SaaStr

JULY 1, 2024

It could be a 6-month, 12-month, or multi-year venture, so you want the cash to invest in an upmarket strategy properly. How can you engage these new users across the funnel? Once you do, invest and go hard after this market and grow the sales team to serve that upmarket customer. #3: Finally, compliance is going to be critical.

Sales Hiring 305

Sales Hiring Scale SMB compliance 305

Payrix

APRIL 17, 2025

A payment facilitator manages compliance with payment network rules and other financial regulations. This includes verifying the identities of sub-merchants through Know Your Customer (KYC) checks, ensuring PCI compliance for secure handling of payment data , and mitigating risks through fraud or chargebacks.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

Intercom, Inc.

OCTOBER 19, 2022

This is the fifth post in a content series exploring Intercom’s investment in supporting large businesses. We protect it throughout its lifecycle with robust security practices, tailored role-specific staff training, and rigorous compliance with regulations. Compliance: Don’t just take our word for it .

compliance 138

compliance Data Software Review Scale 138

Payrix

FEBRUARY 4, 2025

An integrated software vendor more commonly known as an ISV is a software company that engages in a partnership with a payments provider in order to integrate payment processing capabilities into their platform. Learn more about PCI compliance management. What is an integrated software vendor?

Payments 130

Payments Payment Services Payment Solutions PayFac as a Service 130

SaaStr

OCTOBER 13, 2022

ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance.

GCP(Google Cloud Platform) 260

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 260

SaaStr

JULY 30, 2024

The realized value grows as users derive value from the product, increasing engagement, retention, and stickiness. By scaling your PLG motion, you can achieve higher revenue per employee because you aren’t investing as many dollars in messaging, marketing, and building the big sales teams. How do I learn about this product?

Underperforming Technical Team 288

Underperforming Technical Team Enterprise Scale Payments 288

SaaStr

NOVEMBER 1, 2022

The engagement model is standard: a) Companies reserve $XX million equity for advisors. b) Some folks like to invest in the company they advise. One can’t start investing in a brand early enough. Example 2: Compliance and security norms change when you go to other geos. It is hard for a tool to get to $1 billion ARR.

Scale 298

Scale Sales Hiring Underperforming Technical Team Cybersecurity 298

Scytale

NOVEMBER 4, 2024

These criteria further highlight that every aspect of data is expertly managed to ensure complete protection and compliance. As SOC 3 reports are designed for public use and serve as excellent marketing tools, they offer a simplified, customer-centric overview of your organization’s security and compliance measures.

compliance 52

compliance Underperforming Technical Team Scale Technical Review 52

Stax

APRIL 3, 2025

Theyre easy to integrate and set up, with the host taking care of data security measures, including PCI compliance and fraud protection. On top of PCI compliance, you might have to pay extra for SSL (Secure Sockets Layer) certification. Just like self-hosted gateways, merchants using API-based solutions are responsible for security.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

BetterCloud

DECEMBER 16, 2024

Without engaging IT, they sign up, agree to the apps lengthy list of terms and conditions and away they go. So, as a cautionary tale, its important to understand the hidden risks of shadow IT , including: Operational Security Compliance Financial Remaining unchecked, these four major risks only continue to grow and consequences amplify.

Artificial Intelligence 52

Artificial Intelligence compliance Systems Review Technical Review 52

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. Invest in next-gen finance tooling. Encourage bias towards action. Every Wednesday at 10 a.m.

Scale 239

Scale Finance Outsourcing Services Sales Recruiting 239

Blulogix

JANUARY 3, 2025

Navigating these changes requires businesses to adopt compliance-focused billing software and automated subscription management tools that ensure adherence to legal standards while maintaining operational efficiency and customer trust. How Billing Automation Supports Compliance Billing automation is a cornerstone of regulatory readiness.

Payment Features 52

Payment Features Subscription Management compliance 52

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. 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.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

User Pilot

MARCH 9, 2025

E.g., Test different tooltip designs to find which gets more engagement. This way, when it’s time to define your target audience (Step 3), you’ll have a clearer idea of who to engage with. Send targeted in-app messages with Userpilot , using modals, banners, and tooltips to improve engagement.

SaaS 83

SaaS Social Media Interviewing Scale 83

Payrix

JANUARY 10, 2025

And if I streamline onboarding, I keep merchants happy, engaged right from day one. Ultimately, it’s an investment in a long-term relationship. When you’re tasked with ensuring the compliance and safety, there is a tension that this creates. You also have to help merchants navigate expectations. First, identity.

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130

SaaStr

JANUARY 12, 2022

And you lose renewals when you didn’t engage enough of the stakeholders. 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. Complaints hurt, but they’re a sign of an engaged customer. A good one.

CTO Hire 328

CTO Hire Sales Hiring New CTO CTO 328

FastSpring

APRIL 17, 2024

These thoughtfully crafted roundtables are meticulously designed to facilitate engaging interactions and dynamic conversations between event attendees. We’ll manage your checkout , VAT and sales taxes , compliance , and more, freeing you to focus on what you do best: building great software. Where to Get Tickets Still need tickets?

Merchant Services 150

Merchant Services Payment Services Payment Methods Payment Facilitation 150

Scytale

SEPTEMBER 16, 2024

With this DORA compliance checklist and clear outline of the DORA compliance requirements, financial entities have a clear roadmap of what they must follow to stay safe and sound. Standardize compliance : No more guessing games across EU countries. Step 2: Assess Your Current Compliance Status Time for a self-assessment.

compliance 59

compliance Technical Review Systems Review Development Team Review 59

Scytale

MARCH 12, 2025

His investment portfolio spans fintech, biotech, and deep tech, reinforcing his passion for driving progress across industries. Recognized as the Veuve Clicquot Bold Woman of the Year, she continues to drive policy change and invests in impact-driven ventures as a Venture Partner at Mustard Seed Maze. Backed by 1.93

Startup 59

Startup Scale Cybersecurity AI Search 59

ChurnZero

OCTOBER 22, 2021

Customer Advocacy: How to Get Your Customers and Customer Success Team Invested. At ChurnZero’s virtual RYG, we held a panel discussion with Customer Success leaders who offered up their best advice on how to get both your customers and your team invested in your customer advocacy program. Similarly, Megan Macaluso, Sr.

Customer Success 96

Customer Success Investment Systems Review Technical Review 96

USIO

APRIL 22, 2024

By incentivizing engagement and collaboration, Usio fosters a community-driven approach where everyone has a stake in the platform’s prosperity. Revenue Share: Usio revenue share is a program designed to provide an equitable distribution of profits among stakeholders within the Usio payment ecosystem.

Payment Services 130

Payment Services SaaS Payments Payment Solutions Payments 130

Valuize Consulting

APRIL 4, 2025

Time tracking reveals the real investment required to support various segments and individual accounts. Consider a company that discovers, through time data, that its high-value enterprise clients in the healthcare sector consistently require longer onboarding due to compliance-related complexities.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

Blulogix

DECEMBER 27, 2024

Streamlined Renewals: Automated renewal management eliminates the risk of lapsed contracts, ensuring customers stay engaged and revenue streams remain intact. It reduces manual errors, ensures compliance with complex pricing structures, and enables businesses to scale without losing operational efficiency.

Payment Features 52

Payment Features Revenue Scale Operational efficiency. 52

Payrix

JULY 30, 2024

In this blog, you’ll discover the value of an implementation built around a digital framework, guided by payments experts invested in your Embedded Payments success. From a single, user-friendly interface, all engaged stakeholders have visibility into the current state and next steps of the implementation, so there aren’t any surprises.

Merchant Services 147

Merchant Services Payments Payment Solutions Payment Services 147

Scytale

SEPTEMBER 16, 2024

With this DORA compliance checklist and clear outline of the DORA compliance requirements, financial entities have a clear roadmap of what they must follow to stay safe and sound. Standardize compliance : No more guessing games across EU countries. Step 2: Assess Your Current Compliance Status Time for a self-assessment.

compliance 52

compliance Technical Review Systems Review Development Team Review 52

User Pilot

AUGUST 6, 2023

TL;DR Creating an omnichannel experience comes down to ensuring consistency and integration across all channels that customers use to engage with your business. Customer choice: Multichannel: Customers can choose their preferred channel for engagement but may need to start over when switching between channels. Build loyalty.

Investment 97

Investment Banking Social Media Customer Lifetime Value 97

User Pilot

MARCH 30, 2025

Invest in paid advertising to attract new users Although SEO is still very profitable, it takes a lot of time to build domain authority. Launch a retargeting campaign If youre going to invest in paid ads, retargeting is pretty much a must. Heres what can work for you right now: Engage with your community.

Mobile 66

Mobile Acquisition Software Review Social Media 66

Scytale

AUGUST 13, 2024

That’s why achieving ISO 27001 compliance has become a top priority for organizations serious about safeguarding their information assets. In this guide, we’ll break it all down, exploring the best ISO 27001 compliance software for 2024. Document Control Managing documents effectively is a big part of ISO 27001 compliance.

compliance 52

compliance Software Government Management 52

Scytale

AUGUST 13, 2024

That’s why achieving ISO 27001 compliance has become a top priority for organizations serious about safeguarding their information assets. In this guide, we’ll break it all down, exploring the best ISO 27001 compliance software for 2024. Document Control Managing documents effectively is a big part of ISO 27001 compliance.

compliance 52

compliance Software Government Management 52

User Pilot

JUNE 29, 2024

Security and compliance (consider building if your company handles sensitive data). Cost efficiency in the long run While building your own embedded analytics solution requires an initial investment in development, it can lead to long-term cost savings compared to the recurring licensing fees often associated with third-party solutions.

Technical Support 105

Technical Support compliance Scale User Experience 105

User Pilot

APRIL 2, 2025

Seeing the full picture clarifies which product updates will impact engagement and revenue the most. Userpilots real-time analytics let you track behavior, feature usage, and engagement trends across web and mobile in one place. Instead, you match each experience to the user, which goes a long way toward sustaining user engagement.

Mobile 66

Mobile Underperforming Technical Team Onboarding AWS 66

SaaStr

OCTOBER 15, 2019

Mapistry is a small company and when we decided to make the move up market, we really had to invest a lot of time and a lot of resources into the effort, and if we didn’t do it in a smart way, we would be out a lot of money. Next we put together an engagement design and a cadence to really mobilize the account based approach.

Underperforming Technical Team 222

Underperforming Technical Team Sales Hiring SMB Enterprise 222

Payrix

JULY 24, 2024

With their sights set on elevating the customer experience, deepening user engagement, and driving sustainable growth, there’s one thing software companies are making room for in their roadmap: Embedded Payments. Every launch is supported by a dedicated implementation team invested in you and your Embedded Payments outcomes.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

Payrix

FEBRUARY 4, 2025

An integrated software vendor more commonly known as an ISV is a software company that engages in a partnership with a payments provider in order to integrate payment processing capabilities into their platform. Learn more about PCI compliance management. Listen now Podcast What is PCI attestation of compliance (AoC)?

Payments 100

Payments Payment Services Merchant Services Payment Solutions 100

Payrix

DECEMBER 10, 2024

A payments solution built into the back end of the platform experience has proven to be a significant driver of better user engagement, growth potential, and competitive advantage for software companies interested in becoming a must-have business management solution for their user base. compliance to let this be your reminder to do so.

Payment Services 100

Payment Services Merchant Services Payments Payment Solutions 100

Blulogix

DECEMBER 31, 2024

Regulatory Compliance: Transparent and fair billing practices are becoming a regulatory requirement in many industries. These trends underscore the importance of investing in technologies that enable flexibility, precision, and scalability.

Payment Features 52

Payment Features Scaling AI Search Subscription 52

SaaStr

JUNE 13, 2019

We invest from the very earliest stages to the latest stages of software and consumer companies and we’re based in California. This was one of the results where we’ve invested in SMB companies like Expensify, that have phenomenal net dollar retention growth rate, net dollar retention numbers. This surprised me. Why is this?

Scale 254

Scale Sales Hiring SMB Payment Services 254