Thanks! If you're looking for an easy place to start, look to tabular reports.
Ask a stakeholder (e.g. contract renewals team) to create an ideal report with maybe 5 rows of sample data in Google Sheets / Excel. A good example may be a list of customers, when their next renewal date is, who their sales rep is, etc. Ask a developer to turn it into a real-time (or nightly updated) internal web page, then once again, each quarter see if it needs to be made better. Sure, Salesforce and the like should have a lot of this data, but odds are you need a hybrid of info that leverages your own DB (e.g. usage, # of users). If a new vanilla Salesforce report comes out of that monthly meeting instead, hey, still good stuff.
We call this team "Ops" for short and more formally the "SaaS Operations" team since they satisfy all the internal bits that get help us run an efficient SaaS business. For reference, while we have a small team, it's 20% of our headcount (and a great place for interns/co-ops). Happy staff with the right tools stick around longer, are better at serving customers, and have more free time to work on more important goals.
Ask a stakeholder (e.g. contract renewals team) to create an ideal report with maybe 5 rows of sample data in Google Sheets / Excel. A good example may be a list of customers, when their next renewal date is, who their sales rep is, etc. Ask a developer to turn it into a real-time (or nightly updated) internal web page, then once again, each quarter see if it needs to be made better. Sure, Salesforce and the like should have a lot of this data, but odds are you need a hybrid of info that leverages your own DB (e.g. usage, # of users). If a new vanilla Salesforce report comes out of that monthly meeting instead, hey, still good stuff.
We call this team "Ops" for short and more formally the "SaaS Operations" team since they satisfy all the internal bits that get help us run an efficient SaaS business. For reference, while we have a small team, it's 20% of our headcount (and a great place for interns/co-ops). Happy staff with the right tools stick around longer, are better at serving customers, and have more free time to work on more important goals.