Teamgate

JULY 25, 2025

Conclusion: Achieving Sales Success with S.M.A.R.T. methodology with Teamgate CRM turns sales goals into clear, actionable steps that drive customer success and revenue growth. Chase brings a unique operator’s lens to CRM content, blending tactical sales experience with a sharp eye for operational efficiency and customer value.

Scale

Frontegg

JULY 9, 2025

Regular network traffic assessments allow systems to rebuff unwanted SYN traffic before it compromises operational efficiency. Mitigation strategies rely on implementing SYN cookies, increasing backlog queues, or deploying selective acknowledgment functions that terminate these faux connections.

Development Team Review

User Pilot

APRIL 24, 2025

Candidates lacking experience in retention, especially in the field of onboarding, or without a strong background in customer success-driven product strategies. He has successfully led cross-functional teams in developing user-centric platforms that drive growth, engagement, and operational efficiency.

Payment Methods

Totango

NOVEMBER 26, 2024

But those are just the inputs to helping team members, like account managers and customer success managers (CSMs), work more quickly and save time. Did AMs or CSMs use the time saved to have more strategic conversations with customers? However, a major theme from the event was somewhat unexpected.

AI

SaaStr

FEBRUARY 15, 2021

Is it customer satisfaction? Improving operational efficiency? Once you have a clear idea of these goals, you can start to focus on your customer service funnel to understand what points customers can solve their own issues and when they will need to escalate to a representative. .

Strategy

SaaStr

MARCH 17, 2021

Through every sales cycle, there’s a need to share information from sales, accounting, customer success, and other teams. Fast, accurate processing is crucial to close deals sooner, drive positive customer experiences, improve cash management and visibility, and increase operational efficiency. Customer 360.

Sales Hiring

Totango

NOVEMBER 16, 2023

This functionality eliminates inconsistencies or missed touchpoints that could result in a negative customer experience. Contact us today to learn how you can embrace the seamless blend of email communication and scheduling tools in Totango for a transformative approach to customer success.

Customer Success

ChurnZero

JANUARY 13, 2023

However, it’s tough to predict the future alone — so we asked Customer Success leaders across the industry to share their top trends for 2023. Second, the power of AI in customer experience will become more evident and accessible—an innovation we at ChurnZero have jumped on with the introduction of Customer Success AI.

Trends

OpenView Labs

MARCH 10, 2019

Happy customers stick around and recommend your company to their friends. This is what makes customer success such an important part of any SaaS company’s success, and it’s especially critical for companies that employ a product led approach to growth. But how do organizations make customer success work at scale?

Scale

ChurnZero

MARCH 22, 2023

They need to make sure they are operating as efficiently as possible to be ready for any kind of financial hit that the business might take. Lately, many customer success (CS) teams have been downsized or eliminated because of global economic uncertainty. The post Facing economic challenges in Customer Success?

Customer Success

ChurnZero

MAY 20, 2021

When you build a Customer Success organization from the ground up, it’s easy to get caught in the trap of doing the wrong things well. To figure out where you should begin on your growth and scaling journey, it’s helpful to first orient yourself with where you stand using a Customer Success maturity model.

Customer Success

ChurnZero

JUNE 12, 2020

They focus on how to get things done faster, better, and more efficiently. Following the trajectory of these more established functions, the next natural progression in Customer Success’ evolution is specialization. Who administers your customer systems (such as your Customer Success platform, CRM, or support desk)?

Customer Success

Totango

JANUARY 3, 2024

Totango now offers integrations with leading revenue intelligence platforms Gong and Chorus to help teams enhance operational efficiency and leverage the insights gleaned from customer interactions to drive strategic decision-making.

Revenue

Intercom, Inc.

SEPTEMBER 8, 2021

For so many years, customer support was seen as a cost center – the first port of call for customer complaints. Customers’ expectations of support are also changing dramatically as the support landscape continues to evolve. We attribute a large part of that to being able to be proactive with customers”.

Scale

ChurnZero

DECEMBER 1, 2023

The essential handbook for building the modern customer success program Are you ready to elevate your SaaS business with a robust customer success program? Dive into “the ultimate guide to customer success in SaaS” and gain the insights and strategies you need to create a high-performing customer success team.

Customer Success

Blulogix

MARCH 25, 2024

Recurring & Usage Billing Unraveling Financial Complexity: Financial operations in the subscription model are fraught with challenges that can impede scalability and operational efficiency. Recurring & Usage Billing Navigating the Maze of Customer Success: 1.

Payment Services

ChurnZero

MARCH 22, 2023

They need to make sure they are operating as efficiently as possible to be ready for any kind of financial hit that the business might take. Lately, many customer success (CS) teams have been downsized or eliminated because of global economic uncertainty. The post Facing economic challenges in Customer Success?

Customer Success

Kellblog

OCTOBER 19, 2022

What does is work is to adopt a three-musketeers attitude across sales, marketing, customer success, and professional services. (Yes, I then run through a punch list of ideas, some obvious and some less so, structured in four groups, about how you can drive GTM efficiency: Work better together. Improve operating efficiency.

Sales Hiring

Valuize Consulting

JUNE 9, 2022

Are You Missing The Mark On CS Operations? If you’re a CCO or CRO at a B2B technology company, ask yourself these 3 critical questions: Is your existing Customer Success management team struggling to keep up with your customer’s needs and your business goals? They Optimize The Customer Lifecycle.

Sales Hiring

SaaStr

AUGUST 7, 2020

We were really impressed with her and she ended up becoming one of your… I kept saying, “You need to hire her,” and she became one of your customer success managers, if I recall. I don’t know if you recall, but we were at dinner one time and there was a waiter that she just blew us away. Trisha Price: Yes.

Payment Solutions

Valuize Consulting

DECEMBER 22, 2021

In order to drive industry-leading retention and reduce churn , Sales needs to acquire the right customer for your organization’s unique offerings. Engage Your Customer Success Organization In The Value Selling Framework. Create A Joint Customer Success Plan.

Customer Success

Sales Hacker

NOVEMBER 1, 2024

By bringing focus to your team, you enhance operational efficiency and set the foundation for long-term growth. Founder-led customer success, including lessons for founders. This is a piece written by John Gleeson, starting back from when he was leading customer success at Motive.

Scale

ChurnZero

OCTOBER 1, 2024

From creating instant emails to summarizing customer accounts in seconds, AI is a dream tool for CSMs. Are you strategically segmenting your customers, and, if so, is your segmentation strategy working? Provide recommended ranges for customer segmentation based on ARR from this data set. tip: include the data set).

AI Search

CustomerSuccessBox

APRIL 18, 2019

Segment, leaders in synthesizing first-party customer data, and CustomerSuccessBox, an Outcome driven Customer Success platform for B2B SaaS, join hands to deliver desired outcomes. Eliminating all developer dependencies for customer success technology roll out.

Customer Success

Sales Hacker

FEBRUARY 6, 2023

You can improve ops efficiency During difficult economic times, operational efficiency takes on a special importance. A continuous planning approach leads to dramatic improvements in ops efficiency. These operational efficiencies save the ops team time and money.

Sales Hiring

InsightSquared

JANUARY 30, 2020

Although the concept of revenue operations is fairly new, it is by no means a new function. It’s the alignment of existing business functions—Marketing, Sales, and Customer Success—into one team that is driven by a single goal: growing revenue. As noted earlier, revenue operations is meant to support marketing efforts.

Revenue

ChurnZero

DECEMBER 2, 2022

Does your Customer Success team have the right structure, workload, and engagement model to hit its goals? If (nearly) missed targets are becoming the norm, it might be time for you to dust off and revamp your customer segmentation strategy. We don’t have a one-to-many model because we are a Customer Success platform.

Headcount

Valuize Consulting

JULY 13, 2022

The Science & Art Of Customer Success Operations. Continuous changes in technology stacks, market dynamics, pricing models, and economics are constantly threatening your ability to deliver consistent and optimal customer value. The answer: Customer Success (CS) Operations.

Interviewing

Blulogix

MARCH 22, 2024

By effectively increasing the depth of your service integration, you not only boost your revenue potential but also solidify customer loyalty by becoming a key contributor to their operational efficiency and innovation. Pathways to Maximize Service Penetration: 1.

Payment Features

Valuize Consulting

OCTOBER 18, 2024

We’ll examine how these teams can align their efforts with customer success, ultimately driving meaningful outcomes for B2B customers. Defining Customer Value in B2B In the context of B2B relationships, customer value should be understood as more than just the exchange of goods or services for payment.

Customer Lifetime Value

User Pilot

AUGUST 2, 2024

TL;DR A go-to-market (GTM) strategy is a comprehensive plan that outlines how a company will launch a new product or service into the market and drive customer success. Analyze customer journey data then collaborate with your sales reps and customer success team to streamline the journey.

Scale

User Pilot

JUNE 22, 2023

Reduce customer service costs : Reducing the support team load means fewer support resources are needed. Improve operational efficiency : By reducing the load, you can streamline business processes to help the support team complete their tasks faster.

Customer Support

User Pilot

MAY 22, 2024

A customer success platform for monitoring customer health scores and expansion opportunities. Prices are customized but begin at $40,000/year. Gainsight Customer Success. An AI-powered customer success tool that helps identify and remove friction points across the customer’s lifecycle.

Software Review

Sales Hacker

JANUARY 29, 2018

CSM: Customer Success Manager – Achieves recurring use of the service. PODs should operate between 80-120% of quota. Once a POD operates efficiently, do not add AEs to it. SDR: Sales Development Rep – S tarts a conversation with a client through outbound actions such as emails/calls. The Sales POD.

Sales Recruiting

Valuize Consulting

OCTOBER 23, 2024

While acquisition remains important, customer retention and expansion have proven equally vital to sustainable growth and competitive advantage. Having mentored leaders in customer success (CS) and customer experience (CX) for over a decade, Ive seen some of these professionals move into C-level roles.

Underperforming Technical Team

Valuize Consulting

SEPTEMBER 23, 2024

Now, buyers are looking for pricing models that closely tie vendor success to customer success. Outcome-based pricing flips the script on traditional subscription models by aligning costs with the tangible value customers receive. When customers achieve measurable outcomes, it’s a win-win.

Payments

Valuize Consulting

SEPTEMBER 23, 2024

Now, buyers are looking for pricing models that closely tie vendor success to customer success. Outcome-based pricing flips the script on traditional subscription models by aligning costs with the tangible value customers receive. When customers achieve measurable outcomes, it’s a win-win.

Payments