SaaStr

MARCH 16, 2025

And just like product development, they take time to mature into something stable and reliable. Create systems that can onboard quickly when you find successful channels. Alex Rosenblatt, CMO at Datadog who joined as their first go-to-market employee and stayed for over eight years, learned this lesson the hard way. The problem?

Scale 233

Scale Sales Hiring Scaling Marketing 233

SaaStr

JULY 11, 2025

When your product can demonstrate immediate, measurable value to prospects—often within minutes of first use—you don’t need armies of sales development reps to nurture leads through months-long evaluation cycles.

Scale 179

Scale AI Headcount Sales Hiring 179

SaaStr

JANUARY 23, 2025

Look for an innovative enterprise customer who: Is willing to be a development partner Has clear needs you can solve today Will give you access to testing environments Can help shape your roadmap The goal isn’t to build custom features – it’s to deeply understand enterprise requirements and bake them into your core product.

Enterprise 244

Enterprise Sales Hiring Scale Outsourced Development 244

SaaStr

JULY 10, 2025

Plan to spend at least two weeks of intensive training, just like onboarding a new hire. We developed what we call “The Four C’s” for pre-call research: Chat : What did they discuss with our AI? What We’re Looking to Do Next We’re literally onboarding two more AI sales tools this week. The upside?

AI 224

AI Scale Sales Hiring Underperforming Technical Team 224

SaaStr

JULY 22, 2025

Later, you can develop formal training processes, but in the beginning, your involvement is critical. Invest in Sales Ops Early : Once you have 8-10 salespeople, you’ll need a Sales Ops/Enablement professional to manage training, onboarding, territories, and compensation plans, unless your VP Sales happens to be great at this.

Sales Hiring 169

Sales Hiring Underperforming Technical Team Scale Technical Review 169

SaaStr

MARCH 9, 2025

Previously, he led design teams at LinkedIn where he built recommendation products for product onboarding and developed AI chatbots. .” Bios: Steven Shu, Chief Product Officer at Calendly Steven brings over 8 years of AI expertise to Calendly. The Cold Start Problem with AI in SaaS We’re all trying to figure out AI.

AI 195

AI Scale Education User Experience 195

User Pilot

OCTOBER 31, 2024

A product analytics strategy is essential for any business looking to make informed decisions about product development and user experience. Plus, there are many reasons why you need a product analytics strategy: Aligns product development with user needs and business goals. How to build a product analytics strategy?

Strategy 105

Strategy Underperforming Technical Team Government Customer Lifetime Value 105

SaaStr

MARCH 18, 2025

A Philadelphia native, Colin started his professional career as a Business Development Representative (BDR) 14 years ago and worked his way up to his current role as CRO. ” This distributed structure created intentional communication patterns that might not have developed in a single office.

Scale 179

Scale Sales Hiring Scaling Headcount 179

User Pilot

JUNE 30, 2025

Video onboarding can be the solution you need when text-only tutorials are driving your users away. Text-heavy onboarding flows can overwhelm new users, leading to increased support tickets and slower activation. So you can build successful onboarding experiences that we know will increase user activation.

Onboarding 66

Onboarding SaaS AI Engagement 66

User Pilot

DECEMBER 30, 2024

While the product adoption platform offers decent user onboarding and engagement features, it lacks advanced analytics capabilities and is quite expensive. Overview of Chameleon Chameleon is a no-code user onboarding platform that lets SaaS teams create in-app experiences to engage and retain users. Onboarding checklists in Userpilot.

Software Review 105

Software Review AI Search Pricing Onboarding 105

Stax

JUNE 18, 2025

Vertical SaaS companies often focus on developing solutions for complex or underserved industries that have typically been ignored by bigger software companies. these software companies are able to develop deep expertise in those niches. Onboarding becomes repeatable. Since vertical SaaS platforms are niche-focused (e.g.,

Merchant Services 167

Merchant Services SaaS Payments Payment Services Payments 167

User Pilot

DECEMBER 31, 2024

In contrast, other similar tools typically focus on one specific area of the digital adoption process, whether its user onboarding, product analytics, or employee training. In fact, it was first created as an analytics tool, and only in recent years has it also developed an engagement suite. Pendo vs. Userpilot. Customer testimonial.

Technical Review 105

Technical Review Underperforming Technical Team Software Review Onboarding 105

SaaStr

DECEMBER 5, 2024

Marketing teams are using AI-powered platforms for tasks such as: Promotional content development: ad creative and copy Content development: creating clips from longer form content, etc.

AI 273

AI Software Data SaaS 273

ChurnZero

NOVEMBER 26, 2024

A description of the initial training and onboarding process. Develop and execute comprehensive onboarding and training programs tailored to the unique needs of mid-market and enterprise customers. Utilize data-driven insights and customer feedback to develop innovative solutions and drive product improvements.

Technical Review 52

Technical Review Sales Recruiting Customer Success Sales Hiring 52

Buffer Resources

AUGUST 2, 2024

” Twitter is funding a small independent team of up to five open source architects, engineers, and designers to develop an open and decentralized standard for social media. The goal is for Twitter to ultimately be a client of this standard.

Social Media 114

Social Media Underperforming Technical Team Government Blockchain 114

SaaStr

APRIL 28, 2025

Product Will Need to Be More Self-Serve As AI handles more of the sales and onboarding process, there will be increased pressure to make products truly self-deployable. Companies will need to invest more in seamless onboarding, intuitive UX, and automated implementation to match the efficiency of their AI sales process.

AI 238

AI Underperforming Technical Team Sales Technical Review 238

USIO

JUNE 9, 2025

At its core, a Payment Facilitator is a master merchant that onboards and manages sub-merchants under its own payment umbrella. In plain English: You, as the platform, take full responsibility for underwriting, onboarding, monitoring, and settling payments for your customers. First, What Is a Payment Facilitator (PayFac)? With PFaaS?

Payment Services 130

Payment Services Merchant Services PayFac as a Service SaaS Payments 130

Chart Mogul

JANUARY 9, 2025

The beginnings of a sales playbook Develop a place where you can store fungible assets that help you throughout the sales process. Only when you have developed a keen understanding of your customers needs can you earn the right to ask questions about their decision-making process.

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

USIO

JUNE 24, 2025

Best-in-Class Support : Dedicated onboarding specialists, U.S.-based Stripe Stripe is widely admired for its developer tools, API depth, and brand power. ISV onboarding is solid. Support Rating: 4/5 Strong onboarding and partner communication. Support : Developer-first documentation is excellent.

Payments 100

Payments Payment Services Embedded Payments Merchant Services 100

USIO

FEBRUARY 19, 2025

Usio PayFac-as-a-Service Without the Drama Best for: SaaS companies that want revenue share, fast onboarding, and actual human support. Payrix Flexible, but Bring a Developer (or Five) Best for: SaaS companies willing to invest developer time into embedded payments. Want revenue share and fast onboarding?

PayFac as a Service 179

PayFac as a Service Merchant Services Payfac Payments 179

USIO

JULY 1, 2025

What once required months of development, multiple vendors, endless compliance headaches, and the patience of a saint… can now be handled with a few lines of code and a supportive partner who gets it. Whether it’s onboarding, training, or long-term optimization, we’re here for the long haul. You’re not alone. That’s where we come in.

Payments 130

Payments Embedded Payments Payment Services SaaS Payments 130

User Pilot

JANUARY 2, 2025

Its purpose is to collect data necessary to personalize the onboarding experience by highlighting relevant features or resources for each user type. The survey aims to better understand users workflows and help prioritize product development initiatives, like new integrations, that add the most value to its users.

Scale 102

Scale Churn Underperforming Technical Team Scaling 102

User Pilot

JUNE 30, 2025

User onboarding is not a one-person job. We have to oversee how we’re engaging customers , how we’re structuring emails in our onboarding sequence, and what user experience we’re providing once they’re on the app. Based on my experience, here are a few onboarding email templates that I believe can serve as inspiration!

Onboarding 52

Onboarding Engagement Education Customer Success 52

Stax

JUNE 3, 2025

Scales with your business Whether you’re onboarding your first customer or your thousandth, SaaS platforms can grow with you. SaaS vs PaaS While SaaS provides complete software solutions, PaaS (Platform as a Service) offers the tools and environment developers need to build, test, and deploy their own applications.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

User Pilot

OCTOBER 19, 2024

Satisfaction in SaaS, therefore, isn’t simply about developing a nice product and launching it in the market. For example, when new users begin using your product, you can launch a welcome survey to understand their needs and tailor their onboarding experience accordingly. It makes customers feel welcomed and supported.

Business 111

Business Underperforming Technical Team Customer Lifetime Value Systems Review 111

User Pilot

NOVEMBER 7, 2024

Product demos can be used at various stages in the customer journey, such as on your website to engage potential customers, in email campaigns to nurture leads, during sales calls to provide a “try before you buy” experience, and for customer onboarding to help new users get up to speed quickly.

Payment Methods 103

Payment Methods Payment Solutions Software Review SaaS Payments 103

SaaStr

MAY 29, 2025

Revenue teams that aren’t AI-native by 2025 will find themselves competing with fundamentally more efficient organizations that can invest more in marketing, product development, and customer success while maintaining superior sales productivity. The result?

Sales Hiring 231

Sales Hiring Underperforming Technical Team AI Scale 231

USIO

JUNE 27, 2025

Instead, you can trigger transactions, onboard users, pull reports, verify bank info, and automate disbursements—all in real time, all from your platform. Does API Make Onboarding Easier? Onboarding delays cost time and revenue. No manual data entry. No switching between systems. How Does API Help Automate the Repetitive Stuff?

Payment Solutions 130

Payment Solutions Payment Services Payments Payment Features 130

User Pilot

MARCH 9, 2025

E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Suppose you learn that your new users’ primary job-to-be-done is “quickly onboarding.” But the tool’s complicated features make it harder to learn, resulting in slower onboarding.

SaaS 83

SaaS Social Media Interviewing Software Review 83

Stax

MARCH 16, 2025

A lack of onboarding Onboarding is critical when it comes to successful user adoption of a new product. If they lack the guidance and support they need for onboarding, then they are more likely to abandon your software from the beginning and go to another provider that offers them ample onboarding materials.

Payment Solutions 88

Payment Solutions Software Review Churn SaaS Payments 88

SaaStr

FEBRUARY 25, 2025

Teams can divide and conquer across different tracks, then reconvene to share insights and collaboratively develop action plans. From optimizing your sales process to improving customer onboarding or refining your pricing strategy, the tactical takeaways often deliver ROI that far exceeds the cost of attendance.

Sales Recruiting 183

Sales Recruiting Scale CTO Hire Sales Hiring 183

User Pilot

JUNE 20, 2025

Looking for a good user onboarding tool and wondering if Product Fruits is the best option for your SaaS company? Product Fruits is one of the most affordable user onboarding tools on the market, making it ideal for small startups with a budget under $200. The updated UI is also less clunky than before. Checklists. Hints and beacons.

Software Review 52

Software Review Technical Review SaaS Onboarding 52

Frontegg

JUNE 9, 2025

The user management cycle includes onboarding, authentication, and offboarding processes. APIs enable authentication processes to communicate across disparate systems without extensive development, speeding up the deployment of secure solutions within the enterprise’s technology stack.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development Cybersecurity 52

TurnKey Labs

JUNE 19, 2025

You hired top offshore developers with strong resumes and glowing references. In many cases, it’s not the talent—it’s the onboarding. Poor onboarding is the silent killer of productivity, especially […] The vetting was thorough, the skills were there, and expectations were high. What went wrong?

Underperforming Technical Team 52

Underperforming Technical Team Onboarding Development Retention 52

ChurnZero

MAY 16, 2025

Should you use the tools you already have to build something that will kind ofget you what youre looking for, or should you buy a tool developed for that specific purpose? Automate key touchpoints based on customer journey milestones (onboarding, renewals, expansions, etc.). People are always going to say, Hey, we can build it.

Payments 52

Payments Customer Success Payment Solutions Payment Services 52