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

SaaStr

FEBRUARY 16, 2023

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. It helps companies simplify every aspect of managing an international workforce, from culture and onboarding, to local payroll and compliance.

Cybersecurity 279

Cybersecurity Venture Capital compliance Cloud 279

SaaStr

SEPTEMBER 1, 2022

The system connects financial and operational data to easily explore historicals, and accurately forecast bookings, revenues, workforce, expenses, and cash flows. Rocketlane is purpose-built software to accelerate and streamline implementation and customer onboarding. appeared first on SaaStr.

compliance 279

compliance Forecasting AI Onboarding 279

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

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

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. It also fulfills regulatory requirements and provides valuable data that can be leveraged to personalize services.

Banking 105

Banking Onboarding compliance Scale 105

SaaStr

AUGUST 9, 2024

Customer success at Braze was a big umbrella, with onboarding, CSM, tech support, sales engineering, and more under it. They did the same with their onboarding team. Do you want a system that automates playbooks, presents usage data to the team, or creates and tracks a health score? It’s not about marketing or user acquisition.

Scale 297

Scale Sales Hiring Scaling Startup 297

Payrix

FEBRUARY 4, 2025

They underwrite and onboard the sub-merchants and provide them with the products and services required to process electronic payments. Authentication The process of assuring that data has come from its claimed source, or a process of corroborating the claimed identity of a communicating party.

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

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 299

Scale Scaling Outsourced Development compliance 299

SaaStr

JANUARY 30, 2023

This insight led Deel to focus on solving payments and compliance. Building revenue operations to support sales Deel had onboarded nearly 100 clients, reports showed good traction, and it was time to leverage this opportunity. Use your data to inform. Make strategic decisions and leverage your data. Trust the process.

Sales Hiring 279

Sales Hiring Payment Services SaaS Payments Scale 279

Stax

JANUARY 23, 2025

The merchant underwriting process is a critical step that payment processors and financial institutions use to assess the risk associated with onboarding new businesses. Key steps include application review, risk assessment, credit checks, and compliance verification. Learn More What is Merchant Account Underwriting?

Merchant Services 68

Merchant Services Payment Services Payment Methods Development Team Review 68

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

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

User Pilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Collect only necessary data and keep requests to a minimum on each page.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

User Pilot

APRIL 26, 2023

Building awesome user onboarding experiences requires a great deal of effort when starting from scratch. So we’ve collected onboarding UX examples from other companies to inspire you! Here are 17 user onboarding examples to help you create great user onboarding flows. What is onboarding UX?

Onboarding 98

Onboarding Customer Lifetime Value Social Media Education 98

SaaStr

JULY 18, 2023

Hypergrowth in today’s highly competitive and budget-constrained SaaS world may be less frequent now, but Vanta, the software tool empowering security companies to achieve compliance and manage risk, has defied the odds. With a multi-billion dollar valuation and a trajectory to double growth annually, Vanta is seizing the spotlight.

Strategy 246

Strategy Scale Sales Hiring Startup 246

Stax

SEPTEMBER 17, 2024

In the new, digital era of payment management and shopping, protecting customer data is a top priority. While the news may bring breaking headlines about stolen or lost data from large corporations, every business can take the steps necessary to secure sensitive data. What is PCI Compliance? That’s where Stax comes in.

Payment Services 88

Payment Services Merchant Services Payment Methods compliance 88

Intercom, Inc.

JANUARY 5, 2022

There are enough stories of data breaches and cyber attacks to chill even the savviest security engineer to the core. Cyber security and compliance, it turns out, is in demand. You can’t grow your business if your customers don’t trust you with their sensitive data. And that’s where people like Adam Markowitz come in.

Scale 211

Scale Software Review compliance Technical Review 211

Intercom, Inc.

FEBRUARY 22, 2022

As a SaaS business, Intercom is a data processor: our customers entrust us with their data, which we store and process on their behalf. We do that by: Investing in your trust through compliance with industry security and privacy ISO standards or frameworks such as SOC 2. Shipping quickly and securely. Continuous risk management.

Data 118

Data CTO Hire Technical Review Scale 118

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

User Pilot

JULY 30, 2023

Because of how complex product management can be, it’s not hard to see why effective data sharing can be difficult to achieve throughout an entire organization. These obstacles result in data silos that lead to different departments having conflicting data and struggle to access data quickly. What are data silos?

Data 98

Data Systems Review Software Review Company Culture 98

Intercom, Inc.

OCTOBER 27, 2022

Whether it’s customer onboarding or just gathering information for an event, we’re often trapped in endless follow-ups and back-and-forth emails until we finally get the assets and can move on with other, more meaningful tasks. A better way to collect customer data. So we are mostly collecting documents and data from our clients.

Technical Review 118

Technical Review Software Review Development Team Review Systems Review 118

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

User Pilot

JULY 2, 2024

A self-service data platform is the backbone of informed decision-making and a growing SaaS business. But how do you choose the right data platform for product analytics ? Let’s go over what a data platform is, its importance, and the must-have features you should consider to choose the right platform for you.

Data 105

Data Technical Review Software Review Government 105

BetterCloud

JANUARY 13, 2025

IT and security teams of all sizes have formalized file sharing governance strategies to safeguard data and maintain compliance. Without adequate visibility and control, these platforms can become breeding grounds for data breaches and compliance violations. However, enforcing these policies is where most struggle.

compliance 52

compliance Government Education Consulting 52

SaaStr

JANUARY 12, 2022

“For large enterprise customers, your stakeholder map is almost always too small” — Alex Farmer, VP CS, Cognite Data. 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. “Have better Onboarding.”

CTO Hire 328

CTO Hire Sales Hiring New CTO CTO 328

User Pilot

AUGUST 16, 2023

How to promote data democratization in your SaaS business to improve decision-making ? TL;DR Data democratization is the process of simplifying how data is stored and managed to help non-technical employees access it easily and make data-driven decisions. What is data democratization?

Data 98

Data Technical Review Government Data Analysis 98

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

SaaStr

SEPTEMBER 28, 2023

Smaller companies have become more sophisticated in the tools they use, the IT systems, and automation for onboarding and offboarding, and all of that has resulted in needing to plug stuff into the tools you’re using quickly. This doesn’t include the compliance or security teams. So why would anyone consider building vs. buying?

Enterprise readiness 290

Enterprise readiness Payment Solutions Enterprise Payments 290

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 AWS 66

BetterCloud

JANUARY 3, 2025

We’ll cut through the jargon and provide practical advice on everything from discovering and onboarding new vendors to optimizing costs and ensuring security. Staying ahead of the game : Keeping up with the latest security threats and ensuring compliance. This blog is your guide to conquering SaaS chaos.

Management 52

Management SaaS compliance Benchmarks 52

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. Whether it’s greater efficiency, increased revenue, cost savings, or achieving compliance, every customer has a reason for purchasing your product.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

User Pilot

AUGUST 5, 2023

What’s customer data integration, and how does it benefit product teams ? We also look at the challenges of data integration and best practices. TL;DR Customer data integration (CDI) is the process of collecting, organizing, transforming, and managing data from various sources in one place.

Data 98

Data Technical Review SaaS Software Review 98

USIO

FEBRUARY 13, 2024

Real-time Data: Integrated payment solutions often provide real-time transaction data and analytics. This data can be invaluable for businesses in making informed decisions and optimizing their strategies. This relieves businesses from the burdensome task of navigating complex compliance requirements.

Merchant Services 130

Merchant Services PayFac as a Service Payment Services Marketplace as a Service 130

USIO

MAY 24, 2024

Security : Protection against fraud and ensuring data privacy is paramount. Make sure you only work with PCI Level 1 Compliance. Ease of Integration : The gateway should integrate seamlessly with your existing systems and software with automated onboarding. Regulatory Compliance Usio is well-versed in the regulatory landscape.

Payment Services 130

Payment Services Merchant Services SaaS Payments Payments 130

SaaStr

FEBRUARY 21, 2024

There are three types of partners: Ones that bring you leads Ones that make existing customers happier And ones that you can help upsell and expand customers Drata works with companies that store data in the Cloud. They go through their onboarding programs and know the policies. That’s a high value for AWS. So, what about training?

AWS 286

AWS Scale Sales Hiring Marketing 286