User Pilot

JUNE 28, 2023

Sustaining user engagement throughout the entire onboarding process can feel like a task only large teams can achieve. Introducing core features, driving user activation, and maximizing retention rates after the user onboarding experience will all impact the user journey moving forward.

Onboarding 70

Onboarding SaaS Payments Payment Services Payment Solutions 70

Sales Hacker

AUGUST 23, 2021

One day, one of our new sales reps was looking at our prospecting dashboard. He noticed that we assign organically scheduled demos to an admin user in the system, called “SFDC1 ADMIN1”. We explained that it’s not actually a person, it’s just the account we assign organically scheduled demos to. “So You search for the demo.

Sales 98

Sales compliance Forecasting Data 98

Sales Hacker

SEPTEMBER 2, 2021

Product-led is cool, and we have a desire to move away from sleazy sales tactics, don’t we? Contrary to popular belief, being product-led doesn’t automatically mean you’re anti-sales. They make the product experience better – especially when it comes to onboarding users. If you think they don’t have a sales team, you’d be wrong.

Onboarding 95

Onboarding Sales Hiring Sales Consulting 95

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Onboarding 85

Onboarding Strategy Technical Review Software Review 85

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

SaaStr

JULY 9, 2021

Q: What are the common mistakes in the sales process that may lead to customer loss? In SaaS, the prospect is expecting the sales rep to be their guide, their expert on the product. The best sales reps listen and hear what the prospect’s problem is in the space — and use the product to design a solution. Over-qualifying.

Sales Hiring 240

Sales Hiring Sales Pricing Onboarding 240

User Pilot

JUNE 20, 2023

Looking to level up your user onboarding knowledge with onboarding books? An exceptional user onboarding experience can make all the difference for your SaaS company's growth. Onboarding books can offer you the knowledge and insights necessary to craft a remarkable onboarding process. But where do you begin?

Onboarding 81

Onboarding VP of Engineering SaaS Consulting 81

Intercom, Inc.

MAY 8, 2019

With the release of Product Tours , our new feature for building interactive guided flows, all the critical capabilities you need for onboarding new users are now available in a single platform, Intercom. Furthermore, the possibilities for customizing your onboarding experience are endless when you take into account our app integrations.

Onboarding 171

Onboarding Churn Benchmarks Data 171

Intercom, Inc.

FEBRUARY 20, 2018

A well considered and well maintained onboarding funnel will grow your business. Unfortunately, while these patterns can be very helpful to new users, this is where many onboarding experiences begin and end. All too often, onboarding is a finite project that’s owned by a single team (probably product or growth) and has a due date.

Onboarding 223

Onboarding Systems Review Education Software Review 223

SaaStr

FEBRUARY 28, 2022

A few ideas on how to help the sales team make this your best year so far: Hire dedicated sales / revenue ops. Many of you will have little to no dedicated help in sales operations , even up to $10m ARR or beyond. If that’s you, or your VP of Sales, or even your VP of Marketing … it can sort of work for a while.

Scale 241

Scale Sales Hiring Sales Enterprise 241

SaaStr

FEBRUARY 10, 2021

Your new client onboarding process could be that chance. When you deliver an exceptional experience during the onboarding process, you build trust that will last far beyond the initial project or implementation. If that initial onboarding experience isn’t good, it leaves a bad taste in everyone’s mouth. Of course you are!)

Onboarding 172

Onboarding Customer Success Sales Software 172

SaaStr

MAY 5, 2022

What are some of the foundational ways sales leaders can think about building their sales teams as their company continues to expand and grow? There’s no shortage of ways to tackle this challenge, but one thing is clear: build sales teams thoughtfully and intentionally. Principle #1: Ownership is Key.

Scale 210

Scale Sales Hiring Scaling Sales 210

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

SaaStr

DECEMBER 30, 2020

There’s a set of questions I get asked all the time: Should you pay sales reps on renewals? Should you pay sales reps on upsells a long time down the road? Should you pay sales reps on … ? I am a huge proponent of paying sales professionals well. for the sales team. Pay closers on closing. Not renewing.

Scale 226

Scale Sales Hiring Sales Scaling 226

User Pilot

MARCH 25, 2021

As with any Free Trial vs Demo debate, the most immediate answer you can expect is “It depends.”. That is why we would recommend a mix of both a Free Trial and a Demo sales model when you are an early-mid staged company. What You Need To Know About Free Trial vs Demo. When should SaaS businesses consider demo vs trial?

Scale 83

Scale Underperforming Technical Team Software Review Outsourced Development 83

SaaStr

APRIL 28, 2023

Typically, sales leaders are the primary focus of CRO Confidential, but increased demand for this concept of founder-led sales lands us in front of a new and powerful productivity startup called Roam. Roam also uses a contrarian top-down approach to onboarding, which you often don’t see in productivity.

Scale 189

Scale Sales Hiring Sales Business 189

SaaStr

JANUARY 17, 2023

Sales-led vs. product-led is a hot topic right now, and Jason Eubanks, Chief Revenue Officer of Harness, shares the answer during this week’s Workshop Wednesday — held every Wednesday at 10 a.m. What’s his response to startups figuring out which strategy to begin with, product-led or sales-led? “It How do you achieve both?

Startup 216

Startup Sales Sales Funnel Education 216

SaaStr

OCTOBER 25, 2023

For part one of this Ask Me Anything session, Jason covers everything you need to know about hiring your first VP of Sales, what he really thinks about AI, what the future of lead generation in 2024 looks like, and much more. When asked what the best product is that Sacks has seen, he said there are a lot of good demos.

Scale 232

Scale Sales Hiring AI Sales Recruiting 232

User Pilot

MAY 29, 2024

Cuvama, a value selling platform, helps sales and customer success teams identify pain points, sell outcomes, and reinforce success. TL;DR Challenge : Cuvama found it difficult to use Pendo for its onboarding and analytics needs due to its complex configuration and difficult interface. Things looked brighter just from the demo call.

Software Review 82

Software Review Onboarding User Experience Engineering 82

SaaStr

OCTOBER 30, 2021

I asked Aasif Osmany to share his learnings as a top-performing SMB VP of Sales, below. While at Gorgias, I expected to leave with as much knowledge to earn me an honorary bachelor’s in sales. On my second day of work, I was fully immersed in the sales pipeline and conducting demos for new prospects alongside the CEO.

Scale 253

Scale Sales Hiring Sales SMB 253

Intercom, Inc.

FEBRUARY 20, 2018

A well considered and well maintained onboarding funnel will grow your business. Unfortunately, while these patterns can be very helpful to new users, this is where many onboarding experiences begin and end. All too often, onboarding is a finite project that’s owned by a single team (probably product or growth) and has a due date.

Onboarding 162

Onboarding Systems Review Education Software Review 162

SaaStr

JULY 19, 2023

How many qualified opps are there per sales rep? How long is the onboarding cycle for a new customer? One way to get a clear insight into your demand gen environment is to examine the number of opps created per AE and then pull up sales reps calendars. Is it demo quality? Do you need sales training? PMF issues?

Revenue 205

Revenue Acquisition Technical Review Systems Review 205

SaaStr

JANUARY 21, 2020

Justin Welsh, former SVP of Sales at PatientPop explains how he started in SaaS in 2009 as the second sales hire at Zocdoc. Justin used Sales Culture to grow a successful PatientPop team to 140 employees and 55 million in revenue. Justin Welsh | SVP Sales @ PatientPop. I was a local sales manager or regional manager.

Sales Recruiting 254

Sales Recruiting Sales Hiring Scale Sales 254

Andreessen Horowitz

FEBRUARY 8, 2024

But building a sales compensation plan that both aligns your sales team’s compensation with your customers’ objectives and recruits top salespeople can be incredibly difficult in usage-based pricing. Determine where your sales team makes your customers more successful In usage-based pricing, value = usage.

Compensation 79

Compensation Sales Recruiting Sales Systems Review 79

Incredo

JANUARY 14, 2020

What just happened is that you entered another SaaS company’s sales funnel. Let’s jump on a free call How to setup your SaaS sales funnel? image source Some SaaS companies tend to overcomplicate their SaaS buyer journey. Funnel ends not when the sale is closed but when your customer refers you.

Sales Funnel 239

Sales Funnel SaaS Sales Social Media 239

Sales Hacker

OCTOBER 5, 2018

Sales onboarding – every company does it, but few do it as well as they’d like. According to a report from The Sales Management Association, 62% of companies consider themselves to be ineffective at onboarding. RELATED: The Beginner’s Guide to Agile Sales Management. 4 Steps of Agile Onboarding.

Onboarding 81

Onboarding Sales Hiring Underperforming Technical Team Sales 81

Sales Hacker

AUGUST 14, 2019

Here, Shane closes out his product demo of Klue with Caitlin, his prospect at OpenGov. This is just our honest appraisal of a real sales demo from a real rep! He also made clear what he needed from his prospect, so he could get Caitlin into Klue and onboarded quickly. Need to catch up? Closing & Next Steps.

Pricing 48

Pricing Onboarding Sales Business 48

SaaStr

NOVEMBER 23, 2019

If you have a good sales team, they are leaving nothing on the table. If they aren’t — you need a new VP of Sales). Whatever great work the sales team did in 2017 will be 100% behind them on Jan 2. A few ideas: Hire dedicated sales ops. Many of you will have little to no dedicated help in sales operations.

Scale 221

Scale Sales Hiring Sales Investment 221

User Pilot

MAY 16, 2022

Product-led onboarding is something of a revolution in the SaaS industry. It’s not a ‘hack’ or a quick fix: it’s a mindset shift in how you approach your user onboarding process. As you’d expect, different SaaS companies adopt slightly different approaches around product-led onboarding.

Onboarding 87

Onboarding Customer Success Scale Strategy 87

User Pilot

MARCH 7, 2022

A smooth onboarding process is like the key to a puzzle. The sales team then does its part to entice the prospect to sign up. Onboarding customers is crucial to developing a long-term relationship with them and ensuring their loyalty to the business. Customer onboarding helps customers realize the full value of the product.

Onboarding 83

Onboarding Engagement Payment Methods SaaS Payments 83

Kellblog

OCTOBER 16, 2023

When a company is transitioning from founder-led sales (FLS) to sales-led sales (SLS), you hear the word “playbook” a lot. Many companies will tell you how to make a sales playbook. Per Pipedrive: A sales playbook is a document that outlines your sales processes, procedures, and best practices.

Startup 90

Startup Sales Sales Enablement Leadership 90

SaaStr

DECEMBER 20, 2023

So to serve both segments at the simultaneously, ZoomInfo has been rolling out a Product-led sales motion, that gives the ability for an SMB customer to sign up directly on their website for a free trial and grow into a paid customer, without ever having to talk to an sales rep or go through a demo process.

New CTO 240

New CTO Scale Sales Hiring AWS 240

User Pilot

MAY 7, 2024

Appcues – best product adoption software for user onboarding. Whatfix – best product adoption platform for employee onboarding. Walnut – best interactive demo software for driving product adoption. Book a Userpilot demo today to learn more about how it can help you understand your users and drive adoption.

Software Review 89

Software Review Software Scale Onboarding 89