Agile Payments

SEPTEMBER 7, 2021

PayFac or Payment Facilitation enables software platforms to both brand and monetize payment processing offerings while at the same time offering instant, hassle-free customer payments onboarding.

Payfac 88

Payfac Business Model Payments Payment Services 88

SaaStr

OCTOBER 25, 2021

. “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.” A good reminder that Freemium doesn’t really work as a business model without a mass-scale product.

Pricing 325

Pricing Scale Enterprise Onboarding 325

SaaStr

JUNE 1, 2021

Trying will drive you to a better product, and it may drive you to be a better prospect and onboarding experience. Freemium is a business model. It’s too hard to add the DNA, or re-add it-, later. Not necessarily a freemium version, though. Free trial is a way to experience a product.

Scale 336

Scale Engineering Enterprise Business Model 336

SaaStr

SEPTEMBER 11, 2024

Complex Adoption, Usage, and Engagement Onboarding and training look different for a customer vs. a user in PLG. With PLG, you’re onboarding your users, and their journey is defined on day zero. You’ll be tempted to facilitate every customer’s wishes, but you can’t do that at scale.

Scale 312

Scale Scaling Sales Hiring compliance 312

User Pilot

MARCH 31, 2023

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. What is the user onboarding process? Customer onboarding process.

Onboarding 97

Onboarding Metrics Retention Scale 97

SaaStr

NOVEMBER 9, 2022

If you want to optimize your growth for the long term, consider developing specific priorities in the areas of your business model, customer experience, and employee experience. Business model. This approach gets to the heart of the subscription-based business model. Make their life better.”.

Underperforming Technical Team 49

Underperforming Technical Team Business Scale Business Model 49

Subscription Flow

OCTOBER 10, 2024

If your SaaS business’s customer base is rapidly growing, you would require a more scalable billing platform to handle high volumes of transactions for you. The business lacks access to advanced features. Growing businesses need to integrate with external systems such as CRM or accounting systems, to avoid data silos.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

SaaSOptics

APRIL 7, 2022

“ Freemium “—a combination of the words “free” and “premium”—describes a type of business model that offers basic features of a product or service to users at no cost and charges a premium for supplemental or advanced features. . Is Freemium a Good Business Model?

Business Model 74

Business Model Payment Features Business SaaS 74

SaaStr

JUNE 22, 2021

Rapid Onboarding (The First Value). When they enjoy their experience, they’ll possibly refer other buyers or expand their business with your company. Customer success is a business model for growth. Ting indicates that the focus has turned to growth loops through expansion and advocacy. Growing Value Through Nurturing.

Scale 283

Scale Customer Success Scaling Compensation 283

SaaStr

OCTOBER 17, 2022

Determine how much business each CSM can handle. However, your business model will dictate how large the book of business is for each CSM. technical onboarding vs contract negotiation) early on. Whatever the title, whoever is managing the CS team needs to have experience with renewals.

Customer Success 246

Customer Success Sales Hiring Scale Leadership 246

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs.

Onboarding 89

Onboarding Technical Review Software Review B2B 89

User Pilot

JULY 14, 2022

Getting user onboarding right is critically important for any SaaS: in this article, we’re going to explore the powerful concept of minimum viable onboarding. We’ll start by looking at what user onboarding is, then look at why minimal viable onboarding is valuable, and finally how to implement it in your product.

Onboarding 98

Onboarding User Experience Marketplace as a Service Social Media 98

ChurnZero

JUNE 17, 2022

Onboarding sets the tone for a customer’s entire lifecycle. Every onboarding task, meeting, communication, and training must serve a single purpose—and that is to get the customer to realize value. But how do you know if your onboarding tactics are working? Onboarding metrics serve two main purposes. Episode highlights.

Onboarding 98

Onboarding Metrics SaaS Technical Review 98

User Pilot

APRIL 29, 2023

App onboarding best practices will boost your first impressions and show what your app can do for your users. That’s why you need to follow the best practices to design an engaging onboarding experience that retains users. In this article, we’ll share 10 of our onboarding best practices that will help cultivate loyalty.

Onboarding 98

Onboarding Retention Mobile Engagement 98

Totango

AUGUST 12, 2020

Customer onboarding is an introduction to a new way of working. The most effective ways to take the stress out of that transition are to build the customer onboarding experience around simple steps and a clear path to value. 5 Tips to Maximize the Customer Onboarding Experience. Set Milestones. Train Your Customers.

Onboarding 88

Onboarding SaaS Customer Lifetime Value Enterprise 88

OpenView Labs

SEPTEMBER 17, 2020

You’ve already adopted a freemium or trial business model, using your product as the primary vehicle to drive growth, and you’ve nailed 1–3 channels for acquiring new users. But sadly, all that effort could be pointless if you ignore your product’s user onboarding. So you’re sold on product led growth.

Onboarding 94

Onboarding SaaS Business Model User Experience 94

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Onboarding 98

Onboarding Technical Review Strategy Software Review 98

SaaStr

NOVEMBER 30, 2023

So, companies build out enablement to train and onboard salespeople with the right content and playbooks to drive an effective process and improve numbers. They ask for custom implementations, onboarding, and support. That’s the glue that pulls these systems together. As you grow across these stages, everything gets harder.

Scale 278

Scale Sales Hiring Scaling Outsourced Development 278

Intercom, Inc.

JULY 1, 2019

It’s a fundamentally different business model, and everything about how you market it and how you talk to your customers changes. That’s why I’ve been saying that retention is more important than conversion for all businesses, but specifically for marketers. Product onboarding is the key to customer retention.

Retention 223

Retention Onboarding Payment Features Subscription 223

Intercom, Inc.

NOVEMBER 11, 2021

For Samuel Hulick , a UX consultant and one of the biggest authorities out there on user onboarding, that means thinking less about the product itself and more about how to get users the results they’re after. We had them on the podcast way back in 2016, and they’ve even been a guest contributor to our book Intercom on Onboarding.

Onboarding 254

Onboarding Sales Hiring Sales Recruiting Underperforming Technical Team 254

SaaStr

JULY 27, 2022

Customers should feel empowered to take on onboarding and essential customer support themselves. Sales teams play a critical role in growing a business. As Zocchetto said, “It’s very important –– sales hiring planning –– because in a self-driven SaaS business model, it’s what drives growth.”. Key Takeaways.

SMB 244

SMB Sales Hiring Scale B2C 244

SaaStr

FEBRUARY 20, 2024

As they began Dynamic Account assignments, Gusto began breaking down categories and account criteria and ruled out a few “traditional” sales silos that they released weren’t helping them better segment a sales rep’s book of business. They also onboarded 30 new customers. Those folks pick up a lead and work it.

Scale 277

Scale Sales Marketing Construction 277

Intercom, Inc.

DECEMBER 10, 2020

He’s also elaborated on this concept in a new book , written with Allison Pickens, called The Customer Success Economy: Why Every Aspect of Your Business Model Needs a Paradigm Shift. As Nick explains it, the “as a service” business model fundamentally changes the dynamic between company and customer.

Scale 223

Scale Customer Success Scaling B2B 223

SaaStr

JANUARY 12, 2022

“Dig deep about their business model before sending them a proposal.” “Have better Onboarding.” Improve your onboarding this year. Almost no vendor I know takes the success of their stakeholders as seriously as they should. ” — Vinish Garg. ” — Amrit Rupasinghe, Wallstrank.

CTO Hire 328

CTO Hire Sales Hiring New CTO CTO 328

SaaStr

APRIL 30, 2024

They’ll become more concerned about the quality of deals from sales to onboarding to launch. It lets you onboard people faster and eliminates annoying Slacks and questions that slow people down. Have your sales leader own post-sales and watch them become more interested in ensuring those post-sales teams work well.

Scale 306

Scale SMB Sales Hiring Sales 306

Subscription Flow

NOVEMBER 28, 2023

A major issue that arises, especially in the B2B SaaS business model, is how to break into the upmarket market as startups develop into scaleups that are primarily focused on increasing their market capitalization. Unique Ways to Use the B2B SaaS Business Model to Leverage Your Business’s Revenue Growth 1.

SaaS Payments 59

SaaS Payments Payments Business Model Payment Services 59

Incredo

JUNE 25, 2019

Freemium business model is when you give your product to the users for $0, provide them with the basic value of your product for unlimited time but at the same time encourage them to become a paying customer in order to have access to more advanced features. Note that freemium model ? free trial.

SaaS 236

SaaS Pricing Software Review Acquisition 236

SaaStock

MARCH 21, 2019

The unique model that the Boston-based VC firm has is to provide strong support to companies post their investment to help them refine business models, pricing, marketing so they can ultimately scale. Prior to joining OpenView, Ashley cut her teeth in Wayfair.com where she executed their expansion into B2B.

Scale 172

Scale Scaling Business Model B2B 172

CloudGeometry

JANUARY 15, 2022

There are at least three foundational dimensions that translate your business assumptions into critical technical solution inputs: User Model Monetization Measurement In this blog series, we explore how these three dimensions figure into key technical recommendations which enable scale in pursuit of SaaS business growth.

Well Architected Framework 130

Well Architected Framework DevOps as a Service AWS Traceability 130

SaaStr

MAY 24, 2024

Dave decided to pivot his business model from solopreneurship to building a sellable asset, leading to the creation of Exit 5. Jason Lemkin shares his experience of hiring and investing in his business, which has revitalized his passion for work and brought him renewed purpose and excitement.

Sales Hiring 298

Sales Hiring Outsourcing Services Technical Review Scale 298

Stax

JANUARY 23, 2025

The merchant underwriting process is a critical step that payment processors and financial institutions use to assess the risk associated with onboarding new businesses. Protect financial stability by avoiding potential financial losses from high-risk businesses.

Merchant Services 68

Merchant Services Payment Services Payment Methods Development Team Review 68

OpenView Labs

JANUARY 25, 2022

If you can nail it, you’ll be on the path to a very strong business model. Here are the top seven onboarding mistakes you could be making. Read on to learn how to improve and get inspired by some of the best SaaS onboarding experiences. The top 7 self-serve onboarding mistakes.

Onboarding 76

Onboarding Sales Recruiting Software Interviewing 76

Intercom, Inc.

JANUARY 16, 2020

How have you structured the business model or even the product to make that type of viral spread easier? Has there been any similar moments for you in terms of seeing sudden growth due to changes you’ve made in the products or maybe your business model? Andrey: Onboarding is something that we constantly change.

Consulting 249

Consulting Marketplace as a Service Scale Development 249

SaaStr

MAY 27, 2021

Sometimes SDRs are referred to as BDRs, business development representatives. . To understand more about the SDR role and if it fits into your B2B business model, check out this flow chart that guides you through how to think about sales at various stages of company and pipeline growth. . A Quota-Carrying Sales Representative.

Sales Hiring 252

Sales Hiring Scale Venture Capital Sales 252

SaaStr

FEBRUARY 19, 2019

The promise at the heart of the SaaS business model has always been that by sacrificing relatively large one-time payments, you’d maximize revenue over the long-term lifetime of the customer. In four letters, the promise of the SaaS model is CLTV (Customer Lifetime Value). Onboarding/training customers.

Customer Success 168

Customer Success Payment Solutions SaaS Payments Scale 168

SaaStr

JANUARY 10, 2020

In other words, the Manufacturer’s Dilemma is that vendors are separated from their customers by layers and layers of abstraction, and closing that gap requires a fundamental shift in mentality and business model. . Overcoming A Manufacturer’s Mentality In SaaS. Does this sound familiar?

Sales Hiring 173

Sales Hiring Scale Underperforming Technical Team Onboarding 173

FastSpring

JUNE 3, 2021

The Product Doesn’t Meet User Expectations The Activation Process Only Focuses on Conversions The Onboarding Experience is Inefficient or Broken The Pricing Doesn’t Match Perceived Value. Remember, every industry and business model has different pain points, no matter how similar they are.

Onboarding 148

Onboarding Pricing Churn User Experience 148