SaaStr

NOVEMBER 27, 2024

How to Make Onboarding Work for SMBs While in some cases, selling to SMBs is easier than Enterprise in many ways, one way in which it’s fundamentally harder is onboarding. The user just leaves if it’s too hard, and yet you can’t have a 4-second onboarding process with complex software. Most sales reps hate it.

SaaS Payments 257

SaaS Payments Payments Payment Solutions Payment Services 257

SaaStr

DECEMBER 11, 2024

AI-powered Customer Onboarding and Customer Support We’re seeing a lot of companies using either AI tools they built themselves or through 3rd-party AI SaaS vendors have success helping users understand a new behavior or use a product for the first time. What’s Currently Working in AI for SaaS 1.

AI Search 284

AI Search AI Artificial Intelligence B2B 284

SaaStr

MARCH 16, 2025

” – Alex Rosenblatt The Channel-First Approach That Actually Works Instead of the everything-at-once approach, Rosenblatt advocates for a methodical, data-driven methodology: 1. Create systems that can onboard quickly when you find successful channels.

Scale 242

Scale Sales Hiring Scaling Marketing 242

SaaStr

OCTOBER 27, 2022

At OnBoard , we believe board meetings should be informed, effective, and uncomplicated. Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 2,000 organizations and their 12,000 boards and committees in 32 countries worldwide. Join these incredible companies to experience all the value of SaaStr!

Merchant Services 240

Merchant Services Payment Solutions Onboarding Payments 240

SaaStr

OCTOBER 21, 2023

A few data points: 50% of Zoom’s customers paid monthly until recently. Smartsheet wants them to, and pushes / forces them to, due to the work required in onboarding. The more onboarding there is, the higher the churn you’ll see in monthly deals. Make sense, given their mix of Small, Medium and Larger customers.

Data 282

Data SMB Payment Features Churn 282

SaaStr

MARCH 9, 2025

Previously, he led design teams at LinkedIn where he built recommendation products for product onboarding and developed AI chatbots. The 86% loyalty factor : Companies that provide strong onboarding and continuous educational experiences see 86% higher customer loyalty rates – making AI-powered personalization a critical retention tool.

AI 202

AI Scale Education User Experience 202

Intercom, Inc.

MAY 18, 2022

First-party data is the future of online engagement and customer experiences. This isn’t surprising given competitors such as Apple’s Safari and Mozilla Firefox are cookieless by default – however there are already debates about how Google will collect and use data thereafter. What is first-party data?

Data 217

Data Scale Engagement Advertising 217

User Pilot

MARCH 30, 2025

A great user onboarding experience shouldnt stop at your web app. With Userpilots mobile onboarding , you can create native-feeling in-app experiences that are quick to launch and dont need developer handoffs. In this guide, well explore how it works, what sets it apart, and why it could be the right fit for your onboarding strategy.

Mobile 66

Mobile Onboarding User Experience Engagement 66

SaaStr

JANUARY 23, 2025

Focus on: Building robust security and compliance (SOC 2, ISO 27001) Automating customer onboarding/offboarding Creating enterprise-grade support processes Developing procurement relationship expertise Having clear data handling procedures 5. Master Enterprise-Grade Operations The operational bar is much higher in enterprise.

Enterprise 244

Enterprise Sales Hiring Scale Outsourced Development 244

User Pilot

JANUARY 15, 2025

Let’s be honest, onboarding in SaaS can feel like navigating a labyrinth. As product managers and onboarding specialists, you’re juggling a million priorities: feature adoption, activation milestones, reducing churn… And crafting the perfect email sequence that guides users to success? Don’t just guess!

Onboarding 52

Onboarding Benchmarks Engagement Data Analysis 52

ChurnZero

APRIL 11, 2025

Your customer onboarding strategy is the foundation of your future retention and expansion revenue. The right onboarding strategy means more than just getting a customer using your product. But how do you know if your onboarding tactics really work? Is your onboarding process a framework or a free-for-all?

Onboarding 52

Onboarding Strategy Technical Review Systems Review 52

Valuize Consulting

APRIL 4, 2025

But in a data-rich environment, can we afford to leave actionable insights on the table? Beyond the Minute: Transforming CS Data into a Strategic Advantage Its crucial to understand that this isn’t about micromanaging every minute a CSM spends at work. Without granular data, you’re flying blind.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

SaaStr

MARCH 24, 2025

Customers expect AI to be baked into your product, whether its automating workflows, improving onboarding, or delivering predictive insights. Onboarding should feel seamless, emails should write themselves, and insights should be delivered without lifting a finger. Or are you still focused on users input data?

AI 147

AI Trends SaaS AWS 147

Payrix

NOVEMBER 7, 2024

Jess Kirkpatrick, Senior Director of Risk, Fraud, and Underwriting “What is the one thing you want software companies to know about merchant onboarding and underwriting?” Software companies can streamline merchant onboarding by ensuring their customers are prepared to share this data, allowing for efficient account processing.

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130

SaaStr

MARCH 18, 2025

This realization led to a fundamental shift in strategy, allocating resources to hiring and onboarding rather than lead generation. This simple yet powerful signal helped Wiz respond to market opportunities more quickly than competitors relying on processed data that might be weeks old.

Scale 185

Scale Sales Hiring Scaling Headcount 185

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 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

User Pilot

AUGUST 26, 2024

The key is to delight customers with a frictionless onboarding experience. Customer onboarding in EdTech platforms sets the tone for what users can expect in the next stages. In this article, we’ll outline a few effective customer onboarding techniques for EdTech platforms to help you get it right.

Onboarding 105

Onboarding Social Media Education Engagement 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. It also fulfills regulatory requirements and provides valuable data that can be leveraged to personalize services.

Banking 105

Banking Onboarding compliance Scale 105

SaaStr

NOVEMBER 20, 2024

Once they brought it to market, they knew they needed better user admin features, onboarding capabilities, SSO integration, etc. This is hard to do well, and you need data from the product and context from the customer to understand what they really care about, which is different for everyone.

Scale 261

Scale AI Scaling Marketing 261

User Pilot

DECEMBER 30, 2024

While the product adoption platform offers decent user onboarding and engagement features, it lacks advanced analytics capabilities and is quite expensive. Overview of Chameleon Chameleon is a no-code user onboarding platform that lets SaaS teams create in-app experiences to engage and retain users. Onboarding checklists in Userpilot.

Software Review 105

Software Review AI Search Pricing Onboarding 105

User Pilot

DECEMBER 31, 2024

Analytics reports like paths, funnels, and cohort tables for visualizing user behavior data. for collecting user sentiment data. In contrast, other similar tools typically focus on one specific area of the digital adoption process, whether its user onboarding, product analytics, or employee training. Userpilot Chrome extension.

Technical Review 105

Technical Review Underperforming Technical Team Software Review Onboarding 105

User Pilot

OCTOBER 31, 2024

While “use data to drive decision-making” sounds obvious, there’s a HUGE gap between saying it and doing it well. Product analytics refers to the process of gathering and analyzing data on how users interact with a product. This process may reveal gaps such as: Insufficient raw data. What is product analytics?

Strategy 105

Strategy Underperforming Technical Team Government Customer Lifetime Value 105

TechEmpower SaaS

MARCH 4, 2024

Post-sale, AI analyzes customer data to improve service and loyalty, making it a cornerstone of modern sales methodologies. This AI-centric approach transforms sales into a data-driven field, emphasizing efficiency and personalized customer experiences.

Generative AI 443

Generative AI AI CTO Hire Sales Recruiting 443

SaaStr

FEBRUARY 25, 2025

Benchmark Data and Performance Metrics SaaStr sessions typically feature transparent sharing of key metrics and benchmarks that are otherwise difficult to access. This data helps you set appropriate goals, identify improvement opportunities, and make more informed resource allocation decisions.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

SaaStr

MARCH 17, 2021

Data becomes siloed in disparate SaaS apps, fragmenting the business processes that run your organization. Without automation, companies find themselves dependent on manual data entry, quote creation, uploading and downloading data, and other resource-intensive, error-prone tasks. Employee Hiring and Onboarding.

Sales Hiring 322

Sales Hiring Scale Technical Review Marketplace as a Service 322

SaaStr

OCTOBER 16, 2020

Data lock is real. Structured Data. Even if data resides in many silos, structuring makes it unique. But there’s a “carrot” flip-side: making it 10x easier to onboard than the competition does. We all underestimated this in the earlier days of SaaS. LinkedIn owns the human record. No Contract At All.

Enterprise 363

Enterprise Branding Onboarding SaaS 363

SaaStr

SEPTEMBER 30, 2024

All unstructured data to be instantly structured and searchable. Products that were complex to extract data before, especially documents, can now be organized in real-time by AI. Even complex onboarding to be fully automated. Why can’t my payroll app handle onboarding and 401k and pension and contractors?

AI Search 300

AI Search SaaS Headcount AI 300

Sales Hacker

NOVEMBER 8, 2024

Efficient TTV highlights an optimized onboarding experience and provides a clear indicator of early product satisfaction. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX.

Scale 113

Scale Sales Recruiting Sales Hiring AI Search 113

Tom Tunguz

SEPTEMBER 24, 2024

So is simplifying the onboarding process by eliminating the friction of moving assets between chains. Initia does this for web3 developers. It provides an entire stack from the very bottom (the Layer 1) to the database customization layer (the Layer 2). Each developer’s customized environment is called a Minitia.

Blockchain 269

Blockchain Onboarding Development Data 269

User Pilot

FEBRUARY 12, 2025

In the race for product-led growth, your product teams are probably drowning in data they can’t effectively use. Thats why, as a leading all-in-one product growth platform we developed a solution to help you break data siloes. Userpilots data sync.

Data 52

Data Azure Cloud Customer Success 52

TechEmpower SaaS

NOVEMBER 13, 2023

As part of the onboarding process, the app asks both job seekers and employers what they’re looking for - in a text box - while providing a few suggestions in a pop-up. Even with the pop-up suggestions, we saw significant drop-off during user onboarding. This isn’t just our opinion - our startup metrics prove it!

Generative AI 443

Generative AI Artificial Intelligence AI New CTO 443

User Pilot

SEPTEMBER 30, 2024

We chatted with Tom Ulman, the Chief Product Designer at Reading Eggs, a 3P Learning company, about how they used Userpilot to improve the user onboarding experience. Challenge: Relying on busy developers to build onboarding flows Reading Eggs has two user personas : the learners and their parents. Book a demo to find out more!

Onboarding 105

Onboarding Software Review Development Technical Review 105

User Pilot

NOVEMBER 7, 2024

Product demos can be used at various stages in the customer journey, such as on your website to engage potential customers, in email campaigns to nurture leads, during sales calls to provide a “try before you buy” experience, and for customer onboarding to help new users get up to speed quickly. Userpilot comes in handy here.

Payment Methods 103

Payment Methods Payment Solutions Software Review SaaS Payments 103

SaaStr

MARCH 14, 2024

So they do have interesting data. Too many of us settle for glacial times to deployment, and are too slow to onboard new customers. Especially in UI/UX, onboarding, and conversions. So RevenueCat (where I was fortunate enough to be the first investor) now is the embedded mobile subscription API for 30,000 (!) Do better here.

Mobile 320

Mobile Subscription Payment Features Pricing 320

Subscription Flow

OCTOBER 10, 2024

Some of the pitfalls that come with unplanned billing migration are faulty revenue reporting, data duplication, and customer churn. Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition. Then transfer your entire data load.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

SaaStr

MAY 15, 2024

In many ways, they have to do better with UI/UX, onboarding, and conversions. While this might have made sense at one point, according to RevenueCat’s data, 25% of their mobile usage came from Android mobile. To maximize this fact, you need to have the right onboarding processes in place to recapture those people.

Subscription 301

Subscription Payment Features B2B Mobile 301