Stax

MAY 23, 2025

In this blog, well walk you through what ISV payment integration is, why it matters, and how to do it rightso you can turn your platform into a powerful growth engine for both you and your customers. It can also make it easier to manage compliance, automate reporting, and scale operations. Learn more.

Payments

How To Buy Saas

JUNE 10, 2025

Meanwhile, AI chatbots like Microsoft Copilot, Tidio, and the new Grok automate customer support and productivity. In 2025, Content AI tools can write articles, blogs, or code; Video AI tools can auto-generate video clips and edit footage; and Chatbot AI tools provide conversational interfaces for customer support.

AI Search

How To Buy Saas

JUNE 26, 2025

It’s essentially a one-stop platform for creating various types of knowledge bases, aimed at both reducing customer support tickets and improving internal knowledge sharing. Integrations and Extensibility No software is an island, especially in customer support and knowledge management.

Technical Review

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

User Pilot

NOVEMBER 29, 2024

Support troubleshooting : Customer support teams can use session replays to better understand customer complaints or reported bugs. Frustration indicators and trends Pendo detects frustration indicators like rage clicks, which point to potential UX issues. Pendo session replay playback controls. What are they?

User Experience

User Pilot

APRIL 2, 2025

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. Userpilots real-time analytics let you track behavior, feature usage, and engagement trends across web and mobile in one place.

Mobile

Stax

FEBRUARY 19, 2025

One core area of focus is customer support, which adds immense value to every business when done correctly. When adding payment features for software users, the importance of including customer support for payment processing is no different. The Pros of Outsourcing Payments Support 1. Plus a stronger cash flow.)

Outsourcing Services

Stax

JULY 7, 2025

TL;DR Surcharging is a method for businesses to offset credit card processing costs by passing them on to customers. When implementing a surcharging program, businesses follow local regulations, ensure legal compliance, determine surcharge percentages and communicate transparently.

Payment Services

How To Buy Saas

JULY 2, 2025

Checklist and Compliance Tracking: Transaction management systems often provide checklists for each deal (offer submitted, inspection scheduled, appraisal completed, etc.). They send reminders for critical deadlines, helping ensure no step is missed and that you remain in compliance with legal requirements.

Payment Solutions

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

Stax

MARCH 4, 2025

Customer support – Payment gateways dont always run smoothly. You want a provider that offers prompt support in case of disruptions. Also, evaluate the quality of customer service you receive. Check whether the customer support team is available at all times on multiple channels, such as phone, email, and live chat.

Payment Methods

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. They lacked important capabilities like inventory management, customer data tracking, and multi-channel payments.

Payment Methods

Stax

JUNE 17, 2025

Becoming a registered ISO requires sponsorship from a bank and registration with card networks, plus meeting rigorous compliance, financial, and operational standards. When choosing an ISO, look beyond pricing—evaluate their technology stack, customer support, contract terms, industry expertise, and reputation.

Merchant Services

Stax

MAY 6, 2025

Setup fees Admin fees PCI compliance fees Interchange fees It is also prudent to remember that while not all merchant account providers charge you the same amount, most of them charge you for each transaction they process. They could include setup fees, admin fees, PCI compliance fees, and interchange fees.

Accept Credit Card Payments

Stax

MARCH 11, 2025

Customer support Things wont always go smoothly, and when you hit a snag youll want a provider you can reach out to immediately to help resolve the issue. You should evaluate the level of customer support options offered by the provider. Prioritize companies offering 24/7 live chat, email, and phone support.

Payment Methods

User Pilot

MAY 6, 2025

Analytics dashboard : Gives you a centralized view of performance metrics like retention, feature adoption, and account expansion, alongside user behavior and conversion trends. Custom analytics reports : Build funnels, path analyses, and retention breakdowns so you can quickly find actionable insights and optimize user journeys over time.

Mobile

TechEmpower SaaS

MARCH 4, 2024

Post-sale, AI analyzes customer data to improve service and loyalty, making it a cornerstone of modern sales methodologies. This AI-centric approach transforms sales into a data-driven field, emphasizing efficiency and personalized customer experiences.

Generative AI

Tom Tunguz

NOVEMBER 8, 2023

At the IMPACT Summit yesterday, I shared our Top 10 Trends for Data in 2024. LLMs are fantastic first-pass filters and phenomenal classifiers that extract insight or build machine learning features from unstructured data like customer support conversations or sales calls. Second, they change the way that we manipulate data.

Artificial Intelligence

User Pilot

APRIL 16, 2025

Here, we look at the best help desk software so you can choose the right fit and continue giving your customers the best experience. Help center software is an umbrella term for tools that help you quickly spot trends in user issues, keep documentation updated, and guide users in real-time. Intercom Best for: Customer communication.

Software

FastSpring

SEPTEMBER 12, 2024

Current market trends in Asia that can affect expansion and the challenges associated with those market trends. In simple terms, we handle everything from payments to fraud management, to custom support and tax compliance, so that sellers can focus on growing their business. Jay Jia (03:29) Exactly, exactly.

Merchant Services

User Pilot

AUGUST 27, 2024

In HubSpot’s consumer behavior trends report, 72% of consumers said they’re more likely to make purchase decisions with a brand they can trust their data with. But when you think about this and all the trends that are happening right now, how can your business catch up? Implement AI chatbots to improve customer support and engagement.

Trends

USIO

JUNE 3, 2024

Compliance and security are paramount in payment processing, as it involves handling sensitive customer data. Usio comes with built-in compliance features, such as PCI-DSS certification, ensuring that all transactions are secure and meet industry standards.

Payments

SaaStr

FEBRUARY 21, 2024

So, if a sales rep is in a sticky situation, they can pull in a compliance expert from the team, and that team is accessible to customers in live chat. The biggest trend hitting this industry is the impact of AI and how it relates to risk. They go through their onboarding programs and know the policies. So, what about training?

AWS

Payrix

MARCH 6, 2024

New trends and themes are constantly emerging, which may have you wondering—what’s in store for Embedded Payments in 2024? Ready to discover emerging trends and the strategic advantages of adding Embedded Payments to your 2024 roadmap? How will security and compliance impact Embedded Payments? standard into effect by 2025.

Payments

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

FastSpring

OCTOBER 13, 2022

In this report, you’ll find: Trends in US software sales by month and quarter How software sales vary across the globe throughout the year A comparison of B2B and B2C sales from quarter to quarter Tips on taking advantage of holidays and other seasonal opportunities around the world. US End-Of-Year Trends For SaaS And Software Purchases.

Payment Methods

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. If you send more than 1 million messages per month, the company provides custom plans.

Scale

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

Stax

MARCH 26, 2024

With seamless online payment processing, streamlined processes, and enhanced operational efficiency, online terminals simplify transactions, bolster security, and provide valuable insights into customer behavior and sales trends. This connection enables the business to accept payments from different financial networks and countries.

Payment Methods

Panintelligence

JULY 23, 2024

In this blog, we explore our forecasts for the Fintech trends that will shape the industry in 2025 and the years to follow. Recognizing these trends enables businesses to adjust and capitalize on new prospects. This trend highlights the growing importance of seamless, integrated payment solutions in the embedded finance landscape.

Payments

Stax

JUNE 18, 2024

Key benefits of subscription management platforms include compliance with accounting standards, accurate revenue recognition, and reliable financial reporting. Features to look for in subscription software include automated billing, CRM integration, subscription analytics tools, scalability, and 24/7 customer support.

Payment Features

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

Stax

DECEMBER 6, 2024

Additionally, the Global Payments Report has been a valuable resource in analyzing market trends and consumer choices, further solidifying Worldpay’s position in the industry. Through this partnership, Stax provides businesses with cutting-edge payment technology , cost-saving solutions, and dedicated customer support.

Merchant Services

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 goes as well for all the inherently unstructured data types.

Data

User Pilot

JULY 21, 2024

Custom events and retroactive auto-capture are available on higher plans. The Starter plan only gets trend reports and access to analytics dashboards. Growth gets custom domain hosting and identity verification. Enterprise offers custom roles and permissions, SAML 2.0 Customer support and service.

Technical Review

ChurnZero

JANUARY 13, 2022

This is in part due to a rise in the standing of the Chief Customer Officer role. Both of these findings indicate growth in Customer Success leaders’ authority, value, and visibility within the larger organization. She understands customer service and puts customers first every single day. Follow Chris on LinkedIn.

VP of Engineering

Stax

APRIL 11, 2024

Look for a PMS that can serve as an all-in-one platform for payment processing, integrates with other technologies, offers appropriate POS equipment, and prioritizes security compliance. Streamline checkout : Move beyond clunky POS systems and give your customers a better experience. Learn More What is a Payment Management System?

Payment Services