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 88

Customer Success SaaS Retention Education 88

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

JUNE 3, 2022

Customer success email templates form a foundation for effective CS automation. While customer success management can result in a rewarding payoff, it can also be very time-consuming if you don’t use the right strategies. Customer check-ins. Sales to Customer Success Handoff Email Template.

Customer Success 108

Customer Success Payments SaaS Payments Payment Methods 108

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

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

APRIL 3, 2024

Product-led innovation focuses on developing a personalized product that naturally attracts and retains customers. Data-driven decision-making in product-led innovation uses data to guide product development , ensuring decisions enhance customer success. A diagram showing how product-led growth works for product-led innovation.

Innovation 85

Innovation Payments Strategy Payment Solutions 85

Totango

DECEMBER 21, 2021

Building out customer success manager automation depends on the effective use of email and in-app messaging. Planning strategic emails at key milestones in your customer journey can help you deliver a smoother customer experience, yielding higher satisfaction and better retention rates. Subscription or license renewal.

Customer Success 105

Customer Success Management Onboarding Retention 105

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. TL;DR The SaaS renewal process involves a series of actions on/before the renewal date that lead to a customer’s renewal.

SaaS Payments 79

SaaS Payments Business SaaS Payment Solutions 79

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

User Pilot

MARCH 31, 2023

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. What is the user onboarding process? Customer onboarding process.

Onboarding 78

Onboarding Metrics Retention Scale 78

CustomerSuccessBox

JUNE 20, 2022

Now that you’ve chosen to read this article, I suppose you are already aware of the weightage that the Customer Success function holds for your SaaS business. And when it comes to delivering the right customer success function to your clients you are as good as the tool you use. What is a Customer Success Software?

Artificial Intelligence 52

Artificial Intelligence Customer Success Software Payment Features 52

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

CustomerSuccessBox

OCTOBER 21, 2021

Customer Success has become a must for every SaaS business with the advent of the subscription economy. But just having a customer success department does not solve issues with your churn rate, customer lifetime value, retention rate, or MRR/ARR. It starts by understanding why customer success is important.

Payments 52

Payments Customer Success SaaS Payments Revenue 52

User Pilot

JULY 20, 2023

Attrition is the bane of every subscription business; low retention rates will result in a duce and the customer lifetime value and revenue will plummet. But you can turn all that around with the right strategies. The main reasons for customer churn are: Bad product-customer fit. Poor onboarding.

Churn 84

Churn SaaS Payments Payment Solutions Payments 84

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 77

Onboarding SaaS Payments Payment Services Payment Solutions 77

Blulogix

FEBRUARY 19, 2024

With the cost of acquiring new customers significantly higher than retaining existing ones, businesses are increasingly focusing on innovative strategies to enhance customer experiences and reduce churn. Tailor experiences, from onboarding to customer service, ensuring each subscriber feels uniquely valued.

Retention 52

Retention Engagement Strategy AI Search 52

Totango

JULY 13, 2021

Strategy for customer success growth has changed as commerce has gone digital and big data has made marketing and sales customer-centric. Tell people about your business, get them in the store, sell them things, then look for more customers. Businesses need a new strategy for customer success growth.

Customer Success 100

Customer Success Payment Methods Payments Payment Services 100

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 93

AI Customer Success ChatGPT Management 93

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

Totango

JUNE 30, 2021

Knowing how to boost product adoption after onboarding is critical for customer retention. Onboarding is a crucial time to provide the training and resources that customers need to make the most out of your product. Customers with low adoption rates are less likely to renew their subscriptions and more likely to churn.

Onboarding 94

Onboarding Customer Success Subscription Payment Features 94

Totango

AUGUST 8, 2021

Driving software adoption through customer success in the 2020s is a precision business. Your product adoption strategy—the process you follow to ensure your customer is achieving maximum value from their daily use of your product—should be based on solid data and driven by the pursuit of ever-evolving goals.

Engagement 118

Engagement Customer Success Software Onboarding 118

User Pilot

JULY 31, 2023

Looking to power up your retention marketing strategy? The big deal is turning them into paying customers who keep renewing their subscriptions long-term. This article will show you practical strategies to crack the customer retention code and maintain sustainable recurring revenue. But look no further!

Retention 92

Retention Strategy Marketing SaaS 92

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

ChurnZero

SEPTEMBER 23, 2022

Companies couldn’t rest on their laurels; it was hold onto their customers or float into the abyss. . Searches for Customer Success and customer experience lagged a bit, peaking only recently. You can do that with an investment in Customer Success and customer education. . Say it with me: Every.

Education 98

Education Customer Success Venture Capital Churn 98

ChurnZero

APRIL 21, 2021

Customer Success is a growing industry, with more resources than ever before – but sometimes it can be hard to find the golden nuggets with the ever-increasing sea of content. When you subscribe to the ESG newsletter you can expect the best of their game-changing Customer Success resources so you can stay ahead of the competition.

Customer Success 94

Customer Success Churn Onboarding Subscription 94

User Pilot

JANUARY 18, 2023

With so many product marketing strategies floating around the SaaS world, it can be hard to identify the right one. TL;DR Product-led growth brings lower acquisition costs, shorter sales cycles, higher retention rates, and more satisfied customers. First of all, PLG strategies use the product as the primary marketing channel.

Strategy 91

Strategy Marketing Scale Software Review 91

SaaSHolic

DECEMBER 2, 2021

Product onboarding is an essential part of customer activation and retention for businesses that are SaaS providers. One of the best things you can do for your customers’ success as a SaaS provider is to ensure that you walk them through a wholesome onboarding experience. What Is Successful Onboarding?

Onboarding 52

Onboarding Strategy SaaS Underperforming Technical Team 52

CustomerSuccessBox

APRIL 3, 2022

Customer Success ensures that your customers remain happy customers. Its objective is to guarantee that your customers get the most value from your product. Sending an email with the appropriate intent at the right time is essential to a good customer success email. Customer Success Email Templates.

Customer Success 52

Customer Success SaaS Payments Payment Methods Payment Services 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. What is B2B Customer Service? B2B vs. B2C Customer Service.

B2B 91

B2B Customer Success Technical Review B2C 91

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

Totango

JANUARY 29, 2021

When your product directly helps your customers achieve their goals, your brand wins their loyalty. Playbooks for customer success managers help drive processes that promote winning client outcomes. What Is a Customer Success Playbook? Why Do You Need Playbooks for Customer Success?

Customer Success 79

Customer Success Customer Lifetime Value Software Review Systems Review 79

ChurnZero

MAY 19, 2020

It’s time for another installment of our blog series where we spotlight a Customer Success professional and get their take on the industry as well as get to hear some of their top tips they’d like to share. Brian is the Senior Director of Customer Success at RFP360, where he leads the customer experience team.

Customer Success 98

Customer Success Technical Review Forecasting Consulting 98

User Pilot

JULY 27, 2023

Are you a results-driven product manager looking for the best product retention strategies for SaaS growth? In this article, we’re going to do a deep dive into a whopping 16 different strategies you can draw from to boost customer retention and increase loyalty. Retention directly lowers customer acquisition costs.

Retention 77

Retention Strategy Management Churn 77

CustomerSuccessBox

APRIL 18, 2022

While in the subscription economy, where the prime growth center lies in the customer success effort of the business. Most SaaS businesses fail to align the Product and Customer Success teams to drive great experiences and outcomes. Why Aligning Product and Customer Success Is important?

Scale 52

Scale Customer Success Scaling Onboarding 52

Totango

DECEMBER 6, 2021

What 2021 Taught SaaS Businesses about Customer Success. As the business world adapted to the challenges of 2021, SaaS companies re-examined what customer success means in today’s digital-first environment. First, we’ll look at how the flywheel model has redefined our understanding of the customer journey.

Scale 92

Scale Strategy Technical Review Customer Success 92

CustomerSuccessBox

MARCH 17, 2022

You should connect your company’s targeted outcomes to your client’s desired outcomes in order to do so in a customer-centric manner. Use the Customer Success Playbook to synchronize those two sets of objectives. Customer Success playbooks are one approach to accomplish this.

Customer Success 52

Customer Success Outsourced Development Churn Onboarding 52

ChurnZero

MARCH 3, 2022

As Customer Success professionals you might find yourself building out something completely new at your organization, or just trying to break the status quo on what’s been done in order to help drive growth and expansion for your SaaS organization. Top five Customer Success resources brought to you by ChurnZero 1.)

Customer Success 52

Customer Success Churn Onboarding Consulting 52