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

        • "Spreadsheet Mode" for Fast Bulk Edits

          One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
        • SAML in Zoho One vs Zoho Accounts

          What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure
        • Deactivated Zoho One account can sign in

          I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they
        • How can I reset the password for a user in Zoho Projects

          We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.
        • How can I add a comment to an existing ticket via API?

          I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!
        • Marketer's Space: Proven tips to improve open rates – Part III

          Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important
        • Attention Deluge Developers: Important Update Regarding "Send Email Deluge Task"

          Hi Deluge Users, We hope this message finds you well. We would like to inform you about a recent update on the Send emails deluge task. If you are using this deluge task (SalesIQ Scripts) for your Zobot, widgets, or form controllers to send emails, please
        • Zoho Social - Feature Request - Reviewer Role

          Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled
        • Zoho Books/Inventory - Update Marketplace Sales Order via API

          Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
        • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

          I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
        • Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

          Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals
        • BARCODE PICKLIST

          Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
        • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

          Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
        • How do I create an update to the Cost Price from landed costs?

          Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
        • VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

          VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded
        • Passing the CRM

          Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
        • Zoho Browser??

          hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
        • Let’s Talk Recruit: LinkedIn Cheatsheet

          Welcome to the first edition of Let’s Talk Recruit for 2026. We are kicking off the year by revisiting one of the most asked about topics in Zoho Recruit. How our LinkedIn integrations actually work and how recruiters can get the most value from them.
        • Zoho Forms API

          Is there any way to get all form entry list using API? Looking forward to hear from you
        • Ability to Set Client Name During Portal Invitation

          Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
        • Move email between inboxes?

          Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
        • PDF Attachment Option for Service Reports

          Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
        • 【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします! 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要 メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要  メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」(キャプチャ内の赤枠部分)が新たに導入されました。
        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
        • Can’t find fsm in zoho one

          Every other app is available to me in Zoho one except fsm
        • Posibility to add Emoticons on the Email Subject of Templates

          Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
        • Task Deletion Restriction & Strict Stage Control

          Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks
        • Unable to mass update a picklist field

          Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)
        • Process checklist in CRM

          Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't
        • CRM project association via deluge

          I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks
        • How to manage task lists in Zoho Desk?

          Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
        • Zoho Books' 2025 Wrapped

          Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
        • Activating Zobot instead of chat

          Hi folks, I know this will be obvious, but I have not been able to locate the details on this via google or youtube. We've had SalesIQ life chat set up for a while now and it is working perfectly. I have just finished development of a Zobot (using codeless)
        • Adding a new section to the related details sidebar when creating a new ticket.

          Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring
        • Displaying only unread tickets in ticket view

          Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
        • One Contact with Multiple Accounts with Portal enabled

          I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
        • Is Zoho Shifts included in the Zoho One plan?

          In case the answer is no: there's any plan to make it available via One? Thank you
        • Zoho Tracking Image location

          So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other
        • Next Page