SaaStr

JANUARY 24, 2022

With early revenue, you start thinking about churn and scalability of every aspect of the business, including product, infrastructure, customer support, sales and marketing. With a rental engagement, the burden falls on you. Mistake #9: Don’t forget about compliance. Compliance can be complicated.

Finance 332

Finance Outsourcing Services Systems Review Technical Review 332

SaaStr

NOVEMBER 24, 2020

Products include CRMs, customer support, IT management, project management, HR and much more. Join members of their solution engineering team on December 9 at 9 AM PST for a workshop on Stop Losing Customers : 5 Steps to Creating Customers for Life with Freshworks. . Freshworks.

Scale 293

Scale Scaling Outsourced Development compliance 293

User Pilot

MAY 8, 2024

As smartphones increasingly become central to the routine life of the modern person, in-app messaging enables you to engage your audience with just-in-time support. Whatfix – best for creating in-app messages for employee engagement. Create in-app contextual experiences for your customers at different touchpoints.

Engagement 105

Engagement AI Search Software Review AI 105

User Pilot

MARCH 9, 2025

E.g., Test different tooltip designs to find which gets more engagement. This way, when it’s time to define your target audience (Step 3), you’ll have a clearer idea of who to engage with. Send targeted in-app messages with Userpilot , using modals, banners, and tooltips to improve engagement.

SaaS 83

SaaS Social Media Interviewing Scale 83

Subscription Flow

OCTOBER 16, 2024

Operating a business entails a number of processes like managing products and payments, invoices, customer engagement, revenue, unpaid invoices and much more. 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.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

FastSpring

NOVEMBER 9, 2023

Ensure that your website has robust security measures in place to protect customer data. Once a customer enters the checkout, FastSpring employs risk management to help safeguard you from fraud. Customer Support readiness : Anticipate a surge in customer inquiries and prepare your support team.

Payment Methods 78

Payment Methods Customer Support Payments SaaS Payments 78

User Pilot

MAY 27, 2025

Youll also see where WalkMe performs best and when another tool might be a better fit for mobile app engagement. WalkMe Mobile is most suited for large enterprises and compliance-heavy industries. Note: Some reviewers also mentioned slow or unhelpful customer support , particularly when dealing with more technical issues.

Mobile 76

Mobile Software Review Technical Review Pricing 76

User Pilot

OCTOBER 20, 2024

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? Trace the customer’s onboarding journey from when they sign up to when they begin engaging with your product.

Onboarding 105

Onboarding Underperforming Technical Team Transportation Scale 105

Payrix

JULY 17, 2024

It offers opportunities to remove any points of friction, maintain brand continuity, and design and deliver an ideal overall user experience at every stage — from onboarding to ongoing customer support.

Merchant Services 130

Merchant Services Payment Services Payments Payment Solutions 130

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

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. Your customers can listen to your message at a convenient time for them. Benefits of Ringless Voicemails.

Scale 143

Scale Automotive compliance Pricing 143

User Pilot

SEPTEMBER 4, 2024

Effective process design leads to higher efficiency, better consistency , improved product quality, better ROI , and enhanced compliance. Key process design principles are flexibility, scalability, cost-effectiveness, user-friendliness, standardization, continuous improvement, and customer-centricity. Customer onboarding procedures.

Business 105

Business Scale Customer Support compliance 105

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 217

Underperforming Technical Team Sales Hiring SMB Enterprise 217

Payrix

FEBRUARY 4, 2025

An integrated software vendor more commonly known as an ISV is a software company that engages in a partnership with a payments provider in order to integrate payment processing capabilities into their platform. Doing so enables their customers to accept and manage payments for their businesses, all from the same platform.

Payments 100

Payments Payment Services Merchant Services Payment Solutions 100

Neil Patel

OCTOBER 2, 2020

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. Customer Support Software. Not every live chat software is built specifically for customer support.

Software Review 145

Software Review Software Scale Systems Review 145

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

How To Buy Saas

MAY 21, 2025

Modern ATS software automates tedious tasks like job posting, resume screening, and interview scheduling, freeing HR teams to focus on engaging with candidates. Cloud ATS solutions typically provide multi-currency and multi-language capabilities , integration with global job boards, and compliance with international regulations (e.g.,

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

User Pilot

JUNE 29, 2024

If you have enough developers, product managers , and financial resources, just build a custom product analytics tool. Customizations needed (more customization needs means you may have to build yourself). Security and compliance (consider building if your company handles sensitive data). Get started now.

Technical Support 105

Technical Support compliance Scale User Experience 105

User Pilot

APRIL 2, 2025

Seeing the full picture clarifies which product updates will impact engagement and revenue the most. Create flexible datasets with custom dashboards and reports If you want to determine whether users adopt specific features, you need the freedom to build reports and analytics dashboards that reflect your goals. Konstantin L.,

Mobile 66

Mobile Underperforming Technical Team Onboarding AWS 66

Payrix

MARCH 6, 2024

Embedded Payments have become a popular feature in the ecosystem of software developers who understand their role in driving better user engagement, value, growth, and competitive advantage. How will security and compliance impact Embedded Payments? But in the rapidly evolving world of digital payments, nothing stays the same for long.

Payments 100

Payments Embedded Payments Merchant Services Payment Solutions 100

How To Buy Saas

MAY 29, 2025

Sephoras Virtual Artist and Amazons product recommender personalize shopping for each user, boosting engagement and sales. A customer support platform might auto-generate ticket replies, or a marketing app might use AI to optimize campaign timing and content. Task Automation: Many SaaS tools add AI-powered automation.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

User Pilot

AUGUST 23, 2024

A step-by-step digital onboarding process in banking : Select customer onboarding software with engagement features, analytics, automation, integrations , and compliance certifications. Welcome new customers and use surveys to gather profiling information to personalize their experience. Let’s explore two main ones.

Banking 105

Banking Onboarding compliance Scale 105

User Pilot

MARCH 21, 2023

TL;DR Mixpanel is a product analytics tool that allows product managers easily analyze how people engage with their digital products. It adds unlimited saved reports and saved cohorts, the modeling layer, and email support. It offers advanced security and compliance features and priority support. Let’s dive in!

Pricing 98

Pricing Software Review compliance Retention 98

How To Buy Saas

MAY 26, 2025

For instance, a customer support bot using RAG can pull answers from your latest help center articles, so it always gives customers accurate info specific to your product. Improved Customer Support & Self-Service: Many SaaS businesses are using RAG to power smarter chatbots, virtual assistants, and knowledge base search.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

Payrix

FEBRUARY 4, 2025

Business development: Partner with like-minded individuals who support your growth 3. Software support: Fine tailored solutions to meet your needs and goals 4. Customer support: Ensure your customers are always prioritized 5. Security, risk, and compliance: Security is crucial dont leave it to chance 7.

Payments 100

Payments Payment Services Merchant Services Payment Methods 100

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

User Pilot

JULY 21, 2024

It’s perfect for small companies and startups who need basic engagement and analytics features. User engagement. Reporting and customization. All plans get engagement reports, weekly digests, and custom branding. Custom CSS is available only to the Growth and above. Customer support and service.

Technical Review 104

Technical Review Pricing Software Review Enterprise 104

User Pilot

MAY 27, 2024

TL;DR Customer loyalty is a measure of how committed customers are to your product or service. Loyalty segmentation is the process of dividing customers into distinct groups based on their loyalty and engagement levels. Tracking and improving customer loyalty helps increase customer retention and revenue growth.

Customer Lifetime Value 105

Customer Lifetime Value Retention Engagement User Experience 105

FastSpring

JANUARY 31, 2023

Most companies using Stripe also need additional staff to manage sales tax (and VAT) and regulatory compliance. We collect and remit sales tax and VAT on your behalf, and take the lead on regulatory compliance and audits. If a payment is over that amount, the customer must approve each transaction manually.

Payment Services 147

Payment Services Payment Methods Merchant Services Software Review 147

User Pilot

DECEMBER 15, 2023

Looking for a good user engagement tool and wondering which one of Pendo, Appcues, and UserGuiding is the best option for your SaaS company? There are plenty of tools for user engagement on review sites, but they don’t make the choice any easier. Get a Userpilot demo for user engagement and drive your product growth code-free.

Engagement 52

Engagement Software Review Underperforming Technical Team Technical Review 52

User Pilot

OCTOBER 26, 2023

Combining self-service support with full-service support allows users to overcome even the most complex issues. Upsell messages are an excellent way to drive product expansion and increase customer lifetime value. Gamification is a PLG strategy that keeps users engaged and increases user retention.

Outsourcing Services 103

Outsourcing Services Onboarding Customer Support Customer Lifetime Value 103

User Pilot

JULY 29, 2024

Customer success software offers several benefits, including: Improve customer satisfaction and loyalty : CSM software collects customer data, which aids in personalizing the customer experience. Reduce churn : CSM software helps businesses keep track of customer health scores and quickly spot customers at risk of churn.

Customer Success 105

Customer Success Software Management SaaS 105

User Pilot

MARCH 11, 2024

Looking for an effective user engagement analysis tool and wondering if Mixpanel is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Mixpanel is the ideal choice for your user engagement analysis needs. Ready to see Userpilot in action? Try Userpilot!

Software Review 52

Software Review Technical Review Engagement Systems Review 52

User Pilot

MARCH 29, 2023

You will get data governance at scale, root cause analysis, and dedicated customer support with the Enterprise plan, which starts at $2,000/month. However, Amplitude is an analytics-only tool without any in-built user engagement feature. Monitor product usage data in real-time and trigger engagement contextually.

Pricing 98

Pricing Software Review Scale Customer Support 98

User Pilot

JANUARY 20, 2024

Looking for an effective user engagement analysis tool and wondering if HelpHero is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether HelpHero is the ideal choice for your user engagement analysis needs. Let’s get started!

Software Review 52

Software Review Technical Review Engagement Systems Review 52

Payrix

APRIL 2, 2024

However, while certain services, like PCI compliance, are universally essential, others may vary in relevance across different verticals. So that’s where marketing led initiatives are going to generally help you get out in front of your customers, create the mindshare, the awareness, so that you can then use a customer success team.

Payments 124

Payments Embedded Payments Merchant Services Payment Services 124

yoursales

JUNE 5, 2023

This data encompasses a broad range of details, including contact information, purchase history, preferences, interactions, and other relevant information that can be used to understand and engage with customers effectively. Data Types Customer data can be classified into two main types: structured and unstructured.

Data 88

Data Sales Forecasting Social Media 88