Payrix

FEBRUARY 4, 2025

The master merchant simplifies the onboarding process for sub-merchants by handling the complexities of payment integration, security requirements, and compliance. This model allows sub-merchants to focus on their core activities while benefiting from streamlined access to payment services. 3 things you should know about a master merchant 1.

Merchant Services 130

Merchant Services Payment Services Payments SaaS Payments 130

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

FastSpring

JULY 12, 2019

Here’s a quick guide to help you understand customer lifetime value and learn how you can use this subscription finance metric to improve your business. Adopting this customer-centric mindset often starts as early as the onboarding process. The post Subscription Finance: What is Customer Lifetime Value?

Customer Lifetime Value 99

Customer Lifetime Value Payment Features Finance Subscription 99

SaaStr

FEBRUARY 23, 2023

Through our #1 SaaS-based Global Employment Platform , we help find, hire, onboard, pay, and manage team members, quickly and compliantly, to expand growth opportunities for everyone, everywhere – without the hassle of setting up local subsidiaries or branch offices.

Payment Services 279

Payment Services Merchant Services Payments Embedded Payments 279

ChurnZero

JUNE 9, 2023

Finance understands this intuitively, so they are inclined to support budget requests that will help teams close more deals. So said Randy Wootton , chief executive officer at Maxio and Alli Tiscornia , chief customer officer at ChurnZero in our webinar, “ Finance & CS: Charting a path to profitability.”

Finance 98

Finance Metrics Customer Success Headcount 98

Payrix

APRIL 17, 2025

Must develop sub-merchant onboarding and management systems. It also simplifies the merchant onboarding experience for small and medium-sized businesses, allowing them to start accepting payments quickly. Taking it a step further, todays payment facilitator plays an important role in embedded finance products and services too.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

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. Bigin’s interactive demo.

Payment Methods 103

Payment Methods Payment Solutions Software Review SaaS Payments 103

Payrix

APRIL 28, 2025

A pain-free, digital implementation process Youll know youve found a great match in a payments partner if they prioritize the seamless integration and digital implementation of software-led payments and other Embedded Finance solutions.

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

Intercom, Inc.

JANUARY 21, 2020

I examined the first screen that loaded in 25 popular iOS apps across a variety of use cases (such as social media, retail, services, personal finance, and more). Personal finance: (PayPal, Revolut) 41.0%. Here’s what this process looked like for the Apple Music app: About 36% of the first screen of Apple Music’s iOS app contains text.

Mobile 291

Mobile PayPal Social Media Underperforming Technical Team 291

User Pilot

FEBRUARY 2, 2022

Perhaps the most common app onboarding design problem is trying to build your entire onboarding process from scratch. It’s much smarter to study app onboarding best practices and work with onboarding software that will massively reduce your labor time. What is app onboarding? Book a Userpilot demo today!

Payment Solutions 98

Payment Solutions Onboarding Software Review Social Media 98

User Pilot

MAY 27, 2025

When you think of Whatfix, your mind probably goes to a digital adoption or an employee onboarding platform. Some of its key features include: User onboarding: Whatfix lets you create intuitive onboarding flows that guide new users through key features with step-by-step, in-app instructions, helping them get value from day one.

Technical Review 93

Technical Review Mobile Software Review Systems Review 93

SaaStr

JANUARY 6, 2021

How do you scale a company based that can be collaborative for everyone in your org — from finance to marketing? When Howie first started the company, they made the commitment to make the product experience more intuitive without taking away from the elegance of the onboarding experience.

Scale 282

Scale Software Review Scaling Sales Hiring 282

Stax

OCTOBER 13, 2024

The main difference between Quicken and QuickBooks is that Quicken is primarily a personal finance management software while QuickBooks is a full-featured small business accounting software. Quicken includes features that let users view the complete picture of their personal finances on a single dashboard.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

SaaStr

SEPTEMBER 29, 2019

Or many finance apps. for a lot of onboarding of data and processes. Your product requires a significant amount of multi-step or manual data entry to have any value. This is common with many HR apps for example, that often have no value unless the org is populated with lots of data. The product is too clunky for a Free Trial.

SaaS 206

SaaS Finance Consulting Enterprise 206

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

Practical Advice on SaaS marketing

FEBRUARY 1, 2020

Companies need effective onboarding, training and support in place to ensure customers are satisfied. But that means the purchase decision for the new solution now involves the Finance executive, not just the HR administrator. Without that, customers won’t even consider purchasing more.

Finance 201

Finance SaaS Churn Onboarding 201

SaaStr

APRIL 9, 2024

Across digital labor, there’s an incredible opportunity to apply AI toward talent and HR, finance, supply chain, and procurement. CrushBank is seeing support engineers onboarding faster, increasing the number of help desk tickets to close, and decreasing the time to resolution. It’s tedious and not very fulfilling.

AI 302

AI Outsourcing Services Outsourced Development Government 302

SaaStr

JULY 20, 2022

profile/background, hiring criteria, onboarding) and then apply a standard process (tools and ongoing training, sales process and methodology) that leads to a standard output (productivity and attainment). Hire according to empirical indicators, not the financing plan. Come up with a list of standard inputs (i.e.,

Scale 261

Scale Technical Advisors Sales Hiring Technical Review 261

Intercom, Inc.

NOVEMBER 7, 2019

So they created a software that provides control, visibility, and payment methods for corporate finance teams. So we said, “How can we take the innovation around payment and integrate it into a piece of software that will make it usable for finance teams and modern companies?”

Scale 162

Scale Payment Methods Payment Solutions Marketing 162

Valuize Consulting

NOVEMBER 25, 2024

This guide emphasizes the importance of making informed decisions based on robust data and financial models, fostering a deeper understanding between Customer Success and Finance. Tools like NPV not only quantify the expected impact but also help bridge communication with finance teams. What is the business case for the initiative?

Payment Services 52

Payment Services SaaS Payments Customer Success Payments 52

SaaStr

JULY 10, 2021

Everyone here I think actually has a different background that they bring to the table, whether it’s a programmer, whether it’s in finance, whether it’s in law. They work with the CEO to figure out the financing strategy. There’s more ways to think about the cash flow and financing of the company.

Sales Hiring 265

Sales Hiring Underperforming Technical Team Development Team Review CTO Hire 265

How To Buy Saas

MAY 29, 2025

This article goes beyond the buzz to show how AI is already driving results in SaaS, finance, retail, and operations, with lessons and case examples that any executive can learn from. The payoff is faster, more confident decisions: AI-augmented analytics have become indispensable tools in corporate strategy and finance teams.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Stax

JANUARY 23, 2025

The merchant underwriting process is a critical step that payment processors and financial institutions use to assess the risk associated with onboarding new businesses. By thoroughly assessing merchants, processors can: Reduce fraud and chargebacks by identifying potentially fraudulent or non-compliant merchants before onboarding them.

Merchant Services 68

Merchant Services Payment Services Payment Methods Development Team Review 68

Intercom, Inc.

JULY 25, 2022

Customer engagement is defined as communicating with your customers over the course of their journey – from acquiring, onboarding, and nurturing to supporting and retaining – to help them get to the outcome they want. Modern customer engagement is a newer discipline than more established, traditional functions like HR, finance, or IT.

Technical Review 209

Technical Review Engagement Artificial Intelligence Systems Review 209

BetterCloud

NOVEMBER 1, 2024

Let’s say you already automate onboarding using some kind of end-to-end SaaS management platform like BetterCloud. Be a SaaS budget hero to Finance and Procurement Undoubtedly, you should share these important SaaS spending insights with your financ e and procurement departments.

Management 52

Management SaaS Payment Features Scale 52

SaaStr

JUNE 27, 2024

In 2020, they still didn’t have a finished product until May, when they onboarded their first customer. If you hire a really good CFO, that person helps you figure out finances but also helps you deeply understand your business and drive significant change. Remote started in 2019 with nothing: no money and not a very good idea.

Scale 264

Scale Sales Hiring Scaling Sales Recruiting 264

Sales Hacker

SEPTEMBER 2, 2020

Instead of meeting the customer face to face, an inside sales rep will cold call potential leads, perform product demonstrations, and schedule a series of onboarding sessions. The customer is walked through the entire sales and onboarding process by a dedicated account representative. ACV and $17M ARR. Veedeeo: $3k ACV and $300k ARR.

Scale 131

Scale Outsourcing Services Sales Technical Review 131

Intercom, Inc.

AUGUST 30, 2022

Can we easily onboard new employees or teams as our numbers grow? How much training will this tool require for onboarding and maintenance? Using Brex also saves time for your finance team (or, depending on headcount, your finance person ??) Questions to ask. Can we add more features as our needs change?

Scale 163

Scale Payment Services Startup AWS 163

User Pilot

AUGUST 30, 2024

Whether you’re a seasoned professional or new to the field, understanding the nuances of customer onboarding coordinators is essential for success. TL;DR A customer onboarding coordinator is a professional responsible for guiding new customers through the initial stages of using a product or service.

Onboarding 52

Onboarding Sales Hiring Underperforming Technical Team Technical Review 52

Subscription Flow

DECEMBER 27, 2023

Once you get onboard, you can be free of worries regarding recurring billing, payment processing, and revenue management. Xero not only provides a reliable platform for businesses to manage their finances but also establishes a foundation of trust and integrity in handling sensitive financial information.

Payment Features 59

Payment Features Payment Services Payments Payment Solutions 59

User Pilot

DECEMBER 13, 2023

Transforming findings into JTBDs involves analyzing user interviews to create concise, actionable goals reflecting customer needs, like crafting a JTBD for a budgeting app to “quickly understand finances,” ensuring your product meets real customer desires. This helps make the onboarding experience more relevant and effective.

Software Review 105

Software Review Underperforming Technical Team Interviewing Innovation 105

ChurnZero

APRIL 25, 2025

Onboarding and retention strategies are standard practice. CS teams will thrive when they ensure strategy and tools are cross-functional with sales, finance, and product. Today, now that cash flow and cost efficiency reign supreme, you need to reverse-engineer the mindsets of your customer’s finance team.

Forecasting 52

Forecasting Customer Success Payments Data 52

BetterCloud

MAY 3, 2022

To give IT a much-needed lifeline, it is more critical than ever to start automating the repetitive, error-prone IT tasks involved with HR processes such as onboarding new employees. In this article, we’ll deep dive into how to automate a great onboarding experience for new hires that also saves your IT team time and sanity.

Onboarding 52

Onboarding Cloud Software Review Finance 52

Intercom, Inc.

OCTOBER 16, 2019

You also need to ensure you have a smooth onboarding process where users obtain value early. On the whole, minimize time-intensive interactions as much as possible, so make sure your onboarding is straightforward and that the application is as intuitive as possible. Goal of website.

Business Model 195

Business Model Scale Pricing Payment Methods 195

ChurnZero

MARCH 24, 2025

Built to support a linear sales process, a CRM doesnt support a dynamic customer journey in which onboarding, product adoption, and the renewal process fluctuate. Missing major customer milestones without clear onboarding, renewal, and status processes. Find out more: the key differences between a CRM and a CSP.

Technology 52

Technology Customer Success Scale ChatGPT 52

Baremetrics

NOVEMBER 25, 2021

A sound hiring plan allocates these expenses in advance so that your team knows when they need to attract new talent, as well as their budget for onboarding them. The hiring plan is a list of all the expected roles you will hire for over the next year, along with the planned month of onboarding and the expected salary range.

Sales Hiring 97

Sales Hiring Sales Recruiting Forecasting Finance 97

Blulogix

MAY 16, 2025

With the right middleware or platform-native integrations, you can automate everything from device onboarding to journal entry creation. CRM triggers the quote Provisioning flags the activation Billing runs the calculation ERP syncs the GL, revenue, and payments This isnt a pipedream. But how smart is your monetization?

Payments 52

Payments SaaS Payments Payment Solutions Payment Services 52