SaaStr

SEPTEMBER 11, 2024

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. Those characteristics determine how the customer purchases, adopts and engages with your account team to derive value from the software.

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

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

Intercom, Inc.

OCTOBER 19, 2022

As businesses grow and scale, they need to continue to earn and build on that trust in every way they can – but with rapidly expanding tech stacks, it’s not just their own company policies they need to monitor, it’s those of every company they partner with. When expiry isn’t available, tool owners review and baseline access quarterly.

compliance 138

compliance Data Software Review Scale 138

Stax

APRIL 3, 2025

Payment processor – Handles the technical aspects of the payment. 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.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

SaaStr

AUGUST 8, 2023

Instead, due to a decade-long exodus from Wall Street, the strategic CFO has burst onto the tech scene. I think what we’re seeing in all of our portfolio companies and tech at large is that finance is increasingly seen as strategic, and they now have a seat at the table when it comes to making major decisions at the company.”

Scale 239

Scale Finance Outsourcing Services Sales Recruiting 239

Payrix

APRIL 25, 2025

Know Your Customer (KYC) sometimes also known as Know Your Client is a set of standards and protocols used by financial institutions and other businesses to verify the identity of their customers before engaging in account setups or transactions. Customer Due Diligence (CDD): This is an examination of a customers financial background.

Payment Services 100

Payment Services Merchant Services Payments Software Review 100

FastSpring

JANUARY 31, 2023

payment processing, gathering and remitting taxes, and subscription management) and what additional software you’ll need to add to your tech stack. Finally, we share several customer reviews and case studies for each solution. We collect and remit sales tax and VAT on your behalf, and take the lead on regulatory compliance and audits.

Payment Services 147

Payment Services Payment Methods Merchant Services Software Review 147

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. Providing training to a diverse set of business and technical users.

Technical Review 52

Technical Review Systems Review Headcount Scale 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

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

Neil Patel

OCTOBER 26, 2020

To create a unique value proposition, you should review your company’s benefits, costs, and value. Create an Engaging Website Headline. Tips on Creating an Engaging Value Proposition. To create an engaging value statement, you can ask yourself questions like: What product/service is your company selling? Dating Website.

Engagement 142

Engagement Artificial Intelligence Software Review Market Research 142

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

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. Enter DORA. DORA makes sure everyone’s on the same page, regardless of location.

compliance 59

compliance Technical Review Systems Review Development Team Review 59

User Pilot

JULY 21, 2024

In this article, we’ll break down Userpilot’s pricing plans and review all the features you can find when you choose your specific pricing plan. It’s perfect for small companies and startups who need basic engagement and analytics features. User engagement. User Engagement. Product analytics. User feedback.

Technical Review 104

Technical Review Pricing Software Review Enterprise 104

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

FastSpring

JUNE 21, 2024

Kyodo News also reports that both Apple and Google released statements about their continued engagement with Japanese regulators. and Google LLC ,” and that this regulation shows the Japanese government’s desire to align with the EU in enacting more regulations “of Big Tech firms such as Apple, Google and Amazon.com Inc.,

Merchant Services 158

Merchant Services Marketplace as a Service Payments Payment Solutions 158

Intercom, Inc.

DECEMBER 2, 2021

When tackling a technical design for a system, make sure you always understand the data models first. The team is responsible for our entire marketing / engage / outbound / surface area, and they own being successful within that. ” versus when you’re figuring out, “Hey, how should I tech design this?”

Engineering 178

Engineering Technical Review Underperforming Technical Team Systems Review 178

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

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. Firebase – best platform for technical teams. Whatfix – best for creating in-app messages for employee engagement. Contextual triggers.

Engagement 105

Engagement AI Search Software Review AI 105

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. Enter DORA. DORA makes sure everyone’s on the same page, regardless of location.

compliance 52

compliance Technical Review Systems Review Development Team Review 52

User Pilot

FEBRUARY 28, 2024

Pendo Engage is an in-app guidance and feedback collection tool to help you track key metrics or usage data. This guide will go over the benefits of using Pendo Engage, what it's most commonly used for, how much it costs, and the reasons why you might need an alternative! What is Pendo Engage? Source: Pendo.

Software Review 105

Software Review Engagement Technical Review AI 105

BetterCloud

MARCH 24, 2025

Contract negotiation and vendor management: Carefully review the contract terms, including pricing, service level agreements (SLAs), and data security provisions. This helps eliminate unnecessary costs and streamline your technology stack. Review performance data to determine if the application continues to meet your needs.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

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

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. However, several complex types of risks come along with this. Let’s get started.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

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. All administrative, technical, and logical controls are validated for adequacy. SOC 2 is both an audit procedure and criteria.

Technical Review 98

Technical Review Systems Review compliance Software Review 98

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. It’s also an optimal path for launching quickly, if speed-to-market and technology concerns are a priority.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

Neil Patel

SEPTEMBER 15, 2020

From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. Without the right technology, it’s a hassle for everyone involved. 1 – Namely Review — Best HR Software For Employee Self-Service. 2 – APS Review — The Best HR Software For Payroll.

Software Review 129

Software Review Software Systems Review compliance 129

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

Intercom, Inc.

JULY 16, 2022

CDP software is among the most valuable digital tools available due to its capacity to integrate with a wide variety of external sources and piece together data across a large number of touchpoints. Customer data platforms are important because first-party data is important, and that’s precisely what this technology collects. .

Data 118

Data Point of Sale Technical Review Social Media 118

Payrix

SEPTEMBER 10, 2024

These can include the need to properly address the more technical and compliance-related topics associated with payments and financial services. For existing customers, the focus is on leveraging regular communication channels, such as product webinars and business reviews, to introduce new functionalities to your base.

Payments 100

Payments Payment Solutions Payment Services SaaS Payments 100

ChurnZero

JANUARY 13, 2022

This is in part due to a rise in the standing of the Chief Customer Officer role. Adi began her career in tech as a programmer at Amdocs, where she rapidly grew into managerial roles implementing client-specific solutions, where she later shifted into client success roles. Adi also led WalkMe’s EMEA customer success team.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

Scytale

AUGUST 12, 2024

Ready to tackle POPIA compliance? ” Whether you’re a seasoned pro or just dipping your toes into the compliance waters, it’s key to get your head around the ins and outs of POPIA. .” No need to get fancy—just straightforward tips and advice to help you nail POPIA compliance.

compliance 52

compliance Technical Review Social Media Retention 52

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

Stax

AUGUST 20, 2024

Some challenges and considerations of embedded finance and fintech involve regulatory and compliance issues, data privacy and security, and stiff competition. It’s provided when and where customers need it, removing the need for having a separate engagement with an insurance company or agent.

Payments 88

Payments Payment Methods Merchant Services Finance 88

User Pilot

MAY 7, 2024

Capturing audiences to engage with your product is one thing — but to keep that same audience engaged is another thing entirely. In-app messaging is the hottest new method of customer engagement , with SMS and email engagement campaigns taking a secondary role. Here are 10 of the best in-app messaging platforms in 2024!

Software Review 104

Software Review Technical Review Software Scale 104

User Pilot

FEBRUARY 21, 2024

Data security and privacy : Addresses increasing data breaches and cybercrimes, emphasizing the importance of robust data governance and compliance. Contracts : Facilitates complex data management and exchange with formal agreements, ensuring data integrity and compliance in large ecosystems.

Trends 102

Trends Artificial Intelligence Data Outsourced Development 102