CRM and Data Platforms

5 Best Practices for SaaS Customer Success

Gone are the days when customer success teams toiled with unlimited calls and clients to handle. Now is the time to churn less and receive more in terms of SaaS customer success. You only need some smart strategies and perhaps some help from a SaaS application development company.

But, even before that, it all comes down to knowing the right practices for customer success. But first, are you sure you are aware of the term? Let’s see.

What is the Success Gap, and Why Does it Matter?

Simply put, when the customer’s desires do not match what your product offers, there’s a success gap. And this gap lies within that small communication cavity that most businesses cannot fill. This gap matters because it will hamper your scalability in marketing, retention, cross-selling, up-selling, and much more. 

Here are the top five practices you must dive into to get to the top of the customer success game plan. Have a look!

1. Express Gratitude, Fetch Feedback, Build Relations

One of the most beautiful ways to achieve customer success is never to stop showing gratitude. For this, ‘thank you’ is the mantra worth chanting. 

The heart of this practice lies in the fact that your customer chose you out of all your competition. So being thankful is an affirmation to the client that they wanted the best. Besides, you may apply this to several stages of your services and processes. For instance, when a client first logs in, opts for a free trial, renews plans, or leaves feedback.

Since we mentioned feedback, that’s another vital box to check. Encourage your clients to provide feedback at all stages, and it must be preferably direct. While listening to the client goes a long way toward ensuring customer satisfaction, it is a bit more than that. If you use the feedback in the right direction, it may help you detect satisfaction gaps. 

For this, ensure that the feedback reaches the product team. And if you can make this happen in real time, even better. It has been seen that when customers can interact directly with the product teams or researchers, they feel much more confident.

You may also make this an opportunity to get personal and build client relationships. While your customers are definitely valuable to you, you must let them know. 

2. Make the Most of the Activation Period, aka Golden Period

Like first impressions are last impressions, the activation period for every product is a mine of golden opportunities. It is the period when the customer is most eager to try new things and opportunities. Therefore, to make it a success, stimulate proactive communication from the very beginning.

Design several activation milestones that the customer feels motivated to follow through. Shape them into a pipeline of events that seem like quick wins for the customer. These events must also be quantifiable for you in terms of customer satisfaction.

However, this is also when you must be able to deliver the best of your services. And it is even the best time to catch on with customers with slow starts or those unable to attain their milestones. Get your hands on SaaS products or connect with SaaS companies, but don’t let this phase slip out. 

Let’s drop a golden nugget! Your performance in this golden period directly impacts how the rest of the customer journey will proceed. Don’t forget to give your best!

3. Focus on User Needs Rather Than Selling Targets

When businesses complete SaaS customer onboarding, they educate their clients about all the cool features. But remember your math classes back at school? You might have wondered when algebra or trigonometry will ever come to your rescue. 

It’s the same for your customers when you drill them with all the features of your product. Take it easy! While following the above two practices, you will get a clear picture of what your client needs. And isn’t time money? So why waste your and your client’s time on features they might never need, or at least not now?

Spend time on what your customer needs and then provide the solution. Besides, you must always have an ear for client problems. First, listen, then ask the right questions, and then convey how your product can solve their woes. Similarly, you may also focus on delivering practical training to clients than a long and boring theoretical one. 

4. Think B2B as H2H for better retention

Most businesses spend loads of time and energy on formulating strategies. But then they make the mistake of copy-pasting them on every other client. Two patients may need different treatments, even for the same ailment; the same goes for your client’s problems.

You have to understand that B2B must be treated as H2H. Assume it to be Human to Human or Heart to Heart, as you deem fit, but deliver the message. 

Share customer success stories with your teams and help them learn what works and what doesn’t. Gradually, you must train them to make ad hoc decisions so that they can deliver tailor-made solutions. This helps build a better and more effective SaaS marketing strategy.

The more you look at your client businesses as humans and not corporates, the more you will enhance their retention. Customer Success Managers who adopt this policy make customer retention much smoother. 

5. Automate SaaS Customer Success Processes for quick wins

Customer success managers have many responsibilities, from designing processes to keeping track of each client. Though they get to explore many of their skills, the tasks could become a load in no time, gradually impacting your customer success ratio. 

So, use software for task management to automate your processes for quick wins in customer success. Automation will give you room to streamline your processes and focus on other things like marketing and expansion. 

Besides, it will help you reduce the backlog and speed up resolution time. With a simple yet fulfilling outreach flow, you will be able to reach out to all clients on time. Moreover, you will have time to analyze and improve the processes for better growth prospects. 

The results will be worth it!

So this is how customer success SaaS marketing can benefit your business’s long-term goals. It is an impactful product that can bring all your client management and marketing tools in one place. It’s an intuitive and scalable platform that will help you increase customer retention and spread that sweet word of mouth we all crave.

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Hardik Oza

Hardik Oza is an SEO consultant with more than 9 years of experience. He helps companies to grow their businesses. He shares his thoughts on additional publications like SEMrush, Search Engine People, and Social Media Today. Follow him on Twitter @Ozaemotion.
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