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 104

Onboarding Payment Services Customer Success Payment Solutions 104

Stax

JANUARY 8, 2024

For SaaS companies, becoming a payment facilitator (or PayFac) offers a ton of advantages—including but not limited to—boosting retention and profitability while exercising greater control over the customer experience. However, several complex types of risks come along with this. Let’s get started.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

User Pilot

JUNE 8, 2023

Do you want to leverage event data to make data-driven decisions to enhance user experience? Event data allows you to understand your users’ behaviors and needs on a deeper level. It encompasses a wealth of data like user actions, feature usage, and beyond. What is event data?

SaaS Payments 93

SaaS Payments Data Payment Solutions Payments 93

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. It will also guide you through uncovering and harnessing these insights in your SaaS business.

Payment Methods 101

Payment Methods SaaS Payments Data Payments 101

User Pilot

NOVEMBER 30, 2023

Rushing to perform CRO audits without proper planning or a good strategy can skew your data and make you jump to the wrong conclusions. Step 1: Define your conversion points There are several conversion points in SaaS, each action bringing users closer to being paid customers or loyal users of your premium plans.

SaaS Payments 98

SaaS Payments Payment Services Payment Methods Payment Solutions 98

FastSpring

DECEMBER 12, 2022

Many companies that expand globally reach a point where they can’t properly support their international customers with their current payment platform. An international payment gateway can help with some of these issues, but it’s only one piece of the puzzle. What is an international payment gateway? Table of Contents.

Payment Services 122

Payment Services Merchant Services Payment Methods Payment Solutions 122

User Pilot

APRIL 21, 2024

Wondering how to build a conversion path for your SaaS product or e-commerce site? TL;DR A conversion path is a step-by-step process that guides prospects. A good conversion path makes the process frictionless. How to create an effective conversion path Ready to build a successful conversion path for your SaaS product?

SaaS Payments 92

SaaS Payments Payment Services Payment Methods Payment Solutions 92

Stax

MARCH 6, 2024

For businesses offering subscriptions, memberships, retainers, and other recurring services, recurring billing is a powerful solution to streamline processes and ultimately enhance revenue generation. Almost everyone — 98% of consumers —has a streaming service subscription. 98% of consumers have a streaming service subscription.

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

User Pilot

FEBRUARY 25, 2024

The former tracks trends for software users , while a consumer behavior trend mainly refers to online shopping, such as buy-now-pay-later payment methods. Similarly, generative AI applications are helping speed up UX writing and enhance data analytics. Personalized experiences are becoming standard in the SaaS world.

SaaS Payments 103

SaaS Payments Trends Payment Solutions Payment Methods 103

Stax

DECEMBER 4, 2023

For any merchant selling products or services online, it’s always a good idea to allow customers to make payments on their platform itself—instead of redirecting them to a third-party website or gateway. In this article, we’ll discuss everything you need to know about ensuring AML compliance as a payment facilitator (or PayFac).

Merchant Services 88

Merchant Services Payment Services Payfac compliance 88

SaaStr

SEPTEMBER 19, 2023

Many of the fundamental business models that were once engraved in the SaaS playbook are now changing thanks to a tougher macro environment and a maturing market. PST, Stephanie Opdam, Partner at Notion Capital, shares four business model changes that will allow SaaS companies to build resilience and staying power over time.

Business Model 238

Business Model SaaS Payments Payments Headcount 238

Stax

JANUARY 29, 2024

In today’s fast-paced business landscape, efficient and seamless payment processing is paramount to your bottom line. TL;DR A billing platform is a comprehensive system facilitating subscription management, recurring billing, revenue recognition, payment gateways, analytics, and dunning processes.

Stax 88

Stax Payments Payment Services Payment Features 88

User Pilot

MARCH 23, 2023

What are the reasons for customer churn in SaaS? As a SaaS company, your ultimate goal is to retain customers and keep them happy with your product. Reducing churn is critical for SaaS because it cuts back customer acquisition costs and increases customer retention. Why is preventing churn critical for SaaS?

SaaS Payments 98

SaaS Payments Churn Underperforming Technical Team Payment Methods 98

SaaStr

JANUARY 30, 2023

20X year 1⃣ 12X year 2⃣ 5X year 3⃣ #deelspeed @deel [link] — Shuooo (@shuoshuooshuooo) January 23, 2023 When we look at SaaS companies’ success stories, everything looks great on their growth maps. Shuo Wang is the CRO and co-founder of Deel, one of the fastest-growing SaaS companies. Trust the process.

Sales Hiring 219

Sales Hiring Payment Services SaaS Payments Scale 219

User Pilot

DECEMBER 19, 2023

SaaS account management. With the emergence of software-as-a-service (SaaS) companies, the role of account managers has also evolved – and gotten harder. In this article, we will go over the responsibilities of a SaaS account manager and share tried-and-true strategies they can implement to drive product growth.

SaaS Payments 93

SaaS Payments Management Customer Lifetime Value SaaS 93

User Pilot

OCTOBER 31, 2023

Types of free trial models in SaaS: opt-in and opt-out free trials, freemium , free trial after a demo, and free trial with gamified extensions. What’s a free trial in SaaS? Some SaaS companies also offer paid trials , asking users to pay a small fee to test the product. How to choose the right free trial model for your SaaS?

SaaS Payments 91

SaaS Payments Payment Methods Strategy Payment Solutions 91

FastSpring

OCTOBER 31, 2022

When managing international recurring payments, there are three overarching considerations: Staying up to date with local tax laws and transaction regulations Making it really easy for customers to make the initial purchase and sign up for recurring payments Ensuring each subsequent payment goes through.

Merchant Services 78

Merchant Services Payment Features Payment Services Payment Solutions 78

Stax

NOVEMBER 27, 2023

That’s the amount of non-cash payments made in the U.S. Financial crime can take on several faces, including (cyber) fraud, cryptocurrency scams, and money laundering—and companies offering financial services can lose out on serious bucks. in 2021, according to the Federal Reserve. Request Quote What Exactly is KYC? Within the U.S.,

Merchant Services 88

Merchant Services Payment Services Systems Review Technical Review 88

User Pilot

JUNE 30, 2023

Content localization is absolutely essential for SaaS companies. It enables them to reach audiences across the globe to drive market expansion and product growth. Our article provides guidance for SaaS teams on how to effectively localize their content. The process includes translation. Let’s get right to it.

SaaS Payments 92

SaaS Payments Outsourcing Services Payment Solutions Payment Services 92

Stax

JANUARY 17, 2024

Automated Clearing House (ACH) payments are a type of electronic bank-to-bank payment system in the US. Unlike payments facilitated by card networks like Visa or Mastercard, ACH payments are managed by a body called the National Automated Clearing House Association (NACHA). Let’s get started.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

FastSpring

SEPTEMBER 16, 2022

In our first post about our online community , we mentioned launching the Global SaaS Leaders Slack group because we saw a need for the kind of software-and-SaaS-focused community we’d want to be a part of. Our Guiding Principle: Our Software and SaaS Community Must Be Good for You in Order for It to Succeed.

SaaS Payments 124

SaaS Payments Payment Solutions Merchant Services Software Review 124

User Pilot

FEBRUARY 27, 2024

These goals can be tracking conversions from trial to paid users and ensuring data collection is aligned with your success metrics. Selecting an analytics tool that supports in-app event naming and tracking is crucial for capturing data on user engagement and server-side interactions. How to track in-app events?

Payment Solutions 103

Payment Solutions SaaS Payments Payments User Experience 103

User Pilot

OCTOBER 15, 2023

Conversion rate is one of the most important metrics to track in SaaS, and that’s why conversion rate optimization is an essential focus for growth in any business. TL;DR A SaaS conversion rate refers to the percentage of visitors who take a desired action on the website or in-app. What is the SaaS conversion rate?

SaaS Payments 102

SaaS Payments Payment Methods Payment Solutions Payments 102

User Pilot

JANUARY 27, 2023

As a SaaS product manager , how do you give users a chance to experience your product value? So why not look at our 15 B2B SaaS free trial best practices that will help you boost your conversion rates? In contrast, freemium requires no payments whatsoever but offers limited functionality. Or are your trials paid?

SaaS Payments 97

SaaS Payments B2B SaaS Payment Solutions 97

User Pilot

APRIL 3, 2024

Data-driven decision-making in product-led innovation uses data to guide product development , ensuring decisions enhance customer success. Choose the right monetization model that aligns with your product’s value and user payment willingness. Continuous improvement, guided by user feedback and data analysis, is vital.

Innovation 96

Innovation Payments Strategy Payment Solutions 96

Tom Tunguz

MARCH 28, 2021

UIPath, leaders in the Robotic Process Automation (RPA) category, filed their S-1 last week , revealing an impressive business. Some examples include streamlining customer onboarding. Robots read pdfs that customers provide and input that data into other computer systems.

Payment Services 359

Payment Services Metrics Payment Solutions Payments 359

User Pilot

FEBRUARY 22, 2024

Provide great customer service to improve customer experience and make your products stand out. Incorporate secondary onboarding to bring hidden features of your product to light and ensure higher customer satisfaction. Why is retaining customers important in SaaS? What is a good customer retention rate in SaaS?

SaaS Payments 52

SaaS Payments Payment Methods Strategy Payments 52

User Pilot

JULY 27, 2023

Confused about trying to understand SaaS roles? SaaS companies have many moving parts, and it can be difficult to determine who does what. TL;DR SaaS, or “Software as a Service,” is a business model that delivers centrally hosted software to subscribers over the internet. What is a SaaS business model?

Sales Hiring 98

Sales Hiring SaaS Payments Sales Recruiting CTO Hire 98

User Pilot

JULY 20, 2023

TL;DR Voluntary churn happens when customers cancel or downgrade their subscriptions while involuntary churn happens when a customer can’t continue using a service for reasons that are partially or entirely out of their control, most of the time related to payment processing issues. Poor onboarding. Bad customer service.

Churn 93

Churn SaaS Payments Payment Solutions Payments 93

User Pilot

FEBRUARY 21, 2023

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. There’re four phases for user adoption: 1) The AHA moment; 2) The activation stage; 3) Secondary onboarding; 4) Brand advocacy. But how does user adoption impact your business?

SaaS Payments 90

SaaS Payments Strategy Payment Solutions SaaS 90

SaaStr

NOVEMBER 21, 2022

An ICP aligns your product, sales, marketing, service, and executive teams to all focus on your highest-value accounts. Brex then scaled its payments business quickly. Then, it built an entire ecosystem around it, soon launching Shopify payments, an embedded payment tool that quickly became the largest piece of the business.

Payments 178

Payments Payment Methods Embedded Payments Scale 178

User Pilot

JUNE 20, 2023

It is also one of the central goals of the user experience design process. TL;DR User trust is a form of faith users have that your product or service will match their needs without compromise. Performing usability tests at different phases of your design process to help you identify and fix design problems.

Payment Methods 97

Payment Methods SaaS Payments Strategy Payment Services 97

User Pilot

MAY 14, 2021

Growing numbers of SaaS companies are adding an onboarding survey to their customer sign-up flows. But what distinguishes a good onboarding survey from other types of business intelligence? What types of questions should SaaS include, and why? What is an onboarding survey? Sample questions for onboarding surveys.

Onboarding 52

Onboarding SaaS Payments SaaS Underperforming Technical Team 52

User Pilot

JULY 4, 2023

Are you in need of credible Typeform alternatives for your SaaS website? Whether you’re collecting data for new customer signups, gathering user feedback , conducting customer success surveys, or anything else, an online form builder is a very useful tool to have in your toolbox. Let’s begin!

Payments 83

Payments Payment Methods SaaS Payments Payment Solutions 83

User Pilot

FEBRUARY 7, 2024

Your SaaS product’s free trial conversion rate is one of the most important growth metrics to track. There are four types of free trials in SaaS: opt-in, opt-out, freemium, and reverse. An opt-in free trial allows users to experience the product for a limited time without sharing their payment details. Evaluating PMF.

SaaS Payments 52

SaaS Payments Payments Payment Solutions Scale 52

CustomerSuccessBox

APRIL 7, 2022

And, of course, in remote customer onboarding! Read on to know how remote customer onboarding can do so many things that you never thought could have been possible! Every customer success team during the onboarding, buzz around the term “Early value”, the question is how does it all start and even delivered?

Onboarding 52

Onboarding SaaS Payments Payment Methods Scale 52

User Pilot

MAY 23, 2023

In this article, we’re going to unpack how AI customer experience can completely transform how people engage with your SaaS. Using AI and machine learning within your SaaS can bring huge benefits. There are a huge number of examples to draw from across the SaaS world. AI can greatly improve the customer experience.

Artificial Intelligence 93

Artificial Intelligence AI SaaS Payments Payment Solutions 93