SaaStr

MARCH 9, 2025

Previously, he led design teams at LinkedIn where he built recommendation products for product onboarding and developed AI chatbots. The 86% loyalty factor : Companies that provide strong onboarding and continuous educational experiences see 86% higher customer loyalty rates – making AI-powered personalization a critical retention tool.

AI 207

AI Scale Education User Experience 207

SaaStr

MARCH 18, 2025

This realization led to a fundamental shift in strategy, allocating resources to hiring and onboarding rather than lead generation. Most scaling companies experience some productivity dilution as they add more layers and complexity, but Wiz maintained consistent per-employee output throughout their hypergrowth phase.

Scale 191

Scale Sales Hiring Scaling Headcount 191

Sales Hacker

NOVEMBER 8, 2024

GTMnow is the media brand of GTMfund – sharing go-to-market advice from the top 1% of revenue operators including the 350 executives behind the fund, news, and our viewpoints from working with hundreds of portfolio companies. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX.

Scale 113

Scale Sales Recruiting Sales Hiring AI Search 113

User Pilot

JANUARY 15, 2025

Let’s be honest, onboarding in SaaS can feel like navigating a labyrinth. As product managers and onboarding specialists, you’re juggling a million priorities: feature adoption, activation milestones, reducing churn… And crafting the perfect email sequence that guides users to success? What are they?

Onboarding 52

Onboarding Benchmarks Engagement Data Analysis 52

SaaStr

JUNE 18, 2020

They want the vendor to set everything up, do the onboarding, etc. Your Software Has To Be Good Enough to Self-Onboard. If your product doesn’t in essence auto-onboard the users in seconds or at least minutes, it’s not good enough for a Free Trial. Can Damage Your Brand If Not Done Well.

Onboarding 287

Onboarding Enterprise Branding B2B 287

SaaStr

JUNE 10, 2024

Renewals, if they are tough, are sometimes better handled by sales who at least isn’t a brand-new name Customers like continuity. Forcing a rep to own onboarding, or post-sales support, that resents or doesn’t want to do it is worse than any other alternative. They maybe even are owed it. Otherwise, it may be taken away.

Sales Hiring 325

Sales Hiring Scale Sales Customer Success 325

User Pilot

JULY 16, 2024

In this article, we’ll explore the types of product differentiation strategies and go over cases of real-world brands that have used these strategies to drive product growth. This process grants you a competitive advantage and fosters brand loyalty. Apple differentiates itself through brand image and reputation.

Branding 111

Branding Market Segmentation AI Search Education 111

SaaStr

OCTOBER 16, 2020

Let’s take a look at moats in SaaS: Brand. Brand can be a big moat in SaaS. But there’s a “carrot” flip-side: making it 10x easier to onboard than the competition does. At the time, I didn’t have a great answer. A lot of SaaS apps don’t really have moats, I thought. But that’s wrong.

Enterprise 363

Enterprise Branding Onboarding SaaS 363

SaaStr

JULY 5, 2020

I offer up a 4 point test to know if you are ready: Roughly, you are ready to hire folks with no start-up experience at all once you: have a proven onboarding program. have a brand. Is your onboarding good enough? But the best BigCos really onboard their hires well. Do you have a brand? But they are different.

Sales Hiring 267

Sales Hiring Scale Banking Branding 267

SaaStr

NOVEMBER 12, 2021

There are a number of reasons why distinct epochs exist: customer growth, diminishing returns with each new partner, increased competition between partners, product complexity, and brand awareness. . Customers will be bombarded with your brand and your culture even when you’re not in the room. . So what should you be focused on?

Sales Recruiting 305

Sales Recruiting Sales Technical Support Onboarding 305

Tom Tunguz

MARCH 8, 2020

The CEO may want a partnership for brand association. Your customers may not know that it’s your product under the hood, so while you may gain a bunch of revenue, your brand equity won’t appreciate. The more streamlined the customer onboarding, the more effective marketplaces will be for you. Internal Clarity.

Scale 349

Scale AWS Consulting Sales Enablement 349

User Pilot

AUGUST 22, 2024

This is because the client onboarding process in financial services faces unique challenges. More importantly, we show you how to improve your onboarding and how Userpilot can help. Userpilot offers a range of customer onboarding, feedback collection, and analytics features for financial services and products. What are they?

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

USIO

APRIL 24, 2025

Invest in Embedded Payment Technology Whether you build, buy, or partner, embedding payment solutions into your software stack creates a seamless, end-to-end experience for users.

Merchant Services 130

Merchant Services Payments SaaS Payments Payment Services 130

Tom Tunguz

OCTOBER 26, 2020

Attract a customer, engage them, sell them a contract, onboard them, ensure they achieve their objective. Attract a talented candidate, engage them, hire them, onboard them. That’s the funnel. But add a step: solicit a testimonial, ask for a referral to a friend, cross-sell another product. The cycle starts again.

Startup 279

Startup Onboarding Enterprise Metrics 279

SaaStr

OCTOBER 25, 2021

You should stand behind your product and sign up for those until you have a real brand in the space. “Unless your product has a huge TAM to cast your net in, no-touch onboarding, and an obvious first “wow” moment you’re trying to reach, free trials and/or freemium pricing does not work well.” Jason, ed.:

Pricing 325

Pricing Scale Enterprise Onboarding 325

SaaStr

OCTOBER 15, 2021

If your product needs onboarding — just do it. Onboarding, done right, is a strategic weapon. You’ll be shocked by the rough edges you see if you slow down and start off as a brand new user of your own product. If your product is very easy to use, it won’t cost you that much. A bit more on that here.

Onboarding 305

Onboarding Software Branding Scaling 305

SaaStr

OCTOBER 21, 2023

Once the customers get large enough, and you have a brand … in the enterprise, for six figure deals … almost all will want to pay annually via invoice. Smartsheet wants them to, and pushes / forces them to, due to the work required in onboarding. 20%+- will pay annually to save money.

Data 287

Data SMB Payment Features Churn 287

User Pilot

DECEMBER 30, 2024

While the product adoption platform offers decent user onboarding and engagement features, it lacks advanced analytics capabilities and is quite expensive. Overview of Chameleon Chameleon is a no-code user onboarding platform that lets SaaS teams create in-app experiences to engage and retain users. Onboarding checklists in Userpilot.

Software Review 105

Software Review AI Search Pricing Onboarding 105

SaaStr

NOVEMBER 10, 2023

At this year’s SaaStr Annual, Adobe’s Chief Strategy Officer and Executive Vice President of Design & Emerging Products, Scott Belsky shares the 5 waves of change we can expect from AI in creative spaces and how this will change how brands of all sizes will create and deliver content at scale. Onboarding will be easier everywhere.

AI 321

AI VP of Engineering Social Media Generative AI 321

SaaStr

AUGUST 25, 2022

Ada is the brand interaction platform that helps you purposefully automate conversations with each customer and employee, saving costs and growing revenue without betraying the brand you promised to be. At the 8th ever SaaStr Annual, ~200 of the best and hottest companies on earth will go BIG as partners/sponsors.

Cybersecurity 274

Cybersecurity Scale compliance Subscription 274

User Pilot

OCTOBER 19, 2024

By consistently delivering high-quality experiences, you will create loyal customers who stick to your brand and contribute to its long-term success. Helps spread positive WoM Happy customers are more likely to recommend a brand to friends and family based on their positive experiences. Userpilot review on G2.

Business 111

Business Underperforming Technical Team Customer Lifetime Value Systems Review 111

TechEmpower SaaS

MARCH 4, 2024

The shift towards AI-driven ad technologies enables brands to set and achieve highly specific engagement KPIs, moving away from generic strategies to more personalized, data-driven approaches that resonate with their target audience. This not only speeds up hiring but also lowers the costs associated with lengthy recruitment cycles.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

Payrix

FEBRUARY 4, 2025

Terms related to card acceptance Acceptance marks Signifies which payment brands are accepted at a merchant location and provides the cardholder with information on where his or her card can be used. They underwrite and onboard the sub-merchants and provide them with the products and services required to process electronic payments.

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

SaaStr

OCTOBER 12, 2020

This isn’t easier, but 9 times out of 10, it sure is easier than finding brand new customers. The wheels will turn, priorities will change, onboarding will improve, support will improve, features will shift … and churn will come down. Customer Success can decrease onboarding times. A lot, it turns out. With everyone.

Sales Recruiting 351

Sales Recruiting Sales Hiring Churn Onboarding 351

Intercom, Inc.

JULY 28, 2020

They want fast and personal experiences from all brands, big and small. In a world where customers can readily switch brands, all companies need to invest in customer relationships and the best way to do that is to shift to conversational relationships. Customers now expect both. We’re calling it “conversational relationships.”

Scale 290

Scale Scaling Engagement Branding 290

User Pilot

NOVEMBER 7, 2024

Product demos can be used at various stages in the customer journey, such as on your website to engage potential customers, in email campaigns to nurture leads, during sales calls to provide a “try before you buy” experience, and for customer onboarding to help new users get up to speed quickly.

Payment Methods 103

Payment Methods Payment Solutions Software Review SaaS Payments 103

SaaStr

DECEMBER 25, 2020

While they had a lot of needs from a solution architecting and onboard perspective, and got the majority of Customer Success resources … from a day-to-day basis, on a relative dollar basis … the least demanding. Just the attention of this one brand new hire. Hire a new person to your team, brand new, without baggage.

Sales Hiring 338

Sales Hiring Customer Success Customer Support Revenue 338

SaaStr

JULY 1, 2024

As you go into these larger organizations with more complex environments, more onboarding, more users, and more internal change management that you have to help them navigate, consider hiring onboarding specialists. You’ve built a brand and a successful strategy for the market you serve today, so don’t forget about it.

Sales Hiring 305

Sales Hiring Scale SMB compliance 305

Intercom, Inc.

JUNE 22, 2020

In-app messaging allows marketers to engage users at just the right time, to facilitate onboarding, share product updates, offer support, or promote relevant offers. Chats and posts have many different use cases such as asking customers if they need help, announcing product updates, welcoming visitors, or onboarding new users.

Mobile 235

Mobile Onboarding Engagement Churn 235

SaaStr

DECEMBER 25, 2021

Adam #18: Invest in a strong hiring and onboarding process from day one. Adam attributes the caliber of the people at Zapier to hiring and onboarding. Do things like create team brands to allow employees to feel a part of something larger than themselves. Linds #13: Have fun! Joe #12: Don’t hire for the sake of hiring.

Scale 334

Scale Scaling Innovation Investment 334

SaaStr

AUGUST 16, 2021

Yes, charge for your services, once you have at least a mini-brand. mapping out the customer journey from onboarding to expansion 2.) All using our branded crypto-token, promoting it as a collectible, which increases loyalty. But just do what it takes to make the customer happy in the early days especially. “Just say yes!

Churn 328

Churn Sales Hiring Headcount Technical Review 328

SaaStr

MARCH 20, 2020

When you go a Google search on your brand, what do you see? and onboard yourself with a fresh perspective. My simple idea is this: Do a Discovery Audit. Take a very fresh look at the process your potential prospects are using to learn about you: How is your SEO? On related key terms? Look at it again with a fine eye.

Onboarding 285

Onboarding Branding SaaS Marketing 285

SaaStr

JANUARY 22, 2021

Product experience is associated with the brand experience. Product-Led Growth Offers Unbeatable Economics: Lowers cost of acquiring, onboarding and retaining customers. Ease-of-use and time to value impact the buying decision. Pricing strategy based on pay-as-you-go has grown popular. The return on marketing investment is much faster.

Scale 290

Scale New CTO CTO Acquisition 290

SaaStr

DECEMBER 1, 2022

Every day, billions of people around the world connect with their favorite brands to shop online, play the latest video games, log into mobile banking apps, learn remotely, share videos with friends, and so much more. At the 9th ever SaaStr Annual, ~200 of the best and hottest companies on earth will go BIG as partners/sponsors.

Merchant Services 278

Merchant Services Payment Solutions SaaS Payments Payments 278

SaaStr

JULY 7, 2023

Tactic #2: Take Your Onboarding Gifts “Outside The Box” Every SaaS company sends an onboarding gift box with branded “things” in it. A basketball game with branded jerseys and water bottles. If you want to amplify the experience, send along branded T-shirts or hoodies, water bottles, and healthy snacks.

Retention 242

Retention Software Review Revenue Systems Review 242

SaaStr

NOVEMBER 8, 2022

Most of you are familiar with the customer life cycle, including customer acquisition, onboarding, adoption, cross-selling and upselling, and retention. . Stage 2: Employee Onboarding . Employee onboarding is similar to customer onboarding. Phase 2: Onboarding . The same is true for the employee journey.

Underperforming Technical Team 246

Underperforming Technical Team Technical Review Acquisition Company Culture 246

SaaStr

MAY 24, 2024

Many people in marketing and sales cross the line on LinkedIn, which can be detrimental to their personal brand. A VP of Marketing should focus on two or three key areas where they can make the most impact, such as website, messaging, and branding. As a result, marketing, CS, onboarding, and other functions end up reporting to the CRO.

Sales Hiring 298

Sales Hiring Outsourcing Services Technical Review Scale 298