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Product Manager Case Study : SaaS b2b

Sandhuya Sharma
3 min readSep 3, 2024

In this case study, we explore the product management journey of “SalesSync,” a SaaS B2B (Business-to-Business) company that developed a sales automation tool aimed at mid-sized enterprises. The study delves into the challenges faced by the product team, the strategies implemented to overcome these challenges, and the outcomes achieved through a data-driven and customer-centric approach.

Company Background

**SalesSync** is a SaaS company that provides tools to automate and streamline the sales process for B2B enterprises. Its flagship product, also called **SalesSync**, offers features such as lead scoring, automated follow-ups, and detailed analytics. Despite initial market success, SalesSync faced difficulties in expanding its customer base and increasing user engagement within its existing client companies.

Challenge :

As SalesSync aimed to scale, the product management team identified several critical challenges:

1. Low Feature Adoption: Despite offering a comprehensive suite of tools, many users were not utilizing advanced features, limiting the product’s value.
2. Customer Retention: The company was facing a higher-than-expected churn rate, particularly among customers who were not fully engaged with the platform.
3. Scalability: As SalesSync acquired more customers, the platform’s performance started to degrade, affecting user satisfaction.
4. Market Differentiation: In a crowded SaaS B2B market, SalesSync needed to differentiate itself…

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