User Pilot

MARCH 7, 2023

That’s why we have ten reasons why your users are canceling their subscriptions and what you can do to mitigate them and drive long-term customer retention. Terrible primary onboarding. Involuntary churn due to failed payments. And what are the most concerning cancellation reasons you could avoid? Keeping bugs unfixed.

SaaS Payments 105

SaaS Payments Payment Features Subscription Payment Methods 105

Stax

FEBRUARY 28, 2024

Here’s an interesting stat: 70% of businesses consider subscription and membership models indispensable for future commercial growth and expansion. They must engineer a well-rounded solution that makes handling subscriptions a breeze (and yes, it is as hard as it sounds). However, only 10% of them currently employ these models.

Payments 88

Payments SaaS Payments Payment Services Merchant Services 88

Blulogix

APRIL 11, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Conquering Channel Business Management In the dynamic landscape of B2B subscription models, channel business management emerges as a pivotal strategy for expanding market reach and enhancing product distribution.

Payment Features 95

Payment Features Subscription B2B Scale 95

User Pilot

AUGUST 6, 2024

Measure your success by monitoring metrics like activation rate, time to value , and onboarding completion rate. This involves upselling , cross-selling , and ensuring continuous subscription renewals. Example: Userpilot hosts regular webinars to attract and educate potential customers: Catch up on Userpilot’s on-demand webinars.

SaaS Payments 103

SaaS Payments Metrics Scale Marketing 103

Teamgate

MAY 14, 2020

We have three words for you: Seamless Customer Onboarding. Historically, customers have been known to stop renewing subscriptions because they start viewing their subscriptions as pointless. How overwhelming is your onboarding process? Create a Holistic Onboarding Experience for Enhanced User Satisfaction.

Churn 90

Churn Onboarding SaaS Social Media 90

Stax

MARCH 18, 2025

However, a SaaS company providing global HR and payroll solutions may have a few hundred customers paying a monthly or annual feein other words, making recurring payments over a longer period of time. Churn is the percentage of customers that end their subscriptions within a certain amount of time. Churn rate.

Scale 117

Scale Payment Services Payments SaaS Payments 117

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Onboarding 98

Onboarding Technical Review Strategy Software Review 98

Totango

AUGUST 12, 2020

Customer onboarding is an introduction to a new way of working. The most effective ways to take the stress out of that transition are to build the customer onboarding experience around simple steps and a clear path to value. 5 Tips to Maximize the Customer Onboarding Experience. Set Milestones. Train Your Customers.

Onboarding 88

Onboarding SaaS Customer Lifetime Value Enterprise 88

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. How to increase customer value during onboarding with Donna Weber. Let me go back to my six-stage onboarding framework.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

Totango

JUNE 3, 2022

Here’s a customer success manager introduction email you can use when onboarding a new client to your company. To get you and your team started, I’d like to schedule an onboarding call at your earliest convenience. An excellent opportunity to engage clients is inviting them to an event, such as a webinar or seminar.

Customer Success 115

Customer Success Payments SaaS Payments Payment Methods 115

Baremetrics

MAY 29, 2020

Here are eight tips to write onboarding welcome emails that drive users back to your product. Don’t overwhelm your users with too many emails at once Have you ever signed up for a SaaS product (or any other type of subscription) and been bombarded with multiple emails all at once? Let’s make sure that doesn’t happen to you.

Onboarding 82

Onboarding Engagement Subscription Payment Features 82

User Pilot

JUNE 17, 2024

TL;DR A customer onboarding specialist helps onboard customers by conducting product tours , answering their questions, and helping them achieve their goals with the product. Product-Led Onboarding (Retention & User Growth). Better Onboarding (Importance & Strategies). Custify Webinars (Customer success, incl.

Onboarding 52

Onboarding Retention Customer Success Churn 52

Totango

AUGUST 16, 2022

Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. Customer retention software is an app that promotes SaaS subscription renewals and reduces churn rates. Onboarding. What Is Customer Retention Software?

Payment Solutions 106

Payment Solutions Payment Methods Retention Customer Success 106

User Pilot

JUNE 26, 2024

Starting a career as a customer onboarding specialist requires understanding the key steps, skills, and experiences needed for success. In this article, we will outline the typical journey for a customer onboarding specialist, covering educational requirements, entry-level positions, potential advancements, and long-term opportunities.

Onboarding 52

Onboarding Technical Review Customer Success Retention 52

Chart Mogul

MARCH 14, 2019

Onboarding emails meet churn indicators. Steph Knapp discusses how you can identify and use weaknesses to optimize your overall onboarding and customer engagement strategy. You may know Steph from her Zendesk Onboarding Email Breakdown featured in our 2018 SaaS Roundup summary. Using Onboarding & Content to Reduce Churn.

Churn 65

Churn Onboarding Engagement Strategy 65

ChurnZero

MARCH 31, 2020

7 Key Takeaways from ‘Fortifying Customer Relationships During COVID-19’ Webinar. The program terms were that once a startup was deemed “profitable,” they’d start paying for their software subscription. They made the decision to offer the bootstrap program to impacted customers who may have otherwise canceled their subscription.

Payment Methods 72

Payment Methods Payment Solutions Software Review Payment Services 72

CustomerSuccessBox

SEPTEMBER 30, 2021

Webinars are a condensed and easy way to find out more about a topic you like. We’ve gathered some of our favorite customer success webinars. Webinar 1 – How to Onboard Customers Remotely. Why Attend: Customers come in all shapes and sizes and their Onboarding needs to be aligned to their needs.

Scale 52

Scale Technical Review AI B2C 52

User Pilot

JANUARY 9, 2023

Personalize the onboarding process according to users’ JTBD. Assuming both new and existing customers spend the same on your subscription service, you get a higher return on investment with retention than acquisition. Some helpful strategies include: Personalize the onboarding process for new customers. Welcome Survey.

Customer Lifetime Value 98

Customer Lifetime Value Retention Marketing Scale 98

CustomerSuccessBox

JUNE 5, 2019

First, let’s answer the question, what does a typical customer journey in the subscription economy look like? A SaaS customer goes through acquisition, onboarding, retention, and upsell. Then, you look to deliver early success milestone during onboarding as the maximum churn happens in the first 90 days.

Payment Features 89

Payment Features Systems Review Technical Review Churn 89

User Pilot

MAY 19, 2021

Hosting a Webinar. Hubspot built its early success off interactive, unforgettable, and useful webinars. Does your product help employees save time while invoicing? Source: Userpilot-Add gifs and interactive videos to your product onboarding with just one click! SaaS Marketing Tactic #5: Hosting a Webinar.

B2B 119

B2B Marketing SaaS Social Media 119

Chaotic Flow

OCTOBER 8, 2013

Sometimes it’s really hard, because the product requires significant onboarding in order to shine. Every purchase activity has potential for automation through e-commerce, including pricing, product configuration, trial account conversion, contract signing, payment, invoicing, billing and collections. Let them buy!

SaaS Payments 200

SaaS Payments Payment Methods Payments Scale 200

User Pilot

AUGUST 14, 2023

Boost user activation by using onboarding checklists to help users complete core tasks. Host webinars to promote new features. Retention: Users keep making repeat purchases after their initial subscription payment. Content formats such as blog posts, newsletters, informative videos, webinars, etc., Welcome survey.

Growth Marketing 98

Growth Marketing SaaS Payments Strategy Payment Methods 98

User Pilot

JUNE 4, 2021

A walkthrough software uses interactive walkthroughs to support new user onboarding. If you get your new user onboarding wrong, it’ll create a domino effect on all your product metrics: Product time to value goes up ; When your time to value goes up, fewer users are activated which means new user activation drops. . Conclusion.

Software Review 98

Software Review Software SaaS Onboarding 98

User Pilot

JUNE 22, 2023

TL;DR Customer churn refers to customers discontinuing their usage or subscription to your product. To reduce churn rate , you can follow practical tactics like: Personalize customer experience from the start by tailoring onboarding and in-app guidance. Implement onboarding checklists to drive users to the activation point.

Churn 98

Churn Retention Onboarding Engagement 98

User Pilot

JUNE 28, 2024

Embarking on a career as a customer onboarding specialist involves a combination of education, skills development, and practical experience. This guide will provide you with a comprehensive overview of the path to becoming a successful customer onboarding specialist. Looking into tools for customer onboarding specialists?

Onboarding 52

Onboarding Customer Success Communication Retention 52

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. During the sales process, including sales appointment scheduling, meetings and payment processes. Guiding customers through onboarding.

B2B 122

B2B Payment Methods Payments SaaS Payments 122

Chart Mogul

FEBRUARY 13, 2025

Subscribers who will stick around, renew their subscriptions, and expand their usage over time are the most valuable customers in SaaS. A subscription analytics platform in the first place, ChartMogul combines SaaS revenue and retention data with customer relationship management in one system. With ChartMogul, its easy.

Scale 52

Scale VP of Engineering Sales Hiring Startup 52

User Pilot

DECEMBER 19, 2023

Design a successful onboarding flow to help users unlock value quicker. Develop an effective onboarding flow to drive customer success An onboarding flow is a way of introducing new customers to your SaaS products or existing customers to new tools and features. Just remember that the onboarding needs to be personalized.

SaaS Payments 103

SaaS Payments Management Customer Lifetime Value SaaS 103

User Pilot

AUGUST 6, 2024

They renew subscriptions and spread positive word of mouth, increasing customer lifetime value , driving sales, and boosting profits. 15 creative customer engagement ideas: Personalize the customer experience by tailoring onboarding flows, dashboards, and messaging to specific user personas. Let’s get started.

Engagement 105

Engagement Retention Social Media Customer Lifetime Value 105

Intercom, Inc.

MARCH 16, 2021

You can also onboard and educate new customers so they’re set up for success with your product from day one and have all of the information they need to get started and overcome common hurdles, such as configuring your app or installing it on mobile. Onboard new customers. Customer retention. Product engagement metrics.

Payment Methods 201

Payment Methods Payments Scale SaaS Payments 201

User Pilot

SEPTEMBER 27, 2024

Let’s face it: without the right user onboarding tools , you can’t deliver a great onboarding experience for your new users. And without a great onboarding experience, your users don’t activate and churn. What are the best user onboarding tools for SaaS in 2024? Email onboarding tools. Video onboarding tools.

Onboarding 52

Onboarding Software Review SaaS Pricing 52

User Pilot

SEPTEMBER 2, 2024

Next, you can recommend the most relevant features and help center resources based on their responses to deliver a personalized onboarding experience. Content formats, such as e-books, tutorials, and webinars, help users understand how they can use various features to accomplish their tasks. Welcome survey created with Userpilot.

Marketing 111

Marketing Underperforming Technical Team Education Interviewing 111

User Pilot

MAY 2, 2024

Secondary onboarding introducing advanced features unlocks additional customer value. Educational webinars showcase new ways to leverage the product, fostering an engaged user community and generating new leads. SaaS companies rely on recurring subscription revenue from customers rather than one-time sales.

Retention 111

Retention Metrics Strategy Scale 111

User Pilot

OCTOBER 10, 2022

To improve adoption, use walkthroughs to improve feature discovery , send in-app feature announcements , arrange webinars to guide customers, use secondary onboarding to unlock advanced features, and collect user feedback and act on it. Organize webinars to explain the new features to existing users. Wrapping it up.

Metrics 97

Metrics Underperforming Technical Team Strategy Onboarding 97

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Subscription renewals. Here are 14 top ways to use this principle: Deliver a great onboarding experience.

Technical Review 113

Technical Review Social Media Software Review Onboarding 113

User Pilot

FEBRUARY 6, 2023

Collect relevant customer data on the welcome screen and personalize their onboarding. Use onboarding checklists to engage users from the start. Use in-app educational materials and live webinars to help users increase value and troubleshoot problems. User activation onboarding playbook. But it may not be enough.

Engagement 98

Engagement SaaS Sales Funnel Onboarding 98

Baremetrics

JULY 8, 2020

And unfortunately, a lot of SaaS and subscription-based companies don’t take any action to stop it from happening. It generally happens as a result of the customer’s payment failing and never resolving the issue. After a certain amount of time goes by without payment, their subscription doesn’t renew, which results in churn.

SaaS Payments 97

SaaS Payments Churn Payment Solutions Payments 97