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As customer acquisition costs climb and economic pressures mount, B2B companies must look beyond the classic approach to chasing new accounts. Account-based expansion — targeting growth within existing customeraccounts — could be the key to sustainable growth, faster sales cycles and lower acquisition costs.
Worse still, bad data creates huge costs for companies, like wasted labor, lost revenue, and higher customer churn. Knowing where contacts are in their customer journey lets you see whether they should be handed off to sales or further nurtured by Marketing — and how to communicate with them when you do.
Running a successful restaurant involves an intricate dance between culinary creativity, business acumen and customer engagement. Just as a restaurateur’s vision and management support a chef’s brilliance, human marketers play a vital role in ensuring that AI has the best data (ingredients) and strategic direction (menu).
Using just one campaign is also common for medium-sized accounts, particularly those with high-end products, high average order values (AOV) or in service-based industries like SaaS and insurance, where CPCs and CPAs are high. Accountmanagers often segment for the sake of segmentation. No need for separate campaigns.
But when it comes to those lengthy security questionnaires, the endless back and forths between you, your security team, and the customer can often cause deals to stall out, leaving your deal at risk and dollars on the table. Sustained success demands a strategic approach backed by powerful technology.
Over the years, you’ve put a lot of money into your customer service centers. And that was a smart move, because white-glove customer service – for both B2B and B2C – is essential for consumer goods (CG) brands who want to build long-term, loyal relationships with customers. Customer service and profitability go hand in hand.
Post-Sale Handoff : The transition to customer success will be streamlined as AI teammates transfer complete relationship histories without knowledge gaps. And to an AI+Human Customer Success team. The AI side will already know the customer cold the moment they are handed over. And that will require accountmanagement by humans.
Effectiveness is about doing the right things, which benefits the customer and makes a stronger business case. Strategic martech investments Outperformers benefit, but low performers need to address foundational issues first. Outperforming pharmaceutical companies use CRM as strategic martech investments. B2C, B2B and B2B2C).
CSE – Certified Sales Executive The Certified Sales Executive (CSE) credential from Sales and Marketing Executives International (SMEI) is designed for senior-level sales leaders seeking to sharpen strategic, operational, and leadership skills. Challenger Sales Certification (by Challenger Inc.)
Customer relationship management (CRM) software is a popular choice for many businesses. These platforms help to build a historical record of customer engagement and interactions over time by managing correspondence, keeping track of specific buyers and stakeholders, and even assisting with quote generation and marketing campaigns.
Learned That Customer Success = Revenue Success (The Hard Way) The Crisis : “With a huge incoming traffic, we didn’t really scale our support team to support that huge demand and huge need. Everyone in the support team, our customer success team, is a little bit burned out, including myself.” “I’m Asian.
The job market is crammed with candidates all claiming to be “results-driven” and “customer-focused.” Business development managers (BDMs), account executives, and anyone who can self-generate leads and close deals.” Even accountmanagers — once focused on relationship-building — are now expected to drive revenue.
His view is your sales team teaches your customers how to get value out of your product. So if you’re not technical enough to understand the product and understand how it works, it’s hard to teach your customers. ( Hire early sales reps who are excellent at discovery and customer education. The takeaway?
Start with tiered and volume-based pricing that encourages bigger buys Tiered and volume-based pricing models work because they align your customers financial interests with your revenue goals. Its a simple psychological lever: customers are motivated by value. See also What is bundle pricing and should you be using it?
Key Takeaways Executing 1:1 and 1:few account-based selling strategies geared toward high-value target accounts is how leading enterprise sales teams drive sustainable revenue growth. Guide: What Good Client Engagement Looks Like Download free guide What is account-based selling?
Here are a few of the most common paths SDRs may take: Account Executive: As the most popular next step in an SDR’s sales career, an Account Executive is responsible for building and maintaining relationships with clients to drive sales and achieve revenue targets. SDR or Sales Manager: The SDR Manager oversees and guides the SDR team.
Many buyers may value the autonomy and convenience of digital customer journeys. The reality, though, is that potential customers still require human interaction (and a lot of it) to make well-informed and timely decisions about B2B products and services. What is B2B sales enablement?
In this new environment, long-term success for SaaS vendors depends not just on product quality, but on how deeply their platforms are embedded into clients’ daily operations and strategic goals. Limited strategic alignment: When vendors aren’t involved in evolving needs, their products risk becoming misaligned and dispensable.
With the right technology and systems, intake and data collection can become powerful strategic tools. Establishing a prioritization level is a significant isolation variable for output, helping determine whether the work being executed aligns with strategic objectives and resource strategies. Intake is where accountmanagers shine.
Next Steps: 📧 Email : sponsors at saastrinc.com 📅 Strategy Call : Schedule your custom S-tier partnership consultation 🎯 Secure Your Position : Limited 2025-2026 partnerships available S-tier results require S-tier strategy. Documented Performance: 675% ROI on their total event investment $2.7M ROI, $47 cost per qualified lead (vs.
Instead, leaders need to plan from the start how customers will find, use, and grow with their product. Some products, like Twilio, naturally expand as customers use them more. Some products, like Twilio, naturally expand as customers use them more. What is your customer’s journey? Can your product grow on its own?
They’re seen as more easily replaceable and further from revenue generation than AEs or customer success roles. Economic Pressures SDR roles are often the first to get cut when companies need to preserve runway.
This isn’t about adding AI features; it’s about building companies where AI continuously learns from customer usage, creating what Emergence calls the “Emergence Rate.” Customer Success is Now Your Primary Growth Engine By $50M ARR, expansion drives 58% of growth (67% for $100M+ companies).
” Custom Training Beats Everything : A specialized AI vastly outperforms generic models, even when those models have already ingested the same data. The 80% Solution: High Impact, High Investment Customer Support: 80% Replaceable (If You Go Deep). The ones who are strategic problem-solvers are still essential.
Dear SaaStr: What Does the Day-to-Day Look Like For a Customer Success Manager? The day-to-day of a Customer Success Manager (CSM) will vary depending on the company’s stage, customer base, and ACV. They’ll guide new customers through setup, training, and initial product adoption to ensure they see value quickly.
Beware the fractional trap Fractional roles can be appealing, but they’re not always strategic. Recommendations The Evidence Gap Report This report unpacks the findings from 619 B2B buyers, sellers, and marketers to uncover the exact types of customer proof that actually build trust and boost buyer confidence. You split your energy.
ARR data cloud leader is adapting to AI disruption, the evolution of technical sales, and what it really takes to build strategic partnerships that scale. Separate Teams for Land vs. Expand : Snowflake completely separates new customer acquisition from account growth teams. ” But customer expectations are evolving rapidly.
Buried inside the headline charts are quiet revolutions in how teams get built, distribution strategies, and what it now takes to earn customer trust. At Ramp, GTM, finance, and ops teams are stitched together with custom automations, not middle managers. CS orgs replacing support reps with custom LLMs trained on ticket history.
Unlike most CROs, she responds instantly to queries with full access and awareness of all relevant accounts, customer profiles, metrics, and ongoing campaigns. Cloud23 recognized the need for increased operational efficiency and more effective payroll management. Fallon doesnt merely manage their payroll and balance the budget.
At Salesforce, your growth isn’t just encouraged — it’s a priority, with ample support and resources to help you navigate a dynamic career path in customer success. So what does it take to grow a customer success career at the #1 AI CRM? But growth isn’t always simple, and it’s certainly not always easy.
I also knew that we marketers needed to move off our maniacal obsession with new-account lead gen and invest in adding value across the entire customer relationship. Key accounts have been the source of most B2B profits forever, but they have traditionally been sales’ province. That famously happened with CRM decades ago.
Here are three great anecdotes that kind of always spring to mind and get sort of prospects and customers excited. Obviously those should probably come from your lighthouse customers or your first design partners. You know, being an effective account executive in, in software. And if not. So that’s a big part of it.
Perhaps that’s why more are taking long-term strategic views a stance that resonates throughout their organizations. In fact, according to Salesforce’s State of Sales report, 80% of sales representatives say their leadership is prioritizing long-term customer relationships over short-term wins.
They want to see exactly how the tool benefits them through customized use cases, industry-specific examples, and expert-level consultation on ROI. Thats because trust cultivates long-term relationships 72% of company revenue comes from existing customers, proving that loyalty and retention matter more than one-time wins.
Jeff Perry is a truly iconic revenue leader and the Chief Revenue Officer (CRO) at Carta, responsible for core software revenue across New Business, Upsell, Cross Sell, and Customer Success. Discussed in this Episode: How to turn coworkers into mentorsand why it matters.
The State of GTM Jobs: Customer Success At the crossroads of retention and revenue, Customer Success (CS) is a cornerstone for sustainable growth and is growing in both scope and importance. For example, a Chief Customer Officer Summit was hosted for the first time at SaaStr Annual this year. Lets get into it.
Enter AI and Agentforce for Consumer Goods , which are quickly changing the way consumer goods companies engage with their customers. Learn more about: Understanding agentic AI Agents for sales Agents for key accountmanagement Agents for retail execution Agents for customer service Are you ready to build agents for your consumer goods brand?
Within all of these, theres a growing demand for more HLS personalization: trust-centered customer and patient experiences that not only meet individual needs but also proactively improve health outcomes. HLS personalization is a strategic necessity for brands and organizations operating in this environment.
What Is StrategicAccountManagement? Strategicaccountmanagement (SAM) is a systematic approach to managing and growing an organization's most important customers (often referred to as key accounts) to maximize mutual value and achieve mutually beneficial goals.
Managing a strategicaccount is a complicated balancing act. But to achieve long-term success with a strategicaccount, the customer needs to view you as a trusted partner, which means you need to constantly set yourself apart from the competition by helping your customer achieve their long-term goals.
The single most important element of accountmanagement and one of the most critical sales skills is proactivity. Yet, unfortunately, far too many farmers or accountmanagers leave too much to reaction or reactivity. The great advantage to accountmanagement is your access to data. This seems rather obvious.
What is key accountmanagement? And what is the difference between key accountmanagement and sales? Then there is key accountmanagement and strategicaccountmanagement – what is the difference? What Is Key AccountManagement? So what is key accountmanagement?
AI is helping PPC managers focus more on strategic initiatives, such as campaign inputs and back-end management, rather than manual operations. Here’s a closer look at how AI will impact the daily activities of PPC accountmanagers. PPC managers need to be part of this conversation!
It’s modest to start, but there’s potential to sell into multiple buying centers, across geographies, and the new product your company is launching will help the customer simplify their processes, increase efficiencies, and reduce strain on their supply chain. But that’s all in the hands of the key account team now. This one has buzz.
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