Does your SaaS business have a free trial? If so, then you have probably experienced various "personalities" of trial leads. This post will help you understand those personalities and offer strategies for managing each.
Playbooks — when used in the context of a Sales or CS team — represent lists of “plays” (or actions) that a rep is required to apply against any new lead or customer. They are borne from the belief (hope?) that there is some consistent, linear set of steps that can be designed and followed to ensure success for every one your accounts.
Over the last several months, we have moved our knowledge base to Notion. One of the last pieces we brought over was our product data schema (we used to track it in Github, then we moved it to a Dropbox Paper doc).
As SaaS businesses the world round shift their attention to maintaining their existing customer bases, they are having to think about churn in a way they haven’t before. And because of this, we think that a new skill set – a new competency – will emerge.
The SaaS business model has long challenged the need for the traditional software salesperson. The SaaS model – and more recently the push toward Product-Led Growth with its free trial and frictionless upgrade path – has called for the death of sales.