SaaStr

MARCH 24, 2022

And for businesses looking for embedded payments, we offer white-labeled payments for platforms with automated underwriting and onboarding that supports marketplaces and split payments. Printfection is a swag management platform that simplifies the buying, managing, and distribution of swag and branded merchandise.

Payments 252

Payments Payment Services Payment Solutions SaaS Payments 252

SaaStr

JANUARY 12, 2022

5M in ARR b/c we were too small a co and compliance dept blocked renewal (shoulda raised price I guess…) ” — Jared Hansen, CEO Thrilling Foods. Needed more communication, especially in the middle of the relationship as it matured. “Have better Onboarding.” Improve your onboarding this year.

CTO Hire 325

CTO Hire Sales Hiring New CTO CTO 325

BetterCloud

JANUARY 13, 2025

IT and security teams of all sizes have formalized file sharing governance strategies to safeguard data and maintain compliance. Without adequate visibility and control, these platforms can become breeding grounds for data breaches and compliance violations. However, enforcing these policies is where most struggle.

compliance 52

compliance Government Education Consulting 52

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

User Pilot

MAY 27, 2025

WalkMe Mobile is most suited for large enterprises and compliance-heavy industries. For example, you could create an onboarding checklist to walk users through the key tasks involved in setting up and using your mobile app. Who is WalkMe Mobile best for? Designing a slideout to encourage desired user behavior.

Mobile 75

Mobile Software Review Technical Review Pricing 75

BetterCloud

JUNE 16, 2025

Compliance issues can arise when you don’t know where sensitive data resides. Security & compliance indicators Gaps in security protocols: Unknown access points from unmonitored SaaS apps create vulnerabilities. Raise awareness about the risks of shadow IT, emphasizing the security and compliance implications.

Management 52

Management Software Review SaaS Technical Review 52

Neil Patel

SEPTEMBER 15, 2020

From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. In some cases, you can even use these apps to communicate with your employees. ATS software is highly beneficial for companies who are recruiting and onboarding at scale. Payroll Software.

Software Review 145

Software Review Software Systems Review compliance 145

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

Stax

FEBRUARY 19, 2025

An outsourced integrated payments support team could also assist business software users with their unique issues or questions about security and compliance. Outsourcing payment support can save costs, provide 24/7 assistance, and ensure compliance expertise.

Outsourcing Services 88

Outsourcing Services Payments Payment Services Merchant Services 88

Stax

FEBRUARY 19, 2025

Expanding into new markets by leveraging ISV solutions that cater to global compliance requirements and multilingual support. A prime example is an accounting software company partnering with a tax compliance ISV to offer automated tax calculations, attracting businesses seeking regulatory compliance.

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88

BetterCloud

JANUARY 3, 2025

We’ll cut through the jargon and provide practical advice on everything from discovering and onboarding new vendors to optimizing costs and ensuring security. Staying ahead of the game : Keeping up with the latest security threats and ensuring compliance. This blog is your guide to conquering SaaS chaos.

Management 52

Management SaaS compliance Benchmarks 52

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. Whether it’s greater efficiency, increased revenue, cost savings, or achieving compliance, every customer has a reason for purchasing your product.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

Scytale

MAY 29, 2025

In fact, CCPA compliance can be the key to building trust, setting your business apart in a highly competitive US market, and strengthening your security posture. Join us as we explore how you can turn the CCPA from a compliance burden into a real competitive advantage for your company. What is CCPA? Lets start with the essentials.

compliance 52

compliance Scale Systems Review New CTO 52

BetterCloud

JUNE 9, 2025

However, this very ease and flexibility have contributed to a fragmented landscape where different teams and individuals can onboard new tools without centralized oversight, leading to a complex web of subscriptions. Scalability is another major draw, allowing businesses to easily adjust their usage based on their evolving needs.

SaaS 52

SaaS Software Review Technical Review Finance 52

Intercom, Inc.

AUGUST 30, 2022

Can we easily onboard new employees or teams as our numbers grow? How much training will this tool require for onboarding and maintenance? Brex makes it simple for founders and startups to manage spending and ensure compliance. There are global compliance and payroll hurdles that make things super complex. HubSpot – CRM.

Scale 163

Scale Payment Services Startup AWS 163

Neil Patel

OCTOBER 7, 2020

These apps are great for things like team communication features and push notifications with schedule changes or shift reminders. These solutions usually have features for HR reporting, benefits tracking, applicant tracking, employee onboarding, training, and more. Industry-Specific Solutions.

Software Review 145

Software Review Software Systems Review Sales Recruiting 145

BetterCloud

MARCH 24, 2025

Stage 2: Procurement and onboarding Once you’ve chosen a SaaS solution, the focus shifts to securing it and integrating it into your environment. Negotiate favorable terms and establish a clear communication channel with the vendor. Try out a few demos and see what other people are saying.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

User Pilot

MARCH 30, 2025

Writing convincing app descriptions that perfectly communicate the value of your app. For instance, a project management app might promote team collaboration features to startups while emphasizing security and compliance to enterprise clients. Onboarding flows such as different welcome screens or sign-up processes.

Mobile 65

Mobile Acquisition Software Review Social Media 65

User Pilot

APRIL 2, 2025

Common use cases for mobile analytics include optimizing onboarding flows to reduce drop-off rates, identifying underperforming features that need improvement, personalizing the user experience based on behavior patterns, and making data-driven decisions for your product roadmap.

Mobile 65

Mobile Underperforming Technical Team Onboarding AWS 65

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

Subscription Flow

DECEMBER 12, 2024

Personalized offers and discounts can then be extended to these customers to get them onboard. Customer segmentation is not limited for communication purposes only. Compliance It is challenging to scale your business, and tap into your desired markets without considering local and international regulations.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

Neil Patel

OCTOBER 20, 2020

If you need short-term help, make sure you communicate that during your consultation. From recruitment and onboarding to payroll and benefits administration, you’re in good hands. From the start, you get a dedicated HR manager to help build your HR policies and walk you through your state’s compliance regulations.

Outsourcing Services 143

Outsourcing Services Outsourced Development Sales Recruiting Sales Hiring 143

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., Basic Onboarding Features: While Workable excels at applicant tracking, it has only light onboarding features.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

FastSpring

JANUARY 5, 2021

Global Compliance. Also, consider the onboarding process. Compliance. Specifically, you need to find a platform that manages compliance for: GDPR. Even though a third-party is handling your billing and invoicing, all billing communication and digital invoices should reflect your branding. Simplicity. Usability.

Payment Methods 124

Payment Methods Payment Solutions Payment Services Payments 124

Neil Patel

NOVEMBER 30, 2020

Whatever the size of your company, there are three key benefits of iPaaS: Cost savings Business efficiency Security and compliance. The more agile your company is, the quicker you can onboard new customers, and the fewer resources you waste in the meantime. iPaaS Can Help With Security and Compliance. The Benefits of iPaaS.

Marketing 142

Marketing Scale Technical Review compliance 142

Intercom, Inc.

FEBRUARY 22, 2022

We do that by: Investing in your trust through compliance with industry security and privacy ISO standards or frameworks such as SOC 2. The team’s remit covers: security and abuse; governance risk and compliance; and IT. Shipping quickly and securely. Continuous risk management. Evolving security landscape.

Data 118

Data CTO Hire Technical Review Scale 118

Neil Patel

DECEMBER 13, 2022

So while you have access to experts in every department, all of your communication can begin with someone who takes the time to learn more about you and your business. Both you and your staff will have access to payroll, benefits, onboarding, time cards, compliance resources, and more—24/7/365. How does this work?

Outsourcing Services 124

Outsourcing Services Payment Services Sales Recruiting Sales Hiring 124

Stax

AUGUST 22, 2024

PayFacs handle risk assessment, underwriting, settling of funds, compliance, and chargebacks which exposes them to greater potential risks. Major risk factors for PayFacs include fraudulent transactions, merchant credit risk, regulatory compliance, and operational risks. The due diligence doesn’t stop at onboarding.

Merchant Services 88

Merchant Services Payment Services Payfac SaaS Payments 88

User Pilot

AUGUST 27, 2024

So if you’re a product manager, why not book a demo to see how you can personalize onboarding without writing code? Try Userpilot and Take Your Onboarding Experience to the Next Level Get a Demo 14 Day Trial No Credit Card Required 1. Implement feedback-driven changes and communicate these updates to users to close the feedback loop.

Trends 104

Trends Technical Review Software Review Social Media 104

Chart Mogul

JANUARY 9, 2025

In these cases, the model helps communicate the value of the change and introduces prospects to the innovation. Larger ticket values may require navigating complex procurement processes to include security and compliance checks, therefore prolonging the SaaS sales cycle. Managing the customer onboarding process within ChartMogul CRM.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

ChurnZero

MARCH 24, 2025

Built to support a linear sales process, a CRM doesnt support a dynamic customer journey in which onboarding, product adoption, and the renewal process fluctuate. Missing major customer milestones without clear onboarding, renewal, and status processes. 4: You’re more reactive than proactive on risks and opportunities.

Technology 52

Technology Customer Success Scale ChatGPT 52

Unbounce

MAY 13, 2021

MECLABS points out that value propositions come in four varieties: Primary value propositions communicate a brand’s overall value. While you ultimately want a concise value prop, don’t be afraid to give it the room it needs to communicate your value. They solve customers’ problems with simplified compliance and onboarding.

Payment Methods 143

Payment Methods Payment Solutions Payment Services SaaS Payments 143

FastSpring

JANUARY 27, 2022

This score then determines how we’ll manage the relationship through onboarding and customer success, including whether they need further education on the benefits of marketing attribution or more advanced advice on how else our product can bring operational and strategic improvements across their business.”. How do we know this?

Merchant Services 146

Merchant Services Payment Services SaaS Payments Payment Solutions 146

ChurnZero

DECEMBER 19, 2024

2024 Onboarding Hero: Ollie, a Next Glass company Ollie used ChurnZero journeys and plays to enhance their onboarding process for time-pressed customers. The Ollie team reimagined the process, using ChurnZero to structure and systemize their onboarding and keep customers on track. Here’s who they are, and how they did it.

Customer Success 52

Customer Success Scale Underperforming Technical Team Innovation 52

User Pilot

JULY 14, 2024

To increase feature adoption , use onboarding checklists and interactive walkthroughs. Track user behavior and adoption trends to find friction in the user journey and optimize the onboarding processes. Finally, tracking trends in feature adoption can help you identify issues with the onboarding process. vs. 24.3%).

Benchmarks 105

Benchmarks Artificial Intelligence Underperforming Technical Team Onboarding 105

User Pilot

OCTOBER 20, 2023

Delivering an outstanding product experience , particularly through concise, visually attractive, and personalized onboarding , is becoming increasingly important for product success. Communication or data silos were mentioned as the biggest obstacle to scaling up a product team by 25% of study participants.

Trends 105

Trends Artificial Intelligence Management AI 105

User Pilot

AUGUST 22, 2023

They also improve communication between teams and reduce the risk of falling foul of external regulations. What’s more, a tracking plan can improve communication and collaboration between teams. Senior leadership can communicate goals and what data they need to track to measure progress effectively. User properties.

Data 97

Data compliance Onboarding Metrics 97