SubscriptionFlow Glossaries
- Customer Onboarding
- Customer Planning
- Customer Rapport
- Customer Retention
- Customer Satisfaction Survey
- Customer Success
- Customer Success Metrics
- Customer Surveys
- Entitlements
- Health score
- Negative Churn
- NPS
- Product Adoption
- Product Onboarding
- Renewal Forecasting
- Advocacy
- Audit Checklist
- Account Expansion
- Account Management
- Account Planning
- Automated User Engagement
- Churn Alerts
- Churn Indicators
- Churn Risks
- Client Success
- Cross-sell
- Customer Acquisition
- Customer Engagement
- Customer Expansion
- Customer feedback
- Customer Health
- Customer journey
- Customer Journey Mapping
- Customer Lifecycle
- Playbook
- Upsell
What are Payment Methods?
Payment methods are the different options your customer has to pay for your offerings. These include cash, debit/credit card, wire transfer, or alternative options, such as Paypal, Applepay, etc. As businesses nowadays increasingly have global customers, there is a need for multiple payment methods not limited by state/country boundaries.
What are Subscription Renewals?
Subscription renewal is the process each customer goes through when continuing their subscription into the next billing cycle.
What is Subscription Management?
Subscription management is the internal process that subscription companies use to effectively run their business. Subscription management software automatically bills, invoices and processes payments for businesses offering subscription-based products or services. This software also offers features such as KPI tracking, subscription handling automation, customer data management, dunning management and reporting & analytics.
What is Freemium?
The Freemium Model is a business strategy that is widely adopted by companies in the subscription-based business world. It entails offering certain product features at no cost, enabling users to engage with the essential functionalities.What is Customer Onboarding?
Customer onboarding is the nurturing post-purchase process that gets new users and customers acquainted and comfortable with your company and product.What is Customer Planning?
Customer Planning is the whole technical process that involves creating a plan that acts as a single point of reference for customer information.
What is Customer Rapport?
Customer Rapport is about establishing and maintaining a positive relationship with consumers. It entails understanding and communicating well with your audience.What is Customer Retention?
Customer Retention is one of the company’s core objectives for goal and revenue stability. It is the ability of a business to retain its customers over time.What is a Customer Satisfaction Survey?
Customer Satisfaction (CSAT) Surveys are used to understand your customer’s satisfaction levels with your organization’s products, services, or experiences.
What is Customer Success?
Customer Success is a method for ensuring customers reach their desired outcomes when using an organization’s product or service. It is the whole set of after-sales services to facilitate beneficial outcomes for your customers.
What are Customer Success Metrics?
Customer Success Metrics, similar to KPIs are the metrics used by customer success teams and account managers to track if they are working effectively to ensure customers reach their desired outcomes.
What are Customer Surveys?
Customer surveys are used to collect feedback from their customers about any number of topics and gauge how customers feel and think about the product/services.What are Entitlements?
Entitlements are the rights given to the customers to use certain products or features. In the SaaS business industry, there is a huge importance of entitlements.What is a Customer Health Score?
The customer health score is a metric that shows the probability of a customer to grow, stay consistent, or churn. Customer success leaders use it to predict how to improve the business relationship.
What is Negative Churn?
Negative churn used synonymously with negative revenue churn, is a state in which new revenue from existing customers outweighs the lost revenue from cancellations and downgrades.
What is NPS?
NPS stands for Net Promoter Score which is a metric used to gauge customer experience programs. NPS measures the loyalty of customers to a company based on a single survey question regarding the user’s likelihood of recommending your company’s product or service to others.
What is Product Adoption?
Product adoption or user adoption describes the process of users becoming aware of a product, understanding its value, and beginning to use it.
What is Product Onboarding?
Product onboarding, also known as user onboarding or customer onboarding, is introducing your product to users after they subscribe.
What is Renewal Forecasting?
Renewal forecasting is to help the organization by projecting likely growth and churn rate and comparing those to past or industry benchmarks.What is Customer Advocacy?
Customer advocacy is also one of the goal of customer success to maximize recurring revenue and increase sales by acquiring customers using advocacy of the existing customer base.
What is an Audit Checklist?
An audit checklist is a set of actions that helps to identify inefficiencies and quality improvements in your requirements, data, and processes to manage a customer account.
What is Account Expansion?
Account expansion refers to revenue growth due to employing opportunities of up-sell and cross-sell for the customers. An example of this is when a subscriber upgrades their plan, therefore increasing MRR.
What is Account Management?
Account management in SaaS refers to the management of a customer’s interactions with a software service, including any trials or signups the client may have.What is Account Planning?
Account planning focuses on the process of mapping out details for client accounts whether prospective or existing ones. It covers information that primarily focuses on understanding your customer’s decision making process.
What is Automated User Engagement?
Automated user engagement enables companies to streamline, automate, and measure omnichannel digital marketing tasks and workflows to increase customer engagement.
What are Churn Alerts?
Churn alerts are triggers that are set on multiple conditions of lower health scores indicating the customer is at risk of discontinuing their subscription.
What are Churn Indicators?
Churn Indicators can be different for different businesses and these are used as flags that specify the different types of risks of customer churn.What are Churn Risks?
Churn risks are the probabilities that indicate when, why, and how a customer will stop using or paying for a product or service. Churn risks are defined to reduce the rate customers discontinue their subscriptions.
What is Client Success?
Client or customer success is an aftersales service provided to customers to deal with challenges and proactively provide solutions, helping them achieve business success.
What is Cross-selling?
Cross-selling is a sales tactic that involves selling supplementary products or services based on historical data or the customer’s interest in, or purchase of, one of your company’s offerings.
What is Customer Acquisition?
Customer acquisition is the phenomenon of acquiring new customers or clients for your business that bring revenue to the income streams.
What is Customer Engagement?
Customer engagement is the process of interacting with clients through a variety of channels to manage pain points and strengthen relationships with customers.What is Customer Expansion?
Customer expansion, also called account expansion, is the practice of creating more value for customers through upgrading their subscriptions. It is one of the core objectives of customer success
What is Customer Feedback?
Customer feedback, also known as customer reviews is evaluative information provided by customers about their experience with a product or service. It informs companies about their level of customer satisfaction and can provide insight for improvements.
What is Customer Health?
A customer health score is a metric used largely by customer success teams to determine whether customers are healthy or at risk of churning.
What is a Customer Journey?
A customer journey includes all the interactions a customer has with a company leading up to and after their purchase. It is the path a customer follows from the moment they first hear about a company to long after they make their first purchase.
What is Customer Journey Mapping?
It refers to identifying, connecting, and finding the meaning of the customer journey. A customer journey map is a visual representation of the customer journey.What is a Customer Lifecycle?
A customer lifecycle refers to the entire process of a potential customer first hearing about your product or service, making a purchase, and becoming a longtime customer. Understanding customer lifecycles is important because it directly influences customer retention, loyalty, and overall business growth.
What is a Customer Success Playbook?
A customer success playbook is a set of guidelines and rules to navigate through customer interactions strategically. Customer Success Playbooks focus on outlining procedures, best practices, and actions tailored to boost customer satisfaction and loyalty.
What is Upselling?
Upselling is to encourage customers to spend more by buying exclusive features/add-ons or upgraded/premium versions of a product or service. Upselling is a great way to create more value for your customers while increasing MRR and ARR.
- Customer Onboarding
- Customer Planning
- Customer Rapport
- Customer Retention
- Customer Satisfaction Survey
- Customer Success
- Customer Success Metrics
- Customer Surveys
- Entitlements
- Health score
- Negative Churn
- NPS
- Product Adoption
- Product Onboarding
- Renewal Forecasting
- Subscription Renewals
- Advocacy
- Audit Checklist
What is Customer Onboarding?
Customer onboarding is the nurturing post-purchase process that gets new users and customers acquainted and comfortable with your company and product.What is Customer Planning?
Customer Planning is a whole technical process that involves creating a plan that acts as a single point of reference for customer information.What is Customer Rapport?
Customer Rapport is about establishing and maintaining a positive relationship with consumers. It entails understanding and communicating well with your audience.What is Customer Retention?
Customer Retention is one of the company’s core objectives for goal and revenue stability. It is the ability of a business to retain its customers over time.What is Customer Satisfaction Survey?
Customer Satisfaction (CSAT) Surveys are used to understand your customer’s satisfaction levels with your organization’s products, services, or experiences.What is Customer Success?
Customer Success is a method for ensuring customers reach their desired outcomes when using an organization’s product or service. It is the whole set of after-sales servicesWhat is Customer Success Metrics?
Customer Success Metrics or KPIs are the metrics customer success teams and account managers can track to see if they are working effectively, how well a customerWhat is Customer Surveys?
Customer surveys are used to collect feedback from their customers about any number of topics and gauge how customers feel and think about the product/services.What is Entitlements?
Entitlements are the rights given to the customers to use certain products or features. In the SaaS business industry, there is a huge importance of entitlements.What is Health score?
The customer health score is a metric that shows the probability of a customer to grow, stay consistent, or churn. Customer success leaders use it to predict how the business relationshipWhat is Negative Churn?
Negative churn is also used synonymously with negative revenue churn, which is a state of revenue and the net churn of subscription businesses when new revenueWhat is NPS?
NPS stands for Net Promoter Score which is a metric used to gauge customer experience programs. NPS measures the loyalty of customers to a company and also predicts the businessWhat is Product Adoption?
Product adoption or User Adoption describes the process of users becoming aware of a product, understanding its value, and beginning to use it.What is Product Onboarding?
Product onboarding, often known as user onboarding or customer onboarding, is introducing your product to users to begin a business with it after they subscribe.What is Renewal Forecasting?
Renewal forecasting is to help the organization by projecting likely growth and churn rate and comparing those to past or industry benchmarks.What is Subscription Renewals?
Subscription renewal is the process each customer goes through when continuing their subscription into the next billing cycle. Subscription renewals.What is Advocacy?
Customer advocacy is also one of the goal of customer success to maximize recurring revenue and increase sales by acquiring customers using advocacy of the existing customer base.What is Audit Checklist?
Audit checklist is a set of checklists that helps to identify inefficiencies and quality improvements in your requirements, data, and processes to manage a customer account.What is Account Expansion?
Account expansion refers to the revenue growth by employing opportunities of up-sell and cross-sell for the customers. The customer success teams, on the basis of historical dataWhat is Account Management?
Account management in SaaS refers to the management of a customer’s interactions with a software service, including any trials or signups the client may have.What is Account Planning?
Account planning focuses on the process of mapping out the details for the clients whether prospective or existing ones. It covers information that primarily focusesWhat is Automated User Engagement?
Customer Engagement Automation enables companies to streamline, automate, and measure omnichannel digital marketing tasks and workflowsWhat is Churn Alerts?
churn alerts are the triggers that are set on multiple conditions or indications of lower health scores when the customer reaches at the risk of churning.What is Churn Indicators?
Churn Indicators can be different for different businesses and these are used as flags that specify the different types of risks of customer churn.What is Churn Risks?
Churn risks are the probabilities that indicate when, why, and how a customer can stop using a product or service or paying for a service. Churn risks are defined to reduceWhat is Client Success?
Customer success is an aftersales service provided to the customers to deal with challenges and proactively provide solutions and help them achieve business success.What is Cross-sell?
Cross-selling is a sales tactic that involves selling supplementary products or services based on the customer’s interest in, or purchase of, one of your company’s products or the historical data as well.What is Customer Acquisition?
Customer acquisition is the phenomenon of acquiring new customers or clients for your business that bring revenue to the income streams. Customer acquisitionWhat is Customer Engagement?
Customer engagement is the process of interacting with clients through a variety of channels to manage pain points and strengthen relationships with customers.What is Customer Expansion?
Customer expansion, also called account expansion, is one of the core objectives of customer success. It can be defined as the practice of creating more value for customersWhat is Customer feedback?
Customer feedback aka customer review is evaluative information provided by customers about their experience with a product or service. It intends to inform about their level of satisfactionWhat is Customer Health?
A customer health score is a metric used largely by customer success teams to determine whether customers are healthy or at risk to churn. Deciding on a scoring systemWhat is Customer journey?
A customer journey includes all the interactions a customer has with a brand leading up to and after their purchase. To be factual, it is a path a customer follows from the momentWhat is Customer Journey Mapping?
It refers to identifying, connecting, and finding the meaning of the customer journey. A customer journey map is a visual representation of the customer journey.What is Customer Lifecycle?
It refers to identifying, connecting, and finding the meaning of the customer journey. A customer journey map is a visual representation of the customer journey.
What is Playbook?
A customer success playbook is a set of guidelines and rules to navigate through the instances of customers strategically. Customer Success Playbook entailsWhat is Upsell?
Upselling is to encourage customers to spend more by buying exclusive features/add-ons or an upgraded or premium version of a product with promising long-term benefits.
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SubscriptionFlow has saved us time and money. SubscriptionFlow has solved all of our billing and invoicing woes. With its extensive CRM tools and centralized system for unifying customer information, it…
Jim M
It’s been more than 2 years since I started using SubscriptionFlow and I am comfortable in saying that this software has got everything you require to manage your subscribers.
Saima A
SubscriptionFlow is a huge improvement over our previous program. Prior to using SubscriptionFlow, our accounting processes lacked efficiency and we struggled to keep up with our customers’ invoice and somehow…
Sheila M
A complete solution to all your subscription model needs… SubscriptionFlow takes care of all our troubles and provides great convenience for us and our subscribers.
Habiba F
Probably the most versatile solution on the market… Subscriptionflow gives flexibility to the user, unlike any other solution I've seen on the market.
Scott N
Great solution for our somewhat complex business model. The support team behind the software were very helpful. They even set up some integrations for us that others weren't offering and…