User Pilot

JANUARY 11, 2024

Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. The customer understands the importance of KYC and is ready to proceed. For example, a payment app like PayPal can be used for either shopping or money transfer.

Onboarding 94

Onboarding Payment Services Customer Success Payment Solutions 94

Subscription Flow

NOVEMBER 13, 2023

However, with the bustling world of opportunities to earn recurring revenue , subscription-based SMEs are also faced with unprecedented demands for speed, efficiency, compliance and customer support. Customers transitioning from legacy systems can benefit from SubscriptionFlow’s free onboarding services.

Payment Features 52

Payment Features Payment Services Payment Solutions Payments 52

FastSpring

NOVEMBER 9, 2023

Elevate Your Business With FastSpring Contextual Customer Churn: Turning the Tide With Proven Retention Strategies The Only Thing That’s Constant With Tax Law Is Change Need FastSpring support? PayPal is also an option for manual wire transfer refunds at no extra cost. Visit our Support page.

Payment Methods 78

Payment Methods Customer Support Payments Payment Services 78

FastSpring

JANUARY 27, 2022

This score then determines how we’ll manage the relationship through onboarding and customer success, including whether they need further education on the benefits of marketing attribution or more advanced advice on how else our product can bring operational and strategic improvements across their business.”. Avoid hidden fees.

Merchant Services 138

Merchant Services Payment Services SaaS Payments Payment Solutions 138

SaaStr

DECEMBER 10, 2019

Because before the deal closes you’re negotiating for what’s the purchase price, what are the performance targets as they relate to retention agreements. And so they went to compliance and security and risks, right? Bill Clerico : I think one of the hardest things in an M and A conversation is how do you set expectations?

Payment Services 135

Payment Services Merchant Services Payment Solutions Payments 135

SmartKarrot

APRIL 13, 2020

As companies are increasingly interested to use SaaS as a winning strategy, several recent trends in 2020 have been observed amongst top SaaS businesses: In 2020, it is very important for SaaS businesses to create customer-success functions and take a more proactive approach towards customer success management.

SaaS Payments 19

SaaS Payments Payment Solutions Payment Services Sales Recruiting 19