SaaStr

MARCH 3, 2022

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! Outreach is the only solution provider to integrate sales engagement, conversation intelligence, and revenue intelligence into one platform.

Payments 48

Payments Payment Solutions Sales Recruiting Onboarding 48

User Pilot

OCTOBER 10, 2024

Can you imagine what the ideal SaaS customer onboarding process looks like? That’s why we’ll go over what onboarding is in SaaS and analyze 8 onboarding examples from reputable SaaS companies to learn what they’re doing right (or wrong). Miro Miro’s onboarding process is simple. What can you learn from Userpilot?

Onboarding 85

Onboarding SaaS Software Communication 85

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.

Payments 250

Payments SaaS Payments Payment Solutions Payment Services 250

SaaStr

OCTOBER 30, 2024

75% of Customers Are Onboarded By Partners Partners don’t just matter in the enterprise. Agencies and other shops are repsonsible for onboarding a stunning 75% of all HubSpot customers. #2. They recently did an Analyst day though that had some more great data that I thought was super interesting, and worth a deep dive.

SMB 313

SMB CTO Onboarding Scale 313

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 303

Subscription Payment Features B2B Mobile 303

SaaStr

OCTOBER 16, 2024

Everything has to do more and be more automated, from onboarding to email. In the SMB space, the biggest problem is onboarding for complex products. If they aren’t onboarded that day, customers often disappear. Now with automation, people want to be onboarded. If that’s you, how can you eliminate onboarding in your app?

Sales Hiring 318

Sales Hiring Scale AI SaaS 318

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 315

Sales Hiring Scale Sales Customer Success 315

SaaStr

MARCH 14, 2024

Too many of us settle for glacial times to deployment, and are too slow to onboard new customers. Especially in UI/UX, onboarding, and conversions. of Business Mobile App Trials Start in the First 24 Hours This is another area where mobile is way, way ahead of most browser-apps. Do better here.

Mobile 318

Mobile Subscription Payment Features Pricing 318

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 303

B2B Startup SaaS Onboarding 303

Inturact

OCTOBER 22, 2024

User onboarding and activation can make or break your SaaS product's success. But how do you create an onboarding experience that not only welcomes users but also sets them up for long-term engagement?

Onboarding 99

Onboarding SaaS Engagement Strategy 99

SaaStr

MAY 19, 2020

Better Onboarding Helps Even More in Stressful Times. So make it even easier to onboard. Sometimes with lower budgets, but with budgets nevertheless. Be that product that helps them hit it. Even customers and prospects in strong segments are still under stress. We’re all stressed. Your app likely can be far easier to deploy.

Strategy 347

Strategy Travel Market Segmentation Onboarding 347

SaaStr

SEPTEMBER 7, 2024

Onboarding has to be much slicker for SMBs. One of the lesser-discussed challenges with more complex SMB SaaS is there’s often no one to implement and managing onboarding and business process change. The average Mangomit customer has half the front office labor they did 4 years ago. Automation and AI solve this. #3.

SaaS Payments 314

SaaS Payments Payments Payment Methods SMB 314

SaaStr

NOVEMBER 12, 2021

A consistent onboarding system that predictably creates early sales rep success. Your sales rep onboarding is your partner onboarding process. This is somewhere in between a customer onboarding and employee onboarding system. . A sales recruitment system that attracts and retains the very best talent.

Sales Recruiting 300

Sales Recruiting Sales Technical Support Onboarding 300

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 274

AI Search AI Artificial Intelligence B2B 274

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 324

Outsourcing Services compliance Onboarding Business 324

The Daily Egg

JULY 29, 2021

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

Onboarding 317

Onboarding Engagement Management 317

SaaStr

OCTOBER 10, 2022

A chat bot isn’t going to solve my onboarding challenges. But only in the earlier days do you want your CS team doing everything from onboarding to deployment to solutions implementation to follow-up to account management. But then they are off to the next deal. They aren’t going to work on deployment. They don’t have time.

Customer Success 331

Customer Success Sales Hiring Scale Interviewing 331

SaaStr

SEPTEMBER 30, 2024

Even complex onboarding to be fully automated. 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. Not crappy interactions that just return crummy results.

AI Search 300

AI Search SaaS Headcount AI 300

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. This isn’t just our opinion - our startup metrics prove it!

Generative AI 443

Generative AI Artificial Intelligence AI New CTO 443

SaaStr

NOVEMBER 21, 2023

Tip #2: Rapidly Scale Across The Globe With AI Onboarding and Training Imagine bringing a whole bunch of employees into your organization. So, how do you train and onboard new employees and make them productive? By having AI as the onboarding and training co-pilot. To seamlessly onboard and train for rapid growth.

AI 289

AI Scale Generative AI Sales Hiring 289

SaaStr

DECEMBER 26, 2020

They make your onboarding smoother. If the business process change and onboarding in your app are complex, then often, the smallest customers are the least happy. The startups I’m involved with that have happy SMB customers have much higher brand awareness around $10m in general than those that don’t. Often, much better.

SMB 361

SMB Sales Hiring Marketing Enterprise 361

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 funnel. But add a step: solicit a testimonial, ask for a referral to a friend, cross-sell another product. The cycle starts again.

Startup 279

Startup Onboarding Enterprise Metrics 279

SaaStr

JULY 26, 2022

Get better at onboarding. A lot of churn lurks in poor onboarding. What features are so valuable that customers don’t just buy — but they stay? I don’t see enough SaaS SMB company relentlessly talking about the impact of new features on retention. And measuring it. But it rarely gets enough attention with SMBs.

SMB 363

SMB Churn Payment Services SaaS 363

SaaStr

JULY 11, 2024

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? Almost all founders find that fewer customers are onboarded as quickly as they think. Ideally, 90% of your customers are onboarded in the shortest period.

Sales Hiring 274

Sales Hiring Scale Marketing Interviewing 274

SaaStr

JULY 9, 2021

A few thoughts: Do better onboarding. Most startups, even up to $20m, $30m+ ARR, do a really poor job of training and onboarding new sales hires. Yet, it’s the top skill of almost every successful sales rep. 80% of deals don’t close themselves. Probably 90%. Ok now — how do you solve some of these problems?

Sales Hiring 302

Sales Hiring Sales Pricing Onboarding 302

SaaStr

FEBRUARY 14, 2024

One thing that has positively changed for customer success, especially for the SMB-focused, is far larger onboarding teams. This is great news because onboarding is one of the best ways to bring down churn for SMBs. For example, an SMB that barely logs into a computer should be able to onboard without the need for a human.

Customer Success 297

Customer Success Sales Hiring Scale Headcount 297

SaaStr

OCTOBER 15, 2021

If your product needs onboarding — just do it. Onboarding, done right, is a strategic weapon. If your product is very easy to use, it won’t cost you that much. If it isn’t, it will force you to make it easier to use ;). A bit more on that here. You can’t necessarily automate away everything.

Onboarding 301

Onboarding Software Branding Scaling 301

The Daily Egg

APRIL 6, 2023

Rocketlane is an early-stage B2B tech company focusing on customer onboarding and professional services automation (PSA). The company is already making waves. The post Rocketlane Review appeared first on The Daily Egg.

Technical Review 280

Technical Review B2B Onboarding 280

SaaStr

OCTOBER 25, 2023

Leveling Up PLG to Accelerate SMB Customers, Including More Attention to Onboarding I love seeing this, it can seem hard to invest heavily in small customers, but if you don’t especially invest in onboarding, that’s a big shame.

SMB 295

SMB AI Onboarding Cloud 295

SaaStr

OCTOBER 25, 2021

“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.” Doesn’t create enough urgency to get over initial hurdle of onboarding.” And it was early. I had to try. .

Pricing 324

Pricing Scale Enterprise B2B 324