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? What is a PayFac® developer?

Payment Services 100

Payment Services Merchant Services SaaS Payments Payment Facilitation 100

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. This requires sound underwriting policies and procedures.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

Point Nine Land

DECEMBER 1, 2020

A methodology in five simple steps I learned how to run forecast and pipeline reviews, first, by distilling what my sales managers did when I was a sales rep and, then, building my own systems as a sales leader at Revinate, at Framer, and advising a number of B2B SaaS companies. Is the sales team following the steps of the sales system?

Development Team Review 59

Development Team Review Systems Review Forecasting Software Review 59

ChurnZero

JUNE 15, 2023

I sat down with Ethan Riley , senior customer success manager at ChurnZero to talk about how customer success teams can use product usage data to their advantage as well as common obstacles to getting started and how to overcome them. What advantages do Customer Success teams gain from using product usage data?

Development Team Review 96

Development Team Review Software Review Data Mobile 96

User Pilot

OCTOBER 6, 2023

In SaaS, the B2B marketing funnel forms the backbone of any successful product and marketing team. Review stage (BoFu). Collaborate with the sales team to generate high-quality leads and boost revenue directly. It attracts people (who’d otherwise be strangers) to become your customers. But how can you use it?

B2B 105

B2B Development Team Review Software Review Marketing 105

Andreessen Horowitz

APRIL 29, 2024

With the combination of diligence solutions (e.g., Next, let’s review some of the relevant concepts from negotiating your first facility that relate to funding mechanics. According to Setpoint, its product suite has materially improved the efficiency and error rate of processes related to collateral management and reporting reviews.

Payment Services 93

Payment Services Payment Solutions Development Team Review Outsourcing Services 93

ChurnZero

JUNE 14, 2022

Slow or no onboarding progression. Step 3: Develop an at-risk process. Train the CS team on all at-risk indicators. They should now diligently and proactively look for these warning signs. Declining or sudden drops in usage. LinkedIn notification that your primary contact has a new job. Define churn reasons and signs.

Development Team Review 98

Development Team Review Strategy Payments Payment Services 98

Baremetrics

NOVEMBER 9, 2021

Develop a Full Marketing Strategy 2. SMB SaaS companies tend to have higher churn rates due to their lower demand and less sophisticated needs. The owners tend to be thought leaders in their industry and operations are developed with department heads and teams working under them. Transferability 2. Sustainability 3.

SaaS Payments 105

SaaS Payments Technical Review Development Team Review Software Review 105

Sales Hacker

MARCH 19, 2019

“Anita came on as the first CRO of Voxy in 2018 and has since scaled the inside sales team both in the US and in their international offices. She is a fantastic representation of what it means to be a sales leader– not just a sales manager– as echoed by the members of her team and others in the C-suite at Voxy.

Scale 106

Scale Sales Hiring Development Team Review Sales 106

Sales Hacker

APRIL 22, 2019

The importance of due diligence in company selection. Building an onboarding process to quickly identify top talent. Showpad’s all-in-one platform empowers sales and marketing teams to engage buyers through industry leading training and coaching software and innovative content and engagement solutions.

Development Team Review 67

Development Team Review Scale Software Review Sales Hiring 67

Audacix

AUGUST 22, 2022

With a SOC 2 report, businesses will spend less time performing due diligence as part of the sales cycle. It's one of the last steps on your journey to building a culture of security within your software development team. Want my team to show you how to put a scaleable application security structure in place?

Software Review 75

Software Review Development Team Review Systems Review Software 75

ChurnZero

OCTOBER 11, 2019

Q4 is where the magic happens – prospects are geared up and ready to buy, to capitalize on extra end of year budget and set themselves and their teams up to have the right tools moving into the new year. With the end of year being the busiest buying season, it then also in turn becomes the heaviest renewal period for Customer Success teams.

Development Team Review 66

Development Team Review Software Review Technical Review Outsourced Development 66

ChurnZero

JANUARY 18, 2024

This often includes leading implementation, customer success and customer support teams. Here are some lines from the job description ( PDF copy here ) that stood out to us: “Develop a comprehensive customer-focused strategy aligned with the company’s overall objectives. Champion a customer-centric culture throughout the company.”

Development Team Review 52

Development Team Review Technical Review Software Review Sales Hiring 52

Sales Hacker

JULY 26, 2023

The future of AI in sales What AI can do for account executives The Harvard Business Review found sales teams using AI increased leads by more than 50% and reduced costs by up to 60%. Develop and hone discovery questions. ChatGPT can help craft personalized emails that engage your prospects on a personal level.

ChatGPT 96

ChatGPT Scale AI Search AI 96

Intercom, Inc.

MARCH 29, 2022

We introduced Intercom as the Engagement OS , the customer communications platform that enables the most critical component of the modern customer journey: ongoing engagement, throughout the customer journey – from acquiring to onboarding, activating, support, and beyond. Our level of investment in product and innovation sets us apart”.

Scale 118

Scale Banking Technical Review Software Review 118

User Pilot

JULY 25, 2024

Product Teams Can Use Userpilot to: Improve Product Adoption with Insights from Analytics Improve User Onboarding Interactive Guidance Collect User Feedback with No-Code In-App Surveys Get a Demo 14 Day Trial No Credit Card Required What is a retention specialist? Book a demo to see it in action!

Retention 52

Retention Sales Hiring Development Team Review Software Review 52

ChurnZero

OCTOBER 22, 2020

This article will cover the reasons to give pause before undertaking the complex development of a Customer Success platform. . If your Sales team needed a CRM, you wouldn’t expect it to be built in-house – they’d purchase Salesforce. If your Marketing team required a marketing automation platform, they’d simply buy HubSpot.

Software Review 59

Software Review Technical Review Outsourcing Services Customer Success 59

ProfitWell

DECEMBER 19, 2019

By creating a robust statement for your own product, it educates both your team and your customer in how to handle valuable data. Work with your development and legal teams to define the specific information that should be included in your own privacy policy. Educate your customers. Consult a cyber-security firm.

SaaS Payments 74

SaaS Payments Payment Services Technical Review Payment Methods 74

ChurnZero

JUNE 10, 2022

As an implementation team lead, I’ve overseen hundreds of launches—the good, the bad, and the ugly. Conduct your due diligence during the sales process before you purchase. Hold your team accountable to the same standards as you would your vendor. SaaS product teams often plan their roadmaps at least a year in advance.

Software Review 52

Software Review Development Team Review Systems Review Customer Success 52

User Pilot

JULY 28, 2024

For instance, a retention specialist at a high-growth SaaS startup might focus on building relationships with early adopters and providing personalized onboarding support, while one at a large enterprise might focus on analyzing churn data and developing targeted retention campaigns. Looking into tools for retention specialists?

Retention 52

Retention Payment Solutions Sales Recruiting Development Team Review 52

OpenView Labs

APRIL 22, 2019

It’s a structured way to develop a set of hypotheses across marketing & product experiences that are informed by what you know about your customer and your business. The ability to communicate with and collaborate with other teams in the organization (especially product & marketing). Buy-in from the executive team.

Development Team Review 68

Development Team Review Scale Sales Hiring Acquisition 68

User Pilot

JULY 28, 2024

Product Teams Can Use Userpilot to: Improve Product Adoption with Insights from Analytics Improve User Onboarding Interactive Guidance Collect User Feedback with No-Code In-App Surveys Get a Demo 14 Day Trial No Credit Card Required What is a retention specialist? Book a demo to see it in action!

Retention 52

Retention Development Team Review Sales Hiring Software Review 52

OpenView Labs

JANUARY 2, 2020

Regardless of whether the product is an ideal market fit or a nice-to-have versus a need-to-have, the job of the sales team is to create the relationships and prove the value that will ultimately close the deal. In order to achieve success in this new model, sales needs to develop a more service-based mentality.

Development Team Review 54

Development Team Review Sales Hiring Scale Customer Success 54

OpenView Labs

OCTOBER 29, 2021

On a recent episode of the BUILD Podcast , Blake Bartlett spoke with Nikita Miller about best practices for building an early-stage product team. Nikita has a lot of real-world experience, having led stellar product teams at Trello and Dooly. She is currently SVP, Head of Product Management at The Knot Worldwide.

Sales Hiring 60

Sales Hiring Sales Recruiting Development Team Review Management 60

ChurnZero

JUNE 14, 2022

Slow or no onboarding progression. Step 3: Develop an at-risk process. Train the CS team on all at-risk indicators. They should now diligently and proactively look for these warning signs. Declining or sudden drops in usage. LinkedIn notification that your primary contact has a new job. Define churn reasons and signs.

Development Team Review 52

Development Team Review Strategy Payments Payment Services 52

OpenView Labs

OCTOBER 19, 2020

How might different teams collaborate on accelerating growth? He shared some helpful insights about the differences between the growth function on marketing and product teams. This team uses things like in-app onboarding flows and other tools to integrate learning into the product experience and drive adoption.

Development Team Review 52

Development Team Review Systems Review Scale Technical Review 52

SaaSOptics

MARCH 1, 2022

What makes finance teams throw up their hands and say, “I just need a tool that can do X!” finance teams are responsible for planning the financial roadmap of an organization and keeping everything in balance. Most finance teams are familiar with enterprise and integrated solutions (think Netsuite, Sage Intacct.).

Payment Solutions 52

Payment Solutions Payments Payment Services Payment Features 52

ChurnZero

JULY 6, 2023

The company mustered its team and began working to improve the customer experience along its journey. This means identifying all the touchpoints that customers will have and diligently creating the best experience for them. The right one is up to your team to decide—and that should be driven by the customer experience.

Development Team Review 52

Development Team Review Consulting Outsourced Development Customer Success 52

All that Saas

JULY 14, 2021

Whether the team member is an executive or a salesperson, Showell makes sure all of the processes are unified. Its purpose is to manage team pipelines more effectively, by helping them close deals and strengthen their relationships. Key Features. Showell amplifies time management by reducing back-office work and increases selling time.

Sales Enablement 52

Sales Enablement Software Review Software Development Team Review 52

OpenView Labs

JUNE 25, 2019

This includes expenses like ad spend, creative development, and commissions along with more substantial overhead expenses such as salaries and rent. While CAC is accepted as a cost of doing business, it should not be a blank check for your sales & marketing team. If you haven’t already nailed those down, you need to start there.

Scale 40

Scale Development Team Review Software Review Benchmarks 40

Outseta

AUGUST 13, 2019

Having sat on both sides of the table, I’ve developed a stupid simple approach to start-up hiring that’s helped me cut through the b t on both sides, removing any semblance of smoke and mirrors from the hiring process. I was leading a team of 15, the company was growing like a weed, and I loved the people that I was working with.

Sales Hiring 54

Sales Hiring Sales Recruiting Interviewing Development Team Review 54

Sales Hacker

JULY 26, 2023

The future of AI in sales What AI can do for account executives The Harvard Business Review found sales teams using AI increased leads by more than 50% and reduced costs by up to 60%. Develop and hone discovery questions. ChatGPT can help craft personalized emails that engage your prospects on a personal level.

ChatGPT 52

ChatGPT Scale AI Search AI 52

SmartKarrot

FEBRUARY 15, 2023

Set a date for newly assigned accounts’ onboarding. diligently keep track of every CS tool action. Develop, train, and coach the squad while maintaining team rhythm. Develop, train, and coach the squad while maintaining team rhythm. First-level support for accounts that are owned.

Technical Review 19

Technical Review Customer Success Development Team Review Systems Review 19

SmartKarrot

DECEMBER 20, 2022

Role: Head of Customer Success Location: Remote, United States Organization: Givelify As a Head of Customer Success, you will collaborate cross-functionally with Marketing, Revenue Operations, and Data Science/Analytics teams to own, develop, and execute strategies to increase customer retention and lifetime value at scale.

Customer Success 19

Customer Success Development Team Review Software Review Scale 19

SmartKarrot

NOVEMBER 17, 2022

Role: Head of Customer Success Location: Remote, United States Organization: Voxie As a Head of Customer Success, you will mentor and inspire a team of high-performing Customer Success Managers. Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Apply here: [link].

Customer Success 19

Customer Success Development Team Review Systems Review Headcount 19

SmartKarrot

OCTOBER 13, 2022

Role: Director, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Bakkt As a Director of Customer Success, you will collaborate with Product, Marketing, and Legal and Compliance to develop materials and resources to set new customers up for success and drive adoption and engagement in product.

Customer Success 19

Customer Success Development Team Review Technical Review Systems Review 19

SmartKarrot

FEBRUARY 24, 2023

Role: Customer Success Manager Location: NAMER, United States (Remote) Organization: SnapCell As a Customer Success Manager you’ll onboard new customers and train without a hitch. Consult our Investor Relations team. The operations team and I work together to set up a SOP, but the CSM is still in charge of maintaining it.

Customer Success 19

Customer Success Development Team Review Systems Review Sales Hiring 19