OpenView Labs

MARCH 10, 2019

But how do organizations make customer success work at scale? I was originally hired as Head of Sales, but quickly transitioned to building out our customer success team in order to proactively improve retention. They receive personalized onboarding and periodic catch-ups on the progress of their projects.

Scale 69

Scale Customer Success Scaling Sales Hiring 69

Valuize Consulting

DECEMBER 17, 2024

Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency. Revenue-based ratios often lead to overstretched CSMs who burn out and quit, and under-supported customers who fail to achieve value and churn. Where can automation and digital self-service drive scale?

Technical Review 52

Technical Review Systems Review Headcount Scale 52

User Pilot

AUGUST 2, 2024

In most SaaS companies, PLG strategies are developed by a collaborative effort between sales, product, and marketing teams. Customer interactions : PLG emphasizes self-service with intuitive onboarding and in-app support , while traditional sales-led companies prioritize 1:1 interactions with personalized demos and consultations.

Scale 105

Scale Strategy Acquisition Consulting 105

Intercom, Inc.

MARCH 15, 2018

As a startup scales, the importance of infrastructure engineers simply can’t be overstated. Today he’s leading Foundation Engineering at Stripe. Previously, Will was an engineering leader at Digg and then at Uber, where he scaled infrastructure engineering from a small team to more than 70.

Engineering 214

Engineering Management DevOps as a Service Merchant Services 214

ChurnZero

JANUARY 13, 2023

As such, leaders must engage more of their customers at scale through digital programs that support low-touch segments with a more focused approach than ever before. The post-sales customer journey will also become more intelligent as organizations accelerate their use of cutting-edge data and technologies.

Trends 98

Trends Customer Success Sales Hiring Artificial Intelligence 98

Intercom, Inc.

FEBRUARY 25, 2019

The great product companies I’ve observed certainly obsess over that process , and they obsess about being operationally efficient and excellent. Third swing: hiring vs. onboarding. We had this situation where new people were onboarding new people. But we did slow down hiring a lot, and we refocused on onboarding.

Sales Hiring 160

Sales Hiring Scale Sales Recruiting Engineering 160

Sales Hacker

MARCH 5, 2019

Last year, we started a new Sales Hacker tradition: the Top 50 Awards. Most other sales awards end up going to the most popular influencer. The Sales Hacker Top 50 is different. These awards go to practitioners: people who not only did a fantastic job, but also elevated the sales profession through their behavior in 2018.

Sales Hiring 75

Sales Hiring Scale Sales Leadership 75

Sales Hacker

APRIL 6, 2022

Sales teams often struggle with configuration of price quotes when dealing with complex products or services or large product catalogs. Sales teams are often forced to use manual processes that result in errors, inaccuracies, and wasted time. And these manual processes take sales reps away from their most important activity: selling.

Scale 109

Scale Software Review Marketplace as a Service Outsourced Development 109

User Pilot

MARCH 4, 2024

Include testimonials : Leverage social proof like testimonials and G2 reviews, and include them in your landing page, sales page, and sign-up pages. Personalize experiences : Use data from initial interactions to provide a unique onboarding process. Onboarding checklist : Simplify the onboarding process with in-app checklists.

SaaS Payments 101

SaaS Payments Payment Services Payment Solutions Payment Methods 101

Neil Patel

NOVEMBER 30, 2020

If there’s one thing you need from your digital marketing toolbox, it’s efficiency. You need access to real-time data so you can quickly make the most effective decisions and convert those all-important leads into paying customers. You can start by deploying iPaaS, or “Integration Platform as a Service”. I’ll break it down for you.

Marketing 110

Marketing Scale Technical Review compliance 110

ChurnZero

JUNE 12, 2020

Today, you’d be hard-pressed to find a high-velocity Sales, Marketing, or Product team without a designated operations function. Beloved by their tactical peers, operations brings needed order and logic to busy, results-oriented teams. They focus on how to get things done faster, better, and more efficiently.

Customer Success 80

Customer Success Scale Underperforming Technical Team Sales Hiring 80

BetterCloud

JUNE 1, 2023

As the holiday season approaches, retail organizations face the challenge of efficiently managing the user lifecycle, defined as onboarding, mid-life cycle changes, and offboarding, of seasonal workers within their digital infrastructure. BetterCloud has enabled thousands of customers to automate user lifecycle management tasks.

Scale 52

Scale Management Scaling Operational efficiency. 52

ChurnZero

MAY 20, 2021

To figure out where you should begin on your growth and scaling journey, it’s helpful to first orient yourself with where you stand using a Customer Success maturity model. Activities: Customer segmentation, defined CSM engagement models, defined customer journey maps, alignment between Sales and Customer Success.

Customer Success 90

Customer Success Payments Payment Services Scale 90

CloudGeometry

FEBRUARY 7, 2022

It is the secret to effective tiering and scaling. Given the speed and intensity of competition in this market, it’s essential to SaaS success at any scale — and at any point on the lifecycle of your SaaS product offering. This allows shared services such as logging, object storage, user onboarding, etc.,

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

User Pilot

FEBRUARY 4, 2023

Let’s see the most common reasons behind the failures of strategic initiatives: Lack of Alignment: When an organization’s strategic initiatives are not aligned with its priorities, values, or mission, it can lead to tension and a lack of unity. It then leads to the initiatives stagnating and eventually failing.

Development 98

Development Scale Retention Onboarding 98

User Pilot

MARCH 12, 2024

Operational efficiency : SaaS management platforms improve efficiency in a variety of ways. For example, they may automate user provisioning, de-provisioning, or subscription management, making for a cheaper, more efficient system. Similarly, poor encryption or authentication methods may lead to unauthorized data access.

Management 105

Management Azure SaaS Systems Review 105

User Pilot

JUNE 24, 2024

But how can you ensure your communication strategies lead to product engagement ? Customer communication management is important because it enhances customer satisfaction , retention, operational efficiency, insights, brand image, and conversion rates. It allows you to store data and communication records in the cloud.

Communication 59

Communication Management Technical Review Software Review 59

Valuize Consulting

OCTOBER 23, 2024

This would lead to increased customer acquisition costs and potentially unsustainable business practices. Customer Value Realization This pillar focuses on delivering a seamless, value-driven experience from onboarding through ongoing engagement. We all know this is a tricky and time-consuming thing to do but its necessary regardless.

Underperforming Technical Team 52

Underperforming Technical Team Scale Technical Review Customer Lifetime Value 52

User Pilot

JANUARY 26, 2021

They made a hypothesis and tested their analysis by creating onboarding experiences with Userpilot. Activation (Activation)- Create an account, set up an account and profile, complete in-app onboarding guides, respond to an NPS survey, etc. This then leads to up-sell opportunities, referrals, and eventually account expansion.

Artificial Intelligence 98

Artificial Intelligence Data Machine Learning Underperforming Technical Team 98

Valuize Consulting

OCTOBER 3, 2024

What’s required is a holistic, engineered customer lifecycle strategy that seamlessly integrates four critical elements: recurring revenue performance, customer value realization, operational excellence, and economic efficiency at scale. Operations are siloed, leading to an inconsistent customer experience.

Scale 52

Scale B2B AI Retention 52

Valuize Consulting

OCTOBER 3, 2024

What’s required is a holistic, engineered customer lifecycle strategy that seamlessly integrates four critical elements: recurring revenue performance, customer value realization, operational excellence, and economic efficiency at scale. Operations are siloed, leading to an inconsistent customer experience.

Scale 52

Scale B2B AI Retention 52

Valuize Consulting

OCTOBER 3, 2024

What’s required is a holistic, engineered customer lifecycle strategy that seamlessly integrates four critical elements: recurring revenue performance, customer value realization, operational excellence, and economic efficiency at scale. Operations are siloed, leading to an inconsistent customer experience.

B2B 52

B2B Revenue Scale AI 52

Valuize Consulting

NOVEMBER 5, 2024

This article explores the underlying problems in customer journey mapping, introduces the 4V’s framework of operational management, and emphasizes why it’s crucial for organizations to address these challengesincluding their impact on the sales to success handoff and partner success teams.

Scale 52

Scale Systems Review Social Media Retention 52

CustomerSuccessBox

MAY 17, 2021

Reduce the time to Onboarding. Reduce the time to Onboarding. But most often CSMs make the mistake of explaining all features to the customer during the Onboarding itself with the belief that once the customer is explained all features, he would not have any trouble. So what are the proven hacks to driving customer retention ?

Retention 52

Retention Payment Features Scale SaaS 52

User Pilot

AUGUST 17, 2024

A product coordinator acts as a liaison between development, marketing, and sales teams to streamline communication and ensure that the product meets both market needs and company objectives. Coordinate Cross-Functional Teams : Ensure seamless communication and collaboration between development, marketing, sales, and customer support teams.

Scale 52

Scale Leadership Interviewing Trends 52

Stax

JANUARY 29, 2024

Efficiently manage payments and invoicing processes, reducing manual errors and enhancing overall operational efficiency. Stax Bill offers unparalleled integration capabilities, ensuring smooth coordination with your existing systems for a unified business operation.

Stax 88

Stax Payments Payment Services Payment Features 88

Totango

NOVEMBER 6, 2020

Scale action to efficiently retain customers. Using customer data to guide its strategy, SAP focused their attention on the initial stages of the customer journey—onboarding and adoption. Scale Action to Efficiently Retain Customers. Turn understanding into action. Before Implementing a CS Solution.

Engagement 48

Engagement Data Scale Customer Lifetime Value 48

BetterCloud

DECEMBER 20, 2022

After all, there’s growing SaaS adoption, security concerns, and operational efficiencies to consider. It all leads to the big question: Where should you focus your 2023 IT spending? This leads us to the next reason to add automation to your IT budget for 2023. Remember that SaaS security needs to scale.

Operational efficiency. 52

Operational efficiency. Scale Government SaaS 52

User Pilot

AUGUST 28, 2024

Lead by Example : Demonstrate the work ethic, attention to detail, and passion you expect to see in your team. Leading by example can inspire your team members and promote a strong work culture. Lead by Example : Demonstrate the work ethic, attention to detail, and passion you expect to see in your team.

Scale 52

Scale Leadership Healthcare Trends 52

User Pilot

AUGUST 25, 2024

Product coordinators utilize a variety of tools to enhance their efficiency. Some key tools include Userpilot for user engagement and onboarding, Jira for project management, and Confluence for collaboration. Build a Network : Networking can lead to mentorship opportunities and job leads, so be sure not to neglect this critical aspect.

Scale 52

Scale Leadership Education Interviewing 52

Natalia Luneva

APRIL 24, 2025

With robust compliance features and international support, Stripe Connect serves as a cornerstone for businesses looking to scale their operations globally. Seamless Onboarding and Verification Process Stripe Connect offers a quick, user-friendly onboarding process that ensures regulatory compliance.

Stripe Connect 40

Stripe Connect Merchant Services Payment Services Payments 40

BetterCloud

JULY 18, 2023

In a single view, you can quickly see a real-time view of your domain’s status including: Critical alerts Workflow executions File metrics User metrics No code automations available for more than 70 common, market leading SaaS apps BetterCloud is built to ensure your team has fast time to value.

Operational efficiency. 52

Operational efficiency. Scale Identity management Travel 52

BetterCloud

JANUARY 26, 2022

The illustration above shows a simple onboarding process we want to automate. When someone is added to Okta (or another IDaaS), and if that person is in the Sales department, we want to first provision that user in Salesforce and set their Salesforce role. Then, we’ll provision the user in Slack and send them a notification.

Marketplace as a Service 52

Marketplace as a Service Scale Cloud Government 52

BetterCloud

MARCH 15, 2022

With centralized SaaS visibility, automation, and security in one platform, an SMP’s value scales over time as you leverage and extend more of its capabilities. Any member of your IT team should be able to use an SMP’s no-code builder to orchestrate workflows that automate employee onboarding, offboarding, and internal job changes.

Management 52

Management SaaS Marketplace as a Service compliance 52

Point Nine Land

APRIL 21, 2021

Since then, I have been leading Uberall product team, which we’ve scaled from 3 people to 12 people over the past 5 years. There are many posts out there explaining how startup co-founders should “land the first sales, then hire the first 2 sales and when to hire a VP sales”.

Sales Hiring 52

Sales Hiring Startup Scale Software Review 52

SmartKarrot

DECEMBER 16, 2022

Role: Customer Success Manager Location: London, England, United Kingdom (Hybrid) Organization: Forestreet As a Customer Success Manager, you will develop and maintain strong strategic relationships with your customers – leading to a strong buying atmosphere and high customer satisfaction scores. Lead North American Customer teams.

Customer Success 19

Customer Success Scale Technical Review Operational efficiency. 19

SmartKarrot

APRIL 19, 2023

In order to reduce negative effects on customer happiness, operational efficiency, and scale, assist in identifying, prioritising, communicating, and driving resolution of essential issues and hazards. Supplying comments on the design of new system requirements, operational procedures, and financial investments.

Customer Success 19

Customer Success Scale Forecasting Operational efficiency. 19