ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. Whether it’s greater efficiency, increased revenue, cost savings, or achieving compliance, every customer has a reason for purchasing your product.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

Neil Patel

SEPTEMBER 15, 2020

From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. It’s common for HCM tools to have features for onboarding, performance management, salary planning, training, succession planning, benefits administration, and more. Payroll Software.

Software Review 131

Software Review Software Systems Review compliance 131

Neil Patel

SEPTEMBER 27, 2020

This can include candidate sourcing, applicant tracking, employee onboarding, recruiting analytics, and workforce planning. Interviews, document signing and management, note-taking, scheduling, and integration are some common differentiation points. You can use Bullhorn to fill jobs and automate the onboarding process.

Software Review 144

Software Review Software Interviewing Scale 144

User Pilot

OCTOBER 20, 2023

Delivering an outstanding product experience , particularly through concise, visually attractive, and personalized onboarding , is becoming increasingly important for product success. Apart from customer interviews and in-app surveys , they will have to rely even more heavily on user behavior analytics to identify customer needs accurately.

Trends 105

Trends Artificial Intelligence Management AI 105

User Pilot

SEPTEMBER 2, 2024

The onboarding checklist completion rate was one of the highest (20.5%). Onboarding checklist completion rate. The compliance rules, for example, regarding patient data security, add friction to the user journey, which has an impact on their activation. The key to onboarding success is making the experience relevant.

Healthcare 105

Healthcare Benchmarks Metrics Onboarding 105

Chart Mogul

JANUARY 9, 2025

Larger ticket values may require navigating complex procurement processes to include security and compliance checks, therefore prolonging the SaaS sales cycle. Onboarding Once the contract is signed, its time to get the new customer up and running. Managing the customer onboarding process within ChartMogul CRM.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

Neil Patel

SEPTEMBER 11, 2020

Gusto makes onboarding, paying, insuring, and supporting employees as easy as possible. Their lower-tiered plans include basic payroll features like automatic tax calculations, employee self-service tools, a mobile app, PTO management, and complete compliance support. And they don’t call themselves a “people platform” for no reason.

Payment Services 145

Payment Services SaaS Payments Outsourcing Services Payment Solutions 145

User Pilot

NOVEMBER 30, 2023

You can collect feedback from your customer base via in-app surveys, feedback widgets, interviews, and by monitoring social media mentions and reviews. They could also result from inadequate user onboarding leading to low feature discovery and adoption, ineffective marketing strategy , and poor user experience.

Underperforming Technical Team 105

Underperforming Technical Team Marketing Market Research Outsourced Development 105

Intercom, Inc.

MAY 24, 2018

This is part of an ongoing series of interviews about unlocking the potential of growth. One of our first products was a Watchlist API, which is for OFAC compliance. Once the close happens, there’s a half handoff and customer success essentially takes over on implementation and onboarding.

Data 182

Data Scale Underperforming Technical Team Sales Hiring 182

Sales Hacker

JANUARY 8, 2021

Most reps will need local language, data centers, and compliance , but it’s unlikely you’ll enter the market with all of these figured out. Use competency-based interview questions to look for independence, leadership potential, self-discipline, and resourcefulness. These are big investments that take time.

Sales Hiring 107

Sales Hiring Sales Recruiting Sales Technical Review 107

User Pilot

MARCH 21, 2023

Common usage metrics include: Product onboarding engagement rate Activation rate Product adoption Time to value Number of key user actions per session Customer Engagement Score (CES) Feature usage Product stickiness These are the kinds of data that product managers need to improve their products and add value.

Management 98

Management Technical Review Outsourced Development Mobile 98

User Pilot

AUGUST 16, 2023

Establish access controls to ensure compliance with external regulations. To ensure that staff knows how to use the tools and are familiar with the guidelines, develop onboarding , training, and mentoring programs. Next, they would follow up with session recordings, heatmap analysis , and user interviews to identify reasons.

Data 98

Data Technical Review Government Data Analysis 98

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. Customize onboarding with Userpilot.

Customer Lifetime Value 105

Customer Lifetime Value Retention Engagement User Experience 105

User Pilot

MAY 16, 2023

User surveys and interviews are the most direct ways of finding out what users value most about the product. Conduct surveys/interviews to determine where customers perceive value User interviews and surveys are the most direct way to identify your value metrics. You can filter the results by segments for a granular view.

Metrics 98

Metrics Customer Lifetime Value SaaS Pricing 98

User Pilot

SEPTEMBER 2, 2022

Once the redesigned product is out, user onboarding is necessary to help users navigate their way around. User onboarding helps users shorten the time to value. Userpilot can help your team collect feedback, track product usage, carry out product experiments and design fully customized contextual onboarding flows.

User Experience 98

User Experience SaaS Onboarding Social Media 98

User Pilot

AUGUST 15, 2023

For example, if your onboarding checklist consists of 4 steps, like 1) Sign up, 2) Upload your birth certificate, 3) Invite teammates, and 4) Send the first message, and lots of potential customers drop off at step 2, that’s where you should look for friction. Funnel analysis in Userpilot.

SaaS 98

SaaS Data Analysis Artificial Intelligence Government 98

SaaStr

JULY 2, 2019

Dannie : They call them, they engage with them, and then they end up having a user interview where they figure out what hurts, what drove them to Slack, what feels good about using Slack, and what could we do to help them as they think about collaborating even more smoothly across their whole org. Kevin : Wrapping up.

Enterprise 159

Enterprise Scale Sales Hiring SMB 159

User Pilot

OCTOBER 6, 2023

Build a comprehensive user persona by collecting data through methods such as surveys, interviews, and analytics to gather valuable customer data. 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.

B2B 105

B2B Development Team Review Software Review Marketing 105

BetterCloud

JULY 6, 2020

As part of the study, Forrester interviewed four customers that have been using BetterCloud for at least a year. Employee onboarding tasks reduced from 6 hours to less than 1 hour. Employee onboarding tasks reduced from 6 hours to less than 1 hour. One customer said, “Onboarding and offboarding used to be a nightmare.

Consulting 52

Consulting Technical Review Software Review Cybersecurity 52

Andreessen Horowitz

APRIL 29, 2024

For this article, we interviewed multiple lenders to glean their guidance and insights. 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.

Payment Services 93

Payment Services Payment Solutions Outsourcing Services Development Team Review 93

User Pilot

AUGUST 27, 2024

Comprehensive data security : Enterprise-grade data protection and compliance. 1-on-1 interviews : Hotjar allows you to perform market research by interviewing participants from any part of the world. Pricing Glassbox offers custom pricing tailored to enterprise needs, generally on the higher end of the pricing spectrum.

AI 105

AI Enterprise Pricing Engagement 105

OpenView Labs

MAY 20, 2021

I’ll often start interviews with a simple “What’s your why?”, And once developed, it should occupy, along with Values, a marked amount of time in onboarding/re-boarding processes. Our firm only had about 200 colleagues onboard, and it was February. They knew the downstream effects. Even kids and pets. The power of differences.

Scale 98

Scale Underperforming Technical Team Headcount Software Review 98

User Pilot

JUNE 16, 2024

80% of companies with 50%+ activation rates used videos, GIFs, or animations in their onboarding flow to help users quickly understand the product value and functionality. Onboarding Checklist Completion Rate. Such content also caters to different learning styles and makes onboarding more inclusive. Time to Value (TTV).

Benchmarks 81

Benchmarks Metrics Sales Recruiting Acquisition 81

Mucker Capital

OCTOBER 22, 2018

Whether it’s cyberattacks that can take a network down, or compliance regulations where if you’re not in compliance you can get fined millions of dollars, or SOX (Sarbanes-Oxley Act), which if you’re not in compliance with you could have risks to your financials. Lee: One of our taglines is “built by auditors for auditors.”

Payment Services 40

Payment Services VP of Engineering Interviewing Payment Solutions 40

Intercom, Inc.

JULY 12, 2018

Obviously, with Facebook, Sheryl Sandberg came in as COO, and that shifted the whole conversation around founders continuing to run the companies and COOs coming onboard. Adam: What’s an example where an interview subject challenged your point of view that really sticks out? First is in the onboarding.

Sales Hiring 120

Sales Hiring Scale Sales Recruiting Technical Advisors 120

OpenView Labs

AUGUST 27, 2020

Any true self-serve motion where you spin up an account, load your data and then swipe a credit card goes against the grain for any end user who is trained in proper risk management and compliance (AKA: any security buyer). I also interviewed GreyNoise founder Andrew Morris for this piece and was impressed with how he thinks about the space.

Underperforming Technical Team 98

Underperforming Technical Team Scale Cybersecurity Social Media 98

BetterCloud

OCTOBER 8, 2024

Every year we interview IT professionals to gain insight into the issues y’all face. Best practice 1: Automate onboarding What is user onboarding? In the context of SaaSOps, user onboarding is the creation of a user account in a SaaS app, also called provisioning. Where are we with SaaS Management in 2024/2025?

Management 52

Management SaaS compliance Scale 52

User Pilot

APRIL 6, 2023

For example, an AI-powered chatbot can help your customers find answers to their questions or concerns during the onboarding process. For example, you can use ChatGPT to create templates and outlines for customer interviews or quarterly business reviews. It can be particularly useful if you’re new to customer success.

Customer Success 98

Customer Success AI ChatGPT Management 98

User Pilot

MAY 27, 2025

These tools help in creating personalized user experiences, optimizing onboarding flows, and ensuring long-term customer retention. Here’s a look at some of the best: Userpilot : Product growth platform with analytics, feedback, and onboarding. Funnels Visualize drop-offs across multi-step user flows like sign-up or onboarding.

Management 52

Management Software Review AI Search Interviewing 52

BetterCloud

NOVEMBER 4, 2021

This year’s awards recognize victories in app discovery , digital workplace security , Day 1 onboarding , zero-touch offboarding , and automation. From there, the next step was the interview, during which the nominees shared their unique IT challenges, approaches, and accomplishments. Ben Silber, the 2021 Security Specialist.

Headcount 52

Headcount Innovation compliance Interviewing 52

OpenView Labs

JULY 13, 2020

Usual suspects are things like SalesOps, HR, recruiting, legal, FP&A, security/compliance. How you onboard and educate yourself will play a critical role in the respect you earn. People should see their job in a hiring process to raise the bar, not to conduct an interview and provide feedback. internationalization, mobile).

Leadership 69

Leadership Interviewing Education compliance 69

User Pilot

MAY 26, 2024

Moreover, measuring psychographic data can be achieved by monitoring user activity within the app in conjunction with conducting in-app surveys and structured interviews, thereby facilitating real-time insights into user behavior and preferences. That, indeed, is a bounty of customer insights!

Data 52

Data Social Media Scale Interviewing 52

SaaStr

MARCH 26, 2019

Then they had to integrate with credit card processors, let’s not forget managing PCI compliance, building the auditing and reporting features you need for that, and what about fraud prevention. And that’s new integrations, new payment methods, and new compliance schemes around the world. It’s pretty brutal actually.

Scale 159

Scale Payment Services Payment Methods Scaling 159

User Pilot

AUGUST 17, 2024

Essential tools for product coordinators include Userpilot for user engagement and onboarding, Jira for project management, and Confluence for collaborative product management. It features interviews with product leaders who share their experiences and lessons in creating products users love. Book a demo today!

Scale 52

Scale Leadership Interviewing Trends 52

ChurnZero

DECEMBER 27, 2019

How to Create a Great User Onboarding Experience That Leads to Product Adoption and Customer S uccess . It’s not surprising to see this post top our list since your churn rate is deeply connected to the quality of your customer’s onboarding journey. Top 10 Blog Posts from 2019 . We’re honored to be recognized as : .

Technical Review 64

Technical Review Software Review Churn Customer Success 64

User Pilot

AUGUST 6, 2023

Following up on insightful customer feedback through email or interviews. Data security or compliance risks. A few examples would be to ensure that: In-app onboarding is consistent with onboarding emails. Leveraging multimedia such as micro-videos in your surveys. Get your free Userpilot demo today!

Investment 96

Investment Banking Social Media Customer Lifetime Value 96

User Pilot

NOVEMBER 29, 2023

You can also create onboarding flows , collect user behavior data , and give access to advanced product analytics —everything to nurture product growth. Engage research : This automatically matches interview participants with your research criteria and collects 1-on-1, high-quality feedback.

Strategy 104

Strategy Scale Outsourced Development Market Research 104