Stax

FEBRUARY 15, 2024

FIS Global reports that in Norway, Sweden, and other Scandinavian countries, more than 90% of transactions processed at point-of-sale (POS) in 2023 were cashless. PayFacs also provide a streamlined onboarding experience, manage underwriting, and handle compliance for its sub-merchants.

Payment Services 88

Payment Services Merchant Services SaaS Payments Payment Methods 88

Payrix

FEBRUARY 4, 2025

They underwrite and onboard the sub-merchants and provide them with the products and services required to process electronic payments. Check verification Process that screens checks and check-writers against a negative database at the point-of-sale (POS) when the customer presents a check as payment. eCheck, PayPal, etc.)

Payment Services 100

Payment Services Merchant Services Payment Solutions Payment Methods 100

Stax

APRIL 30, 2024

The company has EMV enabled point of sale systems to accept digital wallet payments as well as cards. For POS systems, they have partnerships with Clover, Revel, Ovvi, or TouchBistro. ” – Amber “I truthfully had a fantastic onboarding experience.

Payment Methods 88

Payment Methods Payment Services Merchant Services Payment Solutions 88

Stax

DECEMBER 27, 2023

Types of Merchant Accounts Type Description Ideal for Services Notes Retail Merchant Accounts Process payments in-person at brick-and-mortar stores Retail stores, supermarkets, restaurants, beauty salons POS integration, high-volume processing Fast processing, secure transactions. Configuring security settings.

Merchant Services 88

Merchant Services Payment Methods Payment Services Payment Solutions 88

ChurnZero

OCTOBER 12, 2021

Recipients were recognized in one of four ChurnHero Award categories: Onboarding Hero – An innovative way your team has made your onboarding process more effective and value-focused. Onboarding Hero – Definitive Healthcare. This year’s eight winners come from around the globe and touch many different industries.

Healthcare 98

Healthcare Systems Review Scale Point of Sale 98

Neil Patel

DECEMBER 18, 2020

It’s particularly beneficial for businesses with many hourly employees, including health and wellness, beauty and style, food service, retail sales, and more. It includes accessibility across computers, point-of-sale (POS) systems, and mobile devices, as well as integration with many payroll software tools.

Payment Solutions 111

Payment Solutions Software Payment Services Payment Methods 111

Neil Patel

OCTOBER 7, 2020

These solutions usually have features for HR reporting, benefits tracking, applicant tracking, employee onboarding, training, and more. In addition to employee scheduling, HotSchedules has tools for applicant tracking, onboarding, time and attendance management, manager logbooks, and more. Best of all?

Software Review 145

Software Review Software Systems Review Sales Recruiting 145

FastSpring

DECEMBER 12, 2022

Pausing their service makes it easier for them to start up the service again without going through the entire onboarding process again. PayPal’s services include: QR code and POS systems. Authorize.net offers payment solutions for ecommerce merchants and in-person sales. Virtual point of sale. Crypto payments.

Payment Services 148

Payment Services Merchant Services Payment Methods Payment Solutions 148

Stax

MARCH 15, 2025

Onboarding Getting users onboarded to a cloud-based platform for payments requires a number of steps. You also need to onboard them onto your platform and ensure they have the knowledge and tools to start accepting payments. Payment enrollment refers to the process of onboarding users onto a platform that facilitates payments.

Payments 88

Payments Merchant Services SaaS Payments Payment Services 88

Intercom, Inc.

OCTOBER 27, 2022

Whether it’s customer onboarding or just gathering information for an event, we’re often trapped in endless follow-ups and back-and-forth emails until we finally get the assets and can move on with other, more meaningful tasks. The bigger vision is to focus on customer onboarding, mostly for SaaS. Alex: I will do two pitches.

Technical Review 118

Technical Review Software Review Development Team Review Systems Review 118

User Pilot

JUNE 19, 2024

Here are some of the most useful ones: Product Management Expertise & Prioritization : Userpilot Events focuses on product growth and user onboarding, which are critical aspects of successful software products. These webinars can be valuable for POs leading larger product teams.

Software Review 52

Software Review Software Point of Sale Scale 52

Neil Patel

JANUARY 15, 2021

The sales process you use to sell printers isn’t necessarily the same one you’d use to sell premium car parts. This also means you’ll want to find a CMS that fits every unique point of sale your team goes through continuously. If done right, this can mean higher ROI, shorter sales cycles, and more revenue.

Software Review 140

Software Review Scale Software Management 140

Totango

MARCH 21, 2019

It represents a shift away from thinking of customers as point-of-sale pursuits and toward regarding them as ongoing relationships that require continuous nurturing. . Reduce Your Onboarding Time. Realizing lifetime value from your customers is about generating lifetime value for your customers. Increase upsell opportunities.

Customer Success 89

Customer Success Enterprise Onboarding Education 89

Stax

JANUARY 22, 2024

A payment gateway can be the POS system where you swipe your card in-store. The PayFac streamlines the onboarding process for the merchant, allowing merchants to start accepting payments very quickly. Or, in eCommerce and online transactions, this can be as simple as your website’s checkout page.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

Stax

JANUARY 17, 2024

Most ACH PayFacs offer instant onboarding , making it quick and easy for merchants to start accepting payments. If you have just started a business, look for a PayFac that offers POS, exclusive ACH processing, and reporting features. This is pretty much similar to the service that PayPal offers.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

Stax

DECEMBER 20, 2023

With proper customer onboarding, you should feel empowered and confident to use the different tools your solutions provider offers, like the POS system, credit card reader, virtual terminal, and any other unique features.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Features 88

Stax

SEPTEMBER 17, 2024

Implement Required Security Controls This may include deploying firewalls, encryption technologies, anti-virus software, and access control measures for your Point-of-Sale (POS) software, your payment gateway software, and any other place your payment card data and sensitive information like card numbers and account data may be accessible.

Payment Services 88

Payment Services Merchant Services Payment Methods compliance 88

ChurnZero

OCTOBER 12, 2021

We’re excited to recognize Definitive Healthcare as a winner of the Onboarding category for the 2021 ChurnHero Awards! As Definitive Healthcare entered 2021, they realized they needed to revamp their onboarding process to reduce churn.

Healthcare 52

Healthcare Systems Review Scale Point of Sale 52

User Pilot

JUNE 26, 2024

Here are some of the most useful ones: Product Management Expertise & Prioritization: Userpilot Events focuses on product growth and user onboarding, which are critical aspects of successful software products. These webinars can be valuable for POs leading larger product teams.

Software Review 52

Software Review Software Point of Sale Scale 52

Stax

APRIL 17, 2025

In the payments industry, choosing the right ISV partner is critical; look for robust APIs, hardware support, strong onboarding, and fair revenue-sharing models. ISV payments technology/platform In the age of omnichannel commerce, businesses need payment solutions that go beyond the typical brick-and-mortar point of sale.

Merchant Services 88

Merchant Services Payment Solutions Payment Services Payments 88

User Pilot

SEPTEMBER 1, 2024

Funnel analysis : Track the conversion rates between each step of your user journey and identify points of friction. For example, you can see how users progress through specific flows, such as signup flow, onboarding funnel , or new feature adoption. Get started with Userpilot. Retention cohort analysis in Userpilot.

Artificial Intelligence 102

Artificial Intelligence Software Review Technical Review Systems Review 102

FastSpring

SEPTEMBER 19, 2024

Our Hands-On Migration Team Strives for Your Success FastSpring support isn’t only there for you after you’ve onboarded — we want to ensure you get up and running on our payments platform as quickly and easily as possible. QR code and POS systems. We don’t just say we want to be a partner — we set out to prove it.

Merchant Services 78

Merchant Services Payment Methods Payment Services Payments 78

Totango

JUNE 25, 2019

The bulk of customer revenue is now gathered through repeated renewals and upsells rather than at the point of sale. From onboarding through adoption to renewal, you’ll be aware of exactly how your customer is using your product—and how you can help them maximize their investment. Product Adoption.

Software 69

Software Customer Lifetime Value Outsourced Development Enterprise 69

Sales Hacker

APRIL 24, 2018

It’s a full suite of every piece of software that a restaurant would need from their POS system, or their back office, inventory management, online ordering, scheduling of resources, etc. Sam Jacobs : You’ve being doing enterprise sales and you’ve done channel sales. Sam Jacobs : And so, the sale happens.

Customer Success 51

Customer Success Business Scale Point of Sale 51

ChurnZero

JUNE 30, 2021

A CSM needs to be responsible for cultivating exceptional experiences and sustained value for your customers by acting as their trusted advisor and advocate from the point of sale through the renewal and throughout the rest of the customers’ lifecycle. Tell me about a time you went above and beyond for a customer? .

Interviewing 72

Interviewing Customer Success Sales Hiring Scale 72

User Pilot

APRIL 23, 2021

Don’t forget secondary onboarding 8. To prevent churn in onboarding, use a welcome screen , an interactive walkthrough and tooltips. To prevent churn in onboarding, use a welcome screen , an interactive walkthrough and tooltips. Remember that onboarding is a never-ending process. Don’t forget secondary onboarding.

Churn 52

Churn SaaS Payments Payment Solutions Social Media 52

Baremetrics

OCTOBER 14, 2021

If possible, create a customer success and onboarding team that can help customers transition to long-term retention at the point of sale. Cancellation Insights can help you make the necessary improvements to keep your flywheel spinning.

Marketing 98

Marketing SaaS Payments Payment Services Payments 98

Totango

JUNE 25, 2019

The bulk of customer revenue is now gathered through repeated renewals and upsells rather than at the point of sale. From onboarding through adoption to renewal, you’ll be aware of exactly how your customer is using your product—and how you can help them maximize their investment. Product Adoption.

Software 49

Software Customer Lifetime Value Outsourced Development Enterprise 49

Stax

DECEMBER 20, 2023

For example, if you’re a point of sale or eCommerce platform, then it may be beneficial to have the payments conversation early. Best Practice #2: Familiarize Yourself with the Payments Underwriting Process and Requirements Underwriting is an important part of getting your customers onboard payments.

Merchant Services 88

Merchant Services Payment Services SaaS Payments Payments 88

SaaStr

SEPTEMBER 13, 2020

They started in the point of sale market, and then as the company scaled, they rolled out new value props and modules for payroll, or Toast capital, or ways to manage your employee base. Byron gave a great example with Toast, one of my favorite portfolio companies. With Twilio, for example, they expanded into email.

Sales Hiring 235

Sales Hiring Scale Payments Cloud 235

Aysling

NOVEMBER 13, 2019

You can create line item POs with as many line items as you wish (this helps vendors know what you’re purchasing and at what price, allowing them to reject/approve them instantly. You’ll have all vendor invoice and payment history in one spot. Purchase Order Management.

Payment Services 40

Payment Services Payment Methods Payment Solutions Payments 40

ChurnZero

APRIL 27, 2022

Value definition should happen at the point of sale, so the salesperson can set the right expectations. Customer onboarding and ongoing customer education are keys to success. Understanding each of these will help you build an overall strategy that will ultimately help solidify your customer base.

Customer Lifetime Value 52

Customer Lifetime Value Systems Review Software Review Education 52

ChurnZero

APRIL 27, 2022

Value definition should happen at the point of sale, so the salesperson can set the right expectations. Customer onboarding and ongoing customer education are keys to success. Providing onboarding support and customer education. Definition. 3: Realization. Gathering customer feedback.

Customer Lifetime Value 52

Customer Lifetime Value Systems Review Software Review Education 52

ChurnZero

MARCH 12, 2021

Ideally, the sales rep who closes the deal introduces you (the CSM) to their buyer. You start having a conversation at or slightly before the point of sale. What you don’t want to do, especially if you have a lengthy onboarding process, is step in as the CSM at the end of the onboarding process.

Sales Hiring 59

Sales Hiring Churn Onboarding Pricing 59

Chart Mogul

NOVEMBER 15, 2019

A few months after relaunching this, we saw our support volume decrease rapidly for our self-service customers and the onboarding improved greatly. Onboard customers with product marketing. We published a lot of useful content like our SaaS metrics cheat sheets that we then could use in our onboarding.

Customer Success 56

Customer Success Scale Sales Hiring SaaS 56

SmartKarrot

JUNE 7, 2023

Implement iPad POS solutions and provide onsite support as needed. Educate customers on Lavu POS and the best ways to use it for their business. Up to 25% Travel: Visits to customers’ locations for onboarding and regular maintenance. Maintain thorough understanding of Lavu Systems.

Customer Success 19

Customer Success Point of Sale Marketplace as a Service SMB 19

Chart Mogul

NOVEMBER 15, 2019

A few months after relaunching this, we saw our support volume decrease rapidly for our self-service customers and the onboarding improved greatly. Onboard customers with product marketing. We published a lot of useful content like our SaaS metrics cheat sheets that we then could use in our onboarding.

Customer Success 52

Customer Success Scale Sales Hiring SaaS 52