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

      • Zoho Desk blank page

        1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
      • I hate the new user UI with the bar on the left

        How can I reverse this?
      • Question regarding import of previous deals...

        Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
      • Client Script also planned for Zoho Desk?

        Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
      • One person/cell phone to manage multiple accounts

        Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
      • Tracking KPIs, Goals etc in People

        How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
      • Zoho Desk: Ticket Owner Agents vs Teams

        Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
      • Can not Use Attachment Button on Android Widget

        this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
      • Announcing new features in Trident for Mac (1.24.0)

        Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
      • Vendor Master Enhancements for Faster Purchase Entry

        I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
      • Mass Mail Statistics - Number of unsent emails

        How do I find out which emails were not sent?
      • Est-il possible d'annuler l'envoi d'un mail automatique ?

        Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
      • embed a form in an email

        Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
      • Zoho Bookings - Reserve with Google

        Does Zoho Bookings plan to to integrate with Reserve with Google?
      • How to add Zoho demo site page designs to my Zoho Sites website

        Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
      • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

        Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
      • Text snippet

        There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
      • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

        Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
      • Add Analytics function for Title case (capitalising each word in a string)

        At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
      • How to conditionally embed an own internal widget with parameters in an html snippet?

        Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
      • Where can I find rejected inbound mails and their reason for rejection

        Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
      • Sync more than one Workdrive

        Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
      • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

        I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
      • Base Currency Adjustment Reversal

        Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'
      • Please implement UAE Central Bank FX rates

        Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
      • Search Records returning different values than actually present

        Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"
      • Super Admin Access to All Courses and Spaces in Zoho Learn

        Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.
      • Print checks for owner's draw

        Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?
      • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

        [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
      • Revenue Management: #10 Common Mistakes while Recognizing Revenue

        We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing
      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
      • integarting attachments from crm to creator

        when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);
      • Search Option

        🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service
      • Mobile Chat Window - Full Screen

        Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
      • Is it possible to customize ZC Themes?

        I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
      • Is it possible to create Custom function-based Lookup field in Zoho CRM

        Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
      • @mention in comments no notification

        Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
      • Zoho unified inbox

        The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
      • Add "Running Balance" column to Account Transaction Reports

        Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
      • Unified customer portal login

        As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
      • Next Page