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. Educate users (and keep educating them!)

compliance 52

compliance Government Education Consulting 52

User Pilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Make the onboarding journey enjoyable by providing clear instructions and guidance.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

SaaStr

FEBRUARY 21, 2024

They go through their onboarding programs and know the policies. 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. They have a quarterly launch rhythm that David Sacks coined, with set times to educate. So, what about training?

AWS 277

AWS Scale Sales Hiring Marketing 277

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. Employee education & training Ignorance isn’t bliss when it comes to SaaS sprawl.

Management 52

Management Software Review SaaS Technical Review 52

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

Payrix

JULY 30, 2024

With an expert-guided implementation, you’re supported by payments experts who begin by understanding your existing payments knowledge and providing the resources and guidance to fill any educational gaps. Given the various complexities around payment security and compliance, there’s a lot to learn.

Merchant Services 147

Merchant Services Payments Payment Solutions Payment Services 147

Neil Patel

JANUARY 7, 2021

What happens when people aren’t engaged in their education? LMS software will not replace the hard work and perseverance that goes into creating lessons and educating people. Educational LMS Software. Educational LMS Software can be broken down into two subtypes. Very little, unfortunately. Corporate LMS Software.

Systems Review 141

Systems Review Management Scale Education 141

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.

Data 118

Data Technical Review CTO Hire Scale 118

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

Subscription Flow

DECEMBER 12, 2024

Personalized offers and discounts can then be extended to these customers to get them onboard. Compliance It is challenging to scale your business, and tap into your desired markets without considering local and international regulations. Navigating the world of compliance can be very demanding.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

User Pilot

JUNE 19, 2023

TL;DR A SaaS learning management system (LMS) is a cloud-based solution for delivering educational experiences. SaaS LMSs like TalentLMS, Skilljar, Docebo, Litmos, iSpring Learn, Paradiso, SkyPrep, or Blackboard allow you to create complex and structured online and blended training courses for staff onboarding and partner training.

Systems Review 98

Systems Review Management SaaS Education 98

Neil Patel

OCTOBER 7, 2020

These solutions usually have features for HR reporting, benefits tracking, applicant tracking, employee onboarding, training, and more. I like ShiftNote because they have industry-specific solutions for categories like restaurants, hotels, retail, manufacturing, healthcare, education, and breweries.

Software Review 145

Software Review Software Systems Review Sales Recruiting 145

Payrix

JULY 24, 2024

What’s particularly appealing is that it protects software companies from the risk, compliance, operational costs, and other complexities associated with payments — all of which are managed by Payrix. We do this to understand how we can best support your team and fill any knowledge gaps with the appropriate educational resources.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

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

How To Buy Saas

MAY 29, 2025

It also points out educational resources such as an AI for leaders program or an AI for business leaders course to help strategic teams get started. Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated. Ensure any AI project maps to a measurable outcome.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

User Pilot

MAY 21, 2023

Create a resource center with different educational resources based on the user’s jobs to be done. Offer proactive customer support by educating users on new features that are relevant to them. Examples of in-app guidance can include tooltips , onboarding checklists , and knowledge bases. Miro’s new feature announcement.

Education 98

Education Customer Support Social Media Onboarding 98

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

User Pilot

JULY 14, 2024

To increase user activation rates at your SaaS, identify your customer needs and create personalized onboarding experiences that lead users to value as quickly as possible. Ensuring compliance often requires more complex implementation and onboarding , resulting in lower activation. Want to learn how to do it with Userpilot?

Benchmarks 105

Benchmarks Scale Onboarding Metrics 105

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

User Pilot

MAY 27, 2024

Using this information, you can then personalize onboarding and improve your marketing materials for that behavioral segment. Then leverage this survey data to personalize onboarding for each customer’s specific use case. Personalize onboarding with Userpilot. These include: Demographics – age, education, income.

Customer Lifetime Value 105

Customer Lifetime Value Retention User Experience Engagement 105

SaaStr

OCTOBER 15, 2019

So we sell to the environmental department and usually the buyer that we’re talking to might have a title of director of environmental compliance. They know environmental compliance better than anyone we’ve ever heard.” What it does is it recognizes industry leaders, and what we use that information for is education.

Underperforming Technical Team 206

Underperforming Technical Team Sales Hiring SMB compliance 206

Stax

MARCH 18, 2025

Your CAC is how much you spend on acquiring and onboarding a customer, and can include marketing, communications, sales, and other expenses. Optimize your software onboarding process User experience is everything. If not, can you educate them using in-app messaging or retargeting? Customer acquisition cost.

Scale 117

Scale Payment Services Payments SaaS Payments 117

User Pilot

DECEMBER 15, 2023

Looking for a good onboarding automation tool and wondering which one of Pendo, Appcues, and Stonly is the best option for your SaaS company? There are plenty of tools for onboarding automation on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in!

Onboarding 52

Onboarding Software Review Technical Review Mobile 52

User Pilot

DECEMBER 12, 2023

Looking for a good new customer onboarding tool and wondering which one of Pendo, Appcues, and Stonly is the best option for your SaaS company? There are plenty of tools for new customer onboarding on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in!

Onboarding 52

Onboarding Software Review Technical Review Mobile 52

User Pilot

DECEMBER 15, 2023

Looking for a good onboarding checklists tool and wondering which one of Pendo, Appcues, and UserGuiding is the best option for your SaaS company? There are plenty of tools for onboarding checklists on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in! ’ moment faster.

Onboarding 52

Onboarding Software Review Technical Review Underperforming Technical Team 52

User Pilot

DECEMBER 10, 2023

Looking for a good onboarding automation tool and wondering which one of Pendo, Appcues, and Product Fruits is the best option for your SaaS company? There are plenty of tools for onboarding automation on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in!

Onboarding 52

Onboarding Software Review Technical Review Mobile 52

User Pilot

OCTOBER 30, 2023

Looking for a good onboarding automation tool and wondering which one of UserGuiding, Userflow, and Stonly is the best option for your SaaS company? There are plenty of tools for onboarding automation on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in!

Onboarding 52

Onboarding Software Review Technical Review Underperforming Technical Team 52

User Pilot

DECEMBER 12, 2023

Looking for a good new customer onboarding tool and wondering which one of Pendo, Appcues, and Product Fruits is the best option for your SaaS company? There are plenty of tools for new customer onboarding on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in!

Onboarding 52

Onboarding Software Review Technical Review Mobile 52

User Pilot

SEPTEMBER 22, 2023

Looking for an effective onboarding automation tool and wondering if Chameleon is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Chameleon is the ideal choice for your onboarding automation needs. Looking for A Better Alternative for onboarding automation?

Software Review 52

Software Review Onboarding Technical Review Systems Review 52

User Pilot

OCTOBER 30, 2023

Looking for a good new customer onboarding tool and wondering which one of UserGuiding, Userflow, and Stonly is the best option for your SaaS company? There are plenty of tools for new customer onboarding on review sites, but they don’t make the choice any easier. Let’s compare them! Let’s dive in!

Onboarding 52

Onboarding Software Review Technical Review Underperforming Technical Team 52

User Pilot

APRIL 30, 2024

Like any onboarding tool, it sets the tone for user engagement , adoption, and overall productivity. You can use this tool to onboard new Salesforce users, communicate new feature updates , and enhance user adoption. Create interactive onboarding experiences with Userpilot. But this tool isn’t without its drawbacks.

Software Review 102

Software Review Systems Review Technical Review Onboarding 102

ProfitWell

DECEMBER 19, 2019

Maintaining compliance is a shared priority for both you as the customer and your provider. SaaS security needs to focus on this layer whenever you’re working with other companies to maintain compliance across the board. Educate your customers. Educate your customers.

SaaS Payments 74

SaaS Payments Payment Services Technical Review Payment Methods 74

Payrix

FEBRUARY 4, 2025

Master merchant Payment facilitator that becomes the merchant of record on behalf of a network of smaller merchants (sub-merchants) or billing companies that regularly collect payments; key markets for master merchant networks include government, education, utilities, and nonprofit organizations.

Payment Services 100

Payment Services Merchant Services Payment Solutions Payment Methods 100

User Pilot

OCTOBER 6, 2023

Educating people on what’s happening in the industry. For instance, you could send an email sequence explaining how a business can save thousands of dollars in taxes using your automated tax compliance software. You can do this with a personalized onboarding process , in-app guidance , and proactive support.

B2B 105

B2B Development Team Review Software Review Marketing 105

User Pilot

JUNE 12, 2023

You can also use onboarding checklists to direct user actions. Value-driven Content: Provide valuable educational content throughout the conversion path to build trust and establish your authority. This is necessary even if you need that step for legal compliance or identity verification purposes. upon signup.

Onboarding 98

Onboarding Pricing Churn Banking 98

Andreessen Horowitz

APRIL 29, 2024

Credit Agreement and Funding Mechanics The credit agreement, that lengthy document dedicated to formalizing your credit arrangement with the lender, outlines many of the key terms and ratios necessary for compliance. It ensures the consistency of large document volumes and legal compliance with local jurisdictions for asset movements.

Payment Services 93

Payment Services Payment Solutions Development Team Review Outsourcing Services 93

ChurnZero

JANUARY 13, 2022

In his new role, Bill will be responsible for ensuring success throughout the customer entire lifecycle, from initial onboarding onward. “Not only have we accomplished major milestones in terms of organic growth, but our acquisitions have made us a force within the compliance industry. . Follow Amir on LinkedIn.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98