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How to Move Your SaaS Upmarket: Step-by-Step Guide

Autor: Marta Poprotska, Social Media Community Manager

Sprawdzono przez: Pamela Martinsek, Wiceprezes ds. Strategii

To succeed with your SaaS upmarket move, refocus your operations and shift from serving small to medium-sized businesses (SaaS SMB) to targeting larger and more established enterprises. This is worth the effort because it results in higher Annual Contract Values (ACV), better customer retention (up to 95% in the enterprise vs. 85% w SMB), and a consistent revenue stream. This guide outlines the simple steps to utilize this strategy, showing you how to align your product, sales and structure with the demands of the current przedsiębiorstwo SaaS market.

Krok 1

Be Certain the Market Wants You (and You're Ready)

Before you jump into the upmarket world, be sure you consider these two things: determine if there is a natural, organic demand for your solution, and then decide whether your team meets the standards of the enterprise market. This initial research will prevent you from making a premature step and a costly mistake.

Knowing how your current enterprise customers use your product and identifying any gaps in your legal, security and product teams is essential and should be your first move when considering this change.

 

Fully grasp your company’s buyer demand and the new Ideal Customer Profile (ICP):

Analyze your sales and usage data from the last 12 to 18 months. Have companies with 500+ employees or over $50 million in revenue used your product on their own? This indicates a natural pull and potential market exists. Dedicate your time to understanding what your most valuable, low-churn customers have in common to define your new enterprise SaaS Ideal Customer Profile.

 

Consider these key questions:

  1. Are my biggest customers using my product in ways I didn’t expect? (deep integrations, many users)
  2. Jaka jest średnia deal size (ACV) for my top 10% of customers?
  3. Are my largest customers more loyal (lower wskaźnik rezygnacji) than the SaaS SMB average of 85%?

If you already have organically attracted enterprise companies, shift your focus towards adjusting processes that match existing demand. If not, your goal should be to develop a strategy that engages slightly larger companies to test the waters.

 

You will know if/when your company is ready with resources and people:

Compare your product, legal standing, risk measures and financial systems against what a successful enterprise requires (such as ISO 27001, GDPR certification compliance, and readiness to negotiate long contracts). Believing this process is as simple as having a website and a few sales reps would be a big mistake.

Wskazówka

Developing a full upmarket strategy can take 6 to 12 months and requires the expertise of a specialized team across Product, Sales and Legal. Commit to a budget that accommodates these resources and remember you’re essentially launching a new product for a new market.

Moving SaaS Upmarket Checklist

Make the shift to enterprise SaaS and B2B software sales with this clear actionable SaaS upmarket checklist.

  • Znacznik wyboru

    Key table stakes features required

  • Znacznik wyboru

    Pricing model transition steps

  • Znacznik wyboru

    Global tax and compliance requirements

  • Znacznik wyboru

    Executive customer success program setup

Download FREE Checklist
Krok 2

Enlist Your Best Customer to Champion Your Product

A charter customer is one that is golden for an przedsiębiorstwo SaaS company because they provide helpful feedback for product improvements and act as strong social proof. This is a partner that is willing to work with you to improve your product and workflows, and helps you achieve that turning point in your company’s growth.

 

  • Choose and Partner: Identify one or two reputable industry leaders who have a reputation for maximizing new technology. The negotiation is not just about price; it is about access and partnership in making the solution better.
  • Deep partnership plan:

 

Collaboration area

What Enterprise expects

Your action

Produkt

Input on your roadmap, easy access to test versions, and contributing to future features.

Set up a dedicated Slack channel or quarterly Product Steering Meeting with their tech leaders. Legion used input from Dollar General and Rite Aid to tailor their HR platform for huge, hourly workforces.

Sales/Marketing

Opportunities for joint thought leadership, public case studies, and references for industry analysts.

Offer their CIO/CTO prominent speaking roles at your conferences or co-write a high-value guide. Workato got their “Leader” status in the Gartner Magic Quadrant by submitting their top 20 customer references, showing the power of public support.

Wsparcie

Dedicated, high-level account management with a direct line to an executive.

Assign a specific executive as a secondary contact (see Step 5) so they can skip the standard support queues.

Uwaga

Avoid designing your product just to win an early enterprise customer. The time spent customizing a product for one company usually doesn’t pay off. However, use their feedback to identify the core, mustposiadać features for all enterprises, such as SSO, audit logs and detailed permissions. Emphasize configurability, which allows different parts of the enterprise to use the platform without having to write custom code.

Moving SaaS Upmarket Checklist

Make the shift to enterprise SaaS and B2B software sales with this clear actionable SaaS upmarket checklist.

  • Znacznik wyboru

    Key table stakes features required

  • Znacznik wyboru

    Pricing model transition steps

  • Znacznik wyboru

    Global tax and compliance requirements

  • Znacznik wyboru

    Executive customer success program setup

Download FREE Checklist
Krok 3

Apply Enterprise-Level Pricing and Smart Billing

Moving up market requires that you forget about simple, fixed pricing. Złożony pricing schemes that capture attention and grow with the value you deliver to large organizations is where it’s at. Enterprise customers expect pricing that matches with their internal value metrics, handles multiple currencies and taxes globally, and can be implemented with their current purchasing systems. This overhaul is necessary to achieve the targeted 15-30% increase in average deal sizes.

 

  • Change Your Pricing: Realign your pricing to match high-ASP (Average Selling Price) solution sales.
    • Change to Value Metrics: Gradually back away from cena za użytkownika that doesn’t accurately represent value at scale and move towards Ceny wielopoziomowe that combines different metrics. The objective is to create combination pricing metrics.
    • Platform Fee + Usage: A base fee for security and compliance access in addition to usage-based components such as the number of transactions, storage, etc.
    • Per-Value Unit: Attach your pricing to a clear metric which is relevant to the enterprise customer (e.g., “per $1M in revenue managed” or “per active API call”). This is a form of value-based pricing.
    • Wynik: Successful pricing changes can mean a 15-30% improvement in average deal sizes and make the sales process easier, as the price grows with the customer growth.
    • Przykład (Provus): Provus asks customers three times why they need a particular feature. This helps verify that the request is indeed a ‘must-have’ for the broader market before they adjust their pricing model.

 

  • Deal with Global Tax and B2B Rules Upfront.
    • B2B Contract Details: Enterprise contracts need Master Services Agreements (MSA), Umowy o poziomie usług (SLA) (SLA) (with defined repair times), and strong data privacy rules. You need a legal team ready for much longer negotiations (often months), involving Legal, Procurement, IT, and Finance teams.
    • Compliance and Tax: Global companies demand compliance with local tax laws, meaning you must manage global sales tax/VAT remittance, registrations, and filings. Wrong tax calculations can cause big fines, break contracts, and hurt your reputation.
Jak PayPro Global może pomóc

With PayPro Global as the legal Merchant of Record dla global transactions, you can avoid the chaos of calculating, collecting, reporting and remitting sales tax, GST, and VAT. With 200+ countries and territories and the Global SaaS Sales Tax solution, this makes it much easier to manage. PayPro Global handles local registrations and filings (such as MOSS/OSS in the EU) for digital goods. This ensures total to proces ciągły. with B2B specifics like reverse-charge VAT mechanisms and keeps your global financial footprint clean.

Moving SaaS Upmarket Checklist

Make the shift to enterprise SaaS and B2B software sales with this clear actionable SaaS upmarket checklist.

  • Znacznik wyboru

    Key table stakes features required

  • Znacznik wyboru

    Pricing model transition steps

  • Znacznik wyboru

    Global tax and compliance requirements

  • Znacznik wyboru

    Executive customer success program setup

Download FREE Checklist
Krok 4

Fine-tune Your GTM and Sales Approach

the przedsiębiorstwo SaaS sales cycle consists of many stakeholders, intense scrutiny and longer timelines. Because of this, you will need to alter your GTM strategy. Aim to move from quick, transactional sales to a relationship-focused, consensus-driven approach that presents your product as a strategic platform, not just a simple tool.

 

  • Update Your Message and Communicate with CIOs: Sharpen your message and make the narrative strategic in nature. Rather than selling small features, promote a big platform vision and a long-term partnership roadmap that resolves the enterprise’s biggest pain points. Always position your solution as a platform that customers can grow with.
Wskazówka

Don’t avoid the CIO – you will not get a deal without them. You need to understand the technical, security and budget details of the enterprise customer. Salesforce started including their own CIO in sales calls 50% of the time to manage critical technical leaders directly.

  • Try a “Land and Expand” Sales Method: Did you know It is seven times easier to sell more to a current customer than to find a new one? Prioritize winning a small, strategic deal within one department, and then expand from there after you have proven your ROI. Propel is great at this, starting small and growing their presence within the account, which speeds up sales from existing relationships.
Uwaga

The sales experience you provide is your biggest advantage. Never spam your potential market with mass-personalized emails because this causes the buyer too much work. Instead, focus on research to write ONE great, thoughtful email for ONE buyer at ONE company to start the conversation. Hard work pays off.

Moving SaaS Upmarket Checklist

Make the shift to enterprise SaaS and B2B software sales with this clear actionable SaaS upmarket checklist.

  • Znacznik wyboru

    Key table stakes features required

  • Znacznik wyboru

    Pricing model transition steps

  • Znacznik wyboru

    Global tax and compliance requirements

  • Znacznik wyboru

    Executive customer success program setup

Download FREE Checklist
Krok 5

Create an Executive Customer Success Program

SaaS dla dużych przedsiębiorstw requires high-level, proactive engagement to build strong and long-lasting relationships that not only lead to more sales but also boost your reputation through references and word of mouth. Keeping customers is essential because big companies churn much less often, and every contract brings in high and steady revenue.

 

  • Form a powerful Customer Advisory Board (CAB): This board formalizes how you obtain feedback and suggestions, share your product roadmap, and create internal fans for your solution. Failing to engage your best customers is risky (e.g., Bic and Harley Davidson product failures).
  • Implement an Executive Sponsorship Program: Assign each of your top executives (VP-level and above) a maximum of 20 key customers. These customers should have the executive’s direct contact information, so a senior-level customer never has to call a general help line. As Enable stated, “talk to large customers twice a week for the first year so that you’re proactive, not reactive. Your end goal is not implementation, it’s adoption. This builds deep, personal relationships that foster trust while ensuring issues are resolved quickly.
  • Help Customers Become Thought Leaders: Work with your customers to publish detailed, co-branded case studies about how your product changed their business. Give them speaking opportunities at your conferences and share their references with analysts. This makes them look good and builds your reputation through powerful third-party validation.

Wniosek

Moving upmarket w SaaS is a company-wide change that requires smart thinking, strategic planning and bold moves across product, sales, and compliance. By checking market demand, partnering with a charter customer, using complex pricing schemes, and handling global sales tax/VAT remittance, registrations, and filings (often through a solution like PayPro Global), your SaaS business can successfully win in the SaaS dla dużych przedsiębiorstw segment. The work is big, but the rewards of higher revenues, lower churn, and a better reputation make the transition completely worthwhile.

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