Stax

MARCH 18, 2025

To choose the right payment processing solution for your business, you need to evaluate your business needs, evaluate security and compliance standards, and evaluate different payment processors based on pricing, features, customer support, and scalability. Can it support new payment methods as your business grows?

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88

Stax

JUNE 24, 2025

Look at the markup your provider adds on top of interchange fees, and check for hidden costs like PCI compliance fees, statement fees, and minimum processing requirements. Avoid unnecessary add-on fees Some processors charge extra for features like advanced reporting, recurring billing, or custom integrations.

Payment Services 88

Payment Services Merchant Services Payment Methods Stax 88

Subscription Flow

OCTOBER 16, 2024

Compliance with financial laws Calculating your tax, and then making sure that you are compliant with all the relevant tax laws is something that you have to do often. If you sign up with a billing software that cannot auto-generate reports for you, or ensure compliance, you would have to consider migration.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

BetterCloud

JANUARY 15, 2025

Compliance violations: Lack of compliance to documented security and privacy policy as well as legal and industry standards can result in legal fees, fines, and reputational damage. Unknown SaaS apps lurking around your SaaS environment jeopardize security posture and compliance with government and industry regulations.

Payment Solutions 52

Payment Solutions Payment Services SaaS Payments Payment Methods 52

Frontegg

JUNE 9, 2025

Simplified compliance : AaaS sometimes includes tools to meet regulatory requirements like GDPR, CCPA, HIPAA, data residency, SOC2, or the products might be certified compliant themselves. Features, such as detailed audit logs and reporting, simplify compliance management.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development Cybersecurity 52

Chargify

OCTOBER 14, 2019

Customer support has always been important in the SaaS industry, but its importance is only growing. . Customers expect more authenticity in their relationships with the companies they do business with — and excellent customer support is perhaps the most critical component of customer relationships.

Customer Support 68

Customer Support Merchant Services SaaS Scale 68

User Pilot

MAY 27, 2025

WalkMe Mobile is most suited for large enterprises and compliance-heavy industries. Based on verified Gartner reviews , the majority of its customers use WalkMe to support internal business apps, large-scale field operations, and app rollouts across thousands of employees or users. Who is WalkMe Mobile best for?

Mobile 76

Mobile Software Review Technical Review Pricing 76

Stax

MAY 5, 2025

In addition to the usual concerns around security and compliance, there’s also the issue of user experience. A bad payment experience can lose customers and damage your brand. Pro Tip: Collaborate closely with both your development team and your payment providers support team.

Payments 88

Payments Payment Services Merchant Services Payment Solutions 88

Neil Patel

OCTOBER 7, 2020

These apps are great for things like team communication features and push notifications with schedule changes or shift reminders. It’s a reliable way for your management team and staff to communicate from anywhere as well. This includes things like labor cost management, employee retention, fatigue management, compliance, and more.

Software Review 145

Software Review Software Systems Review Sales Recruiting 145

Neil Patel

DECEMBER 5, 2020

Phoneburner – Best for Remote Teams VanillaSoft – Best for Outbound Sales Voicent Cloud – Best Standalone Auto Dialer Software Mojo – Best for SMB Sales RingCentral – Best for Compliance Kixie – Best for Local Presence. Compliance. Be conscious of compliance, but don’t stress too much.

Software Review 145

Software Review Software Scale compliance 145

Scytale

OCTOBER 16, 2024

We get it – keeping up with new, ever-changing compliance requirements can be a nightmare, often resulting in a mild headache at best. Fortunately, this is where compliance audit software comes in – making all the difference when it comes to managing your security and compliance tasks efficiently.

compliance 52

compliance Software Review Software Technical Review 52

FastSpring

JANUARY 5, 2021

Global Compliance. Customization. Compliance. Specifically, you need to find a platform that manages compliance for: GDPR. It allows you to conduct business with EU-based customers through your online store. You can visit our support documentation to learn more about subscription reports. Simplicity.

Payment Methods 124

Payment Methods Payment Solutions Payment Services Payments 124

FastSpring

MARCH 15, 2021

Your goal is to get one customer to commit to completing multiple purchases. Work with your marketing and sales team to develop a communication strategy that reaches customers along the entire customer lifecycle. Plan a soft-launch to existing customers. Underestimating Customer Support Needs.

Payment Features 147

Payment Features Payment Services Subscription Payment Solutions 147

Neil Patel

JANUARY 15, 2021

A company representative should walk you through how to stay in compliance with the Telephone Consumer Protection Act (TCPA), state and federal regulations, and local laws in other countries if you are activating global campaigns. Ringless voicemail software allows you to leave or “drop” voicemail messages with server-to-server communication.

Scale 143

Scale Automotive compliance Pricing 143

Neil Patel

OCTOBER 2, 2020

Overall, live chat is fast, effective, and more cost-efficient than any other type of customer communication. For example, there is live chat software for lead qualification, live chat software for customer engagement, and live chat software for customer support. Omnichannel Support.

Software Review 145

Software Review Software Scale Systems Review 145

Tom Tunguz

APRIL 16, 2013

Shifting from Customer Acquisition from Field Sales to Customer Support. Customer Support Becomes the Sales Team This huge number of customers imply every customer support rep must handle hundreds to thousands of customers per year instead of ones or tens of customers typical with enterprise focused companies.

SMB 100

SMB Scale Startup SaaS 100

User Pilot

OCTOBER 20, 2024

Data security and compliance. Customer satisfaction surveys after certain user interactions, etc. Automate customer support with self-service options The whole purpose of customer onboarding is to create a frictionless customer experience. So, they automated the customer onboarding process instead.

Onboarding 105

Onboarding Underperforming Technical Team Transportation Scale 105

Tom Tunguz

APRIL 25, 2012

It means every customer support rep must handle hundreds to thousands of customers per year instead of tens of customers. Customer support becomes an inside sales team. To the controller/VP of Finance, Expensify offers better compliance with spend policies, a huge challenge for most companies of any scale.

SMB 100

SMB Scale SaaS compliance 100

Neil Patel

OCTOBER 20, 2020

If you need short-term help, make sure you communicate that during your consultation. Level of support. If so, you need more support than a team that needs one-off tasks or particular areas of their HR handled for them. In fact, more than half a million of their customers are small businesses.

Outsourcing Services 143

Outsourcing Services Outsourced Development Sales Recruiting Sales Hiring 143

Neil Patel

NOVEMBER 30, 2020

Customer service software isn’t one size fits all. Choosing the right customer service software means considering your customer’s needs and what the software offers your business. Do you mainly do customer support over live chat? Your Current Customer Support System. Zendesk—Best for a Support Suite.

Software Review 137

Software Review Software Systems Review AI Search 137

How To Buy Saas

JULY 2, 2025

Real Estate CRM (Customer Relationship Management) Software A CRM system for real estate is designed to help agents and brokers manage leads, clients, and communications in one place. Centralized Contact Management: Store and organize all client information, inquiries, and communication history.

Payment Solutions 59

Payment Solutions Payment Methods Software Review Payment Services 59

Stax

NOVEMBER 21, 2024

Tapped transaction : here the customer’s credit card is hovered over your card reader to transmit transaction data without any direct contact. This contactless transaction is enabled with NFC (near-field communication) or RFID (radio frequency identification) technology and it prioritizes speed and convenience.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88

How To Buy Saas

MAY 21, 2025

All the leading platforms reviewed below like Workable, Greenhouse, and Breezy HR are SaaS solutions that serve companies globally with multi-language support and compliance features (e.g., Customer Support Slowness: Some users report that Breezys support can be slow to respond during peak times.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

SaaStr

OCTOBER 15, 2019

So one place would be in your customer success organization. We were doing more customer support, less customer success. It was less about making sure that customers were happy and individually reaching out to them. They know environmental compliance better than anyone we’ve ever heard.”

Underperforming Technical Team 208

Underperforming Technical Team Sales Hiring SMB Enterprise 208

BetterCloud

MARCH 17, 2025

This can quickly not only inflate your SaaS budget, but also introduce significant security and compliance risks. Evaluate vendors based on their security posture, scalability, integration capabilities, and customer support. Check for SOC 2, ISO 27001, and other relevant security and compliance certifications.

Technical Review 52

Technical Review Strategy Marketplace as a Service SaaS 52

Stax

APRIL 17, 2025

Key features to look for in a POS system include sales processing, inventory management, customer relationship management (CRM), reporting, multi-location & omnichannel selling, and security & compliance. Evaluate whether the system provider offers 24/7 support on multiple channels like phone, live chat, and email.

Payment Methods 88

Payment Methods Payment Solutions Point of Sale Payment Services 88

User Pilot

AUGUST 22, 2024

TL;DR Customer onboarding in financial services aims to integrate users into systems and educate them about product features, for example, in the banking sector. Effective client onboarding sets the tone for relationships , ensures regulatory compliance, improves efficiency through digitization, and can serve as a key product differentiator.

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

User Pilot

JULY 29, 2024

Custify is a customer success management platform that helps SaaS businesses track customer health scores, identify users at risk of churn , and proactively retain them. HubSpot Service Hub is a customer relationship management platform that allows businesses to streamline customer communications. Integrations.

Customer Success 105

Customer Success Software Management SaaS 105

Stax

MARCH 6, 2024

You need effective dunning management in place, which involves communicating with customers to update payment information to resolve failed transactions. Legal and payment compliance Adhering to compliance standards, including those set by the Payment Card Industry Data Security Standard (PCI DSS), is essential.

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

User Pilot

FEBRUARY 14, 2024

In the article, we look at 12 solid contenders for this title, covering a few most common use cases: In-app user engagement Sales funnel management Customer support Analytics and reporting Marketing Collaboration and project management Let's dive right in! What are the best Salesforce integrations in 2024?

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

yoursales

JUNE 5, 2023

It includes customer names, addresses, phone numbers, and purchase records. On the other hand, unstructured data is less organized, consisting of customer emails, chat logs, social media interactions, and customer support tickets. This in turn enables improved marketing and sales communication.

Data 88

Data Sales Forecasting Social Media 88

User Pilot

APRIL 2, 2025

Protect customer data with the highest compliance standards Every data point you collect represents actual people, so safeguarding it is a must. Props to customer support who helps us resolve issues, spending time investigating issues, jumping on a call, great job. Konstantin L., Mid-Market (51-1000 emp.)

Mobile 66

Mobile Underperforming Technical Team Onboarding AWS 66

FastSpring

MARCH 5, 2019

To do that, you have to really know your customer: how they think, how they speak, and what they need and desire. Your website is stunning, your email campaigns look great, and your customer support forum is looking snazzy, too. Consistency is key to establishing trust and ensuring effective communication.

Payment Methods 89

Payment Methods Payment Services Payments SaaS Payments 89

Stax

DECEMBER 9, 2024

Here are some steps you can take to reduce chargebacks and maintain a healthy merchant account: Improve Communication Establish clear lines of communication with your customers. Ensure that your contact information, including customer support channels, is readily available and easily accessible.

Merchant Services 88

Merchant Services Payment Services Payment Methods Software Review 88

Stax

DECEMBER 20, 2023

Other factors you should take into account are integration with existing systems, security and fraud protection, customer support, and ease of use. That means short communication lines so it’s easy to get in touch with a real person, quick turnaround times, and an understanding customer success team.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Features 88

User Pilot

AUGUST 22, 2023

Data tracking plans serve as a single source of truth for teams and help ensure that relevant data points are captured consistently and accurately to support data-driven decision-making. They also improve communication between teams and reduce the risk of falling foul of external regulations. Who does a tracking plan help?

Data 97

Data compliance Onboarding Metrics 97

User Pilot

AUGUST 27, 2024

Engage with customers on social media, review platforms, subreddits, and forums—address all their concerns and hold the responsibility. Implement feedback-driven changes and communicate these updates to users to close the feedback loop. Use feedback data to prioritize product features that align with customer needs.

Trends 104

Trends Technical Review Software Review Social Media 104