The Complete Guide to Customer Site Visits for Software Companies

Download site visits guideConventional wisdom says, “if you want to grow revenue, you need to get new clients”. Not necessarily.  Research shows that providing the best possible experience for current customers is a much stronger strategy.

According to Gartner group, recently published in CMO Online:

80% of your future profits will come from just 20% of your existing customers. Additionally, existing customers are much easier to sell to. In fact, upselling to an existing customer is 60-70% close rate – much easier than finding a new one.

With over 30 software companies as part of the Perseus Group, we find this to make a major difference in our revenue leaders. As a result, site visits have become one of our best practices used by software companies across North America and Europe.

Here is a guide that will help you get a complete end-to-end plan for customer site visits. You will learn:

  • How to prepare for a site visit
  • Who should attend
  • What should be on the agenda
  • What should you do post-meeting
  • Dos and Don’ts of site visits

Download guide

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