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Can you imagine what the ideal SaaS customer onboarding process looks like? That’s why we’ll go over what onboarding is in SaaS and analyze 8 onboarding examples from reputable SaaS companies to learn what they’re doing right (or wrong). Miro Miro’s onboarding process is simple. What can you learn from Userpilot?
You need good onboarding software to hire, train, and engage new employees with your company culture in the most effective way. It can be daunting trying to find comprehensive software at an affordable price—especially in the world of remote work, where you need to utilize different tools for business success.
But one area where humans can bridge a lot of gaps on is onboarding and time to value. So for me, today, now in the age of AI, onboarding is the #1 goal for your CS team because its the foundation of everything else in Customer Success. You cant fix churn or improve NRR if customers never get properly onboarded in the first place.
Ian Hillis welcomes David Blair, Senior Director of Product Management at Worldpay for Platforms, on PayFAQ: The Embedded Payments podcast to explore the critical roles of merchant underwriting and onboarding for software providers. Real-time feedback loops and data-driven optimizations are also transforming the onboarding experience.
Before a payment facilitator or other payments company can onboard a new customer (referred to as a merchant) and allow them to begin accepting electronic payments, they need to first ensure that the merchant is a legitimate business that does not engage in any sort of illegal activity.
Consumers now also expect to talk to businesses through digital means. How to Make Onboarding Work for SMBs While in some cases, selling to SMBs is easier than Enterprise in many ways, one way in which it’s fundamentally harder is onboarding. They’re fully product-led, and that includes onboarding. on their iPads.
This is every product manager’s nightmare – an onboarding failure that cripples customer retention. In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement. What is customer onboarding? The answer is a lot!
It was started in 2014 when founders Daniel and Jonathan were working together at a delivery startup and experienced firsthand how slow background checks were slowing down worker onboarding. ” The other thing Lindsey did was bring that revenue and focus into the entire cadence of running the business.
If you’re running a business today, chances are you’re already relying on APIs in some form—whether you realize it or not. In the context of business payments, API’s connect your platform directly to a provider like Usio. Does API Make Onboarding Easier? Onboarding delays cost time and revenue.
Many companies are creating a focus on client onboarding. Because it has a significant impact on your business. But if you’re here, you probably already know that.
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. It enables companies to drive real time outcomes from business events.
This means onboarding them effectively, ensuring they see ROI quickly, and guiding them toward success before they even ask for help. Be consultative, solve problems, and help them achieve their business objectives. Be Organized and Committed : Early-stage CSMs often wear many hats—onboarding, training, webinars, even sales demos.
and … Very small businesses and individuals mostly want to pay monthly on their credit cards. But if you ask tiny businesses and individuals to pay for a whole year upfront, they will hesitate. One caveat: if your product requires significant onboarding and business process change, monthly pricing sometimes just doesn’t work.
Gross Dollar Retention (GRR) is a critical metric for SaaS businesses, especially when presenting to investors. Highlight Onboarding and Customer Success Investments : GRR is heavily influenced by how well you onboard and support customers. Dear SaaStr: How Should I Calculate Gross Dollar Retention For Our Investors?
Customer onboarding is so much more than going live with your product and driving adoption. The truth is, onboarding is the most important part of the customer journey. Invest an hour with Donna Weber to learn why your customer onboarding is critical to your success.
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.
Your customer onboarding strategy is the foundation of your future retention and expansion revenue. The right onboarding strategy means more than just getting a customer using your product. But how do you know if your onboarding tactics really work? Is your onboarding process a framework or a free-for-all?
You can still make them super happy, but a subset of small businesses will churn at that rate anyway. # They improve onboarding, and integrations, and training, and sales comp plans, and more, and that all helps and is crucial. Easy in enterprise, hard in true SMB. # However, SMBs have a certain level of inherent churn. Into an ERP.
Nail Onboarding, and Make It a Key KPI for CS Onboarding is where you win or lose customers. High net retention (120%+ for bigger customers) is a sign of a healthy, scalable business. Use it to guide customers through onboarding and deliver value quickly. Measure time-to-value and/or time-to-go-live.
Infinicept's PayOps™ platform helps your businessonboard and manage merchants so you can generate payments revenue, control your customer experience, deliver an improved product, and increase valuation. Why integrate payments into your platform, and how does Infinicept help?
Cursor built a $400M business with what appears to be a skeleton GTM team. When AI can handle customer onboarding, support, and success functions that traditionally required human intervention, you can scale revenue without proportionally scaling teams.
At times, even a great in-app onboarding flow isn’t enough. That’s where an onboarding email sequence comes in. In this guide, I’ll show you 8 onboarding email types that drive activation, with real examples and templates you can use. Together, these email examples can serve as a blueprint for your customer onboarding sequence.
Early on, your CS hire should focus on onboarding customers effectively, reducing churn, and ensuring customers are successful with your product. This ensures your CS team is aligned with driving measurable outcomes for your business. But expansion can wait. Smother Early Customers with Love Your first customers are precious.
In this article, we explore the concept of customer satisfaction – how to measure it, why it is important for your business, and how you can improve customer satisfaction levels. However, what satisfies customers differs from one business to another. What does customer satisfaction look like for SaaS businesses?
Understand the nuances of speedy onboarding with PayFacs and the enterprise value advantages of ISOs. Equip your business with the knowledge to choose the right payment strategy. Our comprehensive article delves into the merits and challenges of Payment Facilitators (PayFac) versus Independent Sales Organization (ISO) registration.
But a true solution to an enterprise-grade problem, almost by definition, usually requires business process change. Which can and indeed usually should include onboarding, training, follow-up, and often, a full-time admin of your product on the customer side. And what you are really making sure happens is business process change.
Recent unicorns like Stripe and Canva have stolen the headlines, but a wide range of successful PLG businesses all over the globe have arisen. If a company has started out with a heavy sales focus, its onboarding process within the actual product may not be intuitive enough for customers. Secret #1: Born, not made. Secret #6: Real PLG.
Unlike horizontal SaaS solutions that serve a broad range of businesses, vertical SaaS solutions are designed with deep knowledge of specific markets—making them more intuitive, efficient, and impactful. Horizontal SaaS Vertical SaaS Horizontal SaaS Target Audience Built for businesses in a specific industry or niche (e.g.,
Moving upmarket isn’t just a nice-to-have for most SaaS companies – it’s often the difference between building a sustainable $100M+ ARR business and getting stuck in the mid-market quicksand. Master Enterprise-Grade Operations The operational bar is much higher in enterprise.
In today’s competitive business environment, the only way to win is with a salesforce that’s fully onboarded and equipped with deep product knowledge, use cases, best practices and objection handling. To effectively train all your sales reps on your products, how do you: Compete for the engagement of busy sales reps?
86% of customers say they’d be more likely to stay loyal to a business that invests in onboarding content that welcomes and educates them after they’ve bought. This includes writing the perfect email onboarding sequence that guides your customers through the user journey. What does an onboarding email sequence look like?
The Compounding Effect: Each individual improvement might seem modest, but when you’re closing deals 5 weeks faster, at higher rates, with better quota attainment, the cumulative business impact is enormous. This could include automated customer communications, self-service onboarding flows, and AI-powered support.
Instrument Everything Before running campaigns, ensure you have rock-solid data collection: Define clear metrics tied to business outcomes Create instrumentation that accurately tracks performance Focus on data that’s “directionally correct” – perfect precision isn’t required 4.
User onboarding is not a one-person job. We have to oversee how we’re engaging customers , how we’re structuring emails in our onboarding sequence, and what user experience we’re providing once they’re on the app. Based on my experience, here are a few onboarding email templates that I believe can serve as inspiration!
Speaker: Ronald Eddings, Cybersecurity Expert and Podcaster
Through all the benefits offered by SaaS applications, it’s still a necessity to onboard providers as quickly as possible. And despite your SaaS adoption offering many positives, there is now an exponential increase in IT, security, and business complexity.
Plan to spend at least two weeks of intensive training, just like onboarding a new hire. It requires someone who knows your business deeply and can provide high-quality training and oversight. What We’re Looking to Do Next We’re literally onboarding two more AI sales tools this week. The upside?
Once they brought it to market, they knew they needed better user admin features, onboarding capabilities, SSO integration, etc. A New GTM Mental Model for AI Products That feedback told GitHub that people who weren’t using the GitHub platform still wanted to use Copilot for Business. Be prescriptive about the adoption journey.
The Result : After pivoting from “payments only” to “payments + compliance,” they onboarded their first 100 clients and raised Series A. Onboarding became “very inefficient.” ” The Business Impact : Response times increased. Local labor laws were the real blocker, not payment rails.
Usio PayFac-as-a-Service Without the Drama Best for: SaaS companies that want revenue share, fast onboarding, and actual human support. Biggest Perk: Handles compliance, risk, and merchant onboarding so you dont have to. Its incredibly robust, but unless youre running a billion-dollar business, its probably overkill.
Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting
You'll walk away from this session with: An understanding of the critical elements of a payments implementation framework that drives sustainable business growth 📈 An inside look at a digital-first implementation and why it works best for software platforms compared to a DIY documentation approach 🛠 Knowledge of best practices for creating (..)
When leveraged strategically, these services can become a key driver of business growth. With the right provider, merchant services can improve your checkout experience, increase cash flow, and unlock valuable business insights. We’ll also outline how to choose the best payment solutions for your unique business needs.
It knows what every B2B leader ever featured on SaaStr thought about critical business challenges at every stage of growth. It knows what every SaaS leader ever featured on SaaStr thought about critical business challenges at every stage of growth.
That’s not a blip—it’s a massive shift in how businesses are managing money. I f you’re running a SaaS platform, marketplace, or digital-first business, you’ve probably already bumped into the complexities of payment processing. The onboarding headaches. With Payfac, you can onboard sub-merchants in minutes—not days.
If you want to optimize your growth for the long term, consider developing specific priorities in the areas of your business model, customer experience, and employee experience. Business model. This approach gets to the heart of the subscription-based business model. Every business is a people business. Motivation.
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