Intercom, Inc.

JULY 25, 2022

New research from Harvard Business Review Analytic Services reveals that businesses of all sizes – from small businesses to enterprises – are realizing the business value of personal, efficient customer engagement. Creating quality customer experiences has always been important for retaining customers. But they’re facing big barriers.

Technical Review 209

Technical Review Engagement Artificial Intelligence Systems Review 209

User Pilot

OCTOBER 19, 2024

It is tailored for product teams who need to send NPS surveys inside their app and analyze it without technical expertise. 3 Delighted for e-commerce, tech, and non-profit teams Creating NPS surveys with Delighted. Set up in-app surveys to capture feedback at crucial moments, such as during onboarding or after specific feature usage.

Software Review 105

Software Review Technical Review Software B2C 105

SaaStr

MARCH 17, 2021

Due to that convenience, departments and teams tend to seek out best-of-breed cloud applications, streamlining foundational and specialized functions through automation. However, trouble arises when your company ends up with a SaaS sprawl – the overall amount of adopted applications overwhelms your tech stack.

Sales Hiring 317

Sales Hiring Scale Technical Review Marketplace as a Service 317

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. According to user review platforms, their plans start at $7,000/year. Userpilot is perfect for non-technical teams. Pendo vs. Userpilot. party emojis).

Technical Review 105

Technical Review Underperforming Technical Team Software Review Onboarding 105

SaaStr

JUNE 14, 2023

Join us as we uncover lessons from UiPath’s success in creating a new category within RPA Enterprise Automation – Robotic Process Automation – while navigating the challenges inherent in digital transformation powered by artificial intelligence and machine learning technologies.

Scale 246

Scale Artificial Intelligence Technical Review Software Review 246

Payrix

FEBRUARY 4, 2025

They underwrite and onboard the sub-merchants and provide them with the products and services required to process electronic payments. Point-to-point encryption (P2PE) Technology standard created to secure electronic financial transactions. They provide the infrastructure necessary for their merchants to accept credit card payments.

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

Stax

JANUARY 23, 2025

The merchant underwriting process is a critical step that payment processors and financial institutions use to assess the risk associated with onboarding new businesses. Key steps include application review, risk assessment, credit checks, and compliance verification. Learn More What is Merchant Account Underwriting?

Merchant Services 68

Merchant Services Payment Services Payment Methods Development Team Review 68

TechEmpower SaaS

MARCH 4, 2024

Focusing on generative AI applications in a select few corporate functions can contribute to a significant portion of the technology's overall impact. This technological integration into software engineering not only enhances the productivity of development teams but also ensures that IT infrastructures are robust and reliable.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

SaaStr

SEPTEMBER 20, 2024

The discussion will cover the importance of due diligence, understanding the product, embracing sales involvement post-hire, and recognizing the signs of jaded or broken candidates. They exist, but finding someone who can do and own outbound, qualification, training, onboarding, and closing everything is rare.

Sales Hiring 298

Sales Hiring Sales Recruiting Scale Technical Review 298

SaaStr

JANUARY 17, 2024

But it knows onboarding requires business process change, so for the most part, it requires annual contacts. #4. Growing Faster Than Others Due to “Non-Tech Customers” Smartsheet added a $850,000 restaurant customer deal, another big one at a top airline, and a third at a media and entertainment leader.

Airlines 299

Airlines Technical Review Entertainment Government 299

SaaStr

JULY 20, 2022

profile/background, hiring criteria, onboarding) and then apply a standard process (tools and ongoing training, sales process and methodology) that leads to a standard output (productivity and attainment). First is simply delaying expansion due to the anxiety of crossing a new threshold. Ignore technical debt at your own peril.”.

Scale 255

Scale Technical Advisors Sales Hiring Technical Review 255

SaaStr

JANUARY 25, 2021

Focus on Prospects with Compelling Events: Our experts saw deals stall out due to no decision or no change, leading to their addressable market getting smaller since companies are being more conservative with their cash. Optimize Your GTM Tech Stack to Further Enable Your Remote Sales Team. Last, invest in technology when you need to.

Scale 236

Scale Technical Review Sales Onboarding 236

User Pilot

NOVEMBER 7, 2024

Let’s review everything your customer success team has to do in the absence of any customer success tools. Review scalability & adaptability : Lastly, pick a tool that can grow with your business and adapt to changing needs, allowing you to expand functionalities as your customer success strategy evolves. G2 rating : 4.4

Customer Success 105

Customer Success Enterprise Software Review Startup 105

SaaStr

MAY 24, 2024

Lemkin emphasizes the need to hire “Pirates and Romantics,” passionate and quirky individuals who are dedicated to the company’s mission, in contrast to the majority of job workers in the tech industry. As a result, marketing, CS, onboarding, and other functions end up reporting to the CRO.

Sales Hiring 286

Sales Hiring Outsourcing Services Technical Review Scale 286

Intercom, Inc.

DECEMBER 8, 2020

It can help you identify peak times for support requests and ticket creation which can guide your hiring and tech stack decisions to ensure you continue to meet customer demands. When reviewing this metric, remember to consider the nature of the conversations being held. First response time. Tickets completed.

Customer Support 211

Customer Support Metrics Technical Review Scale 211

ChurnZero

NOVEMBER 26, 2024

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customer success hiring for SaaS and tech companies nationwide. A description of the initial training and onboarding process.

Technical Review 52

Technical Review Sales Recruiting Customer Success Sales Hiring 52

User Pilot

SEPTEMBER 30, 2024

3P Learning is an Australian educational technology company that specializes in developing online learning resources. We chatted with Tom Ulman, the Chief Product Designer at Reading Eggs, a 3P Learning company, about how they used Userpilot to improve the user onboarding experience. To master all these features, they need onboarding.

Onboarding 105

Onboarding Software Review Development Technical Review 105

SaaStr

FEBRUARY 27, 2023

A way of onboarding new employees and equipping them with the right tools. In due time, this paid off and unlocked new phases for the company. Storyblok then invested in an onboarding and learning platform to create a four-week onboarding program rather than the lengthy wiki pages they previously used.

Scale 245

Scale Sales Hiring Sales Recruiting Scaling 245

SaaStr

NOVEMBER 8, 2022

Most of you are familiar with the customer life cycle, including customer acquisition, onboarding, adoption, cross-selling and upselling, and retention. . Stage 2: Employee Onboarding . Employee onboarding is similar to customer onboarding. Phase 2: Onboarding . The same is true for the employee journey.

Underperforming Technical Team 246

Underperforming Technical Team Technical Review Acquisition Company Culture 246

SaaStr

MAY 17, 2024

The only way to get it right is to spend a lot of time together and not shortcut the onboarding piece of these different phases. Anneka runs quarterly business reviews for all parts of the product portfolio, but how they look at and evaluate each product changes because the measures of success will be quite different. It depends.

Scale 292

Scale Technical Review Sales Hiring Artificial Intelligence 292

Intercom, Inc.

FEBRUARY 9, 2021

Nearly two-thirds (58%) would sever their relationship with a business due to poor customer service. In particular, the pandemic has brought about an unprecedented shift in our reliance on technology that has had a knock-on effect on how customers relate to, and interact with, companies and brands. With empathy. “I

Technical Review 222

Technical Review Systems Review Customer Support Headcount 222

Intercom, Inc.

MAY 20, 2020

Over the last few months, I’ve worked with customers who have seen an explosion in demand for their services and, as a result, have needed help onboarding new team members and scaling their customer experience. Effective and efficient: Successfully onboarding a customer across a total of 6 hours of tasks and meetings.

Scale 223

Scale Customer Success Scaling Technical Review 223

SaaStr

JANUARY 6, 2021

Airtable is a low code, bottoms-up business which means that its users don’t have to be in IT or have a technical background in order to build useful internal databases within Airtable. The bottoms-up philosophy is highly efficient because the unit economics are going to look awesome due to thousands of organic sign-ups every day.

Scale 270

Scale Software Review Scaling Sales Hiring 270

User Pilot

AUGUST 30, 2024

TL;DR WalkMe is a digital adoption platform designed to facilitate customer and employee onboarding through in-app experiences, like interactive walkthroughs , on-screen guidance, and self-service support resources. The specific analytics features available differ between the customer and employee onboarding solutions.

Technical Review 105

Technical Review Software Review Systems Review Underperforming Technical Team 105

User Pilot

JANUARY 10, 2024

Are you an aspiring user onboarding specialist, trying to figure out what the appropriate onboarding manager salary to expect is? Or perhaps you’re a SaaS company looking to hire the perfect onboarding manager with the best qualifications and the right pay. What is an enterprise onboarding manager?

Onboarding 104

Onboarding Management SaaS Technical Review 104

Intercom, Inc.

MARCH 28, 2022

While this shift was already underway, the rate of digital transformation is now happening much faster than previously predicted due to the impact of the COVID-19 pandemic. Technology capabilities were one of the key factors of business success during the height of the COVID-19 pandemic”. This trend shows no signs of slowing down.

Scale 228

Scale Engagement Technical Review Business 228

Intercom, Inc.

AUGUST 18, 2022

Sarah Dayan is a staff engineer at Algolia , a “Search-as-a-Service” platform that helps developers build index and search capabilities into their own platforms through an API, and the host of two tech podcasts: Developer Experience and Entre Devs. How would she provide the right technical direction for the company? Brian: Super.

Engineering 204

Engineering Software Review Technical Review Development Team Review 204

Intercom, Inc.

JULY 14, 2020

There are a lot of words that get thrown around with customer success: problems to be solved, implementation, product experts, expansion, strategic partners, technical advisors, proactive versus reactive. Bonus read: Intercom on Onboarding. For example, do onsites really drive faster go-live times than video or phone calls?

Customer Success 249

Customer Success Management Technical Review Onboarding 249

User Pilot

AUGUST 8, 2024

The company realized their current onboarding solutions weren’t adequate, so they decided to give Userpilot a go. TL;DR Challenge : Talana faced difficulties providing effective onboarding and in-app communication for their product. So they looked for a self-serve solution that would enable them to onboard new customers at scale.

Onboarding 105

Onboarding Software Review Technical Review Communication 105

Valuize Consulting

DECEMBER 17, 2024

Organizational Complexity : Highly structured top-down organization Next Target Outcome : Achieve full deployment within 90 days and deliver real-time insights to senior leadership by the next quarterly business review. Adoption Stage/Maturity : Onboarding with initial implementation underway.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

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. Where does your interest in SaaS and tech come from? I was passionate about tech and coding.

Technical Review 118

Technical Review Software Review Development Team Review Systems Review 118

User Pilot

OCTOBER 27, 2023

Mixpanel is one of the most intuitive analytics tools but it can still be overwhelming for non-tech users. For example, a segment could consist of all the users who performed an action, like completing an onboarding checklist or engaging with a feature. You decide to modify the onboarding flow by adding a checklist.

Technical Review 105

Technical Review Software Review Retention Onboarding 105

SaaStr

AUGUST 26, 2023

The first myth is that working with data is hard, especially because it involves technical aspects and math. Additionally, the speaker tackles a question about metrics to track for an early-stage B2B SaaS startup with self-service onboarding capabilities. 00:10:00 In this section, the speaker discusses three myths about data.

Technical Advisors 246

Technical Advisors Data Technical Review Sales Hiring 246

FastSpring

JANUARY 23, 2025

And the biggest difference between the two of those statements is one, low value to sort of medium and high value, and then two, the actual service layer built into the technology underneath the hood. And when you’re doing the due diligence, there’s only so many assets within a YouTube channel you need to assess.

Scale 116

Scale Entrepreneurship Scaling Underperforming Technical Team 116

User Pilot

MARCH 30, 2025

Ask users to leave reviews on the app store to add social proof to your app. Asking current users to review your app to increase trust and encourage the algorithm to display your app to more users. comparison posts, product lists, reviews, etc.) Onboarding flows such as different welcome screens or sign-up processes.

Mobile 66

Mobile Acquisition Software Review Social Media 66

User Pilot

DECEMBER 21, 2024

Technically, however, there’s no recording involved. As to the session replays, G2 reviewers comment that they’re expensive but offer no details. This is a limiter because you cannot go back to review historical data, for example, during major UX redesigns. How much does it cost? Heap pricing. Try Userpilot!

Technical Review 105

Technical Review Mobile Pricing Retention 105

SaaStr

AUGUST 16, 2021

mapping out the customer journey from onboarding to expansion 2.) You need to plan for success with your sponsor and key stakeholders, and review progress against it. “Add Pendo to our tech stack.” Most of us don’t making improving activation time and rates a top KPI. When you do, magic happens in retention.

Churn 321

Churn Sales Hiring Headcount Technical Review 321