Totango

JANUARY 2, 2024

I’m a true believer that once you have that customer journey mapped out and you’re leveraging that automation through Totango, you start to see glimpses of time savings,” Mariana said.

Payment Services 100

Payment Services Merchant Services Customer Success Business 100

Blulogix

FEBRUARY 16, 2024

Streamlining Success: What is the Role of Automation in Customer Lifecycle Management for Recurring Revenue? Automation , in this context, emerges as a critical tool, enabling businesses to effectively manage customer relationships from initial engagement through to retention and beyond.

Payments 52

Payments Payment Services Revenue Management 52

Blulogix

JANUARY 12, 2024

Throughout our journey, we’ve delved into various critical facets of this decision-making process, discussing key factors, contrasting different platforms, and highlighting the distinct advantages of BluIQ by BluLogix. Reduced Manual Effort: Data integration automates processes that would otherwise require manual intervention.

Payments 52

Payments Payment Services Payment Features Payment Solutions 52

Totango

AUGUST 23, 2022

Finally, we’ll offer some guidelines on how to structure your B2B customer journey map around key touchpoints and how to use technology to automate an effective touchpoint management strategy. During the sales process, including sales appointment scheduling, meetings and payment processes. Blog content. Video chat.

B2B 116

B2B Payment Methods Payments SaaS Payments 116

Scytale

MARCH 12, 2024

Dive into Scytale’s world of compliance automation and you’ll score the same discount on our platfo rm. Onboard employees from anywhere in minutes with everything they need – including contracts, laptops, monitors, and more.

Payment Services 52

Payment Services Payments Payment Solutions Scale 52

Blulogix

JANUARY 5, 2024

Metering Definition: Metering involves tracking and measuring a customer’s usage of specific resources, such as data, storage, or server processing. Revenue Recognition Definition: Revenue recognition is the accounting process that determines when and how revenue is recognized on the financial statements. Subscription Billing 1.

Subscription 52

Subscription Payment Features Payment Services Payments 52

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. First, we’ll define what customer retention automation is. Onboarding. The road to retention starts with a successful onboarding experience.

Payment Solutions 100

Payment Solutions Payment Methods Retention Software Review 100

User Pilot

JULY 4, 2023

Reasons for seeking out Typeform alternatives vary from pricing concerns to the need for better branding options, more payment integrations, greater ease of use, etc. It enables you to create forms that connect to the HubSpot CRM for lead generation and advanced automation. Userpilot is a great Typeform alternative for SaaS products.

Payments 80

Payments Payment Methods SaaS Payments Payment Solutions 80

SaaSOptics

MARCH 10, 2022

Is your company taking advantage of CFO tools like automated invoicing, database management, and automatic tax-compliance updates? It’s common for companies to have digitized some of their financial processes. It’s common for companies to have digitized some of their financial processes. If not, read on. SaaSOptics.

Payment Services 87

Payment Services SaaS Payments Payments Payment Solutions 87

Sales Hacker

JULY 18, 2022

Which is why it’s key to strengthen customer retention processes by automating them, keeping customers engaged, and detecting any signs of churn before they happen. Automate these 5 processes to boost customer retention. Automated email sequences are a quick, easy, and effective way of a gentle nudge towards that moment.

Payment Services 75

Payment Services Churn Payment Methods Payment Solutions 75

User Pilot

FEBRUARY 10, 2023

Three steps to automate your customer intelligence analytics. There are three steps to automate your customer intelligence analytics. For example, create a tailored onboarding flow based on the customer’s jobs to be done. Identify your loyal customers and onboard them into a loyalty program. Let’s get started.

SaaS Payments 96

SaaS Payments Payment Methods Payment Solutions Payment Services 96

User Pilot

JANUARY 27, 2023

In contrast, freemium requires no payments whatsoever but offers limited functionality. You can boost free trial conversions by following our SaaS free trial best practices: Use paid trials when your product requires lots of personalized support you can’t automate. Do you prefer free plans or just free trials?

SaaS Payments 96

SaaS Payments B2B SaaS Payment Solutions 96

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 84

Onboarding SaaS Payments Payment Services Payment Solutions 84

Subscription Flow

NOVEMBER 17, 2023

In this blog, keeping these concerns and this specific context in mind, we will go over firstly an understanding of what SaaS customer journey is, see the specifics of B2B SaaS customer journey , before going over a short guide of steps to follow for the perfect Customer journey SaaS.

SaaS Payments 52

SaaS Payments SaaS Payments Payment Services 52

User Pilot

AUGUST 10, 2023

It’s best to send transactional NPS surveys: During the onboarding process to get insights into the customer experience. This will give you rich insights you can use to refine your onboarding strategy and improve the customer experience. After the free trial ends to understand why they converted. Detractors: They rate you 0-6.

SaaS Payments 88

SaaS Payments Payment Solutions Software Review Interviewing 88

FastSpring

DECEMBER 18, 2020

If a product or service is being sold online—regardless if the sale itself happens through a sales-rep assisted process, online shop, or platform—it’s considered B2B ecommerce. There was one problem—the process of buying BizNet’s software wasn’t exactly straightforward.

Payment Methods 147

Payment Methods B2B Outsourcing Services Payment Services 147

Buffer Resources

JULY 11, 2023

Deciding to launch this endeavor was a multi-year process of procrastination, fear, and doubt. This is why I  launched a blog as my content headquarters. In five months, my blog has generated over 25,000 clicks and 1.62 Five months after launching was the first time my creator startup hit four-figures in earnings.

Payments 69

Payments Social Media Systems Review AI Search 69

Incredo

NOVEMBER 21, 2019

Software to track analytics, transfer payments, manage inventory, create videos and for many other things. Affiliate partners write and distribute copies, create videos or blog posts, introduce the software, direct users to software company’s landing page. 4) Software companies pay only when they get paid.

SaaS Payments 139

SaaS Payments Payment Methods Merchant Services Sales Recruiting 139

User Pilot

AUGUST 14, 2023

For most SaaS businesses, a product satisfaction survey can be the heart of a user research process. We created six customer satisfaction survey templates for the following purposes: Measure customer satisfaction with your onboarding process. Automate your in-app surveys to send them to the right person at the right time.

Scale 87

Scale SaaS Payments Payment Solutions Payment Services 87

ChurnZero

OCTOBER 5, 2022

This is a guest blog contributed by Emily Ryan, chief client officer at Valuize , a B2B consulting company that helps industry-leading technology organizations supercharge their customer lifecycle to drive best-in-class net dollar retention. Start by identifying the key habits of healthy and unhealthy customers. Length of the relationship.

Underperforming Technical Team 94

Underperforming Technical Team Payment Services Payment Methods Scale 94

User Pilot

FEBRUARY 21, 2023

There’re four phases for user adoption: 1) The AHA moment; 2) The activation stage; 3) Secondary onboarding; 4) Brand advocacy. We have ten best practices to improve product adoption: Personalize the onboarding experience with segmentation. Leverage onboarding checklists to activate users as soon as possible.

SaaS Payments 86

SaaS Payments Strategy Payment Solutions SaaS 86

User Pilot

MAY 23, 2023

That means they can focus on the tricky cases that require complex decision-making, process improvements, and most importantly, tasks that maximize the impact on customer happiness and engagement. The rise of AI is grabbing headlines across the globe at the moment and the world of customer experience is no less.

Artificial Intelligence 90

Artificial Intelligence AI SaaS Payments Payment Solutions 90

Totango

MAY 17, 2022

Repetitive tasks, such as lead nurturing, can be automated to save time. Automation features and integration with apps such as Microsoft Outlook and Gmail streamline tasks like lead generation and appointment setting. Wondering what is the best CRM for B2B sales? Today’s leading CRMs tend to be cloud-based.

Payment Methods 80

Payment Methods B2B Payment Solutions Payments 80

User Pilot

FEBRUARY 21, 2023

There’re four phases for user adoption: 1) The AHA moment; 2) The activation stage; 3) Secondary onboarding; 4) Brand advocacy. We have ten best practices to improve product adoption: Personalize the onboarding experience with segmentation. Leverage onboarding checklists to activate users as soon as possible.

SaaS Payments 71

SaaS Payments Strategy Payment Solutions SaaS 71

Natalia Luneva

JANUARY 13, 2021

The period refers to a month or year depending on which payment option you offer or which of them is more popular. And the process usually requires lots of time, research, and high concentration on data. The sign up process isn’t followed up by an onboarding process and no supporting materials are provided.

SaaS Payments 105

SaaS Payments Payment Methods Churn Payment Services 105

SaaStr

JANUARY 26, 2023

Finix makes it easy for software platforms of all sizes to process payments while increasing revenue and reducing cost. Finix is trusted by startups and publicly traded companies alike to build and scale their payments infrastructure. Over 43,000 companies worldwide use Signeasy to digitize and streamline business workflows.

Payments 44

Payments Payment Solutions SaaS Payments Software Review 44

User Pilot

DECEMBER 2, 2019

Other features might include ways of communicating with customers, or automation of key workflows. While Userpilot is primarily a user onboarding tool, it still deserves a spot on this list. You can also set up automation flows for common tasks, meaning your CS team can avoid the day-to-day and focus on helping your customers.

Customer Success 73

Customer Success SaaS Payments Payment Solutions Scale 73

How To Buy Saas

JANUARY 4, 2024

In this blog, We explore a new generation of ChatGPT alternatives that overcome the limitations of traditional solutions, delivering a truly enhanced user experience. Jasper Chat uses natural language processing (NLP) and machine learning techniques to enable human-like interactions and provide personalized responses to users’ queries.

ChatGPT 40

ChatGPT Software Review Payment Methods Artificial Intelligence 40

User Pilot

JUNE 14, 2021

Are you looking to build a solid marketing automation strategy and don’t know where to start? In this article, I’ll cover what marketing automation is, how to set up an effective strategy for it, and go over some examples of how to use marketing automation at each stage of the user journey to drive product growth.

SaaS Payments 52

SaaS Payments Payment Solutions Strategy Payment Methods 52

Baremetrics

FEBRUARY 2, 2021

These services include answering customer inquiries, assistance during onboarding, and troubleshooting any problems the customer might encounter while using your product. A common problem customers face when dealing with a SaaS business is credit cards failing during recurring payments. What is SaaS Customer Support?

Customer Support 59

Customer Support Payment Methods SaaS Payments Payment Solutions 59

OPEXEngine

AUGUST 17, 2021

It is critically important to put a system in place that automates subscription management and provides visibility into the accurate real-time data you’ll need to make smart decisions. Create a robust billing and collections process. Your collections process can dictate when and how soon you’ll need funding. Think long-term.

Payment Services 52

Payment Services B2B SaaS Payments Payments 52

User Pilot

MAY 14, 2021

Growing numbers of SaaS companies are adding an onboarding survey to their customer sign-up flows. But what distinguishes a good onboarding survey from other types of business intelligence? What is an onboarding survey? What should be included in an onboarding survey? Sample questions for onboarding surveys.

Onboarding 52

Onboarding SaaS Payments SaaS Underperforming Technical Team 52

Neil Patel

MARCH 25, 2021

With this software, you have access to tools that help with: blogging SEO social Media website lead management landing pages calls-to-action marketing automation email analytics. For example, you can share blog posts on Trello before you publish them. With a number like this, small business owners need a competitive edge.

Payment Methods 144

Payment Methods Social Media Marketing Business 144

How To Buy Saas

JULY 26, 2021

Fortunately, that’s precisely what you are going to read in this blog today. In the past several years, HR software is one of the best startup tools and has developed in popularity, and more businesses are jumping on the bandwagon to automate time-consuming HR duties. What if you can get your hands on the best tools for startups?

Payment Methods 52

Payment Methods Startup Payment Solutions Payments 52

How To Buy Saas

OCTOBER 14, 2021

Fortunately, that’s precisely what you are going to read in this blog today. In the past several years, HR software is one of the best startup tools and has developed in popularity, and more businesses are jumping on the bandwagon to automate time-consuming HR duties. What if you can get your hands on the best tools for startups?

Payment Methods 52

Payment Methods Startup Payment Solutions Payments 52

Hull

SEPTEMBER 1, 2020

This guest blog post was written by Aazar Shad, Head of Growth at Userpilot. Different post-payment feature adoption strategies you can use on Facebook. User adoption is the process of making your trial or new customers addicted to your product. Here’s the harsh truth. What is user adoption and why is it important?

Payment Methods 52

Payment Methods Payment Solutions Sales Recruiting SaaS Payments 52

SaaStr

DECEMBER 26, 2019

Pauline Fumeron | Marketing Automation Manager @ OpenC lassrooms. There is no shortage of options when it comes to building your marketing technology stack. But with the seemingly endless options, how do companies navigate what to handle in-house and what to outsource? Want to see more content like this? Join us at SaaStr Annual 2020.

Sales Hiring 155

Sales Hiring Payment Methods Payment Solutions Marketing 155