Intercom, Inc.

JUNE 9, 2021

That used to mean welcoming them to the company in person but, like everyone, we’ve had to adapt to a new way of onboarding over the past year. The COVID-19 pandemic has completely disrupted the way we work and forced us to reinvent how we onboard new colleagues. Our remote onboarding program has come a long way since then.

Onboarding 253

Onboarding Sales Hiring Scale Systems Review 253

SaaStr

MAY 10, 2025

Nail Onboarding, and Make It a Key KPI for CS Onboarding is where you win or lose customers. Use metrics like product usage, NPS, and engagement to identify risks early. Use it to guide customers through onboarding and deliver value quickly. Measure time-to-value and/or time-to-go-live. And relentlessly bring it down.

Sales Hiring 229

Sales Hiring Customer Success Scale Retention 229

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 281

AI Search AI Artificial Intelligence B2B 281

Intercom, Inc.

OCTOBER 28, 2020

Banners are a highly effective new type of message for your customer engagement strategy. You can set rules to trigger the banner, and also goals to measure its effectiveness, so you’ll get insights into how well your various banner messages are engaging customers. Banners are perfect for capturing visitors’ attention.

Engagement 239

Engagement Mobile Onboarding Communication 239

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 86

Onboarding Strategy Technical Review Systems Review 86

SaaStr

MARCH 3, 2022

Outreach is the only solution provider to integrate sales engagement, conversation intelligence, and revenue intelligence into one platform. At OnBoard , we believe board meetings should be informed, effective, and uncomplicated. The post Thanks to Payhawk, G2, Zoho, Outreach, and Onboard for Sponsoring SaaStr Annual 2022!

Payments 49

Payments Payment Solutions Sales Recruiting Onboarding 49

Intercom, Inc.

JUNE 22, 2022

Today, we’re excited to launch Intercom SMS – increase engagement and encourage action with two-way SMS that connects you to your customers anytime, anywhere. Intercom SMS offers customers a direct line to your business so they can feel heard, and you can stop missing crucial engagement opportunities”.

Engagement 211

Engagement Scale Systems Review Onboarding 211

Intercom, Inc.

SEPTEMBER 29, 2022

As costs and competition continue to rise, companies need to hone in on activating, engaging, and retaining their customers while minimizing their overheads. Leading companies are refocusing their customer engagement efforts to increase customer loyalty, while also enhancing efficiency.

Engagement 211

Engagement Onboarding Retention Strategy 211

User Pilot

APRIL 30, 2025

The real challenge lies in keeping them engaged and returning for more. With it, teams can launch personalized onboarding flows, upsell prompts, and usage-based nudges without depending on engineering teams. In this post, I’ll share just that: how to improve app engagement , retention, and other growth metrics with Userpilot.

Engagement 66

Engagement Marketing Software Review Mobile 66

Intercom, Inc.

MARCH 28, 2022

That is, in order to stay competitive, businesses need to put customers first by creating engaging, personalized customer experiences. But in order to stay successful in this new landscape, businesses need to run with customer engagement in mind. Consumer expectations for exceptional, engaging experiences are rising.

Scale 228

Scale Engagement Technical Review Business 228

Intercom, Inc.

JULY 25, 2022

Now, during this time of economic uncertainty and against a competitive landscape, effective customer engagement is business critical. Poor cross-functional collaboration impedes success: 44% of executives say a lack of collaboration and siloed efforts are the top impediments to successful customer engagement.

Technical Review 209

Technical Review Engagement Artificial Intelligence Systems Review 209

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

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

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 198

AI Scale Education User Experience 198

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

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. Drop-off on the first page of an application is bad news.

Generative AI 443

Generative AI Artificial Intelligence AI New CTO 443

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. Try Userpilot!

Software Review 105

Software Review AI Search Pricing Onboarding 105

SaaStr

APRIL 15, 2025

Align Incentives with Long-Term Success : By tying incentives to go-lives or early usage milestones, you ensure that sales leads focus on onboarding customers properly and setting them up for success. This encourages sales leads to stay engaged with accounts post-sale and drive expansion. Thats a disaster for your business.

Scale 143

Scale Compensation Retention Churn 143

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. This results in faster Aha!

Payment Methods 103

Payment Methods Payment Solutions Software Review SaaS Payments 103

SaaStr

MARCH 18, 2025

This realization led to a fundamental shift in strategy, allocating resources to hiring and onboarding rather than lead generation. ” The founders’ deep technical expertise from their previous company (Adallom, which sold to Microsoft) allowed them to engage with security practitioners as peers rather than vendors. .”

Scale 182

Scale Sales Hiring Scaling Headcount 182

User Pilot

JULY 10, 2024

You’ve probably heard the terms customer engagement and customer experience used interchangeably. Customer engagement focuses on active interactions between customers and your brand, while customer experience looks at the overall feelings a customer has throughout their entire journey. Track customer engagement with Userpilot.

Engagement 110

Engagement Customer Lifetime Value Social Media Branding 110

User Pilot

DECEMBER 31, 2024

Variety of UI patterns to engage users, including modals , tooltips , and slideouts. 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. Additional reports: You get a built-in Product Engagement Score dashboard.

Technical Review 105

Technical Review Underperforming Technical Team Software Review 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

MARCH 5, 2025

That’s where customer engagement software comes in. How I chose the best customer engagement software My evaluation process combined thorough feature analysis , a careful review of user feedback, and insights from industry reports. Qualifying questions for choosing the right customer engagement tool. The result?

Software Review 52

Software Review Engagement Software Scale 52

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

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. This could mean speaking engagements, guest posts, or industry panels.

Scale 112

Scale Sales Recruiting Sales Hiring AI Search 112

The Daily Egg

JULY 29, 2021

ClearCompany is a leading talent management and HR solutions platform designed to help organizations attract, screen, engage, and retain the best talent. It provides a wide range of HR and recruitment solutions such as applicant tracking, employee onboarding, performance management, etc.

Onboarding 317

Onboarding Engagement Management 317

User Pilot

MARCH 18, 2025

Choosing the right mobile app engagement platform can determine whether your app thrives or gets abandoned, especially as spending in the mobile app market increased to $36.2 The answer is a single mobile customer engagement platform that combines onboarding, push notifications, and analytics to improve user engagement.

Mobile 52

Mobile Engagement Onboarding AI 52

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

User Pilot

APRIL 30, 2025

Sure, you could blame onboarding or a clunky user interface. Its about building a repeatable system that drives discovery, boosts engagement, and keeps users coming back. Boost user engagement by improving onboarding with personalization and gamification. Create communities to engage mobile users.

Strategy 66

Strategy Mobile Systems Review Scale 66

Tom Tunguz

OCTOBER 26, 2020

Attract a customer, engage them, sell them a contract, onboard them, ensure they achieve their objective. Attract a talented candidate, engage them, hire them, onboard them. That’s the key difference. That’s the funnel. The cycle starts again.

Startup 279

Startup Onboarding Enterprise Metrics 279

TechEmpower SaaS

MARCH 4, 2024

Instead of just counting clicks, AI can analyze a range of factors like user engagement duration, the relevance of ad placement in relation to the content being viewed, and historical purchasing behavior of the viewers. This not only speeds up hiring but also lowers the costs associated with lengthy recruitment cycles.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

Intercom, Inc.

SEPTEMBER 15, 2020

Customer engagement has never been more essential to business survival. Successful customer engagement depends on sending the right message, at the right time, and in the right place. You can easily target your audience using criteria such as their behavior in your product, say, or their engagement with prior messages.

Scale 231

Scale Mobile Engagement Onboarding 231