Remove Churn Remove compliance Remove Technical Review
article thumbnail

Dear SaaStr: What Should I Do in a Sales Audit?

SaaStr

Heres what to include: Pipeline Health : Review the pipeline metricsdeal velocity, win rates, average deal size, and pipeline coverage. Review lead quality, conversion rates by segment, and the effectiveness of your ICP (Ideal Customer Profile). AI can help predict churn and identify expansion opportunities. If so, why?

article thumbnail

The Top 10 Important Finance Mistakes First Time Founders Make

SaaStr

With early revenue, you start thinking about churn and scalability of every aspect of the business, including product, infrastructure, customer support, sales and marketing. During the acquisition’s due diligence, those cash-based books had to be converted to accrual-based figures. Your focus expands. But don’t.

Finance 334
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

A Detailed Comparison of Stripe vs. Paddle vs. FastSpring (With Reviews)

FastSpring

payment processing, gathering and remitting taxes, and subscription management) and what additional software you’ll need to add to your tech stack. Finally, we share several customer reviews and case studies for each solution. We collect and remit sales tax and VAT on your behalf, and take the lead on regulatory compliance and audits.

article thumbnail

Customer Research 101: The Complete Guide for SaaS

User Pilot

According to Harvard Business Review, 80% of new products fail, primarily because companies fail to conduct proper customer research. Ensure legal compliance: Obtain security certifications, like SOC2 Type II, and ensure industry-relevant compliance, such as with GDPR or HIPAA, all of which Userpilot’s security standards provide.

SaaS 83
article thumbnail

Defining CSM-to-Account Ratios: A Lifecycle Design Approach

Valuize Consulting

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.

article thumbnail

Stripe vs. 2Checkout: Features, Pricing, Reviews, and More

Baremetrics

Keep reading to learn everything you need to know including features, pricing, reviews, and more! Stripe vs. 2Checkout: Features Stripe vs. 2Checkout: Pricing 2Checkout Pricing Stripe vs. 2Checkout: Reviews Stripe vs. 2Checkout: The Bottom Line Conclusion. Get deep insights into churn, LTV, MRR and more to grow your business.

article thumbnail

Know Your Customer (KYC): What It Is and How to Comply

Stax

KYC’s three main components are the customer identification program (CIP), which was imposed by the USA Patriot Act in 2011; customer due diligence (CDD); and regular monitoring of the customer’s account and activities, which is also called enhanced due diligence (EDD). In the U.S.,