User Pilot

MARCH 9, 2025

E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. 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.

SaaS

Valuize Consulting

DECEMBER 17, 2024

This article explores why a lifecycle design-driven approach is more effective, how to define ratios based on required customer engagement activities, and the roles that segmentation and automation play in optimizing these ratios. Adoption Stage/Maturity : Onboarding with initial implementation underway.

Technical Review

User Pilot

NOVEMBER 28, 2024

It’s perfect if you want to go beyond just watching sessions and take action on what you learn (such as finding user frustrations in the onboarding process , triggering in-app messages , etc.). Session replays, advanced filtering, and built-in engagement tools… All starting at a fraction of the cost. Wanna try it out?

Software Review

Payrix

JUNE 10, 2025

With payments now integrated directly within their platform, they can choose how their users will engage with and be supported by the solutions. Read now ebook PCI Compliance: Unlock your platform's security potential Protecting cardholder data isn’t just good business - it’s essential.

Merchant Services

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

Stax

JUNE 3, 2025

Scales with your business Whether you’re onboarding your first customer or your thousandth, SaaS platforms can grow with you. SaaS companies that invest in onboarding, customer education, and proactive support tend to see higher engagement and lower churn. That means less frictionand more momentumas your business evolves.

Payment Services

Chart Mogul

JANUARY 9, 2025

Here, customers usually find your brand through marketing channels and then engage with it through tools like interactive self-guided demos, free trials, or freemium versions of your product. Onboarding Once the contract is signed, its time to get the new customer up and running.

Scale

User Pilot

MAY 27, 2025

I mean what happens after the download: how users navigate, what features they engage with, and where they drop off. For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. With app tracking, you can see that drop-off and know exactly where and why user engagement decreased.

Mobile

Payrix

APRIL 17, 2025

A payment facilitator manages compliance with payment network rules and other financial regulations. This includes verifying the identities of sub-merchants through Know Your Customer (KYC) checks, ensuring PCI compliance for secure handling of payment data , and mitigating risks through fraud or chargebacks.

Payment Services

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

Payrix

FEBRUARY 4, 2025

Card acceptor business code A four-digit numerical representation of the type of business in which the card acceptor (merchant) engages. Merchant category code (MCC) Classification designating the principal trade, profession, or line of business in which a merchant is engaged. Visa, Mastercard, American Express, etc.).

Payment Services

BetterCloud

JUNE 9, 2025

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. Scalability is another major draw, allowing businesses to easily adjust their usage based on their evolving needs.

SaaS

User Pilot

JULY 22, 2025

Maybe a better onboarding with our devs.” For example, several tools that perform product analytics, customer segmentation, in-app messaging, and user onboarding. This allows us to: Deliver truly personalized onboarding experiences that guide users based on their unique needs, speeding up their time to value.

Software Review

User Pilot

MARCH 30, 2025

But with retargeting, you can re-engage those users who have already interacted with your brand but havent taken action yet. Build a solid social media presence A strong social media presence is one of the most effective ways to create awareness, engage with potential users, and establish credibility in your niche.

Mobile

User Pilot

JANUARY 19, 2025

Instead, it is to identify the right and wrong types of friction and remove the bad friction to create a holistic user onboarding journey. Are there any known complexities in your onboarding flow or key features? When they use our funnel analysis feature, they can monitor how their students engage with their product.

Onboarding

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

Valuize Consulting

APRIL 4, 2025

Time data highlights inefficiencies and bottlenecksempowering you to: Automate routine tasks Streamline processes Reallocate time toward strategic, value-driving work Predicting Customer Health and Preventing Churn: Fluctuations in time spent with a customer often signal changes in engagement.

Scaling

User Pilot

MAY 27, 2025

When you think of Whatfix, your mind probably goes to a digital adoption or an employee onboarding platform. But for mobile, youd want to invest in a solution that truly gets the job done, aka one that improves user engagement and retention. reducing compliance risks and support tickets. moment faster.

Mobile

How To Buy Saas

MAY 29, 2025

Sephoras Virtual Artist and Amazons product recommender personalize shopping for each user, boosting engagement and sales. Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated. Executives also leverage generative AI for idea generation and reporting.

Artificial Intelligence

How To Buy Saas

FEBRUARY 25, 2025

Quick onboarding and accessible customer support/resources. For more advanced needs like multi-step nurturing or complex logic, Salesforce often relies on integrating its Marketing Cloud or Pardot (now Marketing Cloud Account Engagement) for marketing automation. UI (Lightning) is powerful but can feel busy.

Scale

SaaStr

OCTOBER 16, 2024

Security and compliance are strong, with Wiz turning down billions from Google. And we talked about security compliance. There is no downturn in security compliance. There is no downturn in security compliance. But Zscaler , CrowdStrike, Rubrik , for all of these folks in security compliance, there is no downturn.

Sales Hiring

User Pilot

NOVEMBER 29, 2024

Monitor engagement with specific features or page elements. This is essential for compliance with privacy and data protection regulations like GDPR or CCPA. Page insights for tracking user engagement In addition to session replays, Fullstory offers Page Insights, which provides an overview of user activity on specific pages.

Underperforming Technical Team

Payrix

APRIL 28, 2025

Software-led payments are a critical element of the user experience that can be curated with a digital-approach to add value, deepen user engagement, and accelerate the growth of platforms. Its the very thing platforms need to get right if they want to be competitive in their market today and in the future.

Merchant Services

BetterCloud

MARCH 24, 2025

Stage 2: Procurement and onboarding Once you’ve chosen a SaaS solution, the focus shifts to securing it and integrating it into your environment. User management: The employee onboarding and offboarding process occurs throughout the year depending on your organizations hiring tendencies.

Management

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. For example, you could create an onboarding checklist to walk users through the key tasks involved in setting up and using your mobile app.

Mobile

User Pilot

FEBRUARY 12, 2025

More product engagement means a stickier product. Think about Duolingos streak feature users log in daily, but are they actually engaged or just avoiding losing their streak? Product stickiness refers to how frequently users engage with a product and how essential it becomes in their daily workflows. Great news, right?

Customer Lifetime Value

How To Buy Saas

JUNE 26, 2025

New hires can be onboarded faster by accessing company policies, procedures, and how-to guides in one place, and existing team members can easily find information to do their jobs more efficiently. A well-designed knowledge base increases user trust and engagement, making them more likely to use it as a self-service resource.

Technical Review

BetterCloud

DECEMBER 9, 2024

How it works After creating a form and corresponding workflow in BetterClouds user automation module, end users can engage directly with the self service agent for specified actions like password resets and software access requests. Office access requests : Employees can request and receive mobile access keys for office entry without delay.

Software Review

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. Monitor mobile metrics effectively with Userpilot.

Mobile

ChurnZero

MARCH 24, 2025

Built to support a linear sales process, a CRM doesnt support a dynamic customer journey in which onboarding, product adoption, and the renewal process fluctuate. Missing major customer milestones without clear onboarding, renewal, and status processes. 4: You’re more reactive than proactive on risks and opportunities.

Technology

User Pilot

NOVEMBER 29, 2024

Scrolls : See how far users scroll, which shows engagement with content. Optimize feature adoption : You can use it to track how users engage with new features and identify parts of the user journey where engagement may decrease. Clicks : Monitor where users click to identify areas of interest or confusion. Book a demo!

User Experience

Sales Hacker

APRIL 1, 2025

We wanna collaborate and like, you know, you’re sitting in your home office or, or remote and it’s just tough to stay, uh, engaged in a, a Hayden Stafford: You get, you have distractions. Risk and compliance, and being a partner that can meet those needs. You know, you, you might, you might be multitasking.

Scale

Full Session

DECEMBER 23, 2024

Look beyond basic stats watch live session recordings and see precisely how people engage with your site from start to finish. We protect your users’ privacy through GDPR, CCPA, and PCI compliance. Product analytics: Track user behavior and engagement across web and mobile apps. Is Mouseflow legal? Why use Mouseflow?

Payment Services

ChurnZero

DECEMBER 19, 2024

2024 Onboarding Hero: Ollie, a Next Glass company Ollie used ChurnZero journeys and plays to enhance their onboarding process for time-pressed customers. The Ollie team reimagined the process, using ChurnZero to structure and systemize their onboarding and keep customers on track. Here’s who they are, and how they did it.

Customer Success

User Pilot

DECEMBER 8, 2024

Data privacy protection : Ensure sensitive user information is masked or omitted to maintain compliance with privacy regulations. If youre a midsize or enterprise business looking to pair insights with user onboarding, you cant go wrong with Userpilot. Data protection : Mask sensitive user information to maintain privacy compliance.

Enterprise

Stax

OCTOBER 14, 2024

Keep an eye out for hidden fees that may not be immediately apparent, like setup fees, monthly maintenance fees, PCI compliance fees, or chargeback fees. The demo and trial stages are valuable opportunities to engage directly with the product and its support team, providing insight into whether the solution aligns with your needs.

Payment Services

How To Buy Saas

JULY 18, 2025

These platforms are evolving into comprehensive command centers for private clinics—integrating scheduling, billing, compliance, analytics, and patient engagement under one intelligent system. Support and Scalability What kind of training and onboarding is offered? That’s where modern practice management tools come in.

Payment Solutions