SaaStr

JUNE 15, 2025

MCP and The Fight Over Whose Data it is: The Coming Enterprise Software Revolt The walls are closing in on data silos. ✨ Lemkin (@jasonlk) June 8, 2025 The Salesforce-Slack Moment That Changes Everything Salesforce just fired the first shot in what will become the defining battle of enterprise software’s next decade.

Enterprise 265

Enterprise ChatGPT Data Software 265

User Pilot

APRIL 2, 2025

For instance, marketing focuses on user acquisition, whereas product looks at feature adoption. Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. Userpilots real-time analytics let you track behavior, feature usage, and engagement trends across web and mobile in one place.

Mobile 66

Mobile Underperforming Technical Team Onboarding AWS 66

Sales Hacker

MAY 13, 2025

He also co-founded WGI Group, LLC, to provide growth capital to early and expansion stage startups in enterprise software, consumer internet and digital media industries. He served as Chairman and CEO of the company until its acquisition by Yahoo! Why software innovation must start with intelligence, not workflow.

AI Search 74

AI Search AI ChatGPT Software Review 74

Sales Hacker

JANUARY 13, 2025

To scale this support and extend it beyond our portfolio to the broader SaaS ecosystem, weve partnered with Pursuit – a leader in go-to-market talent acquisition. Why this shift is happening now, how the current prospecting software landscape is shaping up and what the future holds for AI in the space.

Scale 108

Scale Sales Hiring Artificial Intelligence SMB 108

Clouded Judgement

JUNE 19, 2024

Q1 was a very weak quarter of software earnings. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. net retention and CAC payback).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. It’s unclear how the Databricks acquisition might change that relationship. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation.

Artificial Intelligence 237

Artificial Intelligence AI AWS Cloud 237

Clouded Judgement

APRIL 11, 2024

Is Software Rebounding? It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs.

Cloud 184

Cloud Software Azure AWS 184

SaaStr

MARCH 16, 2019

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Acquisition multiples in SaaS/Cloud doubled last year. Big or small. __. Microsoft is doing a strong job of being the alternative for folks simply worried about Amazon. That’s a lot.

Cloud 211

Cloud AWS Systems Review Software Review 211

The Angel VC

FEBRUARY 20, 2016

At that point it becomes a lot harder because the next set of customer acquisition channels will likely be much more expensive. This and the fact that almost everybody owns a smartphone today has given rise to new categories which previously weren’t software categories at all because people used pen and paper to get the job done.

Scale 192

Scale Scaling SaaS AWS 192

Intercom, Inc.

FEBRUARY 13, 2020

And if you think about AWS, if you think about the rise of cloud data warehousing, that is a big technology change and a big game changer for a lot of companies. ” Automating software, not automating people. Here’s Alex on how automation enhances our everyday work: “Automation software doesn’t automate people out of a job.

Scale 181

Scale Marketing AWS Artificial Intelligence 181

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. Very healthy new business (new customer) acquisition. Follow along to stay up to date! Will we see re-acceleration soon?

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

SEPTEMBER 13, 2020

We’ve all seen AWS and what they’ve done with their platform. If you think of this in the context of software, it’s particularly powerful because for years, we’ve been seeing the visionaries out there promoting this transition. The dark blue bar here is cloud as a percentage of worldwide software spend.

Sales Hiring 231

Sales Hiring Scale Payments Cloud 231

SaaStr

APRIL 30, 2022

Customer Acquisition Cost (CAC). & Customer acquisition. Customer acquisition is basically how much do you spend in terms of sales people, sales team, and in terms of marketing to acquire a new customer. But also generally pretty high CAC, customer acquisition costs. Or maybe ARR, depending on your model. Transcript.

SaaS Payments 247

SaaS Payments Metrics Payment Methods Scale 247

Tom Tunguz

AUGUST 25, 2015

The consistency of 14 apps underscores the importance of category creation for SaaS companies creating software for newer workflows, in contrast to those replacing existing products. Sales teams, always looking for an edge, also belong to the early adopter segment and buy CRM and online meetings software. log in exclusively on mobile.

Sales Recruiting 100

Sales Recruiting Data SaaS AWS 100

Practical Advice on SaaS marketing

JUNE 3, 2017

When they talk about their websites, I find that marketing people fall into two groups: One group thinks their website is awful. For most B-to-B software-as-a-service (SaaS) solutions, vendors need to work with prospects through a long process with multiple steps. The other group is in the midst of re-doing it. Don’t blame the website.

AWS 100

AWS Social Media Acquisition Payment Features 100

SaaStr

JUNE 1, 2021

There are rules in starting an enterprise software company. In this top-rated session Dharmesh Shah, cofounder and CTO of HubSpot, shares how he and his co-founders broke all of the “rules” and ended up creating an entirely new category of marketing software. I’ve built commercial software products before.

Part-Time VPE 290

Part-Time VPE Technical Cofounder CTO Hire New CTO 290

Sales Hacker

JUNE 1, 2020

Many of today’s fastest-growing software companies have something in common — their products can sell themselves. This is part of a phenomenon called Product Led Growth (PLG) , an end-user growth model that relies on the product itself to be the primary driver of customer acquisition, conversion, and expansion. doesn’t it?

Sales Hiring 98

Sales Hiring Scale Headcount Sales 98

User Pilot

SEPTEMBER 1, 2024

Usage-based pricing is one of the most popular SaaS pricing models among infrastructure software companies like Twilio. Per user pricing In this model, customers are charged based on the number of users who have access to the software. Amazon AWS is one of the best SaaS pricing examples with this model. Amazon pricing example.

Pricing 104

Pricing Strategy SaaS Scale 104

SaaStr

JULY 1, 2020

There’s customer acquisition, and then, there’s your existing customers. We can save companies $100,000 on their AWS bill. Everybody wants to save $100,000 on their AWS bill right now. In Brex, the AWS credits and it’s getting additional rebate by moving your card spends over. Jason Lemkin: Got it.

Merchant Services 259

Merchant Services Scale Sales Recruiting Sales 259

Sales Hacker

MARCH 29, 2021

As a result, more products are being discovered and sold through online marketplaces, like the Salesforce AppExchange and the AWS Marketplace. Like with other revenue driving tech stacks, a partner tech stack has keystone software as well as best-in-breed solutions that integrate with the main software. Partner acquisition.

Payments 111

Payments SaaS Payments Payment Solutions Payment Services 111

OpenView Labs

FEBRUARY 3, 2022

You can find fast-growing software companies in almost any vertical, but there are certain characteristics they all share. As investors, we keep a close eye on customer acquisition cost (CAC) payback. We use it as an indicator that a company has the right fundamentals in place to effectively ramp up customer acquisition.

Headcount 98

Headcount SaaS Compensation Acquisition 98

Tom Tunguz

NOVEMBER 4, 2014

AWS, Twilio, Heroku, etc. Just a quick reminder: Payback Period = Cost of Customer Acquisition/Gross Margin. Margin Structure of the Customer Base: Compared to software companies, grocery stores are terrible customers because grocery stores have single digit margins. So does Expensify, which decreases the time to file expenses.

Pricing 120

Pricing Startup SaaS Payments Payment Methods 120

OpenView Labs

FEBRUARY 2, 2021

almost exactly a year ago, nobody knew how exactly it’d affect the software industry. Here’s why: PLG is an end user-focused growth model that relies on the product itself as the primary driver of customer acquisition, retention, and expansion. Content marketing will drive user acquisition. When COVID-19 hit the U.S.

Product Marketing 91

Product Marketing Trends Scale Marketing 91

Intercom, Inc.

JANUARY 24, 2019

I had done some software consulting. It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. So we said, “Hey, why don’t we do that with enterprise software?”

Scale 151

Scale Artificial Intelligence Machine Learning Technical Review 151

OPEXEngine

JUNE 11, 2020

You hear the terms SaaS, subscription, term licenses and perpetual license software tossed around frequently. We sometimes hear companies call themselves “SaaS” companies, because they sell subscriptions, but they do not host software. The product is hosted by the vendor or a 3 rd party (like AWS).

SaaS Payments 52

SaaS Payments Payment Solutions Payment Features Subscription 52

User Pilot

AUGUST 18, 2024

You can also use A/B testing software like Userpilot to check which in-app messaging yields better results. Marketplaces – Online platforms like AWS Marketplace and Salesforce AppExchange let you list your product and attract new users by giving you access to a wider audience base. Wynter message test. A/B testing in Userpilot.

AI Search 105

AI Search Scale AI Strategy 105

Practical Advice on SaaS marketing

NOVEMBER 19, 2009

Last week, I listened to a panel of IT professionals share their experience with software-as-a-service (SaaS) and cloud solutions. Not only do the IT folks get an ear-load of grief from users who complain that "IT is deliberately wasting our time with this awful system," but they also bear the burden of supporting these end-users.

Sales Recruiting 100

Sales Recruiting AWS Compensation User Experience 100

User Pilot

JANUARY 26, 2024

TL;DR Product-led growth (PLG) is a go-to-market strategy where the product is the main driver of customer acquisition , adoption, and account expansion. Referral schemes are an alternative method for driving customer acquisition. Both free and paid users need on-demand access to support. How do these growth models differ?

SaaS 103

SaaS Acquisition Onboarding Retention 103

FastSpring

DECEMBER 21, 2020

My first job in tech was in 1998 as a software developer. How was the experience of going through an acquisition fully remote during a pandemic? Going through the acquisition during the pandemic was a challenge because, I guess, for all the obvious reasons. Describe a favorite memory during the acquisition.

Technical Review 78

Technical Review Development Team Review Software Review AWS 78

Baremetrics

DECEMBER 7, 2023

Part 2: How to Automate your SaaS Expenses – Payroll with Gusto and QuickBooks Part 3: How to Automate your SaaS Expenses – QuickBooks Bank Rules Part 4: How to Choose SaaS Billing Software This post – Part 1 – focuses on how to categorize your SaaS expenses properly by using QuickBooks or Xero, and what are the benefits of doing so.

Startup 90

Startup Merchant Services DevOps as a Service SaaS 90

OpenView Labs

MAY 20, 2019

That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). Those on the front lines know that more competition means greater saturation of traditional marketing and sales channels, increasing customer acquisition costs (CAC).

Scale 96

Scale Startup Technical Review Software Review 96

SaaStr

SEPTEMBER 12, 2019

At GitHub, I was in the last 18 months coming into acquisition, which is a nightmare, but I was one of 5 people running the company. billion acquisition more so than GitHub. Its product drives the acquisition, retention and expansion. We’ve all been through the six months software setups situations, right?

Investment 112

Investment Underperforming Technical Team Sales Hiring Software Review 112

Baremetrics

FEBRUARY 19, 2018

We’re using Quickbooks Online as the example accounting software, but you should be able to follow along if you use something different, such as Xero. You should also include software that directly assists your support personnel such as Intercom or Help Scout , and software that helps you with your hosting, such as CircleCI.

Startup 81

Startup DevOps as a Service Customer Lifetime Value SaaS 81

ChurnZero

AUGUST 11, 2020

Customer retention, along with new customer acquisition, has been challenging for most companies when the pandemic hit. You and I both know how awful it feels to have someone disregard what we say and focus on their end goal instead. The second quarter of 2020 was chaotic.

Retention 97

Retention Strategy Underperforming Technical Team Software Review 97

Full Session

NOVEMBER 27, 2024

Behavioral analysis software is a must-have for companies to understand user interactions and optimize digital experiences. Behavioral analysis software tracks and analyzes user interactions to reveal patterns in digital engagement. These user behavior tools give detailed insights into how users navigate web and mobile apps.

Software Review 52

Software Review Software Technical Review Systems Review 52

Full Session

NOVEMBER 27, 2024

Behavioral analysis software is a must-have for companies to understand user interactions and optimize digital experiences. Behavioral analysis software tracks and analyzes user interactions to reveal patterns in digital engagement. These user behavior tools give detailed insights into how users navigate web and mobile apps.

Software Review 52

Software Review Software Technical Review Systems Review 52