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. Their month 1 retention rate (34.5%) and NPS (25.6) Time to Value.

Healthcare 105

Healthcare Benchmarks Metrics Onboarding 105

Clouded Judgement

FEBRUARY 7, 2025

Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric. The list goes on. There are so many others. What do all of these have in common?

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

NOVEMBER 17, 2022

Cyvatar is a technology-enabled cyber security as a service (CSaaS) provider disrupting a $150 billion industry by introducing and delivering smarter, measurable managed security subscriptions to help you achieve compliance and security faster and more efficiently.

Banking 264

Banking Payment Features Venture Capital Subscription 264

SaaStr

AUGUST 17, 2024

Customer-facing sales is a critical area of SaaS that drives growth and revenue retention. This rich data enables you to make smarter decisions about which organizations to target, when, and how to strengthen your value proposition and align it to a hard metric like revenue. Supplement your data with anecdotal data.

Scale 316

Scale Sales Hiring Sales Technical Review 316

SaaStr

DECEMBER 3, 2024

Start With The Hard Problems Rather than building basic CRM, Veeva tackled complex regulatory and compliance challenges that kept pharma CIOs up at night. And a deep dive on Veeva’s latest metrics here: 5 Interesting Learnings from Veeva at $2.5 They earned trust by solving the thorny problems others avoided.

SaaS 264

SaaS Leadership Cloud Enterprise 264

User Pilot

OCTOBER 20, 2024

Increases customer retention : It creates a sense of accomplishment and connection to the product, significantly enhancing customer loyalty. Leaderboards And there are leaderboards, which can be used to display employee performance based on specific metrics like completed tasks, training progress, or engagement levels during onboarding.

Onboarding 102

Onboarding Engagement Software Review Retention 102

Tom Tunguz

NOVEMBER 8, 2023

The Semantic Model Becomes a Must-Have: Semantic models unify a single definition across an organization for a particular metric. Meanwhile, regulation and compliance mean the governance burden only increases. Looker did this within the context of a BI system. But organizations need this layer across the stack.

Artificial Intelligence 225

Artificial Intelligence Trends Data Software Review 225

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

User Pilot

MARCH 9, 2025

Create custom analytics dashboards in Userpilot to track relevant metrics and visualize research findings. Ensure legal compliance: Obtain security certifications, like SOC2 Type II, and ensure industry-relevant compliance, such as with GDPR or HIPAA, all of which Userpilot’s security standards provide.

SaaS 83

SaaS Social Media Interviewing Scale 83

SaaStr

JUNE 13, 2019

Our second topic, benchmarks around retention. Logo retention. Logo retention is, starting last year, how many customers did I have, and from that cohort this year, how many have I retained? So, in building your models for your business, you really should be striving for 90% plus logo retention rate. This surprised me.

Scale 254

Scale SMB Sales Hiring Payment Services 254

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. However, it’s also one of the most loosely used metrics, and is frequently misused. Namely, retention!! For “fake” ARR, retention can vary wildly.

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

AUGUST 9, 2024

This was around 2017, and CS became simpler and focused on post-sales, retention, and reduced churn. During the IPO process, they had to look at things related to audit and compliance. They built new processes and brought in new tools to create better alignment into other functional areas. Braze went public in November 2021.

Scale 296

Scale Sales Hiring Scaling Startup 296

ChurnZero

MARCH 31, 2022

Did you catch our Customer Success and SaaS metrics crash-course webinar with leading SaaS expert Dave Kellogg, of Dave Kellogg Consulting ? We’d like to extend a huge thanks to Dave for his expert insights below, which will help you choose and use Customer Success and SaaS metrics in a more nuanced and purposeful way.

Customer Success 98

Customer Success Metrics Technical Review Scale 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

Blulogix

MARCH 12, 2025

Schedule a Demo Today Why Businesses Are Moving to Usage-Based Billing Better Customer Alignment Customers only pay for what they use, improving satisfaction and retention. Manual invoicing is inefficient and error-prone; automation ensures accuracy and compliance with billing standards.

Payment Features 59

Payment Features AI Search B2B AI 59

Valuize Consulting

DECEMBER 17, 2024

Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency. Traditionally, companies have set CSM ratios based on revenue tiers or account sizes, yet these methods are woefully simplistic when considering the complexity of driving customer adoption, retention and expansion in B2B.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

Payrix

JULY 17, 2024

Boost user acquisition and retention Keeping your customers within your own environment to process payments gives you the opportunity to drive deeper engagement and create longer-term value for them. 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

ChurnZero

MARCH 24, 2025

Whether this discrepancy points to budget cuts or misaligned strategies, its critical for a CS team to have the right technology for managing customers and building revenue through retention and expansion. 1: You notice your CRM holding your team back. 3: Your CS teams processes feel inconsistent or repetitive.

Technology 52

Technology Customer Success Scale ChatGPT 52

Totango

DECEMBER 10, 2019

When you make customer retention for B2B business models a priority, you’ll not only save money on acquisition costs; you’ll also unlock the growth potential of your existing customer base. Let’s explore why customer retention for B2B is so important and how you can make it happen. How to Increase Customer Retention for B2B Companies

Retention 65

Retention B2B Enterprise Payment Services 65

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. Product stickiness isnt just about numbers.

Customer Lifetime Value 52

Customer Lifetime Value Engagement Retention Social Media 52

User Pilot

OCTOBER 20, 2024

This is every product manager’s nightmare – an onboarding failure that cripples customer retention. Data security and compliance. Collect user feedback and closely monitor the onboarding flow after the launch to track its performance metrics. Confusion turns to frustration, and your excitement fizzles out.

Onboarding 105

Onboarding Underperforming Technical Team Transportation Scale 105

FastSpring

DECEMBER 9, 2022

Without a MoR, your company will have to keep track of and ensure compliance with all local taxes and regulations in any country or region where you have customers. If something goes wrong with taxes, local compliance, chargebacks, authorization rates, etc., Retention Management. Table of Contents. Specifically: Checkout.

Payment Services 147

Payment Services Merchant Services Payment Methods SaaS Payments 147

Clouded Judgement

NOVEMBER 10, 2023

There are many limiters here - data security and compliance are big ones. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

User Pilot

JUNE 29, 2024

Security and compliance (consider building if your company handles sensitive data). Custom analytics dashboards for tracking your key metrics in one place. Security and compliance Security and compliance are critical factors, especially for industries dealing with sensitive information.

Technical Support 105

Technical Support compliance Scale User Experience 105

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. Check out our Product Metrics Benchmark Report 2024. This is essential for their satisfaction and long-term retention.

Benchmarks 105

Benchmarks Artificial Intelligence Underperforming Technical Team Onboarding 105

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. Moreover, effective onboarding helps companies meet compliance requirements, like Anti-Money Laundering (AML) checks. What are they? User segmentation.

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

Blulogix

MARCH 25, 2024

This post covers the challenges of financial process complexity and outlines strategies for streamlining these critical operations, ensuring accuracy, compliance, and customer satisfaction. As businesses strive to adapt to the evolving landscape of subscription services, the intricacy of financial operations increases.

Payment Services 94

Payment Services Payment Features Subscription Payments 94

User Pilot

AUGUST 23, 2024

A step-by-step digital onboarding process in banking : Select customer onboarding software with engagement features, analytics, automation, integrations , and compliance certifications. This directly impacts customer satisfaction, loyalty, retention , and, consequently, customer lifetime value. Let’s explore two main ones.

Banking 105

Banking Onboarding compliance Scale 105

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. Activation rate.

Scale 117

Scale Payment Services Payments SaaS Payments 117

Valuize Consulting

NOVEMBER 19, 2024

This technology is elevating B2B relationships, enabling companies to build lasting, profitable partnerships with a focus on both retention and expansion. Here’s how it typically unfolds: Data Collection and Integration Start with comprehensive data from CRM systems, usage metrics, client feedback, and support logs.

B2B 52

B2B Machine Learning Artificial Intelligence Outsourced Development 52

User Pilot

JANUARY 11, 2024

Identify key metrics for satisfaction and engagement, and check to ensure you’re hitting your targets. Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. Finally, Mercury requests more data to learn more about the company.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

Full Session

DECEMBER 23, 2024

In this article, we will help you find the best Mouseflow alternative that can help you dig deeper into user behavior, satisfaction, and retention. We protect your users’ privacy through GDPR, CCPA, and PCI compliance. Key features Product analytics: Track user behavior, feature usage, and engagement metrics.

Payment Services 52

Payment Services Payment Solutions Software Review Payments 52

Clouded Judgement

APRIL 4, 2024

” Benchmark Data The data shown below depicts how the Rubrik data compares to the operating metrics of current public SaaS businesses. Rubrik’s net retention is 133% Gross Margin Adjusted CAC Payback (Previous Q S&M) / (Net New ARR x Gross Margin) x 12.

Benchmarks 120

Benchmarks Data Cybersecurity Cloud 120

ProfitWell

FEBRUARY 26, 2020

Customer retention can hold more weight than acquisition. It’s the leading indicator of your business’ health and key metric to determine its ultimate valuation. Retention shows that you are providing a valuable service that keeps your customers coming back. What is retention software? Lower churn.

Payment Solutions 52

Payment Solutions Retention Payments Software Review 52

User Pilot

MARCH 29, 2024

By analyzing user behavior patterns and uncovering valuable insights, behavior analytics tools enable businesses to design strategies that drive retention and business growth. These are tools that track user behavior data across your products and can give insights into engagement, retention, drop-offs , etc. Retention tables.

Social Media 105

Social Media AI Retention Pricing 105

User Pilot

MAY 27, 2024

Want to learn how to design an effective loyalty segmentation strategy and boost customer retention ? Benefits of customer loyalty segmentation include greater retention, improved customer experience , and increased profitability. Tracking and improving customer loyalty helps increase customer retention and revenue growth.

Customer Lifetime Value 105

Customer Lifetime Value Retention Engagement User Experience 105

User Pilot

SEPTEMBER 2, 2024

Playback data : Microsoft Clarity offers data retention for only 30 days, while Hotjar retains playback data for one year. 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. Path analysis in Userpilot.

Engagement 105

Engagement User Experience Pricing Data 105