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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

Personalize the customer journey Before you begin the onboarding process, though, you need to learn about the user’s main goal with your product. For example, a payment app like PayPal can be used for either shopping or money transfer. Conduct customer surveys to identify common pain points in the process.

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Customer Success for the Enterprise Luncheon Creates an Interactive CS Experience in The Bay Area

Totango

The Customer Success for the Enterprise, luncheon held on Nov. 6th, in Palo Alto was an invitation-only event hosted by Totango, the leader in Customer Success (CS) software for the enterprise. “Customer Success isn’t just with one team in the organization.

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Even More of SaaStr’s Most Respected Leaders Unveiled!

SaaStr

About Nick… Nick Mehta and Anthony Kennada presented on how to create a new category (customer success). Gainsight’s customer success software empowers companies to increase revenue and decrease customer churn. Nick Mehta Gainsight CEO.

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Five Contract Renewal Tools to Increase Customer Retention

Totango

Other factors include the customer’s financial situation, their perception of the value they derive from their subscription, how easy it is for them to renew their subscription and whether they’re considering any competing products. One strategy for increasing your contract renewal rate is effective automation of the renewal process.

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Top 25 SaaStr Podcast Episodes from 2020

SaaStr

For Rachel Hepworth, VP of Marketing at Pilot, it was a critical tactic that helped her accelerate Slack’s rise to market dominance and a cornerstone of Pilot’s go-to-market strategy today. David Sacks is best known as the Founder and CEO of Yammer or the product lead at Paypal.

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24 Best Ecommerce Quotes for Digital Sellers

FastSpring

Customers’ reliance on different service channels (e.g., call center, email, online chat, and social) vary by market, and well-localized websites will dedicate resources to channels relative to local preference.” – Lily Varon, digital business strategy analyst. Get to know your customers and their preferred communication channels.

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How to identify and reduce customer friction points

ChurnZero

Now that we’ve covered general types of customer friction points and where in the customer journey they most often occur, it’s time to look at how to identify the pain points specific to your business. . Using your website analytics should be a key part of your strategy to identify and reduce customer friction.