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 102

Onboarding Engagement Software Review Retention 102

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 105

Onboarding Underperforming Technical Team Transportation Scale 105

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. But when we started looking upmarket we knew we had a lot to learn about businesses of this size and the people who lead them.

Scale 290

Scale Business Finance compliance 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. Manage scaling issues by using data to plan ahead and being team and customer-obsessed.

Sales Hiring 278

Sales Hiring Payment Services SaaS Payments Scale 278

SaaStr

JULY 1, 2024

One way is by talking to your customers and prospects. Either way, ensure the demand gen team sits down with sales and decides which accounts to go after. Ensure you’re aligned with the sales team on what you want to accomplish as you go upmarket and build these demand gen strategies. #2: How do you figure that out?

Sales Hiring 305

Sales Hiring Scale SMB compliance 305

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 274

Cybersecurity Scale compliance Payment Features 274

SaaStr

SEPTEMBER 14, 2023

In this Ask Me Anything Part 1, Lemkin answers the questions: Many VCs talk about funding, yet you’re so focused on sales. Question #1: Why Are You So Focused On Sales When Other VCs Are Focused On Funding? That VP of Sales came out of Salesforce. Lemkin’s Hail Mary was hiring Brendon Cassidy when that first VP of Sales quit.

Outsourcing Services 291

Outsourcing Services Sales Hiring Scale Sales Recruiting 291

Payrix

APRIL 17, 2025

A payment facilitator manages compliance with payment network rules and other financial regulations. This includes verifying the identities of sub-merchants through Know Your Customer (KYC) checks, ensuring PCI compliance for secure handling of payment data , and mitigating risks through fraud or chargebacks.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

SaaStr

MARCH 26, 2019

Scaling the company’s employee base, sales teams, marketing, and operations—all while preserving its culture—has required a laser focus on first principles, smart processes, and effective hiring. In this talk, Claire will share these and other lessons for scaling high-growth organizations. Manual processes first. Names stick.

Scale 162

Scale Payment Services Payment Methods Scaling 162

SaaStr

JULY 26, 2022

Customers don’t expect as much in terms of security, compliance, etc. Don’t need as much sales experience on sales team. Now that makes things hard enough as you scale, but even worse, in SaaS, churn is often masked by high growth when you have early product-market fit. Get better at onboarding.

SMB 363

SMB Churn Payment Services SaaS 363

Stax

MARCH 18, 2025

It can be easy to consistently double revenue if you’re an early-stage company, but as you scale up, sustaining that becomes more difficult. Your CAC is how much you spend on acquiring and onboarding a customer, and can include marketing, communications, sales, and other expenses. Customer acquisition cost.

Scale 117

Scale Payment Services Payments SaaS Payments 117

Stax

MAY 13, 2025

Talk to sales What Are Credit Card Merchant Services? These services enable you to process credit card payments online, in person, and on the go, and include everything from secure payment gateways to merchant accounts and point of sale (POS) systems.

Merchant Services 88

Merchant Services Payment Services Payment Methods SaaS Payments 88

Chart Mogul

JANUARY 9, 2025

So read on, and hopefully, your SaaS sales journey will be less about trial and error and more about steady progress toward success. Whats important to note is that each model targets a distinct customer persona and, therefore, has a unique approach to the customer journeyfrom brand awareness to sales and, ultimately, conversion.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

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

Sales Hacker

APRIL 1, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Hayden Stafford is the President and Chief Revenue Officer (CRO) at Seismic, where he oversees the global go-to-market (GTM) organization, including pre-sales, sales, customer success, services, partners, and more. The other thing is just.

Scale 64

Scale VP of Engineering Outsourcing Services Enterprise 64

SaaStr

FEBRUARY 21, 2024

The Challenges and Pitfalls of a Partner Ecosystem Drata attributes much of its success to its partner ecosystem, which is an interesting case study for most, so how do they break up marketing, sales, and resource allocation vs. a more direct-sales modeled business? The sales reps were friends, and accounts were shared.

AWS 285

AWS Scale Sales Hiring Marketing 285

User Pilot

MAY 27, 2025

When you think of Whatfix, your mind probably goes to a digital adoption or an employee onboarding platform. This way, users get the help they need, exactly when and where they need it, leading to faster adoption, reduced friction, and higher engagement from day one. reducing compliance risks and support tickets. moment faster.

Technical Review 87

Technical Review Software Review Systems Review Scale 87

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

Intercom, Inc.

AUGUST 30, 2022

But these days, there are so many innovative and impactful tools that can massively streamline your workflows and help to set you up for success as you scale. This is especially important for small teams, where you need to operate at a scale far beyond your headcount (without burning out your team by working around the clock).

Scale 163

Scale Payment Services Startup AWS 163

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

SaaStr

MARCH 19, 2019

Niall Wall, Box SVP of Business and Corporate Development alongside Vicki Lin, Stripe’s Head of Ecosystem and Cecilia Stallsmith, Slack’s Director of Platform Marketing discuss scaling your revenue via indirect channels and platform ecosystems. You can create whatever combined word you’d like for that to be the case.

Payments 133

Payments Scale Scaling Revenue 133

FastSpring

JANUARY 29, 2021

If your new year’s resolutions included anything about scaling your business or expanding into other countries, then there’s a lot to be excited about at FastSpring this month. Made PSD2 Compliance Easy for Global Sellers. Early Access Launch of FastSpring Quotes for B2B Sales.

Merchant Services 78

Merchant Services Payment Services Payment Methods compliance 78

Stax

MAY 23, 2025

This involves: Merchant onboarding: Collecting business details and verifying accounts so your users can start accepting payments. It can also make it easier to manage compliance, automate reporting, and scale operations. Tools for scaling and insights As your platform grows, your payments volume can too. Contact sales 2.

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

Intercom, Inc.

DECEMBER 12, 2019

Vidyard co-founder and CEO Michael Litt chatted to Intercom’s EMEA Sales Manager Ciaran Nolan about how Vidyard flipped the freemium model on its head, why moving downmarket might be the answer to accelerated growth, and how to build a multi-million dollar business unit – overnight. Flipping the freemium model on its head.

Scale 169

Scale Growth Hacking Enterprise Scaling 169

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. If the company wasn’t built around this purpose, it would be hard to scale. It’s not an option.

Enterprise readiness 289

Enterprise readiness Payment Solutions Enterprise Payments 289

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

FastSpring

AUGUST 30, 2024

As a leading payment platform for gaming companies, we’re excited to showcase our commitment to supporting game developers and publishers on a global scale. FastSpring allows you to offload the complexity of global payments, sales tax and VAT compliance, player payments support, and many other aspects of payments management.

Merchant Services 148

Merchant Services Payments Payment Services Payment Methods 148

User Pilot

MARCH 9, 2025

But worse than that, it leads to lower revenue, failed products, and plummeting customer loyalty. E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. It helps quantify customer behaviors on a larger scale to uncover user trends and correlations.

SaaS 83

SaaS Social Media Interviewing Scale 83

How To Buy Saas

MAY 21, 2025

Lever Best ATS + CRM for Scaling Enterprises Pricing: Key Features: 10. All the leading platforms reviewed below like Workable, Greenhouse, and Breezy HR are SaaS solutions that serve companies globally with multi-language support and compliance features (e.g., GDPR for data privacy in Europe).

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

Scytale

MAY 9, 2025

Working with third-party vendors isnt just common – its practically inevitable, especially as your business scales. Even if your own security posture is rock solid, your compliance and GRC efforts can still fall apart if your vendors dont hold up their end of the bargain. Managing internal security is hard enough. Lets dive in!

Systems Review 52

Systems Review compliance Scale Pricing 52

USIO

FEBRUARY 13, 2024

This approach enables businesses to streamline their operations by consolidating payment functionality directly into their point-of-sale (POS) systems, e-commerce platforms, or other software applications. This leads to faster transactions and improved overall operational efficiency.

Merchant Services 130

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

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.”.

Merchant Services 146

Merchant Services Payment Services SaaS Payments Payment Solutions 146

Subscription Flow

DECEMBER 12, 2024

Improved ROI: Planned and monitored business growth leads to helpful insights. This is achieved by informed strategies to cut down on costs, and boost sales. Channels Consistent monitoring of sales and marketing channels overtime can give companies informed insights into the performance of each channel.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

Sales Enablement, SaaS and Growth

JANUARY 8, 2019

The chart below shows the sales technology landscape - there are over 800 vendors listed and 38 different categories. Source: Sales Hacker It’s fair to say that the sales enablement category has mirrored the impressive growth of the sales technology landscape as a whole (up and to the right). There’s a big unmet need.

Sales Enablement 112

Sales Enablement Technical Review Technology Scale 112

Neil Patel

DECEMBER 5, 2020

You’re making a lot of calls, but leads aren’t converting and agents are losing track of conversations. They’re helping companies revolutionize outreach and connecting agents with a higher number of high-quality leads every hour. Progressive dialers, for instance, prevent agents from cherry-picking leads. Compliance.

Software Review 143

Software Review Software Scale compliance 143

SaaSOptics

MAY 2, 2022

There are several different ways to successfully launch and scale a SaaS company. The two most common go-to-market strategies are sales-led growth (SLG) and, more recently, product-led growth (PLG). . In a sales-led model, sales processes and teams are the primary drivers of revenue growth. Image Source: SaaStr 2021 ).

Scale 97

Scale Sales Hiring Underperforming Technical Team Sales 97

How To Buy Saas

FEBRUARY 25, 2025

A powerful CRM helps organize customer data, streamline sales pipelines, and automate marketing ultimately boosting revenue. Effective sales teams are also 81% more likely to be consistent CRM users , underscoring how vital these systems are for success.

Scale 52

Scale Underperforming Technical Team Technical Review Software Review 52