SaaStr

SEPTEMBER 11, 2024

It required Lucid to change its product, process, and overall user and administration systems to be able to scale with the customer. It also required them to: Negotiate their first Enterprise customer contract Undergo deep security reviews Once you land your first Enterprise customer, it might be time to build that first sales team.

Scale 307

Scale Scaling Sales Hiring compliance 307

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

Stax

APRIL 3, 2025

Types of payment systems include hosted gateways, self-hosted gateways, and API-based payment systems. Here are the players and how they work together: Payment gateway – The customer-facing application connecting the eCommerce store to the payment processing system.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

Intercom, Inc.

OCTOBER 19, 2022

We protect it throughout its lifecycle with robust security practices, tailored role-specific staff training, and rigorous compliance with regulations. We handle the security of your data so that you can focus on acquiring, engaging, and retaining your customers. We leave no stone unturned when it comes to data privacy.

compliance 138

compliance Data Software Review Scale 138

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

Neil Patel

JANUARY 7, 2021

What happens when people aren’t engaged in their education? Having the right learning management system (LMS) software in place makes this task much more manageable for everyone involved. The right one, however, will let everyone focus on their work instead of fighting with a frustrating system. Very little, unfortunately.

Systems Review 138

Systems Review Management Scale Education 138

BetterCloud

DECEMBER 16, 2024

Without engaging IT, they sign up, agree to the apps lengthy list of terms and conditions and away they go. All too often, with no SaaS system of record, those licenses linger unused with only an invoice to pay while a new employee steps in and probably buys yet another new license. And when those employees leave?

Artificial Intelligence 52

Artificial Intelligence compliance Systems Review Technical Review 52

Scytale

NOVEMBER 4, 2024

SOC 3 consists of 5 controls or Trust Service Principles (TSP) : Security – The systems and information are protected against any damage, unauthorized access, and unauthorized disclosure of information. Availability – The systems and data are available for use. Integrity – The data is processed completely and accurately.

compliance 52

compliance Underperforming Technical Team Scale Technical Review 52

User Pilot

MARCH 9, 2025

According to Harvard Business Review, 80% of new products fail, primarily because companies fail to conduct proper customer research. 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.

SaaS 83

SaaS Social Media Interviewing Scale 83

Valuize Consulting

DECEMBER 17, 2024

This article explores why a lifecycle design-driven approach is more effective, how to define ratios based on required customer engagement activities, and the roles that segmentation and automation play in optimizing these ratios. Adoption Activities Needed : Data migration and integration with existing systems.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

Scytale

SEPTEMBER 16, 2024

With cyberattacks becoming smarter and more frequent, and everything from system glitches to natural disasters throwing wrenches in the works, DORA steps in to help organizations stay resilient when things go sideways. Standardize compliance : No more guessing games across EU countries. By testing your systems, of course!

compliance 59

compliance Technical Review Systems Review Development Team Review 59

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

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. Because you’ll lose another, and/or not close enough key prospect, due to that gap.

CTO Hire 325

CTO Hire Sales Hiring New CTO CTO 325

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. It might be appealing to select a billing software quickly, without prior research, with the mind to migrate to a new system if it doesn’t work out. This may cause undue anxiety.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

FastSpring

JUNE 21, 2024

Per Kyodo News , “The law will prohibit the providers of Apple’s iOS and Google’s Android smartphone operating systems, app stores and payment platforms from preventing the sale of apps and services that directly compete with the native platforms’ own.” which have grown to wield significant influence over digital services around the world.”

Merchant Services 158

Merchant Services Marketplace as a Service Payments Payment Solutions 158

Scytale

MAY 28, 2024

‘Vendor Risk Management’ is more than just a buzzword in the information security and compliance landscape. But as with all things, doing it right requires some time, the right tools and compliance experts by your side. But what does this mean in terms of compliance? That’s us, by the way! GDPR , HIPAA ).

Systems Review 69

Systems Review Management Cybersecurity compliance 69

Scytale

SEPTEMBER 16, 2024

With cyberattacks becoming smarter and more frequent, and everything from system glitches to natural disasters throwing wrenches in the works, DORA steps in to help organizations stay resilient when things go sideways. Standardize compliance : No more guessing games across EU countries. By testing your systems, of course!

compliance 52

compliance Technical Review Systems Review Development Team Review 52

User Pilot

JUNE 19, 2023

What factors should you consider when choosing a SaaS learning management system to support your customers and employees? TL;DR A SaaS learning management system (LMS) is a cloud-based solution for delivering educational experiences. They should also support mobile learning and integrate with other organizational systems, like HR.

Systems Review 98

Systems Review Management SaaS Education 98

Neil Patel

DECEMBER 13, 2020

DocSend – Best for sales engagement FileCenter DMS – Best for going paperless PandaDoc – Best for closing more deals Rubex by eFileCabinet – Best for automating daily tasks MasterControl – Best for enterprise compliance. Document Engagement Metrics. Document Imaging Systems.

Payment Solutions 145

Payment Solutions Payment Services Software Review Software 145

Stax

JANUARY 8, 2024

Not only must PayFacs safeguard themselves and their clients against potential threats like fraud or cybersecurity breaches but also ensure PCI compliance , customer due diligence, and adherence to card regulations. The potential impact of failed or inadequate internal systems, processes, procedures, etc.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

Neil Patel

SEPTEMBER 15, 2020

From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. This type of HR software primarily focuses on how individuals are managed within a company in terms of systems and HR policies. HRMS stands for “human resource management system.”. HCM Software. HRMS Software.

Software Review 129

Software Review Software Systems Review compliance 129

User Pilot

MARCH 30, 2025

Ask users to leave reviews on the app store to add social proof to your app. Asking current users to review your app to increase trust and encourage the algorithm to display your app to more users. comparison posts, product lists, reviews, etc.) Heres what can work for you right now: Engage with your community.

Mobile 66

Mobile Acquisition Software Review Social Media 66

Sales Hacker

APRIL 10, 2023

And I see those same teams wrongly claiming, in deal reviews, that these are the things that killed their deals: Product functionality gaps The winning vendor’s solution included critical functionality that we don’t have. In your deal reviews, ask the following questions: 1. Discovery Review the discovery documentation.

Technical Review 113

Technical Review Development Team Review Underperforming Technical Team Systems Review 113

Intercom, Inc.

DECEMBER 2, 2021

Previously hosted by Jamie Osler , a Senior Product Engineer at Intercom for over seven years, it’s now up to Principal Systems Engineer Brian Scanlan to pick up the baton and keep the chats going. The core of algorithms and systems is data models. We have our own Rails app, and we have this external Zuora system.

Engineering 178

Engineering Technical Review Underperforming Technical Team Systems Review 178

Valuize Consulting

APRIL 4, 2025

Time data highlights inefficiencies and bottlenecksempowering you to: Automate routine tasks Streamline processes Reallocate time toward strategic, value-driving work Predicting Customer Health and Preventing Churn: Fluctuations in time spent with a customer often signal changes in engagement.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

Scytale

APRIL 9, 2024

What is SOC 2 Compliance? SOC 2 (Service Organization Controls 2) is a set of compliance requirements geared toward technology-based companies that use cloud-based storage of customer data. This report outlines the current of your information security system and the relevant controls in place.

Technical Review 98

Technical Review Systems Review compliance Software Review 98

Neil Patel

DECEMBER 5, 2020

Phoneburner – Best for Remote Teams VanillaSoft – Best for Outbound Sales Voicent Cloud – Best Standalone Auto Dialer Software Mojo – Best for SMB Sales RingCentral – Best for Compliance Kixie – Best for Local Presence. Compliance. Be conscious of compliance, but don’t stress too much.

Software Review 143

Software Review Software Scale compliance 143

User Pilot

APRIL 30, 2024

Like any onboarding tool, it sets the tone for user engagement , adoption, and overall productivity. In this article, we provide an in-depth review of the tool, before introducing a superior, more versatile alternative that enables you to create more intuitive user experiences. But this tool isn’t without its drawbacks.

Software Review 102

Software Review Systems Review Technical Review Onboarding 102

BetterCloud

MARCH 24, 2025

Contract negotiation and vendor management: Carefully review the contract terms, including pricing, service level agreements (SLAs), and data security provisions. Integration with existing systems: Seamless integration with existing systems, such as CRM, ERP, or HR platforms, is crucial for maximizing efficiency.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

Intercom, Inc.

JULY 16, 2022

Whenever a company collects data on a customer – whether it’s in a point of sale (POS) or customer relationship management (CRM) system, a website or social media interaction, an email or customer service communication, or any other channel – all that information can be aggregated and stored in a customer data platform (CDP). .

Data 118

Data Point of Sale Technical Review Social Media 118

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 100

Payment Services Merchant Services Payment Solutions Payment Methods 100

FastSpring

DECEMBER 7, 2022

In this guide, we present eight alternatives to Chargebee that help relieve some of these burdens for users, starting with an in-depth review of our solution, FastSpring. However, you’ll still be responsible for paying taxes, processing chargebacks, and for things like legal compliance, dunning, and more. Zoho Subscriptions.

Payment Methods 148

Payment Methods Merchant Services Payment Services Payments 148

Scytale

JUNE 25, 2024

The SOC 2 Bible Everything you need to know about SOC 2 compliance. Security controls have become increasingly important for B2B SaaS companies, and if SOC 2 is part of your security compliance, implementing the necessary SOC 2 controls that apply to your organization is the essence of the SOC 2 compliance framework.

Outsourcing Services 98

Outsourcing Services Startup Technical Advisors Technical Review 98

Neil Patel

OCTOBER 2, 2020

For example, there is live chat software for lead qualification, live chat software for customer engagement, and live chat software for customer support. If you’ve got customers reaching out to your brand on different channels, you want to make sure that the software seamlessly integrates with those third-party systems.

Software Review 141

Software Review Software Scale Systems Review 141

User Pilot

JANUARY 20, 2024

Looking for an effective user engagement analysis tool and wondering if HelpHero is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether HelpHero is the ideal choice for your user engagement analysis needs. Let’s get started!

Software Review 52

Software Review Technical Review Engagement Systems Review 52

Mucker Capital

APRIL 6, 2024

Early Financial Support Startups should engage financial and accounting services as soon as they begin transactions, even before receiving funding. This includes setting up initial accounting practices and systems, HR, payroll, banking, financial controls, and tax compliance.

Payment Services 52

Payment Services Systems Review Development Team Review Technical Review 52

User Pilot

MARCH 11, 2024

Looking for an effective user engagement analysis tool and wondering if Mixpanel is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Mixpanel is the ideal choice for your user engagement analysis needs. Let’s get started! Try Userpilot!

Software Review 52

Software Review Technical Review Engagement Systems Review 52