SaaStr

FEBRUARY 7, 2025

Here’s why domain data matters: Tighter accuracy gains : Domain-specific data allows you to optimize for specific use cases while maintaining general capabilities Vertical specialization : Different industries have different needs – Dialpad can tune their models for sales teams vs. support teams Competitive moat : While anyone can access (..)

AI

SaaStr

JANUARY 23, 2025

Build the Right Team for Enterprise Success Enterprise selling requires a fundamentally different skillset. If one does and one doesn’t, you know it’s the person not the motion. Master Enterprise-Grade Operations The operational bar is much higher in enterprise.

Enterprise

SaaStr

JUNE 20, 2025

Industry observers like Josh Bersin remain skeptical about replicating complex systems like Workday’s payroll and compliance frameworks. While competitors debated how much to invest in AI, Palantir made it their primary growth engine, restructuring their entire go-to-market strategy around AIP bootcamps and AI-driven customer success.

AI Search

USIO

JUNE 19, 2025

In a recent academic paper published by Springer, researchers noted that: “Usage-based pricing models align a provider’s growth with customer success, increasing both revenue potential and long-term retention.” — SpringerLink, Software Product Management and Pricing Models In other words: more usage = more transactions = more revenue.

Payments

SaaStr

AUGUST 11, 2025

When a CIO wants to understand compliance frameworks, the SDR schedules a follow-up with the security team. Here’s why: Perfect Product Knowledge, Always An AI SDR has instant access to your entire technical documentation, every product update, every integration detail, every compliance framework. But SDR work?

AI

Valuize Consulting

DECEMBER 17, 2024

Defining the right Customer Success Manager (CSM)-to-account ratio is a nuanced challenge. This applies to any customer success focused role assigned a portfolio of accounts. Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency.

Technical Review

Stax

JUNE 3, 2025

Prioritize customer success, not just customer acquisition While getting new users in the door is important, retention is what drives predictable revenue and strong unit economics. SaaS companies that invest in onboarding, customer education, and proactive support tend to see higher engagement and lower churn.

Payment Services

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

Stax

AUGUST 12, 2025

It includes: APIs to integrate payment acceptance Merchant onboarding flows Card/ACH processing infrastructure White-label checkout or invoicing Risk, compliance, and settlement tools Stax Connect provides these building blocks. Operational support Underwriting, compliance, and merchant support don’t scale well without a partner.

Payments

Frontegg

JUNE 23, 2025

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?

Cloud

Payrix

JUNE 10, 2025

Read now ebook PCI Compliance: Unlock your platform's security potential Protecting cardholder data isn’t just good business - it’s essential. Let’s cut through the complexity and show you how PCI compliance keeps your platform secure and your customers happy.

Merchant Services

Valuize Consulting

JULY 11, 2025

In a previous article, we dissected the three critical data challenges that often cripple Customer Success (CS) Operations: the security ambush, the hydra of disparate data models, and the subjectivity of customer health definitions. This is where Customer Success Operations emerges as the critical linchpin.

Data

Sales Hacker

JULY 23, 2025

With over 15 years of go-to-market experience across foodtech and vertical SaaS, Erica has led revenue at companies like Slice, Seated, and Odeko, and held roles across sales, customer success, partnerships, and RevOps.

AI

Payrix

JULY 8, 2025

it will be important to understand the current regulatory landscape in Canada, particularly two key frameworks, to ensure compliance. Software companies should familiarize themselves with these frameworks or work with a payments partner who can guide them through the process to ensure compliance.

Merchant Services

Valuize Consulting

NOVEMBER 19, 2024

Predictive analytics is one such strategy, unlocking powerful insights into customer intent and redefining the way organizations approach customer success. Key Advantages of Predictive Analytics for B2B Customer Success 1. These models become more precise over time as new data informs and enhances them.

B2B

Valuize Consulting

APRIL 4, 2025

Customer Success isnt just a departmentits the engine of sustainable growth. Were experts at innovation and market disruption, but are we truly harnessing the full potential of our Customer Success (CS) operations? Understanding how Customer Success Managers (CSMs) spend their time is no longer a luxuryits a necessity.

Scaling

ChurnZero

MARCH 24, 2025

Too many customer teams are still relying on mismatched technologyand it’s holding them back. ChurnZeros latest Customer Success Leadership Study found that technology adoption shifts depending on company size by revenue. A CRM is a great tool for sales operations, but it falls short for customer success needs.

Technology

User Pilot

NOVEMBER 29, 2024

This is essential for compliance with privacy and data protection regulations like GDPR or CCPA. High customization with filtering and segmentation options. Privacy and compliance features for sensitive data protection. Fullstory review. Strong collaboration tools for team-wide analysis. Userpilot session recording playlists.

Underperforming Technical Team

Sales Hacker

AUGUST 11, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Stevie Case is the Chief Revenue Officer at Vanta, the $4B leader in trust management and compliance automation. Watch: [link] 18:30 — Creating Vanta’s “CIA” Competitive Intelligence Agency to win back customers. We just did not know.

Scale

User Pilot

JANUARY 19, 2025

Learn how RecruitNows customer success team saved 1000+ hours because the training is now intuitive enough for users to finish it in one day! However, you should maintain certain essential measures to ensure security, compliance, and thoughtful user decisions. Looking for a solution to manage user friction effectively?

Onboarding

Scytale

JUNE 4, 2025

Combining the premier provider of SOX ITGC automation with the global leader in security compliance automation to create the first complete compliance enterprise suite. Were proud to welcome AudITechs co-founders, Eli Edry and Roni Beeri, to the Scytale team as we integrate their core solutions directly into our Enterprise Suite.

compliance

Payrix

JUNE 23, 2025

Read now ebook PCI Compliance: Unlock your platform's security potential Protecting cardholder data isn’t just good business - it’s essential. Let’s cut through the complexity and show you how PCI compliance keeps your platform secure and your customers happy.

Merchant Services

User Pilot

JULY 22, 2025

It’s about building a proactive and data-informed customer success strategy. This can reduce confusion and compliance risk. Tealium Tealium is an enterprise-grade, marketer-first customer data hub and tag management solution that gives marketing teams complete control over data collection, governance, and activation.

Software Review

User Pilot

OCTOBER 20, 2024

For example, customers may currently have to fill out a form and wait for a customer success/support agent to reach out to them and demo the product. Data security and compliance. What part of the process can be made more intuitive? How can I reduce the workload for my team? and deliver a tailored onboarding process.

Onboarding

Valuize Consulting

JUNE 10, 2025

As Customer Success (CS) Operations leaders and specialists, you are the architects and engineers of the Customer Success machine. You build the workflows, configure CS platforms , manage the data pipelines, and strive to empower your CSMs with the insights and actions they need to drive customer value.

Customer Success

Teamgate

JULY 25, 2025

Conclusion: Achieving Sales Success with S.M.A.R.T. methodology with Teamgate CRM turns sales goals into clear, actionable steps that drive customer success and revenue growth. Regularly reviewing your strategy ensures your goals stay aligned with evolving market demands. Goals Pairing the S.M.A.R.T.

Scale

Blulogix

JUNE 13, 2025

It connects product, sales, finance, operations, and customer success. If the answer isn’t yes to all of the above—it’s time to rethink your billing strategy. Final Thought: Billing Is Infrastructure Billing isn’t just a finance function anymore—it’s infrastructure. It either accelerates your business—or holds it back.

Payment Features

ChurnZero

DECEMBER 19, 2024

Theyquestion the status quo, and relentlessly pursue their customers’ success, using ChurnZero software to power their initiatives and achieve breakthrough results. We’re delighted to introduce the winners of the 2024 ChurnHero Awards for customer success! Here’s who they are, and how they did it.

Customer Success

How To Buy Saas

JUNE 26, 2025

In this review, we’ll explore how ProProfs Knowledge Base works, the solutions it offers, its standout features (with an in-depth look at each), pre-built templates, real customer success stories, media recognition, awards, security measures, and support. Minimalist & Custom Templates : Want to start clean?

Technical Review

Frontegg

JULY 28, 2025

Regular audits of user access and role-based access controls are vital to ensure compliance with this principle. Instead of relying solely on developers, Frontegg gives infosec, customer success, and product teams the tools to manage identity directly within their domain.

Underperforming Technical Team

Sales Hacker

APRIL 1, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Hayden Stafford is the President and Chief Revenue Officer (CRO) at Seismic, where he oversees the global go-to-market (GTM) organization, including pre-sales, sales, customer success, services, partners, and more. It’s may not be sexy.

Scale

Stax

MAY 23, 2025

It can also make it easier to manage compliance, automate reporting, and scale operations. It shows that you’re invested in solving real customer pain points and evolving your product to meet their needs. Competitive edge for ISVs Offering integrated payments can set your platform apart from the competition.

Payments

Sales Hacker

AUGUST 15, 2025

Salesforce proved that it was reliable with real-time status dashboards and a cultural mandate to make customer success the company’s core product. “Trust has to be your highest value. If it’s not, something bad is going to happen.” It drives distribution, fuels retention, and builds trust.

FastSpring

OCTOBER 23, 2024

With the merchant of record model, you can let your MoR provider worry about payment processing , regulatory compliance, and global tax compliance , because the MoR will be the entity accepting global payments and selling the product. Tax Compliance Worrying about the international taxes that come with selling globally?

Merchant Services

Sales Hacker

MAY 27, 2025

Navigating payroll, benefits, and compliance shouldnt slow you down. You’re trying to make your customers successful. A number one, what you want is you want your customers telling all of their community that like I. Thats where TriNet comes in. Build a great team, build a great culture.

Technical Review

Sales Hacker

JUNE 24, 2025

Navigating payroll, benefits, and compliance shouldn’t slow you down. Over the last year and a half has built kind of a, a following in AI and medical affairs space that has started to not only add oil to the kind of end-to-end, top of funnel to, to contract phase, but also with customer success. That’s where TriNet comes in.

AI

Sales Hacker

JULY 25, 2025

Historically, raising a round of this magnitude required dominating a massive, well-understood market like cloud infra (Pivotal) or compliance (OneTrust). Over 12,000 companies now use Vanta to scale security and compliance as easily as they scale their software. The criteria for a mega-round has changed.

Scale