SaaStr

JANUARY 24, 2022

Take a read if you are still running finance yourself, or just have an part-time outsourced resource. SaaS accounting and finance has gotten pretty complicated, and the impacts of getting it wrong have gone up substantially. But in SaaS, once you even get to about $2m ARR — it’s time to get your finances in order.

Finance 323

Finance Outsourcing Services Systems Review Technical Review 323

SaaStr

AUGUST 8, 2023

So there’s a sort of org chart you’ll probably end up with at least twice as you start scaling in SaaS: The “Headless” Sales Org. With 3, 4, 6, 10 sales reps all reporting to you. But in many cases, no one raises their hand, or that resource doesn’t exist. What’s that? This doesn’t fail, per se.

Sales Hiring 211

Sales Hiring Sales Recruiting Scale Sales 211

User Pilot

APRIL 22, 2024

Product feature analysis is a powerful tool in the SaaS product manager’s arsenal. This analysis isn’t exclusive to SaaS; the principle applies when analyzing physical attributes for hardware products. Ensure better resource allocation. This article aims to simplify feature analysis. Improve product road mapping.

Underperforming Technical Team 92

Underperforming Technical Team Software Review User Experience Retention 92

User Pilot

APRIL 29, 2024

A smooth customer onboarding process is key for any SaaS company, and in-app help can be a real game-changer. Context-sensitive help and in-app help are both methods in SaaS to assist users but they serve different purposes and are delivered in different ways. What is contextual sensitive help? Why is in-app support important?

SaaS 52

SaaS Onboarding AI Search Mobile 52

User Pilot

FEBRUARY 25, 2024

Personalized experiences are becoming standard in the SaaS world. More users are adopting micro-SaaS products for the specialized value and low cost that they offer. User behavior is primarily focused on SaaS platforms and how users leverage them. Answer FAQs with self-service resource centers.

SaaS Payments 99

SaaS Payments Trends Payment Solutions Payment Methods 99

User Pilot

JUNE 19, 2023

What factors should you consider when choosing a SaaS learning management system to support your customers and employees? TL;DR A SaaS learning management system (LMS) is a cloud-based solution for delivering educational experiences. What is a SaaS learning management system? A SaaS LMS is a cloud-based LMS.

Systems Review 91

Systems Review Management SaaS Education 91

User Pilot

MARCH 17, 2024

Are you tracking SaaS metrics without knowing how to make the analytics process easier? 10 analytics dashboard examples for SaaS Dashboards are built for different aspects of your business, such as feature usage , customer journey, and digital marketing. Consequently, you would have to invest more resources in your organic strategy.

Social Media 89

Social Media Data SaaS Scale 89

Scytale

FEBRUARY 6, 2024

Now, in a (tiny) nutshell, it’s a set of data security standards and guidelines specifically designed for SaaS companies to ensure that they meet the highest level of data security. The SOC 2 audit process can be daunting, especially if you’ve spent significant time and resources on your audit readiness. What is SOC 2?

compliance 111

compliance Technical Advisors Data SaaS 111

User Pilot

MARCH 29, 2024

Lack of help resources. Offer self-service support with a resource center. For example, if you’re strictly an enterprise SaaS, targeting individual users or small businesses will result in a lack of action. Lack of help resources : Users will inevitably have questions or hit roadblocks while using your product.

Scale 99

Scale Sales Funnel Onboarding Retention 99

User Pilot

FEBRUARY 25, 2024

Regularly analyze reports to identify drop-offs and friction , using findings to enhance funnel efficiency and boost conversions. An in-app resource center offers 24/7 assistance in various formats, catering to user preferences and driving conversions. Set up sales funnel steps with specific data points and filters.

Sales Funnel 98

Sales Funnel Metrics User Experience Branding 98

User Pilot

NOVEMBER 27, 2023

Having to write progress reports may seem like a nuisance with all the other things you have to do, but they’re essential to ensure smooth project delivery. TL;DR Progress reports provide information about the status of the project: the work completed, work still to be done, and potential challenges.

Management 96

Management Technical Review Software Review Leadership 96

Scytale

JANUARY 23, 2024

Like so many SaaS companies out there today, you might be asking yourself, “do I really need a SOC 2 report?” Well, let’s take a step back and ask another question first: what is the purpose of a SOC 2 report? Many clients will demand SOC 2 compliance, and so yeah, you really do need a SOC 2 report if you want their business.

compliance 52

compliance Technology Data SaaS 52

User Pilot

FEBRUARY 29, 2024

User behavior analytics helps you understand how users engage with your SaaS. Feature and events reports. Choose the right type of analytics report. Ready to start tracking user behavior for your SaaS? Funnel analysis report created in Userpilot. Read on to learn: Behavior metrics to track. Path analysis.

SaaS 92

SaaS User Experience Churn Retention 92

User Pilot

APRIL 3, 2024

Wondering how to create a resource center for your SaaS product? A resource center is a central hub of resources that helps your customers solve problems and learn more about your product. TL;DR A resource center provides tailored content to aid users in problem-solving your product.

AI Search 94

AI Search Software Review SaaS AI 94

User Pilot

MARCH 27, 2024

We go over 6 secondary navigation examples from other SaaS businesses: Userpilot’s combined secondary navigation blends seamlessly within the primary menu for contextual access. Amplitude provides a side panel for historical navigation and resource discovery. Wix’s drop-down menu is their secondary navigation menu.

User Experience 101

User Experience Pricing Engagement Mobile 101

FastSpring

DECEMBER 9, 2022

SaaS billing software automates one or more of the various aspects of the recurring billing process — payment processing, fulfillment, dunning, and more. FastSpring: Your MoR for All-in-One SaaS Billing. FastSpring handles everything from subscription management to international payment processing for SaaS companies.

Payment Services 128

Payment Services Merchant Services Payment Methods SaaS Payments 128

User Pilot

MARCH 5, 2024

How to create a funnel visualization report in Userpilot and Google Analytics. In the context of SaaS products, we often talk about the marketing funnel , the sales funnel, or the product funnel visualization. SaaS teams can use this to outline different conversion paths and identify the most optimal ones for different user personas.

Trends 80

Trends User Experience Onboarding Sales Funnel 80

User Pilot

APRIL 22, 2024

In SaaS, it’s advised to follow customer success best practices to ensure that users achieve their desired outcomes with your product and become loyal advocates for your brand. 17 customer success best practices you can apply in any SaaS include: Tailoring the onboarding experience using customer data to increase retention and success.

Customer Success 78

Customer Success Retention Software Review Customer Lifetime Value 78

User Pilot

APRIL 4, 2024

It’s the key to retaining active users and helping them generate maximum value from your SaaS product. We’ll also discuss a few ways to improve engagement for SaaS products. Tracking customer engagement for your SaaS product offers several benefits, including reduced user friction and improved conversion and retention rates.

Engagement 52

Engagement SaaS Retention User Experience 52

Panintelligence

OCTOBER 17, 2023

Today marks the launch of Panintelligence’s report AI value or vanity? How SaaS companies are approaching innovation , which sheds light on the buzz surrounding artificial intelligence (AI) and how SaaS technology and product leaders are navigating the delicate balance of resource allocation while delivering on innovation promises.

Artificial Intelligence 52

Artificial Intelligence Generative AI AI SaaS 52

User Pilot

OCTOBER 15, 2023

SaaS product managers can use LOE to plan sprints and prioritize backlog items. Many project professionals define LOE as the total amount of work, time, or resources necessary to deliver the project’s deliverables. Pro hack 1 : Allocate the contingency resources for the whole project and not individual tasks.

Management 103

Management Development Scaling Data 103

User Pilot

APRIL 21, 2024

Examine customer data to understand how you can further improve your help resources. Increase your customer service team’s performance Invaluable resources, such as your customer service team, shouldn’t be spent on mundane tasks like resolving the most common support issues. You log in to try and use the product.

Strategy 98

Strategy Customer Support SaaS Technical Review 98

User Pilot

FEBRUARY 15, 2024

Mixpanel is a product analytics software that interprets and represents advanced data into visual, easy-to-read reports. Hotjar is a product analytics tool best known for its heatmaps and session recordings tools for performance reporting. Userpilot’s funnel reports let you see which pages or actions most users get stuck on.

Sales Funnel 98

Sales Funnel SaaS User Experience Forecasting 98

User Pilot

APRIL 16, 2024

In SaaS, a product experience strategy provides the building blocks for making customers stay, engage with your app, and eventually become loyal advocates for your product. Now let’s go over five examples of product experience strategies for SaaS: Personalize product experiences based on customer feedback for quicker value realization.

Strategy 93

Strategy Customer Lifetime Value Onboarding User Experience 93

User Pilot

APRIL 24, 2024

Usability testing is an invaluable resource for UX researchers…but only if you’re able to recruit participants in the first place. It enables you to collect customer feedback in-app, analyze user behavior using multiple reports, and conduct product experiments. What’s the business impact of this challenge for SaaS teams?

Interviewing 88

Interviewing B2C B2B Advertising 88

User Pilot

MARCH 25, 2024

Whether you’re planning your exit, seeking VC funding, or setting up ESOPs, a SaaS valuation is a must. Our article: Explains different SaaS valuation methods. Shows how to leverage PLG strategies to boost the value of your SaaS business. Want to learn how Userpilot can help you improve your SaaS valuation?

SaaS 96

SaaS Customer Lifetime Value Acquisition Metrics 96

How To Buy Saas

MARCH 19, 2024

With the rise of software-as-a-service (SaaS) solutions, organizations currently approach powerful route-planning tools that can smooth out their operations, decrease expenses, and improve consumer loyalty. However, with various available choices, picking the right SaaS route planner can be an overwhelming task.

Merchant Services 40

Merchant Services AI Search Business SaaS 40

Scytale

OCTOBER 31, 2023

The journey to automating compliance begins with an analysis of current procedures, identifying areas suitable for automation, including data collection, document creation, and reporting. In the world of modern business, SaaS compliance management is a huge concern, and the importance of SaaS security compliance cannot be overstated enough.

compliance 52

compliance Scale SaaS Sales 52

SaaS Metrics

SEPTEMBER 28, 2023

Managing memberships is a complex endeavor, especially for resource-constrained small businesses. In fact, as of 2020, 68% of businesses reported that managing member and customer relationships was a significant challenge without specialized software. first appeared on SaaS Metrics.

Software 52

Software Management Business Metrics 52

Scytale

NOVEMBER 21, 2023

When we talk about SaaS compliance management specifically, we referring to how these SaaS companies manage all their security compliance efforts, including audit-readiness processes and continuous management. A careful compliance strategy is non-negotiable for SaaS businesses. What is an attestation report?

compliance 96

compliance Technical Review SaaS Systems Review 96

How To Buy Saas

APRIL 29, 2024

Software as a Service (SaaS) solutions are becoming increasingly popular among businesses as a means of streamlining operations and increasing productivity. To ensure a smooth integration of software as a service (SaaS) solutions with preexisting systems, we will discuss eight different strategies in this post.

Systems Review 52

Systems Review Software Review Cloud Software 52

Blulogix

MARCH 7, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Conquering Metering Challenges As the subscription economy grows, B2B businesses are increasingly adopting usage-based, consumption, and SaaS metering models. This model is common in cloud services, where businesses pay for the computing resources they use.

B2B 52

B2B Subscription Payment Features Systems Review 52

User Pilot

MARCH 23, 2023

What are the reasons for customer churn in SaaS? As a SaaS company, your ultimate goal is to retain customers and keep them happy with your product. Reducing churn is critical for SaaS because it cuts back customer acquisition costs and increases customer retention. Why is preventing churn critical for SaaS?

SaaS Payments 95

SaaS Payments Churn Underperforming Technical Team Payment Methods 95

Scytale

DECEMBER 5, 2023

Your SOC 2 report is the evidence you (and your customers) need to demonstrate that your information security controls are up to the job of protecting users’ data. There are plenty of reasons for any SaaS company to prioritize SOC 2 compliance and why it is in the best interest of the company.

compliance 52

compliance Scale Software Review Technical Review 52

User Pilot

OCTOBER 24, 2023

When it comes to product-led growth , SaaS companies need to get everything details right. In this guide, we’ll be going over what usage-based pricing is, the benefits of a usage-based pricing model, different types of usage-based pricing, and a few examples from SaaS companies that have effectively deployed this strategy!

Pricing 98

Pricing Payment Solutions SaaS Payments Payments 98

User Pilot

JULY 31, 2023

Intercom is a messaging platform and onboarding tool that enables SaaS businesses to communicate with their customers in an efficient way. Despite its strengths, like the ability to automate personalized messages across different channels for multiple user segments or the analytics and reporting features, it has its drawbacks.

Social Media 87

Social Media SaaS Marketplace as a Service Communication 87

ChurnZero

MARCH 24, 2023

Related resource: The crucial nuance behind seven top Customer Success metrics for SaaS companies 2: Should Customer Success own renewal and expansion? Owning the number gives you power and helps you go to the CFO and say, “I need X number of resources because this is the amount of revenue my team owns.”

Customer Success 98

Customer Success Technical Review Systems Review Metrics 98