Totango

APRIL 4, 2024

Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion. Share responsibility: CS and sales both need skin in the game “Who’s in charge of sustainable revenue growth within an organization?”

Customer Success 89

Customer Success Retention Revenue Sales 89

Predictable Revenue

APRIL 3, 2020

As everyone else is going virtual, a new concern arises: virtual onboarding. The post A Tough New Skill We All Need Now: Onboarding SDRs and AEs Virtually appeared first on Predictable Revenue. We’re working to adapt to new circumstances almost daily, and looking to help our customers do the same.

Onboarding 205

Onboarding Revenue Business 205

SaaStr

OCTOBER 5, 2022

Confluent’s President of Field Operations, Erica Schultz, explores different tactics businesses can employ to scale revenue and increase efficiency in the current macro environment. Another approach to scaling revenue involves accelerating the customer adoption and expansion phases. Align your customer and persona understanding.

VP of Engineering 188

VP of Engineering Scale Scaling Sales Hiring 188

User Pilot

MAY 3, 2023

Is Pendo onboarding functionality any good? We look at the onboarding features Pendo offers, how to use them, and their pros and cons. TL;DR Pendo onboarding is a set of features you can use to help your users experience product value and become competent users. What is Pendo Onboarding? What is it? Read on to find out!

Software Review 97

Software Review Onboarding Pricing Engagement 97

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. Tracking the metrics helps you improve your onboarding process and retain more customers.

Onboarding 84

Onboarding Metrics Retention Scale 84

User Pilot

JANUARY 8, 2024

Adopting user onboarding best practices for your brand is a failproof way to leave a great first impression. A strong onboarding process is like helping people navigate a new terrain without struggling to find their way. TL;DR User onboarding is a process that shows users how they can derive value from your product.

Onboarding 52

Onboarding SaaS Branding Customer Lifetime Value 52

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

Onboarding 92

Onboarding Technical Review Software Review Scale 92

User Pilot

JUNE 9, 2023

Are you struggling with segmenting onboarding messages for your customers? So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs. So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs.

Onboarding 76

Onboarding SaaS User Experience Engagement 76

Baremetrics

AUGUST 22, 2021

Subscription revenue can be defined most simply as a model which generates income from customers through recurring fees that are paid at regular intervals. Before we get into the more complicated stuff, let’s consider the difference between earning revenue and collecting revenue. Subscription Revenue is Easier to Scale 3.

Payment Features 90

Payment Features Payments Subscription Revenue 90

Predictable Revenue

SEPTEMBER 20, 2019

Keys for effective onboarding and training for SDRs. The post Keys to Effective Onboarding and Training for SDRs appeared first on Predictable Revenue.

Onboarding 124

Onboarding Revenue 124

User Pilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Effective strategies for primary onboarding: Greet users with welcome messages.

Education 97

Education Onboarding Customer Success Engagement 97

Subscription Flow

JANUARY 29, 2024

In the context of subscription models, accrued revenue is the money that a business has made but hasn’t yet received in cash. Accrued revenue is important for accurate financial reporting, as it ensures that revenue is recognized in the period in which it is earned, regardless of when the cash is received.

Payments 59

Payments SaaS Payments Payment Services Subscription 59

Intercom, Inc.

MARCH 28, 2018

The problem with this train of thought: you’re missing out on revenue. At Intercom, we have learned that investing in real-time support, with response times under 5 minutes, can actually turn customer support into a revenue driver. We believe that this approach is counterproductive to a businesses’ revenue objectives.

Revenue 213

Revenue Customer Support Onboarding Operational efficiency. 213

Inturact

APRIL 5, 2023

User onboarding is a critical process for Software as a Service (SaaS) companies as it directly impacts user acquisition, retention, and revenue. A successful onboarding process can lead to increased user adoption and usage, resulting in higher customer satisfaction and retention rates.

Onboarding 52

Onboarding SaaS Acquisition Retention 52

Totango

MAY 13, 2022

Knowing how your customers feel and what they’re thinking is essential for their satisfaction and your revenue growth. Onboarding is one of the first times your customer engages with your business. The right customer engagement software can optimize your onboarding process and help promote experiences that lead to customer renewal.

Engagement 103

Engagement Onboarding Artificial Intelligence Social Media 103

Totango

JULY 31, 2020

Onboarding sets the stage for customer retention by beginning a positive long-term relationship between you and your customer. For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward.

Onboarding 127

Onboarding SaaS Healthcare Systems Review 127

Neil Patel

FEBRUARY 22, 2021

Now it’s time to start the client onboarding process and welcome the new client into the fold. Client onboarding is the first step to creating a long-term relationship with a new client. If you want to retain customers, you need the right onboarding system. How Does a Smooth Onboarding System Help Retain Customers?

Onboarding 130

Onboarding Retention Sales Hiring Systems Review 130

Blulogix

FEBRUARY 16, 2024

Streamlining Success: What is the Role of Automation in Customer Lifecycle Management for Recurring Revenue? This blog post explores how employing automation in CLM can revolutionize the way businesses nurture their customer base, enhance engagement, and secure recurring revenue streams.

Payments 52

Payments Payment Services Revenue Management 52

Inturact

APRIL 13, 2023

No matter what industry you’re in, website onboarding is the key to making more income in your business. Get it right, and you can expect more users to sign on, eventually become paying customers, and boost revenue. In this article we’ll discuss what website onboarding is, the benefits of doing so, and how it works in practice.

Onboarding 52

Onboarding User Experience Revenue Business 52

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. Whether it’s greater efficiency, increased revenue, cost savings, or achieving compliance, every customer has a reason for purchasing your product.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

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. During the onboarding stage, your customer is getting set up so they can begin deriving value from your product.

Onboarding 94

Onboarding Customer Success Subscription Payment Features 94

Inturact

MAY 12, 2023

What is it about that onboarding experience with a new client? Onboarding a new client means new opportunities for earning more revenue and a chance to build a relationship. It’s so exciting, right? But, like with all things in business, you have to go about it the right way.

Onboarding 52

Onboarding Revenue Business 52

Sales Hacker

OCTOBER 11, 2021

Sales teams feel constant pressure to speed up time-to-revenue and quickly close deals. To help take some of the pressure off, companies focus on technology investments to help their sales teams increase win rates and accelerate revenue while automating a lot of the tedious, manual processes that prove to be a bottleneck in the sales cycle.

Payments 85

Payments Payment Services Revenue Payment Solutions 85

Totango

OCTOBER 23, 2020

Onboarding is defined as the actions your company takes after a customer signs up to use your product. A successful onboarding experience can lay the foundation for a loyal lifetime buyer, while a negative experience can push your new customer directly into the hands of a competitor. The Three Stages of Onboarding .

Onboarding 71

Onboarding Underperforming Technical Team Scale Systems Review 71

Totango

DECEMBER 7, 2023

Focus on the customer experience holistically to drive revenue and retention Customer success is not something that only one team is responsible for; it’s the job of every customer-facing team. Each interaction with our customers is an opportunity to build or break trust, and customer success cannot do this alone,” Hodges said.

Revenue 89

Revenue Sales Customer Success Technical Review 89

Chart Mogul

SEPTEMBER 6, 2023

How does my PLG motion compare to Sales-led in terms of revenue or retention? Segmentation informs strategy Now that you’ve got the power to discover these insights, you can use them to inform your strategy and reach your next revenue targets. How much revenue does direct sales contribute over self-serve? Which plan?

Revenue 52

Revenue Churn Pricing Operational efficiency. 52

Totango

NOVEMBER 27, 2023

We know that sales and customer success (CS) teams must work together to drive revenue growth and expansion. You’ve got data that identifies the root cause of why someone is purchasing your product, and you have to carry that information through onboarding, adoption, and expansion of that account.

Revenue 71

Revenue Sales Customer Success Churn 71

Subscription Flow

NOVEMBER 28, 2023

One way to do that is through marketing and revenue-generating strategies such as freemium and product demos which are critical to growing one’s clientele. Furthermore, B2B SaaS companies’ recurring revenue model offers a steady and predictable revenue stream that enables improved financial planning and growth investment.

SaaS Payments 59

SaaS Payments Payments Business Model Payment Services 59

SaaStr

MARCH 14, 2024

Billion in tracked revenue. Too many of us settle for glacial times to deployment, and are too slow to onboard new customers. Especially in UI/UX, onboarding, and conversions. So RevenueCat (where I was fortunate enough to be the first investor) now is the embedded mobile subscription API for 30,000 (!) Do better here.

Mobile 250

Mobile Subscription Payment Features Pricing 250

Sales Hacker

JULY 12, 2021

For years, the work of many revenue operations (RevOps) teams have largely been determined by immediate customer needs. For organizations undertaking their first revenue operations initiative, this reactive approach is natural and necessary. The popularity of revenue operations should come as no surprise.

Revenue 83

Revenue Outsourced Development Systems Review Customer Success 83

CustomerSuccessBox

APRIL 7, 2022

It’s undeniable that the SaaS model works differently and attracts revenue on a monthly or annual basis, unlike the on-premise software that deals with one-time payments. But with effective customer success, it’s possible to attain those extra gains from the SaaS revenue model. Stay tuned and read on to incur extra SaaS revenue.

Customer Success 98

Customer Success Payments SaaS Payments Revenue 98

Intercom, Inc.

OCTOBER 26, 2018

To build customer value, businesses need internal customer advocates who can prioritize long-term value to the customer over immediate revenue. Our customer success managers, or CSMs, typically step in after a large deal has closed and provide tailored onboarding based on the customer’s specific goals.

Sales Hiring 123

Sales Hiring Customer Success Scale Underperforming Technical Team 123

Totango

NOVEMBER 18, 2020

Onboarding is a vital part of this customer retention focus, however, an onboarding process that is too lengthy or complicated can sour customer relationships early on. Efficient Onboarding is Critical. Digitizing the onboarding process makes it repeatable, scalable, and easily accessible.

Onboarding 77

Onboarding Scale Technical Review Systems Review 77

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