Valuize Consulting

DECEMBER 17, 2024

Here is an example: Account Profile 1: Early Adoption Industry Vertical : Financial Services, requiring stringent compliance with their data and security policies. Adoption Stage/Maturity : Onboarding with initial implementation underway. Providing training to a diverse set of business and technical users.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

Neil Patel

SEPTEMBER 11, 2020

To help speed up the process, I reviewed six of the best systems on the market and put together a comprehensive list of what to look for as you make your final decision. 1 – Gusto Review — The best for small businesses. Gusto makes onboarding, paying, insuring, and supporting employees as easy as possible.

Payment Services 145

Payment Services SaaS Payments Outsourcing Services Payment Solutions 145

User Pilot

MARCH 9, 2025

According to Harvard Business Review, 80% of new products fail, primarily because companies fail to conduct proper customer research. E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Let’s go back to the goal of improving onboarding.

SaaS 83

SaaS Social Media Interviewing Scale 83

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

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. They train technical people first and do specialized training for CSMs and AEs, and Marketing separately by function.

AWS 279

AWS Scale Sales Hiring Marketing 279

Intercom, Inc.

OCTOBER 27, 2022

Whether it’s customer onboarding or just gathering information for an event, we’re often trapped in endless follow-ups and back-and-forth emails until we finally get the assets and can move on with other, more meaningful tasks. Where does your interest in SaaS and tech come from? I was passionate about tech and coding.

Technical Review 118

Technical Review Software Review Development Team Review Systems Review 118

Stax

NOVEMBER 27, 2023

KYC’s three main components are the customer identification program (CIP), which was imposed by the USA Patriot Act in 2011; customer due diligence (CDD); and regular monitoring of the customer’s account and activities, which is also called enhanced due diligence (EDD). In the U.S.,

Merchant Services 88

Merchant Services Payment Services Systems Review Technical Review 88

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

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. Contract negotiation and vendor management: Carefully review the contract terms, including pricing, service level agreements (SLAs), and data security provisions.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

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

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

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

User Pilot

MARCH 30, 2025

Ask users to leave reviews on the app store to add social proof to your app. Asking current users to review your app to increase trust and encourage the algorithm to display your app to more users. comparison posts, product lists, reviews, etc.) Use referrals to encourage users to refer your app to others.

Mobile 66

Mobile Acquisition Software Review Social Media 66

User Pilot

JULY 21, 2024

In this article, we’ll break down Userpilot’s pricing plans and review all the features you can find when you choose your specific pricing plan. Get access to a technical implementation specialist, SLAs, troubleshooting, and more priority support. Security Audit & Compliance ( SOC 2 Type 2 and GDPR).

Technical Review 104

Technical Review Pricing Software Review Enterprise 104

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. However, several complex types of risks come along with this. could also be classified as operational risks.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

Neil Patel

SEPTEMBER 15, 2020

From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. Without the right technology, it’s a hassle for everyone involved. ATS software is highly beneficial for companies who are recruiting and onboarding at scale. Payroll Software.

Software Review 129

Software Review Software Systems Review compliance 129

Payrix

AUGUST 14, 2024

One point of consideration is the merchant underwriting process and the onboarding experience you’re creating for your customers. Step 2: Review application The underwriter will review your merchant’s submitted application. Step 5: Onboarding and implementation The merchant onboarding and implementation begins.

Merchant Services 100

Merchant Services Payment Services Payments Software Review 100

Payrix

JULY 24, 2024

What’s particularly appealing is that it protects software companies from the risk, compliance, operational costs, and other complexities associated with payments — all of which are managed by Payrix. It’s also an optimal path for launching quickly, if speed-to-market and technology concerns are a priority.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

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. The team’s remit covers: security and abuse; governance risk and compliance; and IT. Shipping quickly and securely. Continuous risk management.

Data 118

Data CTO Hire Technical Review Scale 118

BetterCloud

MARCH 27, 2024

The close coordination of processes, people, and technology is key to a successful transition, especially when time to value is a priority. This shift begins with the automated onboarding of new employees, giving them the tools they need to be productive on their first day.

Technical Review 52

Technical Review Outsourcing Services Onboarding Systems Review 52

User Pilot

AUGUST 27, 2024

Expand integrations : As SaaS spending grows, customers expect seamless integrations with other tools in their tech stack, making it vital to offer robust integration options. So if you’re a product manager, why not book a demo to see how you can personalize onboarding without writing code? Today’s consumers expect to be heard.

Trends 104

Trends Technical Review Software Review Social Media 104

Payrix

APRIL 3, 2024

Before we dive into the risks associated with payments, let’s review why embedding payments is good for SaaS businesses and the three payment processing solutions available to software companies today. What are the benefits of adding payments to vertical software? Striking a balance will be instrumental to success.

Payment Services 100

Payment Services Merchant Services SaaS Payments Payment Facilitation 100

User Pilot

APRIL 30, 2024

Like any onboarding tool, it sets the tone for user engagement , adoption, and overall productivity. In this article, we provide an in-depth review of the tool, before introducing a superior, more versatile alternative that enables you to create more intuitive user experiences. Create interactive onboarding experiences with Userpilot.

Software Review 102

Software Review Systems Review Technical Review Onboarding 102

ChurnZero

JANUARY 13, 2022

This is in part due to a rise in the standing of the Chief Customer Officer role. Adi began her career in tech as a programmer at Amdocs, where she rapidly grew into managerial roles implementing client-specific solutions, where she later shifted into client success roles. Adi also led WalkMe’s EMEA customer success team.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

Stax

JUNE 25, 2024

TL;DR Key features your charity payment solution should cover include PCI compliance and security, streamlined integrations, a great user experience, reporting and analytics, and customization and flexibility. It’s important to evaluate the pricing models (tiered, flat-rate, and interchange-plus) and go for a provider without hidden fees.

Payment Solutions 88

Payment Solutions Merchant Services Payment Services Payment Methods 88

User Pilot

JULY 2, 2024

TL;DR A self-service data platform is a user-friendly system that allows non-technical users to extract, transform, and visualize data without extensive IT support. No-code and low-code data collection : Allows non-technical users to gather and manipulate data easily, democratizing data access and improving productivity.

Data 105

Data Technical Review Software Review Government 105

Neil Patel

OCTOBER 20, 2020

HR outsourcing is technically separate from PEO and HR software, but they’re very similar in nature. 1 – G&A Partners Review — The best HR outsourcing service for customization and flexibility. From recruitment and onboarding to payroll and benefits administration, you’re in good hands. HR software.

Outsourcing Services 118

Outsourcing Services Outsourced Development Sales Recruiting Sales Hiring 118

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

Stax

JUNE 20, 2024

An ISV partner is a software vendor that partners with an ISV and provides additional services or technology. 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.

SaaS Payments 88

SaaS Payments Payment Services Payments Stax 88

User Pilot

FEBRUARY 25, 2024

Looking for an effective onboarding automation tool and wondering if GainsightPX is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether GainsightPX is the ideal choice for your onboarding automation needs. Let’s get started!

Software Review 52

Software Review Technical Review Onboarding Systems Review 52

Andreessen Horowitz

APRIL 29, 2024

With the combination of diligence solutions (e.g., 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.

Payment Services 93

Payment Services Payment Solutions Development Team Review Outsourcing Services 93

Subscription Flow

MAY 2, 2024

The quickness of transactions is a huge reason why those businesses in the SaaS world such as those offering advanced software as their product or service have begun using crypto since their clientele is tech-savvy enough to figure out how crypto works.

Payment Solutions 105

Payment Solutions SaaS Payments Merchant Services Payment Services 105

User Pilot

JANUARY 18, 2024

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

Software Review 52

Software Review Onboarding Technical Review Systems Review 52

Neil Patel

NOVEMBER 30, 2020

Whatever the size of your company, there are three key benefits of iPaaS: Cost savings Business efficiency Security and compliance. The more agile your company is, the quicker you can onboard new customers, and the fewer resources you waste in the meantime. There’s little technical installation required. The Benefits of iPaaS.

Marketing 110

Marketing Scale Technical Review compliance 110

User Pilot

AUGUST 16, 2023

TL;DR Data democratization is the process of simplifying how data is stored and managed to help non-technical employees access it easily and make data-driven decisions. This increases collaboration across the organization and fosters communication with non-technical stakeholders. Let’s get right to it, shall we?

Data 98

Data Technical Review Government Data Analysis 98

User Pilot

MAY 7, 2024

Whatfix is the best for creating in-app messages for employee onboarding. Userpilot – the best in-app messaging solution for SaaS web apps Userpilot is a digital adoption platform that enables non-technical teams to create personalized in-app experiences to increase growth metrics at every stage of the user journey.

Software Review 104

Software Review Technical Review Software Scale 104

User Pilot

JANUARY 20, 2024

Looking for an effective new customer onboarding tool and wondering if HelpHero is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether HelpHero is the ideal choice for your new customer onboarding needs. Let’s get started! Ready to see Userpilot in action?

Software Review 52

Software Review Onboarding Technical Review Systems Review 52