Blulogix

JANUARY 28, 2024

Step 6: Training and Onboarding Train your staff on how to use the subscription billing software effectively. Step 8: Data Security and Compliance Ensure that your subscription billing software complies with data security and regulatory requirements, especially if you handle sensitive customer information.

Payment Solutions 52

Payment Solutions Payment Features Payment Services Subscription 52

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 83

Outsourcing Services Onboarding Customer Support Customer Lifetime Value 83

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 87

Systems Review Management SaaS Education 87

Blulogix

JANUARY 18, 2024

They are not just vital for keeping existing customers onboard but also present opportunities to enhance revenue and customer satisfaction. Compliance: Ensure that your business complies with revenue recognition standards and accounting regulations.

Subscription 52

Subscription Payment Features Scale compliance 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 277

CTO Hire Sales Hiring New CTO CTO 277

SaaSOptics

MARCH 10, 2022

Is your company taking advantage of CFO tools like automated invoicing, database management, and automatic tax-compliance updates? This CRM tool keeps track of meetings, follow-ups, leads, communications (past, future, or present) so that you can tend to customer relationships in the most effective way possible. If not, read on.

Payment Services 87

Payment Services SaaS Payments Payments Payment Solutions 87

Stax

FEBRUARY 28, 2024

For best practices, integrate it with your other systems, offer flexible plans for optimized cash flow, and ensure data security compliance to industry standards. Customizable onboarding When offering payment processing services, you want to make it easy as possible for your customers to begin accepting payments. Want to learn more?

Payments 88

Payments SaaS Payments Payment Services Merchant Services 88

User Pilot

NOVEMBER 30, 2023

Legal and economic changes result in market shifts, so follow them closely so as not to miss the opportunities that they present. They could also result from inadequate user onboarding leading to low feature discovery and adoption, ineffective marketing strategy , and poor user experience. Book the demo! What are market gaps?

Underperforming Technical Team 91

Underperforming Technical Team Marketing Market Research Outsourced Development 91

Frontegg

DECEMBER 2, 2021

Or what happens if the dynamics of the customer’s organization are different so suddenly there are more people involved in the purchase process – the security team, the product team, the compliance team, the finance – all with varying product demands? Hint: We’re the Freedom to explore your go-to-market.

Underperforming Technical Team 93

Underperforming Technical Team Sales Hiring DevOps as a Service Scale 93

ProfitWell

SEPTEMBER 14, 2020

Whether it's onboarding a new employee, promoting an existing one to a new responsibility, or removing one who has left the company, changes in who is allowed to access software are a routine part of business. We've selected five of our favorites and presented them in no particular order. Blissfully. BetterCloud.

Software 82

Software Management Payment Features SaaS 82

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. But that’s not all — some of Otter’s more sophisticated features include things such as Automated Meeting Summaries with links to the meeting notes and presentation slides used during the meeting.

AI 93

AI Customer Success ChatGPT Management 93

InsightSquared

FEBRUARY 26, 2020

With 90% of data not in CRMs, what are some ways to drive your sales professionals to enter their data and have better CRM compliance? Instead of presenting CRM compliance as a mandate, it’s important to show both reps and managers how it can help them close more deals. Instead try terms like ASAP, Next, Soon and Future. .

Scale 71

Scale compliance Sales Enablement Forecasting 71

BetterCloud

JULY 10, 2020

The wizard experience presents questions to prompt you to select the right triggers for your environment. There are many more steps than people often realize— steps that are critical for data security, compliance efforts, and business continuity. Onboarding. Offboarding is more than just revoking access.

Onboarding 52

Onboarding compliance SaaS Retention 52

FastSpring

DECEMBER 12, 2022

Payment processors verify that all necessary information is present and in the correct format and then carry it to the issuing bank or credit card network for final authorization. Pausing their service makes it easier for them to start up the service again without going through the entire onboarding process again. B2B quote builder.

Payment Services 131

Payment Services Merchant Services Payment Methods Payment Solutions 131

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. The goal with this ramp-up is to create a sense of belonging for our new hires in all time zones and a group of colleagues that can be their virtual team as they onboard.

Sales Hiring 82

Sales Hiring Sales Recruiting Sales Technical Review 82

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 153

Underperforming Technical Team Sales Hiring compliance SMB 153

User Pilot

FEBRUARY 25, 2024

Looking for an effective new customer onboarding 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 new customer onboarding needs. Let’s get started!

Software Review 52

Software Review Technical Review Onboarding Systems Review 52

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 92

Onboarding Customer Lifetime Value Social Media Education 92

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 Pricing 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 Pricing 52

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

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

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

SaaStr

DECEMBER 23, 2020

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. So that is very directed and that is very intentional that we meet all the security and compliance needs of those large customers, but we don’t build in vertical solutions for specific roles.

VP of Engineering 240

VP of Engineering Software Review Technical Review Underperforming Technical Team 240

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 Onboarding Technical Review Systems Review 52

SmartKarrot

JANUARY 13, 2022

Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption. Be outcome-oriented and metric-driven in your approach to making customers successful.

Customer Success 19

Customer Success Scale Onboarding compliance 19

SmartKarrot

FEBRUARY 9, 2023

Role: Head of Customer Success Location: San Francisco, CA, United States Organization: Ikigai As the Head of Customer Success, you’ll manage the onboarding of new clients and ensure a smooth transition from sales. Present consumer voices internally accurately, raising them as necessary.

Customer Success 19

Customer Success Sales Recruiting Technical Review Outsourced Development 19

OPEXEngine

FEBRUARY 22, 2022

There are many ways to classify SaaS companies, but differentiating companies based upon who their customers are presents the best approach for measuring performance and driving success for SaaS businesses. The Inside Sales team may also conduct webinars as a cost-effective way to educate and convert potential users.

SaaS Payments 52

SaaS Payments Payment Services Payment Methods Marketplace as a Service 52

SmartKarrot

OCTOBER 13, 2022

Role: Director, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Bakkt As a Director of Customer Success, you will collaborate with Product, Marketing, and Legal and Compliance to develop materials and resources to set new customers up for success and drive adoption and engagement in product.

Customer Success 19

Customer Success Development Team Review Technical Review Systems Review 19

User Pilot

FEBRUARY 26, 2024

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

Onboarding 52

Onboarding Software Review Pricing Systems Review 52

SmartKarrot

APRIL 28, 2022

Apply here: [link] Role: Customer Success Manager Location: Remote, United States Organization: Secureframe As a Customer Success Manager, you will know the product inside and out so you can manage customer activities including onboarding, training, general support, and growth. Providing on-demand technical / customer support when needed.

Customer Success 19

Customer Success Technical Review Outsourced Development Software Review 19

BetterCloud

AUGUST 7, 2019

Principal Analyst for 451 Research Garrett Bekker and BetterCloud’s Chief Product Officer Jim Brennan discussed the unique security challenges that cloud adoption presents, the pros and cons of cloud access security brokers (CASBs), and SaaS Operations Management, the emerging category that is filling a gap in cloud security. Cue BetterCloud.

SaaS 40

SaaS Cloud compliance Onboarding 40

SmartKarrot

MAY 8, 2023

For instance, it makes it harder for HR teams to communicate with remote workers, manage HR processes, and ensure compliance with relevant laws and regulations. All these situations present one of the biggest challenges of remote work, communication. This poses specific problems which need to be addressed and dealt with, appropriately.

ChatGPT 10

ChatGPT AI Technical Review Systems Review 10

User Pilot

APRIL 30, 2024

Appcues enhances user onboarding, adoption , and retention with targeted walkthroughs, in-app messaging, and feature adoption tools. Financial management software : This software is crucial for tracking financial activities, managing budgets, and ensuring financial compliance and reporting. Display in-app notifications with Userpilot.

SaaS Payments 84

SaaS Payments Payment Services Payment Methods Payment Solutions 84

SmartKarrot

OCTOBER 23, 2020

Apply here: [link] Role: Customer Success Director Location: London, England Metropolitan Area, UK Organization: Thunes As a Customer Success Director, you will set the overall strategic plan and framework for the onboarding of customers, streamlining the process to drive customer onboarding outcomes.

Outsourcing Services 10

Outsourcing Services Customer Success Outsourced Development Scale 10

SmartKarrot

SEPTEMBER 26, 2023

A human resources playbook will be very important in onboarding new hires, employee offboarding , and management of the payroll. Compliance: the human resources playbook should be designed in line with the industry standards as well as the local labor regulations and laws.

Payment Services 10

Payment Services Payment Solutions Payments Systems Review 10

Stax

DECEMBER 20, 2023

With Stax, we’re proud to ensure PCI compliance, which means we meet the Payment Card Industry Data Security Standards, created by card associations like Visa, Mastercard, and American Express to ensure sensitive payment data is securely processed , transmitted, and stored.

Payment Services 88

Payment Services Merchant Services Payment Methods Stax 88