SaaStr

NOVEMBER 27, 2024

How to Make Onboarding Work for SMBs While in some cases, selling to SMBs is easier than Enterprise in many ways, one way in which it’s fundamentally harder is onboarding. The user just leaves if it’s too hard, and yet you can’t have a 4-second onboarding process with complex software. Most sales reps hate it.

SaaS Payments 261

SaaS Payments Payments Payment Solutions Payment Services 261

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

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. Qwilr is the tool of choice for scaling B2B sales teams.

Scale 55

Scale Onboarding Government compliance 55

SaaStr

JANUARY 8, 2025

It was started in 2014 when founders Daniel and Jonathan were working together at a delivery startup and experienced firsthand how slow background checks were slowing down worker onboarding. Enhancing implementation and onboarding processes.

Revenue 300

Revenue Scale Sales Hiring Compensation 300

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 244

Merchant Services Payment Solutions Onboarding Payments 244

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 291

AI Search AI Artificial Intelligence B2B 291

SaaStr

DECEMBER 12, 2024

They improve onboarding, and integrations, and training, and sales comp plans, and more, and that all helps and is crucial. And this is the similar journey I see with many SMB SaaS start-ups. Growth gets strong, customers are happy but churn still remains stubbornly high. It comes down a bit, but not enough.

Churn 278

Churn SMB Payments Payment Solutions 278

SaaStr

NOVEMBER 1, 2024

One caveat: if your product requires significant onboarding and business process change, monthly pricing sometimes just doesn’t work. Once you have a brand that customers trust, more will prepay annually. In the beginning, at a minimum, you may need to do more paid trials and proofs-of-concepts, or quarterly/monthly deals.

Payment Features 265

Payment Features SaaS Churn Pricing 265

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

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? What are they?

Onboarding 52

Onboarding Benchmarks Engagement Data Analysis 52

SaaStr

APRIL 13, 2025

If your product doesnt have AI capabilities baked inwhether its automating workflows, improving onboarding, or delivering predictive insightsits going to feel outdated fast. Onboarding should feel seamless, insights should be delivered without lifting a finger, and workflows should practically run themselves.

AI 166

AI B2B Startup Innovation 166

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 208

AI Scale Education User Experience 208

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. Criteria for activation: Customer completes onboarding within 30 days. Thats a disaster for your business. using 20 out of 25 features).

Scale 148

Scale Compensation Retention Churn 148

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

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. Want revenue share and fast onboarding? So, which fintechs offer the best PayFac-as-a-Service? Eventually.

PayFac as a Service 179

PayFac as a Service Merchant Services Payfac Payments 179

SaaStr

MARCH 16, 2025

Create systems that can onboard quickly when you find successful channels. You must: Document everything Create training programs Establish regular check-ins Implement proper tooling The Scale-Up Planning : When building beyond 10 people, design for 30-40.

Scale 249

Scale Sales Hiring Scaling Marketing 249

SaaStr

APRIL 2, 2025

Not all reps can work with the limited support, onboarding, and training you get at a start-up. And while sales is pretty similar in SaaS at a given price point / ACV, different products are still different to sell.A rep good at one product can fail at selling another. Training and support matter. They may not immediately hit quota (few do).

Sales Hiring 180

Sales Hiring Sales Onboarding Pricing 180

SaaStr

JANUARY 19, 2025

10 Ways Sales is Different in Vertical SaaS with Mangomints VP of Sales Just an A+ session on the Top 10 ways SaaS is different in vertical SaaS, from who you hire in sales to how you do support and onboarding. How Kyle does it here: #3.

Scale 189

Scale Sales Hiring Scaling SMB 189

SaaStr

MAY 15, 2024

In many ways, they have to do better with UI/UX, onboarding, and conversions. To maximize this fact, you need to have the right onboarding processes in place to recapture those people. Often, people just aren’t using it enough, or need better onboarding. You can’t spend enough time on onboarding. 25% isn’t unusual.

Subscription 307

Subscription Payment Features B2B Mobile 307

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

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 192

Scale Sales Hiring Scaling Headcount 192

SaaStr

MARCH 24, 2025

Customers expect AI to be baked into your product, whether its automating workflows, improving onboarding, or delivering predictive insights. Onboarding should feel seamless, emails should write themselves, and insights should be delivered without lifting a finger. Now It’s Time to Make It S-Tier. Mediocre AI wont cut it. #2.

AI 147

AI Trends SaaS AWS 147

SaaStr

JUNE 10, 2024

Forcing a rep to own onboarding, or post-sales support, that resents or doesn’t want to do it is worse than any other alternative. Secondary incentives and spiffs don’t work too well here A small spiff for handling onboarding? You want your sellers selling for the most part, period. What’s actionable here?

Sales Hiring 325

Sales Hiring Scale Sales Customer Success 325

SaaStr

APRIL 28, 2025

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. Companies will need to invest more in seamless onboarding, intuitive UX, and automated implementation to match the efficiency of their AI sales process.

AI 201

AI Underperforming Technical Team Sales Technical Review 201

SaaStr

MARCH 13, 2025

Team Building : Have they started hiring and onboarding new reps that you think are at least good ? Even with the same leads and resources you had before, a great VP of Sales should be able to optimize and close more deals. If revenue hasnt improved, thats another warning sign.

Sales Hiring 171

Sales Hiring Scale Sales Onboarding 171

The Daily Egg

SEPTEMBER 23, 2020

From employee onboarding to training, risk and compliance, payroll, and benefits administration, HR departments are the backbone of businesses. Human resources is one of the most important departments of any business. But having an in-house HR staff is expensive.

Outsourcing Services 353

Outsourcing Services compliance Onboarding Business 353

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.

B2B 307

B2B Startup SaaS Onboarding 307

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

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. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX.

Scale 113

Scale Sales Recruiting Sales Hiring AI Search 113

Payrix

NOVEMBER 7, 2024

Jess Kirkpatrick, Senior Director of Risk, Fraud, and Underwriting “What is the one thing you want software companies to know about merchant onboarding and underwriting?” Software companies can streamline merchant onboarding by ensuring their customers are prepared to share this data, allowing for efficient account processing.

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130