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How to Create Client Onboarding Process in Financial Services

User Pilot

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

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Top 7 Reasons For Customer Churn in SaaS and Tips to Address Them

User Pilot

What are the reasons for customer churn in SaaS? And how can customer success teams address them to ensure product growth? As a SaaS company, your ultimate goal is to retain customers and keep them happy with your product. 3: Poor customer service or experience with the sales teams can make customers churn.

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Everything we’ve learned about scaling sales

Intercom, Inc.

It’s no surprise that one of the key levers for growth as you go from startup to scale-up is your sales team. How quickly you’re able to accelerate growth depends on your ability to build a nimble sales org and develop a strong sales strategy. That’s why one of my favorite interview questions is, “What are you passionate about?”

Scale 172
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What is Good B2B Content? Content Leaders on 9 Must-Haves for Standing Out From the B2B Crowd

Buffer Resources

Inaccurate, packed with "filler," or completely AI-generated — bad B2B (business-to-business) content is easy to spot and even easier to find online. Interview them. According to one study, it also costs over $50 billion annually due to wasted resources alone. But what makes B2B content good ? Tough question.

B2B 140
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Avoid Trapdoor Decisions: 5 Lessons Learned from Scaling Stripe (Video + Transcript)

SaaStr

Formerly a senior leader at Google, Claire Hughes Johnson is now Chief Operating Officer at Stripe, where she’s helped guide the online payments firm through rapid growth. Stripe today has more than 1,400 employees and processes billions of dollars for millions of users worldwide. Manual processes first. Dare I say SaaS.

Scale 162
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Why You Need FULL Funnel CRO Right Now

FastSpring

In Dave’s words, “What is it about your product or service that the users say in their own words they love ?” I think SaaS businesses and subscription businesses are particularly bad at having vague, waffley headlines on their homepages,” he states. Stream the entire conversation or read the highlights below. Jump to highlights.

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Sales Hacker Recommends: 97 Best Sales Books for Peak Performance (2020 Update)

Sales Hacker

Strategy and Process. Sales Development and Prospecting. The Sales Development Playbook. Sales Enablement. The Sales Enablement Playbook. Enablement Mastery. The 5 Dysfunctions of a Team. Blueprints for a SaaS Sales Organization. Integrity Selling for the 21st Century. Hacking Sales.

Scale 143