SaaStr

OCTOBER 16, 2024

Everything has to do more and be more automated, from onboarding to email. All unstructured data to be instantly searchable. You’ll fall behind if your data can’t be found or it’s in painful dashboards. People expect to extract data from your product with a plain English prompt. 3: Radical Efficiency.

Sales Hiring 317

Sales Hiring Scale AI SaaS 317

User Pilot

APRIL 21, 2024

In SaaS, a customer onboarding dashboard can become a massive product analytics tool to understand and optimize the user journey. But what type of dashboards can you use to analyze your onboarding process? Let’s explore how a customer onboarding dashboard works and see different examples.

Onboarding 105

Onboarding SaaS Metrics Trends 105

User Pilot

FEBRUARY 27, 2024

In-app events give you valuable insights into user behavior. By analyzing these events in your product, you can understand how users engage with your app and make improvements to enhance the user experience. Let’s dig into what in-app events are and how you can leverage them to drive engagement and build better products!

Payment Solutions 105

Payment Solutions SaaS Payments Payments User Experience 105

User Pilot

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. It also fulfills regulatory requirements and provides valuable data that can be leveraged to personalize services.

Banking 105

Banking Onboarding compliance Scale 105

User Pilot

JUNE 4, 2024

Triggering post-event survey questions can significantly boost your response rates and the quality of your user feedback. Let’s explore some post-event survey examples and then explain how you can do it as well! TL;DR Post-event surveys are relevant to the experience that your users are having at the moment. Ease of onboarding.

SaaS 104

SaaS Onboarding User Experience Customer Support 104

User Pilot

AUGUST 22, 2024

This is because the client onboarding process in financial services faces unique challenges. More importantly, we show you how to improve your onboarding and how Userpilot can help. Userpilot offers a range of customer onboarding, feedback collection, and analytics features for financial services and products. What are they?

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

Intercom, Inc.

MARCH 3, 2022

Despite how crucial user onboarding is to increasing customer conversion and retention , it’s still somewhat overlooked or brushed off in many organizations that see it as an item to cross off the checklist as soon as the user becomes a paying customer. Successful user onboarding guides users through a series of “aha!”

Growth Marketing 156

Growth Marketing Onboarding Marketing Consulting 156

User Pilot

AUGUST 30, 2024

Tired of spending big on third-party data providers and not getting the results you want? Say hello to direct data capture! By collecting data directly from your customers, you can cut down on costs, gain accurate insights, and maintain full control over your data. Gather direct data with user interviews.

Data 105

Data Social Media Scale Interviewing 105

User Pilot

AUGUST 21, 2024

If you want to get the data you need without having to collect it first, Heap tracking features can capture in-app events automatically and make retroactive analysis a breeze. Let’s explore: The types of events Heap can track and how to set them up. You need to gather qualitative data as well.

Technical Review 101

Technical Review Underperforming Technical Team Software Review Scale 101

User Pilot

OCTOBER 20, 2024

Onboarding gamification is the key to transforming a dull process into an engaging one. Gamification onboarding and the right user onboarding software can turn your product experience into something enjoyable. To help you get started, we’ve compiled 11 powerful gamification examples to improve your user onboarding process.

Onboarding 102

Onboarding Engagement Software Review Retention 102

User Pilot

SEPTEMBER 30, 2024

We chatted with Tom Ulman, the Chief Product Designer at Reading Eggs, a 3P Learning company, about how they used Userpilot to improve the user onboarding experience. Challenge: Relying on busy developers to build onboarding flows Reading Eggs has two user personas : the learners and their parents. Book a demo to find out more!

Onboarding 105

Onboarding Software Review Development Technical Review 105

User Pilot

JULY 21, 2024

Which SaaS industry has the highest customer onboarding checklist completion rate? You will also learn best practices for designing excellent onboarding checklists! TL;DR An onboarding checklist guides new users through the activities they must complete to discover product value and use it to achieve their goals. Book the demo!

Benchmarks 105

Benchmarks Onboarding Healthcare Metrics 105

Point Nine Land

MAY 11, 2023

The opposite is true — SaaS leaders can leverage their existing customers, data, and expertise to build things that would be much harder to do for new entrants. Today Fin, our GPT-4 powered conversational support bot becomes a full product and our first few hundred customers are onboarding. ʟᴀᴜɴᴄʜ ᴅᴀʏ?Today Hope to see you there !

Generative AI 128

Generative AI AI B2B Software 128

User Pilot

AUGUST 8, 2024

The company realized their current onboarding solutions weren’t adequate, so they decided to give Userpilot a go. TL;DR Challenge : Talana faced difficulties providing effective onboarding and in-app communication for their product. So they looked for a self-serve solution that would enable them to onboard new customers at scale.

Onboarding 105

Onboarding Software Review Technical Review Communication 105

SaaStr

JANUARY 23, 2025

Focus on: Building robust security and compliance (SOC 2, ISO 27001) Automating customer onboarding/offboarding Creating enterprise-grade support processes Developing procurement relationship expertise Having clear data handling procedures 5. Master Enterprise-Grade Operations The operational bar is much higher in enterprise.

Enterprise 244

Enterprise Sales Hiring Scale Outsourced Development 244

SaaStr

JANUARY 25, 2021

Key Considerations from 2020: Look at the data. This past year has taught companies to be more agile, and more observant of the process as they move into the next fiscal year by looking at the data from last year, and current trends. Analyze or re-map your target account identification prioritization.

Scale 227

Scale Technical Review Sales Onboarding 227

SaaStr

FEBRUARY 9, 2023

At SaaStr, our partners are an integral part of our events. In February 2023, we’re heading to Singapore for our first APAC event and we wanted to give a special shout-out to some of the companies that will be there with us! We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 !

Payment Methods 245

Payment Methods Payments Payment Solutions Education 245

User Pilot

AUGUST 26, 2024

Product data capture is essential for SaaS companies looking to understand user behavior, optimize user experiences, and drive product growth. From choosing the right data capture methods to navigating complex tools, SaaS companies must balance the need for detailed insights with the reality of technical constraints.

Outsourcing Services 105

Outsourcing Services Data Underperforming Technical Team Software Review 105

User Pilot

AUGUST 24, 2024

Does the thought of quantitative data analysis bring back the horrors of math classes? But conducting quantitative data analysis doesn’t have to be hard with the right tools. TL;DR Quantitative data analysis is the process of using statistical methods to define, summarize, and contextualize numerical data.

Data Analysis 105

Data Analysis Data Scale Trends 105

User Pilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding. Ready to dive in?

Onboarding 105

Onboarding Strategy Social Media Churn 105

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. Collect only necessary data and keep requests to a minimum on each page.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

User Pilot

AUGUST 30, 2024

It's often the precise insights that come from analyzing quantitative data. But with so many types of quantitative data available, where do you start? In this article, we'll explore various examples of quantitative data + how to collect them and make smarter decisions that keep users engaged. Continuous data.

Data 104

Data Onboarding Churn Retention 104

User Pilot

MAY 29, 2024

Looking for user onboarding teardowns to help you create an onboarding process for your SaaS? TL;DR A user onboarding teardown is an analysis of the onboarding steps and tactics. Userpilot leverages its own tool for onboarding. Groupize gamified its onboarding with an interactive assistant, G.G.

Onboarding 105

Onboarding Social Media Mobile AI 105

User Pilot

JULY 27, 2024

Wondering how data-driven customer segmentation can help your SaaS product grow? TL;DR Data-driven customer segmentation involves dividing your customer base into sub-groups sharing certain characteristics, like age or survey responses. Userpilot offers analytics and feedback features for collecting data necessary to segment users.

Engagement 105

Engagement Data Strategy Systems Review 105

User Pilot

SEPTEMBER 15, 2024

You must use tried and tested frameworks if you want to consistently create compelling onboarding experiences , and that’s where SaaS customer onboarding templates come in. We’ve outlined 11 onboarding templates suitable for the different onboarding stages. What is an onboarding template?

Onboarding 98

Onboarding SaaS Software Review Churn 98

SaaStr

JANUARY 21, 2020

I stole some of my comp from the guy who’s putting on this event, Jason. They come on board and they get an onboarding coach, somebody who is specialized in teaching you the fundamental skills that you need to be successful in the first 90 days of your career. We give them an onboarding buddy. The next one is the well.

Sales Recruiting 325

Sales Recruiting Sales Hiring Scale Sales 325

SaaStr

FEBRUARY 7, 2024

The data above shows it’s a customer acquisition cost on average of $1.05 In outbound, they consider three channels: Email Ads Customer referral The first thing they did to automate was use multiple data vendors to gain a clear overview of their entire TAM. Sales-assisted, product-led growth strategies that close Enterprise leads.

Scale 273

Scale Sales Hiring Strategy Marketing 273

User Pilot

JANUARY 16, 2024

How do you go about onboarding clients to drive your SaaS success? TL;DR Client onboarding is the process of introducing users to the product and teaching them how to use it successfully. A good client onboarding process reduces the time needed to experience product value. What is new client onboarding?

Onboarding 101

Onboarding Retention Scale Engagement 101

User Pilot

FEBRUARY 28, 2024

These tools help with improving retention, enhancing the user experience , and making data-driven decisions. Here are the best funnel-tracking tools to explore: Userpilot is a product growth platform that gives you granular insights into your funnels with heatmaps, custom events, product usage tracking, and more.

Payment Solutions 105

Payment Solutions Data Analysis Software Review SaaS Payments 105

SaaStr

JUNE 21, 2024

You don’t end up saving time because you have to interview different firms and onboard them, and you still have to look through resumes, do back-channel references, take calls with them, and more. So, you should focus on specializing in this concept of implementation, onboarding, or whatever and obsessing over making customers successful.

Sales Recruiting 290

Sales Recruiting Sales Hiring Scale Outsourced Development 290

User Pilot

JANUARY 16, 2024

The customer onboarding process flow chart is a tool that’s essential for optimizing your activation and adoption efforts. TL;DR A customer onboarding process flow chart is a visual tool that outlines the key stages of customer onboarding , aiding SaaS teams in creating consistent and effective onboarding experiences.

Onboarding 105

Onboarding AI Retention Scale 105

User Pilot

AUGUST 21, 2024

The secret lies in first-party data. We’ll provide practical examples and actionable advice that will inspire you to create personalized user experiences based on data. TL;DR First-party data is information you collect directly from your audience or customers. Greater control and ownership over customer data.

Data 105

Data Social Media Interviewing User Experience 105

User Pilot

JANUARY 29, 2024

Data analysis is integral to a product manager’s job – it’s what helps them build impactful products. This article dives deep into data analysis for product managers. User data analysis helps: Provide direction for product development , allowing for effective resource allocation. What is data-driven product management?

Data Analysis 105

Data Analysis Data Management User Experience 105

User Pilot

DECEMBER 7, 2023

Data is the backbone of modern marketing. Thus, properly harnessing data-driven insights is key to achieving product growth and business success. This article explores what data-driven insights are and why they are important. To adopt a data-driven approach, you’ll need to first understand your business goals.

Payment Methods 105

Payment Methods SaaS Payments Data Payments 105

SaaStr

FEBRUARY 21, 2024

Those people will get extra benefits, be integrated into campaigns, and get event invites. There are three types of partners: Ones that bring you leads Ones that make existing customers happier And ones that you can help upsell and expand customers Drata works with companies that store data in the Cloud. Be One of Them If You Can.

AWS 279

AWS Scale Sales Hiring Marketing 279

User Pilot

SEPTEMBER 20, 2024

Let’s face it: qualitative data analysis is vital to understanding why users act in a particular way and how they feel about your product in a way that quantitative product analytics can’t. This article will teach you how to analyze qualitative data to inform product development and improve the product experience. The purpose?

Data Analysis 105

Data Analysis Data Software Review Interviewing 105

SaaStr

FEBRUARY 16, 2022

One of the primary problems that Asthana found — both in his own journey, and the journeys of other founders — was that companies presumed that a product-market fit would take the form of a singular event. He also observed that after product-market fit had been achieved, companies would only ever have to worry about marketing and sales.

Underperforming Technical Team 284

Underperforming Technical Team Company Culture Customer Success Product Marketing 284