Chart Mogul

SEPTEMBER 15, 2023

For years we have been reading and hand-picking the best SaaS blog posts to share with 24K+ SaaS Roundup subscribers. Subscriber or not, anyone who wants to increase their SaaS knowledge will benefit by reading the … For years we have been reading and hand-picking the best SaaS blog posts to share with 24K+ SaaS Roundup subscribers.

Scale 52

Scale Underperforming Technical Team Sales Hiring SaaS 52

User Pilot

APRIL 30, 2024

Personalized onboarding reduces time to value. Checklists are a powerful onboarding tool. Regularly collect customer feedback to identify opportunities to improve the customer experience via in-app and email surveys. Emails are also good for re-engaging inactive customers. Userpilot product-led blog.

Underperforming Technical Team 96

Underperforming Technical Team Strategy Marketing Customer Lifetime Value 96

SaaStr

NOVEMBER 21, 2023

Tip #2: Rapidly Scale Across The Globe With AI Onboarding and Training Imagine bringing a whole bunch of employees into your organization. So, how do you train and onboard new employees and make them productive? By having AI as the onboarding and training co-pilot. To seamlessly onboard and train for rapid growth.

AI 230

AI Scale Generative AI Sales Hiring 230

User Pilot

APRIL 18, 2024

Examples: SEO product-led content or email marketing. Sign-up pages with one field (email address) and SSO have the highest conversion rates. In SaaS, getting users to value quickly matters a lot, so invest in onboarding and self-service support. Userpilot is a product onboarding platform that can help you with that.

Payment Methods 86

Payment Methods Marketing SaaS Payments Payments 86

SaaStr

SEPTEMBER 12, 2023

. • The company will need a Sales Ops/Enablement professional for every 30-50 salespeople to manage training, onboarding, territories, and compensation plans. 2 Cold Emails I Funded For Millions Cold emails to investors can work if they are personalized, compelling, and show early traction or metrics that demonstrate a clear opportunity.

Sales Hiring 233

Sales Hiring Technical Advisors Compensation Outsourced Development 233

Totango

AUGUST 11, 2022

Digital interactions that inform SaaS client relationships span the range of the customer journey , from pre-purchase marketing engagements to onboarding to subscription renewals, upsells and brand advocacy. Blog content consumption. Here are 14 top ways to use this principle: Deliver a great onboarding experience.

Technical Review 105

Technical Review Social Media Software Review Onboarding 105

User Pilot

FEBRUARY 20, 2023

Wondering how to improve user onboarding and boost customer retention? Your user onboarding strategies must help customers understand your product and obtain value for you to compete favorably and achieve more conversions. Take advantage of your welcome email and in-app empty states to showcase your product and educate the user.

Onboarding 84

Onboarding Software Review Mobile Scale 84

SaaStr

FEBRUARY 10, 2021

Your new client onboarding process could be that chance. When you deliver an exceptional experience during the onboarding process, you build trust that will last far beyond the initial project or implementation. If that initial onboarding experience isn’t good, it leaves a bad taste in everyone’s mouth. Of course you are!)

Onboarding 182

Onboarding Customer Success Sales Software 182

ChurnZero

DECEMBER 27, 2019

I f ChurnZero were to release a greatest hits compilation of our top content, milestones, and life events in 2019, this blog post would be it. With over 70+ published blogs this year, we whittled down our list to the ten most popular posts from the ChurnZero team and friends. . Top 10 Blog Posts from 2019 .

Technical Review 64

Technical Review Software Review Churn Customer Success 64

Totango

AUGUST 18, 2021

Freemium onboarding forms a critical stage in users’ path to becoming paying customers. The email sequences you use to onboard freemium users can directly determine whether they upgrade to premium buyers or they become inactive users. What Is a Freemium Onboarding Email Sequence? Welcome Email.

Onboarding 115

Onboarding Benchmarks Branding Trends 115

User Pilot

MAY 16, 2023

However, the time-tested strategy of SaaS email marketing has proven to be a reliable method of driving product growth. In this guide, we’ll go over the reasons why email marketing is important and showcase 12 SaaS email marketing strategies that you can use for your own email marketing campaigns.

Strategy 73

Strategy Marketing SaaS Onboarding 73

User Pilot

APRIL 21, 2024

Here’s an example of our MOFU blog post about improving user activation. Userpilot blog post. Others include PPC adverts, social media, or email marketing. For example, you run paid ads to drive traffic to your product-led blog posts. Once you register, Surfer sends you an email to verify your address.

SaaS Payments 83

SaaS Payments Payment Services Payment Methods Payment Solutions 83

Totango

FEBRUARY 5, 2024

emails from the sales rep. Unfortunately, many Sales representatives do little more than send an email introducing the customer to their CS manager after the contract is signed and then move on to the next. “If Out: The old-school Sales-to-CS handoff. No more “Here’s your customer success manager, see you never!”

Customer Success 98

Customer Success Onboarding Enterprise Technology 98

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. You submitted your email address/phone number and downloaded that free resource. You can find both educational and promotional posts on their blog.

Sales Funnel 239

Sales Funnel SaaS Sales Social Media 239

Sales Hacker

SEPTEMBER 24, 2022

To gather data, analyze your existing customer base by tracking their interactions with your website or blog, social media pages, sales reps, and more. This segmentation could mean setting up different landing pages for different customers, sending customized emails to different groups, etc. Email outreach campaigns.

Sales Funnel 118

Sales Funnel Outsourcing Services Underperforming Technical Team Social Media 118

User Pilot

JANUARY 16, 2024

The customer onboarding process flow chart is a tool that’s essential for optimizing your activation and adoption efforts. TL;DR A customer onboarding process flow chart is a visual tool that outlines the key stages of customer onboarding , aiding SaaS teams in creating consistent and effective onboarding experiences.

Onboarding 89

Onboarding AI Retention Scale 89

Totango

OCTOBER 11, 2021

Continuous Onboarding. One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. For example, personalized email subject lines are common.

Education 95

Education Onboarding Communication Retention 95

Totango

MAY 13, 2022

Onboarding is one of the first times your customer engages with your business. The right customer engagement software can optimize your onboarding process and help promote experiences that lead to customer renewal. In this blog, we’ll provide a guide to choosing the right digital engagement platform for your business needs.

Engagement 103

Engagement Onboarding Artificial Intelligence Social Media 103

Totango

JANUARY 3, 2024

Our customers achieved impressive outcomes in 2023 and leveraged critical Totango functionality to prevent churn, increase revenue growth, and boost team productivity—downloading 1,737 SuccessBLOCs, delivering 40 million emails, and creating 110,184 workflows.

Software Review 111

Software Review Scale Customer Success Innovation 111

User Pilot

MAY 2, 2024

Secondary onboarding introducing advanced features unlocks additional customer value. For example, a personalized onboarding flow guides users only through the functionality relevant to their use cases. Like interactive walkthroughs, in-app patterns, video tutorials , training courses, how-to guides, and product-led blog posts.

Retention 74

Retention Metrics Strategy Scale 74

User Pilot

JANUARY 8, 2024

The idea is to share resources free in exchange for lead data (mostly name, email, and basic company info). For instance, use educational blog posts for awareness, case studies for consideration, and product demos for decision-making. Use your onboarding emails to provide product tips and resources. Bynder product tour.

Acquisition 99

Acquisition Strategy Social Media Underperforming Technical Team 99

User Pilot

JUNE 20, 2023

Learning to reduce customer onboarding time will impact your business in no small way. But what exactly is an onboarding time, and how do you improve it for your SaaS? TL;DR The customer onboarding time is the amount of time it takes SaaS companies to educate and turn new users into regular customers. Book a demo to try it out.

Onboarding 90

Onboarding Education Retention Engagement 90

FastSpring

OCTOBER 13, 2020

Optimize Your Onboarding Process to Deliver Value Quickly. Onboarding is your opportunity to teach a new customer how to successfully use your product. But you may want to consider giving your customers access to instructional content—videos, step-by-step instructions, helpful blog posts, etc.—to It sounds simple enough.

Retention 148

Retention Payment Features Payment Methods Payment Services 148

User Pilot

JUNE 30, 2023

This article provides an overview of 19 popular AI content-writing tools that will help you create different content types, from in-app messages to long-form blog posts. Known for its budget-friendly pricing , Rytr enables the creation of high-quality content such as blog posts, emails, and social media captions.

AI Search 93

AI Search AI Payment Solutions ChatGPT 93

User Pilot

JANUARY 26, 2024

Product-led content comes in different formats, including videos , case studies , blog posts, research reports, checklists , newsletters , and social media posts. For example, a tool comparison blog will be more relevant at the acquisition stage , while a step-by-step guide – at the activation or adoption stages.

Content Marketing 52

Content Marketing Marketing Social Media Education 52

User Pilot

OCTOBER 31, 2023

Onboarding is vitally important for any SaaS owner or product manager. Taking users through your product or service using an onboarding call is a pretty standard part of the customer onboarding process. In this blog, we’ll explore the differences between the two methods – and when it makes sense to use both.

Onboarding 86

Onboarding Scale Customer Success Scaling 86

Intercom, Inc.

DECEMBER 1, 2021

Study any sales coaching blog, podcast, or book and you’ll find plenty of advice on the best ways to coach your sales reps: join their calls, listen to recordings, apply a framework … the list goes on. But these tips seldom acknowledge the essential role of emails in the sales process. Why are emails crucial to closing the deal?

Communication 118

Communication Underperforming Technical Team Sales Technical Review 118

User Pilot

JUNE 15, 2021

UX or CS teams who are trying to improve their SaaS user onboarding experience often ask us: Which software companies have the best user onboarding experiences? When it comes to onboarding a new user, the experience must be obsessively aligned with providing that first moment of value. . Who can we turn to for some inspiration?

Onboarding 145

Onboarding SaaS User Experience Software 145

User Pilot

AUGUST 6, 2023

TL;DR Marketing automation describes the use of software tools to automate repetitive marketing tasks, like sending emails or scheduling social media content. An example of automated in-app onboarding could be triggering personalized onboarding walkthroughs or checklists based on welcome survey responses.

Marketing 85

Marketing SaaS Social Media Onboarding 85

User Pilot

MARCH 31, 2023

Optimizing the user onboarding flow is always a key SaaS business goal. That being said, it can be difficult to improve the user’s experience if you don’t follow the onboarding flow best practices that this guide will go over! What is the onboarding flow process? What makes a good onboarding flow?

Onboarding 92

Onboarding Churn Retention Engagement 92

User Pilot

JULY 20, 2023

AI tools can help you with content creation, image generation, localization, SaaS marketing, email automation, and data analysis. Best AI writing tools for the content creation process: Userpilot’s onboarding AI writing assistant: use AI to generate engaging content for your in-app messaging prompts (modals, tooltips, etc.).

Artificial Intelligence 84

Artificial Intelligence AI Search AI Software Review 84

User Pilot

JULY 30, 2023

You can segment customers by: Segmenting trial customers to improve onboarding , user experience , and conversion rates. Klaviyo’s automation capabilities and email templates streamline email marketing campaigns for deeper customer relationships. Behavioral segmentation. Preference-based segmentation.

Scale 87

Scale Marketing Onboarding User Experience 87

User Pilot

JULY 31, 2023

13 customer retention strategies for increasing the customer lifetime value: Use customer data to personalize the onboarding process. Implement an onboarding checklist to drive activation. Leverage secondary onboarding to drive repeated value for existing customers. Use email marketing campaigns to bring back inactive users.

Retention 90

Retention Strategy Marketing SaaS 90

User Pilot

AUGUST 2, 2023

With the amount of data companies have available, there is no excuse not to use data-driven email marketing. Whereas data-driven email marketing uses valuable customer data to send the right email at the right time to assist with your product’s growth. You can use customer data to ensure emails get seen by your customer.

Data 84

Data Strategy Marketing Software Review 84

Totango

OCTOBER 11, 2021

Continuous Onboarding. One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. For example, personalized email subject lines are common.

Education 77

Education Onboarding Communication Retention 77

User Pilot

MARCH 14, 2024

Users may get stuck on empty states so use the space for a welcome message to kickstart onboarding. Onboarding checklists are great for guiding users through the initial activation events, while interactive walkthroughs can help activate a specific feature when users are ready. Use welcome surveys to profile and segment new users.

Onboarding 90

Onboarding Social Media User Experience Engagement 90

Totango

AUGUST 23, 2022

Post-sales interactions, starting with the customer’s onboarding experience and continuing throughout their relationship with your brand. Guiding customers through onboarding. Blog content. Onboarding. Onboarding. Adoption occurs as onboarded customers increase usage of your product. Video content and ads.

B2B 115

B2B Payment Methods Payments SaaS Payments 115