Many companies are creating a focus on client onboarding. Why? Because it has a significant impact on your business. But if you’re here, you probably already know that. When companies focus on the client onboarding process (and invest in the automation side with client onboarding software), they can see these results: 4X increase in client onboarding specialist/project manager capacity 49% average decrease in onboarding project time 86% fewer meetings 90% on-time delivery rate Download the ultim

You wouldn’t use a hammer when you need a screwdriver, and you shouldn’t use standard project management software to manage your new client implementations. Sure, your teams might get by with standard PM tools, but imagine how much more efficient and effective they could be with a purpose-built tool designed specifically for the new client implementation and onboarding process.

Customer onboarding is a very crucial – yet sometimes overlooked – step in the customer journey. A successful customer onboarding process improves efficiency, increases capacity and decreases churn. This playbook features tips from industry leaders and outlines all the steps needed to create a best-in-class onboarding experience.

For software company executives, maximizing revenue, profitability, and enterprise value is of utmost importance. A key factor in achieving these goals is having a solid integrated payment strategy in place — one that allows for control, ownership, and leverage over customer relationships and payment service contracts.

The ability to accept payments within your software can add tremendous value to your business by opening you up to new customer segments, attracting strategic buyers, and yielding higher monetization opportunities than ever before. Integrated payments allow you to expand your services beyond what was once accessible, and increase your overall valuation.

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This guide is designed to help today’s B2B sales leaders ramp up their effectiveness in any economic environment.

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ABM gets better with age — but unfortunately, marketers don't have the luxury of pouring it into an oak barrel for a couple decades to let it mature. In a recent survey with Demand Gen Report, we found 59% of experienced practitioners (those with ABM programs more than a year old) indicated their ABM programs are meeting or greatly exceeding their expectations, while only 45% of novices (those with ABM programs less than one year old) could say the same.

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Let’s be real: the terms embedded and integrated sound pretty similar. And they are, in some ways. In payments, both terms have to do with getting payment capabilities closer to the process they’re associated with and improving the customer experience. But there are important differences. Integrated payments connect payment processes to software platforms, making things simpler for the end user.

Every application provider has the same goals: to help their users work more efficiently, and to drive user adoption. But many companies fail to achieve this goal because they struggle to provide the reporting and analytics users have come to expect. The Definitive Guide to Embedded Analytics is designed to answer any and all questions you have about the topic.

Dashboard design can mean the difference between users excitedly embracing your product or ignoring it altogether. Great dashboards lead to richer user experiences and significant return on investment (ROI), while poorly designed dashboards distract users, suppress adoption, and can even tarnish your project or brand. That’s one of the many reasons we wrote The Definitive Guide to Dashboard Design—to help you avoid common pitfalls, including… Cramming too much onto one screen and expecting the u

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For many SaaS companies, becoming a Payfac is an opportunity to benefit from a new revenue stream and gain more control over the customer experience. But because payments are outside the typical software company’s core offerings and expertise, bringing them in-house can seem daunting. What does it really take to become a Payfac? We’ve got an overview of the journey from software company to full-blown Payfac.

Contact and company intent data both have their advantages. Contact-level intent leads can be acted on immediately to reach active buyers, while company-level leads improve outcomes for account-based marketing and other programs. This infographic unpacks the advantages of both contact and company data and gives details about how B2B marketers can benefit from both.

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It’s everywhere. Software companies are looking, feeling, and acting more like merchant services providers. This can be sobering for financial institutions – for good reason. They risk losing a source of stable, low-cost deposits and non-interest revenue market share, but don’t be fooled. FIs still have crucial roles to play. So let's take a closer look at where forward-thinking FIs are investing their resources to stay in the game.

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More than two years into the pandemic, COVID-19 is far from over. Businesses are tasked with beating pre-pandemic numbers, making marketing more essential than ever before. This is your chance to create unprecedented brand awareness, bring in the best leads sales has ever seen, and play an instrumental role in generating new and existing business revenue.

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Learn how capturing buyers’ search behavior in real time can shorten your sales cycle.

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Entering a new demand gen position in a volatile market is nerve-wracking. All eyes are on you to make an impact — fast. That’s where your data comes in. In demand generation, data is essential for knowing who you should target and how. In this eBook, you’ll learn how to identify and target your ideal prospects — when they’re most receptive to hearing your message — using different types of data.

Every data-driven project calls for a review of your data architecture—and that includes embedded analytics. Before you add new dashboards and reports to your application, you need to evaluate your data architecture with analytics in mind. Download the whitepaper to see the 7 most common approaches to building a high-performance data architecture for embedded analytics.

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become commonplace. Turning embedded analytics into a source of revenue means integrating advanced features in unique, hard-to-steal ways. Discover which features will differentiate your application and maximize the ROI of your embedded analytics.