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How to Proactively Engage Clients and Automate Your High Touch Service – A Success Story

ChurnZero

How to Pro actively Engage Clients and Automate Your High Touch Service – A Success Story . MineralTree is a payment platform that helps thousands of business automate their invoice-to-pay process. They sought the ability to both monitor and influence their customer’s health. The Impact .

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The Playbook to Building a Customer Reference Program with Talkdesk SVP of Client Services Gillian Heltai (Video + Transcript)

SaaStr

Now, I joined Talkdesk kind of in the second stage, which is, hooray, you’ve got enough customers that you’re able to do references potentially at scale. At that point, often you’re using your customer success team, your AE team to really kind of manually manage this process there.

Scale 143
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Sales and GTM in Uncertain Times with Adnan Chaudhry and Matt Garratt (Video + Transcript)

SaaStr

Leveraging survey data from 66+ enterprise SaaS companies, Matt Garratt, Managing Partner of Salesforce Ventures shares the landscape of how businesses are shifting their sales & GTM strategies to react to today’s uncertain times. They really go into churn and customer success a great deal. So three key pillars here.

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Everything we’ve learned about scaling sales

Intercom, Inc.

Stripe’s Head of North America Revenue & Growth, Jeanne DeWitt, on driving growth through customer expansion. Our Head of Sales Ops, Jeff Serlin, and our Director of Demand Generation, Brian Kotlyar, on how sales and marketing should work together to build a single revenue plan. Jeanne DeWitt talks driving expansion revenue.

Scale 172
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Zapier’s Richard Hall on why your support organization is a brain trust – not a cost center

Intercom, Inc.

Richard Hall is the Director of Support Operations at Zapier , the platform built to democratize automation and eliminate manual “busy work” by enabling teams to integrate web applications and build smoother workflows. Understanding the customer. Building a health score to measure success.

Payments 118