SaaStr

MAY 30, 2023

Monte Carlo’s CEO and Co-founder, Bar Moses, and Head of Content and Communications, Molly Vorwerck, engage in a captivating dialogue, drawing from their unique experiences at Uber and Gainsight. This is because Nike has mastered the art of storytelling, transforming their products into symbols of determination and athletic prowess.

Communication 241

Communication Innovation Technology Branding 241

SaaStr

NOVEMBER 20, 2024

Once they brought it to market, they knew they needed better user admin features, onboarding capabilities, SSO integration, etc. Be disciplined about prioritizing that feedback and communication. ” Another point of differentiation for Github and Elizabeth was to stay very focused on the problems they were trying to solve.

Scale 264

Scale AI Scaling Marketing 264

User Pilot

AUGUST 8, 2024

It offers 8 products that help companies recruit staff, manage payroll and benefits, improve communications, and build workplace communities. The company realized their current onboarding solutions weren’t adequate, so they decided to give Userpilot a go. Want to learn more? Book a demo! The other issue was Intercom pricing.

Onboarding 105

Onboarding Software Review Technical Review Communication 105

SaaStr

MARCH 18, 2025

” This distributed structure created intentional communication patterns that might not have developed in a single office. This realization led to a fundamental shift in strategy, allocating resources to hiring and onboarding rather than lead generation.

Scale 191

Scale Sales Hiring Scaling Headcount 191

SaaStr

MAY 19, 2020

But customers in collaboration, e-commerce, communication, fintech, eLearning, telehealth and other segments are growing faster than ever. Better Onboarding Helps Even More in Stressful Times. So make it even easier to onboard. Lean in there. Both for marketing and sales. Do you have an E-Commerce Edition? 1 week).

Strategy 348

Strategy Travel Market Segmentation Onboarding 348

User Pilot

JULY 7, 2024

Wondering which customer communication management software is ideal for enhancing customer interactions in your SaaS product? In this article, we examine what customer communications management software is and what to look out for when selecting one. Respond.io – best customer communications software for B2C companies.

Communication 105

Communication Software Review Software Management 105

SaaStr

JULY 11, 2024

If you don’t already do self-onboarding and procuring, it’s wildly difficult to add later. When Twilio started to scale, people said it was the Stripe of communication, but VCs were wary because it had 40-50% margins. What percent are onboarded in the fastest time possible? For the most part, we all end up with this model.

Sales Hiring 291

Sales Hiring Scale Marketing Interviewing 291

User Pilot

APRIL 15, 2024

Left unaddressed, customer communication pain points can cause dissatisfaction and eventual churn. TL;DR Customer communication pain points refer to the problems customers encounter when trying to get help through your support channels. Analyze customer data and improve in-app communication with interactive guides.

Communication 105

Communication SaaS Payments Payment Methods Payment Solutions 105

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

User Pilot

NOVEMBER 7, 2024

Here are the six key steps to follow as a guide during your decision-making process: Identify difficulties & major time sinks : Pinpoint friction points in your current customer success process, such as communication gaps, data access issues, or time-consuming manual tasks, and assess their impact on productivity. G2 rating : 4.4

Customer Success 105

Customer Success Enterprise Software Review Startup 105

User Pilot

MAY 29, 2024

Looking for user onboarding teardowns to help you create an onboarding process for your SaaS? TL;DR A user onboarding teardown is an analysis of the onboarding steps and tactics. Userpilot leverages its own tool for onboarding. Groupize gamified its onboarding with an interactive assistant, G.G.

Onboarding 105

Onboarding Social Media Mobile User Experience 105

SaaStr

SEPTEMBER 28, 2024

If you’re going to miss your quarter, communicate this early and come prepared with a plan to address it. Also focus on identifying areas where you can outperform competitors, whether it’s in pricing, onboarding efficiency, or unique features. When facing difficulties, don’t hide or sugarcoat them.

Technical Review 303

Technical Review Sales Hiring Sales Recruiting Revenue 303

SaaStr

NOVEMBER 12, 2021

A consistent onboarding system that predictably creates early sales rep success. Your sales rep onboarding is your partner onboarding process. This is somewhere in between a customer onboarding and employee onboarding system. . Instead, find ways to communicate often and early.

Sales Recruiting 305

Sales Recruiting Sales Technical Support Onboarding 305

User Pilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding. Ready to dive in?

Onboarding 105

Onboarding Strategy Social Media Churn 105

SaaStr

FEBRUARY 8, 2022

Industry experts know how to communicate with a specific client, using their vocabulary and knowing their market trends and changes. Industry experts can communicate more effectively with everyone in an industry—from junior employees to CMOs. Who: Who makes up your revenue, onboarded vs. retained?

Scale 297

Scale Sales Hiring Compensation Sales 297

User Pilot

OCTOBER 31, 2024

These issues might range from low engagement with specific features to a high churn rate or poor user onboarding. To address this, you could meet with your team to agree on metrics related to onboarding, such as activation rate , time-to-value, and so on. Think about this: Who will be responsible for data collection?

Strategy 105

Strategy Underperforming Technical Team Government Customer Lifetime Value 105

SaaStr

NOVEMBER 24, 2020

GuideCX makes your life easier with their client onboarding software that helps companies invie, guide and engage internal and customer teams in a transparent process that delivers value faster. Unlocking the magic of communications that are improving human experience.

Scale 298

Scale Scaling Outsourced Development compliance 298

SaaStr

MARCH 30, 2024

We’re (for now) using Intercom for trigger-based onboarding and activation messaging, as well as customer communications and newsletters. We’re in the process of onboarding Vitally , specifically to help us better support bigger, managed customers. for our podcast.

Marketing 284

Marketing ChatGPT Mobile Onboarding 284

Inturact

APRIL 3, 2024

Implementing user onboarding can significantly impact how new users perceive and interact with your SaaS product. Intercom, a powerful communication platform, can be your ally in this mission, offering tools and insights that enhance user engagement and retention.

Onboarding 105

Onboarding Retention Communication Engagement 105

SaaStr

JANUARY 12, 2022

Needed more communication, especially in the middle of the relationship as it matured. “The executive sponsor probably wasn’t close enough to the account team and/or exec team and business value has to be proven and communicated constantly” — Lauren Holiday, Senior AE, Pendo. “Have better Onboarding.”

CTO Hire 328

CTO Hire Sales Hiring New CTO CTO 328

User Pilot

APRIL 8, 2025

And finally, slideouts help improve feature adoption and engagement by directly communicating timely information in-app, helping mobile users discover new features and engage more. When and where to use mobile slideouts Mobile slideouts are incredible communication tools as long as you time them right.

Mobile 66

Mobile Onboarding User Experience Engagement 66

SaaStr

JANUARY 31, 2022

Our role as leaders is to onboard, train, and use whatever methods possible to get the team excelling at both. Communicate Clear Rules of Engagement. Over-communicate to the team. Leadership And Communication. I’m an over-communicator who leads with integrity and loves to have fun. Hiring For Growth.

Sales Recruiting 246

Sales Recruiting Sales Hiring Scale Enterprise 246

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

Intercom, Inc.

JUNE 22, 2022

For businesses looking for a reliable, fast, and effective way to communicate with their customers, SMS is a no-brainer. Two-way communication means better conversations. Here are just some of the ways you can use Intercom SMS to communicate with your customers. Onboarding. Intercom SMS opens up the conversation.

Engagement 211

Engagement Scale Systems Review Onboarding 211

Subscription Flow

OCTOBER 10, 2024

Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition. SubscriptionFlow helps you tackle the pain points that come with billing system migration, and offers you smooth onboarding. The business lacks access to advanced features.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

SaaStr

JANUARY 21, 2020

Things like hiring the right people and being clear and communicative. We’re going to talk a little bit about being clear and communicative with goals and objectives. Step two is a little bit about what Aaron was talking about, being clear and communicative. We give them an onboarding buddy.

Sales Recruiting 332

Sales Recruiting Sales Hiring Scale Sales 332

SaaStr

MARCH 24, 2022

And for businesses looking for embedded payments, we offer white-labeled payments for platforms with automated underwriting and onboarding that supports marketplaces and split payments. Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue.

Payments 260

Payments Payment Services Payment Solutions SaaS Payments 260

SaaStr

JULY 7, 2023

Tactic #1: Build A Segmented Communication Plan A common segmentation practice is to segment based on a customer’s upsell potential or to create nurture programs that expose them to new products and features. Tactic #2: Take Your Onboarding Gifts “Outside The Box” Every SaaS company sends an onboarding gift box with branded “things” in it.

Retention 242

Retention Software Review Revenue Systems Review 242

Intercom, Inc.

SEPTEMBER 15, 2020

Retaining your hard-won customers is the difference between success and failure for online businesses, and the key to retention is excellent customer communication. What’s the best approach to onboarding, versus something like re-engagement? Personal customer communication, at scale. What will drive action?

Scale 231

Scale Mobile Engagement Onboarding 231

Intercom, Inc.

APRIL 6, 2022

For fast-growing and enterprise organizations, the ability to personalize customer communication in a way that’s scalable is business critical. Tailored, in-context experiences have become table stakes, making the one-size-fits-all approach to customer communication a thing of the past.

Scale 230

Scale Scaling DevOps as a Service Communication 230

SaaStr

MAY 3, 2023

Communicating Expectations To Leaders You must provide tangible, measurable behaviors and expectations for your leaders when you have high standards. Take the time to create onboarding documents showcasing your company values and the expected behaviors leaders must align with to uphold those values.

Sales Hiring 259

Sales Hiring Scale Pricing Customer Success 259

Intercom, Inc.

MARCH 23, 2022

For over a decade, we’ve been making internet business personal with our customer communications platform. We enable the most critical component of the modern customer journey – ongoing engagement – throughout the customer journey, from converting prospects to onboarding new customers, activating, providing support, and beyond.

Scale 220

Scale DevOps as a Service Communication Scaling 220

Intercom, Inc.

JULY 28, 2020

These apps make communication feel friendly, quick, easy, and even fun. So every touchpoint in your customer journey – from acquisition to onboarding and support – needs to feel personal and connected. “Connect 1:1 with your prospects and customers during high stakes moments. Use conversational marketing to drive key actions.

Scale 290

Scale Scaling Engagement Branding 290

User Pilot

APRIL 3, 2025

Theyre just staring at an empty interface without any onboarding direction or support options. That in-app messaging is great for driving user engagement compared to other forms of customer communication, among other benefits. For example, send a welcome message guiding users through the onboarding process right after they sign up.

Mobile 66

Mobile Onboarding User Experience AI 66

Intercom, Inc.

AUGUST 3, 2022

Upgrade your customers’ experience with more targeted personalized communications. Consolidate your marketing stack and send multiple marketing communications (newsletter, onboarding, product announcements, promotions) from a single tool. Targeted, personalized conversations at scale with Dynamic Content.

Payment Features 203

Payment Features Subscription Communication Engagement 203

SaaStr

FEBRUARY 20, 2023

Unfortunately, these verticals can quickly become communication and work silos resulting in different day-to-day goals. A great example is Pleo’s SMB customer base, which was initially wholly dependent on communicating with sales reps for their needs. This harmony is often challenging, given how traditional work structures function.

Management 246

Management SMB Communication Sales 246

SaaStr

OCTOBER 10, 2023

Founders have refined the narrative around the product and can communicate it clearly and with a depth of knowledge that no one else will have in the early days. How To Ensure Sales Leaders Are Mission-Aligned You need to be clear on what your mission is and communicate it effectively to anyone coming in.

Scale 283

Scale Sales Hiring Scaling Sales 283