User Pilot

AUGUST 22, 2024

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

User Pilot

SEPTEMBER 2, 2024

Userpilot’s SaaS Product Metrics Benchmark Report has found that compared to other industries, healthcare SaaS companies perform lower across most of the 6 metrics we studied. You will also learn how healthcare companies can improve their product metrics. The onboarding checklist completion rate was one of the highest (20.5%).

Healthcare 105

Healthcare Benchmarks Metrics Onboarding 105

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. Use analytics to identify and improve areas of friction in the onboarding process. Let’s dive right in!

Banking 105

Banking Onboarding compliance Scale 105

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

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. Make the onboarding journey enjoyable by providing clear instructions and guidance.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 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. During the IPO process, they had to look at things related to audit and compliance. Determine the skills you want and how you’ll discover them in an interview.

Scale 296

Scale Sales Hiring Scaling Startup 296

User Pilot

MAY 16, 2023

What are value metrics? We also examine a few examples of how companies use value metrics in their pricing strategy. TL;DR Value metrics are the features of a product that customers associate with its value and are happy to pay for. To identify your value metrics look at your product use cases. Why do they matter?

Metrics 98

Metrics Customer Lifetime Value SaaS Pricing 98

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

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

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

User Pilot

MARCH 30, 2025

To ensure long-term growth, you need to track key metrics that reveal whats working and whats not. This metric tells you how many people who saw your app listing or ad downloaded the app. Onboarding flows such as different welcome screens or sign-up processes. Launching user acquisition campaigns is just the beginning.

Mobile 66

Mobile Acquisition Software Review Social Media 66

BetterCloud

MARCH 24, 2025

Stage 2: Procurement and onboarding Once you’ve chosen a SaaS solution, the focus shifts to securing it and integrating it into your environment. User management: The employee onboarding and offboarding process occurs throughout the year depending on your organizations hiring tendencies.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

Valuize Consulting

DECEMBER 17, 2024

The Shortcomings of Revenue-Based Ratios Sizing CSM-to-account ratios based on revenue metrics is an exclusively inward-looking perspective. Here is an example: Account Profile 1: Early Adoption Industry Vertical : Financial Services, requiring stringent compliance with their data and security policies.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

Payrix

JULY 17, 2024

It offers opportunities to remove any points of friction, maintain brand continuity, and design and deliver an ideal overall user experience at every stage — from onboarding to ongoing customer support. An ideal partner will support this process, ensure you’re staying on track to meet your goals, and help you recalibrate when necessary.

Merchant Services 130

Merchant Services Payment Services Payments Payment Solutions 130

User Pilot

JULY 14, 2024

That’s one of the questions about user activation rates that we explore in our Product Metrics Benchmark Report 2024. Companies analyzed in the Product Metrics Benchmark Report by industry. Activation has an impact on other product metrics , including revenue. Userpilot’s SaaS Product Metrics Benchmark Report 2024.

Benchmarks 105

Benchmarks Scale Onboarding Metrics 105

ChurnZero

MARCH 24, 2025

Built to support a linear sales process, a CRM doesnt support a dynamic customer journey in which onboarding, product adoption, and the renewal process fluctuate. Missing major customer milestones without clear onboarding, renewal, and status processes. 4: You’re more reactive than proactive on risks and opportunities.

Technology 52

Technology Customer Success Scale ChatGPT 52

User Pilot

JULY 14, 2024

That’s the average core feature activation rate across the companies we studied for our Product Metrics Benchmark Report 2024. Companies by industry analyzed in our Product Metrics Benchmark Report 2024. To increase feature adoption , use onboarding checklists and interactive walkthroughs. respectively). vs. 24.3%).

Benchmarks 105

Benchmarks Artificial Intelligence Underperforming Technical Team Onboarding 105

Chart Mogul

JANUARY 9, 2025

Larger ticket values may require navigating complex procurement processes to include security and compliance checks, therefore prolonging the SaaS sales cycle. Metrics and KPIs Set clear goals like conversion rates, time-to-close, and average deal size to measure success and identify areas to improve.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

Stax

MARCH 18, 2025

SaaS Growth and Operational Metrics To Track One of the best ways to ensure that your SaaS operations are on the right track toward high growth is by tracking key metrics. Consider the following SaaS metrics important for performance monitoring to ensure your company is operationally strong. Churn rate.

Scale 117

Scale Payment Services Payments SaaS Payments 117

CloudGeometry

MARCH 22, 2022

SaaS business metrics are not hard to find ; we won’t analyze them in-depth here. As it turns out, SaaS operational platform metrics are also abundant. However, it is still too often the case that business metrics and operations metrics live in parallel universes.

DevOps as a Service 130

DevOps as a Service Software Delivery Well Architected Framework AWS 130

User Pilot

MARCH 21, 2023

Application metrics are quantifiable measures of product performance. Application analytics uses metrics to make conclusions. Application analytics vs application metrics Application metrics are quantifiable measures that you can use to track and evaluate the performance of your product.

Management 98

Management Technical Review Outsourced Development Mobile 98

FastSpring

JANUARY 17, 2023

Gather metrics and view reports on monthly recurring revenue. Legal compliance. Plus, FastSpring takes on the liability of transactions, which means we manage chargebacks, fraud prevention, gathering and remitting consumption tax, and legal compliance. Automatically Gather Key Metrics and View Detailed Reports.

Payments 116

Payments Payment Features Payment Methods Payment Services 116

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

FEBRUARY 12, 2025

If your product isnt forming actual habits, your stickiness metric might be a vanity number rather than a sign of success. Frequent usage metrics can be deceptive if taken at face value. However, product stickiness isnt just a metric it reflects real user behavior. Stickiness is not a universal success metric.

Customer Lifetime Value 52

Customer Lifetime Value Engagement Retention Social Media 52

FastSpring

JANUARY 27, 2022

This score then determines how we’ll manage the relationship through onboarding and customer success, including whether they need further education on the benefits of marketing attribution or more advanced advice on how else our product can bring operational and strategic improvements across their business.”. How do we know this?

Merchant Services 146

Merchant Services Payment Services SaaS Payments Payment Solutions 146

FastSpring

JANUARY 10, 2023

This means we take the lead on legal compliance, collecting and remitting consumption tax, chargebacks, and more. To handle this, most companies need an entire department dedicated to legal compliance. With nearly 20 years of experience, we know the best metrics to track to optimize and grow your business.

Payment Solutions 146

Payment Solutions Payment Features Payment Methods Software Review 146

ChurnZero

DECEMBER 19, 2024

2024 Onboarding Hero: Ollie, a Next Glass company Ollie used ChurnZero journeys and plays to enhance their onboarding process for time-pressed customers. The Ollie team reimagined the process, using ChurnZero to structure and systemize their onboarding and keep customers on track. Here’s who they are, and how they did it.

Customer Success 52

Customer Success Scale Underperforming Technical Team Innovation 52

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

Stax

JUNE 20, 2024

To ensure that an ISV partner program is right for you, consider their program structure and offerings, integration capabilities, support and resources, security and compliance, and costs and financial incentives. Confirm adherence to industry standards and regulations, such as GDPR or HIPAA , ensuring compliance with legal requirements.

SaaS Payments 88

SaaS Payments Payment Services Payments Stax 88

SaaStr

NOVEMBER 7, 2019

It would take days or weeks to even get approved, but you also had to go through all these hoops of PCI compliance. Romain Huet : For Stripe, we had normally this idea of, this has to be much simpler, you can sign up in minutes, but you can also start accepting payments without going through all these craziness of PCI compliance processes.

Payments 174

Payments Merchant Services Payment Solutions Payment Services 174

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. Userpilot could be a better alternative to Pendo due to its advanced user onboarding , product adoption , product analytics , and user feedback capabilities. Source: Pendo. Flexible dashboards. Multi-platform analytics.

Software Review 105

Software Review Engagement Technical Review AI 105

User Pilot

SEPTEMBER 2, 2024

Microsoft Clarity vs Hotjar: User behavior analytics Hotjar and Microsoft Clarity are powerful analytics tools with metric widgets that provide an overview of your website performance. They also let you view Javascript errors, rage clicks, and quantitative metrics like pages per session. Userpilot’s cohort tables.

Engagement 105

Engagement User Experience Pricing Data 105

Andreessen Horowitz

APRIL 29, 2024

Credit Agreement and Funding Mechanics The credit agreement, that lengthy document dedicated to formalizing your credit arrangement with the lender, outlines many of the key terms and ratios necessary for compliance. It ensures the consistency of large document volumes and legal compliance with local jurisdictions for asset movements.

Payment Services 93

Payment Services Payment Solutions Development Team Review Outsourcing Services 93

User Pilot

NOVEMBER 14, 2023

To effectively execute an omnichannel analytics strategy, first define your objectives and metrics to measure progress. For example, your goal may be to increase customer satisfaction and your metrics – CSAT and NPS. For example, refine your onboarding flow to remove friction and reduce the time to activation.

SaaS 105

SaaS Social Media Data Onboarding 105

User Pilot

AUGUST 5, 2023

The six key metrics to measure are conversion rate, activation rate, product adoption rate, retention rate, average revenue, and customer lifetime value. It involves tracking events and metrics and using the insights to make data-driven business decisions. Then, you should select your key metrics and time frame.

Data 98

Data Customer Lifetime Value Underperforming Technical Team Data Analysis 98

User Pilot

DECEMBER 15, 2023

Looking for a good onboarding checklists tool and wondering which one of Pendo, Appcues, and UserGuiding is the best option for your SaaS company? There are plenty of tools for onboarding checklists on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in! ’ moment faster.

Onboarding 52

Onboarding Software Review Technical Review Underperforming Technical Team 52

User Pilot

JANUARY 18, 2024

Looking for an effective onboarding automation tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your onboarding automation needs. Looking for a Better Alternative for Onboarding Automation?

Software Review 52

Software Review Onboarding Systems Review Technical Review 52