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 90

Onboarding Underperforming Technical Team Software Review Technical Review 90

Totango

DECEMBER 20, 2023

These awards reflect superior engagement and commitment from our users, who continue to highlight and share the key aspects of Totango and our software they find most beneficial. This recognition shines a spotlight on our commitment to offering an easy and efficient implementation process.

Software Review 109

Software Review Technical Review User Experience Enterprise 109

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! Let’s get started.

Onboarding 73

Onboarding SaaS Education Engagement 73

User Pilot

APRIL 28, 2023

User onboarding is no exception. The article explores how you can use AI user onboarding to drive your product success. TL;DR AI user onboarding uses Artificial Intelligence (AI) tools to introduce product functionality to users and drive product adoption. What is AI user onboarding?

Artificial Intelligence 75

Artificial Intelligence AI Onboarding Machine Learning 75

User Pilot

MARCH 31, 2023

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. What is the user onboarding process?

Onboarding 73

Onboarding Metrics Retention Scale 73

User Pilot

JANUARY 16, 2024

From analyzing market trends to churning user needs and technical feasibility into golden product ideas, there are many benefits of ChatGPT for product managers. In this article, we unlock the best ChatGPT prompts to elevate your product management process. Create detailed user personas and craft targeted stories for these personas.

ChatGPT 84

ChatGPT Management Underperforming Technical Team Technical Review 84

Sales Hacker

NOVEMBER 10, 2023

” This metric gauges the duration for users to realize the benefits, measuring onboarding efficiency. Measuring “Time to Value”: Quantifiable Benchmark: This metric provides a benchmark for onboarding efficiency. Provide a flawless onboarding experience Not smooth – flawless.

VP of Engineering 93

VP of Engineering Scale Outsourced Development AI 93

User Pilot

MARCH 23, 2023

Contextual onboarding is the best way to keep users engaged with your product. But what are some contextual onboarding examples that could inspire you to implement it? So if you want to learn how to apply contextual onboarding tactics to grow your business, keep reading.

Onboarding 70

Onboarding Engagement Retention Software 70

User Pilot

APRIL 21, 2024

TL;DR A conversion path is a step-by-step process that guides prospects. A good conversion path makes the process frictionless. Next, create user personas. A high-converting landing page is tailored for a specific user persona. It’s optimized for mobile users, has a strong headline and CTA, and loads fast.

SaaS Payments 79

SaaS Payments Payment Services Payment Methods Payment Solutions 79

User Pilot

NOVEMBER 5, 2023

Use onboarding surveys to personalize user onboarding and increase the user’s chances of success. Create onboarding checklists for each customer segment to guide them through your product and help them achieve immediate success. One such tool is Userpilot, an excellent onboarding and data collection tool.

Scale 82

Scale Customer Success Scaling SaaS 82

Blulogix

MARCH 21, 2024

Crafting an Exceptional Onboarding Experience: Guided Discovery: Ensure new customers are not just welcomed but guided through the early stages of using your service. Tailored onboarding sessions that highlight key features and best practices can significantly impact long-term satisfaction and retention.

B2B 52

B2B Subscription Payment Features Retention 52

User Pilot

FEBRUARY 7, 2023

In-app communication is one of the most effective ways to engage with your users since it allows you to send contextual messages at the perfect moment. In-app messages are used to engage with users as they use the product, while push notifications are used to draw user attention back when they aren’t using the product.

Communication 92

Communication Onboarding User Experience Retention 92

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

JUNE 9, 2023

What are funnel charts and how to use them to gain insights into user progress along their journeys? TL;DR A funnel chart is a visual representation of data at different stages of a process, like the sales or onboarding process. A funnel chart helps you to track how many users have reached the activation stage.

SaaS 74

SaaS User Experience Onboarding Sales Funnel 74

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. Start building your marketing conversion funnels but creating all product user personas. Let's get right into it!

Marketing 87

Marketing Sales Funnel Forecasting Customer Lifetime Value 87

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.

Onboarding 83

Onboarding VP of Engineering SaaS Consulting 83

Totango

OCTOBER 18, 2023

From managing onboarding projects to maximizing team productivity or driving community engagement—as with our new Higher Logic partnership—we provide dozens of out-of-the-box SuccessBLOCs to fit businesses’ often changing and growing needs. If you aren’t yet a customer, sign up for your demo to get started today!

Business 102

Business Software Review Technical Review Retention 102

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 104

Engagement Onboarding Artificial Intelligence Social Media 104

User Pilot

MARCH 6, 2024

This helps create user personas. 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. Book the demo!

Social Media 79

Social Media Sales Funnel Acquisition Retention 79

User Pilot

APRIL 20, 2023

To help with this, we’re going to unpack exactly what adoption is, break down the product adoption process, and show you techniques for boosting the adoption rate. Nailing the product adoption process will help boost free-to-paid conversion rates , improve customer retention , and boost customer loyalty. Let’s go!

Customer Lifetime Value 68

Customer Lifetime Value Onboarding Retention Innovation 68

User Pilot

OCTOBER 6, 2023

Best of all, it compounds its ROI as you start iterating strategies and optimizing your marketing process. First, let’s explain the basic concepts and then discover a 6-step process to build a B2B marketing funnel that feeds product growth. When users are considering your product and comparing it with other alternatives.

B2B 94

B2B Development Team Review Software Review Marketing 94

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 92

Education Onboarding Customer Success Engagement 92

Totango

JULY 11, 2023

We’re grateful to all the Totango users for sharing their perspectives and support with the G2 community. Most Implementable” in the Enterprise Implementation Index for Customer Success software “Leader” in the Grid® Report for Client Onboarding software “Great Onboarding experience – was really fast and easy.”

Customer Success 83

Customer Success Scale Innovation Forecasting 83

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.

Onboarding 145

Onboarding SaaS User Experience Software 145

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 92

Onboarding SaaS Customer Support Engagement 92

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.

Education 92

Education SaaS Onboarding Customer Success 92

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?

Onboarding 116

Onboarding Benchmarks Branding Trends 116

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 87

Retention Strategy Marketing SaaS 87

User Pilot

MAY 3, 2023

Is Pendo onboarding functionality any good? We look at the onboarding features Pendo offers, how to use them, and their pros and cons. We also check out Pendo’s pricing plans and what its users think about it. You start designing Pendo onboarding experiences by setting business and user goals. What is it?

Software Review 90

Software Review Onboarding Pricing Engagement 90

User Pilot

AUGUST 10, 2023

What are some user onboarding best practices? What’s user onboarding in the first place? And, how to optimize it to provide an excellent user experience and reduce the time to value? User onboarding best practices for SaaS – Yaakov Carno. Onboarding starts before users sign up for the product.

Onboarding 71

Onboarding SaaS User Experience Scale 71

User Pilot

FEBRUARY 15, 2023

TL;DR User friction is anything that impedes your users from completing their objectives within your product. Not all friction halts the customer experience or hampers the conversion process. Good friction can be introduced at various points in the onboarding process to increase adoption. What is user friction?

SaaS Payments 92

SaaS Payments Payment Methods Payment Services Payments 92

User Pilot

FEBRUARY 7, 2023

Helping your users to experience value should be your primary objective as a SaaS owner or a product manager: creating an onboarding tutorial can be one of the most effective tools to help you get the job done. Get it right, and you’ll transform the user onboarding experience for your customers.

Onboarding 84

Onboarding SaaS Mobile Education 84

User Pilot

JANUARY 8, 2024

With the right customer acquisition strategies, you can convert potential customers to paying users and set the stage for turning them into long-term loyal users. As you read on, you will learn: The power of search engines, content marketing, and existing user testimonials and how to leverage them to win new users.

Acquisition 96

Acquisition Strategy Social Media Underperforming Technical Team 96

User Pilot

AUGUST 6, 2023

Introduces tools that you can use to automate your marketing processes. Effective marketing automation enables teams to deliver personalized experiences for different user segments. An example of automated in-app onboarding could be triggering personalized onboarding walkthroughs or checklists based on welcome survey responses.

Marketing 81

Marketing SaaS Social Media Onboarding 81

User Pilot

APRIL 16, 2024

Understanding how end-users interact with your product is crucial to identifying user experience bottlenecks. It also helps identify better ways to engage users. When combined with product analytics , end-user behavior monitoring can help you boost product usage and retention rates. Book a demo now to get started.

User Experience 95

User Experience Engagement Trends Churn 95

User Pilot

JUNE 30, 2023

TL;DR Content localization is the process of adapting your content so that users in different countries feel as if it was originally written for them. The process includes translation. Content localization is the process of adapting written and audiovisual content to the needs of the local audience in a different country.

SaaS Payments 77

SaaS Payments Outsourcing Services Payment Solutions Payment Services 77

User Pilot

DECEMBER 19, 2023

TL;DR As the name suggests, SaaS account management is the process of managing customer relationships. A few of these are: Try to better understand customers by mapping their user personas. Design a successful onboarding flow to help users unlock value quicker. What is SaaS account management?

SaaS Payments 77

SaaS Payments Management Customer Lifetime Value SaaS 77