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 207

AI Scale Education User Experience 207

SaaStr

FEBRUARY 10, 2021

Your new client onboarding process could be that chance. When you deliver an exceptional experience during the onboarding process, you build trust that will last far beyond the initial project or implementation. If that initial onboarding experience isn’t good, it leaves a bad taste in everyone’s mouth. Of course you are!)

Onboarding 214

Onboarding Customer Success Sales Software 214

SaaStr

FEBRUARY 25, 2025

Annual includes structured networking opportunities with VCs, dedicated AI demo pitch stage, and all founders attending many apply to our Meet-a-VC Program. AI Demo Stage SaaStr Annual provides a comprehensive view of the current B2B landscape, emerging trends, and competitive movements.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

SaaStr

MARCH 13, 2025

Are there more demos, more contracts being drafted, and more deals in the works? Team Building : Have they started hiring and onboarding new reps that you think are at least good ? If theyre not moving the needle, its time to seriously evaluate whether theyre the right fit. If your pipeline hasnt improved, thats a red flag.

Sales Hiring 171

Sales Hiring Scale Sales Onboarding 171

SaaStr

APRIL 28, 2025

A company selling $2-5K software packages won’t need humans for standard implementationsthe AI will qualify, demo, answer questions, negotiate within parameters, and close deals automatically. This will be particularly transformative for SMB-focused businesses doing high-volume, transactional deals.

AI 245

AI Underperforming Technical Team Sales Technical Review 245

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

FastSpring

JANUARY 28, 2025

Switch to FastSpring ASAP The fastest way to get emergency assistance from our sales and onboarding specialists is to fill out this form: FastSprings demo form is routed by geography and priority. See why world-leading sound technology company Steinberg was so impressed by FastSprings fast and highly efficient onboarding process.

Merchant Services 142

Merchant Services Payment Services Payment Solutions SaaS Payments 142

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? What are they?

Onboarding 52

Onboarding Benchmarks Engagement Data Analysis 52

SaaStr

MARCH 18, 2025

Demand Was the Ceiling, Not Cash Unlike most startups that struggle to generate sufficient pipeline, Wiz faced the opposite problem: “The company had a problem with managing high demand, having calendars full of demos and struggling to find time for team meetings outside of customer interactions.”

Scale 191

Scale Sales Hiring Scaling Headcount 191

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

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 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

JULY 21, 2024

Which SaaS industry has the highest customer onboarding checklist completion rate? You will also learn best practices for designing excellent onboarding checklists! TL;DR An onboarding checklist guides new users through the activities they must complete to discover product value and use it to achieve their goals. Book the demo!

Benchmarks 105

Benchmarks Onboarding Healthcare Metrics 105

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

User Pilot

MAY 29, 2024

Looking for user onboarding teardowns to help you create an onboarding process for your SaaS? TL;DR A user onboarding teardown is an analysis of the onboarding steps and tactics. Userpilot leverages its own tool for onboarding. Groupize gamified its onboarding with an interactive assistant, G.G.

Onboarding 105

Onboarding Social Media Mobile User Experience 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. Use analytics to identify and improve areas of friction in the onboarding process. Book a demo to learn more!

Banking 105

Banking Onboarding compliance Scale 105

User Pilot

AUGUST 8, 2024

The company realized their current onboarding solutions weren’t adequate, so they decided to give Userpilot a go. TL;DR Challenge : Talana faced difficulties providing effective onboarding and in-app communication for their product. Book a demo! Want to learn more? And this was something that Intercom was not able to offer.

Onboarding 105

Onboarding Software Review Technical Review Communication 105

User Pilot

OCTOBER 31, 2024

These issues might range from low engagement with specific features to a high churn rate or poor user onboarding. To address this, you could meet with your team to agree on metrics related to onboarding, such as activation rate , time-to-value, and so on. Book a demo today and discover the full potential of your data.

Strategy 105

Strategy Underperforming Technical Team Government Customer Lifetime Value 105

SaaStr

JUNE 21, 2024

You don’t end up saving time because you have to interview different firms and onboard them, and you still have to look through resumes, do back-channel references, take calls with them, and more. So, you should focus on specializing in this concept of implementation, onboarding, or whatever and obsessing over making customers successful.

Sales Recruiting 296

Sales Recruiting Sales Hiring Scale Outsourced Development 296

User Pilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding. Book the demo!

Onboarding 105

Onboarding Strategy Social Media Churn 105

SaaStr

JULY 9, 2021

Not just do an inflexible demo and send a price quote. A few thoughts: Do better onboarding. Most startups, even up to $20m, $30m+ ARR, do a really poor job of training and onboarding new sales hires. The best sales reps listen and hear what the prospect’s problem is in the space — and use the product to design a solution.

Sales Hiring 306

Sales Hiring Sales Pricing Onboarding 306

SaaStr

DECEMBER 30, 2020

Hire someone in sales ops as early as you can afford to, to manage repeatability, training, onboarding, etc. You want managers managing. Hire sales managers to manage each team of 6-8 AEs and 8-10 SDRs. for the sales team. And later maybe even into industries and verticals. But both generally work out fine, done right.

Scale 315

Scale Sales Hiring Sales Churn 315

User Pilot

NOVEMBER 7, 2024

Drive Customer Success with Userpilot Get a Demo 14 Day Trial No Credit Card Required Best customer success management platform for startups and small companies When choosing a customer success management platform, startups and small companies need a solution that balances functionality, affordability, and scalability. G2 rating : 4.4

Customer Success 105

Customer Success Enterprise Software Review Startup 105

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. Book a demo to find out more! Challenge: Relying on busy developers to build onboarding flows Reading Eggs has two user personas : the learners and their parents.

Onboarding 105

Onboarding Software Review Development Technical Review 105

User Pilot

OCTOBER 19, 2024

Try Userpilot and Take Your Customer Satisfaction to the Next Level Get a Demo 14 Day Trial No Credit Card Required Why is customer satisfaction important for business growth? For example, when new users begin using your product, you can launch a welcome survey to understand their needs and tailor their onboarding experience accordingly.

Business 111

Business Underperforming Technical Team Customer Lifetime Value Systems Review 111

User Pilot

JANUARY 2, 2025

Its purpose is to collect data necessary to personalize the onboarding experience by highlighting relevant features or resources for each user type. Get a Demo 14 Day Trial No Credit Card Required 6. Create Yours Code-Free with Userpilot Get a Demo 14 Day Trial No Credit Card Required Ready to create your own surveys?

Scale 102

Scale Churn Underperforming Technical Team Scaling 102

SaaStr

OCTOBER 12, 2020

The wheels will turn, priorities will change, onboarding will improve, support will improve, features will shift … and churn will come down. Customer Success can decrease onboarding times. Do a 20 minute demo, or a customer presentation, or a deep dive. With everyone. You can answer chats faster. Pick up the phone.

Sales Recruiting 351

Sales Recruiting Sales Hiring Churn Onboarding 351

User Pilot

NOVEMBER 28, 2024

Try Userpilot Get a Demo 14 Day Trial No Credit Card Required How much does Mixpanel session replay cost? It’s perfect if you want to go beyond just watching sessions and take action on what you learn (such as finding user frustrations in the onboarding process , triggering in-app messages , etc.). Wanna try it out?

Software Review 105

Software Review Enterprise Pricing compliance 105

User Pilot

SEPTEMBER 15, 2024

You must use tried and tested frameworks if you want to consistently create compelling onboarding experiences , and that’s where SaaS customer onboarding templates come in. We’ve outlined 11 onboarding templates suitable for the different onboarding stages. What is an onboarding template?

Onboarding 98

Onboarding SaaS Software Review Churn 98

User Pilot

DECEMBER 31, 2024

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. Appcues Appcues is a user onboarding tool designed with simplicity in mind. Pendo vs. Userpilot. Userpilot is perfect for non-technical teams. party emojis).

Technical Review 105

Technical Review Underperforming Technical Team Software Review Onboarding 105

SaaStr

JUNE 1, 2021

If it needs a ton of data, can a “demo org” adequately convey that value? Trying will drive you to a better product, and it may drive you to be a better prospect and onboarding experience. A checklist to ask yourself: Can someone potentially deploy your app in minutes? If they can, would it work well self-deployed?

Scale 336

Scale Engineering Enterprise Business Model 336

SaaStr

JULY 19, 2023

How long is the onboarding cycle for a new customer? But for many companies, a good range is around two new demos per day on every sales rep’s calendar. Is it demo quality? Is onboarding or implementation taking too long? If you have AEs who passively wait for demos to fall in their laps, that must change.

Revenue 246

Revenue Acquisition Technical Review Systems Review 246

User Pilot

NOVEMBER 29, 2024

High conversion rates show that your messaging, onboarding, and pricing resonate. Your onboarding should focus on this core value moment. That’s often your best clue for what your onboarding should prioritize. Try Userpilot Get a Demo 14 Day Trial No Credit Card Required How to track your product-market fit with 1 metric?

Metrics 105

Metrics Scale Acquisition Retention 105

SaaStr

OCTOBER 3, 2023

Achieving Enterprise Repeatability — A revenue enablement team is critical for codifying success and using teaching methods to onboard and scale teams across your revenue functions during stage three. Pilot Program (Pp) If tailored demos go well, it’s time for your proof point in the form of a pilot program, a trial, or a workshop.

Enterprise 297

Enterprise B2B Scale SMB 297

User Pilot

APRIL 30, 2025

Sure, you could blame onboarding or a clunky user interface. Boost user engagement by improving onboarding with personalization and gamification. They spend hours perfecting the onboarding flow or tweaking button placements. I suggest you improve onboarding by reducing user friction in the signup process.

Strategy 66

Strategy Mobile Systems Review Scale 66

SaaStr

JANUARY 21, 2020

Calls, emails, connect rate, demos, performs, wins, average contract value. I can’t get my team to book enough outbound demos.” Well, I yelled at them, I said, do more outbound demos and pick up your activity and do more, more dials, right? We give them an onboarding buddy. ” Okay, well what did you try?

Sales Recruiting 332

Sales Recruiting Sales Hiring Scale Sales 332

Subscription Flow

OCTOBER 10, 2024

Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition. SubscriptionFlow helps you tackle the pain points that come with billing system migration, and offers you smooth onboarding. The business lacks access to advanced features.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105