Valuize Consulting

APRIL 4, 2025

But in a data-rich environment, can we afford to leave actionable insights on the table? Beyond the Minute: Transforming CS Data into a Strategic Advantage Its crucial to understand that this isn’t about micromanaging every minute a CSM spends at work. Without granular data, you’re flying blind.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

User Pilot

MARCH 9, 2025

It could include conducting user interviews and surveys, analyzing product usage data, and tracking customer feedback , to name a few. Qualitative research Qualitative research focuses on collecting and analyzing non-numerical, descriptive data. Let’s explore each type in detail to see which is more suitable for your context.

SaaS 83

SaaS Social Media Interviewing Scale 83

SaaStr

OCTOBER 20, 2022

You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention. Get access to corporate-level benefits, seamless payroll, HR tools, and compliance support—all in one place. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

Scale 200

Scale compliance Healthcare Education 200

SaaStr

AUGUST 9, 2024

This was around 2017, and CS became simpler and focused on post-sales, retention, and reduced churn. Do you want a system that automates playbooks, presents usage data to the team, or creates and tracks a health score? Instead, it was a cross-functional, data-driven, experimental team. Side projects are not a recipe to scale.

Scale 291

Scale Sales Hiring Scaling Startup 291

SaaStr

JANUARY 30, 2023

This insight led Deel to focus on solving payments and compliance. Deel solved this by scaling the revenue operations team in conjunction to support sales, design quotas, and go-to-market strategies, and leverage data to identify the best strategies. Use your data to inform. Client churn is scary but inevitable.

Sales Hiring 274

Sales Hiring Payment Services SaaS Payments Scale 274

SaaStr

JANUARY 5, 2023

Founded in 2019, Laika (an enterprise-ready compliance platform) closed a $50MM Series C by the summer of 2022. A CFO is a strategic partner serving as a trusted advisor, arbiter of financial data, and guardian against fiscal blind spots. Are customers churning? Hiring a CFO. First: Why hire a CFO, anyway? . Employee Retention.

Sales Hiring 49

Sales Hiring Acquisition Forecasting Outsourced Development 49

Intercom, Inc.

SEPTEMBER 28, 2021

It’s important that product decisions don’t neglect your wider customer base – ignoring the needs of a subset of customers is not only a churn risk, it stunts your product’s growth. We’ve built mechanisms to help us seek inputs from customers we don’t hear from using interviews, surveys, and data analyses”.

Scale 249

Scale Management Sales Hiring Healthcare 249

SaaStr

JANUARY 12, 2022

You just close more, and churn less, and upsell more, when you show up. “For large enterprise customers, your stakeholder map is almost always too small” — Alex Farmer, VP CS, Cognite Data. ” — Blythe Morrow, Microsoft Data Platform. Few things are worse than churn-and-burn deals.

CTO Hire 325

CTO Hire Sales Hiring New CTO CTO 325

Clouded Judgement

APRIL 4, 2024

Rubrik Overview From the S1 - “We are on a mission to secure the world’s data. Realizing that cyberattacks ultimately target data, we created Zero Trust Data Security to deliver cyber resilience so that organizations can secure their data across the cloud and recover from cyberattacks.

Benchmarks 120

Benchmarks Data Cybersecurity Cloud 120

Subscription Flow

OCTOBER 16, 2024

You no longer have to juggle with multiple spreadsheets to ensure data accuracy, or track payment schedules. Having data scattered across various platforms does not give you the complete picture of your finances, and may cost you some of your hard-earned revenue. Of course, having a billing software is important.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

Subscription Flow

DECEMBER 12, 2024

Companies optimize their operations in such a way which reduces customer churn. Enhanced Insights: RGM is a data-driven approach. Therefore, RGM stresses upon a data-driven, and concise approach. Furthermore, these strategies are effective for churned customers as well. The 5 Components of Revenue Growth Management 1.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

User Pilot

AUGUST 5, 2023

How can you leverage data tracking to get product growth insights ? Analyzing data is the key to achieving customer success and product growth. So let’s find out how to create a data tracking plan to collect and analyze all data relevant to your SaaS business. What is data tracking? and data points (i.e.,

Data 98

Data Customer Lifetime Value Underperforming Technical Team Data Analysis 98

SaaStr

DECEMBER 7, 2020

Within the trial, you’ll find a guided walkthrough of how to build your first in-app engagement and can compile a comprehensive list of product engagement and usage data. . So is churn. The biggest concern for service leaders is customer churn; and customer service is at the forefront to drive retention.

Scaling 185

Scaling compliance Churn Innovation 185

User Pilot

OCTOBER 20, 2024

The customer churn rate is high. One major reason to use a gamified onboarding process is that it addresses low customer engagement , which correlates with low product adoption rates and high churn. Identify which strategies resonate most with users to optimize engagement and retention based on real data.

Onboarding 102

Onboarding Engagement Software Review Retention 102

Scytale

NOVEMBER 14, 2023

As a business leader, ensuring your company’s compliance with privacy laws like the California Consumer Privacy Act (CCPA) is critical. The CCPA sets strict standards for data compliance , collection, storage, and sharing, to protect consumers’ personal information.

compliance 52

compliance Data Government Systems Review 52

Valuize Consulting

NOVEMBER 19, 2024

Our world is hyper-connected and data-driven, leading B2B companies are turning to technology to gain deeper insights into client needs and to deliver more proactive, tailored experiences. It’s something that CSMs and Ops teams have been doing for years, enhanced by technologies, algorithms and data science.

B2B 52

B2B Artificial Intelligence Machine Learning Outsourced Development 52

FastSpring

APRIL 23, 2024

FastSpring includes global payment processing and recurring revenue management, of course, but the platform also takes care of the end-to-end checkout process, including optimization of your checkout flow, collecting and remitting sales tax and VAT, localization, fraud prevention, global compliance, and more.

Payment Methods 139

Payment Methods Payment Services Merchant Services Payment Solutions 139

How To Buy Saas

DECEMBER 20, 2024

SaaS accounting is the process of recording, evaluating, and interpreting the financial data and information of your SaaS business to understand your overall financial health, growth momentum, and profitability, and make informed decisions about further steps. So keep reading till the end! What Is SaaS Accounting?

Payment Services 52

Payment Services SaaS Payments Payment Solutions Payment Features 52

FastSpring

JANUARY 27, 2022

Each of the companies Jon worked with lowered churn by creating a better notification process, including a reminder about their renewal six weeks prior to the billing cycle. In this piece, we offer seven case studies from SaaS companies — small tweaks they made to reduce churn and increase customer LTV. Small things matter,” Jon added.

Merchant Services 146

Merchant Services Payment Services SaaS Payments Payment Solutions 146

SaaStr

OCTOBER 15, 2019

So when we were selling to small businesses, they were able to look at all their data in a pretty raw format and understand how they were doing, if they were complying with regulations. Another reason that you really need to take a data driven approach is to be able to target more precisely. Lauren A.:

Underperforming Technical Team 218

Underperforming Technical Team Sales Hiring SMB compliance 218

Blulogix

MARCH 27, 2025

Schedule a Demo Today The Challenges of Traditional Billing Many businesses still rely on outdated billing systems that require manual data entry, static pricing models, and inefficient collections processes. AI is addressing these inefficiencies, transforming billing into a data-driven, automated, and predictive process.

Payments 59

Payments AI Search Payment Services AI 59

FastSpring

DECEMBER 9, 2022

Without a MoR, your company will have to keep track of and ensure compliance with all local taxes and regulations in any country or region where you have customers. If something goes wrong with taxes, local compliance, chargebacks, authorization rates, etc., Retention Management: Reduce Involuntary Churn With Proactive Dunning.

Payment Services 147

Payment Services Merchant Services Payment Methods SaaS Payments 147

FastSpring

SEPTEMBER 16, 2021

For example, at FastSpring, we have a lot of data about online shopping carts. We asked a group of SaaS founders and software engineers what they look for, and we heard a wide variety of answers, including: Subscription management Payment methods Fraud detection and prevention PCI compliance Currency conversion Localization VAT and sales tax.

Payment Services 147

Payment Services SaaS Payments Merchant Services Payment Solutions 147

SaaStr

JUNE 13, 2019

Today I’ve got a lot of data to share with you and I’m really excited because it’s really interesting. I write a blog at tomtunguz.com that focuses a lot of early stage start-ups and uses a lot of data in order to illuminate different topics. Can we get the slides on the presentation? Ready to go? Logo retention.

Scale 252

Scale SMB Sales Hiring Payment Services 252

ChurnZero

MARCH 24, 2025

Using a CRM to manage your customer success workflows means that: The data is static and subjective, without any option to auto-update fields. If you dont have unified customer data, and a proper way to analyze and automate from it, then how can you expect to understand your customers experience and anticipate their needs?

Technology 52

Technology Customer Success Scale ChatGPT 52

FastSpring

JANUARY 17, 2023

Legal compliance. Plus, FastSpring takes on the liability of transactions, which means we manage chargebacks, fraud prevention, gathering and remitting consumption tax, and legal compliance. Automate Payment Failure Handling and Reduce Churn. For subscription data migration without payment information, click here for more info.

Payments 120

Payments Payment Features Payment Methods Payment Services 120

Clouded Judgement

MARCH 22, 2024

At contract expiration these customers either renew (sign another contract with same annual value), expand (sign another contract with higher annual value), contract (sign another contract with lower annual value), or churn (stop being a customer and spend goes to zero). The most common product group put in this category is vector databases.

AI 190

AI Cloud Revenue Technical Advisors 190

User Pilot

APRIL 2, 2025

It’s built for product people who need clear insights without drowning in data. In this article, I’ll show you how Userpilot helps product teams cut through the noise and understand what really matters in mobile user behavior: no data science degree required. That’s where Userpilot’s mobile analytics come in.

Mobile 66

Mobile Underperforming Technical Team Onboarding AI 66

Valuize Consulting

DECEMBER 17, 2024

Revenue-based ratios often lead to overstretched CSMs who burn out and quit, and under-supported customers who fail to achieve value and churn. Here is an example: Account Profile 1: Early Adoption Industry Vertical : Financial Services, requiring stringent compliance with their data and security policies.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

Stax

MARCH 18, 2025

Data cited by Statista shows that the software as service is expected to hit $299 billion by the end of 2025. This is what SaaS applications call “user churn,” and it can affect their monthly recurring revenue (MRR) , as well as their annual recurring revenue (ARR). Churn rate. Customer lifetime value.

Scale 117

Scale Payment Services Payments SaaS Payments 117

FastSpring

JANUARY 5, 2021

Global Compliance. Compliance. Specifically, you need to find a platform that manages compliance for: GDPR. This is the EU General Data Protection Regulation. The Payment Card Industry Data Security Standard protects consumers and their data when shopping online or in-store. Simplicity. Usability.

Payment Methods 120

Payment Methods Payment Solutions Payment Services Payments 120

Stax

MARCH 18, 2025

To keep the system of securing financial information and cardholder information safe, a multi-pronged approach to payment processing data security is imperative. Payment tokenization helps safeguard cardholder data, so your users can collect and process payments securely. Its usually done to prevent credit card fraud from occurring.

Payment Services 88

Payment Services Payment Methods SaaS Payments Merchant Services 88

FastSpring

MARCH 3, 2023

Local Transaction and Indirect Tax Compliance Made Simple There are two main aspects of compliance when it comes to recurring transactions: Transaction compliance (i.e., Sales tax, VAT, and GST compliance (i.e., FastSpring also supports all necessary subscription models for compliance.

Payment Services 142

Payment Services Payment Features Merchant Services Payments 142

FastSpring

MAY 20, 2024

Prepare for renewals with value adds to reduce churn. Churn reduction and dunning management (automatic retrying of failed renewal payments and related email communications). Tax compliance, include calculation, collection, and remittance of VAT and sales taxes. Start small with an incremental approach.

Payments 158

Payments SaaS Payments Merchant Services Payment Solutions 158

FastSpring

JANUARY 9, 2023

A MoR also takes the lead on chargebacks, tax audits, legal compliance, and more. Finally, you’ll need to maintain a large team of tax and legal experts to maintain global compliance (because solutions like Stripe don’t help with any legalities). Taking the lead on legal compliance (including audits). Reporting and Analytics.

Payment Methods 147

Payment Methods Payment Services Merchant Services Payment Features 147

User Pilot

JANUARY 11, 2024

A stellar FinTech onboarding process builds user trust , improves the customer experience , and reduces customer churn. Collect only necessary data and keep requests to a minimum on each page. Clearly explaining your data usage and security measures while integrating a seamless KYC check can foster the trust you desire.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

Intercom, Inc.

MAY 14, 2019

When I first took over this account, the business relationship was trending poorly and the customer was at risk of churning. 2 critical security and compliance inquiries. 2 critical security and compliance inquiries. A large-scale data restructuring project involving another vendor.

Scale 147

Scale Management Underperforming Technical Team Sales 147