Payrix

FEBRUARY 4, 2025

The master merchant simplifies the onboarding process for sub-merchants by handling the complexities of payment integration, security requirements, and compliance. This model allows sub-merchants to focus on their core activities while benefiting from streamlined access to payment services. fraud prevention, and risk management.

Merchant Services 130

Merchant Services Payment Services Payments SaaS Payments 130

Payrix

APRIL 28, 2025

Theyll ensure every part of the process from merchant underwriting and onboarding to ongoing support is thoughtfully designed to deliver frictionless and flexible experiences to your customers. Its the very thing platforms need to get right if they want to be competitive in their market today and in the future.

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

SaaStr

MARCH 17, 2021

Without automation, companies find themselves dependent on manual data entry, quote creation, uploading and downloading data, and other resource-intensive, error-prone tasks. Employee Hiring and Onboarding. Finally, part of growing fast is being able to hire and onboard fast. That’s why your HR team is crucial to your success.

Sales Hiring 322

Sales Hiring Scale Technical Review Marketplace as a Service 322

Intercom, Inc.

OCTOBER 3, 2019

On this week’s show, we catch up with email marketing strategist, Val Geisler, as she walks us through some practical emailing tips, her process for onboarding, and why she likens career progression to a spiral staircase. Think about onboarding like you’re hosting a dinner party. The dinner party approach to onboarding.

Onboarding 143

Onboarding Sales Hiring Churn Consulting 143

Payrix

MAY 29, 2025

Read now infographic Streamlining merchant onboarding | Infographic Learn the ways to streamline your merchant onboarding that gets customers accepting payments faster while maintaining essential security standards.

Payments 100

Payments Embedded Payments Payment Solutions Merchant Services 100

User Pilot

AUGUST 26, 2024

The key is to delight customers with a frictionless onboarding experience. Customer onboarding in EdTech platforms sets the tone for what users can expect in the next stages. In this article, we’ll outline a few effective customer onboarding techniques for EdTech platforms to help you get it right.

Onboarding 105

Onboarding Social Media Education Engagement 105

Chart Mogul

FEBRUARY 11, 2020

Customer Onboarding' is an umbrella term that's often used to describe the entire process that users go through when they start their journey as a customer of your product or service. The onboarding experience can define the ongoing relationship your customer has with the product. This is where customer onboarding comes into play.

Onboarding 132

Onboarding SaaS Technical Review Churn 132

Intercom, Inc.

JUNE 11, 2019

It’s during the onboarding period when new users will decide if you can follow through on the promises you made of saved time or increased revenue. Download Intercom on Onboarding. Your users downloaded or subscribed to your app because you sold them something they find valuable. What is a welcome page?

Engagement 203

Engagement Onboarding Scale Social Media 203

Payrix

APRIL 17, 2025

Must develop sub-merchant onboarding and management systems. It also simplifies the merchant onboarding experience for small and medium-sized businesses, allowing them to start accepting payments quickly. Everything there is to know about software-led payments Download now Table of Contents 01 What is a payment facilitator?

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

SaaStr

SEPTEMBER 5, 2022

If a company has started out with a heavy sales focus, its onboarding process within the actual product may not be intuitive enough for customers. Customers are impatient, and the time from product download to demonstrated value may take too long. . Let’s use sales-led organizations as a comparison point.

Sales Recruiting 284

Sales Recruiting Business Pricing Churn 284

ChurnZero

JANUARY 10, 2022

SaaS customer onboarding makes or breaks your customer retention. Your onboarding process is a learn-or-churn, adopt-or-get-dropped situation. For this reason, unlocking the optimal SaaS customer onboarding experience is invaluable. Work Cross-Functionally During SaaS Customer Onboarding. Segment for Customer Onboarding.

Onboarding 98

Onboarding Sales Recruiting SaaS Technical Review 98

ChurnZero

NOVEMBER 9, 2021

6 Tips to Improve Customer Onboarding. The proper upkeep and continual improvement of a customer onboarding process are essential to maintain its value over time. When you’re ready to improve customer onboarding , then follow our six tips to enhance the most influential phase of your customer’s journey.

Onboarding 98

Onboarding Benchmarks Consulting Churn 98

User Pilot

APRIL 29, 2023

App onboarding best practices will boost your first impressions and show what your app can do for your users. That’s why you need to follow the best practices to design an engaging onboarding experience that retains users. In this article, we’ll share 10 of our onboarding best practices that will help cultivate loyalty.

Onboarding 98

Onboarding Retention Mobile Engagement 98

User Pilot

MAY 6, 2024

The right user onboarding flow won’t only ensure more users understand how to use your product, but it will also keep them engaged. Let’s explore 8 steps for designing the best onboarding process, and share examples from other companies using onboarding software to apply the top strategies.

Onboarding 105

Onboarding Engagement Software Review User Experience 105

User Pilot

MAY 27, 2025

I mean what happens after the download: how users navigate, what features they engage with, and where they drop off. For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. Because now, you can: Improve onboarding by identifying friction points.

Mobile 96

Mobile Retention Payment Features Onboarding 96

User Pilot

SEPTEMBER 4, 2023

When Justin Peticolas, the Manager of Implementation and Onboarding at Groupize,the modern meetings management platform unifying travel, spend, and compliance, learned his then-existing onboarding solution is shutting down, he had 6 days to find and implement a new user onboarding tool before their next big launch.

Onboarding 105

Onboarding Travel Innovation compliance 105

Intercom, Inc.

SEPTEMBER 29, 2022

. “Learn how to activate customers faster, find value up front, and drive the actions that you want customers to take” In this guide , we’ll show you how to optimize your onboarding and announcement campaigns with in-product messaging. Best practices for activating customers faster with in-product onboarding messages.

Engagement 211

Engagement Onboarding Retention Strategy 211

Intercom, Inc.

JULY 1, 2020

You can also onboard and educate new customers, so they’re set up for success with your product from day one and have all of the information they need to overcome common hurdles. . Here are three tactics that have proven effective time and time again: Onboard and educate customers with Product Tours.

Customer Support 239

Customer Support Scale Education Onboarding 239

User Pilot

FEBRUARY 20, 2023

In SaaS, smooth user onboarding is essential to engage and activate users. But what are some good user onboarding examples that can explain this better? In this article, we’ll cover what user onboarding is, why it’s important for SaaS businesses, and how successful companies have implemented it. Just like Lemlist.

Onboarding 98

Onboarding Customer Lifetime Value User Experience Entertainment 98

ChurnZero

JUNE 17, 2022

Onboarding sets the tone for a customer’s entire lifecycle. Every onboarding task, meeting, communication, and training must serve a single purpose—and that is to get the customer to realize value. But how do you know if your onboarding tactics are working? Onboarding metrics serve two main purposes. Episode highlights.

Onboarding 98

Onboarding Metrics SaaS Engagement 98

User Pilot

MAY 2, 2023

All the best onboarding experiences help new users learn about your product and set realistic user expectations for the rest of the customer journey. That said, optimizing the onboarding experience can be hard if you don’t have user onboarding examples to reference. What is a user onboarding experience?

Onboarding 96

Onboarding SaaS Software Review Engagement 96

User Pilot

APRIL 30, 2025

Sure, you could blame onboarding or a clunky user interface. Boost user engagement by improving onboarding with personalization and gamification. They spend hours perfecting the onboarding flow or tweaking button placements. It makes your app easier to find and increases the likelihood of it being downloaded.

Strategy 66

Strategy Mobile Systems Review Scale 66

User Pilot

APRIL 29, 2022

Fancy hiring a customer onboarding specialist or simply want to know who they are and what they do? In this article, you will get everything you need to know about customer onboarding specialists. What user onboarding software do you need to buy to equip them? Who is a customer onboarding specialist? What do they do?

Onboarding 98

Onboarding Underperforming Technical Team Benchmarks Interviewing 98

Intercom, Inc.

JANUARY 21, 2020

People downloaded a record 204 billion of them from the Google and Apple app stores in 2019. But to check that assumption, I plotted the amount of space used for text in the apps I studied against their App Annie download rankings to see if there’s any correlation with popularity and widespread use. There’s no relationship here at all.

Mobile 291

Mobile PayPal Social Media Underperforming Technical Team 291

Incredo

JANUARY 14, 2020

You submitted your email address/phone number and downloaded that free resource. If your visitor wants to know what is lead generation and downloads a cheatsheet, you shouldn’t immediately write an email, asking to try your lead generation software. DOWNLOAD YOUR E-BOOK. How is your SaaS sales funnel constructed? .

Sales Funnel 239

Sales Funnel SaaS Sales Social Media 239

Intercom, Inc.

MAY 20, 2020

Over the last few months, I’ve worked with customers who have seen an explosion in demand for their services and, as a result, have needed help onboarding new team members and scaling their customer experience. Effective and efficient: Successfully onboarding a customer across a total of 6 hours of tasks and meetings.

Scale 223

Scale Customer Success Scaling Technical Review 223

User Pilot

OCTOBER 31, 2022

Looking to drive adoption with contextual user onboarding ? With Userpilot’s features, you get access to everything you need to create bespoke onboarding experiences, by triggering contextual in-app flows to specific user segments created based on product usage and in-app behavior. Want to see Userpilot’s features in action?

Onboarding 98

Onboarding Software Review Marketplace as a Service Underperforming Technical Team 98

User Pilot

MAY 29, 2025

Done well, this results in better user engagement , retention, and more user downloads. Pro tip: Use progressive disclosure when onboarding mobile app users. Heres an example from Duolingos onboarding flow. Notice how it focuses on one action per screen: Duolingos onboarding flow. A staggering 96.3%

Mobile 87

Mobile Underperforming Technical Team Software Review Systems Review 87

Intercom, Inc.

AUGUST 18, 2020

Keep tabs on key metrics by downloading or subscribing to the reports that matter to you. These carousels help you onboard and retain customers , keeping them supported and actively engaged throughout the entire customer lifecycle. Streamlined workspace setup and teammate onboarding.

Engagement 197

Engagement Scale Mobile Onboarding 197

Intercom, Inc.

JUNE 17, 2020

We have long designed and built industry-leading solutions for customer onboarding , support and engagement , but we heard loud and clear that you needed a better way to accomplish these jobs in your mobile apps. People thought that it would be the answer to better onboarding. Better proactive support messages. Permission prompting.

Mobile 186

Mobile Engagement Retention Onboarding 186

Buffer Resources

OCTOBER 2, 2024

No one wants yet another onboarding session to learn because the software is too complicated to learn on your own. Its competitor analysis features include analyzing your competitors’ strategies, ad spending, opinions on customer review sites, website traffic, app downloads, and more. Does this tool feel easy to use?

Social Media 116

Social Media AI Search Benchmarks Software Review 116

Unbounce

MARCH 20, 2019

But it’s worth revisiting in the context of app marketing since some elements gain increased importance when you’re hoping to score some downloads. It can be a simple download page with links directly to the Android and iOS app stores. Why it works: Use texting to get them downloading. Keep their attention.

Automotive 145

Automotive Mobile Payment Features Subscription 145

Intercom, Inc.

MAY 6, 2019

But changing a prospect’s existing habits and allegiances often takes much more than a clever marketing strategy: First, you need to persuade them to download a trial, and then you need to show them value during the onboarding period. Improve your onboarding experience. Improve your product.

Onboarding 196

Onboarding Marketing Metrics Engineering 196

User Pilot

MARCH 30, 2025

Affiliates and influencers get rewarded per download, sign-up, or in-app purchase, ensuring they are motivated to drive high-quality users. This metric tells you how many people who saw your app listing or ad downloaded the app. Onboarding flows such as different welcome screens or sign-up processes. Return on ad spend (ROAS).

Mobile 66

Mobile Acquisition Software Review Social Media 66