Intercom, Inc.

OCTOBER 3, 2019

? ?. On this week’s show, we catch up with email marketing strategist, Val Geisler, as she walks us through some practical emailing tips, her process for onboarding, and why she likens career progression to a spiral staircase. Think about onboarding like you’re hosting a dinner party. I’m headed back to email you.”

Onboarding 143

Onboarding Sales Hiring Churn Consulting 143

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. . Productboard. StoryChief.

Onboarding 145

Onboarding SaaS User Experience Software 145

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

User Pilot

JULY 31, 2023

Everybody in SaaS knows it’s relatively easy to attract users. 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. Use email marketing campaigns to bring back inactive users.

Retention 98

Retention Strategy Marketing SaaS 98

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. Let’s look at three of the biggest keys.

Education 97

Education Onboarding Communication Retention 97

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 116

Onboarding Benchmarks Branding Trends 116

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. Touchpoints also include occasions when clients interact with your software app in a SaaS context. Guiding customers through onboarding.

B2B 117

B2B Payment Methods Payments SaaS Payments 117

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 98

Marketing SaaS Social Media Onboarding 98

User Pilot

FEBRUARY 25, 2024

Personalized experiences are becoming standard in the SaaS world. More users are adopting micro-SaaS products for the specialized value and low cost that they offer. User behavior is primarily focused on SaaS platforms and how users leverage them. New users get access to tailored onboardings based on features of their interest.

SaaS Payments 105

SaaS Payments Trends Payment Solutions Payment Methods 105

User Pilot

AUGUST 2, 2023

A customer engagement strategy can be the difference between positive and negative growth for your SaaS. This article shows you practical strategies to drive high engagement for your SaaS, boosting retention and revenue as a result. Engage users right from the start of their journey with onboarding checklists.

Engagement 97

Engagement Strategy SaaS Customer Lifetime Value 97

User Pilot

NOVEMBER 2, 2023

You will also learn how to choose the right growth strategy for your SaaS and how to leverage marketing-led growth to achieve your business goals. Paid advertising, like PPC or display ads, is another common marketing strategy used by SaaS companies. Which growth strategy is right for your SaaS product?

Strategy 105

Strategy Marketing Social Media AI Search 105

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 105

Onboarding Scale Customer Success Scaling 105

User Pilot

MARCH 6, 2024

How do you create a robust product funnel for your SaaS? To let users experience the product value , consider a freemium plan or free trial , and create onboarding flows to guide them to activation. When users adopt the core features, trigger secondary onboarding experiences to introduce more complex functionality.

Social Media 104

Social Media Sales Funnel Acquisition Retention 104

User Pilot

JULY 31, 2023

Userpilot is an excellent onboarding tool that enables effective in-app communication and on-demand user support. Pendo offers in-app messaging and onboarding features for mobile apps. Front is a strong contender as an email marketing automation substitute, providing collaborative inboxes and multichannel communication.

Social Media 98

Social Media SaaS Marketplace as a Service Communication 98

User Pilot

JANUARY 27, 2023

As a SaaS product manager , how do you give users a chance to experience your product value? So why not look at our 15 B2B SaaS free trial best practices that will help you boost your conversion rates? Email confirmation adds unnecessary friction so wait with it until the user converts. Or are your trials paid?

SaaS Payments 98

SaaS Payments B2B SaaS Payment Solutions 98

Buffer Resources

JANUARY 15, 2024

[They also have] podcasts like "Protect the Hustle," all about B2B SaaS growth strategies, and web series like "Churning Point," diving into how SaaS companies retain their customers." "  She likes the "Grow and Tell" podcast by the B2B sales, onboarding, and renewals workspace provider Dock.

B2B 117

B2B Technical Advisors SaaS Payments Underperforming Technical Team 117

User Pilot

FEBRUARY 13, 2024

Looking for inspiration to help you craft engaging SaaS onboarding emails? This article shows you 14 examples from top SaaS companies, along with best practices you can implement to reduce the time to value and boost user adoption rates. Effective onboarding emails help you: Engage new users from the get-go.

Onboarding 52

Onboarding SaaS Social Media Churn 52

Sales Hacker

MARCH 8, 2024

GTMnow is the media extension of GTMfund – sharing insight on go-to-market from working with hundreds of portfolio companies backed by over 350+ of the best in the game executive operators who have been there, done that at the world’s fastest growing SaaS companies. Sponsor love: The ELG Conference. Early-bird tickets expire next week.

Scale 94

Scale AI Search Social Media AI 94

Totango

MAY 13, 2022

Choosing the best customer engagement platform for your needs can make a massive difference in the success of your SaaS business. Onboarding is one of the first times your customer engages with your business. Onboarding is one of the first times your customer engages with your business. Video tutorials: Vidyard.

Engagement 105

Engagement Onboarding Artificial Intelligence Social Media 105

Subscription Flow

NOVEMBER 28, 2023

A major issue that arises, especially in the B2B SaaS business model, is how to break into the upmarket market as startups develop into scaleups that are primarily focused on increasing their market capitalization. This can be done through a variety of platforms, including social media, email marketing, online ads, and content marketing.

SaaS Payments 59

SaaS Payments Payments Business Model Payment Services 59

User Pilot

JULY 20, 2023

Poor onboarding. How to reduce churn rate and increase customer lifetime value: Personalize the onboarding process for new customers to shorten time to value. Use an onboarding checklist to drive users toward activation. Leverage secondary onboarding to unlock extra value. Bad customer service.

Churn 98

Churn SaaS Payments Payment Solutions Payments 98

Subscription Flow

FEBRUARY 27, 2024

Subscription pricing with the help of automated billing software has transformed many industries and provided businesses with a dynamic way to generate revenue, especially in the SaaS space. SaaS companies’ success is largely dependent on their use of subscription billing.

SaaS Payments 80

SaaS Payments Payment Services Payments Payment Solutions 80

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. Let’s look at three of the biggest keys.

Education 78

Education Onboarding Communication Retention 78

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 98

Scale Marketing Onboarding User Experience 98

Totango

SEPTEMBER 13, 2022

Having a playbook in place can help you deliver better results for your SaaS customers and yield higher satisfaction, retention, and revenue for your business. To give a customer success playbook example, let’s say a customer has just started the onboarding process. Optimize customer onboarding. Onboarding.

Customer Success 88

Customer Success Onboarding Construction Retention 88

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

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. Userpilot is a product adoption platform that offers an AI-powered writing assistant to generate SaaS microcopy. Let’s dive in!

AI Search 98

AI Search AI Payment Solutions ChatGPT 98

User Pilot

JULY 4, 2023

Use loyalty programs and rewards to encourage users to leave reviews, increasing your SaaS’s word-of-mouth promotion. Automate in-app onboarding so new users get value without manual intervention. Outbound : You directly email people in businesses who you think would be interested in your product to acquire new customers.

Scale 98

Scale Scaling Technical Review SaaS 98

User Pilot

MARCH 31, 2023

How do you build a successful free-to-paid conversion strategy for your SaaS? 15% is a good free trial conversion rate for SaaS products. 15% is a good free trial conversion rate for SaaS products. There are four different types of free trial models in SaaS: freemium, opt-in, opt-out, and reverse trial.

Strategy 98

Strategy SaaS Payments Payment Solutions Payment Methods 98

Totango

AUGUST 16, 2022

Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn. Onboarding. The road to retention starts with a successful onboarding experience.

Payment Solutions 100

Payment Solutions Payment Methods Retention Software Review 100

User Pilot

OCTOBER 6, 2023

In SaaS, the B2B marketing funnel forms the backbone of any successful product and marketing team. In SaaS, there are six marketing funnel stages across the top-of-the-funnel (ToFu), the middle-of-the-funnel (MoFu), and the bottom-of-the-funnel (BoFu). Userpilot ’s blog. It helps you visualize the customer journey.

B2B 105

B2B Development Team Review Software Review Marketing 105

User Pilot

JANUARY 14, 2023

Customer education combines direct and indirect efforts to onboard, train, or retain new/existing customers. Successful customer education programs to consider: Using tailored contextual tooltips and onboarding checklists to show new users around your product and help them get the most out of it. Userpilot onboarding checklist.

Education 98

Education SaaS Onboarding Customer Success 98

User Pilot

APRIL 13, 2022

This can be a broken link, poor onboarding , confusing UX, etc. The most valuable types of data to track are email click tracking, link click tracking, and UX click tracking. All together, these three data types help you identify features customers interact with the most to refine the onboarding flow and get users to the “Aha!”

Engagement 98

Engagement Underperforming Technical Team SaaS User Experience 98

User Pilot

JULY 11, 2023

We’ll also share and summarize 12 videos so you can get into user onboarding, customer service, and retention—right now. TL;DR The best customer experience videos about user onboarding include: A Userpilot video about SaaS onboarding (with an AI-generated avatar). Malewicz’s take on mobile onboarding screens.

Technical Review 97

Technical Review Onboarding Mobile Retention 97

User Pilot

MARCH 1, 2022

Looking for ways to bring back inactive users for your SaaS? In this article we’ll go over: how to define an inactive user -SaaS- (hint: it’s not just a user that hasn’t logged in). Send re-engagement emails after a person’s become inactive on the platform. The end-of-trial email.

Engagement 98

Engagement SaaS Social Media Churn 98

User Pilot

JULY 27, 2023

Are you a results-driven product manager looking for the best product retention strategies for SaaS growth? A retention rate of 90% or above is considered good in the SaaS world. Winning users back with targeted emails. What’s a good customer retention rate for SaaS? Then you are in the right place!

Retention 97

Retention Strategy Management Churn 97

User Pilot

JANUARY 23, 2023

In this article, we cover: What real-time personalization is and why it’s beneficial for SaaS. To implement real-time personalization in your SaaS, start by collecting customer data from multiple sources using surveys and customer analytics tools. There are some great examples of real-time personalization in the SaaS industry.

Software Review 98

Software Review Onboarding Social Media Engagement 98