SaaStr

JUNE 25, 2025

” Internal AI Adoption: Legal-Led Innovation Rubrik’s internal AI adoption strategy offers a fascinating case study in organizational change management, particularly because it’s led by their VP of Legal—an unconventional choice that has proven highly effective.

Cybersecurity 256

Cybersecurity AI Scale CTO Hire 256

SaaStr

FEBRUARY 8, 2025

The Three Types of Context Your AI Needs Your AI agent needs access to: Team documents & engineering specs (the “how it works” knowledge) Systems of record like CRM (the structured data) Unstructured info from Slack, Zoom, etc. That’s the difference between a toy and a real product.

AI 242

AI Artificial Intelligence SaaS User Experience 242

SaaStr

MAY 13, 2025

Create a Custom Work Playbook : Document your process for handling custom requests. This allows you to close the deal without overloading your internal team. Just make sure the outsourced work meets your quality standards and aligns with your long-term roadmap. This should include: Criteria for evaluating requests (e.g.,

Outsourcing Services 196

Outsourcing Services Outsourced Development Enterprise Pricing 196

SaaStr

JULY 12, 2025

Context Window Advantage Claude’s 200,000-token context window enables use cases that competitors can’t handle, particularly in code analysis and document processing. Anthropic’s focus on AI safety creates trust with large enterprises handling sensitive data.

B2B 249

B2B Scale Outsourced Development AI 249

SaaStr

NOVEMBER 19, 2024

Builingd documentation like FAQs, help centers, and templates helped Drata scale to 100 customers in just 45 days. Additionally, they set up as many automated support resources as they could: email, Slack, and in-app support. They wanted their customers to be able to reach a human when they needed it in those first 100 customers.

Customer Success 284

Customer Success Scaling Social Media Enterprise readiness 284

SaaStr

JUNE 19, 2025

Document their research process. You wouldn’t expect a new SDR to be quota-crushing in week one, right? Same principle applies here. Start with your absolute best performers. Record their calls. Analyze their emails. Feed ALL of that into your AI tool systematically. Then test, measure, iterate.

Scale 273

Scale AI Sales Hiring Sales 273

User Pilot

OCTOBER 10, 2024

The checklist and demo document provided afterward are helpful, but they aren’t fully aligned with the user’s stated preferences during onboarding. While the SaaS onboarding checklist and demo document help users understand Grammarly’s value, they could be more tailored to individual user tasks.

Onboarding 105

Onboarding SaaS Software Communication 105

SaaStr

JULY 4, 2025

Customers who’ve stored documents for years can now ask complex queries like “Tell me everything where I have the wrong indemnity provision” or “What contracts I shouldn’t have signed.” . “Very quickly you realize more companies are actually in the data business than they initially thought.”

AI 222

AI B2B ChatGPT Sales Hiring 222

SaaStr

JULY 23, 2025

Security vulnerabilities are well-documented. But here’s what makes this particularly fascinating from a market development perspective: this explosive growth is happening while the underlying technology is admittedly broken. Reliability issues abound. Enterprise-grade capabilities are minimal. Most projects go unfinished.

Software Review 194

Software Review Technical Review Development Team Review Systems Review 194

SaaStr

JANUARY 23, 2025

You need to: Engage with procurement early – don’t treat them as a rubber stamp Build relationships with 20+ key accounts in year one Get executive sponsorship on both sides Never negotiate price with the business buyer Document clear ROI and business cases Remember: The actual buyer is often not the end user.

Enterprise 244

Enterprise Sales Hiring Scale Outsourced Development 244

Buffer Resources

JULY 23, 2024

Learn to write a compelling press release Writing a document that will go out to professional journalists may seem overwhelming, but I’ve got good news: Press releases are meant to be short and concise. For example, we were surprised to find that pitching for holiday gift guides starts as early as July!)

Marketing 110

Marketing Branding ChatGPT AI 110

Clouded Judgement

JULY 2, 2025

A Form S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like the NYSE or NASDAQ. The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more.

Benchmarks 196

Benchmarks Data Software Review AI 196

Chart Mogul

OCTOBER 30, 2024

Here’s what we learned: Determine the goals of your customers and document them There is zero chance you will be able to provide value as an Account Manager if you don’t know what is important to your customers.

Management 105

Management B2B SaaS Scale 105

USIO

JULY 22, 2025

Step 4: Implement the Payment APIs Your payment partner should provide comprehensive documentation and SDKs to help you integrate quickly.

Payments 130

Payments SaaS Payments Payment Services Payment Methods 130

Buffer Resources

AUGUST 6, 2024

  If you’re just getting started, a document that includes a short bio that centers around your thought leadership identity, a list of topics you can speak to, and any awards or testimonials you’ve received can be a great jumping-off point.

Social Media 117

Social Media Business Leadership Sales Hiring 117

Buffer Resources

AUGUST 7, 2024

The content also inevitably inspires other creators who are just users, but want to share their wardrobe cataloging journey to document the process, exposing the app to those audiences. The creators share this content across their different social media, creating a flywheel for themselves and for the brand.

Social Media 112

Social Media Compensation Technical Review Branding 112

SaaStr

FEBRUARY 6, 2025

It’s about getting your documentation right before you scale. Get Ready (The Smart Way) Don’t reinvent the wheel. Top VCs like Cobalt and Eden Data are already helping portfolio companies nail this phase. Automate (Because Manual Doesn’t Scale) Smart SaaS companies are using platforms like: Vanta Drata Secureframe Why?

compliance 175

compliance AI Scale SaaS 175

SaaStr

MAY 26, 2025

Meeting Preparation : AI teammates will prepare complete briefing documents, competitive intelligence, and suggested talking points based on the prospect’s latest activities, earnings calls, and industry developments. They’ll personalize outreach at scale without the “spray and pray” feel of traditional automation.

Scale 247

Scale Sales Hiring AI Sales 247

SaaStr

MAY 23, 2025

At Adobe, I oversaw the growth of EchoSign and Adobe Document Services to $100M+ ARR, but I also had to adapt to being part of a larger machine. For me, seeing the EchoSign brand retired in favor of Adobe Document Cloud was painful. Your Role Evolves : You might be asked to take on responsibilities beyond your original company.

Startup 147

Startup Scale Acquisition Leadership 147

SaaStr

NOVEMBER 20, 2024

Elizabeth explained: “We continued doggedly poking at this problem of where else can Copilot help developers be more creative and more satisfied, and so we integrated Copilot then across the command line, across our pull request features, across issues and documentation, and that became the basis for CoPilot Enterprise.”

Scale 261

Scale AI Scaling Marketing 261

Clouded Judgement

JULY 25, 2025

” They’re reducing the time engineers spend reviewing, refactoring, writing tests, and documenting code. But that logic completely misses what’s actually happening. AI tools like these aren’t just “IDEs with autocomplete.”

Cloud 167

Cloud Software Review Underperforming Technical Team Scale 167

Buffer Resources

SEPTEMBER 4, 2024

I also like to think outside of the box of photography events, exhibiting for organizations like The National Association of Senior Move Managers , which helps older folks downsize, or Roots Tech , a large genealogy conference full of people who care about documenting family history.

Education 110

Education Engagement Software Business 110

USIO

JULY 10, 2025

Here’s what you actually get with Usio: Clear API documentation and integration guides Collections for Postman, Insomnia, and Bruno Day-one sandbox access A dedicated integration team Access to real engineers when you need them No forums. Just real support from real humans. What kind of dev support do you offer?

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

SaaStr

JULY 11, 2025

What AI is Actually Automating Based on the data and industry observations, here’s what’s likely happening behind these leaner structures: Customer Onboarding & Implementation AI-powered onboarding sequences that guide customers through setup Automated technical implementation for straightforward use cases Smart documentation that adapts (..)

Scale 185

Scale AI Headcount Sales Hiring 185

Tom Tunguz

JUNE 19, 2025

Some startups have found terrific success by partnering with SORs : Abridge, AI for clinical documentation, has grown tremendously through its partnership with Epic. OpenAI, Anthropic, Cohere, Google are just some of the foundation model companies that now have clauses explicitly banning developing competitors via the API.

AI Search 162

AI Search AI Acquisition Startup 162

BetterCloud

NOVEMBER 13, 2024

Collaboration on projects, sharing files with clients, and access to important documents all rely on a strong file-sharing platform such as Google Drive or Microsoft Sharepoint. The solution: File sharing governance File sharing is an essential part of modern businesses. But file sharing is a double-edged sword.

Acquisition 52

Acquisition Government Cybersecurity compliance 52

How To Buy Saas

MAY 26, 2025

In a nutshell, RAG lets an AI system look up relevant knowledge from a database or documents while generating an answer, much like an open-book exam. Instead of relying only on the text it was trained on, a RAG-powered system can actively retrieve information from a defined database, document repository, or knowledge base at query time.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

SaaStr

JULY 14, 2025

Documented Elite Performance: 675% ROI on total event investment $2.7M in VP+ influenced pipeline generated $400K investment across booth, travel, and executive time Superior lead quality vs. other industry events (68% VP+ vs. 15-25% industry average) “The concentration of qualified decision makers at SaaStr is unmatched.

Scale 185

Scale Leadership AI Outsourced Development 185

BetterCloud

DECEMBER 16, 2024

There might be SaaS in your stack that IT doesnt meet documented security policy requirements. Security violations that result from not following documented security processes are obviously noncompliance. Documented app access approval processes Many organizations are required to have a documented policy for app access approvals.

Artificial Intelligence 52

Artificial Intelligence compliance Systems Review Technical Review 52

SaaStr

MARCH 29, 2025

Document the Sales Process Before you hand off sales, you need a repeatable process. This gives you a baseline to refine your playbook and figure out what kind of salesperson thrives in your business. When You Hire Your First Sales Rep — Just Make Sure You Hire Two 3. This includes: Ideal Customer Profile (ICP): Who are you selling to?

Scale 199

Scale Sales Hiring Sales Compensation 199

SaaStr

APRIL 12, 2025

These criteria should be documented and agreed upon by both marketing and sales teams to avoid disputes over lead quality. Engagement : The lead has shown meaningful interest, such as attending a discovery call, requesting a demo, or engaging with high-value content. Buying Intent : Theres evidence of intent to solve the problem soon (e.g.,

Systems Review 125

Systems Review SMB Engagement Sales 125

SaaStr

MARCH 23, 2025

” Graham’s advice to other sales leaders: “Document your mistakes religiously and review them quarterly. Our best hires consistently came from our leadership team’s networks. We should have doubled down on this approach from day one.” ” What’s Next for Windsurf and Codeium?

Sales Recruiting 242

Sales Recruiting Sales Hiring Scale AI 242

SaaStr

JULY 7, 2025

Documented Performance: 675% ROI on their total event investment $2.7M in influenced pipeline generated from SaaStr leads $400K investment including booth, travel, and staff costs Superior lead quality compared to other industry events “The concentration of qualified decision makers at SaaStr is unmatched. .”

Scale 216

Scale Outsourced Development Leadership AI 216

SaaStr

MARCH 18, 2025

The distributed nature also forced discipline in documentation and knowledge sharing that supported their hypergrowth, turning what could have been a limitation into a competitive advantage.

Scale 185

Scale Sales Hiring Scaling Sales Recruiting 185

Scytale

DECEMBER 10, 2024

Test new changes first, get them approved, document them thoroughly, and always have a backup plan to ensure continuity of operations just in case things go sideways. Change Management Policy: Ensures updates and changes are approved, documented, and controlled. Confidentiality Policy: Guides handling of sensitive data.

Technical Review 52

Technical Review Software Review Systems Review compliance 52