BetterCloud

JUNE 9, 2025

You’re not alone in thinking your SaaS subscriptions have grown faster than your understanding of them. However, this very ease and flexibility have contributed to a fragmented landscape where different teams and individuals can onboard new tools without centralized oversight, leading to a complex web of subscriptions.

SaaS

User Pilot

JULY 10, 2025

I’ve tested a ridiculous number of SaaS products over the years, which means I’ve ended up in just as many onboarding sequences. Save your seat: [CTA] Hope to see you there, [Product Name] Team Side note from me: If you use signup forms in your onboarding process , you can get your pain points from those forms. Let’s get you moving.

Onboarding

BetterCloud

DECEMBER 4, 2024

Coffee is definitely an experience and with five different blends,the whole IT department can blind test and rate the blends. This subscription costs $21.95 With BetterCloud, your IT pro can automate employee onboarding & offboarding , license reclamation, spend management, application access, and entitlement.

Payment Features

Chart Mogul

OCTOBER 23, 2024

It’s the foundation of every team’s activities, from onboarding to performance reviews to upskilling efforts. You’ll need to establish a regular cadence to refresh your ICP and work together across teams, using real data and examples to create a clear and unified definition that everyone follows. And it’s always evolving.

Scale

Sales Hacker

DECEMBER 6, 2024

Onboarding? Chasing down invoices?… The key takeaway: start with a crystal-clear definition of the function’s scope and avoid introducing unnecessary complexity too early in your journey. There is also a huge amount of ambiguity and conflation around CS roles and what specialization even means. Is itpre-sales?

Customer Success

How To Buy Saas

MARCH 17, 2025

You can start using email templates, log customer interactions, and track leads immediately, with no subscription fee. But its sweet spot is definitely for companies leveraging Google it feels very native in that ecosystem. For a small business, this means quick onboarding and adoption you can get the team using it with minimal fuss.

Software Review

Sales Hacker

JANUARY 28, 2025

So I feel like I’ve seen a lot and done a lot, but, um, starting a company is definitely hard. She needs to onboard Piper. You spend, you spend four months training them and onboarding, then you set them loose. You’re constantly training and constantly onboarding and constantly recruiting. Into qualified.

Sales Hiring

User Pilot

MARCH 30, 2025

Clearly identify what ‘engagement’ means for your app There’s simply no universal definition or metric for “user engagement.” Related business outcomes: Increased subscription revenue, higher conversion rates , and referral growth. Subscription conversion rate. Next, identify key touchpoints (e.g.,

Mobile

User Pilot

MAY 30, 2025

Subscriptions? This gap between user behavior and intention creates massive blind spots, which can be fixed with user feedback and qualitative data: Users complete onboarding (positive metric) while feeling confused and planning deletion (negative intention). What directly drives revenue? In-app purchases? Premium upgrades?

Payment Solutions

User Pilot

APRIL 16, 2025

Upgrading a subscription ( converting to a higher plan ). Simplify the onboarding experience As first-time users pour into your app, your conversion rate optimization strategy should shift focus to your onboarding process. Now, theres just one trick to good onboarding: keep it short and simple.

Payment Solutions

Intercom, Inc.

FEBRUARY 22, 2018

If your product is to survive and your business is to grow, improving your user onboarding must always be top of mind. First, onboarding is the one thing that every user of your product experiences. Secondly, just as Ruairí wrote recently , your onboarding strategy must adapt over time as your product and business evolve.

Onboarding

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

Stax

JUNE 18, 2024

Subscription models offer companies large and small the opportunity to build predictable revenue and high customer lifetime value. But managing subscriptions effectively and freeing up time and resources for expansion is no picnic. In a subscription business model, customers pay a recurring fee in exchange for a product or service.

Payment Features

Payrix

FEBRUARY 4, 2025

For example, for a roofing contractor company, the software would act as the master merchant, setting up the infrastructure for contractors (sub-merchants) to receive payments from customers. This model allows sub-merchants to focus on their core activities while benefiting from streamlined access to payment services.

Merchant Services

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. Consider this: Consumers are already conditioned to the subscription model. Learn More What is Recurring Billing?

Merchant Services

FastSpring

JANUARY 5, 2021

Regardless of your professional motivations, billing and invoicing is a vital part of any successful business. Good billing and invoice software will simplify your life by automatically doing all this math for you. So, your comfort level with billing and invoicing will determine the type of layout and functionality you prefer.

Payment Methods

User Pilot

NOVEMBER 27, 2023

Improve business valuation Your company’s valuation is tied closely to its revenue performance, especially because you’re a subscription business. It encompasses expenses related to marketing, sales, and any other activities involved in attracting and onboarding new customers. How to calculate CAC. How to calculate MRR for your SaaS.

Payments

FastSpring

OCTOBER 13, 2020

This may be true in romance, but it’s definitely not true in business. Optimize Your Onboarding Process to Deliver Value Quickly. Onboarding is your opportunity to teach a new customer how to successfully use your product. The more you invest in your onboarding process, the more retention you will see over time.

Retention

Intercom, Inc.

JULY 1, 2019

The new SaaS model is subscription revenue-driven, which begs the question: what is a conversion today? It’s not just SaaS; subscriptions are taking over. And that’s not even the only one from Japan; there’s actually at least 18 different Japan subscription boxes. ” And that’s probably the biggest shift.

Retention

Chart Mogul

FEBRUARY 11, 2020

Customer Onboarding' is an umbrella term that's often used to describe the entire process that users go through when they start their journey as a customer of your product or service. The onboarding experience can define the ongoing relationship your customer has with the product. This is where customer onboarding comes into play.

Onboarding

Intercom, Inc.

OCTOBER 3, 2019

On this week’s show, we catch up with email marketing strategist, Val Geisler, as she walks us through some practical emailing tips, her process for onboarding, and why she likens career progression to a spiral staircase. Think about onboarding like you’re hosting a dinner party. The dinner party approach to onboarding.

Onboarding

Intercom, Inc.

JANUARY 16, 2020

Andrey: Definitely that was the case, but on the other side we try to follow our users and usage patterns in the product. “We decided to switch to a team based subscription model which became a huge driver for our growth back in the day. Andrey: Onboarding is something that we constantly change.

Consulting

User Pilot

JANUARY 17, 2022

When designing an onboarding system , it’s more efficient to look at the product onboarding best practices established by other businesses than it is to try to do it all alone. To help out with this here are some of the best practices you should keep in mind when building your user onboarding process. Subjective process.

Onboarding

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

Onboarding

User Pilot

JUNE 27, 2024

You will also discover onboarding strategies to boost the activation rate and learn how Userpilot can help you with that! Gathering user data gradually over time, rather than overwhelming users with extensive initial surveys , can enhance the onboarding experience. Not to mention paying subscriptions. How to calculate it?

Benchmarks

User Pilot

FEBRUARY 2, 2022

Perhaps the most common app onboarding design problem is trying to build your entire onboarding process from scratch. It’s much smarter to study app onboarding best practices and work with onboarding software that will massively reduce your labor time. What is app onboarding? Book a Userpilot demo today!

Payment Solutions

Chart Mogul

MARCH 30, 2020

So you're building an awesome subscription business — great! Billing is the lifeline of your subscription business. Subscription management platform (optional). A subscription management platform can effectively drive a lot of the pricing model of your product – before we even get to the payment transaction.

Payment Solutions

ProfitWell

SEPTEMBER 14, 2020

Whether it's onboarding a new employee, promoting an existing one to a new responsibility, or removing one who has left the company, changes in who is allowed to access software are a routine part of business. Like all SaaS operations management software, it also gives you full capability to manage SaaS subscriptions and user access.

Software

Blulogix

JANUARY 5, 2024

Key Definitions in Subscription Billing: Demystifying the Jargon By BluLogix Team Welcome to the fourth installment of our comprehensive guide on selecting the right subscription billing platform. Before we go much further, let’s go deep into essential definitions and concepts in the world of subscription billing.

Subscription

User Pilot

APRIL 30, 2024

Personalized onboarding reduces time to value. Checklists are a powerful onboarding tool. This increases the likelihood of subscription renewals and upgrades. For example, your activation and onboarding completion rate may be lagging, so your focus will be on improving onboarding. You get the drift.

Underperforming Technical Team

User Pilot

AUGUST 31, 2023

New customers bring in subscription fees, licensing charges, or usage-based payments, which are the lifeblood of SaaS businesses. Conversion The conversion stage is where potential customers make the decision to upgrade from a trial or freemium account to a paid subscription. What is the purpose of customer acquisition in SaaS?

Acquisition

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. How to increase customer value during onboarding with Donna Weber. Let me go back to my six-stage onboarding framework.

Scale

User Pilot

APRIL 30, 2024

For example, personalized onboarding reduces time to value. Develop personalized onboarding experiences for all personas. Back them up with onboarding emails. Use secondary onboarding to introduce advanced functionality and maximize the full product potential. Then, map their customer journeys.

Strategy

User Pilot

SEPTEMBER 4, 2024

This actionable metric shows the percentage of trial users who convert to paid subscriptions. It provides insights into the effectiveness of your onboarding process and the attractiveness of your product value proposition. Instead, focus on the trial-to-paid conversion rate. It also has a direct impact on your business performance.

Product Marketing

User Pilot

JANUARY 9, 2024

Research operations managers are in charge of strategic planning, resource allocation, software acquisition, participant management, employee onboarding, creating SOPs, and fostering collaboration. Employee onboarding/training. This could include hands-on training as well as the distribution of training material.

Interviewing

Sales Hacker

NOVEMBER 15, 2017

With the rise of AI, new sales technology and automation at the forefront of the sales echo chamber these days, we thought we’d take a moment to bring it back to BASICS – that’s why we’ve rounded up this complete glossary of sales terms and definitions to help you remember where it all started. Onboarding.

Scale

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. Nico: Definitely. Nico: Definitely.

Scale