Chart Mogul

OCTOBER 30, 2024

As we all know, the SaaS ecosystem has changed dramatically over the last few years, and customer retention and expansion are becoming increasingly important for SaaS … Account Management is a delightfully intricate balance of art and science. Don’t be afraid to bring in the C-suite to assist with delicate conversations.

Management 105

Management B2B SaaS Scale 105

User Pilot

OCTOBER 10, 2024

Can you imagine what the ideal SaaS customer onboarding process looks like? That’s why we’ll go over what onboarding is in SaaS and analyze 8 onboarding examples from reputable SaaS companies to learn what they’re doing right (or wrong). Despite this, it does a good job of introducing users to its core features.

Onboarding 105

Onboarding SaaS Software Communication 105

TechEmpower SaaS

OCTOBER 9, 2023

Utilizing AI, the tool interprets the queries, scans through a broad range of documents spread across different repositories, and delivers relevant answers. Utilizing AI, the tool interprets the queries, scans through a broad range of documents spread across different repositories, and delivers relevant answers.

AI Search 519

AI Search Artificial Intelligence Generative AI AI 519

SaaStr

MARCH 16, 2025

Prior to Datadog, Alex held leadership positions at several high-growth SaaS companies and has a proven track record of building marketing engines that deliver consistent, measurable growth. He spent over eight years scaling their marketing from zero to supporting a multi-billion dollar public company.

Scale 236

Scale Sales Hiring Scaling Marketing 236

SaaStr

JANUARY 23, 2025

Moving upmarket isn’t just a nice-to-have for most SaaS companies – it’s often the difference between building a sustainable $100M+ ARR business and getting stuck in the mid-market quicksand. Start Planning for Enterprise Earlier Than You Think The biggest mistake SaaS companies make?

Enterprise 244

Enterprise Sales Hiring Scale Outsourced Development 244

SaaStr

DECEMBER 14, 2020

So as you’ve seen, acquisitions have picked up in SaaS. So many acquisitions, so many IPOs, so many public and private valuations of great SaaS companies are actually at / worth less than 10x ARR. But still, that’s 7x ARR for a market leader in document creation. The Growth Premium in SaaS Has Never Been Higher.

SaaS 352

SaaS Acquisition Cloud Finance 352

TechEmpower SaaS

MARCH 4, 2024

TechEmpower has been instrumental in developing chatbots like these, utilizing generative AI to sift through internal documents and user manuals, enabling them to provide precise answers to customer service questions. AI-powered tools can handle routine inquiries and draft standard documents, freeing up legal staff for complex tasks.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

SaaStr

JANUARY 26, 2024

So Vendr has their latest SaaS Buyer Report out here. But still … across all the SaaS vendors that Vendr tracks, how long do deals take to close? Just one thing, to keep everyone honest: consider deals stale around Day 45 unless there is a true, documented set of steps toward an actual close. Bigger deals take longer.

SaaS 301

SaaS Benchmarks B2B Metrics 301

Tom Tunguz

JUNE 18, 2019

Over the last decade or so, I’ve compiled a metrics sheet to summarise a SaaS business. While no living document like this is ever perfect, this is currently the best board-level summary of the overall health of a business I have found. Redpoint SaaS Metrics Template. If you have suggestions, please email me.

Metrics 250

Metrics Sales Recruiting Startup SaaS 250

Sales Hacker

FEBRUARY 7, 2025

SaaS pricing isn’t static – it’s a living strategy that grows with your company. From your first paying customers to enterprise domination, here’s how successful SaaS companies level up their pricing game to maximize growth and profitability at every turn.

Pricing 106

Pricing Scale SaaS Technical Review 106

SaaStr

MAY 13, 2025

This is a classic enterprise SaaS challengebalancing the need to close big deals with the risk of overextending your team on custom work. Create a Custom Work Playbook : Document your process for handling custom requests. Dear SaaStr: Our Biggest Potential Customers Are All Asking for Custom Features. When Do We Say Yes?

Outsourcing Services 188

Outsourcing Services Outsourced Development Enterprise Pricing 188

SaaStr

APRIL 23, 2020

This data shows us the shift to remote work does not result in an end to SaaS spending. It simply means SaaS sellers need to adapt to selling remotely. The post SaaS Spend is Here to Stay: How Sellers Can Survive the Shift to Remote Selling by Looking to Their Buyers appeared first on SaaStr.

Software Review 289

Software Review Technical Review SaaS Market Research 289

SaaStr

FEBRUARY 24, 2020

Q: What are the most effective ways of increasing SaaS activation rates? Better documentation. The post What are the most effective ways of increasing SaaS activation rates? There are a lot of great tactics on increasing activation rates. More bespoke onboarding. Calling customers. Assigning a CSM immediately. Weekly webinars.

SaaS 238

SaaS Onboarding Customer Support Customer Success 238

SaaStr

APRIL 4, 2025

Atlog: A knowledge repository that intuitively organizes and versions your data packets, drives, and documents in one place Calltree: Enterprise-grade AI support reps for call centers Calltree makes enterprise-grade AI support reps for call centers. Why It Matters : Business users waste hours navigating complex SaaS UIs.

AI Search 170

AI Search AI Startup Scale 170

SaaStr

MARCH 27, 2023

Capchase Co-Founder & CEO Miquel Fernandez and 01 Advisors VP Kristen Clifford use data to show us what differentiates the best SaaS companies from the rest. The top SaaS companies are growing really fast, roughly at twice the rate of their peers. As a refresher, the rule of 40 is a measure of sustainable growth for SaaS companies.

SaaS Payments 246

SaaS Payments Technical Review Software Review Venture Capital 246

SaaStr

OCTOBER 8, 2021

As OpenView and many others have documented, Product Led Growth (“PLG”) is one of the dominant themes of the SaaS marketplace today. Intriguing Session Slides: PLG SaaStr Session #2: “From the Desk of ClickUp’s VP of Operations: Hold Onto Your SaaS: How ClickUp Rocketed from $4M to $70M ARR in Two Years with Product-Led Growth”.

Scale 363

Scale Engineering Revenue Scaling 363

SaaStr

OCTOBER 15, 2020

But—and no one knows this better than you—SaaS solutions can save your team so much time. When you have nexus in multiple states and potentially thousands of tax jurisdictions (as is often the case for SaaS companies with large markets), the risk of human error and resulting penalties is immense. 1 Sales tax. 4 User support.

Business 329

Business Marketplace as a Service AI Search compliance 329

SaaStr

FEBRUARY 21, 2025

Resilience Through the 2008 Financial Crisis During the 2008 financial crisis, when construction was hit particularly hard, Procore made a bold decision to switch from a licensing model to a subscription-based SaaS model. The post Who Is Tooey Couremanche Founder and CEO of Procore appeared first on SaaStr.

Construction 242

Construction Education Leadership Company Culture 242

SaaStr

MARCH 29, 2025

Transitioning from founder-led sales to a commissioned sales team is one of the most criticaland trickysteps in scaling a SaaS business. Document the Sales Process Before you hand off sales, you need a repeatable process. Dear SaaStr: What Are The Best Ways to Transition From The Founder-Led Sales Stage? Heres how to approach it: 1.

Scale 192

Scale Sales Hiring Sales Compensation 192

SaaStr

MAY 19, 2020

Many of us are struggling now; a minority are “Covid Beneficiaries”; and most are somewhere in the middle in SaaS. SaaS has sort of come back already, even if the economy overall hasn’t. Not enough SaaS companies have segmented their sales teams and marketing efforts into Green, Yellow and Red market segments.

Strategy 348

Strategy Travel Market Segmentation Onboarding 348

SaaStr

JULY 30, 2024

The traditional SaaS model doesn’t always scale, and not every company has all the bells and whistles to fund marketing, sales, and customer success teams. Free self-service The right level of documentation Being able to learn about the product without getting on a call with someone. What does scaling Enterprise ARR mean?

Underperforming Technical Team 282

Underperforming Technical Team Enterprise Scale Payments 282

Clouded Judgement

JANUARY 24, 2025

For example, a tailored model could streamline compliance checks by scanning internal documents for potential policy violations or regulatory gaps. The promise of SaaS is that growth in the early years leads to profits in the mature years. Use cases for fine-tuned AI systems are remarkably diverse.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Subscription Flow

OCTOBER 22, 2024

But when it comes to Software-as-a-Service (SaaS) businesses, this statement stands even truer. So why is SaaS sales tax so challenging? The reason is, there doesn’t exist any single standardized system internationally to preside over SaaS sales tax. What is SaaS Sales Tax? Is SaaS taxable? What is Sales Tax?

SaaS Payments 52

SaaS Payments Payment Services Payment Solutions SaaS 52

SaaStr

MARCH 18, 2025

” – Colin Jones, CRO Emeritus at Wiz You may have seen the news that Google is making its biggest acquisition — by far — of Cloud and SaaS security leader Wiz for a stunning $32 Billion (!). In the end, we had roughly 4.” And it’s even more impressive than that. As it’s just 5 years after founding.

Scale 180

Scale Sales Hiring Scaling Headcount 180

SaaStr

JANUARY 12, 2023

We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Grab tickets here. .

Payment Features 54

Payment Features Payment Services SaaS Payments Payments 54

Clouded Judgement

FEBRUARY 7, 2025

The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Revenue multiples are a shorthand valuation framework. Even a DCF is riddled with long term assumptions.

Systems Review 144

Systems Review Cloud AI Sales Recruiting 144

USIO

JUNE 9, 2025

Think: KYB/KYC automation Real-time fraud detection ACH and card payment rails Bank sponsorship APIs PCI vaults Dispute management systems Treasury and settlement engines You’re essentially building a FinTech company inside your SaaS company. No love for mid-sized SaaS. With PFaaS? You plug into one API. We’ve Got You.

Payment Services 130

Payment Services Merchant Services PayFac as a Service SaaS Payments 130

Clouded Judgement

JULY 16, 2024

A 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 295

Benchmarks Data Machine Learning Artificial Intelligence 295

SaaStr

MARCH 1, 2020

If they don’t have an answer, that may mean they don’t really know how to work at a SaaS start-up. Can you show me your QBRs and other documentation you’ve built for customers? But it’s not a good fit for bigger deals and enterprise Customer Success. Later, CS becomes its own process island. You can peer straight into their mind.

Customer Success 325

Customer Success Sales Hiring Leadership Interviewing 325

BetterCloud

NOVEMBER 11, 2024

To reduce SaaS stack security risk, maintain effective governance and remain compliant, IT needs to effectively manage the SaaS stack and the SaaS user access permissions that come with it. Specifically, IT must actively control what users access which SaaS apps, as well as the files, groups, and data within them.

Management 52

Management SaaS compliance Government 52

Sales Enablement, SaaS and Growth

JUNE 9, 2025

For each method, I documented key principles, target personas, tone guidance, and message structure. I began by using ChatGPT to research over 50 sales methodologies - from Challenger, MEDDPICC, and SPIN Selling to Sandler, GAP Selling, and more niche frameworks.

AI 130

AI Artificial Intelligence ChatGPT Sales 130

SaaStr

AUGUST 1, 2020

This has been an incredible roller-coaster for us in SaaS and Cloud since March 15, for some even more than others, but an incredible amount of change for all of us. Other than Zoom and a few others, it seemed like the world would crash deeply for SaaS and Cloud. This was hard on all us. Record unemployment claims, streets emptied.

Sales Hiring 363

Sales Hiring Venture Capital Cloud Travel 363

How To Buy Saas

MAY 28, 2025

The SaaS landscape is rapidly embracing generative AI. Tools like Unstructured and LlamaIndex load external documents (PDFs, webpages, databases) so the LLM can remember relevant information. Why SaaS Builders Should Care LLM orchestration delivers clear business value to SaaS teams.

Artificial Intelligence 53

Artificial Intelligence Underperforming Technical Team AI Search Scale 53

SaaStr

APRIL 26, 2021

A curious thing happened on the way to SaaS in 2021+. Read it here: I learned this myself starting out as a SaaS CEO. This public company did break out churn in their public documents (not every company does). Turns out, this is a lot like other B2B SaaS companies that sell to the enterprise. It should be net negative.

Churn 274

Churn Retention Metrics B2B 274

SaaStr

NOVEMBER 24, 2020

Thanks to our partners and sponsors we have been able to take our events digitally – bringing together SaaS industry experts from across the world. Conga eliminates the business bottlenecks through their Digital Document Transformation solutions. It is the last SaaStr event of 2020 and it sure has been a wild ride.

Scale 293

Scale Scaling Outsourced Development compliance 293

SaaStr

JULY 1, 2021

What’s the secret to SaaS success at YCombinator? Sam : We’re going to talk today about a lot of topics, but the general theme is, what’s the difference between good and great SaaS companies? Josh : The beauty in this room, because we’re at a SaaS conference, is that you have data to support that.

VP of Engineering 293

VP of Engineering Sales Hiring Sales Recruiting Underperforming Technical Team 293

SaaStr

JANUARY 26, 2023

Check is a payroll-as-a-service API that lets you embed payroll directly in your vertical SaaS, HR, or time-tracking platform. Embed white-labeled dashboards in your SaaS application or portal. Join these incredible companies to experience all the value of SaaStr!

Payments 51

Payments Payment Solutions SaaS Payments Software Review 51