SaaStr

MAY 10, 2025

Nail Onboarding, and Make It a Key KPI for CS Onboarding is where you win or lose customers. Use it to guide customers through onboarding and deliver value quickly. This is especially critical for enterprise accounts, where relationships often determine renewals and expansions. And relentlessly bring it down. Even today.

Sales Hiring 229

Sales Hiring Customer Success Scale Retention 229

SaaStr

APRIL 28, 2025

Imagine running a complex sales call with an enterprise prospect asking about specific integrations or implementation details. Product Will Need to Be More Self-Serve As AI handles more of the sales and onboarding process, there will be increased pressure to make products truly self-deployable.

AI 244

AI Underperforming Technical Team Sales Technical Review 244

SaaStr

DECEMBER 22, 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. Workato is the leading Enterprise Automation Platform.

Scale 54

Scale Onboarding Government compliance 54

SaaStr

JANUARY 31, 2022

Having learned from thousands of customers and prospects, Sarah Lash, Envoy’s head of enterprise sales, will talk about what it takes to guide and scale enterprise sales programs during an uncertain future. Our role as leaders is to onboard, train, and use whatever methods possible to get the team excelling at both.

Sales Recruiting 246

Sales Recruiting Sales Hiring Scale Enterprise 246

User Pilot

NOVEMBER 7, 2024

Top customer success management platforms for mid-market and enterprise companies. Zapscale – from $500/month to $2000/month and customizable enterprise packages. Userpilot – from $250/month to $800/month and customizable enterprise packages. Automated customer onboarding. G2 rating : 4.4 G2 rating : 4.8

Customer Success 105

Customer Success Enterprise Software Review Startup 105

SaaStr

AUGUST 9, 2021

Selling to enterprise is no easy feat, and it can be a lengthy, complex process. Michael Sindicich, GM of TripActions Liquid, understands what it takes to close big deals and boost enterprise win rates. He was the VP of Enterprise Sales until recently moving to help build TripActions Liquid, the company’s new Fintech product offering.

Scale 290

Scale Sales Hiring Enterprise Sales 290

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 238

Merchant Services Payment Solutions Onboarding Payments 238

SaaStr

OCTOBER 3, 2023

PST, Bo Borland, founder, and CEO of playbuilt, shares four steps for creating repeatable success at every stage of growth, specifically in B2B Enterprise. Moving From SMB To Enterprise — A combination of pre-sales like solution or sales engineering, customer success, and a more robust revenue ops function.

Enterprise 288

Enterprise B2B Scale SMB 288

SaaStr

SEPTEMBER 28, 2023

In this new SaaStr series called “What’s new at…,” Jason Lemkin chats with WorkOS CEO and founder Michael Grinich about what it takes to be Enterprise ready in SaaS, building vs. buying, and who the stakeholders are in a B2D motion. They offer all the features you need to sell to Enterprise customers. WorkOS is 4.5 No, you can’t.

Enterprise readiness 280

Enterprise readiness Payment Solutions Enterprise Payments 280

USIO

FEBRUARY 19, 2025

Usio PayFac-as-a-Service Without the Drama Best for: SaaS companies that want revenue share, fast onboarding, and actual human support. Biggest Perk: Handles compliance, risk, and merchant onboarding so you dont have to. Biggest Perk: Global reach and enterprise-grade security. Want revenue share and fast onboarding?

PayFac as a Service 179

PayFac as a Service Merchant Services Payfac Payments 179

SaaStr

NOVEMBER 20, 2024

Once they brought it to market, they knew they needed better user admin features, onboarding capabilities, SSO integration, etc. They ended up shipping Copilot for Business for non-GitHub Enterprise users, which was a commercial success. They took it as its own SKU that could be opened up into new and adjacent markets.

Scale 260

Scale AI Scaling Marketing 260

SaaStr

MARCH 18, 2022

New customers add value to your CABs with their fresh experience with your sales cycle and onboarding processes. Will you onboard future Account Executives with recorded CAB calls? Your legacy customers will give you rich information on how you’ve grown already. Keep in mind that prospective board members lead busy lives.

Sales Recruiting 246

Sales Recruiting Enterprise Onboarding Investment 246

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

Intercom, Inc.

JUNE 15, 2022

But focusing on the core product can often come at the expense of deeply considering what the onboarding process – the real-world process customers have to go through to start getting value from the product – will be like. Onboarding is critical to the success of your product. the onboarding process, but lost precious time.

Onboarding 194

Onboarding Underperforming Technical Team Software Review Technical Review 194

SaaStr

MAY 15, 2024

In many ways, they have to do better with UI/UX, onboarding, and conversions. Lesson #1: Maximize the Blurred Lines Between Consumer, Prosumer, and Enterprise There are a lot of differences between consumer and B2B audiences, as you can see in this chart, but the lines are blurring more and more. average realized LTV.

Subscription 297

Subscription Payment Features B2B Mobile 297

SaaStr

MAY 30, 2024

But if you have a product today that has thousands of users (not millions) and requires onboarding, selling, training … the odds you can build a freemium product that will make any money is close to nil. If you start there, and do OK there, you can then go upmarket. Your product and your team will have the DNA. Are you committed to that?

B2B 297

B2B Startup SaaS Onboarding 297

SaaStr

JULY 26, 2022

So in theory, SMB SaaS is better than enterprise, at least 9 times out of 10: Deals close much faster. But beyond all the other Pros and Cons of SMB vs enterprise, there’s one looming issue with SMB SaaS: Churn. Enterprises take decades to go under. Get better at onboarding. A lot of churn lurks in poor onboarding.

SMB 363

SMB Churn Payment Services SaaS 363

SaaStr

MAY 4, 2025

Sales, Support, Success and Marketing Roles Will Soon Start to Blend AI will enable salespeople to handle more of the customer lifecycleprospecting, closing, onboarding, and even customer success. Enterprise sales may require just as many humans as ever. This is already happening in customer support, and sales is next.

AI 154

AI Scale Sales SMB 154

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

OCTOBER 11, 2024

Multi-cloud really didn’t arrive for many years in a high penetration rate of how enterprises were building their applications. Jasper has also evolved into a multimodal model because Enterprise companies wanted to provide personalized images. People were just building on one infrastructure, by and large.

Cloud 164

Cloud AI Artificial Intelligence Healthcare 164

SaaStr

OCTOBER 16, 2020

“Most Enterprise” Vendor. And it matters a lot in the enterprise. But there’s a “carrot” flip-side: making it 10x easier to onboard than the competition does. No Contract At All. Yes, a long-term contract is a “stick” moat. Yes, a long-term contract is a “stick” moat.

Enterprise 363

Enterprise Branding Onboarding SaaS 363

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

SaaStr

JUNE 18, 2020

But many more enterprise buyers don’t want to do the work. They want the vendor to set everything up, do the onboarding, etc. Your Software Has To Be Good Enough to Self-Onboard. If your product doesn’t in essence auto-onboard the users in seconds or at least minutes, it’s not good enough for a Free Trial. Be honest.

Onboarding 286

Onboarding Enterprise Branding B2B 286

SaaStr

OCTOBER 25, 2021

“[You] have to get some sort of dollar commitment for pilots in Mid Market and Enterprise deals. “Unless your product has a huge TAM to cast your net in, no-touch onboarding, and an obvious first “wow” moment you’re trying to reach, free trials and/or freemium pricing does not work well.”

Pricing 319

Pricing Scale Enterprise Onboarding 319

SaaStr

MARCH 18, 2025

This realization led to a fundamental shift in strategy, allocating resources to hiring and onboarding rather than lead generation. Most scaling companies experience some productivity dilution as they add more layers and complexity, but Wiz maintained consistent per-employee output throughout their hypergrowth phase.

Scale 182

Scale Sales Hiring Scaling Headcount 182

SaaStr

SEPTEMBER 11, 2024

It wasn’t long before they landed their first Enterprise customer in 2012. Your First Enterprise Customer Lucid’s first Enterprise customer was a large publishing house in the U.K. Complex Adoption, Usage, and Engagement Onboarding and training look different for a customer vs. a user in PLG.

Scale 304

Scale Scaling Sales Hiring compliance 304

SaaStr

JULY 11, 2024

Can Early-Stage Startups Run PLG and Enterprise GTM Motions at the Same Time? Canva and Asana began as self-serve, and Canva just held an Enterprise event. If you don’t already do self-onboarding and procuring, it’s wildly difficult to add later. What percent are onboarded in the fastest time possible?

Sales Hiring 282

Sales Hiring Scale Marketing Interviewing 282

SaaStr

MARCH 14, 2024

Too many of us settle for glacial times to deployment, and are too slow to onboard new customers. No one outside of the enterprise wants to buy today and deploy next month. #4. Especially in UI/UX, onboarding, and conversions. Do better here. In mobile, you have to, or folks are on to the next app.

Mobile 318

Mobile Subscription Payment Features Pricing 318

SaaStr

OCTOBER 21, 2023

Once the customers get large enough, and you have a brand … in the enterprise, for six figure deals … almost all will want to pay annually via invoice. Even as its gone pretty enterprise. Smartsheet wants them to, and pushes / forces them to, due to the work required in onboarding.

Data 279

Data SMB Payment Features Churn 279

Tom Tunguz

MARCH 28, 2021

Some examples include streamlining customer onboarding. The increase in ACV, number of million dollar customers, and bookings composition implies the compnay pushed to serving bigger, enterprise customers. Larger enterprise contracts imply longer contract terms and larger pre-payments, boosting these figures. Why is this?

Payment Services 359

Payment Services Metrics Payment Solutions Payments 359

SaaStr

SEPTEMBER 30, 2024

Even complex onboarding to be fully automated. Complex enterprise business process change still takes time. Why can’t my payroll app handle onboarding and 401k and pension and contractors? We’re all getting used to working the OpenAI way. Now customers expect your product to work just as elegantly, or more so.

AI Search 296

AI Search SaaS Headcount AI 296

SaaStr

JANUARY 12, 2022

“For large enterprise customers, your stakeholder map is almost always too small” — Alex Farmer, VP CS, Cognite Data. Another top mistake SMB folks make trying to sell enterprise. You lose enterprise deals when someone that knows the playbook outsells you by getting to all the stakeholders. A good one.

CTO Hire 323

CTO Hire Sales Hiring New CTO CTO 323

Tom Tunguz

OCTOBER 26, 2020

I’ve been preparing my session for the NY Enterprise Tech Meetup later this week on the Essential Guide to SaaS Metrics. 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. Funnels simplify metrics.

Startup 279

Startup Onboarding Enterprise Metrics 279

User Pilot

NOVEMBER 28, 2024

How much it costs (spoiler: it’s for enterprise plans only). But here’s the kicker— session replay is only available as an add-on for enterprise plans. And let’s be real: enterprise plans are on the pricey side. You can scale unlimitedly with add-ons for Growth or Enterprise plans. What is session replay in Mixpanel?

Software Review 105

Software Review Enterprise Pricing compliance 105

SaaStr

JULY 31, 2020

Keep in mind that Conversation Intelligence is the fastest-growing segment in sales technology, with much traction in the enterprise. There is an increased urgency in business – more risk, more potential, more importance on onboarding and customer success,” said Benton. . Yet the growth is likely to accelerate.

Scale 359

Scale Artificial Intelligence Payments Payment Services 359

SaaStr

OCTOBER 5, 2022

Combine product-led and enterprise-led growth. Combining product-led growth (PLG) with enterprise sales is a multiplier effect. When engineered right, combining PLG motions with enterprise sales accelerates growth by engaging with different customers in precisely the way they want. In reality, it doesn’t have to be an either-or.

VP of Engineering 245

VP of Engineering Scale Scaling Sales Hiring 245

Tom Tunguz

APRIL 1, 2020

The Federal government has become an important target for new business, particularly for enterprise companies because the budgets are stable. How do you onboard an employee entirely remotely? Management teams are learning to lead teams entirely on video. It’s a question that keeps popping up.

Headcount 329

Headcount Payment Services Government Innovation 329