Best Practices
11 Most Powerful AI Tactics for Customer Retention
With so much AI around us, it can be confusing to separate the good from the bad. Today, …
Best Practices
CSM’s Guide to Creating a Joint Success Plan
Joint success plans are becoming more and more popular. But are they just another buzzword or something you …
Best Practices
How to Use Customer Scorecards to Measure Customer Success
When your customer base is growing exponentially, it feels like you’re juggling plates. One misstep and everything comes …
Best Practices
How to Track Leads Without Losing Sight of Customer Experience
What’s the first thing you think of when considering how to track leads effectively? Is it the quality …
Best Practices
Master Customer POCs: Definition, Steps, and Successful Examples
When a customer is on the fence about a purchasing decision, particularly when it comes to high-touch SaaS …
Best Practices
Downselling Strategy: Mitigate MRR Loss and Plan for Recovery
Sometimes the key to long-term, profitable customer relationships in SaaS is the ability to look beyond the best-possible …
Best Practices
How SaaS companies use visual onboarding across the customer journey to drive revenue expansion
Imagine a person signing up for a new SaaS tool. They expect a smooth start. Instead, they see …
Best Practices
The CSM’s Guide to FTUE (First-Time User Experience)
Today, we’re going to look at how first-time user experience, of FTUE, can affect SaaS users’ engagement and …
Best Practices
Advancing Customer Experience Maturity in SaaS: Essential Milestones
The stakes have never been higher for SaaS companies when it comes to customer experience (CX). Today, a …
Best Practices
How to Handle Enterprise Customers When There’s More Than One Decision Maker
Enterprise customers present some of the best opportunities to make a profit. But of course, the greater the …
Best Practices
7 Proven Email Strategies for Re-engaging Customers and Preventing Churn
In the high-stakes world of SaaS, every dormant account represents not just a lost opportunity but also a …
Best Practices
Predictive Sales Analytics in SaaS: Understanding Customer Buying Patterns
As a software as a service (SaaS) business, you’re always at the forefront of innovation. But getting potential …
Best Practices
How to Use Predictive Customer Analytics to Increase Conversions
Data is a valuable asset in today’s modern world. Knowing more about your customers helps you personalize their …
Best Practices
How To Ask Your Customers For Reviews: Top 10 Real-World B2B Principles To Follow
With 69% of customers saying they have left a review when prompted by a business, you might feel …
Best Practices
Winning the Customer Game: How Sales Intelligence Boosts Conversions
If you’re like most customer-facing companies, you’ll feel like you spend most of your time thinking about how …
Best Practices
Customer Insight Marketing: How to Use Data to Improve Customer Relationships
Few marketing tasks are as crucial (yet challenging) as uncovering the reasons behind customers’ thoughts and actions. Historically, …
Best Practices
Using ChatGPT for Customer Service: Use Case Guide
Ever wished for a customer service assistant that’s available around the clock and can handle multiple queries simultaneously? …
Best Practices
How to Implement a Recurring Revenue Model in SaaS
Who doesn’t want predictable recurring revenue? It’s part of the appeal of SaaS for most business leaders and …
Best Practices
The Best Business Books: Bestsellers List
Elevate your business with insights from 15 bestselling business books. Our curated list covers strategy, customer service, and more. Start reading today!
Best Practices
Customer Service Experience: Definition and Examples
Imagine you’ve emptied your business coffers to develop the best product and provide services that leave your competitors …