Clouded Judgement

JUNE 17, 2025

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. This is for information purposes and should not be construed as an investment recommendation. Securities and Exchange Commission.

Cloud

SaaStr

MARCH 12, 2025

This isn’t just about priceit’s about the importance of the purchase and how much time/energy buyers will invest in making the right decision. Also crucial: understanding the consideration level of your purchase.

Sales Hiring

SaaStr

JULY 29, 2025

But they’re also being strategic about where they invest and how they implement. The real value comes from synthesizing insights across multiple platforms. Leaders from Databricks to Monday are seeing significant efficiency gains, better customer intelligence, and improved process automation.

AI Search

SaaStr

JULY 14, 2025

Documented Elite Performance: 675% ROI on total event investment $2.7M in VP+ influenced pipeline generated $400K investment across booth, travel, and executive time Superior lead quality vs. other industry events (68% VP+ vs. 15-25% industry average) “The concentration of qualified decision makers at SaaStr is unmatched. .”

Scale

Buffer Resources

JULY 24, 2024

What if you could automate the mundane, repetitive tasks and focus on your core jobs that actually move the needle toward your return-on-investment (ROI) ? But what if you don’t have to do all that every single day? What is social media marketing automation (and why should you care)?

Social Media

Clouded Judgement

JANUARY 24, 2025

It might also boost sales forecasting accuracy by using your enterprise’s historical transaction data to predict future trends more reliably. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

Enterprise

Clouded Judgement

AUGUST 1, 2025

Forecasts are AI-generated. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. One where AI shows up in every corner of the org, not as a bolt-on, but as part of the muscle memory. Customer support is automated.

Cloud

Clouded Judgement

MARCH 7, 2025

This week, we saw an economic forecast predict Q1 GDP to shrink nearly 3%. You can see in the graph below just how quickly these economic forecasts have changed. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

Cloud

Valuize Consulting

NOVEMBER 11, 2024

No more waiting until renewal time to justify CS investment—when customers feel they’re paying for true value, they engage more readily and pursue broader goals. Clarifying Investment Decisions – Beyond satisfying the CFO, new models empower CS leaders to make smarter resource decisions.

Customer Success

Sales Hacker

FEBRUARY 7, 2025

During this stage, SaaS businesses often expand their teams, invest in marketing, and refine their go-to-market strategies. Companies invest heavily in sales and marketing to maintain momentum and fend off competitors. Data-Driven Decisions: Leverage analytics to fine-tune pricing and forecast customer behavior.

Pricing

ChurnZero

MAY 23, 2025

It also gives you a view into which segments drive the most margin and which may need more investment or a change in strategy. A poor ratio limits your ability to invest – not just in new customer acquisition, but in areas like product and company-wide hiring. Bring your CS leader into forecasting conversations.

Customer Success

How To Buy Saas

DECEMBER 20, 2024

If you are a SaaS business owner, you can invest in analytics tools to get better insights and data to analyze these metrics and make actionable decisions. You can work on developing cash flow forecasts and try to automate your billing and payment processes to smoothen this process and improve efficiency.

Payment Services

How To Buy Saas

FEBRUARY 25, 2025

Excellent forecasting tools. AI & ML Features Einstein AI offers lead scoring, opportunity insights, forecast predictions, and now Einstein GPT for generative AI (e.g., Also mid-size companies planning to scale big and willing to invest in a CRM platform deeply. Add-ons like Tableau CRM for big data analysis.

Scale

Kellblog

MAY 10, 2025

This leads to three critical realizations: That you must also focus on future pipeline, but segmented into quarters , and not on some rolling basis That you need to forecast pipeline (e.g., Think: “OK, we’re forecasting 2.2x CMO) and the other as head of the pipeline task force. Who can do what to get us that $2M?”

Forecasting

How To Buy Saas

MAY 29, 2025

For example, machine learning models can forecast sales, optimize pricing, and evaluate investment scenarios in real time. Key benefits of AI-driven decision support include: Predictive Insights: Machine learning forecasts customer demand and market shifts by analyzing historical and real-time data. based on AI predictions.

Artificial Intelligence

Blulogix

JANUARY 6, 2025

Regulatory Changes: Data privacy laws and consumer protection regulations are becoming stricter, requiring businesses to invest in compliance-driven tools and practices. Predictive analytics and AI-driven insights play a critical role, offering more accurate revenue forecasting and allowing businesses to adapt to market trends proactively.

Payment Features

BetterCloud

JUNE 16, 2025

Budgeting and forecasting Get granular with your SaaS spending. Forecast future needs based on company growth and strategic initiatives, and implement cost-center tracking for all SaaS expenses to understand where your money is going. Understanding how SMPs save time and money can justify the investment in such platforms.

Management

How To Buy Saas

JUNE 18, 2025

Governments and companies now invest billions: the U.S. This surging investment spans AI chips, cloud platforms, and smart software. billion in private AI investment in the U.S. private AI investment reached $125.3 Government invests £2 B in AI infrastructure as part of EU collaboration. poured $109.1 In 2025, U.S.

AI

Blulogix

DECEMBER 25, 2024

This approach ensures that resources are allocated effectively, investments generate returns, and growth is sustainable. Streamlining processes, reducing waste, and investing in automation can significantly improve margins while supporting scalability. Predictive Analytics: Use data to forecast profitability under different scenarios.

Systems Review

Teamgate

JULY 25, 2025

When setting achievable goals, consider these factors: Historical performance data from your CRM Current market conditions Team capacity and available resources Training and development needs Investing in employee training and resources is crucial for success. For every $1 invested in a sales CRM , the average return exceeds $8.

Scale

Valuize Consulting

NOVEMBER 19, 2024

Understanding Predictive Analytics for Customer Intent At its core, predictive analytics leverages historical data, machine learning algorithms, and statistical techniques to forecast future behaviors and trends. This helps sales and marketing teams tailor strategies based on what clients are most likely to engage with.

B2B

Kellblog

MAY 18, 2025

For example: A sales booking capacity model A marketing inverted funnel model A marketing attribution model These models can be incredibly useful for planning and forecasting. The assumption being that if the DCFs work out, then it’s a good investment and that will eventually show up in improved GAAP results.

Scale

Panintelligence

DECEMBER 9, 2024

AI SaaS further elevates this model by providing scalable, cloud-based AI technologies - such as Machine Learning (ML), Natural Language Processing (NLP), and Causal AI - without requiring heavy investments in infrastructure or specialized talent.

SaaS Payments

Valuize Consulting

APRIL 4, 2025

Time tracking reveals the real investment required to support various segments and individual accounts. This level of insight enables personalization at scale, more accurate forecasting, and a more intentional customer experience. So why should you track time, and what’s the real benefit?

Scaling

BetterCloud

JULY 2, 2025

For executives the question is no longer if to invest in AI, but how to invest effectively, efficiently, and strategically. This is where SaaS Management Platforms (SMPs) become truly invaluable, especially for forward-thinking organizations looking to invest strategically in AI. Avoid “AI for AI’s sake.”

Innovation

Sales Hacker

JULY 11, 2025

Wrap an agent around an existing workflow If your team already has some structure (regular pipeline reviews, onboarding processes, forecast prep, etc.) Ready to invest in infrastructure for a long-term advantage. What it looks like in practice: This can take every form that you can essentially imagine. Here’s one example: PATH 2.

AI Search

Neil Patel

JULY 20, 2025

For example, AI analysis can help you identify trends earlier, forecast sales and customer behavior more efficiently, and help your marketing team make better decisions. Predictive analytics: Similarly, AI can also be used to predict customer behavior, taking a look at past campaigns and forecasting future results based on historical data.

AI

Valuize Consulting

JUNE 10, 2025

The goal of a predictive model is to forecast a specific, measurable outcome. You elevate the strategic value of CS Operations, enhance the effectiveness of your entire Customer Success team, and unlock the true potential of your significant investments in technology.

Customer Success

Sales Hacker

JANUARY 7, 2025

I need to understand, you know, day by day, my forecast is where we’re going to land. Okay, let’s go on invest. So that means you’ve got the right economics and then you use your, I would say, a high-end resource towards a bigger segment where you know you will have better return on investment with bigger deals.

Outsourcing Services

Stax

APRIL 3, 2025

According to the Worldwide Retail Ecommerce Forecast 2024 by eMarketer, eCommerce will account for 21.0% If you wish to become a PayFac, note that it has high initial setup costs since you must invest in infrastructure, security, and compliance. of retail sales in 2025, amounting to $6.862 trillion. This is expected to grow to 22.6%

Payment Methods

How To Buy Saas

MARCH 17, 2025

In fact, 83% of small businesses using a CRM saw a positive return on investment and 61% reported improved customer retention by leveraging these tools. Salesforce CRM provides a complete suite of features , from contact and deal management to advanced analytics and forecasting.

Software Review

Blulogix

MAY 21, 2025

Its evidence that IT: Understands how to manage costs Operates like a service provider Can tie investment to measurable return In other words, chargeback makes IT look like a business unit, not just a budget line. From Line Item to Business Case With chargeback, IT isnt asking for more budget.

AWS

ChurnZero

JANUARY 17, 2025

When your CFO doesnt see the direct link between customer success and the financial metrics they track, its harder to persuade them to invest in CSwhich can ultimately lead to preventable churn. A strong GRR signals a stable customer baseessential for both financial forecasting and customer health assessments.

Customer Success

How To Buy Saas

MAY 27, 2025

AI is a broad field there are AI tools for image recognition, forecasting, anomaly detection, etc., The tool encompasses the UI, the prompt engineering, and any business logic around it, while the LLM does the heavy lifting of language generation in the background. Its also worth noting that not all AI tools use LLMs.

Artificial Intelligence

Buffer Resources

OCTOBER 28, 2024

If you don't have budget to invest in a more comprehensive or automated tool, Google Analytics will give you most of what you need. Leverage predictive analytics to forecast user behavior and prevent churn. Forecast future revenue based on historical data and current trends. Identify friction points in the customer journey.

Social Media

OpenView Labs

NOVEMBER 9, 2023

Since your goal is to convert visitors outside of the platform, you’ll want to take into consideration the conversion rates on the pages you are sending traffic to to start forecasting the number of new sign-ups or leads you think you can generate.

Advertising

BetterCloud

MARCH 17, 2025

Get ready to turn those monthly charges into strategic investments that fuel your business growth. By following these steps, you can create a software budget that aligns with your business goals and maximizes your return on investment. You cannot low-ball your forecast for SaaS spending. What is SaaS budgeting?

Technical Review