Stax

FEBRUARY 19, 2025

One core area of focus is customer support, which adds immense value to every business when done correctly. When adding payment features for software users, the importance of including customer support for payment processing is no different. The Pros of Outsourcing Payments Support 1. Plus a stronger cash flow.)

Outsourcing Services 88

Outsourcing Services Payments Payment Services Merchant Services 88

How To Buy Saas

MAY 29, 2025

These capabilities make AI decision making a practical support for leadership, turning data into strategic action. Intelligent Automation for Operational Efficiency Intelligent automation blends robotic process automation (RPA) with AI to streamline complex workflows. Task Automation: Many SaaS tools add AI-powered automation.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Payrix

APRIL 24, 2024

Andy suggests that there is an immediate and discernible value-add for software companies to embed payments as a means for retention of SaaS revenue. Plus, software providers gain the addition of payments revenue and the ongoing retention of that additional revenue too. But then you want to put those customers into a retention motion.

Payments 162

Payments Embedded Payments Merchant Services Payment Solutions 162

User Pilot

JULY 17, 2024

Customer persona : Aids in developing retention strategies by understanding the needs and behaviors of loyal customers. Hence, by categorizing your audience into different personas, you can tailor your product features, marketing strategies , and customer support to meet the unique needs and preferences of each group.

Technical Review 105

Technical Review Software Review Market Research Interviewing 105

User Pilot

MAY 8, 2024

TL;DR Customer needs are customer desires, expectations, preferences , and problems to solve. Satisfying customer needs is essential for retention and loyalty. Common needs are related to functionality, reliability, usability , integration , support, customization, and cost-effectiveness.

SaaS Payments 105

SaaS Payments Payment Solutions Payment Services Payments 105

User Pilot

MAY 22, 2024

Knowing what your customer does at different stages of their relationship with you can help increase engagement, loyalty, and customer retention. You can access this information through the right customer lifecycle management software. How to choose the right customer lifecycle software? Data analysis reports.

Software Review 105

Software Review Technical Review Software Systems Review 105

User Pilot

AUGUST 22, 2024

By digitizing and automating the onboarding process , you can also improve operational efficiency, reduce manual errors, and reduce the load on your staff. A streamlined onboarding process enhances customer satisfaction by making it easier for clients to understand and access financial products and services. The best part?

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

User Pilot

JANUARY 26, 2021

Meanwhile, Customer Journey Analytics gives you an all-encompassing view of how your customers interact with your brand from the moment they hear about you until they finally say: “take my money”. Mckinsey also found that by implementing Customer Journey Analytics, companies reported: Source: Mckinsey.com. Source: Woopra.com.

Artificial Intelligence 98

Artificial Intelligence Data Machine Learning Underperforming Technical Team 98

Payrix

APRIL 2, 2024

So that’s where marketing led initiatives are going to generally help you get out in front of your customers, create the mindshare, the awareness, so that you can then use a customer success team. So those are a few ways to think about the cross sell thereafter,” says Andy. Think about just simple things in your life, Ian.

Payments 124

Payments Embedded Payments Merchant Services Payment Services 124

Stax

MARCH 6, 2024

As the business landscape continues its unstoppable evolution, the necessity for operational efficiency and innovation becomes even more pronounced. Simultaneously, customers appreciate the ability to budget their expenses more efficiently, knowing their commitments in advance.

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

ChurnZero

JANUARY 13, 2023

For example, things like conversational intelligence and AI will continue to emerge as key data sources for predicting churn, understanding sentiment, and enabling customer-facing teams to be more predictive and proactive. In 2023, CS leaders will need to take a hard look at their teams, tools, and customer journeys.

Trends 98

Trends Customer Success Sales Hiring Artificial Intelligence 98

Panintelligence

JUNE 20, 2024

This seamless integration can lead to higher user satisfaction and retention rates. Improved operational efficiency Integrating white label analytics into your SaaS application can also lead to improved operational efficiency.

SaaS 59

SaaS Business Technical Review Operational efficiency. 59

Panintelligence

AUGUST 28, 2024

Personalised insurance products By analysing customer data, AI can identify individual needs and preferences, allowing insurers to tailor their offerings accordingly. This level of personalisation can lead to higher customer retention rates and increased loyalty. This reliance makes them appealing targets for cybercriminals.

AI 52

AI Artificial Intelligence Technical Review Systems Review 52

Blulogix

FEBRUARY 20, 2024

APIs for Seamless Integration: Application Programming Interfaces (APIs) facilitate the seamless integration of monetization platforms with other business systems, such as CRM, ERP, and customer support tools.

Payments 52

Payments Payment Services Artificial Intelligence Technology 52

Stax

MAY 30, 2024

Provider’s reputation – You want to choose a payment provider whose previous customers are happy with their payment processing and customer support. Customer experience (CX) is the interactions, impressions, value, and emotions a business gives its customers at every step of their buying journey.

Payment Solutions 88

Payment Solutions Payment Services Merchant Services SaaS Payments 88

Stax

JANUARY 29, 2024

Efficiently manage payments and invoicing processes, reducing manual errors and enhancing overall operational efficiency. Minimize revenue leakage by efficiently managing failed payments and subscription renewals with proactive dunning management in your billing platform.

Stax 88

Stax Payments Payment Services Payment Features 88

User Pilot

JUNE 24, 2024

While CCM focuses on communicating with customers across various channels, CRM is dedicated to managing the overall relationship and data associated with customers. Customer communication management is important because it enhances customer satisfaction , retention, operational efficiency, insights, brand image, and conversion rates.

Communication 59

Communication Management Technical Review Software Review 59

Blulogix

MARCH 8, 2024

Integrations and Data Sources: To function smoothly, B2B billing systems must integrate with a variety of other business systems—from CRM and ERP to inventory management and customer support platforms. Ensuring data consistency across these integrations is a complex but necessary task.

B2B 52

B2B Payment Features Subscription Operational efficiency. 52

Blulogix

JANUARY 21, 2024

Benefits of BluIQ's Billing Transparency Implementing BluIQ’s transparent billing approach can yield several advantages for businesses: Improved Customer Relationships: Transparent billing fosters trust and enhances relationships with customers, leading to higher retention rates.

Payment Features 52

Payment Features Subscription Systems Review Operational efficiency. 52

Blulogix

MARCH 19, 2024

Train Your Team: Ensure that your team, especially those involved in inventory management, billing, and customer support, are well-trained in handling digital inventory. Knowledgeable staff can better address customer questions and manage inventory effectively.

Payment Features 52

Payment Features Subscription B2B Management 52

User Pilot

AUGUST 19, 2024

Create support documentation : Develop and update user guides and troubleshooting resources to enable customer self-service. Monitor support tickets : Oversee customer support tickets to ensure timely resolutions, escalating issues when necessary. It covers leadership, service strategy, and operational efficiency.

Onboarding 52

Onboarding Customer Support Trends User Experience 52

User Pilot

AUGUST 28, 2024

Create support documentation : Develop and update user guides and troubleshooting resources to enable customer self-service. Monitor support tickets : Oversee customer support tickets to ensure timely resolutions, escalating issues when necessary. It covers leadership, service strategy, and operational efficiency.

Technical Review 52

Technical Review Software Review Leadership AI Search 52

Hull

MAY 17, 2020

Support Customer Retention and Spark Upsell Opportunities. Your own marketing budget to gain new customers may have been cut, your prospects may have put a pause on future purchases, and your total addressable market may have shifted or shrunken entirely. Now is the time to put even more focus on your existing customers.

Business 52

Business Operational efficiency. Mobile Data 52

User Pilot

AUGUST 17, 2024

Coordinate Cross-Functional Teams : Ensure seamless communication and collaboration between development, marketing, sales, and customer support teams. Manage Customer Feedback : Gather and incorporate feedback from users to refine the product.

Scale 52

Scale Leadership Interviewing Onboarding 52

How To Buy Saas

MARCH 19, 2024

In delivery operations, efficient route planning can represent the deciding moment for your business’s prosperity. With the rise of software-as-a-service (SaaS) solutions, organizations currently approach powerful route-planning tools that can smooth out their operations, decrease expenses, and improve consumer loyalty.

Merchant Services 40

Merchant Services AI Search Business SaaS 40

User Pilot

AUGUST 28, 2024

Coordinate Cross-Functional Teams : Ensure seamless communication and collaboration between development, marketing, sales, and customer support teams. Manage Customer Feedback : Gather and incorporate feedback from users to refine the product.

Scale 52

Scale Leadership Healthcare Trends 52

User Pilot

AUGUST 25, 2024

Coordinate Cross-Functional Teams : Ensure seamless communication and collaboration between development, marketing, sales, and customer support teams. Manage Customer Feedback : Gather and incorporate feedback from users to refine the product.

Scale 52

Scale Leadership Education Interviewing 52

Natalia Luneva

APRIL 24, 2025

For advanced integrations, webhooks and APIs allow developers to customize solutions. These integration capabilities improve operational efficiency, enhance customer experiences, and ensure cohesive data management. Support for custom integrations allows businesses to tailor payment processing to their specific needs.

Stripe Connect 40

Stripe Connect Merchant Services Payment Services Payments 40

Natalia Luneva

APRIL 22, 2025

Dispute Resolution: Offer tools for managing chargebacks and fraud claims efficiently. Customer Support Features: Implement chatbots or live support to address merchant concerns quickly. A well-implemented merchant management system increases operational efficiency and enhances merchant retention.

Merchant Services 40

Merchant Services Payment Services Payfac SaaS Payments 40

SaaS Metrics

JUNE 10, 2019

The data deletion policy is defined in the service level agreement and must specify what would happen to the customer data once the data retention period ends. The same data shows that chances of in-house systems getting compromised are actually much greater than the perceptions customers have about them. Data Deletion Policy.

VPCs (Virtual Private Cloud) 40

VPCs (Virtual Private Cloud) Technical Review SaaS Systems Review 40

SmartKarrot

FEBRUARY 9, 2023

To promote customer success and meet goals, collaborate with the product, customer service, marketing, and other departments. Build reports, dashboards, and scorecards with Revenue Operations to highlight customer health, retention likelihood, and the performance of high-touch customer success campaigns.

Customer Success 19

Customer Success Sales Recruiting Technical Review Outsourced Development 19

Point Nine Land

APRIL 21, 2021

How to efficiently collect feedback from customer-facing teams? As your company grows, the customer facing teams (sales, customer support, customer success,…) are growing and the number of questions flowing to the product teams is growing: Is it possible to do this? How is it working?

Sales Hiring 52

Sales Hiring Startup Scale Software Review 52

SmartKarrot

FEBRUARY 6, 2024

This integration enables companies to deliver personalized and relevant experiences, which leads to a strong connect with customers in turn contributing to more revenue. The Importance of Omnichannel for Customer Success is just as important as it may be for marketing, customer support.

Customer Success 10

Customer Success Strategy Social Media Artificial Intelligence 10

SmartKarrot

APRIL 28, 2021

Partner with Marketing, Customer Care, Sales, and Product Management to create a great customer experience in all stages of the lifecycle and drive positive NPS, retention, and account growth. Provide continual evaluation of methods to improve operations, efficiency, and service to both internal and external customers.

Customer Success 10

Customer Success Underperforming Technical Team Payment Services Payment Methods 10

SmartKarrot

MARCH 18, 2021

Act as a change agent to identify areas for operational efficiency and continuous improvement. Build strong customer relationships with key clients. Oversee, maintain and improve the customer journey from initial training to the increased customer engagement, loyalty, and retention activities.

Customer Success 10

Customer Success Sales Recruiting Technical Review Software Review 10

SmartKarrot

NOVEMBER 2, 2020

As a matter of fact, Mikael Blaisdell himself is the creator of the Customer Success Forum and Customer Success Association on LinkedIn. The CSM Practice is a customer success consulting firm that renders service in the domain. These services aim to augment customer satisfaction and net retention. The CSM Practice.

Consulting 10

Consulting Customer Success Scale Customer Lifetime Value 10

SmartKarrot

MAY 4, 2023

Yet the operational efficiency of such an ecosystem relies on efficient communication, and that’s where an efficient call coach comes into play! Just as it sounds, Call Coaching is a process of building your cross-functional teams to communicate effectively and efficiently. What’s a call coaching?

Scale 10

Scale Software Review Artificial Intelligence Communication 10