User Pilot

APRIL 26, 2023

Building awesome user onboarding experiences requires a great deal of effort when starting from scratch. So we’ve collected onboarding UX examples from other companies to inspire you! Here are 17 user onboarding examples to help you create great user onboarding flows. What is onboarding UX?

Onboarding 98

Onboarding Customer Lifetime Value Social Media Education 98

Stax

FEBRUARY 19, 2025

Expanding into new markets by leveraging ISV solutions that cater to global compliance requirements and multilingual support. A prime example is an accounting software company partnering with a tax compliance ISV to offer automated tax calculations, attracting businesses seeking regulatory compliance.

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88

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. However, enforcing these policies is where most struggle.

compliance 52

compliance Government Education Consulting 52

SaaStr

JANUARY 12, 2022

5M in ARR b/c we were too small a co and compliance dept blocked renewal (shoulda raised price I guess…) ” — Jared Hansen, CEO Thrilling Foods. If your team is sending over generic proposals and generic presentations, slow things down and make a change here. “Have better Onboarding.”

CTO Hire 321

CTO Hire Sales Hiring New CTO CTO 321

Stax

MAY 23, 2025

This involves: Merchant onboarding: Collecting business details and verifying accounts so your users can start accepting payments. It can also make it easier to manage compliance, automate reporting, and scale operations. Payment processing: Authorizing and settling transactions in real time.

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

User Pilot

MAY 27, 2025

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. Who is WalkMe Mobile best for? ” WalkMe review collected by Gartner. Ready to see it in action?

Mobile 69

Mobile Software Review Technical Review Pricing 69

Payrix

FEBRUARY 4, 2025

The master merchant establishes a relationship with a payment processor or acquiring bank and is responsible for ensuring compliance with payment regulations, handling transaction processing, and managing risks associated with payments on behalf of the sub-merchants. fraud prevention, and risk management.

Merchant Services 100

Merchant Services Payment Services Payments SaaS Payments 100

Payrix

JULY 17, 2024

Driven by the ever-present urgency to meet market demands, software providers have consistently been in a race to deliver a customer experience that rivals their competition. In recent years, many have discovered the value of Embedded Payments to elevate that experience.

Merchant Services 130

Merchant Services Payment Services Payments Payment Solutions 130

BetterCloud

DECEMBER 2, 2021

With their clever use SaaS automation, they adeptly balance employee experience and compliance. Read on to learn how they automate day one onboarding to keep pace with their blistering hot hiring velocity, how they keep shadow IT to a minimum while maintaining a secure environment, and how BetterCloud helps them do all of this with ease.

compliance 59

compliance Healthcare Headcount Onboarding 59

Neil Patel

OCTOBER 7, 2020

Here’s a deeper explanation of the options you’ll be presented with: Standalone Employee Scheduling Software. These solutions usually have features for HR reporting, benefits tracking, applicant tracking, employee onboarding, training, and more. This is pretty self-explanatory.

Software Review 145

Software Review Software Systems Review Sales Recruiting 145

BetterCloud

MARCH 24, 2025

For IT professionals, this shift presents a unique set of challenges. Stage 2: Procurement and onboarding Once you’ve chosen a SaaS solution, the focus shifts to securing it and integrating it into your environment. This guide is designed to cut through the noise and provide you with actionable strategies to tame the SaaS chaos.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

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.” So for example, they might be planning on giving a presentation to their boss.

Underperforming Technical Team 204

Underperforming Technical Team Sales Hiring SMB Enterprise 204

User Pilot

MARCH 30, 2025

net present value calculator). For instance, a project management app might promote team collaboration features to startups while emphasizing security and compliance to enterprise clients. Onboarding flows such as different welcome screens or sign-up processes. Build indexable free tools that are related to your app (e.g.,

Mobile 62

Mobile Acquisition Software Review Social Media 62

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. Here you present how their approach to work might change by implementing your solution. Onboarding Once the contract is signed, its time to get the new customer up and running.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

BetterCloud

MARCH 27, 2024

This shift begins with the automated onboarding of new employees, giving them the tools they need to be productive on their first day. It extends to streamlined account provisioning, best facilitated by seamless integrations with HR systems , which not only enhances the onboarding experience , but also boosts overall employee productivity.

Technical Review 52

Technical Review Outsourcing Services Onboarding Systems Review 52

Payrix

FEBRUARY 4, 2025

Merchant A commercial entity or person authorized to accept cards and access devices when properly presented; an organization that uses credit cards to receive payments from its customers pursuant to agreement with card brands. They provide the infrastructure necessary for their merchants to accept credit card payments.

Payment Services 100

Payment Services Merchant Services Payment Solutions Payment Methods 100

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. ” Curious about other trends in SaaS onboarding? ” Curious about other trends in SaaS onboarding? Future of product management: AI.

Trends 105

Trends Artificial Intelligence Management AI 105

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? However, you should maintain certain essential measures to ensure security, compliance, and thoughtful user decisions.

Onboarding 52

Onboarding Software Review User Experience Churn 52

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 144

Software Review Software Scale compliance 144

Stax

JULY 1, 2024

Businesses should look for ease of use, cost-effectiveness, scalability, compliance, and integration capabilities in potential payroll systems. Factors to consider when choosing a payroll software include headcount, budget, and tax compliance. But at present, there is no option to just subscribe to the payroll feature.

Payment Solutions 88

Payment Solutions Payment Services Payment Methods Payments 88

Frontegg

JUNE 10, 2021

The Presentation Layer was responsible for communicating with the various Controllers, while the data layer took care of the Model. The Controllers were responsible for the logic part and the View took care of the presentation layer. Passive MVC was better to create separation between business and presentation logic.

DevOps as a Service 98

DevOps as a Service Enterprise Scale SaaS 98

User Pilot

AUGUST 27, 2024

So if you’re a product manager, why not book a demo to see how you can personalize onboarding without writing code? Try Userpilot and Take Your Onboarding Experience to the Next Level Get a Demo 14 Day Trial No Credit Card Required 1. Use personalized onboarding flows that adapt based on user behavior and preferences.

Trends 103

Trends Technical Review Software Review Social Media 103

Unbounce

MAY 13, 2021

When you see a value prop out in the wild, it might be presented as a single statement, or it could be carefully sprinkled throughout a larger piece of copy. They solve customers’ problems with simplified compliance and onboarding. What Is a Value Proposition? In a market filled with established competitors—‘sup, Paypal?—Deel

Payment Methods 143

Payment Methods Payment Solutions Payment Services SaaS Payments 143

User Pilot

JULY 2, 2024

Reports and dashboards : Presents data in a digestible format, providing real-time insights and key performance indicators to help teams monitor progress and make informed decisions. Security and data governance : Protects data integrity, confidentiality, and compliance, maintaining user trust and preventing data loss or unauthorized access.

Data 105

Data Technical Review Software Review Government 105

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. Assessment tasks related to their roles, like using reporting and visualization tools to interpret and present data.

Data 98

Data Technical Review Government Data Analysis 98

User Pilot

OCTOBER 26, 2023

Personalized onboarding allows users to learn how to use the product and reduce time to value. Aspiring PLG companies have to resort to sales tactics like product demos and presentations to acquire customers. Start onboarding with a welcome survey and use the responses to tailor the onboarding journey for different user personas.

Outsourcing Services 103

Outsourcing Services Onboarding Customer Support Customer Lifetime Value 103

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

User Pilot

JUNE 19, 2023

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. To see how Userpilot can help you onboard and educate your customers, book the demo! What are these features?

Systems Review 98

Systems Review Management SaaS Education 98

User Pilot

FEBRUARY 26, 2024

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

Onboarding 52

Onboarding Software Review Systems Review Pricing 52

Subscription Flow

FEBRUARY 27, 2024

Moreover, developing a profitable pricing strategy requires consistent model testing and compliance with international tax laws. Streamlined Automation: Several operational tasks, including user onboarding, usage tracking, bills generation, and payment processing, are automated by a strong subscription billing platform.

SaaS Payments 105

SaaS Payments Payment Services Payments Payment Solutions 105

User Pilot

JANUARY 20, 2024

Looking for an effective new customer onboarding tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your new customer onboarding needs. Let’s get started! Ready to see Userpilot in action?

Software Review 52

Software Review Onboarding Technical Review Systems Review 52

User Pilot

JANUARY 20, 2024

Looking for an effective new customer onboarding tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your new customer onboarding needs. Let’s get started! Ready to see Userpilot in action?

Software Review 52

Software Review Onboarding Technical Review Systems Review 52

User Pilot

MARCH 29, 2023

If you’re after the answer to this question, here’s our in-depth comparison of 4 different user onboarding platforms : Userpilot Appcues UserGuiding Chameleon Let’s check out which of them offers the best features for your use case and the most competitive pricing plans! Userflow NPS dashboard.

Software Review 98

Software Review Underperforming Technical Team Technical Review Onboarding 98

Intercom, Inc.

MAY 24, 2018

One of our first products was a Watchlist API, which is for OFAC compliance. Enrichment is present across almost everything that we do: our support team uses enrichment in their support tools, our sales team uses it in their sales tools, and the marketing team uses it for communication personalization. Matt: We use Clearbit heavily.

Data 182

Data Scale Underperforming Technical Team Sales Hiring 182

User Pilot

MARCH 14, 2023

It allows you to collect user feedback , design and run in-app onboarding experiences , and track their performance. It supports user analytics , enables you to collect user feedback, and allows you to design user onboarding experiences. 1 Launcher for in-app self-support and onboarding. Are you ready to dive in?

Pricing 98

Pricing Software Review Onboarding Enterprise 98

User Pilot

FEBRUARY 25, 2024

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

Software Review 52

Software Review Technical Review Onboarding Systems Review 52

User Pilot

JANUARY 20, 2024

Looking for an effective new customer onboarding 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 new customer onboarding needs. Ready to see Userpilot in action?

Software Review 52

Software Review Onboarding Technical Review Systems Review 52