User Pilot

JANUARY 31, 2023

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.

Onboarding 98

Onboarding Underperforming Technical Team Software Review Technical Review 98

Totango

NOVEMBER 27, 2023

We know that sales and customer success (CS) teams must work together to drive revenue growth and expansion. However, as the focus on retention and expansion to drive growth has become more pertinent, the role of CS has also sharpened to focusing more on driving and ensuring customer value.

Revenue 71

Revenue Sales Customer Success Churn 71

User Pilot

APRIL 27, 2023

If your new users drop off a lot while onboarding, it’s likely because you’re not practicing frictionless customer onboarding. Seamless onboarding flows are game changers. They lead to increased user engagement and activation while helping to retain customers in the long run.

Onboarding 88

Onboarding SaaS Engagement Education 88

User Pilot

JUNE 12, 2023

Any savvy product manager should have a rock-solid understanding of goal-oriented user onboarding. If you want to brush up on your knowledge of the onboarding process – and how you can keep users engaged and achieving their goals throughout – you’ve come to the right place! What is goal-oriented user onboarding?

Onboarding 90

Onboarding SaaS Education Engagement 90

User Pilot

JUNE 20, 2023

Looking to level up your user onboarding knowledge with onboarding books? An exceptional user onboarding experience can make all the difference for your SaaS company's growth. Onboarding books can offer you the knowledge and insights necessary to craft a remarkable onboarding process. But where do you begin?

Onboarding 97

Onboarding VP of Engineering SaaS Consulting 97

User Pilot

FEBRUARY 26, 2024

TL;DR Marketing funnel analysis is the process of evaluating how customers progress from the moment they learn about your product til they convert to paid accounts , and beyond. It also helps them seal any leaks in the funnel resulting in the loss of potential customers. Let's get right into it! It gets even better.

Marketing 102

Marketing Sales Funnel Forecasting Customer Lifetime Value 102

User Pilot

MAY 16, 2022

Product-led onboarding is something of a revolution in the SaaS industry. It’s not a ‘hack’ or a quick fix: it’s a mindset shift in how you approach your user onboarding process. Ready to transform new users into lifelong customers? First, signup should be as fast, smooth, and as frictionless as possible.

Onboarding 98

Onboarding Customer Success Scale Strategy 98

User Pilot

APRIL 20, 2023

Nailing the product adoption process will help boost free-to-paid conversion rates , improve customer retention , and boost customer loyalty. Your job is to help move your customers smoothly from one stage to the next. Turns customers into advocates: User adoption is all about value realization.

Customer Lifetime Value 85

Customer Lifetime Value Onboarding Retention Innovation 85

User Pilot

MARCH 1, 2022

There are multiple channels and tactics you can implement to engage with customers and bring them back. why segmentation and good customer service are key drivers of user engagement. User segmentation , win-back emails , and active customer support are good proactive measures for targeting inactive users before they churn.

Engagement 98

Engagement SaaS Social Media Churn 98

User Pilot

NOVEMBER 28, 2022

In this article, we’ll show you: What customer churn is and why it matters. 6 strategies to improve your churn rate and retain more of your customer base. Customer churn occurs when customers cancel their subscription to a product or service. There are four main reasons why customers churn.

Churn 98

Churn Software Review SaaS User Experience 98

User Pilot

APRIL 28, 2023

Implementing a product adoption framework can help you slash your churn rate and prevent people from leaving your product, transform your customers into your best marketing tool, and boost expansion revenue. An adoption framework sets out a strategy to move customers smoothly through the process. Six key steps in the adoption process.

Customer Lifetime Value 94

Customer Lifetime Value SaaS Innovation Underperforming Technical Team 94

User Pilot

FEBRUARY 25, 2024

Frictionless sign-ups and proactive support are now essential for winning over users. This is the best way to encourage customers to create an account and boost your form conversion rate. Proactive support is now key to user satisfaction In an era where users are spoilt for choice, great customer service quickly stands out.

SaaS Payments 104

SaaS Payments Trends Payment Solutions Payment Methods 104

User Pilot

APRIL 29, 2022

Fancy hiring a customer onboarding specialist or simply want to know who they are and what they do? In this article, you will get everything you need to know about customer onboarding specialists. What user onboarding software do you need to buy to equip them? Who is a customer onboarding specialist?

Onboarding 96

Onboarding Underperforming Technical Team Interviewing Benchmarks 96

User Pilot

APRIL 26, 2023

Why is it important to analyze customer data? Because it’s one of the best ways to improve customer retention and grow faster in SaaS. In this article, we cover: What customer behavior analysis is and why it’s important. 6 ways to collect and analyze customer data. What is customer data analysis?

Data 98

Data Data Analysis Software Review SaaS 98

User Pilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Point users to key actions with onboarding checklists.

Education 98

Education Onboarding Customer Success Engagement 98

User Pilot

FEBRUARY 21, 2023

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. And your role at a customer success team? TL;DR User adoption is the journey in which a customer becomes a regular user of your product and makes it part of their life.

SaaS Payments 91

SaaS Payments Strategy Payment Solutions SaaS 91

User Pilot

MARCH 21, 2023

For any SaaS owner or product manager, understanding your customers’ daily lives and the user tasks they need to complete to achieve their goals is vital. These describe the overarching aims a customer has when using your product or service. Customer interviews are a time-consuming process but give valuable insights.

User Experience 91

User Experience Interviewing Onboarding SaaS 91

User Pilot

JANUARY 26, 2023

Wondering how to run a successful SaaS onboarding process to make sure you are setting users up for success from the start? It’s a no-brainer that a solid onboarding workflow is crucial to the success of any product-led company. During onboarding, you have the opportunity to make a lasting impression on your customers.

Onboarding 98

Onboarding SaaS Customer Support Engagement 98

User Pilot

JANUARY 8, 2020

We’ve always said that the key to successful onboarding is to guide your users to your product’s Aha! It’s something we encourage all of our customers to do. One of our customers, Stripo Email, have used this to great effect. That’s pretty much as frictionless as you can get. Because that Aha!

Marketing 75

Marketing Onboarding Engagement Management 75

User Pilot

APRIL 14, 2023

Which of the currently available digital adoption platforms is the best choice for product, marketing, and customer success teams in 2023? A comprehensive onboarding tool must have feedback functionality to help teams track trends in user sentiment and identify areas for improvement. Maybe something completely else?

SaaS 98

SaaS Onboarding Pricing Mobile 98

User Pilot

DECEMBER 1, 2021

In this blog post, we’re going to learn 7 tested user adoption strategies for SaaS companies including real-life examples. To improve user adoption, you must consider every part of the customer journey. As mentioned above, user adoption is a gradual process that happens across all steps of the customer journey.

SaaS Payments 98

SaaS Payments Payment Solutions Payment Services Payment Features 98

User Pilot

JUNE 28, 2023

Sustaining user engagement throughout the entire onboarding process can feel like a task only large teams can achieve. Introducing core features, driving user activation, and maximizing retention rates after the user onboarding experience will all impact the user journey moving forward.

Onboarding 89

Onboarding SaaS Payments Payment Services Payment Solutions 89

Totango

OCTOBER 27, 2021

There are a number of reasons why a customer may ghost you. Fortunately, there are some steps you can take to help you re-engage with disengaged customers as well as some measures you can take to help prevent client ghosting altogether. . What to Do When a Customer Ghosts You. Whatever the reason, being ghosted hurts.

Customer Success 90

Customer Success Engagement Communication Metrics 90

User Pilot

FEBRUARY 21, 2023

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. And your role at a customer success team? TL;DR User adoption is the journey in which a customer becomes a regular user of your product and makes it part of their life.

SaaS Payments 76

SaaS Payments Strategy Payment Solutions SaaS 76

User Pilot

JUNE 6, 2023

While product analytics focuses primarily on what happens inside the product, the focus of marketing analytics is mostly on the ‘outside’ – customer acquisition, conversion , and retention. Apart from product teams, product analytics benefit product marketing managers , UX designers , customer success managers, and developers.

Data 71

Data User Experience Churn Retention 71

User Pilot

JANUARY 23, 2023

Real-time personalization is what your users have come to expect from their customer experience. Real-time personalization helps you meet customer expectations while increasing product growth across the entire user journey. TLDR; Real-time personalization involves using customer data to show relevant content at the moment.

Software Review 98

Software Review Onboarding Social Media Engagement 98

User Pilot

MAY 23, 2023

The rise of AI is grabbing headlines across the globe at the moment and the world of customer experience is no less. In this article, we’re going to unpack how AI customer experience can completely transform how people engage with your SaaS. AI can greatly improve the customer experience. What is AI customer experience?

Artificial Intelligence 94

Artificial Intelligence AI SaaS Payments Payment Solutions 94

User Pilot

MARCH 14, 2023

TL;DR Freemium is a customer acquisition strategy that gives users access to basic functionality without paying while hiding the more advanced features behind the paywall. With freemium , companies are able to increase their brand awareness and grow their customer base at a low cost. However, this depends on your product and sector.

SaaS 98

SaaS Onboarding Benchmarks B2B 98

User Pilot

JULY 14, 2022

Getting user onboarding right is critically important for any SaaS: in this article, we’re going to explore the powerful concept of minimum viable onboarding. We’ll start by looking at what user onboarding is, then look at why minimal viable onboarding is valuable, and finally how to implement it in your product.

Onboarding 95

Onboarding User Experience Marketplace as a Service Social Media 95

User Pilot

JANUARY 27, 2023

The success of your product, the future of your company, and your future as a PM depend on paying customers. However, it would be naive to expect customers to part with their hard-earned cash without first trying out the product. Personalize minimum viable onboarding and product experience for each user segment based on the objectives.

SaaS Payments 98

SaaS Payments B2B SaaS Payment Solutions 98

User Pilot

JUNE 9, 2023

TL;DR A funnel chart is a visual representation of data at different stages of a process, like the sales or onboarding process. Each bar represents one stage and its size depends on the number of customers who have reached the stage. Funnel charts provide you with conversion rate data at different stages of the customer journey.

SaaS 91

SaaS User Experience Onboarding Sales Funnel 91

User Pilot

OCTOBER 6, 2022

How can you analyze customer behavior in-app to deliver unparalleled in-app experiences? What customer data can you collect to derive valuable insights and improve retention? In this piece, we’ll cover everything you need to know about customer behavior analysis. What is customer behavior data?

Payment Solutions 97

Payment Solutions Underperforming Technical Team SaaS Payments Customer Lifetime Value 97

User Pilot

MARCH 15, 2023

The three main data types for tracking user activity include in-app product interactions, user activity across the customer journey, and in-app user behavior flow data. Monitor user activity across the customer journey to see how users reach milestones, such as achieving activation. Hotjar session recordings.

Onboarding 97

Onboarding User Experience Engagement Software 97

User Pilot

JANUARY 30, 2023

Product adoption is crucial for the success of SaaS companies because it secures users to be long-term customers. Using onboarding checklists to help users reach activation as soon as possible, like Userpilot. Adding interactive walkthroughs to make the onboarding process more engaging, like Kommunicate. Early majority.

Technical Review 96

Technical Review Software Review Underperforming Technical Team Education 96

User Pilot

JUNE 19, 2023

User journeys are a much broader term, representing a holistic view of the complete customer experience (i.e., initial engagement, onboarding, customer support, and so on – not just a task in your app). Dig into behavior data, product usage, and the paths customers take through your app. signing up for an app).

Onboarding 96

Onboarding User Experience Churn Engagement 96

User Pilot

MAY 18, 2023

UX deals with a user's interactions with specific aspects of your product, while CX is broader and covers all customer engagements with your brand. The customer experience (CX) encompasses all customer interactions with every aspect of your company as they move through the user journey stages. What is customer experience?

User Experience 95

User Experience Underperforming Technical Team Customer Lifetime Value Retention 95

Totango

OCTOBER 27, 2021

There are a number of reasons why a customer may ghost you. Fortunately, there are some steps you can take to help you re-engage with disengaged customers as well as some measures you can take to help prevent client ghosting altogether. . What to Do When a Customer Ghosts You. Whatever the reason, being ghosted hurts.

Customer Success 71

Customer Success Engagement Communication Metrics 71