Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs.

Onboarding 83

Onboarding Technical Review Software Review B2B 83

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 77

Onboarding SaaS Payments Payment Services Payment Solutions 77

FastSpring

FEBRUARY 8, 2024

Explore the Power of Changelog Integration in Our Documentation Navigating the Tax Landscape: Key Changes That Demand Your Attention in 2024 Quarterly B2B Onboarding Update: Your Complete Guide to Seamless Transactions! Please keep an eye on your mailbox for these important documents if applicable to you.

Payment Methods 78

Payment Methods Customer Support Merchant Services Payments 78

FastSpring

JANUARY 5, 2021

When you were starting your online business, you probably weren’t thinking about how exciting the billing process would be unless you’re a trained accountant and love documentation, of course. Regardless of your professional motivations, billing and invoicing is a vital part of any successful business. Can it handle subscriptions?

Payment Methods 86

Payment Methods Payment Solutions Payment Services Payments 86

FastSpring

JANUARY 29, 2021

Some of the updates to our platform include faster seller onboarding, support for more languages, and a play-by-play rundown of how we’ve made PSD2 compliance effortless for our sellers. Enhanced Our Platform for FastSpring Seller Onboarding. Made PSD2 Compliance Easy for Global Sellers.

Merchant Services 78

Merchant Services Payment Services Payment Methods compliance 78

Stax

DECEMBER 20, 2023

SaaS companies can avoid having to integrate their software with that of gateways and banks, undergo thorough merchant underwriting, and submit mountains of documents by working with a trusted PayFac like Stax to make their software more comprehensive for their clients. Working with a payment facilitator can be the answer here.

Merchant Services 88

Merchant Services Payment Services SaaS Payments Payments 88

OPEXEngine

JULY 14, 2020

SaaS customer onboarding is so critical—it’s really where the customer relationship is won or lost. How you onboard your customers is specific to your contract value, subscription length, product complexity, and target market. Before you can define your onboarding cadence, you need to define what on-boarding is.

Onboarding 52

Onboarding SaaS Customer Success Software Review 52

Sales Hacker

OCTOBER 11, 2021

Plus, tracking where documents are in the signature process is nearly impossible. When implementing a secure eSignature solution, there are multiple benefits to your business, like: Streamlining your signature process. Authenticating and securing signed documents. Billing and invoice generation. Renewal management.

Payments 85

Payments Payment Services Revenue Payment Solutions 85

CustomerSuccessBox

MAY 25, 2022

While keeping your clients satisfied can feel like a challenge at times, churn is frequently caused by mistakes in the onboarding process. You’ll see higher retention and upsell with a good and well-planned onboarding strategy in place. Suggested Read : The Ultimate Guide to Customer Onboarding. Set realistic expectations.

Onboarding 52

Onboarding Underperforming Technical Team SaaS Social Media 52

Baremetrics

JUNE 26, 2020

If you screw up your customer’s experience early on in their subscription, it’s hard to convince them to keep paying month after month. And since SaaS and subscription businesses depend on monthly recurring revenue to grow , it pays to perfect your customer onboarding process. Let’s onboard some new customers.

Onboarding 99

Onboarding SaaS Churn Social Media 99

The Marketing & Growth Hacking Publication

FEBRUARY 3, 2019

They expect an end-to-end shopping “experience” and this is where eCommerce subscription has a chance to shine by developing long term relationships with consumers. And subscription eCommerce seems to be the answer. The subscription eCommerce market has grown by a whopping 100% year-over-year for the past five years.

Payment Methods 40

Payment Methods Payments Payment Features Subscription 40

Totango

MARCH 12, 2019

Customer onboarding is the period after a purchase when your customer is getting to know your product or service. The good news is that onboarding in the digital era has become easier; interactions happen faster, communication is streamlined, and customer success software can notify you of important events.

Onboarding 80

Onboarding Software Review Social Media Churn 80

User Pilot

APRIL 29, 2024

The renewal rate is calculated as the number of customers who renew their subscription divided by the total number of customers up for renewal at any given period. SaaS renewal best practices for driving free to paid conversions include: Create a personalized onboarding experience to retain trial users.

SaaS Payments 79

SaaS Payments Business SaaS Payment Solutions 79

User Pilot

JANUARY 16, 2024

Have ChatGPT brainstorm ideas to improve your onboarding process. You can also use it to craft engaging blog posts, write simplified product documentation, etc. Should you opt for a one-time purchase, subscription, or freemium pricing model? #4: ChatGPT provides general customer onboarding ideas. Enter ChatGPT!

ChatGPT 90

ChatGPT Management Underperforming Technical Team Technical Review 90

FastSpring

MARCH 20, 2023

New Welcome Dashboard and Onboarding Experience For Free Trials In an effort to improve the onboarding experience of new sellers and to deliver more valuable information to our existing sellers, we’ve launched a new version of our welcome dashboard. Check out our documentation here. Want to know more?

User Experience 82

User Experience Merchant Services Payment Methods Payments 82

FastSpring

MARCH 16, 2023

Use Affiliates As Local Sales Partners MapTiler maintains developer documentation in English — and as the primary business language throughout the world, this works well for most of its users. Maybe the documentation for developers is great, but they’d like to be sold to by a salesperson that speaks their language.”

Payment Methods 144

Payment Methods Payments SaaS Payments Social Media 144

User Pilot

JANUARY 31, 2023

TL;DR At-risk customers are those who are showing signs of canceling their subscriptions. The main factors contributing to at-risk customers include poor onboarding process , lack of product value perception, lousy customer support, unfixed bugs, and no learning materials, resource center, and FAQs. What are at-risk customers?

Churn 95

Churn Underperforming Technical Team SaaS Payments Payment Solutions 95

User Pilot

DECEMBER 1, 2021

User adoption rate is an important metric for most SaaS companies as they rely on continuous payments/renewed subscriptions to stay in business. Let’s assume you have invoicing software that serves both freelancers and vendors. 1 – Drive users to the activation point by optimizing your user primary onboarding experience.

SaaS Payments 96

SaaS Payments Payment Solutions Payment Services Payment Features 96

User Pilot

MARCH 23, 2023

2: Customers churn as a result of an ineffective onboarding process that doesn’t deliver product value. Create a personalized onboarding flow to help users reach the Aha! 4: Customers churn when they don’t get enough value to keep renewing their subscriptions. moment faster. #3: User persona.

SaaS Payments 93

SaaS Payments Churn Underperforming Technical Team Payment Methods 93

ProfitWell

MARCH 24, 2020

The subscription model is booming. Almost everything is sold as a subscription, from socks to razor blades, and of course software. Without further ado, let's look at nine subscription-based companies absolutely nailing it in 2020. What is a subscription company? So why the subscription business model?

Subscription 72

Subscription Payment Features Payment Methods Payments 72

User Pilot

MARCH 16, 2023

TL;DR UserGuiding is a cloud-based digital platform that provides onboarding solutions. It has a 14-day free trial and three subscription packages: Basic, Professional, and Corporate. Userpilot offers the right value for money and has just the features you need to improve onboarding , analyze user feedback, and drive product growth.

Pricing 91

Pricing Software Review Technical Review Onboarding 91

Neil Patel

MARCH 26, 2021

For example, how well does your onboarding process work? I end up canceling my subscription. Do you provide documentation? Is your onboarding process lacking? Don’t make customers wade through terrible documentation to figure out how to use your tool or service. Does that mean the ad didn’t work?

Churn 141

Churn Software Review Onboarding Interviewing 141

User Pilot

JUNE 19, 2023

SaaS LMSs like TalentLMS, Skilljar, Docebo, Litmos, iSpring Learn, Paradiso, SkyPrep, or Blackboard allow you to create complex and structured online and blended training courses for staff onboarding and partner training. To see how Userpilot can help you onboard and educate your customers, book the demo! What are these features?

Systems Review 87

Systems Review Management SaaS Education 87

SaaStr

FEBRUARY 9, 2024

From a Go-To-Market perspective, Zapier uses a hybrid model that involves a combination of freemium offerings, subscription plans, and partnerships. The front end is executing the key tactics for growth, like your website, product onboarding, and human interactions (when the user wants/ needs it). At the same time?

Scale 260

Scale Sales Hiring Sales Marketing 260

Frontegg

MAY 27, 2021

But back to the product side, adopting PLG means creating the optimal user journey to engage the customer from the login stage onwards – seamless login, onboarding, subscriptions plans, built-in security, and support features all need to work in tandem to create the best results. Best For: Subscription Management, Billing.

Payment Solutions 98

Payment Solutions SaaS Payments Payments Scale 98

User Pilot

NOVEMBER 14, 2023

Now let’s go over 12 tactics that any SaaS can implement to increase LTV: Collect customer data such as JTBDs, use cases, pain points, and job titles to provide a personalized onboarding process. Implement secondary onboarding to educate customers about advanced, relevant features so they can stick around for longer.

Customer Lifetime Value 81

Customer Lifetime Value SaaS Onboarding Retention 81

User Pilot

MARCH 25, 2024

Differentiation and positioning strategies help you use untapped market opportunities and stand out from the competition, while robust documentation and reporting processes are important for business sustainability and transferability. The metric is used by companies with quarterly or yearly subscription plans.

SaaS 92

SaaS Customer Lifetime Value Acquisition Metrics 92

Baremetrics

FEBRUARY 2, 2021

Stripe's Features The most important Stripe features to know about are: Large Ecosystem The Stripe payment processor is just one part of the Stripe ecosystem, which also includes solutions such as Stripe Terminal (for in-person payments) and Stripe Billing (for subscriptions and invoicing). Limited customization options.

Payment Methods 75

Payment Methods Payment Services Technical Review Merchant Services 75

User Pilot

JUNE 22, 2023

TL;DR Customer churn refers to customers discontinuing their usage or subscription to your product. To reduce churn rate , you can follow practical tactics like: Personalize customer experience from the start by tailoring onboarding and in-app guidance. Implement onboarding checklists to drive users to the activation point.

Churn 85

Churn Retention Onboarding Engagement 85

ProfitWell

MARCH 24, 2020

2020 is the year of Corona Virus thus far but it’s also the year in which the subscription business model is excelling. Subscription companies have become incredibly popular in the past two decades. Almost everything is sold as a subscription, from socks to razor blades, and of course software. What is a subscription company?

Subscription 40

Subscription Payment Features Payment Methods Payments 40

Totango

DECEMBER 3, 2020

Net Retention (Cited by 66% of Respondents): For SaaS companies and other subscription based businesses, customer retention is absolutely essential. Onboarding / Training (Cited by 30% of Respondents): As the first stage in the customer journey, onboarding revolves around educating the customer on how to proficiently use your product.

Customer Success 64

Customer Success Compensation Scale Onboarding 64

Frontegg

AUGUST 19, 2021

They want to get onboarded smoothly and just use the software. Onboarding, user management, subscriptions – let’s take a closer look at the potent self-service and PLG combo. This can be at the sign-up stage, during user onboarding, managing accounts, or simply not knowing what to do. Eliminating the Value Gap.

SaaS Payments 98

SaaS Payments Payment Services Payment Solutions Underperforming Technical Team 98

CustomerSuccessBox

APRIL 3, 2022

Customer onboarding provides the ideal opportunity to make a lasting first impression. Onboarding Kick off Email templates. The Customer Onboarding stage is the first step in the customer journey. The first one on the list is to kick off the onboarding journey. This is an important step in the onboarding journey.

Customer Success 52

Customer Success SaaS Payments Payment Methods Payment Services 52

ChurnZero

JULY 12, 2019

Perhaps product problems, loss of a key user in the account, a bad use case… Sure, these are some reasons why customers may churn, but the reality is that your churn rate is deeply connected to the quality of onboarding journey your users go through. The subscription-based business model is rooted in the value your solution offers.

Scale 75

Scale Onboarding Customer Success Underperforming Technical Team 75

Chart Mogul

SEPTEMBER 6, 2023

Anyone can use segmentation in ChartMogul to analyze subscription data without needing a background in business intelligence, SQL, or direct access to data. You can empower your whole team to make more informed decisions with subscription data. Read the API documentation here ). Let’s look at a couple examples in greater detail.

Revenue 52

Revenue Churn Pricing Operational efficiency. 52

User Pilot

JULY 31, 2023

The big deal is turning them into paying customers who keep renewing their subscriptions long-term. This article will show you practical strategies to crack the customer retention code and maintain sustainable recurring revenue. Implement an onboarding checklist to drive activation. Userpilot’s onboarding checklist.

Retention 92

Retention Strategy Marketing SaaS 92

Totango

JULY 8, 2021

For example, you might have a health-rank scoring system for customers in the free trial, onboarding, and adoption phases, subdivided for SMB and enterprise customers. Service Utilization: Is the customer fully utilizing their subscription? Support and operations: Does the customer have outstanding support, SLA or invoicing issues?

Systems Review 65

Systems Review Underperforming Technical Team Payment Features Churn 65