The Ultimate CRM Guide for SaaS

Are you tired of your customers, whom you've spent so much money and effort acquiring, not coming back to your website after the first day? You think you have a good product, but your users just don't seem that engaged and aren't bringing you enough profits.

The Ultimate CRM Guide for SaaS will help you:

• reduce your churn rate
• increase customer engagement
• retain your customers in the long run
• increase your Customer Lifetime Value

It's not one of those 200 page books filled with fluff just to bump up the word count. Every sentence shares valuable knowledge I've learned throughout the years, and there is an actionable checklist at the end so you can start implementing things straight away.

Here is a short preview of what awaits:

✅ Analysis - to know how to retain your customers, you must first understand the customers themselves. What kind of people use my service? Why do they use it? Why they chose my business over other competitors? What are their expectations? I’ll show you how to get the answers to these questions, as well as how to create buyer personas and segment your customers. You will also learn the basics of Cohort Analysis, and why it’s one of the most used CRM tools.

✅ Onboarding - after discovering more more about your customers, it’s time to think how we can use this information to our advantage and apply it to different phases of the journey. Without a doubt, the most important one is the onboarding process. It’s where customers are won and lost most often, so you shouldn’t neglect it. In this section, you’ll learn how to turn the welcome email from an annoying formality to a CRM weapon, and also create a checklist to showcase your most important features and ensure a smooth onboarding for your customers. Last but not least, you’ll learn how to use the onboarding questionnaire to gather valuable information and data about your users.

✅ Flows - using flows to guide users throughout the product can bring you immense value, reduce churn and increase customer engagement, which all results in increasing the revenue of your business.

✅ Customer engagement - many people think that if you’ve managed to onboard a customer successfully, the job is done and he is yours forever. Hopefully, you’re not one of those people. Keeping your customers engaged is a continuous process that can lead to an increase in Customer Lifetime Value and should play a major part in your CRM strategy. I’ll show you what are the different types of emails you should send to your users along their journey.

✅ Types of communication - there are many ways to reach a customer, so it’s important to know what’s the most efficient way to do it. We’ll cover things such as Email, push notifications, in-app/inbox messages, and SMS.

✅ CRM Software - last but not least, I’ll review some of the most popular CRM systems and tools, and give you my personal opinion about the ones that I’ve used.

With this book I want to provide you with all the information that I would've needed when I was starting my CRM journey, because there aren't many resources about it, even though it's a key part of every successful business.

If you enjoyed the book, don’t forget to leave a review - it would help me out tremendously. And of course, feel free to share with me the great results you will without a doubt achieve after implementing the techniques from here.