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. Once you do, invest and go hard after this market and grow the sales team to serve that upmarket customer. #3: Make sure you can make that investment from a product perspective. Look at your team.

Sales Hiring 305

Sales Hiring Scale SMB compliance 305

SaaStr

MARCH 19, 2021

We created a product that was simple to use for entrepreneurs who were juggling a thousand different priorities and didn’t have (and didn’t want) an expertise in regulation, compliance or sales tax. Going upmarket has shifted how we do business — from how we approach sales to onboarding and retention.

Scale 290

Scale Business Finance compliance 290

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. The quicker you can be smart and make early investments that pay off, the better off you’ll be. Braze invested in this, and the leadership team agreed to do so.

Scale 296

Scale Sales Hiring Scaling Startup 296

SaaStr

AUGUST 9, 2021

Instead, he suggests building a sales enablement team with onboarding, playbooks, boot camps and continuing education, especially as the product evolves. Enterprise clients expect a high level of security, compliance and legal protections as a given, so you should have things in place, like GDPR and certifications like SOC-2, PCI, etc.

Scale 299

Scale Sales Hiring Enterprise Sales 299

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

SaaStr

JANUARY 30, 2023

Overcoming challenges by optimizing for success In the early stages of setting up your SaaS business, it’s always a good idea to invest time thinking about the direction you want to take. This insight led Deel to focus on solving payments and compliance. And on to almost $300m ARR today! Listen to your team.

Sales Hiring 278

Sales Hiring Payment Services SaaS Payments Scale 278

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

Andreessen Horowitz

SEPTEMBER 16, 2022

As we write in our piece It’s All About The Money (Movement), moving money internationally is an opaque, fee-intensive process that requires two things: actually “moving” the money and leveraging onboarding and compliance workflow software.

Investment 87

Investment compliance Onboarding Software 87

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. Book a d e mo.

Management 52

Management SaaS compliance Benchmarks 52

SaaStr

FEBRUARY 21, 2024

Pick your strategies, invest in them, and start tiering. They go through their onboarding programs and know the policies. So, if a sales rep is in a sticky situation, they can pull in a compliance expert from the team, and that team is accessible to customers in live chat. It won’t work. So, what about training?

AWS 285

AWS Scale Sales Hiring Marketing 285

Stax

SEPTEMBER 17, 2024

TL;DR PCI compliance is essential because it helps prevent data breaches, ultimately cultivating customer trust. What is PCI Compliance? Why Is PCI Compliance So Important? PCI compliance is essential because it helps prevent data breaches, ultimately cultivating customer trust. That’s where Stax comes in.

Payment Services 88

Payment Services Merchant Services Payment Methods compliance 88

SaaStr

JANUARY 12, 2022

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. Customers don’t want to leave after investing so much time in you, no matter how much they gripe. “Have better Onboarding.”

CTO Hire 328

CTO Hire Sales Hiring New CTO CTO 328

User Pilot

MARCH 9, 2025

E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Suppose you learn that your new users’ primary job-to-be-done is “quickly onboarding.” But the tool’s complicated features make it harder to learn, resulting in slower onboarding.

SaaS 83

SaaS Social Media Interviewing Scale 83

Blulogix

JANUARY 6, 2025

Regulatory Changes: Data privacy laws and consumer protection regulations are becoming stricter, requiring businesses to invest in compliance-driven tools and practices. Businesses must invest in billing software that supports real-time tracking, metering, and flexible invoicing.

Payment Features 52

Payment Features Subscription AI Search compliance 52

Subscription Flow

OCTOBER 16, 2024

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. If you sign up with a billing software that cannot auto-generate reports for you, or ensure compliance, you would have to consider migration.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

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. We eliminate the guesswork and confusion that’s often associated with traditional onboarding processes that take a self-serve documentation-driven approach.

Merchant Services 147

Merchant Services Payments Payment Solutions Payment Services 147

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

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

User Pilot

APRIL 2, 2025

Common use cases for mobile analytics include optimizing onboarding flows to reduce drop-off rates, identifying underperforming features that need improvement, personalizing the user experience based on behavior patterns, and making data-driven decisions for your product roadmap. Konstantin L., Mid-Market (51-1000 emp.)

Mobile 66

Mobile Underperforming Technical Team Onboarding AWS 66

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. Onboarding flows such as different welcome screens or sign-up processes.

Mobile 66

Mobile Acquisition Software Review Social Media 66

Subscription Flow

DECEMBER 12, 2024

One such insight is the businesss best performing strategies, or promotion channels which drive the most ROI (return on investment). Personalized offers and discounts can then be extended to these customers to get them onboard. Navigating the world of compliance can be very demanding. Penalties do more than financial harm.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

Intercom, Inc.

FEBRUARY 22, 2022

We do that by: Investing in your trust through compliance with industry security and privacy ISO standards or frameworks such as SOC 2. Investing significantly in safeguarding our customers’ trust. The team’s remit covers: security and abuse; governance risk and compliance; and IT. Shipping quickly and securely.

Data 118

Data CTO Hire Technical Review Scale 118

Intercom, Inc.

AUGUST 30, 2022

And more importantly – which ones are really going to deliver a return on investment for your precious (and limited) budget? Can we easily onboard new employees or teams as our numbers grow? How much training will this tool require for onboarding and maintenance? Look for tools that can scale with you. Questions to ask.

Scale 163

Scale Payment Services Startup AWS 163

User Pilot

AUGUST 6, 2023

Data security or compliance risks. Using customer relationship management (CRM) software to centralize your customer data is a worthwhile investment since it will prevent the formation of data silos and streamline the process of ensuring everyone has access to the information they need. Inconsistent data reporting.

Investment 97

Investment Banking Social Media Customer Lifetime Value 97

FastSpring

JANUARY 5, 2021

Global Compliance. Before you invest in a billing program, take it on a test drive. Also, consider the onboarding process. Compliance. Specifically, you need to find a platform that manages compliance for: GDPR. Simplicity. Usability. Functionality. Revenue Recovery. Reporting. Customization. Fraud Protection.

Payment Methods 124

Payment Methods Payment Solutions Payment Services Payments 124

ChurnZero

MARCH 24, 2025

Every trend points to customer success becoming the growth engine of businesses, and since customer success typically owns NRR (net revenue retention) , tracking how the teams investments impact performance is also part of that need. Missing major customer milestones without clear onboarding, renewal, and status processes.

Technology 52

Technology Customer Success Scale ChatGPT 52

Payrix

JULY 24, 2024

Whether you decide to move ahead with plug-and-play products or solutions that require a full API integration , to get the most value from your investment, your implementation should be transparent, tailored, and flexible. 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

Stax

AUGUST 22, 2024

PayFacs handle risk assessment, underwriting, settling of funds, compliance, and chargebacks which exposes them to greater potential risks. Major risk factors for PayFacs include fraudulent transactions, merchant credit risk, regulatory compliance, and operational risks. The due diligence doesn’t stop at onboarding.

Merchant Services 88

Merchant Services Payment Services Payfac SaaS Payments 88

Sales Hacker

JANUARY 8, 2021

Make Investments Across the Board, and Make a Plan for the Resources You Have. Global expansion requires strong business partners in all functions, and committed investment across the board. Gain agreement from everyone involved on market status, product, marketing, customer success investments, success metrics, and timeline.

Sales Hiring 117

Sales Hiring Sales Recruiting Sales Technical Review 117

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. They know environmental compliance better than anyone we’ve ever heard.” Lauren A.:

Underperforming Technical Team 222

Underperforming Technical Team Sales Hiring SMB Enterprise 222

Frontegg

JULY 22, 2021

This allows users to onboard alone and get started without any manual intervention. This is typically done by implementing “ Freemium ” versions that elevate onboarding and adoption metrics. 2 – Onboarding – Gone are the days when application users sent emails to support teams or waited on the phone for minutes.

Technical Review 97

Technical Review Payment Features Scale SaaS 97

User Pilot

SEPTEMBER 4, 2024

Effective process design leads to higher efficiency, better consistency , improved product quality, better ROI , and enhanced compliance. Customer onboarding procedures. Compliance : Established processes make it easier to follow regulations and rules, like data protection laws. Marketing content creation and distribution.

Business 105

Business Scale Customer Support compliance 105

User Pilot

JULY 14, 2024

To increase user activation rates at your SaaS, identify your customer needs and create personalized onboarding experiences that lead users to value as quickly as possible. Ensuring compliance often requires more complex implementation and onboarding , resulting in lower activation. Want to learn how to do it with Userpilot?

Benchmarks 105

Benchmarks Scale Onboarding Metrics 105

User Pilot

MARCH 12, 2024

A good management solution reduces the workload on the IT and HR teams while promoting data security and ensuring compliance with relevant data privacy regulations. They provide mechanisms for avoiding data breaches and maintain audit trails for compliance checks. It also enables companies to track and manage SaaS subscriptions.

Management 105

Management Azure SaaS Systems Review 105

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. They must also ensure that sub-merchants are compliant with the regulations set by card companies, e.g. PCI compliance.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

Sales Hacker

OCTOBER 10, 2022

But the most vital thing to remember is that training isn’t just for onboarding. Training isn’t just for onboarding. Learning beyond onboarding. 94% of workers say they’d stay at a company longer if their employers invested in their careers. Learning shouldn’t stop at onboarding.

Sales 120

Sales Sales Enablement Onboarding Retention 120

Sales Hacker

DECEMBER 12, 2018

Sales training is ideally suited for onboarding new hires and getting them up to speed, but sales training alone can’t help to move the revenue dial. Sales enablement is not – or more accurately, is not only – about training and onboarding. reps need to understand the local rules and regulations. What sales enablement isn’t.

Sales Enablement 99

Sales Enablement Sales Hiring Sales Onboarding 99