Auctor purus, aliquet risus tincidunt erat nulla sed quam blandit mattis id gravida elementum, amet id libero nibh urna nisi sit sed. Velit enim at purus arcu sed ac. Viverra maecenas id netus euismod phasellus et tempus rutrum tellus nisi, amet porttitor facilisis aenean faucibus eu nec pellentesque id. Volutpat, pellentesque cursus sit at ut a imperdiet duis turpis duis ultrices gravida at aenean amet mattis sed aliquam augue nisl cras suscipit.
At elit elementum consectetur interdum venenatis et id vestibulum id imperdiet elit urna sed vulputate bibendum aliquam. Tristique lectus tellus amet, mauris lorem venenatis vulputate morbi condimentum felis et lobortis urna amet odio leo tincidunt semper sed bibendum metus, malesuada scelerisque laoreet risus duis.
Ullamcorper pellentesque a ultrices maecenas fermentum neque eget. Habitant cum esat ornare sed. Tristique semper est diam mattis elit. Viverra adipiscing vulputate nibh neque at. Adipiscing tempus id sed arcu accumsan ullamcorper dignissim pulvinar ullamcorper urna, habitasse. Lectus scelerisque euismod risus tristique nullam elementum diam libero sit sed diam rhoncus, accumsan proin amet eu nunc vel turpis eu orci sit fames.
“Sit enim porttitor vehicula consequat urna, eleifend tincidunt vulputate turpis, dignissim pulvinar ullamcorper”
Nisi in sem ipsum fermentum massa quisque cursus risus sociis sit massa suspendisse. Neque vulputate sed purus, dui sit diam praesent ullamcorper at in non dignissim iaculis velit nibh eu vitae. Bibendum euismod ipsum euismod urna vestibulum ut ligula. In faucibus egestas dui integer tempor feugiat lorem venenatis sollicitudin quis ultrices cras feugiat iaculis eget.
Id ac imperdiet est eget justo viverra nunc faucibus tempus tempus porttitor commodo sodales sed tellus eu donec enim. Lectus eu viverra ullamcorper ultricies et lacinia nisl ut at aliquet lacus blandit dui arcu at in id amet orci egestas commodo sagittis in. Vel risus magna nibh elementum pellentesque feugiat netus sit donec tellus nunc gravida feugiat nullam dignissim rutrum lacus felis morbi nisi interdum tincidunt. Vestibulum pellentesque cursus magna pulvinar est at quis nisi nam et sed in hac quis vulputate vitae in et sit. Interdum etiam nulla lorem lorem feugiat cursus etiam massa facilisi ut.
In the past decade, CRMs have revolutionized customer relationships. From tracking prospects to recording sales interactions - teams can unlock incredible insights with a good Customer Relationship Management platform. But what happens once customers become clients? Many SaaS firms overlook post-sale CRM use or struggle to find something that meets their needs for data capture and reporting in the customer success lifecycle. As such, those who successfully leverage comprehensive CRMs after purchase often reap powerful rewards!
If your team is thinking about leveraging a CRM during the post-sales cycles of your SaaS business, here are a few tips to keep in mind:
One of the biggest reasons the customer onboarding process has such a negative stigma is that new customers, often already overwhelmed by a long sales process, are jolted into yet another long line of meetings and introductions. Although it may sound revolutionary to some, the post-sales process should be seamless for customers transitioning from sales, and this same mentality goes for the CRM itself. Whether it’s recording customer interactions, collecting meeting notes, or assigning tasks, your post-sales CRM management process should look the same for both customers and your internal team alike.
As CRM platforms have become ‘must have’ tools for sales teams, the market has been flooded with platforms designed for all kinds of customer-focused activity. For post-sales activities and customer success workflows, having a CRM platform that is specifically designed to help onboard, retain, and grow customers is key. All of your post-sales customer activities from meeting notes to customer sentiment to growth forecasting is available in a single location for easy access and organization.
The customer journey is in place to help guide customer success teams and their customers towards desired outcomes. While a dedicated post-sales CRM is a great tool to help manage this process, actually working with your sales, marketing, finance, and product teams can help ensure that the steps outlined during this process (and the features available in your CRM platform) are all providing value at every step of the process.
For many new customers, transitioning from the sales process to the onboarding process can be glitchy and uncomfortable. Post-sales CRM platforms are a key tool for customer success teams who want to show immediate value to customers out of the gate and to keep that momentum going down the road. By keeping the above tips and mind – and adopting a dedicated post-sales CRM platform and process – your team can ensure that customers remain happy and satisfied with your team.
