How To Buy Saas

MAY 29, 2025

This article goes beyond the buzz to show how AI is already driving results in SaaS, finance, retail, and operations, with lessons and case examples that any executive can learn from. Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

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. Unlike traditional businesses, most SaaS businesses operate the subscription pricing model. What is customer satisfaction?

Business 111

Business Underperforming Technical Team Customer Lifetime Value Systems Review 111

Stax

JANUARY 29, 2024

As industry leaders in billing software, our mission is to help our customers work more efficiently, recover more revenue, and effortlessly collect invoices. TL;DR A billing platform is a comprehensive system facilitating subscription management, recurring billing, revenue recognition, payment gateways, analytics, and dunning processes.

Stax 88

Stax Payments Payment Services Payment Features 88

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 239

Customer Support Scale Education Onboarding 239

Stax

APRIL 15, 2025

For subscription-based businesses achieving consistent and predictable revenue growth is the holy grail. In fact, monthly recurring revenue (MRR) is one of the most important metrics subscription businesses should be aware of. It can also be used to calculate the customer acquisition cost (CAC) and gross margin.

Payments 88

Payments SaaS Payments Revenue Payment Services 88

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

Subscription Flow

FEBRUARY 27, 2024

Subscription pricing with the help of automated billing software has transformed many industries and provided businesses with a dynamic way to generate revenue, especially in the SaaS space. SaaS companies’ success is largely dependent on their use of subscription billing.

SaaS Payments 105

SaaS Payments Payment Services Payments Payment Solutions 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

Stax

MARCH 6, 2024

For businesses offering subscriptions, memberships, retainers, and other recurring services, recurring billing is a powerful solution to streamline processes and ultimately enhance revenue generation. Consider this: Consumers are already conditioned to the subscription model. Learn More What is Recurring Billing?

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

User Pilot

MARCH 7, 2023

That’s why we have ten reasons why your users are canceling their subscriptions and what you can do to mitigate them and drive long-term customer retention. Terrible primary onboarding. Involuntary churn due to failed payments. And what are the most concerning cancellation reasons you could avoid? Keeping bugs unfixed.

SaaS Payments 105

SaaS Payments Payment Features Subscription Payment Methods 105

Subscription Flow

DECEMBER 18, 2023

One crescendo in the symphony of seasonal commerce is subscription boxes. This article is for subscription box retailers so that they can maximize not only the festivity of this time but also the sales. However, we have come up with some different subscription box trends that you can follow for Christmas 2023.

Payment Features 105

Payment Features Subscription Trends Social Media 105

Stax

DECEMBER 20, 2023

With the majority of processors relying on negotiations and tacking on hidden costs like exorbitant setup fees, dishonest monthly subscription fees, or unfavorable long-term contracts, it can be hard to know what the best rates really are. One that provides invoicing features?

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Features 88

Intercom, Inc.

APRIL 26, 2022

With Intercom Surveys , customer feedback helps you to continuously optimize your business in simple and efficient ways – so from lead capture through to onboarding, NPS, product feedback, and churn, survey insights will help you learn and scale. With Intercom, you can flawlessly communicate with your customers, wherever they may be.

Payment Methods 219

Payment Methods Payment Services Payment Solutions Payments 219

User Pilot

FEBRUARY 14, 2024

In the article, we look at 12 solid contenders for this title, covering a few most common use cases: In-app user engagement Sales funnel management Customer support Analytics and reporting Marketing Collaboration and project management Let's dive right in! It also offers tools for managing recurring payments and subscriptions.

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

Stax

JANUARY 17, 2024

Clearly, ACH transactions are one of the fastest-growing modes of electronic payments in the world. This also signifies the growing importance of ACH payment facilitators in the digital payments landscape. Most ACH PayFacs offer instant onboarding , making it quick and easy for merchants to start accepting payments.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Onboarding 98

Onboarding Technical Review Strategy Software Review 98

User Pilot

AUGUST 6, 2024

This article breaks down what you need to know to get started. Measure your success by monitoring metrics like activation rate, time to value , and onboarding completion rate. This involves upselling , cross-selling , and ensuring continuous subscription renewals. creating their first design if you’re a UX design tool).

SaaS Payments 103

SaaS Payments Metrics Scale Sales Funnel 103

User Pilot

NOVEMBER 27, 2023

By the end of this article, you will be equipped to do that. Improve business valuation Your company’s valuation is tied closely to its revenue performance, especially because you’re a subscription business. If your company has 100 customers paying a monthly subscription of $50 each, your MRR would be $5,000.

Payments 105

Payments Revenue Payment Features SaaS Payments 105

FastSpring

APRIL 1, 2021

It provides insights into product functionality and onboarding. This is especially true for SaaS businesses, where it’s common for customers to either come in through or go through a free trial after an initial engagement method (think ads, news articles, or referrals). Or maybe the onboarding process is too complicated.

Payment Solutions 138

Payment Solutions SaaS Payments Payment Methods Strategy 138

User Pilot

MAY 30, 2025

Chargezoom , a B2B invoicing platform, struggled to keep up with its ever-increasing customer base. So, for this article, we asked Erin Gordy, the director of customer success, to tell us how her team went from being on the verge of collapsing to preventing churn and increasing account expansion.

Churn 65

Churn Scale Payment Features Sales Hiring 65

User Pilot

SEPTEMBER 21, 2023

In this article, we broke down different examples and how to implement them for your product. This insight allows you to optimize the trial experience, increasing users’ likelihood of transitioning from free trials to paid subscriptions. It’s a problem if users are clicking the feature but not using it to create invoices.

Payment Features 105

Payment Features Customer Lifetime Value User Experience Churn 105

Totango

MARCH 19, 2021

The traditional approach fails to see things from the perspective of the customer, instead, it takes a company-centric approach, splitting these into multiple journies each handled by a different department; marketing, sales, onboarding, retention. Keep in mind that onboarding can also begin in the presales process.

Sales Recruiting 126

Sales Recruiting Onboarding Branding Retention 126

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 201

Payment Methods Payments SaaS Payments Scale 201

User Pilot

MAY 31, 2025

This article will provide an in-depth review of the platform. Users can jump straight into live chat, browse help center articles, or interact with bots for instant answers, all without leaving your app. But is Intercom Mobile still worth the investment in 2025 and beyond? Well cover its key features, pricing, and real user reviews.

Mobile 70

Mobile Software Review Pricing Underperforming Technical Team 70

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

Intercom, Inc.

OCTOBER 16, 2019

You also need to ensure you have a smooth onboarding process where users obtain value early. On the whole, minimize time-intensive interactions as much as possible, so make sure your onboarding is straightforward and that the application is as intuitive as possible. Goal of website.

Business Model 195

Business Model Scale Pricing Payment Methods 195

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. During the sales process, including sales appointment scheduling, meetings and payment processes. Guiding customers through onboarding.

B2B 122

B2B Payment Methods Payments SaaS Payments 122

Totango

JUNE 3, 2022

Here’s a customer success manager introduction email you can use when onboarding a new client to your company. To get you and your team started, I’d like to schedule an onboarding call at your earliest convenience. Link to helpful articles, FAQs, or videos]. Renewal reminder emails are vital for SaaS subscription services.

Customer Success 115

Customer Success Payments SaaS Payments Payment Methods 115

User Pilot

OCTOBER 5, 2023

In this article, you will learn: What marketing automation means for growth teams and how it’s different from traditional marketing automation. For example, imagine trying to onboard users manually; you’ll waste valuable time that could have been used for other activities. For example, imagine you have an invoicing software.

Scale 105

Scale Marketing Growth Marketing Payment Features 105

Neil Patel

SEPTEMBER 27, 2020

We’ll do a more in-depth assessment of the different types of applicant tracking software later on in this article. This can include candidate sourcing, applicant tracking, employee onboarding, recruiting analytics, and workforce planning. You can use Bullhorn to fill jobs and automate the onboarding process. Feature List.

Software Review 145

Software Review Software Interviewing Scale 145

FastSpring

SEPTEMBER 2, 2020

In this article, you’ll learn all about LTV, why it’s important, how other companies have used it to scale, and finally—how to calculate your company’s LTV. These methods are fine for short-term forecasting, but for subscription-based companies, the calculation gets a little more complicated.

Scale 148

Scale Payment Methods Payments SaaS Payments 148

FastSpring

APRIL 26, 2022

Last week, I canceled an annual SaaS subscription (I had three weeks left until renewal). Interestingly, even though I paid for a year-long subscription, the company didn’t let me keep the last three weeks of access to its premium features. This action will immediately downgrade your subscription. Table of Contents.

Benchmarks 147

Benchmarks Churn Payments SaaS Payments 147

Totango

AUGUST 16, 2022

Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. Customer retention software is an app that promotes SaaS subscription renewals and reduces churn rates. Onboarding. What Is Customer Retention Software?

Payment Solutions 106

Payment Solutions Payment Methods Retention Customer Success 106

User Pilot

APRIL 30, 2024

This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. Appcues enhances user onboarding, adoption , and retention with targeted walkthroughs, in-app messaging, and feature adoption tools. You don’t handle maintenance or updates.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

User Pilot

JUNE 5, 2025

As a product manager at Userpilot, I’ve had the chance (and let’s be honest, responsibility) to try out major onboarding automation tools in this space. Before all the details, here’s a quick look: Userpilot – Best onboarding automation tool for both mobile and web apps. Walkme – Best employee onboarding software.

Onboarding 52

Onboarding Software Review Technical Review Systems Review 52

User Pilot

MAY 14, 2024

In this article, you will learn about the main benefits of custom product analytics dashboards and how to create them in Userpilot. Thanks to custom dashboards, you can monitor and optimize the free-to-paid conversions , the onboarding process , events leading to churn , or expansion revenue, to name just a few. For example, Invoices.

Onboarding 105

Onboarding Churn Trends Retention 105

Sales Hacker

SEPTEMBER 24, 2022

In this article, I’ll walk you through: What a sales funnel is, The elements of a high-performing sales funnel, And finally, strategies to create sales funnels that get results. Keep your message short and include links to relevant articles, blog posts, and resources. Customer onboarding activities. What is a sales funnel?

Sales Funnel 131

Sales Funnel Outsourcing Services Underperforming Technical Team Social Media 131