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 257

SaaS Payments Payments Payment Solutions Payment Services 257

Predictable Revenue

MARCH 14, 2022

The post Should AEs Be Training and Onboarding SDRs? Learn the top five reasons why AEs should be included in the SDR training process, and how greater communication between these roles can help you close more deals. appeared first on Predictable Revenue.

Onboarding 263

Onboarding Communication Revenue Development 263

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 317

Sales Hiring Scale AI SaaS 317

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 54

Scale Onboarding Government compliance 54

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 293

Revenue Scale Sales Hiring Compensation 293

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 240

Merchant Services Payment Solutions Onboarding Payments 240

SaaStr

JANUARY 15, 2025

Remove Friction with Free Onboarding For SMB customers in vertical SaaS, paid onboarding can be a deal-breaker.90% Marchelle takes a strong stance with onboarding: “If it’s mission-critical to do business with you, just make it free. Make these things easier.”

Scale 274

Scale Sales Hiring SaaS Payments Sales 274

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 284

AI Search AI Artificial Intelligence B2B 284

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 273

Churn SMB Payments Payment Solutions 273

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 261

Payment Features SaaS Churn Pricing 261

SaaStr

DECEMBER 18, 2024

For PLG to work in practice, Jason emphasized these critical requirements: A market truly large enough to support millions of users A self-serve product that’s incredibly elegant and self-onboarding The ability to build something as good as or better than products like Zoom or Canva So if you can’t build a product that is epic and self-onboarding (..)

Venture Capital 260

Venture Capital Scale Sales Hiring Startup 260

SaaStr

FEBRUARY 8, 2025

This requires a fundamental shift in how CS operates: The Product-CS Partnership Modern CS leaders are: Partnering with product teams to build success directly into the user experience Creating intuitive progression paths that naturally guide users to deeper value Building early warning systems using product usage data Using tools like Gong to scale (..)

Customer Success 269

Customer Success Scale Government Systems Review 269

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 200

AI Scale Education User Experience 200

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 241

Scale Sales Hiring Scaling Marketing 241

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 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 184

Scale Sales Hiring Scaling Headcount 184

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 167

Sales Hiring Scale Sales Onboarding 167

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

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

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.

Payment Features 301

Payment Features Subscription B2B Mobile 301

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 322

Sales Hiring Scale Sales Customer Success 322

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

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

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

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 301

B2B Startup SaaS Onboarding 301

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 111

Scale Sales Recruiting Sales Hiring AI Search 111

Stax

MARCH 16, 2025

A lack of onboarding Onboarding is critical when it comes to successful user adoption of a new product. If they lack the guidance and support they need for onboarding, then they are more likely to abandon your software from the beginning and go to another provider that offers them ample onboarding materials.

Payment Solutions 88

Payment Solutions Software Review Churn SaaS Payments 88

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 348

Strategy Travel Market Segmentation Onboarding 348

SaaStr

NOVEMBER 20, 2024

Once they brought it to market, they knew they needed better user admin features, onboarding capabilities, SSO integration, etc. As Github’s individual developers were loving it, the broader team realized there was a SKU and opportunity here to launch a new product.

Scale 261

Scale AI Scaling Marketing 261