Whether you have a product-led SaaS or a high-touch SaaS, better SaaS customer onboarding doesn’t start with process it starts with vision. Don’t get me wrong, every SaaS needs to deliver a great customer onboarding experience. And that will require a process to ensure it’s executed well. But if you want to improve how you […]
SaaS Customer Success Best Practices
Read, listen and watch SaaS customer success best practices for founders and leaders of growing technology companies at SaaSX.com — Execute Better. Grow Faster. — SaaS Business Best Practices. Join SaaS co-founders and operators for guidance on sales, marketing, customer success, culture, and institutional readiness.
Sorting out customer problems is always pretty tricky. But in SaaS, where customers have thousands of options and sometimes aren’t even completely sure what they’re looking for in the first place, solving common customer problems can be downright mysterious. Here are some of the most commonly confounding SaaS customer issues, along with some pretty sweet […]
You may be asking yourself, “Wait, does my company even have a renewal process?” You aren’t alone. Many SaaS companies don’t have a formal customer renewal process. I was reminded of this at the Silicon Y’all event earlier this month when my session about fighting SaaS customer churn was followed by a fantastic presentation on […]
There, I said it. As a SaaS founder who led sales, customer success, product support, and professional services, I fully believed every customer retention issue was squarely on my shoulders. And every customer retention win was because of the product. I LOVED our product and the value it brought to our enterprise customers. I passionately […]
Since returning from Silicon Y’all, we’ve had several Beacon9 client meetings with something in common. They’ve all had adoption, usage, and retention challenges, and they all lack SaaS customer marketing basics. This is despite being quite mature (in SaaS terms) and despite achieving scale with double-digit millions in ARR. These are quality companies whose growth […]
A story in pictures. Justin and I have been at Silicon Y’all all week, and yesterday I presented a 20-minute TED Talk-style session, “Fighting Churn with Hand-to-Hand Combat, A Story About Not Giving Up Even When You Think You’ve Tried Everything.” I’ll come back to customer churn in a moment. First, let me rave about the […]
The concept of “onboarding starting in the sales process” only truly applies to a SaaS company that has a sales team, and a product that requires an onboarding process. Many SaaS products are “sign and go,” and there is no setup or formal training needed. Think: Slack, DropBox, etc. Those types of SaaS tools are […]
What happens if a customer asks to pause their subscription? It’s something founders and executives don’t normally think about as they plan their SaaS pricing, packaging, terms & conditions, and cancellation processes. A request to pause a customer’s subscription is a bummer, of course. It’s a ding to your MRR, and who even knows how to […]
In sales “Land and expand” usually refers to a strategy to land a customer with a small deal, and then sell into the organization to expand your footprint to more seats, additional departments or more products & services. Nowhere does this make more sense than in SaaS. In a typical low-touch SaaS “sale,” an individual […]
Don’t throw in the towel too early when a customer wants to cancel. Every good customer is worth an all-out effort to save their business. Here’s how.