SaaStr

JULY 11, 2025

What AI is Actually Automating Based on the data and industry observations, here’s what’s likely happening behind these leaner structures: Customer Onboarding & Implementation AI-powered onboarding sequences that guide customers through setup Automated technical implementation for straightforward use cases Smart documentation that adapts (..)

Scale

Buffer Resources

FEBRUARY 13, 2025

As a consultant, having a flow of high-quality clients is a must for steady, sustainable business growth (and making the rent every month). While many lead generation channels need constant investment in ads or sales (things that solo consultants often don’t have the budget for), LinkedIn offers a way to bring new clients to you.

Consulting

SaaStr

JUNE 6, 2025

When buyers do engage, they’re much more qualified but need faster, more technical conversations Bottom Line : The SaaS buying journey has been completely rewired by AI. Companies that adapt to smaller deals, AI-first discovery, and technical buyer requirements will thrive. Buyers have already done their homework with AI 8.

AI Search

Unbounce

JANUARY 6, 2025

Capture interest using engaging content to encourage further exploration. Use this Unbounce template Quiz pages Quiz pages engage visitors with an interactive quizsometimes simple, sometimes complexthat leads to a call to action like entering an email in exchange for the results. The goal at this stage is to engage your prospects.

Sales Funnel

ChurnZero

NOVEMBER 26, 2024

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customer success hiring for SaaS and tech companies nationwide. 3: Provide an engaging overview.

Technical Review

SaaStr

JULY 14, 2025

.” Year-Round Elite Executive Access 5,000,000+ Monthly Touchpoints Across Executive-Focused Channels Our integrated ecosystem ensures continuous visibility among VP+ decision makers throughout their evaluation process: 🎧 #1 Executive B2B Podcast : 240,000+ monthly downloads Top 0.5%

Scale

Sales Hacker

DECEMBER 17, 2024

The consulting mindset was quite helpful there. And how do I engage with this? So you are number one. What did you learn in those really early, those can be really formative years that you pulled into success later in life? Guy Yalif: [11:22] At BCG, it was the classic, you know, how to think, break down problems.

Scale

ChurnZero

FEBRUARY 28, 2025

However, many organizations still rely on sophisticated, experienced sales people to attract, engage and acquire subscribers. 1: Balance acquisition, engagement, and retention. Take a page from your B2C counterparts and optimize for onboarding , engagement and retention. 2: Leverage data to drive more personalized experiences.

SaaS Payments

Chart Mogul

JANUARY 9, 2025

Here, customers usually find your brand through marketing channels and then engage with it through tools like interactive self-guided demos, free trials, or freemium versions of your product. This model typically requires a more hands-on, consultative approach, with sales reps working closely with potential customers over an extended period.

Scale

ChurnZero

OCTOBER 25, 2024

These “small but mighty” teams also tend to foster closer working relationships , leading to enhanced collaboration and higher levels of engagement. Marley Wagner is a freelance Digital Customer Success Consultant and Fractional Chief Marketing Officer. Team communication isn’t the only benefit to keeping team sizes small.

Scale

Valuize Consulting

DECEMBER 17, 2024

This article explores why a lifecycle design-driven approach is more effective, how to define ratios based on required customer engagement activities, and the roles that segmentation and automation play in optimizing these ratios. This loop ensures that ratios remain aligned with customer needs, team capacity, and company goals.

Technical Review

ChurnZero

JANUARY 6, 2025

Expect new ways to streamline tasks, enhance engagement, and accelerate onboardingas well as challenges in striking the right balance between rapid adoption and retaining the human touch. CS leaders ignoring AI and scalable engagement strategies in 2025 will likely face team restructuring, warns Irit Eizips of CSM Practice.

Trends

SaaStr

JULY 7, 2025

Next Steps: 📧 Email : sponsors at saastrinc.com 📅 Strategy Call : Schedule your custom S-tier partnership consultation 🎯 Secure Your Position : Limited 2025-2026 partnerships available S-tier results require S-tier strategy. influenced pipeline from single event Sales enablement platform : $75K investment → $2.1M

Scale

User Pilot

OCTOBER 19, 2024

Conduct A/B testing on your surveys to ensure the design, questions, and timing drive higher engagement rates. It is perfect for teams that want to improve response rates by turning surveys into more interactive and engaging experiences. E.g. Sending personalized emails to detractors or engaging promoters with referral requests.

Software Review

Scytale

NOVEMBER 4, 2024

You can do it in-house, use automation tools, or engage a consultant. Complete a Readiness Assessment: A readiness assessment can be used to evaluate whether or not your business’s SOC 3 controls are effectively managed. It helps spot gaps or weaknesses in your SOC 3 controls before the final audit takes place.

compliance

Stax

JUNE 3, 2025

SaaS companies that invest in onboarding, customer education, and proactive support tend to see higher engagement and lower churn. Sales representatives should be equipped with the right content, messaging, and data to have consultative conversations that close deals.

Payment Services

How To Buy Saas

FEBRUARY 25, 2025

These organizations value Salesforces rich features and add-on modules, even if it means handling more complexity (often via dedicated admins or consultants). Weaknesses High cost (and TCO); complexity requires admin/consultant help often; can be overkill for simpler needs. Beloved by users for ease. Cost-effective for small teams.

Scale

User Pilot

MARCH 5, 2025

That’s where customer engagement software comes in. How I chose the best customer engagement software My evaluation process combined thorough feature analysis , a careful review of user feedback, and insights from industry reports. Qualifying questions for choosing the right customer engagement tool.

Software Review

Nimble - Sales

JULY 8, 2025

In the fast-evolving landscape of digital transformation consulting, where client relationships and data-driven strategies are paramount, Customer Relationship Management (CRM) systems have become indispensable tools.

Consulting

Buffer Resources

JULY 8, 2025

But many creators, freelancers, solopreneurs, consultants, and folks like me are building audiences directly from personal profiles. For each post, you’ll see: Total impressions Reactions Comments Shares Engagement rate Views Watch time Unique viewers for video posts. That is where the conversations happen. Stay consistent.

Consulting

Full Session

DECEMBER 30, 2024

Amplitude: Product intelligence and event tracking software , offering customer engagement and retention insights. FullSession Capture all user interactions, observe how users engage with your website, and improve its interface, usability, experience, and performance with FullSession, an advanced user behavior analytics platform.

Payment Methods

ChurnZero

JANUARY 10, 2025

You dont have to live in a futuristic time warp to know that customers (yes, even B2B and SaaS customers) are more and more online, working when and how it works for them, and they want (and sometimes need) to engage with your products and your company in that same flexible, at-their-fingertips kind of way. Of course not!

Trends

Valuize Consulting

NOVEMBER 5, 2024

The Crucial Role of Customer Journey Mapping Customer journey mapping goes beyond plotting touchpoints; it involves gaining deep insights into the customer’s experience from initial contact through ongoing engagement. CS teams manage vast amounts of data from numerous customer engagements across multiple channels.

Scale

How To Buy Saas

MAY 21, 2025

Modern ATS software automates tedious tasks like job posting, resume screening, and interview scheduling, freeing HR teams to focus on engaging with candidates. Teamtailor is designed for companies that need an easy-to-use ATS with excellent career site and employer branding capabilities to engage candidates.

Systems Review

Teamgate

JUNE 27, 2025

CHAMP excels in complex, consultative sales with multiple stakeholders. CHAMP aligns well with empathetic, consultative sales strategies , especially in environments involving multiple stakeholders and complex decision-making. This order reinforces the framework’s customer-first philosophy and fosters stronger engagement early on.

Scale

Valuize Consulting

FEBRUARY 8, 2025

Standardized Playbooks and Engagement Models Integrate partners into your existing customer success frameworks, ensuring seamless collaboration between your teams and external partners. Recurring Revenue and Customer Lifecycle Education Many partners are unfamiliar with recurring revenue models and retention-driven customer success.

Customer Success

Valuize Consulting

MARCH 16, 2025

Predictive Analytics for Proactive Engagement: AI can forecast customer behavior , allowing you to anticipate potential churn, identify upsell opportunities, and proactively address customer needs. This eliminates guesswork and provides a clear, data-backed understanding of the outcomes that your products and services provide.

Scale

Chart Mogul

FEBRUARY 13, 2025

Marketing can analyze which features attract the most users or generate the highest engagement. Here, prospects first engage with the companys marketing contentlike articles, webinars, or eBooksand leave their contact information. A salesperson gated it from them as leverage to then engage them in a sales process.

Scale

Valuize Consulting

NOVEMBER 19, 2024

Proactive Engagement to Minimize Churn Predictive models can highlight at-risk clients by identifying patterns such as declining usage, reduced engagement, or increased support needs. For example, if a model flags a risk of churn, the customer success team initiates a targeted engagement strategy.

B2B

Sales Hacker

OCTOBER 18, 2024

Examples of Custom GPTs for specific scenarios: Andy Jolls (AI & GTM Advisor and Consultant) shared a Pavilion GTM Summit Calendar GPT , making it easy to quickly check when key topics and sessions are happening. The future lies in this partnership, where automation complements, rather than replaces, meaningful human-to-human interaction.

Sales Recruiting

Valuize Consulting

JUNE 10, 2025

Inability to Standardize CS Processes: Without a clear, agreed-upon health definition, it’s challenging for CS Ops to standardize engagement models, escalation paths, and success planning across the CS team, leading to inconsistencies and inefficiencies. Initiate Early Engagement: Don’t wait to be told.

Customer Success

Valuize Consulting

APRIL 4, 2025

Time data highlights inefficiencies and bottlenecksempowering you to: Automate routine tasks Streamline processes Reallocate time toward strategic, value-driving work Predicting Customer Health and Preventing Churn: Fluctuations in time spent with a customer often signal changes in engagement.

Scaling

Valuize Consulting

NOVEMBER 11, 2024

No more waiting until renewal time to justify CS investment—when customers feel they’re paying for true value, they engage more readily and pursue broader goals. Each time CS teams support a customer’s success, there’s measurable impact, potentially leading to additional revenue.

Customer Success

Sales Hacker

DECEMBER 6, 2024

Engagement? For example, in a revenue model, a CS leader may be tasked with transforming a team from high-touch, white-glove support to a consultative approach emphasizing value realization and expansion. There is also a huge amount of ambiguity and conflation around CS roles and what specialization even means. Is itpre-sales?

Customer Success

How To Buy Saas

MARCH 17, 2025

AI-Powered Lead Scoring: Freshsales includes Freddy AI , which analyzes your leads engagement and behaviors to assign lead scores. Many find Monday to be very user-friendly and engaging , which can increase your teams CRM adoption. Email Marketing and Web Engagement: Agile CRM includes built-in email marketing tools.

Software Review