Intercom, Inc.

OCTOBER 3, 2019

On this week’s show, we catch up with email marketing strategist, Val Geisler, as she walks us through some practical emailing tips, her process for onboarding, and why she likens career progression to a spiral staircase. Think about onboarding like you’re hosting a dinner party. The dinner party approach to onboarding.

Onboarding 143

Onboarding Sales Hiring Churn Consulting 143

Intercom, Inc.

OCTOBER 24, 2022

Earlier this week, the Intercom team visited SaaStock Dublin for three days of incredible talks and informative workshops with the most exciting new SaaS companies in the industry. . One way is to incentivise your sales team on customer success metrics or the renewal. So how do you align your sales team to focus on customer success?

Strategy 91

Strategy Sales SMB SaaS 91

Totango

FEBRUARY 28, 2020

Analyzing customer success metrics. Analyzing Customer Success Metrics. Closely following your customer’s day-to-day growth with your product yields a range of metrics you can use to guide customer engagements. These actions are the way we personalize our service to meet the demands of our customers. Anticipating customer need

Engagement 93

Engagement Strategy Customer Lifetime Value Customer Success 93

ChurnZero

FEBRUARY 17, 2021

Each inquiry, advisory engagement, and workshop that they conducted, was tagged to a corresponding business challenge. ChurnZero Resource: Churnopedia – SaaS Metrics. Customer Success Onboarding. TSIA Resource: Best Practices for Customer Success Onboarding. Last year TSIA responded to over 3,000 inquiries from members.

Customer Success 78

Customer Success Technical Review Scale Sales Hiring 78

Sales Hacker

OCTOBER 26, 2020

Earlier in my career, I helped build a global sales enablement team at Oracle Marketing Cloud that designed, deployed, and measured a sales onboarding program integral to a business unit responsible for $675M in annual recurring revenue. Sales Onboarding. Sales Onboarding. The same can be said for sales enablement.

Sales Enablement 105

Sales Enablement Sales Hiring Scale Sales 105

Intercom, Inc.

DECEMBER 16, 2019

. “Account-based sales is high effort, high reward” Operationally, sales will also be involved in setting up your CRM for ABM, ensuring adequate account coverage, and training and onboarding reps to this new business motion. You’ll also need to track new types of metrics like account coverage and reach. Customer success.

Scale 189

Scale Marketing Business B2B 189

Chart Mogul

OCTOBER 25, 2019

New team members come and go quickly and go through a tedious onboarding process. A KM solution for internal communication and training can speed up your sales onboarding and cut your employee replacement costs. of this information will be forgotten after the initial onboarding. Conduct formal training (onboarding).

Sales Hiring 65

Sales Hiring Management Sales Onboarding 65

Chart Mogul

OCTOBER 25, 2019

New team members come and go quickly and go through a tedious onboarding process. A KM solution for internal communication and training can speed up your sales onboarding and cut your employee replacement costs. of this information will be forgotten after the initial onboarding. Conduct formal training (onboarding).

Sales Hiring 52

Sales Hiring Management Sales Onboarding 52

SaaStr

MAY 15, 2024

In this week’s Workshop Wednesday, RevenueCat CEO Jacob Eiting and Growth Advocate David Barnard share their annual State of Subscription Apps report with us. You can tune into Workshop Wednesday every single Wednesday at 10 a.m. In many ways, they have to do better with UI/UX, onboarding, and conversions. 25% isn’t unusual.

Subscription 272

Subscription Payment Features B2B Mobile 272

User Pilot

JUNE 13, 2022

The Userpilot blog provides well-researched, in-depth articles on user onboarding, product growth, product growth, user experience, and so much more. Chaotic flow blog focuses on SaaS marketing, SaaS sales, SaaS metrics, and cloud computing. User onboarding and Product adoption – Userpilot. Ready to dive in?

Venture Capital 52

Venture Capital SaaS Data Scale 52

Sales Hacker

JULY 12, 2021

Finally, the customer success team takes over onboarding, executing, and providing ongoing support. Inevitably, during the sales process, the prospect will have specific questions about onboarding, implementation, customer use cases and so on. Then, sales works the lead, negotiates the contract, and captures the signature. Conclusion.

Revenue 84

Revenue Outsourced Development Systems Review Customer Success 84

Valuize Consulting

OCTOBER 20, 2021

By performing a customer journey mapping workshop with all of your cross-functional teams, you can identify each of the important touchpoints and moments that are going to drive them toward value. Start With A Customer Journey Map. But, be cautious not to take these results at face value. Develop Frameworks That Enable Actionable Insights.

Data 52

Data Customer Success Scale Government 52

User Pilot

AUGUST 31, 2023

They organize webinars , podcasts, workshops, and other events to attract potential customers. It can be done through free trials, demos, and onboarding. Optimize your signup flow and free trial onboarding Your sign-up and trial onboarding processes play a major role in converting users to paying customers.

Acquisition 110

Acquisition SaaS Payments Payment Methods Metrics 110

CustomerSuccessBox

FEBRUARY 27, 2019

At the start, it is not feasible to focus on several KPIs like retention, onboarding, upsells etc. In such companies, a customer success leader defines the goals and the metrics that the customer success department has to follow in consultation with the senior leadership. So what should the focus be on?

Customer Success 65

Customer Success Leadership Consulting Churn 65

SaaStr

OCTOBER 3, 2023

In the latest Workshop Wednesday , held every Wednesday at 10 a.m. Achieving Enterprise Repeatability — A revenue enablement team is critical for codifying success and using teaching methods to onboard and scale teams across your revenue functions during stage three. That’s your proof.

Enterprise 239

Enterprise B2B Scale SMB 239

SmartKarrot

JUNE 11, 2021

SuccessHacker Certifications and Training Workshops. Helmed by industry CS leaders such as Todd Eby, James Scott, Andrew Marks, and Aaron Thompson, SuccessCoaching offers multiple workshops and online training programs for customer success professionals. You will also get access to fast-paced, dynamic, problem-solving workshops.

Customer Success 22

Customer Success Sales Hiring Technical Review Scale 22

SmartKarrot

MARCH 3, 2022

Partner closely with Manage, hire, develop, and onboard a team of strategic account executives to serve the needs of the customers and business. Track and report on key performance and customer satisfaction metrics to make informed decisions about operational and procedural changes. Deliver QBRs that are focused on showing impact.

Customer Success 19

Customer Success Scale Sales Hiring Technical Review 19

SmartKarrot

APRIL 4, 2023

Promote the use of Guesty’s main features using a cutting-edge and scalable strategy, such as but not restricted to one-to-many live video tutorials and workshops. Use adoption and relationship metrics to manage client health; foresee hazards and create account retention strategies.

Customer Success 19

Customer Success Scale Traceability Outsourced Development 19

SaaStr

MAY 8, 2020

How are your meetings progressing, who are they progressing with, are the right stakeholders in the room, what’s the next action step, how fast is the next followup meeting getting scheduled, how are pilots going, and what else can we be doing to get our clients onboarded as soon as possible? What should I be doing with my time?

Sales Recruiting 177

Sales Recruiting Technical Review Sales Hiring Outsourced Development 177

SmartKarrot

APRIL 19, 2023

Creating and maintaining playbooks for the Onboarding, Adoption, Renewal, and Expansion phases of the customer experience. The achievement of Customer Success metrics for platform adoption inside the present customer base is measured, supported, and made possible. Establish the team’s strategic goals and performance benchmarks.

Customer Success 19

Customer Success Scale Forecasting Operational efficiency. 19

SmartKarrot

OCTOBER 18, 2021

Ensure Implementation processes and frameworks are established and utilized by the team to ensure consistently high quality, efficient, and appropriate implementations are delivered meeting all key metrics. Working collaboratively with sales to ensure a smooth handover and onboarding process that exceeds customer expectations.

Sales Recruiting 19

Sales Recruiting Customer Success Payment Services Payment Facilitation 19

SmartKarrot

FEBRUARY 9, 2023

Role: Head of Customer Success Location: San Francisco, CA, United States Organization: Ikigai As the Head of Customer Success, you’ll manage the onboarding of new clients and ensure a smooth transition from sales. Promote a culture and metrics centered on customer satisfaction and responsiveness.

Customer Success 19

Customer Success Sales Recruiting Technical Review Outsourced Development 19

SmartKarrot

JANUARY 4, 2024

Consider providing access to industry-specific certifications and workshops. This includes everything from onboarding procedures to issue resolution protocols. Monitor Key Metrics Efficiency without measurement is like navigating in the dark. A well-trained team is a confident and efficient team.

Customer Success 10

Customer Success Technical Review Systems Review Education 10

SmartKarrot

JANUARY 4, 2024

Consider providing access to industry-specific certifications and workshops. This includes everything from onboarding procedures to issue resolution protocols. Monitor Key Metrics Efficiency without measurement is like navigating in the dark. A well-trained team is a confident and efficient team.

Customer Success 10

Customer Success Technical Review Systems Review Education 10

SmartKarrot

FEBRUARY 2, 2022

Role: Customer Success Director Location: Remote, Minneapolis, MN, US Organization: Numerator As a Customer Success Director, you will manage a client relationship after onboarding is complete to drive ongoing realized value against measurable long-term strategic goals to ensure long-term success. Build and drive adoption plans.

Customer Success 19

Customer Success Sales Recruiting Scale Sales Hiring 19

SmartKarrot

SEPTEMBER 16, 2021

As a Vice President of Customer Success, you will develop and oversee the implementation of the product offerings, including onboarding and training for all new and existing customers. Oversee a team of dedicated onboarding specialists, client success managers, and support specialists.

Customer Success 19

Customer Success Cybersecurity Education Onboarding 19

Andreessen Horowitz

FEBRUARY 12, 2024

We have a lot of different metrics that we track internally so that we can make sure that we’re keeping a good balance and that there are certain parts of the work that we do that aren’t forgotten or left behind in the heat of the moment. Matt Oberhardt: So, we have metrics that kind of roll up as a team.

Sales Recruiting 79

Sales Recruiting Technical Advisors Sales Hiring Underperforming Technical Team 79

SmartKarrot

APRIL 4, 2023

Promote the use of Guesty’s main features using a cutting-edge and scalable strategy, such as but not restricted to one-to-many live video tutorials and workshops. Use adoption and relationship metrics to manage client health; foresee hazards and create account retention strategies.

Customer Success 15

Customer Success Scale Traceability Outsourced Development 15

User Pilot

JANUARY 9, 2024

Research operations managers are in charge of strategic planning, resource allocation, software acquisition, participant management, employee onboarding, creating SOPs, and fostering collaboration. Employee onboarding/training. This helps you see the most important metrics at a glance. Book a Userpilot demo today !

Interviewing 101

Interviewing Scale Acquisition Data 101

FastSpring

JANUARY 26, 2024

So what are the key metrics that the customers are looking to impact or improve? And it can be ICP definition, it can be the wrong customer, it can be, you know, the wrong onboarding process, it can be other things. What are the KPI that matter? Jake Dipple 8:07 Great question. And we actually, they asked if we could help.

Customer Success 157

Customer Success VP of Engineering Payments Payment Methods 157

SmartKarrot

OCTOBER 7, 2021

You will be responsible for scaling up, onboarding, and mentoring Customer Success Managers and Representatives within your team. Developing individual customer success plans that outline critical success factors, detail metrics for success, highlight potential issues, and provide recommendations for internal product expansion.

Customer Success 19

Customer Success Sales Recruiting Scale User Experience 19

SmartKarrot

MAY 30, 2022

Product success is measured with some KPIs and metrics that will help calculate performance and business generation. Product success is measured with a bunch of metrics that define how successful the product is. If you have a CSM to assist them during onboarding or even an onboarding specialist, this can happen.

B2B 10

B2B Scale Customer Success Communication 10

User Pilot

JANUARY 31, 2023

In this comprehensive guide, we’ll break down underlying customer activation strategies and actionable strategies, specific onboarding tools , and techniques, and tangible examples to learn from. Then execute a personalized product onboarding playbook to drive activation up. What are you waiting for? What is customer activation?

Strategy 98

Strategy SaaS Software Review Onboarding 98

SaaStr

JULY 7, 2023

Tactic #2: Take Your Onboarding Gifts “Outside The Box” Every SaaS company sends an onboarding gift box with branded “things” in it. C-levels within a company need to create a culture of customer marketing and educate people on the importance of customer marketing for retention and reaching outstanding NRR metrics.

Retention 194

Retention Software Review Revenue Systems Review 194

SmartKarrot

JULY 2, 2021

Track trends in client satisfaction metrics to drive and maintain high levels of satisfaction and user adoption of products and services, deliver programs to retain clients and mitigate churn. Lead online and (when permitted) in-person onboarding demonstrations of the Knowa platform to groups and individuals.

Customer Success 10

Customer Success Scale Onboarding Leadership 10

SmartKarrot

MAY 28, 2021

This metric is an evaluation of all your departments. Helps make onboarding of customers easy Makes gaining feedback easier real-time Builds loyal relationships Helps gauge customer needs Increases revenue. Onboarding Process. The onboarding process for customers must be easy. Walk them through your process.

Customer Success 10

Customer Success Scale Social Media Education 10

SmartKarrot

APRIL 15, 2021

Conduct detailed customer workflow analysis and identify customer success metrics. Drive seamless onboarding processes and work cross-functionally with our sales, product and engineering teams to proactively manage each customer’s successful deployment.

Customer Success 10

Customer Success Technical Review Onboarding Engineering 10