
Frameworks, core principles and top case studies for SaaS pricing, learnt and refined over 28+ years of SaaS-monetization experience.
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Join companies like Zoom, DocuSign, and Twilio using our systematic pricing approach to increase revenue by 12-40% year-over-year.
Pricing strategy serves as a critical differentiator in the highly competitive CRM software market, directly influencing both customer acquisition and lifetime value for vendors. Effective pricing models not only determine profitability but also communicate the value proposition and market positioning of CRM solutions in an increasingly crowded marketplace.
The CRM software market presents unique pricing challenges due to its diverse customer base spanning from small businesses to global enterprises. Traditional per-user pricing models, while straightforward, often fail to accurately capture the value delivered to different organizational segments. Enterprise customers may use fewer seats but derive substantially more value from advanced analytics, customization capabilities, and integration options.
The rapid evolution of CRM technology has further complicated pricing strategy. As vendors incorporate AI capabilities, advanced analytics, and automation features, determining how to monetize these innovations becomes increasingly complex. Should these features command premium pricing, be included in higher-tier packages, or follow usage-based models? The answer varies based on market positioning and competitive landscape.
Another significant challenge lies in value-based pricing implementation. While CRM systems often deliver substantial ROI through improved sales conversion rates, enhanced customer retention, and operational efficiencies, quantifying these benefits at the point of purchase remains difficult. This creates a disconnect between the actual value delivered and customers' willingness to pay, forcing many vendors to default to competitive-based pricing rather than value-based approaches.
The shift toward multi-tenant cloud architectures and microservices has also introduced pricing complexity. Traditional perpetual licensing models have largely given way to subscription-based approaches, but determining the right mix of fixed subscriptions versus consumption-based metrics continues to challenge even established vendors. This is particularly evident as CRM functionality expands beyond traditional sales tools into marketing automation, customer service, and commerce capabilities.
At Monetizely, we bring over 28 years of operational pricing leadership experience from industry-leading companies like Zoom, Twilio, DocuSign, Narvar, Squarespace, and LinkedIn. Unlike consultants with primarily theoretical knowledge, our team has hands-on experience managing complex pricing implementations within the constraints of real-world SaaS operations, including CPQ systems, engineering feature flags, billing systems, and sales compensation structures.
Our approach to CRM software pricing goes beyond standard methodologies. While traditional consultancies often rely on expensive conjoint analysis (costing $150,000+) that can be difficult to apply in enterprise B2B settings, Monetizely provides practical, implementation-ready pricing strategies tailored to your specific market position and growth objectives.
Our track record demonstrates measurable results. For a $10 million ARR SaaS company struggling with inconsistent sales and customer objections due to undefined pricing metrics, Monetizely transformed their approach by:
This implementation resulted in the company's first consistent pricing model, dramatically reducing sales friction and enabling monetization of strategic features.
Similarly, we helped a $30-40 million ARR eCommerce CX SaaS provider overcome challenges from a failed pricing implementation. Our team revamped their packaging and pricing strategy, achieving:
Monetizely offers comprehensive pricing services specifically designed for CRM software companies:
Pricing Model Benchmarking: We evaluate your current pricing structures against evolving CRM industry standards, identifying specific areas for improvement and competitive advantage.
Implementation Planning: Beyond strategy, we create detailed roadmaps for rolling out new pricing models, including internal training protocols, customer communication strategies, and system update requirements.
Implementation Support: Our team provides hands-on assistance during pricing transitions, ensuring smooth adoption across your organization and minimizing disruption to your customer base.
Tooling & Enablement: We develop customized pricing calculators, sales enablement materials, and training programs that support your new pricing model and ensure organizational alignment.
For CRM companies considering usage-based pricing models, our experience is particularly valuable. When a $3.95 billion digital communication SaaS leader needed to introduce usage-based pricing to counter competitive threats and enable new use cases, Monetizely implemented a platform fee with usage-based components that prevented a potential 50% revenue reduction while successfully transitioning to the new model.
Our approach ensures your CRM pricing strategy balances immediate revenue objectives with long-term growth, creates clear market differentiation, and aligns with both sales processes and customer expectations. Whether you're considering Subscription Pricing, User Pricing, Usage Based Pricing, or hybrid models, Monetizely delivers pricing expertise specifically calibrated for today's competitive CRM software marketplace.
Join companies like Zoom, DocuSign, and Twilio using our systematic pricing approach to increase revenue by 12-40% year-over-year.
1
None of the other premier consultants have actually implemented complex pricing within companies like Twilio and Zoom. This requires operational systems understanding, not just strategy.
In addition, other consultants often "over egg the pudding", they know customers will buy approaches as long as they look/feel scientific, yet we have multiple customers who have spent more >$100k each on conjoint analysis which did not help them at all. We are careful with where we ask you to spend your money.
2
Willingness to pay is context-dependent and works best when analyzed alongside packaging and pricing metrics. We use structured surveys like Van Westendorp, Max Diff, Conjoint Analysis as well as in-person research interviews to gather actionable data.
3
The cost of milk or a McDonald's burger inflates. However, SaaS prices almost always deflate and requires both adjustment of product packages as well as innovation to remain relevant.
Additionally, AI adoption will drive a shift from user-based pricing to more usage/consumption based models to accommodate the very high costs of serving these products. Expect to see deflation over time here as well as the the cost of serving AI products drops by multiples every month.
4
We want to monitor discounting % per package, usage of features within the packages, upsell rate of features to see whether we have a good pricing motion or whether it needs adjusting.
5
The Monetizely team has over 28 years of collective experience in software pricing, having previously worked with industry leaders like Twilio, Zoom and DocuSign, ensuring expert guidance in SaaS pricing strategies.
6
We recommend doing a better job on the pricing testing phase and to mitigate risk roll out the pricing in a phased manner.
For 80-90% of cases, we do not recommend A/B testing as that creates too much market confusion and overhead (in certain cases, doing an advance roll out in a different geo can work).
7
Competitive information is helpful but only a small piece of the picture. Competitors are in different stages of growth. Their product functionality is also different.
We recently had a client where sales teams pushed for lower pricing to compete with current rivals, but the company’s strategic vision aimed to evolve into a new category, making the competitive pricing data less relevant.
8
To kickstart your SaaS pricing optimization, consider consulting with the experts at Monetizely. You can also deepen your understanding by reading our book "Price to Scale" and enrolling in "The Art of SaaS Pricing and Monetization" course on Maven. These resources are crafted to equip you with the necessary skills and knowledge to refine your pricing strategy effectively.