User Pilot

JULY 21, 2024

Which SaaS industry has the highest customer onboarding checklist completion rate? These are the key questions we explore in the article based on our recent Product Metrics Benchmark Report 2024 which investigates company performance in 6 different metrics across 7+ industries. Average onboarding checklist completion rate.

Benchmarks 105

Benchmarks Onboarding Healthcare Metrics 105

Intercom, Inc.

AUGUST 17, 2020

Onboarding and nurturing customers are integral parts of the customer experience, so it stands to reason that if your onboarding and product language isn’t accessible, those customers will likely churn.

Investment 276

Investment Scale Software Review Systems Review 276

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

User Pilot

AUGUST 23, 2024

How does customer onboarding in banking work? These are just a few of the questions we answer in the article. You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Why do you need it in the first place?

Banking 105

Banking Onboarding compliance Scale 105

User Pilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding. Ready to dive in?

Onboarding 105

Onboarding Strategy Social Media Churn 105

Sales Hacker

NOVEMBER 8, 2024

Efficient TTV highlights an optimized onboarding experience and provides a clear indicator of early product satisfaction. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX.

Scale 108

Scale Sales Recruiting Sales Hiring AI Search 108

User Pilot

MAY 29, 2024

Looking for user onboarding teardowns to help you create an onboarding process for your SaaS? Read the article to learn how 7 well-known SaaS businesses skyrocketed their activation and adoption rates. TL;DR A user onboarding teardown is an analysis of the onboarding steps and tactics. Book the demo!

Onboarding 105

Onboarding Social Media Mobile User Experience 105

User Pilot

JUNE 4, 2024

As a product manager, you probably already understand the importance of a great onboarding UX design and its importance for customer journey optimization and user retention. In this article, though, our focus is on how you can improve the user onboarding process for your users. Onboarding surveys. Product tours.

Onboarding 98

Onboarding SaaS User Experience Customer Lifetime Value 98

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. Appcues Appcues is a user onboarding tool designed with simplicity in mind. HelpBar: Enables quick access to tours, surveys , and help articles for users.

Technical Review 105

Technical Review Underperforming Technical Team Software Review Onboarding 105

Intercom, Inc.

JULY 1, 2020

You can also onboard and educate new customers, so they’re set up for success with your product from day one and have all of the information they need to overcome common hurdles. . Here are three tactics that have proven effective time and time again: Onboard and educate customers with Product Tours.

Customer Support 240

Customer Support Scale Education Onboarding 240

User Pilot

FEBRUARY 29, 2024

While a comprehensive exploration of progress bars lies beyond the scope of this article, you can delve into this resource to gain a deeper understanding of how progress bars can help improve user experience and engagement. Try Userpilot and Take Your Onboarding Experience to the Next Level Get a Demo 14 Day Trial No Credit Card Required 1.

Onboarding 105

Onboarding Systems Review User Experience Engagement 105

Intercom, Inc.

JANUARY 20, 2021

For example, our support best practices article outlines a complete strategy for how to provide personalized customer support. Instead of making a feature the main focus of your article, mention it briefly, explain the job it does, include a screenshot, and link off to a how-to article. It’s not just a series of FAQs.

Scale 233

Scale Technical Review Education Customer Support 233

User Pilot

OCTOBER 31, 2024

In this article, we’ll talk about: What product analytics is and why you need a solid strategy. These issues might range from low engagement with specific features to a high churn rate or poor user onboarding. So, how do you get started with product analytics ? Key steps to build and improve your product analytics strategy.

Strategy 105

Strategy Underperforming Technical Team Government Customer Lifetime Value 105

User Pilot

MAY 27, 2025

This article breaks down what mobile app tracking is, why it matters, and methods to do it well. For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. Because now, you can: Improve onboarding by identifying friction points. What features drive repeat usage ?

Mobile 93

Mobile Retention Payment Features Onboarding 93

SaaStr

MARCH 19, 2021

Going upmarket has shifted how we do business — from how we approach sales to onboarding and retention. Because of the complexity involved with servicing larger customers, we also developed account managers to help with onboarding and beyond. Sales motion, account management and customer experience.

Scale 278

Scale Business Finance compliance 278

Payrix

MAY 29, 2025

This statistic is further validated by an article in The Fintech Times sharing that 42% of shoppers claim that experiencing a false decline would lose the company they are trying to purchase from their business. How we can help your customers mitigate false declines ?

Payments 100

Payments Embedded Payments Payment Solutions Merchant Services 100

User Pilot

NOVEMBER 7, 2024

In this article, we’ll help you pick the right customer success program, covering aspects like: Tips for choosing the right customer success platform. Automated customer onboarding. Free trial : No SmartKarrot centralizes various elements of the customer journey , like engagement, onboarding, and product adoption.

Customer Success 105

Customer Success Enterprise Software Review Startup 105

User Pilot

JANUARY 2, 2025

In this article, Ill share examples of 9 excellent surveys from successful SaaS companies, highlight the qualities of successful surveys, and how to design a good survey. Its purpose is to collect data necessary to personalize the onboarding experience by highlighting relevant features or resources for each user type.

Scale 102

Scale Churn Underperforming Technical Team Scaling 102

Intercom, Inc.

SEPTEMBER 30, 2020

This is the first in a recurring series of articles looking at how modern support leaders are navigating the support landscape as it continues to evolve. As Ian shares, from the moment a customer signs up to your product, there’s ownership of their account – whether their key point person is in sales, onboarding, or customer success.

Customer Support 212

Customer Support Onboarding Cloud Customer Success 212

SaaStr

MAY 30, 2023

An unforeseen opportunity arose when a customer requested an article on data meshes. The article captivated their audience and became one of their most successful pieces to date. They understood that content needed to transcend a mere product pitch and instead provide value, inspiration, or a fresh perspective.

Communication 238

Communication Innovation Technology Branding 238

Stax

JUNE 3, 2025

In this article, we’ll break down what a SaaS platform is, highlight real-world examples, and explore key strategies to succeed in the fast-moving software-as-a-service industry. Scales with your business Whether you’re onboarding your first customer or your thousandth, SaaS platforms can grow with you.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

User Pilot

NOVEMBER 14, 2024

In this article, you will explore why customer expansion matters for your SaaS growth, discover various customer expansion tactics, and learn how to embed them in successful expansion campaigns. That’s why you need to personalize the secondary and tertiary onboarding flows to help users discover the functionality that they need.

Strategy 105

Strategy Payment Solutions Payments Customer Lifetime Value 105

User Pilot

MAY 29, 2025

This article will provide an in-depth guide. Pro tip: Use progressive disclosure when onboarding mobile app users. Heres an example from Duolingos onboarding flow. Notice how it focuses on one action per screen: Duolingos onboarding flow. We covered: What mobile UX design is (and how it differs from desktop UX).

Mobile 80

Mobile Underperforming Technical Team Software Review Systems Review 80

User Pilot

APRIL 30, 2025

Sure, you could blame onboarding or a clunky user interface. In this article, Ill tell you how to: Increase user acquisition with ASO and referral programs. Boost user engagement by improving onboarding with personalization and gamification. They spend hours perfecting the onboarding flow or tweaking button placements.

Strategy 62

Strategy Mobile Systems Review Scale 62

User Pilot

APRIL 3, 2025

Theyre just staring at an empty interface without any onboarding direction or support options. This article will help with that, discussing nine best practices for improving your app messages. For example, send a welcome message guiding users through the onboarding process right after they sign up.

Mobile 62

Mobile Onboarding User Experience AI 62

User Pilot

DECEMBER 31, 2024

In this article, well dig deeper into Userpilots resource center feature, discuss different use cases, and show you examples from real-world users who benefitted from it. Add different types of modules and educational resources Userpilot supports a variety of content formats, including articles, case studies, videos, webinars, and more.

AI Search 52

AI Search User Experience Onboarding Branding 52

Valuize Consulting

DECEMBER 17, 2024

This article explores why a lifecycle design-driven approach is more effective, how to define ratios based on required customer engagement activities, and the roles that segmentation and automation play in optimizing these ratios. Adoption Stage/Maturity : Onboarding with initial implementation underway.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

SaaStr

NOVEMBER 30, 2023

While it’s not the focus of this article, it’s a frame of reference for performance across the different stages. So, companies build out enablement to train and onboard salespeople with the right content and playbooks to drive an effective process and improve numbers. They ask for custom implementations, onboarding, and support.

Scale 269

Scale Sales Hiring Scaling Outsourced Development 269

User Pilot

MAY 27, 2025

This article provides an in-depth and honest review of the platform. For example, you could create an onboarding checklist to walk users through the key tasks involved in setting up and using your mobile app. Curious about WalkMe Mobile? We covered everything from features to pricing, along with insights from real users. Lets dive in!

Mobile 69

Mobile Software Review Technical Review Pricing 69

User Pilot

MARCH 9, 2025

This article will walk you through what customer research really is, from choosing your research methodology to recruiting participants, analyzing feedback , and beyond. E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. What is customer research in SaaS?

SaaS 77

SaaS Social Media Interviewing Scale 77

SaaStr

DECEMBER 20, 2023

So what they did is shift their PR team to position articles with Forbes or Fortune where they market what they’re doing with an Enterprise customer and how they modernized their GTM with ZoomInfo. Is it Cheaper or Better to go PLG? What technologies do they use? What intent topics are important? What size company?

New CTO 305

New CTO Scale Sales Hiring CTO Hire 305

Intercom, Inc.

MARCH 16, 2021

You can also onboard and educate new customers so they’re set up for success with your product from day one and have all of the information they need to get started and overcome common hurdles, such as configuring your app or installing it on mobile. Onboard new customers. Conversations closed by articles. Customer retention.

Payment Methods 202

Payment Methods Payments Scale SaaS Payments 202

SaaStr

AUGUST 29, 2022

Still, it’s simply not enough for companies to put out a few blog articles and hope for the best; executives need to go a step further and really lean into the aspirations, dreams, and fears of their audience. In other words, companies need to sell a vision – not a product.

Scale 278

Scale Sales Hiring Marketplace as a Service B2B 278

Incredo

JANUARY 14, 2020

You searched it on Google, found an article on a video software provider’s blog, and clicked on the headline. At the end of the post, you saw a freebie on a similar topic. If they reach free trial/demo but don’t convert, means your onboarding needs improvements.

Sales Funnel 239

Sales Funnel SaaS Sales Social Media 239

User Pilot

OCTOBER 19, 2024

In this article, we explore the concept of customer satisfaction – how to measure it, why it is important for your business, and how you can improve customer satisfaction levels. According to the American Customer Satisfaction Index , with an ACSI score of 78.0, What is customer satisfaction?

Business 111

Business Underperforming Technical Team Customer Lifetime Value Systems Review 111

Intercom, Inc.

MARCH 10, 2020

We use Product Tours to show customers exactly how to onboard or troubleshoot. The right tools (like Intercom) should give team members article suggestions when they’re helping customers, cutting down resolution time. Our chatbots also automatically suggest articles in chat conversations. Help Center.

Customer Support 221

Customer Support Sales Team Automation Consulting Metrics 221