Stax

DECEMBER 4, 2023

Best practices for ensuring AML compliance as a PayFac include continuously updating your AML policies, utilizing advanced technologies for monitoring, periodic internal reviews and audits, and engaging with AML experts and consultants. Transaction monitoring and reporting Onboarding sub-merchants following thorough KYC isn’t enough.

Merchant Services 88

Merchant Services Payment Services Payfac compliance 88

The Angel VC

APRIL 24, 2015

If you’re selling monthly subscriptions, MRR is simply the price paid each month for the subscription. If your customers are paying you for more than one month upfront, you simply divide the amount you received by the number of months in the subscription period. Say you’ve acquired two new customers.

Payments 193

Payments SaaS Payments Metrics Revenue 193

Intercom, Inc.

JANUARY 16, 2020

Like numerous users, I first became aware of Miro via a consultant and this channel has been really important to their growth story. We also think about community and consultants and professional services as an ecosystem around our product. Andrey: We bet on consultants. Miro has made the move from product to platform.

Consulting 249

Consulting Marketplace as a Service Scale Development 249

User Pilot

APRIL 22, 2024

Teams of customer success are responsible for building playbooks , managing churn , streamlining onboarding, enhancing customer experiences, driving account expansion , and gathering feedback. Implementing an onboarding checklist to help users progress through the customer journey. Onboarding email from Todoist.

Customer Success 99

Customer Success Retention Software Review Customer Lifetime Value 99

ChurnZero

MAY 19, 2020

He is responsible for creating outstanding and memorable user experiences through onboarding, ennoblement and continuous support. . In today’s world there are thousands of SaaS tools and all are dependent on recurring, subscription revenue. They all work really well together to solve problems and be solution oriented.

Customer Success 98

Customer Success Technical Review Forecasting Consulting 98

SaaStr

NOVEMBER 2, 2019

And so I’m so thrilled to welcome back Krish Subramanian, founder and CEO at Chargebee, the startup that lets you go beyond payment, billing, and recurring invoices to delivering subscription experiences that wow and what they’re doing now in the world of rev ops, trust me, it’s pretty mind blowing.

Scale 127

Scale SaaS Payments Sales Recruiting Payment Services 127

ChurnZero

MARCH 3, 2022

How to crush SaaS customer onboarding: a roundup of expert advice. SaaS onboarding makes or breaks your customer retention. For this reason, everyone is trying to crack the code on how to create the optimal onboarding experience. Download this eBook to learn how to crust your SaaS Customer Onboarding.

Customer Success 98

Customer Success Churn Onboarding Consulting 98

ChurnZero

FEBRUARY 9, 2021

Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Onboarding and Adoption Best Practices for Customer Success Management. Instructor: Jeannie Walters , Speaker, Writer, and Consultant, Experience Investigators. . Engaging Preparation Best Practices for Customer Success Management .

Customer Success 98

Customer Success Scale Customer Lifetime Value Consulting 98

Intercom, Inc.

JULY 29, 2021

Ever since he was hired as the Director of EMEA Sales at BrowserStack , a web and mobile testing platform that lets developers test their websites and mobile applications across browsers, operating systems, and mobile devices, he had to completely rethink how to successfully onboard hundreds of salespeople just as everyone was going remote.

Sales Hiring 223

Sales Hiring Scale Sales Recruiting Underperforming Technical Team 223

Intercom, Inc.

NOVEMBER 11, 2021

For Samuel Hulick , a UX consultant and one of the biggest authorities out there on user onboarding, that means thinking less about the product itself and more about how to get users the results they’re after. But despite how relevant the topic still is, we’re not just here to talk about the ideal onboarding experience.

Onboarding 254

Onboarding Sales Hiring Sales Recruiting Underperforming Technical Team 254

Buffer Resources

AUGUST 2, 2023

It was apparent that I needed to take a longer view for onboarding paid subscribers, and it’s been growing a ton since then. Some readers wanted to speak on the phone with me to get my thoughts on their ideas as consultations, other readers turned out to be businesses, and they wanted to sponsor the newsletter with an advertisement.

Business 95

Business Venture Capital Technical Review Trends 95

User Pilot

JULY 31, 2023

The big deal is turning them into paying customers who keep renewing their subscriptions long-term. This article will show you practical strategies to crack the customer retention code and maintain sustainable recurring revenue. Implement an onboarding checklist to drive activation. Userpilot’s onboarding checklist.

Retention 98

Retention Strategy Marketing SaaS 98

Stax

JANUARY 17, 2024

Instead of going through a third-party payment gateway, your ACH PayFac will allow the use of its own platform to process your payments. Most ACH PayFacs offer instant onboarding , making it quick and easy for merchants to start accepting payments. This provides an additional layer of security.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

Buffer Resources

JANUARY 18, 2024

It’s not the first time I’ve tried out LinkedIn Premium — but it is the first time I’m approaching the platform’s paid subscription as a creator.    How to sign up for LinkedIn Premium I was really impressed by LinkedIn Premium’s onboarding process.

Technical Review 113

Technical Review Systems Review Sales Recruiting AI Search 113

Neil Patel

SEPTEMBER 11, 2020

Gusto makes onboarding, paying, insuring, and supporting employees as easy as possible. They also include time tracking, talent recruitment, HR consulting services, advanced employee benefits, and the option to outsource your entire payroll/HR department. And they don’t call themselves a “people platform” for no reason.

Payment Services 145

Payment Services SaaS Payments Outsourcing Services Payment Solutions 145

ChurnZero

SEPTEMBER 20, 2022

At Propel, Rocketlane’s annual global conference for customer onboarding and implementation professionals, Customer Success expert and principal consultant at Service Excellence Partners, Ed Powers, talked about how we can create ideal, favorable customer experiences if we understand the principles of neuroscience.

Consulting 52

Consulting Construction Onboarding Customer Success 52

Intercom, Inc.

NOVEMBER 7, 2019

So virtual cards to help you buy a new subscription or do a new digital marketing advertising campaign on LinkedIn. Recently, we launched a full invoice management system where you can process an invoice, getting it approved and paid in the same system.

Scale 162

Scale Payment Methods Payment Solutions Marketing 162

CustomerSuccessBox

SEPTEMBER 4, 2019

The context of these emails will depend on the stage of the customer lifecycle – onboarding, implementation, post go-live feedback etc. The Accounts/Finance to raise invoices or confirm if the payment has been made. Onboarding new customers. The post Attention CSMs : How to carpe your diem!

SaaS Payments 78

SaaS Payments Payment Services Payments Payment Facilitation 78

CustomerSuccessBox

MAY 24, 2022

Especially in a subscription-based model, where customer retention is built into the business model, losing a customer shouldn’t be due to little or no understanding of how your product works for them. It becomes necessary to certify the distributors or consultants who are offering this training on behalf of the company.

Education 52

Education Technical Review Acquisition Onboarding 52

ChurnZero

OCTOBER 5, 2022

This is a guest blog contributed by Emily Ryan, chief client officer at Valuize , a B2B consulting company that helps industry-leading technology organizations supercharge their customer lifecycle to drive best-in-class net dollar retention. Lifecycle stage – Was the customer’s onboarding bumpy or slow?

Underperforming Technical Team 94

Underperforming Technical Team Payment Services Payment Methods Scale 94

ProfitWell

OCTOBER 17, 2019

Your top subscription news. Apparently, 27% of people now pay more than $100 per month in subscriptions, as much as the average person would spend on cable—although I can’t say I’m surprised by this number. We help teams optimize and scale their go-to-market and onboarding strategies.". A streaming service OVERLOAD.

Content Marketing 73

Content Marketing Marketing Scale Consulting 73

ChurnZero

MARCH 3, 2022

How to crush SaaS customer onboarding: a roundup of expert advice SaaS onboarding makes or breaks your customer retention. For this reason, everyone is trying to crack the code on how to create the optimal onboarding experience. Download this eBook to learn how to crust your SaaS Customer Onboarding.

Customer Success 52

Customer Success Churn Onboarding Consulting 52

ChurnZero

FEBRUARY 9, 2021

Instructor: Rick Adams , Author, Trainer, Consultant and Business Owner, Practical CSM. Onboarding and Adoption Best Practices for Customer Success Management. Instructor: Jeannie Walters , Speaker, Writer, and Consultant, Experience Investigators. . Engaging Preparation Best Practices for Customer Success Management .

Customer Success 52

Customer Success Scale Customer Lifetime Value Consulting 52

ProfitWell

APRIL 13, 2020

Plus, we spot a new podcast for those in the subscription camp. Amanda Northcutt , an expert in subscription company consulting and recruiting, launched Sales in the Subscription Economy —a podcast by sales VPs for sales VPs competing in the subscription space, trying not just to survive this crisis, but emerge from it even better.

Sales Recruiting 52

Sales Recruiting Marketing Consulting Subscription 52

Buffer Resources

AUGUST 2, 2023

It was apparent that I needed to take a longer view for onboarding paid subscribers, and it’s been growing a ton since then. Some readers wanted to speak on the phone with me to get my thoughts on their ideas as consultations, other readers turned out to be businesses, and they wanted to sponsor the newsletter with an advertisement.

Business 52

Business Venture Capital Technical Review Trends 52

InsightSquared

JANUARY 12, 2018

While sales leadership may sign on the dotted line for new vendor contracts, the responsibility of onboarding, implementation and training falls on the sales ops team. Most new vendors will send you an invoice with a dollar amount attached, standard practice in capitalist America. Lesson 1: Evaluating Cost.

Scale 75

Scale Transportation Sales Payment Features 75

Aysling

NOVEMBER 13, 2019

They’re also quite costly, probably far too much so for a small multimedia/graphic design, consulting, software, publishing, engineering, business services provider, or event management company could afford. Pay vendors and freelancers automatically and store their invoices/W9 forms and more. Purchase Order Management.

Payment Services 40

Payment Services Payment Solutions Payment Methods Payments 40

Buffer Resources

JANUARY 18, 2024

It’s not the first time I’ve tried out LinkedIn Premium — but it is the first time I’m approaching the platform’s paid subscription as a creator.    How to sign up for LinkedIn Premium I was really impressed by LinkedIn Premium’s onboarding process.

Technical Review 63

Technical Review Systems Review Sales Recruiting AI Search 63

Totango

OCTOBER 20, 2022

At other companies, CS managers may be assigned to follow up on sales during the customer onboarding phase. Customer success managers are critical at SaaS companies, where they help deliver results that promote subscription renewals and upsells. What Makes a Good Customer Success Manager? Time Management.

Sales Hiring 91

Sales Hiring Customer Success Sales Recruiting Technical Review 91

SmartKarrot

APRIL 10, 2023

Apply here: [link] Role: Consulting Customer Success Manager Location: Philadelphia, PA, United States Organization: Pop-Up Talent As a Consulting Customer Success Manager, you’ll establish relationships of trust as trusted advisors with executive sponsors, customer stakeholders, and important accounts.

Customer Success 19

Customer Success Payment Methods Payment Services Technical Review 19

Valuize Consulting

MAY 11, 2020

This may involve email, support tickets, software/platform usage data, contract details, invoicing or payment details, surveys, marketing engagement and more. The reality is that these platforms are designed to help power all post-sales teams, such as onboarding, renewals and professional services.

Technical Review 40

Technical Review Technology Customer Success Payment Solutions 40

ChurnZero

NOVEMBER 27, 2019

Premium Onboarding Packages A re an Important Part of Customer Success’s Evolution . A significant change to client onboarding has been the rise of Premium Onboarding Packages. T his alternative ( to onboarding being baked into your product costs ) provides a new opportunity to elevate your CX. .

Scale 75

Scale Sales Hiring Onboarding Customer Success 75

ChurnZero

JANUARY 4, 2019

Whether that’s AI-enabled analysis of customer data to help teams be proactive, in-house virtual assistants that are a resource to support teams as they work with customers or other operational applications, AI will play a larger role in this capacity next year.” – Julia Ahlfeldt, Customer Experience Advisor, Julia Ahlfeldt CX Consulting.

Customer Success 73

Customer Success SaaS Payments Payment Services Payment Solutions 73

CustomerSuccessBox

MAY 6, 2021

Onboarding process at CustomerSuccessBox. At CustomerSuccessBox, we believe in imparting live training during the Customer onboarding and the entire process can be divided into several steps: Step 1- Kick-Off Call. The integration with the customers’ technology stack (CRM, Support Tool, Billing/Subscription Tool, Analytics tool, etc.)

Software Review 52

Software Review Retention Software Technical Review 52

InsightSquared

JANUARY 12, 2018

While sales leadership may sign on the dotted line for new vendor contracts, the responsibility of onboarding, implementation and training falls on the sales ops team. Most new vendors will send you an invoice with a dollar amount attached, standard practice in capitalist America. Here’s part one: Lesson 1: Evaluating Cost.

Scale 54

Scale Transportation Sales Payment Features 54

Incredo

NOVEMBER 21, 2019

In its turn, SaaS company is responsible for optimizing conversions and successful onboarding so the visitor becomes a paying customer. Process is simple but would we write about it if everything was that easy? They again have to wait until you make the payment. See the difference? But is your website ready?

SaaS Payments 139

SaaS Payments Payment Methods Merchant Services Sales Recruiting 139

FastSpring

JANUARY 27, 2022

For example, Jon Torres — a digital marketing consultant specializing in SaaS commerce — noticed that, for some of his clients, refund requests spiked around renewal time. “It Note: FastSpring offers advanced subscription management services that support free trials, monthly and annual paid plans, proration, discount management, and more.

Merchant Services 138

Merchant Services Payment Services SaaS Payments Payment Solutions 138