr: What Should I Do in a Sales Audit?

SaaStr

Churn and Expansion : For existing customers, analyze churn rates, upsell/cross-sell performance, and NRR (Net Revenue Retention). AI can help predict churn and identify expansion opportunities. Alignment Across Teams : Ensure alignment between sales, marketing, and customer success. If so, why?

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How Do SaaS Companies Actually Make Money from Payments?

USIO

Greater platform stickiness : When your users can handle scheduling, invoicing, and payments all in one place, they’re far less likely to churn. ‍ Compliance, Trust & Platform Value If you’re in a regulated industry—like healthcare or finance—offering a compliant payment experience inside your platform is a huge value-add.

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Defining CSM-to-Account Ratios: A Lifecycle Design Approach

Valuize Consulting

Defining the right Customer Success Manager (CSM)-to-account ratio is a nuanced challenge. This applies to any customer success focused role assigned a portfolio of accounts. Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency.

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SaaS Platform Explainer: Definition, Examples, and How to Grow in the Software as a Service Industry

Stax

Prioritize customer success, not just customer acquisition While getting new users in the door is important, retention is what drives predictable revenue and strong unit economics. SaaS companies that invest in onboarding, customer education, and proactive support tend to see higher engagement and lower churn.

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From Silos to Synergy: The Data Dictionary as CS Operations Key to Unifying the Customer Journey

Valuize Consulting

In a previous article, we dissected the three critical data challenges that often cripple Customer Success (CS) Operations: the security ambush, the hydra of disparate data models, and the subjectivity of customer health definitions. This is where Customer Success Operations emerges as the critical linchpin.

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Unlocking the Power of Predictive Analytics to Understand B2B Customer Intent

Valuize Consulting

Predictive analytics is one such strategy, unlocking powerful insights into customer intent and redefining the way organizations approach customer success. A misread or delayed response to a client’s evolving needs can result in missed opportunities, decreased satisfaction, low adoption, unrealized value, and churn.

B2B
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Using Data-Driven Time Insights to Unlock CSM Scale and Efficiency 

Valuize Consulting

Customer Success isnt just a departmentits the engine of sustainable growth. Were experts at innovation and market disruption, but are we truly harnessing the full potential of our Customer Success (CS) operations? Understanding how Customer Success Managers (CSMs) spend their time is no longer a luxuryits a necessity.