User Pilot

MARCH 9, 2025

E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Suppose you learn that your new users’ primary job-to-be-done is “quickly onboarding.” But the tool’s complicated features make it harder to learn, resulting in slower onboarding.

SaaS 83

SaaS Social Media Interviewing Scale 83

SaaStr

JANUARY 12, 2022

You just close more, and churn less, and upsell more, when you show up. 5M in ARR b/c we were too small a co and compliance dept blocked renewal (shoulda raised price I guess…) ” — Jared Hansen, CEO Thrilling Foods. Few things are worse than churn-and-burn deals. “Have better Onboarding.”

CTO Hire 328

CTO Hire Sales Hiring New CTO CTO 328

SaaStr

DECEMBER 7, 2020

So is churn. The biggest concern for service leaders is customer churn; and customer service is at the forefront to drive retention. GuideCX – The client onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent way and accelerates time to value.

Scaling 191

Scaling compliance Churn Innovation 191

Subscription Flow

OCTOBER 16, 2024

Compliance with financial laws Calculating your tax, and then making sure that you are compliant with all the relevant tax laws is something that you have to do often. If you sign up with a billing software that cannot auto-generate reports for you, or ensure compliance, you would have to consider migration.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

User Pilot

APRIL 2, 2025

Common use cases for mobile analytics include optimizing onboarding flows to reduce drop-off rates, identifying underperforming features that need improvement, personalizing the user experience based on behavior patterns, and making data-driven decisions for your product roadmap. Monitor mobile metrics effectively with Userpilot.

Mobile 66

Mobile Underperforming Technical Team Onboarding AWS 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

Subscription Flow

DECEMBER 12, 2024

Companies optimize their operations in such a way which reduces customer churn. Personalized offers and discounts can then be extended to these customers to get them onboard. Furthermore, these strategies are effective for churned customers as well. Navigating the world of compliance can be very demanding.

Payments 52

Payments Payment Services SaaS Payments Revenue 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

Valuize Consulting

APRIL 4, 2025

Time data highlights inefficiencies and bottlenecksempowering you to: Automate routine tasks Streamline processes Reallocate time toward strategic, value-driving work Predicting Customer Health and Preventing Churn: Fluctuations in time spent with a customer often signal changes in engagement.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 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. Automate Payment Failure Handling and Reduce Churn. And much more.

Payments 125

Payments Payment Features Payment Methods Payment Services 125

FastSpring

JANUARY 5, 2021

Global Compliance. Also, consider the onboarding process. Compliance. Specifically, you need to find a platform that manages compliance for: GDPR. Activations Cancelations Churn Rate Upgrades/Downgrades Upcoming rebills Lifetime Value. Simplicity. Usability. Functionality. Revenue Recovery. Reporting. Simplicity.

Payment Methods 125

Payment Methods Payment Solutions Payment Services Payments 125

ChurnZero

MARCH 24, 2025

Built to support a linear sales process, a CRM doesnt support a dynamic customer journey in which onboarding, product adoption, and the renewal process fluctuate. Missing major customer milestones without clear onboarding, renewal, and status processes. 3: Your CS teams processes feel inconsistent or repetitive.

Technology 52

Technology Customer Success Scale ChatGPT 52

User Pilot

MARCH 30, 2025

For instance, a project management app might promote team collaboration features to startups while emphasizing security and compliance to enterprise clients. Onboarding flows such as different welcome screens or sign-up processes. Thats why you must focus on designing a smooth onboarding experience inside your app.

Mobile 66

Mobile Acquisition Software Review Social Media 66

Stax

MARCH 18, 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. Churn is the percentage of customers that end their subscriptions within a certain amount of time. Customer lifetime value.

Scale 117

Scale Payment Services Payments SaaS Payments 117

Frontegg

JULY 22, 2021

This allows users to onboard alone and get started without any manual intervention. This is typically done by implementing “ Freemium ” versions that elevate onboarding and adoption metrics. In many cases, a lack of flexibility at this stage may result in unexpected churn, especially when it comes to SaaS for enterprise.

Technical Review 97

Technical Review Payment Features Scale SaaS 97

User Pilot

JANUARY 19, 2025

Instead, it is to identify the right and wrong types of friction and remove the bad friction to create a holistic user onboarding journey. It saves you from churn and lets your users think through their decisions. Are there any known complexities in your onboarding flow or key features? The goal isnt to eliminate all friction.

Onboarding 52

Onboarding Software Review User Experience Churn 52

SaaStr

OCTOBER 15, 2019

.: When you start selling to companies who are spending $100,000 or a million a year on you, you can’t just ignore their suggestions because if someone who’s paying you a hundred grand, churns going to hurt a lot more than someone who pays you $1,000 if they churn.

Underperforming Technical Team 222

Underperforming Technical Team Sales Hiring SMB Enterprise 222

User Pilot

MAY 27, 2024

It lets you: Power customer retention efforts : Since loyalty-based customer segments enable personalization , they are more likely to enhance customer satisfaction and prevent churn. Using this information, you can then personalize onboarding and improve your marketing materials for that behavioral segment. Free trials.

Customer Lifetime Value 105

Customer Lifetime Value Retention Engagement User Experience 105

Chart Mogul

JANUARY 9, 2025

Larger ticket values may require navigating complex procurement processes to include security and compliance checks, therefore prolonging the SaaS sales cycle. Onboarding Once the contract is signed, its time to get the new customer up and running. Managing the customer onboarding process within ChartMogul CRM.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

FastSpring

JANUARY 10, 2023

This means we take the lead on legal compliance, collecting and remitting consumption tax, chargebacks, and more. To handle this, most companies need an entire department dedicated to legal compliance. In our experience, this significantly reduces the number of failed payments and involuntary churn.

Payment Solutions 146

Payment Solutions Payment Features Payment Methods Software Review 146

User Pilot

DECEMBER 10, 2023

Looking for a good churn analytics tool and wondering which one of Heap, Amplitude, and Mixpanel is the best option for your SaaS company? There are plenty of tools for churn analytics on review sites, but they don’t make the choice any easier. Get a Userpilot demo for churn analytics and drive your product growth code-free.

Churn 52

Churn Software Review Technical Review Scale 52

User Pilot

APRIL 23, 2021

Without exception, all the SaaS businesses I’ve ever spoken with want to keep their churn rate down. That all sounds well and good in theory… but how do you prevent against churn in practice? Most online information about churn is vague, high-level fluff. How to calculate churn rate 1. How to calculate churn rate.

Churn 52

Churn SaaS Payments Payment Solutions Social Media 52

User Pilot

MARCH 14, 2024

Looking for an effective churn analytics tool and wondering if Heap is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Heap is the ideal choice for your churn analytics needs. Looking for a Better Alternative for Churn Analytics? Try Userpilot!

Technical Review 52

Technical Review Software Review Churn Systems Review 52

FastSpring

DECEMBER 7, 2022

However, you’ll still be responsible for paying taxes, processing chargebacks, and for things like legal compliance, dunning, and more. If something goes wrong with taxes, local compliance, chargebacks, accounts not balancing, etc., This is a good place to start, but there are more ways to reduce churn due to failed payments.

Payment Methods 148

Payment Methods Merchant Services Payment Services Payments 148

FastSpring

DECEMBER 12, 2022

Reduce involuntary churn with proactive dunning. Reduce Involuntary Churn with Proactive Dunning Management. The most common way to deal with payment failures is to simply notify the customer, however, you’ll need to do more — like send out multiple reminders — if you want to significantly reduce involuntary churn.

Payment Services 148

Payment Services Merchant Services Payment Methods Payment Solutions 148

Stax

JUNE 18, 2024

A robust subscription management platform is essential to reducing admin and ensuring positive customer experiences that keep churn rates low. Key benefits of subscription management platforms include compliance with accounting standards, accurate revenue recognition, and reliable financial reporting.

Payment Features 88

Payment Features Payment Solutions Payment Services Payments 88

User Pilot

DECEMBER 10, 2023

Looking for a good churn analytics tool and wondering which one of Pendo, Appcues, and UserGuiding is the best option for your SaaS company? There are plenty of tools for churn analytics on review sites, but they don’t make the choice any easier. Get a Userpilot demo for churn analytics and drive your product growth code-free.

Churn 52

Churn Software Review Underperforming Technical Team Technical Review 52

User Pilot

DECEMBER 10, 2023

Looking for a good churn analytics tool and wondering which one of Pendo, Appcues, and Mixpanel is the best option for your SaaS company? There are plenty of tools for churn analytics on review sites, but they don’t make the choice any easier. Get a Userpilot demo for churn analytics and drive your product growth code-free.

Churn 52

Churn Software Review Underperforming Technical Team Technical Review 52

Subscription Flow

FEBRUARY 27, 2024

Moreover, developing a profitable pricing strategy requires consistent model testing and compliance with international tax laws. Streamlined Automation: Several operational tasks, including user onboarding, usage tracking, bills generation, and payment processing, are automated by a strong subscription billing platform.

SaaS Payments 105

SaaS Payments Payment Services Payments Payment Solutions 105

User Pilot

MARCH 11, 2024

Looking for an effective churn analytics tool and wondering if Mixpanel is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Mixpanel is the ideal choice for your churn analytics needs. Looking for a Better Alternative for Churn Analytics? Try Userpilot!

Software Review 52

Software Review Churn Systems Review Technical Review 52

Stax

NOVEMBER 27, 2023

To choose the right KYC provider, some of the factors you should look at are if the provider offers automated KYC processes, integration with existing systems, future-proof scalability, and full compliance with regulatory requirements. While internationally CDD can be seen as a key component of KYC compliance, within the U.S.,

Merchant Services 88

Merchant Services Payment Services Systems Review Technical Review 88

User Pilot

SEPTEMBER 2, 2022

Once the redesigned product is out, user onboarding is necessary to help users navigate their way around. User onboarding helps users shorten the time to value. Userpilot can help your team collect feedback, track product usage, carry out product experiments and design fully customized contextual onboarding flows.

User Experience 98

User Experience SaaS Onboarding Social Media 98

User Pilot

AUGUST 15, 2023

In this approach, data experts or analysts prepare specific workflows or analysis paths with a predefined goal in mind, for example reducing user churn. Let’s imagine your churn analysis has revealed a number of actions that users complete before they disappear. Why is self-service analytics important? Goal-setting framework.

SaaS 98

SaaS Data Analysis Artificial Intelligence Government 98

ChurnZero

DECEMBER 19, 2024

2024 Onboarding Hero: Ollie, a Next Glass company Ollie used ChurnZero journeys and plays to enhance their onboarding process for time-pressed customers. The Ollie team reimagined the process, using ChurnZero to structure and systemize their onboarding and keep customers on track. Here’s who they are, and how they did it.

Customer Success 52

Customer Success Scale Underperforming Technical Team Innovation 52

User Pilot

JULY 29, 2024

Customer success software helps businesses boost customer satisfaction, reduce churn , and improve efficiency. Custify is a customer success management platform that helps SaaS businesses track customer health scores, identify users at risk of churn , and proactively retain them. A customer success dashboard from Custify.

Customer Success 105

Customer Success Software Management SaaS 105

User Pilot

MAY 16, 2023

To evaluate your value metrics and how you use them in your pricing plan, you can track metrics like customer churn , user retention, MRR, or customer lifetime value. Tracking product usage of your power users, as well as inactive/churned customers, allows you to identify the most valuable features and their usage limits.

Metrics 98

Metrics Customer Lifetime Value SaaS Pricing 98

User Pilot

MARCH 21, 2023

Common usage metrics include: Product onboarding engagement rate Activation rate Product adoption Time to value Number of key user actions per session Customer Engagement Score (CES) Feature usage Product stickiness These are the kinds of data that product managers need to improve their products and add value.

Management 98

Management Technical Review Outsourced Development Mobile 98