Getting lost in the whirlwind of SaaS customer support? We don’t blame you.


In the ever-evolving landscape of Software as a Service (SaaS), where customer satisfaction and retention are paramount, implementing robust customer support and success strategies is the key to sustainable growth.

Integration is already complicated in SaaS, never mind scaling, increasing recurring revenue, and reducing churn simultaneously. We talk to a lot of SaaS companies who just don’t have the time or resources to focus on integrating an effective customer service strategy into their business plan. 

As the experts, we’ve put together this quick guide to help you master customer support for SaaS, as well as our best practices and tips to help you along the way.

What is SaaS customer service?

When you’re running a SaaS business, assisting your customers from pre-sale to post-sale is a crucial step in ensuring you build a trusting customer base, and invest in returning customers. As we always say, great customer support is the foundation of growing a business, and the benefits of a great customer service strategy are endless. Your customers are your most valuable tool, so it’s time to optimise your process to grow your consumer base.

Breaking it down…

5 Ways to Master Customer Support Best Practices

1. Hire & train the best customer service team

Recruitment. The ultimate business challenge. Hiring the right candidates, training them, and trusting them to deliver excellent customer service for your business can be daunting. You should master the recruitment process, onboarding a team that you can trust and train to become experts in your product, dedicated to solving problems and creating returning customers. Customer support outsourcing might be the way forward if you’re not in a position to fully invest in recruitment in-house. It’s not something you can afford to skimp on, so if you’re looking to save money, it’s better to outsource it to an external team that already has the knowledge and expertise you need.

2. Always consider scale

Customer service is key to correctly and effectively scaling your SaaS business. You need to understand your market, optimise customer acquisition, enhance the product in response to feedback, and nail customer retention in order to expand globally. By staying updated on industry trends, competitor strategies, and changes in customer preferences, you can position yourself for sustainable and successful scaling in a competitive market. Regularly reassessing and adapting to a changing market will be crucial for long-term growth.

3. Invest in omnichannel customer support

Omnichannel customer support is something we know a whole lot about. Your customers need to know that you’ve got them covered on all bases. Especially if you’re dealing with a wide range of demographics; younger audiences might use social media and chatbot support, and older people might be more swayed towards enquiring via email and phone. In order to keep up with the competition, you need to be there for all of them. It’s a lot to manage, so stay organised by optimising processes and delegating tasks effectively. 

4. Cover technology support

Tech is more important than ever, but as a SaaS company, you know that all too well. If a customer faces a tech issue and then doesn’t receive the right support, it could be the difference between a successful sale and a negative review. The reason technology support is so specialist is that your support agents need to know the product inside and out.  This means having in-depth knowledge about common technical issues and staying updated on new releases, updates, and industry best practices.

5. Measure & optimise

The SaaS companies with the most effective customer service strategy are those who are constantly measuring their results, and optimising their processes. That means tracking data, taking customer feedback, gathering insights, and using them to identify areas for improvement to guide future development. Utilising the positive and negative feedback loop to constantly improve your customer support means you can stay responsive to customer needs and preferences over time. Implementing a bulletproof feedback loop is crucial for maintaining a customer-centric approach and investing in long-term success.

Outsource your way to better business

If covering all of these bases (and all of the ones we haven’t even mentioned) seems a bit out of reach at this stage, it might be time to outsource. SaaS customer support outsourcing is a specialist thing. But with the right expertise, you’ll be able to cover all support channels, boost sales, track and optimise your strategy, and gain a full customer support partnership, there for you 24 hours a day, 7 days a week.


Investing in customer service outsourcing has endless benefits, giving you access to a team of specialists, so you don’t have to worry about a thing.

Our round-up

We hope we’ve been able to answer your questions about SaaS customer support and give you our expert knowledge around best practices for truly mastering customer service, not only as a given but as an important business tool for effectively growing and scaling your business for the foreseeable. 

We like to think our resources are pretty comprehensive, but if you’ve been left with any questions please don’t hesitate to reach out to one of our specialists.

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