Curated from: ashleyhgillespie.medium.com
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Across the SaaS industry the debate about success teams owning revenue metrics, whether recurring or expansion, is a hot one. You’ll find strong opinions all over the map. Some are from the school of thought that “trusted advisors” from a success team cannot truly be trustworthy if they are responsible for a sales goal. Others say that success team members know exactly what their client’s needs are, and therefore can sell to them most successfully.
It is important to acknowledge that all members of a company have some selling to do as a representative of the brand.
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Of course we all hope for relationships that are thriving and renewals that are automatic, but unfortunately, this is not always the case. When approaching a renewal, always provide as much time as possible; busy business contacts do not love a surprise. 2–3 months prior to renewal, schedule a call with all key stakeholders. When requesting and scheduling this call be sure to provide an overview of renewal logistics, sharing important dates and tasks
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There are a number of ways to approach selling new products or functionality to a current customer. Hopefully, with assistance of a product marketing team, your customers are frequently updated on new offerings via email. If so, this can be a natural conversation starter for you and your team. If not, you should establish a regular cadence of contact with your clients to cover product and service updates. Tracking calls with each client to your roadmap will help you be sure you have discussed every new offering as it is made available.
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Regardless of the metrics your success department owns, everyone in a start-up is an important extension of the brand. Awareness of the competitive landscape and your product will empower every member of your success team to sell in a professional, comfortable way.
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