Valuize Consulting

DECEMBER 17, 2024

Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency. Traditionally, companies have set CSM ratios based on revenue tiers or account sizes, yet these methods are woefully simplistic when considering the complexity of driving customer adoption, retention and expansion in B2B.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

Stax

JUNE 3, 2025

Scales with your business Whether you’re onboarding your first customer or your thousandth, SaaS platforms can grow with you. Prioritize customer success, not just customer acquisition While getting new users in the door is important, retention is what drives predictable revenue and strong unit economics.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

Payrix

JUNE 10, 2025

Increased customer retention The benefits already mentioned all tie into the opportunity for software companies to increase the retention of their user base. Read now ebook PCI Compliance: Unlock your platform's security potential Protecting cardholder data isn’t just good business - it’s essential.

Merchant Services 100

Merchant Services Payment Services Payments Payment Solutions 100

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

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. Suppose you learn that your new users’ primary job-to-be-done is “quickly onboarding.” But the tool’s complicated features make it harder to learn, resulting in slower onboarding.

SaaS 83

SaaS Social Media Interviewing Scale 83

Subscription Flow

OCTOBER 16, 2024

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. If you sign up with a billing software that cannot auto-generate reports for you, or ensure compliance, you would have to consider migration.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

Subscription Flow

DECEMBER 12, 2024

These are the functions that need to be streamlined for optimum revenue growth: pricing, product launch, marketing, service innovation, customer retention etc. Customer retention is key to unlocking a stable MRR, and ARR. Personalized offers and discounts can then be extended to these customers to get them onboard.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

User Pilot

MAY 27, 2025

For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. Which in-app behaviors correlate with long-term user retention? Because now, you can: Improve onboarding by identifying friction points. Only to lose interest and leave without using any key feature.

Mobile 96

Mobile Retention Payment Features Onboarding 96

Payrix

JUNE 23, 2025

By activating Embedded Payments including contactless transactions, software companies can elevate the value of their platform and strengthen the retention of their user base. Read now ebook PCI Compliance: Unlock your platform's security potential Protecting cardholder data isn’t just good business - it’s essential.

Merchant Services 100

Merchant Services Payment Services Payments Payment Methods 100

Valuize Consulting

JULY 11, 2025

” “CS didn’t onboard them properly!” This brings the “security ambush” challenge from our previous article directly into the data definition phase, ensuring compliance isn’t an afterthought. “Sales oversold them!” ” “Product isn’t listening!”

Data 52

Data Customer Success compliance Churn 52

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 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. G2 reviews 4.5/5

Software Review 66

Software Review SaaS Systems Review Government 66

Valuize Consulting

APRIL 4, 2025

Tracking these patterns can help you: Identify at-risk accounts early Correlate time investment with retention or expansion Intervene before issues escalate Refining Customer Segmentation: Moving Beyond Assumptions to Precision We all know the power of segmentation.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

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. Lets understand the types of friction that hinder user retention: A visual hierarchy of friction points. Are there any known complexities in your onboarding flow or key features?

Onboarding 52

Onboarding Software Review User Experience Churn 52

User Pilot

MARCH 30, 2025

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. Thats why you must focus on designing a smooth onboarding experience inside your app.

Mobile 66

Mobile Acquisition Software Review Social Media 66

How To Buy Saas

FEBRUARY 25, 2025

Quick onboarding and accessible customer support/resources. Heres how Salesforce and HubSpot compare in terms of interface, onboarding, and daily usability: HubSpot: Designed for Simplicity. Setting up the CRM is quick many small businesses self-onboard with minimal IT support. UI (Lightning) is powerful but can feel busy.

Scale 52

Scale Underperforming Technical Team Technical Review Marketplace as a Service 52

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. Whatfix G2 review.

Mobile 93

Mobile Technical Review Software Review Systems Review 93

How To Buy Saas

MAY 29, 2025

Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated. Internally, financial institutions automate compliance checks and reporting using AI to parse regulations and identify anomalies. Retail: AI personalizes shopping and optimizes supply chains.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

User Pilot

NOVEMBER 29, 2024

All of which are essential for improving user satisfaction, building loyalty, and boosting retention rates. This is essential for compliance with privacy and data protection regulations like GDPR or CCPA. Privacy and compliance features for sensitive data protection. Trends and Retention Analysis. Custom dashboards.

Underperforming Technical Team 105

Underperforming Technical Team compliance Software Review AI 105

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? Advanced segmentation with Userpilot. Ready to see it in action? More Intuitive.

Mobile 76

Mobile Software Review Technical Review Pricing 76

Scytale

MAY 29, 2025

In fact, CCPA compliance can be the key to building trust, setting your business apart in a highly competitive US market, and strengthening your security posture. Join us as we explore how you can turn the CCPA from a compliance burden into a real competitive advantage for your company. What is CCPA? Lets start with the essentials.

compliance 52

compliance Scale Systems Review New CTO 52

ChurnZero

MARCH 24, 2025

Whether this discrepancy points to budget cuts or misaligned strategies, its critical for a CS team to have the right technology for managing customers and building revenue through retention and expansion. Missing major customer milestones without clear onboarding, renewal, and status processes.

Technology 52

Technology Customer Success Scale ChatGPT 52

User Pilot

FEBRUARY 12, 2025

To truly understand if your product is indispensable to users, you need to measure product stickiness beyond just numbers, combining customer feedback, behavioral tracking, and retention data. On the other hand, if success depends more on repeat purchases rather than continuous engagement, then customer retention rate may be a better focus.

Customer Lifetime Value 52

Customer Lifetime Value Engagement Retention Social Media 52

Sales Hacker

APRIL 1, 2025

Why retention isn’t just a CS metricand how to build a sales team that cares about it. The revenue leader needs to have an overwhelming amount of focus on retention. Risk and compliance, and being a partner that can meet those needs. How to win in vertical SaaS, from breaking into financial services to owning the category.

Scale 62

Scale VP of Engineering Outsourcing Services Enterprise 62

SaaStr

APRIL 8, 2025

Why Enterprises Are Hesitating Despite the FOMO driving interest, enterprises are gun-shy about major AI investments for several key reasons: Unknown risks around data and compliance Complexity of implementation High costs of data infrastructure Talent gaps in AI/ML What This Means for AI Founders The Infrastructure Trap 2023 was the year of demos.

Scale 199

Scale AI Artificial Intelligence Venture Capital 199

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 66

Mobile Underperforming Technical Team Onboarding AWS 66

Full Session

DECEMBER 23, 2024

In this article, we will help you find the best Mouseflow alternative that can help you dig deeper into user behavior, satisfaction, and retention. We protect your users’ privacy through GDPR, CCPA, and PCI compliance. Yes, Mouseflow is legal when used in compliance with data protection regulations like GDPR and CCPA.

Payment Services 52

Payment Services Payment Solutions Software Review Payments 52

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 52

Customer Success Scale Underperforming Technical Team Innovation 52

Stax

FEBRUARY 19, 2025

An outsourced integrated payments support team could also assist business software users with their unique issues or questions about security and compliance. Outsourcing payment support can save costs, provide 24/7 assistance, and ensure compliance expertise. Plus a stronger cash flow.)

Outsourcing Services 88

Outsourcing Services Payments Payment Services Merchant Services 88

Stax

FEBRUARY 19, 2025

Companies that adopt ISV solutions see higher customer retention and satisfaction due to smoother interactions and more personalized service. Expanding into new markets by leveraging ISV solutions that cater to global compliance requirements and multilingual support. How does an ISV integration work?

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88

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 59

Payment Solutions Payment Services Payments Management 59

User Pilot

JUNE 1, 2025

Are they completing onboarding? Userpilot for product teams seeking a cross-analytics platform Userpilot is an all-in-one platform for product teams that want to improve user engagement, drive adoption, and retention. Compass analysis: Detect first-week user behaviors that predict long-term retention and highlight key Aha moments.

Software Review 71

Software Review Mobile Software Scale 71

User Pilot

MARCH 5, 2025

You can opt out to prevent LogRocket from storing any of your data and instead store it on your own servers, maintaining full control over access, security, and retention policies. Designed for large organizations needing self-hosting, compliance features, and security controls. Compliance with privacy laws. Professional plan.

Technical Review 52

Technical Review Software Review Payment Services Payment Solutions 52

User Pilot

MARCH 21, 2025

An unclear onboarding flow, slow screen transitions, or a buried key feature can mean the difference between retention and churn. These strategies will help reduce churn, improve engagement, and maximize retention. Onboarding Simplicity & Effectiveness Is onboarding concise, engaging, and focused on the core value?

Mobile 59

Mobile Engagement Strategy Underperforming Technical Team 59

User Pilot

MAY 6, 2025

Analytics dashboard : Gives you a centralized view of performance metrics like retention, feature adoption, and account expansion, alongside user behavior and conversion trends. Custom analytics reports : Build funnels, path analyses, and retention breakdowns so you can quickly find actionable insights and optimize user journeys over time.

Mobile 71

Mobile Pricing Software Review Scale 71

User Pilot

JUNE 11, 2025

In our 2024 benchmark, Month-1 retention for healthcare sits at just 34.5% , fully 12.4 There’s huge upside if Medtech teams can close that gap, and this article will show you how Userpilot can help improve activation, deepen engagement, and boost retention. ‹ › Personalized guidance enhances engagement and retention.

User Experience 66

User Experience Healthcare Onboarding Benchmarks 66

SaaStr

JULY 26, 2022

Customers don’t expect as much in terms of security, compliance, etc. Be relentless about building features that increase retention. I don’t see enough SaaS SMB company relentlessly talking about the impact of new features on retention. Get better at onboarding. Customers often can deploy on their own.

SMB 364

SMB Churn Payment Services SaaS 364