SaaStr

NOVEMBER 24, 2020

Check out the low down on our sponsors for SaaStr Scale who are helping to make this event happen. Grab your seat for their 12:30 PM PST workshop on Scaling with Speed: How to Streamline Your Revenue Operations with Conga. Conga eliminates the business bottlenecks through their Digital Document Transformation solutions. Freshworks.

Scale 286

Scale Scaling Outsourced Development compliance 286

User Pilot

OCTOBER 20, 2024

This is every product manager’s nightmare – an onboarding failure that cripples customer retention. In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement. What is customer onboarding? The answer is a lot!

Onboarding 105

Onboarding Underperforming Technical Team Transportation Scale 105

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 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

SaaStr

AUGUST 25, 2022

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. The no-code platform empowers non-technical teams to track and analyze product usage, and publish beautiful in-app onboarding tours, announcements, and surveys, in minutes.

Cybersecurity 264

Cybersecurity Scale compliance Subscription 264

SaaStr

DECEMBER 7, 2020

It is time for SaaStr Scale and some of our sponsors are offering incredible deals and prizes for all Scale Attendees. GuideCX – The client onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent way and accelerates time to value. 1st Prize – Mirror Home Gym.

Scaling 172

Scaling compliance Churn Innovation 172

SaaStr

JULY 26, 2022

Customers don’t expect as much in terms of security, compliance, etc. Now that makes things hard enough as you scale, but even worse, in SaaS, churn is often masked by high growth when you have early product-market fit. Get better at onboarding. A lot of churn lurks in poor onboarding. And measuring it.

SMB 363

SMB Churn Payment Services SaaS 363

Stax

JUNE 3, 2025

Whether you’re building your first product or scaling an established solution, understanding the SaaS platform model is essential for long-term growth. It’s designed to help users solve specific problems, streamline workflows, and scale their operations with ease. You manage the software layer yourself.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

SaaStr

MARCH 19, 2021

We created a product that was simple to use for entrepreneurs who were juggling a thousand different priorities and didn’t have (and didn’t want) an expertise in regulation, compliance or sales tax. Going upmarket has shifted how we do business — from how we approach sales to onboarding and retention.

Scale 278

Scale Business Finance compliance 278

SaaStr

JANUARY 30, 2023

This insight led Deel to focus on solving payments and compliance. Building revenue operations to support sales Deel had onboarded nearly 100 clients, reports showed good traction, and it was time to leverage this opportunity. Manage scaling issues by using data to plan ahead and being team and customer-obsessed.

Sales Hiring 269

Sales Hiring Payment Services SaaS Payments Scale 269

Scytale

JUNE 4, 2025

Combining the premier provider of SOX ITGC automation with the global leader in security compliance automation to create the first complete compliance enterprise suite. Were proud to welcome AudITechs co-founders, Eli Edry and Roni Beeri, to the Scytale team as we integrate their core solutions directly into our Enterprise Suite.

compliance 40

compliance Enterprise Scale Startup 40

SaaStr

AUGUST 9, 2021

He started as the first sales hire at TripActions when the company was small and he helped scale the business to 5,000 customers, 1,200 employees and a $5 billion private valuation. In its early life, the TripActions team assumed they could scale by hiring more sales reps and replicating their process. Sales Enablement. Key Takeaways.

Scale 286

Scale Sales Hiring Enterprise Sales 286

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

User Pilot

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use analytics to identify and improve areas of friction in the onboarding process. Let’s dive right in!

Banking 105

Banking Onboarding compliance Scale 105

User Pilot

NOVEMBER 28, 2024

Here’s the deal: Mixpanel’s pricing scales with the number of events you track. 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.). Looking for an Alternative for Mixpanel Session Replay?

Software Review 105

Software Review Enterprise Pricing compliance 105

Valuize Consulting

APRIL 4, 2025

Consider a company that discovers, through time data, that its high-value enterprise clients in the healthcare sector consistently require longer onboarding due to compliance-related complexities. This level of insight enables personalization at scale, more accurate forecasting, and a more intentional customer experience.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

SaaStr

JULY 1, 2024

Finally, compliance is going to be critical. Don’t let compliance stall deals. #4: As you go into these larger organizations with more complex environments, more onboarding, more users, and more internal change management that you have to help them navigate, consider hiring onboarding specialists. Let me see that report.”

Sales Hiring 293

Sales Hiring Scale SMB compliance 293

User Pilot

MAY 27, 2025

When you think of Whatfix, your mind probably goes to a digital adoption or an employee onboarding platform. Some of its key features include: User onboarding: Whatfix lets you create intuitive onboarding flows that guide new users through key features with step-by-step, in-app instructions, helping them get value from day one.

Mobile 86

Mobile Technical Review Software Review Systems Review 86

SaaStr

JULY 18, 2023

Hypergrowth in today’s highly competitive and budget-constrained SaaS world may be less frequent now, but Vanta, the software tool empowering security companies to achieve compliance and manage risk, has defied the odds. With a multi-billion dollar valuation and a trajectory to double growth annually, Vanta is seizing the spotlight.

Strategy 246

Strategy Scale Sales Hiring Startup 246

Intercom, Inc.

JANUARY 5, 2022

In today’s data-driven SaaS scene, these can affect hundreds of millions of users and cause damage in the billions of dollars, and as compliance frameworks become requirements to do business, businesses are turning to third-party services that can help expedite and facilitate the process. SOC 2 compliance: A Beginner’s Guide.

Scale 212

Scale Software Review compliance Technical Review 212

SaaStr

MARCH 26, 2019

Scaling the company’s employee base, sales teams, marketing, and operations—all while preserving its culture—has required a laser focus on first principles, smart processes, and effective hiring. In this talk, Claire will share these and other lessons for scaling high-growth organizations. Manual processes first. Names stick.

Scale 157

Scale Payment Services Payment Methods Scaling 157

Scytale

MAY 9, 2025

Working with third-party vendors isnt just common – its practically inevitable, especially as your business scales. Even if your own security posture is rock solid, your compliance and GRC efforts can still fall apart if your vendors dont hold up their end of the bargain. Managing internal security is hard enough. Lets dive in!

Systems Review 52

Systems Review compliance Scale Pricing 52

Stax

MARCH 18, 2025

It can be easy to consistently double revenue if you’re an early-stage company, but as you scale up, sustaining that becomes more difficult. Your CAC is how much you spend on acquiring and onboarding a customer, and can include marketing, communications, sales, and other expenses. Customer acquisition cost.

Scale 117

Scale Payment Services Payments SaaS Payments 117

Stax

MAY 13, 2025

Pros: Transparent pricingyou see exactly what youre paying Often lower overall cost for businesses with steady volume Scales well with growth Cons: Can be harder to predict exact costs each month Statements may be more complex than flat-rate models Looking for a good option? Can I scale to online and in-person payments easily?

Merchant Services 88

Merchant Services Payment Services Payment Methods SaaS Payments 88

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. Tools for scaling and insights As your platform grows, your payments volume can too. Learn more.

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

SaaStr

SEPTEMBER 14, 2023

Training by osmosis with a couple of street-smart reps doesn’t scale much past 2-3 reps,” says Lemkin. Ultimately, you have to pause, find a manager to scale them, listen to them, and train them. No one needs the 11th most boring article on compliance. You’re too busy. You can’t put in the time for those next 7-8 reps.

Outsourcing Services 278

Outsourcing Services Sales Hiring Scale Sales Recruiting 278

FastSpring

AUGUST 30, 2024

As a leading payment platform for gaming companies, we’re excited to showcase our commitment to supporting game developers and publishers on a global scale. FastSpring allows you to offload the complexity of global payments, sales tax and VAT compliance, player payments support, and many other aspects of payments management.

Merchant Services 148

Merchant Services Payments Payment Services Payment Methods 148

User Pilot

MAY 27, 2025

WalkMe Mobile is most suited for large enterprises and compliance-heavy industries. Based on verified Gartner reviews , the majority of its customers use WalkMe to support internal business apps, large-scale field operations, and app rollouts across thousands of employees or users. Who is WalkMe Mobile best for?

Mobile 69

Mobile Software Review Technical Review Pricing 69

SaaStr

SEPTEMBER 28, 2023

Smaller companies have become more sophisticated in the tools they use, the IT systems, and automation for onboarding and offboarding, and all of that has resulted in needing to plug stuff into the tools you’re using quickly. If the company wasn’t built around this purpose, it would be hard to scale.

Enterprise readiness 277

Enterprise readiness Payment Solutions Enterprise Payments 277

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. It helps quantify customer behaviors on a larger scale to uncover user trends and correlations. Suppose you learn that your new users’ primary job-to-be-done is “quickly onboarding.”

SaaS 77

SaaS Social Media Interviewing Scale 77

Intercom, Inc.

AUGUST 30, 2022

But these days, there are so many innovative and impactful tools that can massively streamline your workflows and help to set you up for success as you scale. This is especially important for small teams, where you need to operate at a scale far beyond your headcount (without burning out your team by working around the clock).

Scale 164

Scale Payment Services Startup AWS 164

USIO

FEBRUARY 13, 2024

This service takes care of the complexities involved in underwriting, risk management, and compliance, allowing businesses to focus on their core operations. Advantages of Payfac-as-a-Service: Quick Onboarding: Payfac-as-a-Service simplifies the onboarding process for businesses wanting to offer payment processing to their users.

Merchant Services 130

Merchant Services PayFac as a Service Payment Services Marketplace as a Service 130

Blulogix

JANUARY 6, 2025

Regulatory Changes: Data privacy laws and consumer protection regulations are becoming stricter, requiring businesses to invest in compliance-driven tools and practices. Adopt Billing Automation to Scale with Precision Manual processes can no longer keep pace with the demands of the subscription economy.

Payment Features 52

Payment Features Subscription AI Search compliance 52

How To Buy Saas

MAY 21, 2025

Lever Best ATS + CRM for Scaling Enterprises Pricing: Key Features: 10. 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., GDPR for data privacy in Europe).

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

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

Sales Hacker

APRIL 1, 2025

We’ll help you scale, you help us scale. Um, okay, so you joined Microsoft, you’re bought into this vision, but now you’re, you’re faced with a pretty big task and, you know, you’re, you’re going to build out this enterprise motion that doesn’t really exist or ex exists on a smaller scale.

Scale 62

Scale VP of Engineering Outsourcing Services Enterprise 62

SaaStr

FEBRUARY 21, 2024

They go through their onboarding programs and know the policies. So, if a sales rep is in a sticky situation, they can pull in a compliance expert from the team, and that team is accessible to customers in live chat. Prospects don’t just want to know the price, especially in security. At Drata, they get a SOC 2 before selling a SOC 2.

AWS 273

AWS Scale Sales Hiring Marketing 273

Stax

FEBRUARY 19, 2025

For companies looking to scale, Independent Software Vendors (ISV) are a crucial tool that provides specialized software solutions that integrate seamlessly with existing business tools. Expanding into new markets by leveraging ISV solutions that cater to global compliance requirements and multilingual support.

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88