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. What were their challenges?

Scale 263

Scale Business Finance compliance 263

Stax

DECEMBER 20, 2023

Since we’ve spoken a lot about credit card processing before, today we’ll take a look at how to find the best credit card processor for your SMB in 2024. Since the big players in the landscape generally all offer a robust set of services, data shows that most SMBs are satisfied with their payment processors and aren’t likely to switch.

Payment Services 88

Payment Services Merchant Services Payment Methods Stax 88

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

SaaStr

SEPTEMBER 14, 2023

Founders at this stage have a choice… Get overwhelmed by managing another three reps Put together a formal training program for someone to train SDRs and AE for the first 30-60 days, pair them with a leader, have them do sales calls together, onboard them yourself, etc. No one needs the 11th most boring article on compliance.

Outsourcing Services 206

Outsourcing Services Sales Hiring Scale Sales Recruiting 206

Andreessen Horowitz

APRIL 29, 2024

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. It ensures the consistency of large document volumes and legal compliance with local jurisdictions for asset movements.

Payment Services 90

Payment Services Payment Solutions Development Team Review Outsourcing Services 90

FastSpring

JANUARY 27, 2022

This score then determines how we’ll manage the relationship through onboarding and customer success, including whether they need further education on the benefits of marketing attribution or more advanced advice on how else our product can bring operational and strategic improvements across their business.”. How do we know this?

Merchant Services 138

Merchant Services Payment Services SaaS Payments Payment Solutions 138

SaaStr

JULY 2, 2019

Dannie : The way we specialized is we segmented, so SMB originally, enterprise, large enterprise. Dannie : I think I mentioned this earlier, but when I was hired on, I hired onto lead an SMB team that was newly formed. Dannie : At this point, we started thinking how do our peers, staff, go-to-market teams, downmarket in the SMB?

Enterprise 146

Enterprise Scale Sales Hiring SMB 146

Neil Patel

JANUARY 7, 2021

Schoology – Best for K-12 education D2L Brightspace – Best for higher education Tovuti – Best for selling online courses Looop – Best for SMB employee training Docebo – Best for enterprise learning Sensei – Best LMS plugin for WordPress. The other thing to pay attention to is content compliance.

Systems Review 138

Systems Review Management Scale Education 138

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 143

Software Review Software Scale compliance 143

Mucker Capital

APRIL 6, 2023

Should they focus on the setup, the onboarding flow, the free user experience? My observation in working with many of my advisory clients is that onboarding and activation are usually areas where I see a lot of low hanging fruit and opportunity. But we didn't focus or think much about onboarding and activation.

Startup 52

Startup Scale CTO Hire Outsourced Development 52

BetterCloud

MARCH 15, 2022

Any member of your IT team should be able to use an SMP’s no-code builder to orchestrate workflows that automate employee onboarding, offboarding, and internal job changes. Security and compliance requirements can also greatly affect IT’s choice in what solutions they can and should use.

Management 52

Management SaaS compliance Marketplace as a Service 52

SaaStr

NOVEMBER 22, 2019

So optimizing for that first magic moment in the trial, in an onboarding process, it sets the hook so that you can then build a deeper relationship. ” Meaning if we could just get the product to do everything, we don’t need salespeople, we don’t need implementation and onboarding people. You need specialization.

Underperforming Technical Team 158

Underperforming Technical Team SaaS Payments Payment Services Technical Advisors 158

Frontegg

NOVEMBER 25, 2021

Main benefits of using SSO platforms include: Added ease of use for end-users, which enhances customer satisfaction Less stress on developers to create new authentication solutions Improved security and compliance capabilities A seamless experience that is easy to integrate Better and easier to manage, especially while scaling up fast.

B2C 98

B2C Scale Identity management Enterprise readiness 98

Frontegg

AUGUST 12, 2021

Pros: Strong integration capabilities, Attractive pricing, Fast onboarding Cons: A very new company with all the risks that come with it Pricing: $49/month/tenant. #7 Although SecureAuth is primarily an authentication provider, its SSO offering is a pretty solid internal one for enterprise and SMB use. 7 – SecureAuth.

B2C 98

B2C Identity management B2B Systems Review 98

SaaStr

AUGUST 15, 2020

Are you finding maybe quietly in the background, you need a little bit more services, a little bit more onboarding, a little bit more things that maybe weren’t anathema a couple years ago. We are still heavily oriented to SMB and to entrepreneurs. You say that Shopify is an SMB customer when I see 29%. Jason Lemkin: Yeah.

Payment Methods 195

Payment Methods Merchant Services Scale Payments 195

SaaStr

APRIL 3, 2019

It’s a customs broker to keep everything in compliance. They’re both responsible for getting the customer onboard. How do we onboard all your vendors? Having said that, most of our salespeople do come into our SMB segment, and this is intentional. So its operations associates to move freight.

Scale 100

Scale Sales Hiring Systems Review Marketplace as a Service 100

Sales Hacker

OCTOBER 7, 2021

It took me a long time to admit to myself that I don’t enjoy transactional SMB sales. Today I help investment managers harness the power of community and technology to automate regulatory compliance. What is your best piece of career advice for women in sales? You deserve to be happy at work and there is no prize for suffering.

Scale 130

Scale Sales Recruiting Sales Hiring VP of Engineering 130