SaaStr

AUGUST 25, 2022

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. The no-code platform empowers non-technical teams to track and analyze product usage, and publish beautiful in-app onboarding tours, announcements, and surveys, in minutes.

Cybersecurity 264

Cybersecurity Scale compliance Payment Features 264

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

JULY 26, 2022

Customers don’t expect as much in terms of security, compliance, etc. Get better at onboarding. A lot of churn lurks in poor onboarding. So in theory, SMB SaaS is better than enterprise, at least 9 times out of 10: Deals close much faster. Customers often can deploy on their own. And measuring it.

SMB 363

SMB Churn Payment Services SaaS 363

SaaStr

AUGUST 11, 2022

Drata is the world’s most advanced security and compliance automation platform with the mission to help companies earn and keep the trust of their users, customers, partners, and prospects. Its software sets HR free to do great work and be more strategic, which helps the entire organization do the same.

Payment Solutions 249

Payment Solutions Payment Services Payments Payment Methods 249

SaaStr

JULY 1, 2024

Finally, compliance is going to be critical. Don’t let compliance stall deals. #4: As you go into these larger organizations with more complex environments, more onboarding, more users, and more internal change management that you have to help them navigate, consider hiring onboarding specialists. Let me see that report.”

Sales Hiring 303

Sales Hiring Scale SMB compliance 303

SaaStr

FEBRUARY 23, 2023

Through our #1 SaaS-based Global Employment Platform , we help find, hire, onboard, pay, and manage team members, quickly and compliantly, to expand growth opportunities for everyone, everywhere – without the hassle of setting up local subsidiaries or branch offices.

Payment Services 277

Payment Services Merchant Services Payments Embedded Payments 277

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 87

Banking Onboarding compliance Scale 87

User Pilot

AUGUST 22, 2024

This is because the client onboarding process in financial services faces unique challenges. More importantly, we show you how to improve your onboarding and how Userpilot can help. Userpilot offers a range of customer onboarding, feedback collection, and analytics features for financial services and products. What are they?

Payment Services 89

Payment Services SaaS Payments Onboarding Payment Solutions 89

SaaStr

NOVEMBER 24, 2020

GuideCX makes your life easier with their client onboarding software that helps companies invie, guide and engage internal and customer teams in a transparent process that delivers value faster. Working to automate security and compliance, starting with SOC 2 to protect customer data and build trust in internet businesses.

Scale 297

Scale Scaling Outsourced Development compliance 297

SaaStr

MARCH 24, 2022

And for businesses looking for embedded payments, we offer white-labeled payments for platforms with automated underwriting and onboarding that supports marketplaces and split payments. Printfection is a swag management platform that simplifies the buying, managing, and distribution of swag and branded merchandise.

Payments 251

Payments Payment Services Payment Solutions SaaS Payments 251

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

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 90

Onboarding Payment Services Customer Success Payment Solutions 90

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 290

Scale Sales Hiring Scaling Startup 290

SaaStr

JANUARY 30, 2023

This insight led Deel to focus on solving payments and compliance. Building revenue operations to support sales Deel had onboarded nearly 100 clients, reports showed good traction, and it was time to leverage this opportunity. Once onboard, get regular input from your sales, support, and customer success teams.

Sales Hiring 277

Sales Hiring Payment Services SaaS Payments Scale 277

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

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

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 298

Scale Sales Hiring Enterprise Sales 298

User Pilot

OCTOBER 20, 2024

This is every product manager’s nightmare – an onboarding failure that cripples customer retention. In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement. What is customer onboarding? The answer is a lot!

Onboarding 85

Onboarding Underperforming Technical Team Transportation Scale 85

User Pilot

APRIL 26, 2023

Building awesome user onboarding experiences requires a great deal of effort when starting from scratch. So we’ve collected onboarding UX examples from other companies to inspire you! Here are 17 user onboarding examples to help you create great user onboarding flows. What is onboarding UX?

Onboarding 85

Onboarding Customer Lifetime Value Social Media Education 85

User Pilot

OCTOBER 20, 2024

Onboarding gamification is the key to transforming a dull process into an engaging one. Gamification onboarding and the right user onboarding software can turn your product experience into something enjoyable. To help you get started, we’ve compiled 11 powerful gamification examples to improve your user onboarding process.

Onboarding 73

Onboarding Engagement Software Review Retention 73

Intercom, Inc.

JANUARY 5, 2022

In today’s data-driven SaaS scene, these can affect hundreds of millions of users and cause damage in the billions of dollars, and as compliance frameworks become requirements to do business, businesses are turning to third-party services that can help expedite and facilitate the process. SOC 2 compliance: A Beginner’s Guide.

Scale 211

Scale Software Review compliance Technical Review 211

USIO

FEBRUARY 13, 2024

This service takes care of the complexities involved in underwriting, risk management, and compliance, allowing businesses to focus on their core operations. Advantages of Payfac-as-a-Service: Quick Onboarding: Payfac-as-a-Service simplifies the onboarding process for businesses wanting to offer payment processing to their users.

Merchant Services 130

Merchant Services PayFac as a Service Payment Services Marketplace as a Service 130

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

FastSpring

JULY 25, 2024

Complete Monetization: More than just payments, we handle everything from our hands-on implementation onboarding and global tax compliance to fraud prevention and subscription management. Spend less time managing your payments and compliance and more time making great games! Go D2C with confidence.

Payments 138

Payments Payment Methods Payment Services Payment Solutions 138

USIO

MAY 24, 2024

Make sure you only work with PCI Level 1 Compliance. Ease of Integration : The gateway should integrate seamlessly with your existing systems and software with automated onboarding. Regulatory Compliance : Ensure the gateway complies with relevant regulations and standards. This eliminates downtime and passing blame to others.

Payment Services 130

Payment Services Merchant Services SaaS Payments Payments 130

SaaStr

SEPTEMBER 28, 2023

Smaller companies have become more sophisticated in the tools they use, the IT systems, and automation for onboarding and offboarding, and all of that has resulted in needing to plug stuff into the tools you’re using quickly. This doesn’t include the compliance or security teams.

Enterprise readiness 285

Enterprise readiness Payment Solutions Enterprise Payments 285

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. “Have better Onboarding.” Improve your onboarding this year. Lost a bank customer we had served well for 5 years and up to.5M It’s always worth it.

CTO Hire 327

CTO Hire Sales Hiring New CTO CTO 327

SaaStr

FEBRUARY 21, 2024

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. Prospects don’t just want to know the price, especially in security. At Drata, they get a SOC 2 before selling a SOC 2.

AWS 275

AWS Scale Sales Hiring Marketing 275

USIO

JUNE 28, 2024

Simplified Onboarding: Get merchants up and running quickly with Usio automated onboarding process, eliminating the need for additional staff. Enhanced Security: Ensure the highest level of security with Usio PCI Level 1 compliance and industry-leading security protocols.

Payments 130

Payments Merchant Services Payment Solutions Payment Services 130

Neil Patel

SEPTEMBER 15, 2020

From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. It’s common for HCM tools to have features for onboarding, performance management, salary planning, training, succession planning, benefits administration, and more. Payroll Software.

Software Review 129

Software Review Software Systems Review compliance 129

FastSpring

OCTOBER 4, 2024

We’re eager to share our expertise in navigating the complexities of international payments, tax compliance, and fraud prevention — critical aspects that can make or break a game’s success on the global stage. Spend less time managing your payments and compliance and more time making great games! Go D2C with confidence.

Payment Solutions 126

Payment Solutions Payments Payment Services Payment Methods 126

SaaStr

SEPTEMBER 14, 2023

Founders at this stage have a choice… Get overwhelmed by managing another three reps Put together a formal training program for someone to train SDRs and AE for the first 30-60 days, pair them with a leader, have them do sales calls together, onboard them yourself, etc. No one needs the 11th most boring article on compliance.

Outsourcing Services 277

Outsourcing Services Sales Hiring Scale Sales Recruiting 277

CloudGeometry

JANUARY 15, 2022

Part 1: User Model & Onboarding If you have a business model, you have put together ideas about users. Let’s do that by viewing that next level through the lens of onboarding. Onboarding in SaaS is an end-to-end process. Onboarding operationalizes your user model by expressing it through tenant context.

Well Architected Framework 130

Well Architected Framework DevOps as a Service AWS Traceability 130

FastSpring

AUGUST 30, 2024

Complete Monetization: More than just payments, we handle everything from our hands-on implementation onboarding and global tax compliance to fraud prevention and subscription management. Spend less time managing your payments and compliance and more time making great games! Go D2C with confidence.

Merchant Services 122

Merchant Services Payments Payment Services Payment Methods 122

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.

Merchant Services 130

Merchant Services Payment Services Payments Payment Solutions 130

Payrix

JULY 30, 2024

With the support of payments experts well-versed in your unique goals and business needs, you’ll receive the resources you need for successful merchant onboarding, activation, and ongoing service. Given the various complexities around payment security and compliance, there’s a lot to learn.

Merchant Services 147

Merchant Services Payments Payment Solutions Payment Services 147

Subscription Flow

OCTOBER 10, 2024

It does not support multiple payment gateways, and modern compliance standards. Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition. It is necessary to avoid compliance penalties, and for financial transparency.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105