User Pilot

FEBRUARY 26, 2023

The customer success renewal playbook is central to keeping the incoming stream of recurring revenue flowing. Thanks to the subscription economy of SaaS companies, high customer retention is vital to staying afloat and enjoying growth. What is a customer success renewal playbook?

Customer Success 89

Customer Success SaaS Retention Education 89

CustomerSuccessBox

APRIL 11, 2019

A lot of Customer Success leaders and Founders I have talked to since starting at CustomerSuccessBox have been confused about what customer tech stack to use at their SaaS businesses. So this got me thinking about what should be the Customer Success Tech Maturity Model. Level 2: Customer Support + CRM + Excel.

Customer Success 80

Customer Success Payment Features Sales Hiring Subscription 80

Totango

SEPTEMBER 13, 2022

Customer Success Playbook Strategies: Mapping a Path to Winning Outcomes. A customer success playbook maps out a game plan you can use to automate successful outcomes for your clients. Then we’ll consider the benefits of using success playbooks. What Is a Customer Success Playbook?

Customer Success 86

Customer Success Onboarding Construction Retention 86

CustomerSuccessBox

APRIL 7, 2022

It’s undeniable that the SaaS model works differently and attracts revenue on a monthly or annual basis, unlike the on-premise software that deals with one-time payments. So, it’s legit to have a customer success team in hand. Assess the quality of the customer success efforts. In the end!

Customer Success 98

Customer Success Payments SaaS Payments Revenue 98

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. We’ll cover these below, along with five best practices to follow when bringing a new customer success manager aboard your team. What Is a Customer Success Manager (CSM)?

Sales Hiring 90

Sales Hiring Customer Success Sales Recruiting Technical Review 90

Totango

JULY 28, 2021

Following best practices for hiring a customer success manager can make a critical difference in the quality of your customer relationships. Customer success managers serve as the face of your company in dealing with clients, playing a key role in ensuring satisfying experiences of your brand. Suggesting upsells.

Customer Success 118

Customer Success Management Underperforming Technical Team Scale 118

Blulogix

MARCH 19, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Managing Digital Inventory Complexity As the digital economy continues to expand, B2B companies are increasingly offering a variety of digital products and services, necessitating sophisticated strategies for managing digital inventory.

B2B 52

B2B Subscription Payment Features Management 52

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. B2B vs. B2C Customer Service. Defining B2B Customer Success.

B2B 91

B2B Customer Success Technical Review B2C 91

Totango

JULY 18, 2018

Customers often turn to Customer Service or Customer Support teams for help throughout the customer journey. From onboarding challenges, to user experience difficulties, to product misfires, the Customer Support or Customer Service agent is often the customer’s “first responder.”.

Customer Support 56

Customer Support Customer Success Retention Underperforming Technical Team 56

ChurnZero

FEBRUARY 9, 2021

To help you amp up your Customer Success management skills here’s a breakdown of our top recommendations for courses to consider taking. Customer Success Management Fundamentals. Course Description: New to customer success management (CSM)? Value Realization Best Practices for Customer Success Management.

Customer Success 98

Customer Success Scale Customer Lifetime Value Consulting 98

CustomerSuccessBox

MAY 26, 2021

If you start looking online for a Customer Success Platform or a solution you’ll most likely come across a lot of discussion about “B2B SaaS, which might cause you to wonder if Customer Success software is only for Subscription-based, B2B companies. This is where Customer Success comes in.

Customer Success 52

Customer Success Business Social Media B2B 52

CustomerSuccessBox

AUGUST 12, 2021

You probably have heard about Customer Success so many times but are still very confused if it’s suitable for your business or not. The questions which you might have in your head are being answered in detail here so that, after going through it, you have clarity on whether you’re ready to roll out Customer Success processes or not.

Customer Success 52

Customer Success Technical Review Sales Hiring Payment Features 52

CustomerSuccessBox

JULY 2, 2021

What is a Customer Success Manager? Customer Success Manager (CSM) is a customer facing role whose goal is to ensure value delivery to their customers. CSMs guide their customers to the desired outcomes and maximize derived value from the purchased product or service.

Customer Success 52

Customer Success Management Retention Subscription 52

SaaSHolic

FEBRUARY 6, 2023

Customer success software provides businesses with a 360-degree look at the entire customer relationship. You’ll get helpful insights into the customer’s activities and the general health of the relationship. Good customer success software will help you identify red flags and maintain successful customer retention.

Customer Success 52

Customer Success Software Subscription Payment Features 52

User Pilot

APRIL 29, 2024

Mastering SaaS renewals’ best practices can transform a routine administrative task into a strategic opportunity to drive customer success and propel your business toward sustainable growth. Use interactive walkthroughs to drive customer success. Offer self-service support to improve customer satisfaction.

SaaS Payments 77

SaaS Payments Business SaaS Payment Solutions 77

ProfitWell

APRIL 8, 2020

There are plenty of posts out there telling you which KPIs will help you improve your sales, but in this post, we'll tell you which ones reveal the most about how happy your customers are with your product. What are customer success KPIs? By focusing on these metrics, you'll have happier customers that stick around longer.

Customer Success 72

Customer Success Churn Acquisition Subscription 72

ChurnZero

FEBRUARY 9, 2021

To help you amp up your Customer Success management skills here’s a breakdown of our top recommendations for courses to consider taking. Customer Success Management Fundamentals. Course Description: New to customer success management (CSM)? Value Realization Best Practices for Customer Success Management.

Customer Success 52

Customer Success Scale Customer Lifetime Value Consulting 52

ProfitWell

MARCH 2, 2020

The subscription economy is built on relationships. When your customers are happy, they stick around. That’s what makes a customer success strategy so important. Thinking proactively about how to build products that help customers achieve their goals is the best tool you have for building lasting relationships.

Customer Success 72

Customer Success SaaS Payments Strategy Payment Services 72

User Pilot

SEPTEMBER 14, 2023

TL;DR Dunning emails are a form of transactional email used to remind customers about a payment status by attaching their billing info, invoice, and resolution options. Dunning emails are important because they protect the customer experience, increase retention rates , and automate the payment collection process.

Payment Methods 85

Payment Methods Payment Solutions Payment Services Payments 85

CustomerSuccessBox

JUNE 29, 2021

What is a Customer Success Manager? Customer Success Manager (CSM) is a customer facing role whose goal is to ensure value delivery to their customers. CSMs guide their customers to the desired outcomes and maximize derived value from the purchased product or service.

Customer Success 52

Customer Success Management Retention Subscription 52

OPEXEngine

MAY 10, 2021

In fact, attracting, retaining, and establishing profitable long-term relationships with customers is even more important for SaaS companies because it’s the key to the recurring revenue model they’re built around. A company’s net promoter score is an indication of how many of its customers are active promoters of its product.

Customer Success 52

Customer Success Metrics Payments Scale 52

CustomerSuccessBox

JUNE 24, 2022

This blog focuses on the excellent customer success techniques that will help you improve your recurring revenue. This blog will walk you through some genuine reasons why you should not miss out on investing in Customer Success. Why you should invest in Customer Success? Number one growth driver.

Customer Success 52

Customer Success Revenue Onboarding Retention 52

SaaSHolic

DECEMBER 9, 2021

Customer success software provides businesses with a 360-degree look at the entire customer relationship. You’ll get helpful insights into the customer’s activities and the general health of the relationship. Good customer success software will help you identify red flags and maintain successful customer retention.

Customer Success 52

Customer Success Software Subscription Payment Features 52

Totango

FEBRUARY 10, 2021

A customer success strategy is a proactive plan for guiding your clients to outcomes that satisfy their needs. When your customers enjoy more value, your product adoption rates rise and customer retention rates go up. This promotes success for your company as well as your customers.

Scale 84

Scale Customer Success Retention Strategy 84

ProfitWell

APRIL 16, 2020

Some of this is best resolved in the design phase, but training and support for customers who are learning the ropes is also vital in getting everyone up to speed and maximizing their productivity. What is a customer success team? What do customer success teams do?

Customer Success 59

Customer Success Acquisition Churn Software Review 59

ProfitWell

NOVEMBER 4, 2019

Mastering customer success is vital in the subscription space. Not implementing and measuring customer success means you risk losing customers and rising customer acquisition costs (CAC). What is customer success? Customer success is exactly what it sounds like.

Customer Success 73

Customer Success SaaS Onboarding Churn 73

ChurnZero

JANUARY 4, 2019

But what if you could have a better idea of the changes 2019 has in store for Customer Success professionals? We’ll see more applications of AI in Customer Success, but these will mostly be behind-the-scenes. the stuff that Customer Success teams are really meant to do).

Customer Success 73

Customer Success SaaS Payments Payment Services Payment Solutions 73

ChurnZero

MAY 17, 2019

The most commonly quoted challenge facing Customer Success leaders worldwide over the past ten years or more has been confusion over the role and definition of Customer Success. The question “ What do Customer Success people do? ” Q: What type of activities do you categorize as Customer Success?

Customer Success 64

Customer Success VP of Engineering Scale Technical Advisors 64

OPEXEngine

JANUARY 20, 2021

Customer success in SaaS is fast becoming the first line of attack to boost conversions, raise customer happiness, and reduce churn. Every day, a strong customer success strategy is becoming more and more essential for SaaS companies. WHAT IS CUSTOMER SUCCESS? Customer success isn’t complicated.

Customer Success 52

Customer Success SaaS Customer Support Subscription 52

Intercom, Inc.

MARCH 10, 2022

This end-to-end payment process removes the need to fumble around for customer plans or payment details. When integrated with our platform, your sales and support teams can initiate subscription upgrades, accept secure payments via the Messenger, and see their query history. It’s that simple.”.

Payment Methods 209

Payment Methods Technical Review Payments Payment Solutions 209

CustomerSuccessBox

JANUARY 8, 2020

As more and more B2B SaaS companies start building their customer success division and being customer success focussed, customer success has expanded to become large and complex like other departments. All the above responsibilities cannot be handled by the Customer Success team from the start. .

Customer Success 52

Customer Success Sales Hiring Onboarding Churn 52

SmartKarrot

MARCH 13, 2023

Role: Customer Success Manager Location: Springfield, IL, United States Organization: OBIX by Clinical Computer Systems, Inc As a Customer Success Manager, you’ll guarantee that clients receive the most possible value and return on their investment. offer top-notch customer support.

Customer Success 19

Customer Success Payment Solutions Scale Systems Review 19

SaaStr

NOVEMBER 2, 2019

How does your customer success and customer support functions change with the move to enterprise? So before we dive into the process itself, again, we chatted before and you said you were paranoid about staying up to date with your customer. What are the biggest challenges in making this transition?

Scale 128

Scale SaaS Payments Sales Recruiting Payment Services 128

ChurnZero

NOVEMBER 30, 2021

When applied to the field of Customer Success and Customer Success skills , it means possessing skills that aren’t too technical, but also aren’t too service-oriented. This can be more difficult than it sounds, especially with the recent evolution of Customer Success. They should hit a happy medium.

Technical Advisors 52

Technical Advisors Customer Success Technical Review Sales Hiring 52

SaaSOptics

MARCH 16, 2022

In this webinar recap, you’ll see the most significant trends in SaaS pricing, subscription management, metrics/analytics, and what they could mean for your business in 2022. Trends in Subscription Management . There are several factors involved in monitoring the health of your subscription business.

Trends 98

Trends B2B Scale Payment Features 98

ChurnZero

MARCH 28, 2023

When you have only a handful of customers, your sales team, product team, customer support team—and even executives—can join forces to keep them happy. As you grow your customer base, you must also dedicate resources to Customer Success. A successful subscription model depends on retention.

Engagement 52

Engagement Strategy Scale Payment Features 52

OpenView Labs

SEPTEMBER 13, 2019

The mission statement of Customer Success is simple: ensure customers realize value from your products or services. A defining characteristic that separates Customer Success from Customer Support is being proactive in delivering that value. Impact on Customer Success teams.

Customer Success 43

Customer Success Revenue AWS Retention 43