Chart Mogul

OCTOBER 30, 2024

Onboarding Specialist? Satisfaction > Adoption when it comes to determining a good success metric. Customers don’t care about your title Account Executive? Account Manager? Customer Success Manager? But at the end of the day, customers don’t care about your title.

Management 105

Management B2B SaaS Scale 105

SaaStr

OCTOBER 27, 2022

At OnBoard , we believe board meetings should be informed, effective, and uncomplicated. Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 2,000 organizations and their 12,000 boards and committees in 32 countries worldwide. Qwilr is the tool of choice for scaling B2B sales teams.

Merchant Services 244

Merchant Services Payment Solutions Onboarding Payments 244

SaaStr

OCTOBER 3, 2023

PST, Bo Borland, founder, and CEO of playbuilt, shares four steps for creating repeatable success at every stage of growth, specifically in B2B Enterprise. Let’s look at Borland’s approach to aligning and executing B2B team selling motions for a rinse-and-repeat process for growth. Mapping 9-box to the buyer’s journey and team roles.

Enterprise 298

Enterprise B2B Scale SMB 298

SaaStr

FEBRUARY 25, 2025

The event is strategically designed to facilitate 1000s of meaningful connections through 1000+ on-site “Who Do You Want To Meet” dedicated 1-on-1s for B2B founders and execs (no service providers, sorry!) VIP Networking app for B2B founders and execs attending (no service providers, sorry!)

Sales Recruiting 183

Sales Recruiting Scale CTO Hire Sales Hiring 183

SaaStr

JANUARY 19, 2022

Vimeo CEO Anjali Sud shares how a pivot from targeting B2C creators to the B2B market put the company on the path to success. Why the Shift to B2B? However, that space was too difficult to dominate, and customer feedback and behavior signals indicated that the B2B market would be the better path. Yet the reward may be worth it.

B2C 264

B2C B2B Enterprise Leadership 264

SaaStr

MAY 15, 2024

A lot of you reading SaaStr are probably more B2B SaaS oriented and may not be paying attention to the consumer market, but it’s already massive and is continuing to grow quickly. In many ways, they have to do better with UI/UX, onboarding, and conversions. In B2B, the classic metric for this is 2% now and was 2% in 2006.

Payment Features 307

Payment Features Subscription B2B Mobile 307

SaaStr

MARCH 24, 2025

AI is already reshaping B2B SaaS, and its only going to accelerate. Customers expect AI to be baked into your product, whether its automating workflows, improving onboarding, or delivering predictive insights. Onboarding should feel seamless, emails should write themselves, and insights should be delivered without lifting a finger.

AI 141

AI Trends SaaS AWS 141

USIO

APRIL 15, 2025

B2B & B2C friendly: Ideal for consumer-to-business, business-to-business, and government disbursements. Banks and Credit Unions: Modernize Your Offering Use FedNow to: Offer customers real-time P2P and B2B payments. No cost with automated onboarding, revenue share, and built-in PCI Level 1 compliance (the highest level of security.)

Payments 130

Payments Payment Services Merchant Services SaaS Payments 130

FastSpring

JUNE 22, 2022

We don’t have to look far to find examples of B2B SaaS companies that have found traction using a self-service or product-led motion. Look at Zoom or Slack: businesses designed for enterprise organizations that use B2C-like onboarding flows (such as product-led growth, or PLG) to fuel interest and adoption. What does that mean exactly?

B2C 148

B2C Payments SaaS Payments B2B 148

Inturact

DECEMBER 26, 2023

Theoretically, You might do everything correct in creating your user onboarding but there might still be some challenges on your way to creating an onboarding that has some frictions, and challenges.

Onboarding 110

Onboarding B2B Software 110

The Daily Egg

APRIL 6, 2023

Rocketlane is an early-stage B2B tech company focusing on customer onboarding and professional services automation (PSA). The company is already making waves. The post Rocketlane Review appeared first on The Daily Egg.

Technical Review 290

Technical Review B2B Onboarding 290

ChurnZero

FEBRUARY 28, 2025

I have spent over 20 years studying and working in the trenches of the membership economy, both with B2B and B2C organizations. 1: Number of buyers The biggest difference between B2B and B2C is the number of buyers and the benefits they seek. Take a page from your B2C counterparts and optimize for onboarding , engagement and retention.

SaaS Payments 52

SaaS Payments Payment Features Subscription B2B 52

FastSpring

DECEMBER 18, 2020

While we’ve been shopping for items like clothes or shoes online for years, another trend is now emerging—business-to-business (B2B) ecommerce. It’s easy to think of online sales as a marketplace where we buy items for ourselves, but more and more B2B and SaaS sales are now happening online. What is B2B Ecommerce?

Payment Methods 148

Payment Methods B2B Outsourcing Services Payment Services 148

Buffer Resources

JANUARY 15, 2024

Inaccurate, packed with "filler," or completely AI-generated — bad B2B (business-to-business) content is easy to spot and even easier to find online. But what makes B2B content good ? According to one study, it also costs over $50 billion annually due to wasted resources alone. Tough question. Interview them.

B2B 138

B2B Technical Advisors SaaS Payments Underperforming Technical Team 138

SaaStr

OCTOBER 25, 2021

“Unless your product has a huge TAM to cast your net in, no-touch onboarding, and an obvious first “wow” moment you’re trying to reach, free trials and/or freemium pricing does not work well.” But it’s rarely if ever a marketing strategy in B2B. And it was early. I had to try. . Jason, ed. :

Pricing 325

Pricing Scale Enterprise Onboarding 325

SaaStr

JUNE 18, 2020

Q: Is free trialing still an effective way to get customers in your B2B SaaS these days? They want the vendor to set everything up, do the onboarding, etc. Your Software Has To Be Good Enough to Self-Onboard. Free Trials are Great. And really, it would be great if every app had one today. It’s 2020! It depends.

Onboarding 275

Onboarding Enterprise Branding B2B 275

Totango

AUGUST 23, 2022

B2B Customer Journey Touchpoints: A Guide for CS Teams. B2B customer journey touchpoints mark the roadmap toward successful outcomes for clients and CS teams. In this way, customer journey B2B touchpoints serve as a powerful tool for increasing the effectiveness of your customer success strategy. What type of medium is used.

B2B 122

B2B Payment Methods Payments SaaS Payments 122

Point Nine Land

MAY 11, 2023

Speed and Adaptability Will Define the B2B SaaS Winners in the Generative AI (R)evolution Smaller species tend to have shorter lifespans and faster reproductive cycles and can therefore adapt much faster to changes in the environment. Humans are a bit of an outlier because of their ability for cultural adaptation. ʟᴀᴜɴᴄʜ ᴅᴀʏ?Today

Generative AI 128

Generative AI AI B2B Software 128

SaaStr

MAY 29, 2025

This isn’t optional technologyit will become table stakes for B2B sales, just like CRM systems became non-negotiable in the 2000s. The result? More specialization in human roles, with AI handling the connective tissue between specialized functions.

Sales Hiring 170

Sales Hiring Underperforming Technical Team AI Scale 170

SaaStr

JULY 14, 2024

Customer Engagement and Onboarding: Jason stresses the importance of early customer engagement. AI in SaaS: Jason is bullish on the tactical benefits of AI in improving workflows within B2B SaaS. Enterprise Sales: Jason discusses the evolution of PLG, noting that it’s essentially freemium with better analytics.

Sales Hiring 257

Sales Hiring Outsourcing Services Scale Interviewing 257

Inturact

NOVEMBER 20, 2023

In a landscape brimming with competition, delivering a stellar user experience from the get-go is not just an option; it's a necessity. Fortunately, the right set of tools can streamline this process, transforming how users perceive and interact with your software.

Onboarding 110

Onboarding B2B User Experience SaaS 110

Sales Hacker

NOVEMBER 8, 2024

For B2B SaaS companies, building a base of advocates – customers who champion your brand can be a pivotal go-to-market advantage. Efficient TTV highlights an optimized onboarding experience and provides a clear indicator of early product satisfaction. Visit vanta.com/gtmnow to learn more about Questionnaire Automation.

Scale 111

Scale Sales Recruiting Sales Hiring AI Search 111

User Pilot

OCTOBER 6, 2023

In SaaS, the B2B marketing funnel forms the backbone of any successful product and marketing team. First, let’s explain the basic concepts and then discover a 6-step process to build a B2B marketing funnel that feeds product growth. What is a B2B marketing funnel? What is a B2B marketing funnel?

B2B 105

B2B Development Team Review Software Review Marketing 105

SaaStr

JULY 27, 2022

Customers should feel empowered to take on onboarding and essential customer support themselves. Secret 5: Build a B2C Rather Than a B2B Marketing Engine. Support autonomous sales cycles, onboarding, and customer service as much as possible to optimize your reach in the SMB market. Key Takeaways.

SMB 244

SMB Sales Hiring Scale B2C 244

User Pilot

JULY 23, 2023

Trying to figure out what your B2B marketing team structure should be? In this article, we’ll go through the essential roles in a B2B marketing team structure and their responsibilities. In this article, we’ll go through the essential roles in a B2B marketing team structure and their responsibilities.

B2B 97

B2B Sales Hiring Marketing Social Media 97

User Pilot

SEPTEMBER 7, 2023

Interested in building a B2B customer journey map? In this article, we’ll cover B2B customer journey stages, how to build a B2B customer journey map, and the right tools to use. In this article, we’ll cover B2B customer journey stages, how to build a B2B customer journey map, and the right tools to use.

B2B 105

B2B SaaS User Experience Retention 105

SaaStr

JUNE 13, 2024

Will they be able to follow up on a deal or handle onboarding and deployment issues? Classic B2B SaaS Last Year vs. Summer ‘24 Where are we today? There weren’t any BDRs 25 years ago, and salespeople will be able to do much more with less effort. Will a sales executive be able to manage the entire life cycle with AI?

Scale 311

Scale AI Sales Underperforming Technical Team 311

User Pilot

MAY 20, 2024

Are you using B2B loyalty programs in your business? B2B loyalty programs can take many different shapes, so this article will explore how yours might look, why they are important, how you can build one, and some examples to inspire you.

B2B 102

B2B B2C Retention Education 102

SaaStr

JANUARY 22, 2021

Product-Led Growth Meets Evolving Customer Expectations: B2B buyers prefer to try before buying. Product-Led Growth Offers Unbeatable Economics: Lowers cost of acquiring, onboarding and retaining customers. Growth is becoming more costly than ever, with companies pressured to outspend each other on sales and marketing budgets.

Scale 291

Scale New CTO CTO Acquisition 291

SaaStr

AUGUST 29, 2022

5 Critical and Company-Altering Learnings from B2B Startups with Y Combinator : Anu Hariharan , Managing Director at Y Combinator, will share key learnings from top B2B startups and how these pivotal lessons help founders build in any sector. Today’s economic headwinds will hasten the arrival of a new era in B2B sales.

Scale 291

Scale Sales Hiring Marketplace as a Service B2B 291

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. Pendo vs. Userpilot. Userpilot is perfect for non-technical teams. party emojis).

Technical Review 105

Technical Review Underperforming Technical Team Software Review Onboarding 105

User Pilot

OCTOBER 19, 2024

4 Qualtrics for collecting multichannel feedback and B2B market research data Qualtrics NPS surveys. It’s designed for B2B enterprises that require advanced capabilities to collect and analyze customer feedback from B2B markets, and from multiple channels. Qualtrics is a highly robust experience management platform.

Software Review 105

Software Review Technical Review Software B2C 105

User Pilot

NOVEMBER 7, 2024

Product demos can be used at various stages in the customer journey, such as on your website to engage potential customers, in email campaigns to nurture leads, during sales calls to provide a “try before you buy” experience, and for customer onboarding to help new users get up to speed quickly.

Payment Methods 103

Payment Methods Payment Solutions Software Review SaaS Payments 103

Totango

AUGUST 9, 2022

B2B customer segmentation gives you the power to customize your service and even personalize it for individual clients. This article will give you six best practices for optimizing your B2B customer segmentation. What Is B2B Customer Segmentation? Why Should You Use B2B Customer Segmentation?

B2B 106

B2B Social Media Market Research Customer Success 106

User Pilot

FEBRUARY 27, 2023

User onboarding is one thing that can make or break your product. So how do you make sure how you provide an excellent onboarding experience to your customers? That’s what we explore in this complete guide to user onboarding. That’s what we explore in this complete guide to user onboarding.

Onboarding 105

Onboarding Customer Lifetime Value Underperforming Technical Team Engagement 105

Subscription Flow

FEBRUARY 27, 2024

However, handling multiple subscription plans and the dealing with the complexities of B2B enterprise SaaS billing, variable customer lifecycles, and subscription management can be extremely difficult. It is easier to plan and manage finances effectively when there is stability.

SaaS Payments 105

SaaS Payments Payment Services Payments Payment Solutions 105

SaaStr

FEBRUARY 27, 2023

A way of onboarding new employees and equipping them with the right tools. They also hired a VP of Partners who knew how to scale B2B software. Storyblok then invested in an onboarding and learning platform to create a four-week onboarding program rather than the lengthy wiki pages they previously used.

Scale 245

Scale Sales Hiring Sales Recruiting Scaling 245