How to scale your SaaS sales

How to scale your SaaS sales

Founded in 2005, LucidEra was a SaaS startup offering analysis of CRM and ERP data. The company went out of business in 2009, after running into problems with longer sales cycles and its go-to market strategy. The customer base they focused on was sales departments, and the company relied on Salesforce's CRM data, for the most part. However, they did not combine it with data from marketing and finance departments. Like LucidEra, several other SaaS companies have collapsed after inflows of VC funding and failed to scale as a result. Any SaaS startup needs to be confident of their services and pricing, and target the right audience. Once you have a killer product, all you need are a few clear cut sales strategies to aim high. 


 1. Sales and marketing go hand in hand. 

One common mistake most startups make is cold calling just about anybody on their lead list. This not only wastes a lot of time on the sales rep's part, but is also highly inefficient. Generating leads through marketing webinars, conferences, seminars, and social media can help drive sales drastically. Make sure to invest in your marketing strategy, as much as in sales and development.


 

 2. Choose your battles wisely. 

 

Not all deals necessarily generate a profit. Suppose a lead requires you to travel a lot or drags on for ages, taking up valuable time and resources of your sales representative, and it turns out it isn't really worth it. Don't just take any deal that comes your way. Define a set of guidelines for your organization's sales strategy, and stick to it.

 

  3. Customer retention is key.

 

While closing new deals is imperative to scale sales, it's second only to customer retention. Imagine you've closed a deal a couple of years ago worth 10 grand. You've been struggling to close a new deal with a similar amount for the past six months. But that customer from a couple of years back was not properly onboarded, doesn't really have in-depth knowledge of the product, and receives the same impersonal message from support every time. The customer is not satisfied and moves on to a new product. You on the other hand win your new deal, after having spent 6 months of resources. So how have you profited from this exchange?

Scale your support alongside your sales, and you might just hit that balance.

 

 

4. Scale up, don't shave off. 

 

What makes more sense: promoting a few of your experienced sales reps to sales managers, or sticking your rep in the same job for years and paying someone new a ton of money to do the same work? The former leads to greater employee satisfaction and more productivity because they are motivated to put forth their best effort. Instead of starting from scratch with a whole new team, fill the manager positions in-house with the most experienced sales reps.  Then hire one new rep to fill their shoes 

 


5. Give credit where credit is due. 

 

Now this happens in a lot of firms. The superstar of the sales team is the person who bagged a deal worth a hundred grand. Another rep who spends all week closing 10 deals of 10 grand each isn't given the same credit. Laud every employee to what they're due. 


 

6. Go freemium! 

 

Most companies boast stellar prices for their product first and hike it up after a while. Fix your product's price and stick to it. If you think your product is worth the price tag, don't worry that it's on the higher end. Offer a free subscription for the first 15-30 days, and, if it's worth it, your prospect will take the bait. Or you can offer a freemium model indefinitely, with basic features limiting the number of users. Once your user has gotten comfortable and hits their limit or sees the need for more features, they can pay for an upgraded version. A way to stave off users who unsubscribe after a few months is by offering a lower budgeted annual subscription, as opposed to the slightly pricier monthly subscription. 


 

7. Integrate with other products.

 

Let's face it. Your product might be great, but there's always a product out there that has a feature yours doesn't. Facilitating integrations and plugins can really boost your sales. Build a marketplace for your product before you pitch anything to your prospect. 


 

8. You can't do everything yourself. 

 

If you want to go international, you're going to need some help. If you're just starting your business, there's no way you'll be able to set up offices all over the globe. Instead, forge partnerships and get resellers for markets away from home. It's a win-win situation for both parties, and you'll be cutting costs phenomenally. 


 

9. Get listed and reviewed. 

You need a bit of publicity, if you want to climb up the ladder. Get yourself listed on sites such as producthunt.com and capterra.com for ratings and reviews of products, and leverage your product to customers. 

 

10. Network, network, network. 

 

Want valid prospects? Attend tradeshows, meetups, and seminars. Or even better, hold your own meetups, seminars, and workshops for your product, after due marketing research, of course, and gain prospects. This kind of networking allows you to give prosepcts a hands-on experience and interact with them one on one, improving your credibility and your chances of making a sale. 

 

Every Fortune 500 company out there will tell you that there's no simple shortcut to scale your sales. But perhaps with the right sales & marketing strategy, you could bypass roadblocks along the way and get there a few times bigger and stronger than you were before. Not because sales might be the backbone of SaaS businesses, but because it works hand in hand with every other aspect of your organization. 


    • Sticky Posts

    • As Sales Person, Here are my New Year Resolutions. What are Yours?

      Being a salesperson, I keep learning from my mistakes and have noted a few changes that I need to make in my approach. I take these resolutions going into 2021, hoping to keep it going for as long as possible :) 1. I will not say "Yes, our product has
    • Once Upon a Sales Meeting!

      It was an awkward silence in the meeting room "Uproar." John Kowalski, the new sales manager, was not happy with the team's performance. After scribbling something in the notepad, he decided to break the silence, John: I cannot believe you guys have been working like this. No reports, delusional forecasting, random targets, and no eye on the ball. Kevin: We followed Richard's orders. John: Well, Richard is not here anymore, is he? John walked up to the whiteboard, and wrote in big bold letters: "TARGET
    • Recent Topics

    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
    • Importing data into Assets

      So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
    • CRM templates

      Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
    • ZOHO Creator subform link

      Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
    • Allow Resource to Accept or Reject an Appointment

      I have heard that this can be done, is there any documentation on how?
    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
    • How To Insert Data into Zoho CRM Organization

      Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
    • Where can I get Equation Editor por Zoho Writer?

      I need to use Math Formulas in my document. Thank you.
    • How can I get base64 string from filecontent in widget

      Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile
    • Creator roadmap for the rest of 2022

      Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Filtering repport for portal users

      Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
    • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

      Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
    • Is Zoho Sheet available for Linux ?

      Is Zoho Sheet available for Linux ?
    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
    • BUTTONS SHOWN AS AN ICON ON A REPORT

      Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
    • RFQ MODEL

      A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
    • Will zoho thrive be integrated with Zoho Books?

      title
    • Product Updates in Zoho Workplace applications | August 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
    • Notebook audio recordings disappearing

      I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),
    • Error While Sign in on Zoho Work Drive

      Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser
    • Next Page