Intercom, Inc.

MAY 1, 2019

This is a story of climbing uphill for Product Tours , our recently launched onboarding tool. A high-quality customer onboarding experience is crucial for long-term growth of a business. A high-quality customer onboarding experience is crucial for long-term growth of a business. Starting in broad strokes. View-only tours.

Onboarding 143

Onboarding Interviewing User Experience Innovation 143

SaaStr

MAY 24, 2024

Jason Lemkin prefers sharing his thoughts through LinkedIn posts rather than engaging in conversations, finding it more efficient for his communication style. As a result, marketing, CS, onboarding, and other functions end up reporting to the CRO.

Sales Hiring 191

Sales Hiring Outsourcing Services Technical Review Scale 191

Totango

NOVEMBER 5, 2021

What do you do when you realize that 95 percent of your customer base is tech-touch and you don’t have the manpower to properly engage with and measure this group? Getting Started: Tips for Implementing an Effective Customer Engagement Strategy. How many employees support digital engagement at Aruba?

Scale 85

Scale Engagement Scaling Strategy 85

ChurnZero

SEPTEMBER 4, 2020

Whether it’s scheduling meeting requests , sending follow-up emails, or identifying opportune outreach moments , automati on gives you a sixth sense and an extra hand (or 2 0) to drive more effective engagements a cross all your accounts. As their trial ends, remind them to purchase to avoid service interruptions.

Customer Success 87

Customer Success Engagement Technical Review Onboarding 87

User Pilot

MAY 20, 2024

” Promote customer loyalty and satisfaction by building innovative products that satisfy customer needs and implementing quality onboarding and support processes. Userpilot is a product growth platform with analytics , feedback, and in-app engagement capabilities. Iterate on the insights. What is a customer advocacy program?

Scale 105

Scale Strategy Social Media SaaS 105

30 Day Leadership

OCTOBER 24, 2023

They explore the challenges posed by the pandemic and strategies for effective leadership in these environments. Kristin shares her expertise in managing remote teams, emphasizing productivity and employee engagement. Connect with Kristin at [link] This episode is brought to you by the Leadership MBA.

Leadership 52

Leadership Onboarding Innovation Engagement 52

SaaStr

NOVEMBER 8, 2022

As someone who grew Snowflake by 300% in the previous two years with a 0% turnover, you’ll want to hear his tactical strategies for those in leadership roles. . Most of you are familiar with the customer life cycle, including customer acquisition, onboarding, adoption, cross-selling and upselling, and retention. . Phase 2: Onboarding

Underperforming Technical Team 226

Underperforming Technical Team Technical Review Acquisition Company Culture 226

Totango

NOVEMBER 5, 2021

What do you do when you realize that 95 percent of your customer base is tech-touch and you don’t have the manpower to properly engage with and measure this group? Getting Started: Tips for Implementing an Effective Customer Engagement Strategy. How many employees support digital engagement at Aruba?

Scale 62

Scale Engagement Scaling Strategy 62

Intercom, Inc.

APRIL 14, 2022

I am delighted to share that our senior leadership team here at Intercom continues to grow. Previously the Chief People Officer at Alteryx, David has over 20 years of experience building motivated, highly engaged teams and developing values-driven people programs. Prior to Alteryx, David was the CPO at Vlocity.

Technical Support 129

Technical Support Leadership Customer Support Acquisition 129

User Pilot

NOVEMBER 23, 2023

Soft skills, like communication or leadership , are more general and can be used in different contexts. User onboarding is key for users to realize the product value , so PMs need to be skilled at creating and optimizing onboarding experiences. They enable PMs to apply their hard skills effectively.

Management 105

Management Technical Review SaaS Leadership 105

Sales Hacker

NOVEMBER 10, 2023

” This metric gauges the duration for users to realize the benefits, measuring onboarding efficiency. Measuring “Time to Value”: Quantifiable Benchmark: This metric provides a benchmark for onboarding efficiency. Provide a flawless onboarding experience Not smooth – flawless.

VP of Engineering 93

VP of Engineering Scale Outsourced Development AI 93

OpenView Labs

JUNE 30, 2020

And now they faced a new, unique challenge: With the whole company working from home, how would they onboard her? As an executive coach, I’ve worked with startups as well as large public companies and I’ve logged many hours talking about the process of onboarding. Use This Onboarding Checklist.

Onboarding 55

Onboarding Systems Review Leadership Startup 55

Totango

NOVEMBER 15, 2023

This is why we are so proud to have received multiple leadership awards from TrustRadius in the customer success category, including: TrustRadius Best Relationship: Highlights companies that follow through on their sales and marketing promises, deliver on implementation expectations, and identify customers who would buy again.

Customer Success 113

Customer Success Software Review Technical Review Enterprise 113

SaaStr

MARCH 3, 2022

Outreach is the only solution provider to integrate sales engagement, conversation intelligence, and revenue intelligence into one platform. At OnBoard , we believe board meetings should be informed, effective, and uncomplicated. That’s why we give boards and leadership teams an elegant solution that simplifies governance.

Payments 40

Payments Payment Solutions Sales Recruiting Onboarding 40

Sales Hacker

NOVEMBER 27, 2019

I’m going to share my top 20 sales onboarding secrets to help your team beat their 30-60-90 day plan. What’s So Important About Sales Onboarding? That’s why it’s so important you get sales onboarding right. There are 4 major benefits I’ve seen from improving sales onboarding. Engagement : Read the studies.

Sales Hiring 74

Sales Hiring Onboarding Sales Recruiting Outsourcing Services 74

Valuize Consulting

OCTOBER 26, 2021

For recurring revenue organizations, implementing a measurable digital engagement program for Tier 3 and 4 customers is the foundation for achieving industry-leading Net Dollar Retention. But, how do you know if your digital engagement program is actually driving impact for your customers and your business?

Scale 52

Scale Engineering Engagement Scaling 52

User Pilot

AUGUST 11, 2022

As a result, customer success managers end up with more tasks than they can handle—making it harder to focus on helping users engage with the product and achieve success. Creating a minimum-viable onboarding process with in-app guidance. Creating a minimum-viable onboarding process. Problem-solving.

Customer Success 98

Customer Success Management SaaS Technical Review 98

User Pilot

JULY 31, 2023

Sign up for Userpilot’s engaging webinar series here. Product-led Onboarding by Ramli John. This book sets out a different way of thinking about the onboarding process: driving engagement from the product itself. Engage with a like-minded community. Get Product Rantz on Amazon. Examples include: Product Drive.

Product Marketing 98

Product Marketing Management Marketing Customer Lifetime Value 98

User Pilot

DECEMBER 10, 2023

Only when they reach the right level of engagement , the sales reps step in to ultimately close the deals. It’s made up of user activation , engagement, and resurrection. Userpilot is a product growth platform that allows you to collect user behavior data and feedback and drive user activation and engagement.

Scale 105

Scale Sales Software Review Retention 105

User Pilot

JANUARY 8, 2024

TL;DR A customer acquisition strategy is a comprehensive plan for attracting, engaging, and converting new customers into paying users. TL;DR A customer acquisition strategy is a comprehensive plan for attracting, engaging, and converting new customers into paying users. Use your onboarding emails to provide product tips and resources.

Acquisition 105

Acquisition Strategy Social Media Underperforming Technical Team 105

ChurnZero

APRIL 26, 2019

The difference between an effective and ineffective employee onboarding experience determines the long-term success of a new Customer Success Manager (CSM). When done right, proper onboarding can be a secret weapon for scaling your Customer Success function. So how do you properly onboard a new CSM and minimize their time-to-value?

Onboarding 58

Onboarding Sales Recruiting Scale Sales Hiring 58

ChurnZero

JANUARY 25, 2024

Related resource: Setting the rules of engagement for customer success and sales teams Skillset 2: Technical proficiency The potential of AI and automation to transform CS workflows, personalize journeys, and deliver seamless experiences makes expertise in scheduling tools, CRM systems, and AI tools increasingly valuable.

Customer Success 52

Customer Success Sales Recruiting Sales Hiring Scale 52

Intercom, Inc.

JULY 28, 2022

Sanj started working at Salesforce back in 2005, when the company had around 1,000 employees and a few hundred million in revenue, and he was a part of its growth for 14 years, holding several leadership positions in multiple markets in EMEA. It’s very transparent, very collaborative, and filled with really smart, amazing people.

Scale 210

Scale Scaling Sales Hiring Sales Recruiting 210

ChurnZero

MAY 26, 2021

Customer Success Leadership Network. The Customer Success Leadership Network operates as the central hub and premier networking forum for Customer Success professionals worldwide. Preflight is an exclusive tribe of leaders and practitioners who manage customer onboarding, implementations, and value delivery. Support Driven.

Customer Success 86

Customer Success Leadership Onboarding Communication 86

User Pilot

JULY 23, 2023

Marketing Team: Implements marketing initiatives , such as advertising, content creation and lead generation to attract and engage potential customers. It covers the details of how you intend to attract, engage , and ultimately sell to the target audience. What’s a go-to-market strategy? Project planning and execution.

Marketing 96

Marketing Customer Lifetime Value SaaS Advertising 96

ChurnZero

SEPTEMBER 24, 2021

Assuming that you’ve already properly prepped for your Customer Success software implementation , I’ll dive into how to approach the technical integration piece of onboarding to ensure you get the most out your purchase, the process, and your vendor partnership. Trust the process. They know their tool best.

Customer Success 98

Customer Success Software Onboarding Communication 98

Valuize Consulting

DECEMBER 20, 2023

Overall, the industry witnessed transformative trends shaping the way businesses engage and retain their customers in an increasingly capital constrained and fast-paced environment. Podcast: Build a Value-based Customer Engagement Model HubSpot began their journey with a simple premise; solve for the customer. Play Episode 6.

Scale 52

Scale Operational efficiency. Customer Success Innovation 52

User Pilot

AUGUST 30, 2023

Product management and leadership From the struggle to balance innovation and market fit to maintaining a customer-centric approach to product development and navigating talks with business partners, product leaders face many challenges. Product management and leadership speakers. leadership to uphold your customer-centric focus.

Scale 105

Scale AI Growth Hacking Innovation 105

Totango

NOVEMBER 1, 2021

Buy-in is critical : In order to be successful, you need to get buy-in from leadership, other departments and customers. Establish clear rules of engagement as well as processes to facilitate this communication. Here are some key takeaways from this great discussion and be sure to watch the full webinar below. 5 Key Takeaways.

Customer Success 99

Customer Success Leadership Communication Enterprise 99

Sales Hacker

FEBRUARY 18, 2021

Sales leaders and trainers (and their marketing counterparts) spent 2020 trying to figure out how to translate in-person conferences into compelling, engaging virtual events. Best practices for onboarding and enabling sales reps virtually. Better customer and prospect engagement practices. SaaStr Annual 2021. Unleash 2021.

Sales 104

Sales Sales Enablement B2B Leadership 104

User Pilot

JULY 27, 2023

When it comes to early-stage customer retention strategies, you have several ideas to try out: Personalizing the onboarding experience to shorten time to value. 1 – Personalize the onboarding for new customers to shorten the time to value Firstly, you need to gather valuable data from new users using welcome surveys.

Retention 97

Retention Strategy Management Churn 97

Ramp Ventures

NOVEMBER 1, 2016

An examination of your onboarding process can reveal a lot of leaks and opportunities to reduce that early churn. With this in mind, you can provide case scenarios, tips and more vital information during the onboarding process to help customers utilize the product for specific types of issues relating to your solution.

Onboarding 40

Onboarding SaaS Churn Education 40

ChurnZero

MARCH 3, 2022

This list is ordered by popularity based on the number of engagements with each content piece. How to crush SaaS customer onboarding: a roundup of expert advice. SaaS onboarding makes or breaks your customer retention. For this reason, everyone is trying to crack the code on how to create the optimal onboarding experience.

Customer Success 98

Customer Success Churn Onboarding Consulting 98

ChurnZero

JANUARY 18, 2024

The role of the chief customer officer has become an essential function in subscription-based business models such as software-as-a-service (SaaS), where customer retention is paramount and requires executive-level leadership. Participate in M&A [due] diligence and ultimate onboarding of acquired targets’ customer bases.”

Development Team Review 52

Development Team Review Technical Review Software Review Sales Hiring 52

User Pilot

JULY 17, 2023

The responsibilities of product teams include facilitating product discovery , launches and releases , customer onboarding , feature adoption, and account expansion. Product onboarding – designing experiences that enable users to discover the product value. Pros and cons of the structure: Self-sufficiency.

SaaS 98

SaaS Scale Leadership Customer Lifetime Value 98

Totango

NOVEMBER 1, 2021

Buy-in is critical : In order to be successful, you need to get buy-in from leadership, other departments and customers. Establish clear rules of engagement as well as processes to facilitate this communication. Here are some key takeaways from this great discussion and be sure to watch the full webinar below. 5 Key Takeaways.

Customer Success 86

Customer Success Leadership Communication Enterprise 86

ChurnZero

DECEMBER 21, 2023

Building a successful post-sales strategy: Q&A with Tim Conder The webinar’s Q&A session covered topics including deciding which customer needs to prioritize and when, the right strategy for continuous customer engagement , building a resilient post-sales team, and how to tell a successful post-sale strategy from an ineffective one.

Sales Recruiting 52

Sales Recruiting Scale Customer Success Sales 52