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At Pioneer, we shared our vision of a single Customer Agent working across the customer lifecycle. Fin for Sales is a big step towards that vision, and brings Fin to the start of t...
AI-driven customer success strategies are transforming sales teams into lean, high-efficiency revenue generators. The post Carles Reina: Customer success must evolve into a revenue...
Pricing should align with value delivery. In the case of sales, that means paying when Fin qualifies a lead.
What is a Customer Success Manager? Roles, Salary & Scope In today’s fast-changing business world, many customer support professionals desire... The post What is a Customer Suc...
Today we’re announcing The Sales Agent Blueprint, a map for launching and scaling AI for sales with confidence.
Learn how automated tools help your team manage recurring revenue. Build for the future.
The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Cust...
Customer success teams have never been short of data. Health scores, product usage, sentiment signals, and relationship context exist across systems — but turning that data into in...
TL;DR The 12 metrics that actually predict retention in SaaS today span four categories: Loyalty & Satisfaction (NPS, CSAT, CES), Retention & Revenue (Retention Rate, C...
In some ways, we helped build the Customer Success category at SaaStr a generation or so ago. Some of the earliest writing here on Second Order Revenueand the power of a funded, de...
Imagine this: your marketing team just launched a campaign that produced hundreds of valuable leads. Meanwhile, your salespeople see only half of that number in their pipeline. Som...
Celebrating the Trailblazers putting Agentforce to work
We used freed-up capacity from Fin to spin up a consultative support function, which has changed the way we operate and driven meaningful business results.
Clients don't sign deals simply because they like your product. They mainly jump on your ship because they trust you can help them achieve their goals. Case studies play a huge rol...
Amelia and I just released Episode #003 of The Agents. Three humans, 20+ agents, revenue went from -19% to +47% YoY, and every week we get into what’s actually working, what’s brea...
Caught between high customer expectations and limited time, small teams are reinventing their sales with AI agents — find out how.
Part V in the series on lessons from the top 1% of GTM leaders in B2B software & AI. The post Lessons From Okta’s CRO appeared first on GTMnow.
In the subscription economy, loyalty determines profitability. As a result, customer support services directly influence how long customers stay, how […] Magellan Solutions - Call...
Most go-to-market teams spent the last 18 months buying an agent for every job. Gartner told them to. The advice was to evaluate agents for discrete parts of the sales cycle: a tas...
Learn how to map every interaction to build stronger relationships and grow your small business faster.
CRMs were built on a straightforward premise: centralize customer data, reduce manual effort, and give sales teams the visibility they need to close deals. However, the reality tod...
Key Takeaways 1. Territory problems are invisible without a map. Overlaps and imbalances rarely show up in reports. They only become visible when your CRM data is plotted geo...
When Claude Opus 4.6 shipped in December 2025, Anthropic’s commercial team came back from winter break to find demand had gone vertical. They hadn’t hired for it. They hadn’t plann...
Think your CRM is just a fancy address book? The truth is, many teams still wrestle with manual logging and repetitive admin work instead of actually selling. Before we roll initia...
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