Payrix

DECEMBER 18, 2024

Takeaway #2: Inflation and surcharging compliance Ella highlighted the rising importance of surcharging as a response to inflation and escalating operational costs. Ensuring compliance in surcharging practices is critical, as violations can lead to substantial fines.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

Subscription Flow

OCTOBER 10, 2024

Some of the pitfalls that come with unplanned billing migration are faulty revenue reporting, data duplication, and customer churn. It does not support multiple payment gateways, and modern compliance standards. 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

Scytale

OCTOBER 30, 2024

Well, if you haven’t, it’s best we dive in quickly (before non-compliance lands your business in some serious sh@#). Whether you’re a healthcare provider, a SaaS company in the healthcare space, or any other business dealing with Protected Health Information (PHI) , HIPAA compliance is non-negotiable.

Payment Services 52

Payment Services compliance Payment Solutions Payment Methods 52

SaaStr

JUNE 29, 2023

Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023. SaaS Market Snapshot In Q1 of 2023, Vendr gathered data on SaaS Spending and yielded some pretty interesting results. So, what’s driving these purchasing trends?

VP of Engineering 298

VP of Engineering Trends Cybersecurity Sales Hiring 298

Payrix

APRIL 17, 2025

A payment facilitator manages compliance with payment network rules and other financial regulations. A payment facilitator manages compliance with payment network rules and other financial regulations. Handle sub-merchant compliance with card network rules. Are required to maintain dispute resolution processes.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

Sales Hacker

OCTOBER 2, 2020

What’s the difference between sales enablement and Sales Engagement? As sales leaders figure out how to do more with less, 9 out of 10 sales orgs consider a Sales Engagement Platform (SEP) critical to their team’s success. That’s because Sales Engagement isn’t just a tool for automated sequences and CRM integrations.

Scale 139

Scale Engagement Sales Sales Enablement 139

USIO

JULY 1, 2024

Enhanced Security : Usio provides robust security features that protect customer data and ensure compliance with industry standards, building trust with your users. By focusing on customer satisfaction and reducing churn, SaaS companies can maintain a steady revenue stream.

Payments 306

Payments SaaS Payments Payment Solutions Payment Services 306

Payrix

FEBRUARY 4, 2025

Card acceptor business code A four-digit numerical representation of the type of business in which the card acceptor (merchant) engages. Merchant category code (MCC) Classification designating the principal trade, profession, or line of business in which a merchant is engaged. Visa, Mastercard, American Express, etc.).

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

SaaStr

APRIL 15, 2022

ActiveCampaign ‘s category-defining Customer Experience Automation Platform (CXA) helps over 150,000 businesses in 170 countries meaningfully engage with their customers. Join these incredible companies to experience all the value of SaaStr!

Travel 262

Travel compliance Finance Engagement 262

SaaStr

APRIL 28, 2022

Outreach is the only solution provider to integrate sales engagement, conversation intelligence, and revenue intelligence into one platform. Our mission at Vanta is to be a layer of trust on top of cloud services, to secure the internet, increase trust in software companies, and keep consumer data safe.

Forecasting 278

Forecasting compliance Finance Cloud 278

SaaStr

JANUARY 24, 2022

Removed from everyday business, she can only speak to the larger picture, which is important, but that’s often not enough with the fundamental processes of billings, collections, cash flow management, revenue reporting, corporate compliance and more. With a rental engagement, the burden falls on you. Compliance can be complicated.

Finance 334

Finance Outsourcing Services Systems Review Technical Review 334

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

Intercom, Inc.

MAY 24, 2018

When used correctly, data can powerfully enrich sales and marketing efforts and help any business fuel growth. But all too often, companies fall into the trap of using partial or old data to drive major decisions. Companies commonly make the mistake of using expired or partial data from a small subset of users to justify big decisions.

Data 182

Data Scale Underperforming Technical Team Sales Hiring 182

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. With the combination of data and design, teams who use Splash can market, measure and scale their event programs quickly. .

Scale 298

Scale Scaling Outsourced Development compliance 298

User Pilot

NOVEMBER 28, 2024

That said, it’s still a pretty powerful feature for web teams who want to find qualitative insights with quantitative data. Plus, before you ask, Mixpanel does include customer data masking by default to keep sensitive user info hidden (it’s always a win to stay GDPR-compliant). How to access replays from the funnel chart in Mixpanel.

Software Review 105

Software Review Enterprise Pricing compliance 105

Neil Patel

OCTOBER 26, 2020

Create an Engaging Website Headline. We work with all types of businesses and tax classifications Instantly find all relevant deductions, saving you the most on your earnings All tax filings are double-checked by experienced tax professionals, ensuring full IRS compliance. Tips on Creating an Engaging Value Proposition.

Engagement 142

Engagement Artificial Intelligence Software Review Market Research 142

SaaStr

OCTOBER 20, 2022

ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed. Get access to corporate-level benefits, seamless payroll, HR tools, and compliance support—all in one place. Vouris helps B2B SaaS and service companies build their SDR and/or AE teams.

Scale 202

Scale compliance Healthcare Education 202

Intercom, Inc.

JULY 16, 2022

A customer data platform is software that pulls in multiple data streams into one consistent database that helps to organize and manage customer data. . What is the purpose of a customer data platform? To understand the purpose of a customer data platform, it helps to look at some third-party definitions. .

Data 118

Data Point of Sale Technical Review Social Media 118

SaaStr

DECEMBER 18, 2023

Security is all about where data is coming from and how you’re training your models. How to advance trustworthy AI, i.e., compliance, security, and ensuring the AI software you put out there is responsible. Yet, 79% will struggle to ensure their AI models are responsible, secure, and free of bias. How to scale AI across your business.

AI 305

AI Technology Scale Startup 305

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. E.g., Test different tooltip designs to find which gets more engagement.

SaaS 83

SaaS Social Media Interviewing Scale 83

User Pilot

MAY 1, 2024

Businesses aiming for long-term product growth should keep in mind the power of meaningful customer engagement. Having a customer engagement platform in your toolbelt can greatly increase your conversions, and help you drive business success. Here are 12 of the best customer engagement platforms in 2024! Let’s dive in!

Engagement 105

Engagement Social Media Artificial Intelligence AI 105

Payrix

JANUARY 10, 2025

You can use data-driven approaches to guide all this, to reduce the cognitive load on your merchants and your staff and really focus on what matters. Real-time feedback loops and data-driven optimizations are also transforming the onboarding experience. And if I streamline onboarding, I keep merchants happy, engaged right from day one.

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130

Stax

APRIL 3, 2025

The customer enters their payment details and the gateway securely transmits the data to the network. Theyre easy to integrate and set up, with the host taking care of data security measures, including PCI compliance and fraud protection. Payment processor – Handles the technical aspects of the payment.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

Stax

JANUARY 15, 2024

Learn how to achieve payment processing compliance when surcharging to improve your company’s financial stability and reputation. PCI DSS compliance, a global framework, mandates specific requirements and best practices for maintaining credit card data security. for transactions also requires this compliance.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88

Scytale

NOVEMBER 4, 2024

Whether you’re a new entrepreneur in the software industry, scaling your startup, or a seasoned SaaS provider, securing a SOC 3 audit report can be a game-changer for your business , helping you strengthen customer trust while demonstrating your unwavering commitment to data security. The good news? What is a SOC 3 Report?

compliance 52

compliance Underperforming Technical Team Scale Technical Review 52

Blulogix

JANUARY 3, 2025

Increasingly stringent data privacy laws and consumer protection regulations are shaping the way companies handle subscription management and billing. Some of the most impactful changes include: Data Privacy Laws: Regulations like GDPR (General Data Protection Regulation) in Europe and CCPA (California Consumer Privacy Act) in the U.S.

Payment Features 52

Payment Features Subscription Management compliance 52

SaaStr

JULY 30, 2024

The realized value grows as users derive value from the product, increasing engagement, retention, and stickiness. It hurts badly if you touch it later, especially the compliance pieces. The CISO is looking at security, compliance, and data residency. You need to build a product that considers scale from the beginning.

Underperforming Technical Team 288

Underperforming Technical Team Enterprise Scale Payments 288

BetterCloud

DECEMBER 16, 2024

Without engaging IT, they sign up, agree to the apps lengthy list of terms and conditions and away they go. Yet, theyre blissfully unaware of OAuth abuse, an apps inappropriate data read-write policies, or potentially onerous renewal or cancellation terms. Data silos and no backups Another operational risk is related to corporate data.

Artificial Intelligence 52

Artificial Intelligence compliance Systems Review Technical Review 52

Stax

DECEMBER 4, 2023

The US, therefore, requires financial institutions as well as financial services firms to have anti-money laundering (or AML) compliance programs in place. In this article, we’ll discuss everything you need to know about ensuring AML compliance as a payment facilitator (or PayFac). Non-compliance can have major implications.

Merchant Services 88

Merchant Services Payment Services Payfac Technical Review 88

Subscription Flow

OCTOBER 16, 2024

Operating a business entails a number of processes like managing products and payments, invoices, customer engagement, revenue, unpaid invoices and much more. You no longer have to juggle with multiple spreadsheets to ensure data accuracy, or track payment schedules. Sounds like a mountain of work!

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

User Pilot

MAY 8, 2024

As smartphones increasingly become central to the routine life of the modern person, in-app messaging enables you to engage your audience with just-in-time support. Whatfix – best for creating in-app messages for employee engagement. Pendo – best in-app messaging platform for mobile apps. Contextual triggers.

Engagement 105

Engagement AI Search Software Review AI 105

User Pilot

FEBRUARY 21, 2024

In SaaS, the top data analytics trends can either be a revolution or just fluff. So what are the trends in the data analytics landscape that are actually important for product management ? Edge computing : Processes data closer to its source, analyzing data faster, giving real-time insights, and reducing latency and network costs.

Trends 102

Trends Artificial Intelligence Data Outsourced Development 102

User Pilot

OCTOBER 20, 2024

In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement. Tools like Userpilot , for example, can help you automate data collection processes, welcome messages, account setup, in-app guidance, and more. Data security and compliance.

Onboarding 105

Onboarding Underperforming Technical Team Transportation Scale 105

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

SaaStr

NOVEMBER 1, 2022

AI is likely the next platform, dev tools are strategic given the scarcity of developers, cybersecurity is front and center for enterprises, and the data stack is still going strong. The engagement model is standard: a) Companies reserve $XX million equity for advisors. Org Building Ideas for Cross-Border Companies.

Scale 298

Scale Sales Hiring Underperforming Technical Team Cybersecurity 298

SaaStr

AUGUST 8, 2023

The Accounting Team Responsibilities: Financial recording and reporting Compliance, Audits Accounts Payable/Accounts Receivable Tax, Treasury Your accounting team makes sure every financial transaction is recorded correctly and categorized. Accountants are responsible for ensuring the company has clean financial statements and data.

Scale 239

Scale Finance Outsourcing Services Sales Recruiting 239

User Pilot

AUGUST 22, 2023

What is a data tracking plan and how to create one? How does it support data collection and informed decision-making in SaaS organizations? TL;DR A data tracking plan is a document outlining a company’s analytics strategy. It defines which data to collect and how to do it. What is a data tracking plan?

Data 97

Data compliance Onboarding Metrics 97