CRM for SaaS businesses provides you with the customer experience you need in the industry for your B2B and SaaS business. It is a unified platform for marketing, sales, and customer service which can be personalized to include your unique financial metrics such as monthly recurring revenue.
Important of SaaS CRM for Your Business
Imagine you are at work and you have just received an email from an important lead asking you to schedule a demo for them the next morning. While you are still typing your reply, the cell starts ringing. It is that agency you were trying to contact for the last 2 weeks finally willing to set a meeting. You leave everything and begin working on your presentation. Next, you check in with a colleague for the latest news on this lead, do some online research to learn more about the decision-makers, search for case studies, have discussions with your manager, and write some emails regarding the client. You made the perfect presentation at 1 am and you finally go home. Did you forget something? What about that demo tomorrow?
We understand. Setting up meetings, managing contacts, and following up with leads promptly together is not easy. Add this to updating tens of Excel sheets, sending invoices, writing reports, etc. there’s little time left for actual selling. Here is where CRM for SaaS businesses comes in.
How Does CRM for SaaS Business Help?
Using a SaaS CRM Platform you can now manage contacts, nurture leads, send quotes and retain customers. The software helps you generate revenue, take control of sales, look after your accounting and manage marketing campaigns. CRM for SaaS Companies leverages the power of AI and provides omnichannel customer experiences and valuable insights from the reporting tools available to make data-driven decisions.
Subscription Management Software: The Best Choice for a SaaS CRM Software
If you are looking to streamline customer relationship management for your SaaS business, SubscriptionFlow’s robust and flexible SaaS CRM Software is your best option.
It provides you with a 360-degree outlook of your business. This includes
- Monitoring of customer behavior and activity
- Customer retention metrics
- Analytics and insights
- Database Synchronization
- Integration Flexibility
- Using this SaaS CRM platform you can leverage the best customer Experience using a
- Customizable Service Portal
The customer portal allows you to provide similar customer experiences to different customers. The software offers trials, freemiums, rewards, coupons, and customization of a subscription self-service portal to communicate with your end customers. From onboarding greetings to important notices for updates and changes, you can communicate with all your customers through a single dashboard using CRM. SaaS CRM Platform also tracks customer changes and gets real-time notifications for any changes made by users. Using advanced AI-powered analytical reports it describes your customer activity, predictions, and behavior patterns. This means that this CRM for SaaS business monitors real-time changes and notifies you when undesired or desired actions are taken by any customer.
Leveraging SaaS CRM for Retaining Customers
- Time without paying Offers for Subscribers
Using CRM you can provide your customers the option to take a break from their subscriptions instead of canceling them. This is a powerful retention strategy that provides space to clients without losing them. This CRM for SaaS companies also provides the option of a customized pause period for the subscription according to the customer’s choice.
Customized and Reduced Pricing Tiers
The SaaS CRM offers customized and reduced pricing tiers to its customers so they can choose one that is more suited to their usage and required features. This helps customers continue with the subscriptions by switching to a different plan, instead of canceling their subscriptions.
- SaaS CRM platform helps you nurture leads so that you can bring solid deals and lock them in a timely. This is done through
- SaaS Free Trials
To nurture leads, it offers customers free trials for their SaaS subscription product or service. These trials not only nurture leads but also increase the conversion rate. Here SubscriptionFlow provides the option of choosing a trial period depending on your business. However, at times, customers ask for trial extensions. The trial management software helps you manage such customers and leads along with sending automated emails for any trial extensions.
- CRM for SaaS companies provides organizational collaboration by allowing customers to sync data across their tools using the only SaaS CRM software their employees will need to collaborate and communicate with one another. This includes
- Streamlining accounting and marketing
Integration with tools such as HubSpot, Avalara, QuickBooks, and MailChimp can automate all aspects of the customer’s business strategy in one platform.
Synchronized Contact Information
CRM software allows customers to have all their contacts synched with your software and tools which reduces hours’ worth of labor and directs their efforts towards growth