Predictable Revenue

NOVEMBER 7, 2022

Learn how to set new sales development reps up for success with these five steps for an effective sales team and smoother SDR onboarding process. The post 5 Steps to Onboard Your SDR Team Successfully appeared first on Predictable Revenue.

Onboarding 226

Onboarding Development Sales Revenue 226

SaaStr

MAY 3, 2025

Customer Success and Support : You can hire 1-2 individual contributors to handle onboarding and support, but its still very hands-on. Customer Success : As you approach $10M ARR, youll need a full CS team to handle onboarding, renewals, retention and upsells. More on that here. AI can’t do it all.

Sales Hiring 252

Sales Hiring Part-Time VPE CTO Hire Scale 252

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. Join these incredible companies to experience all the value of SaaStr!

Merchant Services 242

Merchant Services Payment Solutions Onboarding Payments 242

SaaStr

DECEMBER 11, 2024

AI-powered Customer Onboarding and Customer Support We’re seeing a lot of companies using either AI tools they built themselves or through 3rd-party AI SaaS vendors have success helping users understand a new behavior or use a product for the first time. What’s Currently Working in AI for SaaS 1.

AI Search 287

AI Search AI Artificial Intelligence B2B 287

SaaStr

MARCH 3, 2022

At OnBoard , we believe board meetings should be informed, effective, and uncomplicated. The post Thanks to Payhawk, G2, Zoho, Outreach, and Onboard for Sponsoring SaaStr Annual 2022! Outreach is the only solution provider to integrate sales engagement, conversation intelligence, and revenue intelligence into one platform.

Payments 49

Payments Payment Solutions Sales Recruiting Onboarding 49

SaaStr

DECEMBER 12, 2024

They improve onboarding, and integrations, and training, and sales comp plans, and more, and that all helps and is crucial. And this is the similar journey I see with many SMB SaaS start-ups. Growth gets strong, customers are happy but churn still remains stubbornly high. It comes down a bit, but not enough.

Churn 275

Churn SMB Payments Payment Solutions 275

SaaStr

NOVEMBER 1, 2024

One caveat: if your product requires significant onboarding and business process change, monthly pricing sometimes just doesn’t work. Once you have a brand that customers trust, more will prepay annually. In the beginning, at a minimum, you may need to do more paid trials and proofs-of-concepts, or quarterly/monthly deals.

Payment Features 263

Payment Features SaaS Churn Pricing 263

Payrix

APRIL 28, 2025

Theyll ensure every part of the process from merchant underwriting and onboarding to ongoing support is thoughtfully designed to deliver frictionless and flexible experiences to your customers. Its the very thing platforms need to get right if they want to be competitive in their market today and in the future. Discover how.

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

SaaStr

MAY 1, 2025

They almost always need far more support, training, and onboarding than you have. They need to be scrappy, self-sufficient, and able to figure things out without a playbook. Be very wary of hiring anyone at an early-stage startup who has never worked at one before. Do They Understand Your Product? And Can They Demo It Before They Start?

Sales Hiring 264

Sales Hiring Scale Sales Interviewing 264

SaaStr

MARCH 9, 2025

Previously, he led design teams at LinkedIn where he built recommendation products for product onboarding and developed AI chatbots. The 86% loyalty factor : Companies that provide strong onboarding and continuous educational experiences see 86% higher customer loyalty rates – making AI-powered personalization a critical retention tool.

AI 205

AI Scale Education User Experience 205

SaaStr

APRIL 13, 2025

If your product doesnt have AI capabilities baked inwhether its automating workflows, improving onboarding, or delivering predictive insightsits going to feel outdated fast. Onboarding should feel seamless, insights should be delivered without lifting a finger, and workflows should practically run themselves.

AI 164

AI B2B Startup Innovation 164

SaaStr

JANUARY 23, 2025

Focus on: Building robust security and compliance (SOC 2, ISO 27001) Automating customer onboarding/offboarding Creating enterprise-grade support processes Developing procurement relationship expertise Having clear data handling procedures 5. Master Enterprise-Grade Operations The operational bar is much higher in enterprise.

Enterprise 244

Enterprise Sales Hiring Scale Outsourced Development 244

SaaStr

APRIL 28, 2025

Product Will Need to Be More Self-Serve As AI handles more of the sales and onboarding process, there will be increased pressure to make products truly self-deployable. Companies will need to invest more in seamless onboarding, intuitive UX, and automated implementation to match the efficiency of their AI sales process.

AI 245

AI Underperforming Technical Team Sales Technical Review 245

SaaStr

MARCH 17, 2021

Employee Hiring and Onboarding. Finally, part of growing fast is being able to hire and onboard fast. Blog post brought to you by Celigo. Integration brings together data trapped in various systems to help you understand how customers use your products, improve engagement, and increase net retention.

Sales Hiring 324

Sales Hiring Scale Technical Review Marketplace as a Service 324

SaaStr

JUNE 10, 2020

How good is your onboarding content? Podcasts, blogs and video conten t. But it’s hard to get distribution on podcasts and blogs for your nichey-vendor content. But how are you helping spread adoption and engagement at the customers you already have? I bet more effort went into the latest case studies to support sales.

Marketing 327

Marketing Customer Success Retention Content Marketing 327

Payrix

APRIL 17, 2025

Must develop sub-merchant onboarding and management systems. It also simplifies the merchant onboarding experience for small and medium-sized businesses, allowing them to start accepting payments quickly. As a payment facilitator, platform providers: Need robust systems to handle payment processing at scale.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

SaaStr

APRIL 22, 2021

PR and marketing: Get the company on TV and in print and in blogs and as many good places as you can. When people see the CEO out with the customers they have worked so hard to close, onboard, support, and retain … it sends the right message. Not just something salespeople do. And mean it. They don’t get you lots of leads.

Metrics 296

Metrics Onboarding Sales Engagement 296

SaaStr

JANUARY 19, 2025

10 Ways Sales is Different in Vertical SaaS with Mangomints VP of Sales Just an A+ session on the Top 10 ways SaaS is different in vertical SaaS, from who you hire in sales to how you do support and onboarding. How Kyle does it here: #3.

Scale 189

Scale Sales Hiring Scaling SMB 189

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. This blog post is brought to you by TaxJar.

Scale 287

Scale Business Finance compliance 287

SaaStr

APRIL 15, 2025

Align Incentives with Long-Term Success : By tying incentives to go-lives or early usage milestones, you ensure that sales leads focus on onboarding customers properly and setting them up for success. Criteria for activation: Customer completes onboarding within 30 days. Thats a disaster for your business. using 20 out of 25 features).

Scale 146

Scale Compensation Retention Churn 146

SaaStr

MARCH 18, 2025

This realization led to a fundamental shift in strategy, allocating resources to hiring and onboarding rather than lead generation. Most scaling companies experience some productivity dilution as they add more layers and complexity, but Wiz maintained consistent per-employee output throughout their hypergrowth phase.

Scale 188

Scale Sales Hiring Scaling Headcount 188

SaaStr

MARCH 24, 2025

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. Now It’s Time to Make It S-Tier. Mediocre AI wont cut it. #2.

AI 147

AI Trends SaaS AWS 147

SaaStr

APRIL 2, 2025

Not all reps can work with the limited support, onboarding, and training you get at a start-up. And while sales is pretty similar in SaaS at a given price point / ACV, different products are still different to sell.A rep good at one product can fail at selling another. Training and support matter. They may not immediately hit quota (few do).

Sales Hiring 177

Sales Hiring Sales Onboarding Pricing 177

SaaStr

NOVEMBER 20, 2024

Once they brought it to market, they knew they needed better user admin features, onboarding capabilities, SSO integration, etc. As Github’s individual developers were loving it, the broader team realized there was a SKU and opportunity here to launch a new product.

Scale 263

Scale AI Scaling Marketing 263

SaaStr

JUNE 10, 2024

Forcing a rep to own onboarding, or post-sales support, that resents or doesn’t want to do it is worse than any other alternative. Secondary incentives and spiffs don’t work too well here A small spiff for handling onboarding? You want your sellers selling for the most part, period. What’s actionable here?

Sales Hiring 324

Sales Hiring Scale Sales Customer Success 324

Subscription Flow

OCTOBER 10, 2024

In this blog, we will explore why companies migrate to a new billing system, the pain points of billing system migration, the best practices to overcome these obstructions, and SubscriptionFlow’s tailored solutions that guarantee your business a seamless transition. Our platform, SubscriptionFlow, is a billing system migration expert.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

SaaStr

MARCH 13, 2025

Team Building : Have they started hiring and onboarding new reps that you think are at least good ? Even with the same leads and resources you had before, a great VP of Sales should be able to optimize and close more deals. If revenue hasnt improved, thats another warning sign.

Sales Hiring 170

Sales Hiring Scale Sales Onboarding 170

SaaStr

MAY 24, 2024

In the early days of SaaS , blogging was a popular form of content creation. However, some of Jason Lemkin’s old blog posts from 7-8 years ago still receive traffic. Insights into Jason’s Content Creation Process Jason updates his old blog posts by refreshing the content and sometimes reposting them.

Sales Hiring 296

Sales Hiring Outsourcing Services Technical Review Scale 296

SaaStr

MAY 30, 2024

But if you have a product today that has thousands of users (not millions) and requires onboarding, selling, training … the odds you can build a freemium product that will make any money is close to nil. If you start there, and do OK there, you can then go upmarket. Your product and your team will have the DNA.

B2B 304

B2B Startup SaaS Onboarding 304

SaaStr

MAY 4, 2025

Sales, Support, Success and Marketing Roles Will Soon Start to Blend AI will enable salespeople to handle more of the customer lifecycleprospecting, closing, onboarding, and even customer success. This is already happening in customer support, and sales is next.

AI 159

AI Scale Sales SMB 159

SaaStr

MAY 19, 2020

Better Onboarding Helps Even More in Stressful Times. So make it even easier to onboard. Sometimes with lower budgets, but with budgets nevertheless. Be that product that helps them hit it. Even customers and prospects in strong segments are still under stress. We’re all stressed. Your app likely can be far easier to deploy.

Strategy 348

Strategy Travel Market Segmentation Onboarding 348

SaaStr

SEPTEMBER 7, 2024

Onboarding has to be much slicker for SMBs. One of the lesser-discussed challenges with more complex SMB SaaS is there’s often no one to implement and managing onboarding and business process change. The average Mangomit customer has half the front office labor they did 4 years ago. Automation and AI solve this. #3.

SaaS Payments 315

SaaS Payments Payments Payment Methods SMB 315

SaaStr

MAY 15, 2024

In many ways, they have to do better with UI/UX, onboarding, and conversions. To maximize this fact, you need to have the right onboarding processes in place to recapture those people. Often, people just aren’t using it enough, or need better onboarding. You can’t spend enough time on onboarding. 25% isn’t unusual.

Subscription 304

Subscription Payment Features B2B Mobile 304

The Moz Blog

FEBRUARY 12, 2025

Check out this list of client onboarding tools to automate manual tasks. Looking for resources to scale your SEO agency?

Onboarding 92

Onboarding Scaling 92

SaaStr

NOVEMBER 12, 2021

A consistent onboarding system that predictably creates early sales rep success. Your sales rep onboarding is your partner onboarding process. This is somewhere in between a customer onboarding and employee onboarding system. . A sales recruitment system that attracts and retains the very best talent.

Sales Recruiting 303

Sales Recruiting Sales Technical Support Onboarding 303

SaaStr

MARCH 14, 2024

Too many of us settle for glacial times to deployment, and are too slow to onboard new customers. Especially in UI/UX, onboarding, and conversions. of Business Mobile App Trials Start in the First 24 Hours This is another area where mobile is way, way ahead of most browser-apps. Do better here.

Mobile 322

Mobile Subscription Payment Features Pricing 322

SaaStr

SEPTEMBER 30, 2024

Even complex onboarding to be fully automated. Why can’t my payroll app handle onboarding and 401k and pension and contractors? We’re all getting used to working the OpenAI way. Now customers expect your product to work just as elegantly, or more so. Not crappy interactions that just return crummy results.

AI Search 303

AI Search SaaS Headcount AI 303