SaaStr

SEPTEMBER 11, 2024

It required Lucid to change its product, process, and overall user and administration systems to be able to scale with the customer. It also required them to: Negotiate their first Enterprise customer contract Undergo deep security reviews Once you land your first Enterprise customer, it might be time to build that first sales team.

Scale 307

Scale Scaling Sales Hiring compliance 307

Scytale

MAY 9, 2025

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. Use security questionnaires to assess a vendors security and compliance postureespecially post-selection or for existing vendors. Managing internal security is hard enough.

Systems Review 52

Systems Review compliance Scale Pricing 52

Stax

DECEMBER 4, 2023

The US, therefore, requires financial institutions as well as financial services firms to have anti-money laundering (or AML) compliance programs in place. In this article, we’ll discuss everything you need to know about ensuring AML compliance as a payment facilitator (or PayFac). Non-compliance can have major implications.

Merchant Services 88

Merchant Services Payment Services Payfac Technical Review 88

Neil Patel

JANUARY 7, 2021

Having the right learning management system (LMS) software in place makes this task much more manageable for everyone involved. The right one, however, will let everyone focus on their work instead of fighting with a frustrating system. The Top 6 Options for LMS Software. Ecommerce LMS Software. Integrations are going to be important.

Systems Review 138

Systems Review Management Scale Education 138

Neil Patel

SEPTEMBER 11, 2020

To help speed up the process, I reviewed six of the best systems on the market and put together a comprehensive list of what to look for as you make your final decision. 1 – Gusto Review — The best for small businesses. Gusto makes onboarding, paying, insuring, and supporting employees as easy as possible.

Payment Services 145

Payment Services SaaS Payments Outsourcing Services Payment Solutions 145

Stax

NOVEMBER 27, 2023

KYC’s three main components are the customer identification program (CIP), which was imposed by the USA Patriot Act in 2011; customer due diligence (CDD); and regular monitoring of the customer’s account and activities, which is also called enhanced due diligence (EDD). In the U.S.,

Merchant Services 88

Merchant Services Payment Services Systems Review Technical Review 88

User Pilot

MARCH 9, 2025

According to Harvard Business Review, 80% of new products fail, primarily because companies fail to conduct proper customer research. E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Let’s go back to the goal of improving onboarding.

SaaS 83

SaaS Social Media Interviewing Scale 83

Frontegg

AUGUST 26, 2021

However, picking the right solution is crucial, especially while scaling up fast and onboarding (and offboarding) dozens of new employees (many of them remotely) on a daily basis. Compliance and Regulatory Requirements. Identity Management Systems: For a Safer Workplace. What is Identity and Access Management (IAM)?

Identity management 98

Identity management Systems Review Management Scale 98

Valuize Consulting

DECEMBER 17, 2024

Here is an example: Account Profile 1: Early Adoption Industry Vertical : Financial Services, requiring stringent compliance with their data and security policies. Adoption Stage/Maturity : Onboarding with initial implementation underway. Adoption Stage/Maturity : Onboarding with initial implementation underway.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

Stax

AUGUST 22, 2024

However, setting up and managing a payment system can be complex and overwhelming. PayFacs handle risk assessment, underwriting, settling of funds, compliance, and chargebacks which exposes them to greater potential risks. PayFacs also handle risk assessment, underwriting, settling of funds, compliance, and chargebacks.

Merchant Services 88

Merchant Services Payment Services Payfac SaaS Payments 88

USIO

MAY 24, 2024

Make sure you only work with PCI Level 1 Compliance. Ease of Integration : The gateway should integrate seamlessly with your existing systems and software with automated onboarding. Regulatory Compliance : Ensure the gateway complies with relevant regulations and standards.

Payment Services 130

Payment Services Merchant Services SaaS Payments Payments 130

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. Because you’ll lose another, and/or not close enough key prospect, due to that gap. “Have better Onboarding.” Improve your onboarding this year.

CTO Hire 325

CTO Hire Sales Hiring New CTO CTO 325

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

User Pilot

JUNE 19, 2023

What factors should you consider when choosing a SaaS learning management system to support your customers and employees? TL;DR A SaaS learning management system (LMS) is a cloud-based solution for delivering educational experiences. They should also support mobile learning and integrate with other organizational systems, like HR.

Systems Review 98

Systems Review Management SaaS Education 98

Stax

SEPTEMBER 17, 2024

TL;DR PCI compliance is essential because it helps prevent data breaches, ultimately cultivating customer trust. What is PCI Compliance? Why Is PCI Compliance So Important? PCI compliance is essential because it helps prevent data breaches, ultimately cultivating customer trust. That’s where Stax comes in.

Payment Services 88

Payment Services Merchant Services Payment Methods compliance 88

User Pilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Make the onboarding journey enjoyable by providing clear instructions and guidance.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

Subscription Flow

OCTOBER 16, 2024

It might be appealing to select a billing software quickly, without prior research, with the mind to migrate to a new system if it doesn’t work out. This is because billing system migration does not come without its own challenges and expert solutions. Does it offer automated compliance? This may cause undue anxiety.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

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 211

Scale Software Review compliance Technical Review 211

Neil Patel

SEPTEMBER 15, 2020

From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. This type of HR software primarily focuses on how individuals are managed within a company in terms of systems and HR policies. HRMS stands for “human resource management system.”. HRMS Software.

Software Review 129

Software Review Software Systems Review compliance 129

Stax

JULY 25, 2024

Years ago, point-of-sale (POS) systems were reserved for large enterprises with big budgets. Today, a small business is barely complete without a POS system. If you feel left out, the good news is that there’s a POS system out there ideal for your business. Thanks to the rise of SaaS platforms, that’s no longer the case.

Point of Sale 88

Point of Sale Payment Methods Payment Solutions Payment Services 88

User Pilot

MARCH 30, 2025

Ask users to leave reviews on the app store to add social proof to your app. Asking current users to review your app to increase trust and encourage the algorithm to display your app to more users. comparison posts, product lists, reviews, etc.) you may need to optimize your referral or invite system. If its below 1.0,

Mobile 66

Mobile Acquisition Software Review Social Media 66

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. With AI and security products, you have transparency and connected systems continuously monitoring them.

AWS 279

AWS Scale Sales Hiring Marketing 279

Stax

JANUARY 8, 2024

Not only must PayFacs safeguard themselves and their clients against potential threats like fraud or cybersecurity breaches but also ensure PCI compliance , customer due diligence, and adherence to card regulations. The potential impact of failed or inadequate internal systems, processes, procedures, etc.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

Scytale

MAY 28, 2024

‘Vendor Risk Management’ is more than just a buzzword in the information security and compliance landscape. But as with all things, doing it right requires some time, the right tools and compliance experts by your side. But what does this mean in terms of compliance? That’s us, by the way! GDPR , HIPAA ).

Systems Review 69

Systems Review Management Cybersecurity compliance 69

Intercom, Inc.

OCTOBER 27, 2022

Whether it’s customer onboarding or just gathering information for an event, we’re often trapped in endless follow-ups and back-and-forth emails until we finally get the assets and can move on with other, more meaningful tasks. You are sending reminders and everybody’s sending you the assets on the due date or even after.

Technical Review 118

Technical Review Software Review Development Team Review Systems Review 118

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

Neil Patel

OCTOBER 7, 2020

Find out my top picks and read my in-depth reviews of each one below. Before we dive into the specific software reviews, I want to quickly highlight the different categories of employee scheduling software. 1 – ShiftNote Review — The Simplest Employee Scheduling Software. Which employee scheduling software is the best?

Software Review 145

Software Review Software Systems Review Sales Recruiting 145

BetterCloud

MARCH 24, 2025

Stage 2: Procurement and onboarding Once you’ve chosen a SaaS solution, the focus shifts to securing it and integrating it into your environment. Contract negotiation and vendor management: Carefully review the contract terms, including pricing, service level agreements (SLAs), and data security provisions.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

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. Patriot gets high reviews for its user-friendliness and customer support.

Payment Solutions 88

Payment Solutions Payment Services Payment Methods Payments 88

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. Data-Driven Customer Success as a Strategic Imperative Data is no longer a reporting toolits your operating system.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

User Pilot

APRIL 30, 2024

Like any onboarding tool, it sets the tone for user engagement , adoption, and overall productivity. In this article, we provide an in-depth review of the tool, before introducing a superior, more versatile alternative that enables you to create more intuitive user experiences. Create interactive onboarding experiences with Userpilot.

Software Review 102

Software Review Systems Review Technical Review Onboarding 102

Payrix

APRIL 3, 2024

Before we dive into the risks associated with payments, let’s review why embedding payments is good for SaaS businesses and the three payment processing solutions available to software companies today. What are the benefits of adding payments to vertical software? Striking a balance will be instrumental to success.

Payment Services 100

Payment Services Merchant Services SaaS Payments Payment Facilitation 100

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

Stax

JANUARY 29, 2024

However, staying focused on the big picture can be challenging if your business is bogged down by repetitive payments and intricate billing procedures—both common hurdles for a billing system with inadequate functionality. Learn More What is a Billing Platform?

Stax 88

Stax Payments Payment Services Payment Features 88

Andreessen Horowitz

APRIL 29, 2024

With the combination of diligence solutions (e.g., 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.

Payment Services 93

Payment Services Payment Solutions Development Team Review Outsourcing Services 93

FastSpring

JANUARY 10, 2023

In this post, we review five options — starting with an in-depth review of our solution, FastSpring — by sharing how each solution addresses the two factors above and by providing an overview of each software’s features. This means we take the lead on legal compliance, collecting and remitting consumption tax, chargebacks, and more.

Payment Solutions 146

Payment Solutions Payment Features Payment Methods Software Review 146

FastSpring

DECEMBER 7, 2022

In this guide, we present eight alternatives to Chargebee that help relieve some of these burdens for users, starting with an in-depth review of our solution, FastSpring. However, you’ll still be responsible for paying taxes, processing chargebacks, and for things like legal compliance, dunning, and more. Zoho Subscriptions.

Payment Methods 148

Payment Methods Merchant Services Payment Services Payments 148