FastSpring

JANUARY 27, 2022

Note: FastSpring offers advanced subscription management services that support free trials, monthly and annual paid plans, proration, discount management, and more. How Castos upsells subscription tiers. His podcast hosting company uses data analytics that looks at which users are most likely to grow out of their current subscriptions.

Merchant Services 146

Merchant Services Payment Services SaaS Payments Payment Solutions 146

FastSpring

OCTOBER 13, 2020

Optimize Your Onboarding Process to Deliver Value Quickly. Onboarding is your opportunity to teach a new customer how to successfully use your product. The more you invest in your onboarding process, the more retention you will see over time. And don’t be afraid to revisit your onboarding process on a regular basis.

Retention 148

Retention Payment Features Payment Methods Social Media 148

FastSpring

JANUARY 5, 2021

Regardless of your professional motivations, billing and invoicing is a vital part of any successful business. Good billing and invoice software will simplify your life by automatically doing all this math for you. So, your comfort level with billing and invoicing will determine the type of layout and functionality you prefer.

Payment Methods 124

Payment Methods Payment Solutions Payment Services Payments 124

SaaStr

MARCH 30, 2024

We’re (for now) using Intercom for trigger-based onboarding and activation messaging, as well as customer communications and newsletters. We’re in the process of onboarding Vitally , specifically to help us better support bigger, managed customers. for our podcast.

Marketing 273

Marketing ChatGPT Mobile Onboarding 273

Intercom, Inc.

AUGUST 31, 2021

These messages can be triggered based on specific customer actions or dates, such as an upcoming subscription renewal or customer birthday. Payment expirations. These transactional messages are an integral part of any customer communication strategy. And no need to keep paying subscriptions for extra software you don’t need.

Payments 218

Payments Payment Solutions Payment Methods Subscription 218

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. The dinner party approach to onboarding.

Onboarding 143

Onboarding Sales Hiring Churn Consulting 143

Chart Mogul

FEBRUARY 11, 2020

Customer Onboarding' is an umbrella term that's often used to describe the entire process that users go through when they start their journey as a customer of your product or service. The onboarding experience can define the ongoing relationship your customer has with the product. This is where customer onboarding comes into play.

Onboarding 132

Onboarding SaaS Technical Review Churn 132

User Pilot

OCTOBER 19, 2024

Unlike traditional businesses, most SaaS businesses operate the subscription pricing model. For instance, satisfied customers are more likely to renew their subscriptions month after month with a subscription-based streaming service. What does customer satisfaction look like for SaaS businesses?

Business 111

Business Underperforming Technical Team Customer Lifetime Value Systems Review 111

Payrix

FEBRUARY 4, 2025

Payment facilitator (PayFac) A merchant registered by an acquirer to facilitate transactions on behalf of sub-merchants. They provide the infrastructure necessary for their merchants to accept credit card payments. Digital Wallet A digital wallet refers to an electronic device (e.g., Android Pay, Apple Pay, Samsung Pay, etc.)

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

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. TL;DR In-app communication shouldn’t be used interchangeably with push notifications since the two have very different use cases. What is in-app communication?

Communication 98

Communication Onboarding User Experience Retention 98

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. Since the SaaS businesses mostly run on subscription-based models, RGM becomes an even more essential framework for them to follow.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

Frontegg

MAY 28, 2022

This vendor now offers turnkey solutions for multiple sectors, including SaaS businesses that are looking to manage their subscriptions and billings with advanced features like embeddable checkouts, customization UI features, and comprehensive reporting capabilities. Recurring payments can also be automated. START FOR FREE.

SaaS Payments 98

SaaS Payments Payment Services Payment Methods Payments 98

Stax

MARCH 6, 2024

For businesses offering subscriptions, memberships, retainers, and other recurring services, recurring billing is a powerful solution to streamline processes and ultimately enhance revenue generation. Consider this: Consumers are already conditioned to the subscription model. Learn More What is Recurring Billing?

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

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 105

SaaS Payments Payment Services Payments Payment Solutions 105

Stax

FEBRUARY 28, 2024

Here’s an interesting stat: 70% of businesses consider subscription and membership models indispensable for future commercial growth and expansion. They must engineer a well-rounded solution that makes handling subscriptions a breeze (and yes, it is as hard as it sounds). However, only 10% of them currently employ these models.

Payments 88

Payments SaaS Payments Payment Services Merchant Services 88

Intercom, Inc.

SEPTEMBER 15, 2020

Retaining your hard-won customers is the difference between success and failure for online businesses, and the key to retention is excellent customer communication. Proactive support : Send emails and in-product messages about downtimes or subscription expirations with the option to chat directly from either. What will drive action?

Scale 231

Scale Mobile Engagement Onboarding 231

Intercom, Inc.

FEBRUARY 11, 2020

For example, often new customers will encounter problems in completing a specific step in onboarding, and churn as a result. This importer remains the most impactful onboarding feature we’ve released. To retain these customers, design a campaign to specifically address the cause of churn. 3: Proactively monitor and manage value.

Retention 282

Retention Sales Hiring Churn Onboarding 282

User Pilot

NOVEMBER 14, 2024

For instance, creating invoices is vital for a small business proprietor but not so much for an accountant. That’s why you need to personalize the secondary and tertiary onboarding flows to help users discover the functionality that they need. Start by segmenting them based on their use cases.

Strategy 105

Strategy Payment Solutions Customer Lifetime Value Payments 105

User Pilot

FEBRUARY 20, 2023

The trickiest but most rewarding stage of the customer journey is user onboarding. Email onboarding is an effective way to streamline the process for new customers, so let’s take a closer look at a few onboarding email examples and five best practices to follow! What is a user onboarding email?

Onboarding 98

Onboarding SaaS Churn Customer Lifetime Value 98

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Onboarding 98

Onboarding Technical Review Strategy Software Review 98

User Pilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding. Ready to dive in?

Onboarding 105

Onboarding Strategy Social Media Churn 105

Blulogix

APRIL 11, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Conquering Channel Business Management In the dynamic landscape of B2B subscription models, channel business management emerges as a pivotal strategy for expanding market reach and enhancing product distribution.

Subscription 95

Subscription Payment Features B2B Scale 95

User Pilot

FEBRUARY 14, 2024

Thanks to the Gong<>Salesforce integration you can use AI-generated insights from user communications in Salesforce for improved sales strategies. Userpilot and Salesforce integration – Best for optimizing in-app customer experience Userpilot is a product growth platform used for in-app user onboarding and customer engagement.

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

User Pilot

JUNE 9, 2023

Are you struggling with segmenting onboarding messages for your customers? So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs. So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs.

Onboarding 94

Onboarding SaaS User Experience Engagement 94

Stax

DECEMBER 20, 2023

With the majority of processors relying on negotiations and tacking on hidden costs like exorbitant setup fees, dishonest monthly subscription fees, or unfavorable long-term contracts, it can be hard to know what the best rates really are. As with Stax, this isn’t the best solution for extremely low-volume businesses.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Features 88

User Pilot

MAY 30, 2025

Chargezoom , a B2B invoicing platform, struggled to keep up with its ever-increasing customer base. With only two team members available to run onboarding sessions and send emails, the team couldnt keep up. Email-only communication. Messages about new features or value-adding upgrades would get lost in inboxes.

Churn 65

Churn Scale Payment Features Sales Hiring 65

FastSpring

JUNE 22, 2022

Look at Zoom or Slack: businesses designed for enterprise organizations that use B2C-like onboarding flows (such as product-led growth, or PLG) to fuel interest and adoption. For example: Are you making your quoting and invoicing experience as efficient and flexible as possible?

B2C 148

B2C Payments SaaS Payments B2B 148

Stax

MARCH 18, 2025

However, a SaaS company providing global HR and payroll solutions may have a few hundred customers paying a monthly or annual feein other words, making recurring payments over a longer period of time. Churn is the percentage of customers that end their subscriptions within a certain amount of time. Churn rate.

Scale 117

Scale Payment Services Payments SaaS Payments 117

Intercom, Inc.

AUGUST 4, 2021

Our Support Specialists are responsible for onboarding, educating, and supporting our customers on a global level. But for both positions, we’re looking to learn more about your communication style and technical skills. Your ability to communicate with customers at a technical level. The take-home test. Be resourceful .

Customer Support 239

Customer Support Interviewing Engineering Communication 239

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. How to increase customer value during onboarding with Donna Weber. Let me go back to my six-stage onboarding framework.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

Stax

MARCH 12, 2024

In an ideal world, all customers would pay an invoice the moment they receive it. But in reality, companies often have to spend considerable time and resources chasing down late payments that are stuck in Accounts Receivable. Promptly collecting payments from your customers is essential to run a sustainable business.

Payment Features 88

Payment Features Payment Methods Payment Services Stax 88

BetterCloud

JUNE 9, 2025

You’re not alone in thinking your SaaS subscriptions have grown faster than your understanding of them. 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.

SaaS 52

SaaS Software Review Technical Review Finance 52

FastSpring

APRIL 1, 2021

It provides insights into product functionality and onboarding. Or maybe the onboarding process is too complicated. Inefficient or broken onboarding experience. 2: Communicate Expectations Clearly Throughout the Trial Period. Basics to communicate about a free trial. How do they measure up?

Payment Solutions 138

Payment Solutions SaaS Payments Payment Methods Strategy 138

BetterCloud

JANUARY 3, 2025

SaaS has revolutionized how we work, but let’s be honest, managing all those subscriptions can feel like juggling flaming torches. You’re dealing with contracts, security concerns, and costs that seem to spiral out of control. Research thoroughly and consider factors like security and integrations.

Management 52

Management SaaS compliance Benchmarks 52

Intercom, Inc.

APRIL 26, 2022

With Intercom Surveys , customer feedback helps you to continuously optimize your business in simple and efficient ways – so from lead capture through to onboarding, NPS, product feedback, and churn, survey insights will help you learn and scale. With Intercom, you can flawlessly communicate with your customers, wherever they may be.

Payment Methods 219

Payment Methods Payment Services Payment Solutions Payments 219

Intercom, Inc.

JANUARY 16, 2020

My co-founder and I were running a design agency and we noticed a persistent problem in communicating ideas to remote clients. “We decided to switch to a team based subscription model which became a huge driver for our growth back in the day. Andrey: Onboarding is something that we constantly change.

Consulting 249

Consulting Marketplace as a Service Scale Development 249

BetterCloud

MAY 23, 2025

BetterCloud Analyze the cost-benefit ratio of each application, considering not just the subscription fee but also the associated overhead in terms of management, training, and integration. For more complex consolidations, develop a detailed phased implementation plan with clear milestones, responsibilities, and communication strategies.

Technical Review 52

Technical Review Strategy Government Systems Review 52