Tag: saas am
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Finding Your Management Style

Having been a manager in three different industries and several companies with varying hierarchies, some with very fixed processes and others with non-existent ones, and working under managers with diverse styles, it is never easy to find your own management style. I have seen colleagues become micro-managers, others pick up the wrong practices and habits…
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Tools of the Trade – SaaS Account Management Tools: My Top Picks

In the ever-evolving landscape of SaaS account management, having the right tools can be a game-changer. Over the years, I’ve experimented with various tools and platforms, and here are my top picks that have significantly enhanced mine and my teams account management capabilities.
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Navigating the Rough Waters: Dealing with SaaS Account Challenges

If you have worked in sales and account management I am sure that, just as myself you have had to navigate a myriad of challenges. Each serves as an opportunity for growth and learning. I’d like to share some of these personal experiences and focus on how I faced them and overcame them. Resistance to…
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Strategic Account Planning: Setting the Stage for SaaS Success

Hey everyone, welcome back to our series! Today, I’m excited to dive into a topic that’s close to my heart and crucial for anyone in the SaaS account management game: strategic account planning. This isn’t just about hitting those sales numbers; it’s about really getting to know your client’s world, syncing up with their ambitions,…
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Upselling and Cross-selling: Growing Your Accounts with Finesse

In this post, we explore the delicate art and a bit of a balancing act of upselling and cross-selling. These strategies are essential for growing your accounts, but they must be executed with finesse to avoid coming across as pushy or salesly. Be aware you are speaking with customers you want to keep long-term, so…
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Creating Lasting Impressions: Onboarding New SaaS Clients

Welcome back to our series on SaaS account management. Today, we delve into the crucial phase of onboarding new clients. A well-executed onboarding process not only sets the tone for your relationship with the client but also lays the groundwork for their success and satisfaction with your service and how they will behave later down…
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The Art of Relationship Building in SaaS Account Management

In the dynamic world of SaaS (Software as a Service), the cornerstone of success often lies in the art of relationship building. As someone who runs a team and has been an account manager, I’ve learned that the depth and quality of relationships with clients can make or break the long-term success of both the…
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Creating Lasting Impressions: Onboarding New SaaS Clients

Welcome back to our series on SaaS Account Management. Today, we’re focusing on a critical aspect that can make or break your relationship with new clients: the onboarding process. A smooth and supportive onboarding experience is crucial—it either sets you up for cancellation or for retention and upsell. It really is that simple. Let’s walk…
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The ABCs of SaaS Account Management: An Introduction

SaaS Account Management is the process of managing and nurturing relationships with customers who use your software-as-a-service products. It’s not just about keeping customers satisfied; it’s about understanding their needs, helping them achieve their goals, and ensuring they realize the full value of your product. It is also about developing a personal relationship and trust…








