FastSpring

DECEMBER 7, 2022

Chargebee is a robust subscription management platform. However, there are certain aspects of collecting recurring payments that you would still be responsible for when using Chargebee, such as: Connecting to payment gateways manually. Zoho Subscriptions. Remitting taxes at the end of the year.

Payment Methods 148

Payment Methods Merchant Services Payment Services Payments 148

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

User Pilot

MARCH 30, 2025

According to a 2024 analysis , on average, over 95% of users who download a new mobile Android app abandon it within the first 30 days. Put simply, app downloads are great but insufficient. Related business outcomes: Increased subscription revenue, higher conversion rates , and referral growth. Subscription conversion rate.

Mobile 65

Mobile Engagement Strategy Social Media 65

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.

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

Payrix

FEBRUARY 4, 2025

Payment facilitator (PayFac) A merchant registered by an acquirer to facilitate transactions on behalf of sub-merchants. They provide the infrastructure necessary for their merchants to accept credit card payments. Everything there is to know about software-led payments download now

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

BetterCloud

JANUARY 3, 2025

SaaS has revolutionized how we work, but let’s be honest, managing all those subscriptions can feel like juggling flaming torches. You’re dealing with contracts, security concerns, and costs that seem to spiral out of control. This blog is your guide to conquering SaaS chaos. It’s about sanity.

Management 52

Management SaaS compliance Benchmarks 52

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

Blulogix

MAY 16, 2025

This leads to: Late invoices Missed renewals Zero revenue visibility IoT billing cant be run like a services spreadsheet. Devices are online, services are running, but invoices? CRM triggers the quote Provisioning flags the activation Billing runs the calculation ERP syncs the GL, revenue, and payments This isnt a pipedream.

Payments 52

Payments SaaS Payments Payment Solutions Payment Services 52

User Pilot

FEBRUARY 14, 2024

The Stripe<>Salesforce integration synchronizes payment data between Stripe and Salesforce, allowing for the management of subscriptions, invoices, and payment analytics directly within Salesforce. Pricing The app is free to download for Salesforce users. View invoices and subscriptions from Salesforce.

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

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

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. Let’s take a quick look at some of our recent improvements.

Merchant Services 78

Merchant Services Payment Services Payment Methods compliance 78

Intercom, Inc.

SEPTEMBER 18, 2019

Live chat can be triggered to initiate automatically between that visitor and a sales rep once the form subscription has been completed, ensuring prospects are contacted the moment they show interest. For example, how many people downloaded that ebook you advertised via chat? Onboarding. E.g., page visits, time on page, etc.).

Scale 36

Scale Marketing Pricing Engagement 36

Neil Patel

JANUARY 5, 2021

Users of SaaS software download their cloud-based apps for business use. Usually, you’ll pay monthly, quarterly, or yearly subscription fees. One benefit of MailShake is its live training and concierge onboarding , which makes it accessible to everyone. Just download the Chrome or Edge extension or sign up to try it out.

Sales 144

Sales SaaS Systems Review Software Review 144

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. During the sales process, including sales appointment scheduling, meetings and payment processes. Guiding customers through onboarding.

B2B 122

B2B Payment Methods Payments SaaS Payments 122

ChurnZero

MARCH 3, 2022

How to crush SaaS customer onboarding: a roundup of expert advice. SaaS onboarding makes or breaks your customer retention. For this reason, everyone is trying to crack the code on how to create the optimal onboarding experience. Download this eBook to learn how to crust your SaaS Customer Onboarding.

Customer Success 98

Customer Success Churn Onboarding Consulting 98

Chart Mogul

AUGUST 23, 2022

Once you’ve configured these settings you can expect to receive regular emails from us that your downloads are ready. You could also focus on improving retention by creating MRR-based onboarding, or identify and sell to customers who are more likely to expand their subscriptions.

Data 52

Data Payment Features Subscription Cloud 52

Intercom, Inc.

MARCH 16, 2021

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 get started and overcome common hurdles, such as configuring your app or installing it on mobile. Download The Ultimate Guide to Conversational Support. Onboard new customers.

Payment Methods 201

Payment Methods Payments Scale SaaS Payments 201

Chart Mogul

JANUARY 9, 2025

For some, a “qualified” lead might be someone who fits the ICP and has shown basic interest, like downloading an ebook. Onboarding Once the contract is signed, its time to get the new customer up and running. Managing the customer onboarding process within ChartMogul CRM. But how do you do that?

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

CloudGeometry

JANUARY 15, 2022

Part 1: User Model & Onboarding If you have a business model, you have put together ideas about users. Let’s do that by viewing that next level through the lens of onboarding. Onboarding in SaaS is an end-to-end process. Onboarding operationalizes your user model by expressing it through tenant context.

Well Architected Framework 130

Well Architected Framework DevOps as a Service AWS Traceability 130

User Pilot

APRIL 30, 2024

Appcues enhances user onboarding, adoption , and retention with targeted walkthroughs, in-app messaging, and feature adoption tools. Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. You don’t handle maintenance or updates. Display in-app notifications with Userpilot.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

Sales Hacker

SEPTEMBER 24, 2022

Here’s an example: Send an initial email to thank customers for downloading an eBook or joining your list. Use online tools like Mailtrack, EmailAnalytics, Saleshandy, or Yesware to track key metrics, such as email open rates, clicked links, and file downloads. Customer onboarding activities. Remember to follow up as needed.

Sales Funnel 131

Sales Funnel Outsourcing Services Underperforming Technical Team Social Media 131

Intercom, Inc.

DECEMBER 10, 2018

. “Activating new users is far more than showing them how to use an app” Common use cases for in-app marketing include onboarding new users , introducing new features and collecting user feedback. A great in-app user experience includes: An onboarding experience that makes it easy to get started.

Marketing 137

Marketing Software Review Systems Review Onboarding 137

Unbounce

SEPTEMBER 1, 2020

This might be clicking a “buy now” button on a sales page or filling out a lead gen form to “download your free copy.”. The basic approach is to use action verbs (like “get,” “download,” “start,” “reserve,” and “grab”) to build momentum. CloudSpot | “Get Your App” (App Download). The Psychology Behind Effective Calls to Action.

Social Media 145

Social Media Compensation AI Search Branding 145

Unbounce

MAY 1, 2019

An example of a landing page offering an ebook download in exchange for contact information. After our top-of-funnel prospect interacts with—or downloads—this gated content, we push a double opt-in (for GDPR ) and feed the individual into an automated nurturing sequence (an email marketing journey). EDITOR’S NOTE.

SaaS 111

SaaS Marketplace as a Service Software Review Technical Review 111

User Pilot

AUGUST 14, 2023

Boost user activation by using onboarding checklists to help users complete core tasks. Retention: Users keep making repeat purchases after their initial subscription payment. It can bring thousands of web visitors, app downloads, and loyal customers. Onboarding checklist. Host webinars to promote new features.

Growth Marketing 98

Growth Marketing SaaS Payments Strategy Payment Methods 98

Payrix

FEBRUARY 4, 2025

For example, for a roofing contractor company, the software would act as the master merchant, setting up the infrastructure for contractors (sub-merchants) to receive payments from customers. This model allows sub-merchants to focus on their core activities while benefiting from streamlined access to payment services.

Merchant Services 100

Merchant Services Payment Services Payments SaaS Payments 100

SaaSOptics

APRIL 7, 2022

New users can easily onboard themselves. Self-directed, hands-off onboarding is a staple of product-led growth. If your SaaS requires a lengthy implementation process or several one-on-one training calls to onboard new users, it would be difficult to implement a freemium offer.

Business Model 74

Business Model Payment Features Business SaaS 74

Subscription Flow

DECEMBER 1, 2023

Recurring revenue models, or subscription models , can be a great way for businesses to generate income while providing customers with the options they want. However, a distinct set of metrics is needed for the subscription business model in order to track and keep an eye on the company’s health.

Payment Features 59

Payment Features Subscription Metrics Business 59

Totango

MARCH 16, 2021

A full journey map covers all stages from lead acquisition through subscription renewals, upsells, and referrals, although some maps abbreviate this to focus on the post-sales part of the process. Onboarding: customers complete the set-up process to begin using their purchase and deriving the value they paid for.

B2C 118

B2C B2B Acquisition Software Review 118

User Pilot

MAY 30, 2025

Some common vanity metrics include app downloads, page views, and social media followers, depending on your mobile marketing strategy and business model. Subscriptions? You’re hunting for the psychological journey leading to payment. What directly drives revenue? In-app purchases? Premium upgrades? Write it down.

Payment Solutions 104

Payment Solutions Mobile Payments Payment Methods 104

User Pilot

APRIL 16, 2025

A mobile app conversion rate (CVR) tracks the percentage of your app's users who took a desired action, such as: Downloading your app. Upgrading a subscription ( converting to a higher plan ). Optimize app store presence Your app's app store listing directly impacts its visibility and eventual app downloads.

Payment Solutions 65

Payment Solutions Payment Methods Strategy Mobile 65

FastSpring

SEPTEMBER 19, 2024

We Have Decades of Experience Founded in 2005, FastSpring has two decades of experience with enabling global payments, and we’ve been a part of the SaaS landscape as it has grown. Simple subscription management. Online invoicing. Revenue optimization with intelligent payment routing to improve conversion rates.

Merchant Services 78

Merchant Services Payment Methods Payment Services Payments 78

User Pilot

FEBRUARY 25, 2025

But without deeper context, they might overlook that these users are churning within weeks, not due to problems with the product, but rather because of bad user onboarding. If they frequently abandon onboarding midway, you can pinpoint where engagement drops off. On the surface, it looks like a win.

Underperforming Technical Team 88

Underperforming Technical Team Technical Review Onboarding Churn 88

GetUplift

SEPTEMBER 27, 2021

They offer a Tip of the Day subscription which provides a new iPhone tip each day. The Tip of the Day subscription is free to all their email subscribers. But, they also have a paid subscription called Insider that offers exclusive content for Insider members. . Leverage Your Onboarding Emails.

Retention 109

Retention Strategy Sales Social Media 109

Incredo

MAY 22, 2019

Create blog posts, videos, downloadable guides, case studies and internal pages that can teach prospects more about your product, and tell them how it’s going to address their pain points. For instance, if your SaaS product is an email marketing platform, your milestones can be: The user has downloaded the email template.

SaaS Payments 101

SaaS Payments SaaS Payment Services Payment Methods 101

User Pilot

JULY 20, 2023

Best AI writing tools for the content creation process: Userpilot’s onboarding AI writing assistant: use AI to generate engaging content for your in-app messaging prompts (modals, tooltips, etc.). Last but not least, AI tools are also able to automate various stages of the onboarding process. Source: Surfer.

Artificial Intelligence 98

Artificial Intelligence AI Search AI Software Review 98