November, 2024

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Integrated Payments vs Embedded Payments: Choosing the Right Payment Solution

USIO

In the rapidly evolving world of digital transactions, businesses are continually looking for ways to streamline payment processes and enhance customer experiences. Two prominent approaches in this domain are integrated payments and embedded payments. Understanding the nuances of each is crucial for businesses aiming to optimize their payment strategies—especially when considering solutions like… Source The post Integrated Payments vs Embedded Payments: Choosing the Right Payment Sol

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The 30-Day Test: How to Know if Your VP of Sales Will Succeed

SaaStr

Here’s an uncomfortable truth about SaaS companies: the majority of first-time VPs of Sales don’t make it past 12 months. As someone who has both succeeded and failed at making this critical hire, I can tell you that when it works, it’s transformative. When it doesn’t, it’s potentially catastrophic. A failed VP of Sales hire doesn’t just cost you immediate revenue—it creates a devastating ripple effect: You lose the second-order revenue (up to 6x the initial l

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How to create more effective job descriptions for customer success and professional services roles

ChurnZero

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customer success hiring for SaaS and tech companies nationwide. Hiring the right talent for your company’s customer success team determines its success. A clear, detailed, and well-written customer success job description is essential to attract the right candidate while providing important information about th

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Going Global: Why a Localized Checkout Is Key to SaaS Success

FastSpring

In the SaaS industry, the checkout experience can make or break a sale. A seamless, localized checkout process is crucial for converting potential customers, especially in global markets. Focusing on these three key areas can help your SaaS business win more customers: Language. Payment methods. Currency display. FastSpring is a merchant of record that can help you easily grow your business internationally.

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Airflow Best Practices for ETL/ELT Pipelines

Speaker: Kenten Danas, Senior Manager, Developer Relations

ETL and ELT are some of the most common data engineering use cases, but can come with challenges like scaling, connectivity to other systems, and dynamically adapting to changing data sources. Airflow is specifically designed for moving and transforming data in ETL/ELT pipelines, and new features in Airflow 3.0 like assets, backfills, and event-driven scheduling make orchestrating ETL/ELT pipelines easier than ever!

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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

Today ServiceTitan filed their initial S1 statement. 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.

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Amplitude Session Replay: A Detailed Review (+Better Alternative)

User Pilot

Considering the Amplitude session replay feature and wondering if it’s the right tool for your business? Then, you are in the right place! This article dives deep into Amplitude’s session replay , exploring its characteristics, use cases, and limitations. We also reveal an alternative tool with even more expansive features and excellent value for money.

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5 Interesting Learnings from Klaviyo at Almost $1 Billion in ARR

SaaStr

So the latest SaaS leader to cross $1B ARR is Klaviyo. Klaviyo dominates marketing in the Shopify ecosystem and in ecommerce, and just keeps on scaling. It was the only SaaS IPO on 2023. The only one! And at almost $1B ARR, it’s still growing a stunning 34% (!). In the words of founder CEO Andrew Bialecki: “There’s no downturn at Klaviyo.” 5 Interesting Learnings: #1. 110% NRR from 157,000 SMBs Yes, it can be done, 110% NRR from SMBs.

Scale 301
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Revenue Recognition: Ensuring Compliance and Accuracy

Blulogix

By BluLogix Team Revenue Recognition: Ensuring Compliance and Accuracy What is RevRec and how does it impact accurate reporting for compliance and financial integrity? Ready to see how BluIQ can transform your billing process and help you achieve integrated, automated, and accurate complex monetization? Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.

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How to Get a SOC 3 Report: 4 Easy Steps 

Scytale

Whether you’re a new entrepreneur in the software industry, scaling your startup, or a seasoned SaaS provider, securing a SOC 3 audit report can be a game-changer for your business , helping you strengthen customer trust while demonstrating your unwavering commitment to data security. The good news? It’s easier than you might think. In this blog, we’ll explore the importance of SOC 3 in boosting your business’s credibility and reveal four easy steps that you can follow to get your ha

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Build the Case: Quantify the Real Costs of In-House Testing and QA Gaps

Underinvesting in software testing costs more than you think, and now you can prove it. This guide helps you quantify hidden costs like developer time, support overhead, tech debt, and lost revenue. Use the companion calculator to model your own data, and present your findings with a ready-to-edit presentation template. Whether you're making the case to leadership or validating outsourcing, this toolkit gives you the numbers and tools you need.

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Scaling with Confidence: The Ultimate SaaS Metrics Playbook

The SaaS CFO

Operating your SaaS company without metrics is like flying a plane without instruments. Yeah, you are up in the air, but you might not know where you are headed. Or whether you have smooth air or turbulence ahead. As an in-house SaaS CFO and now fractional CFO, I’ve seen firsthand how critical it is to […] The post Scaling with Confidence: The Ultimate SaaS Metrics Playbook appeared first on The SaaS CFO.

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The ultimate guide to SaaS budgeting

BetterCloud

You’ve just landed your dream job in IT. Congratulations on making it through five rounds of interviews and countless job applications. But now, you’re being asked by the CFO for a budget – not just for IT – but for the SaaS apps you use. The elephant in the room, as it were, is the SaaS budget. And it grows daily sometimes. Well, maybe now you’re thinking of The Little Shop of Horrors , but I digress.

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How to Create a Successful Customer Expansion Strategy? (+Best Practices)

User Pilot

What if you could boost revenue without having to invest a small fortune in new customer acquisition? While it may sound too good to be true, the reality is that you can achieve this by implementing an effective customer expansion strategy. In this article, you will explore why customer expansion matters for your SaaS growth, discover various customer expansion tactics, and learn how to embed them in successful expansion campaigns.

Strategy 105
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83% Percent of You Haven’t Gotten AI SDRs to Work … Yet

SaaStr

So clearly AI is rapidly changing the way we do sales, but how will it all shake out? Over in the contact center and post-sales space, we can already see 20%+ of customer support execs been routinely replaced by AI. But what about the more personal sales side? AI SDRs have taken off more quickly than AI AEs (although personally, I suspect more value will be in AI SEs and AEs that can answer my deep product and pricing questions instantly, without games).

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Agent Tooling: Connecting AI to Your Tools, Systems & Data

Speaker: Alex Salazar, CEO & Co-Founder @ Arcade | Nate Barbettini, Founding Engineer @ Arcade | Tony Karrer, Founder & CTO @ Aggregage

There’s a lot of noise surrounding the ability of AI agents to connect to your tools, systems and data. But building an AI application into a reliable, secure workflow agent isn’t as simple as plugging in an API. As an engineering leader, it can be challenging to make sense of this evolving landscape, but agent tooling provides such high value that it’s critical we figure out how to move forward.

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Using Margin Analysis to Drive Profitability

Blulogix

By BluLogix Team Using Margin Analysis to Drive Profitability How can I use a detailed margin analysis to help my business identify opportunities to adjust pricing and improve profitability in products, packaging, price plans and bundles? Ready to see how BluIQ can transform your billing process and help you achieve integrated, automated, and accurate complex monetization?

Scale 59
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How to buy Embedded Payments: Insights for software companies | Episode 43

Payrix

In the latest episode of PayFAQ: The Embedded Payments Podcast, Ian Hillis speaks with Brad Pinneke , VP of Business Development at Payrix and Worldpay for Platforms, about one of the most important decisions software companies face today: choosing the right payments partner. With over 25 years of experience in the payments industry, Brad shares valuable insights into how vertical software platforms can benefit from Embedded Payments and what to consider when selecting a payments provider.

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When should you recognize churn?

Chart Mogul

Tracking churn is crucial in SaaS, but deciding when to recognize customers as churned can be tricky. Deciding when to classify a customer as “churned” isn’t always straightforward. The right time depends on the nature of your product, billing cycles, and the typical behavior of your customers. Exactly when churn is recognized is often different between SaaS companies.

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Quantifying the Financial Impact of Post-Sales Services: Elevating Customer Success to the Next Level of Decision-Making

Valuize Consulting

As the popular saying goes ‘‘If you can’t measure it, you can’t manage it,’’(Bolsinger 2015). In today’s competitive SaaS landscape, Customer Success has emerged as a vital strategic asset, driving revenue growth and long-term profitability. However, to fully unlock its potential, companies must go beyond qualitative insights and bring data into the decision-making process within Customer Success ranks and investments.

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State of AI in Sales & Marketing 2025

AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.

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Is Fullstory Session Replay Worth It? A Detailed Analysis

User Pilot

Are you looking for a session replay tool but not sure if Fullstory is the right option for your SaaS? This article will help you decide. In the next nine or so minutes, you will learn about: Fullstory session recording features and use cases. Fullstory pricing. The tool’s pros and cons. I also look at two alternatives, Userpilot and Hotjar, that can be a better match for your organization.

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5 Tips to Getting a Job in SaaS in a Tougher Market

SaaStr

I know for many, this seems a much harder time to find a new job What I can tell you is this. It’s not the crazy hiring market of 2021. But all the best start-ups and scale-ups are hiring, and even many of those doing Just OK are, too: I have at least 10 high quality portfolio companies looking hard for a great VP of Sales I have at least 8 high quality portfolio companies looking hard for a great VP of Marketing / Growth Every single portfolio company is looking to hire 2-30 great sales execs

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The hidden costs of insecure file sharing: A horror story

BetterCloud

It’s long past Halloween, but IT horror stories happen no matter the season. Ensuring the security and integrity of your organization is the utmost priority in IT. Yet given the constant flow of information within organizations in terms of file sharing, the protection of sensitive data is often overlooked in one’s file sharing environment. What may seem like innocuous sharing activities can accumulate significant risks when multiplied across a larger user base.

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Meet the faces of Embedded Finance: Unlocking new revenue streams for software platforms

Payrix

Embedded Finance is reshaping SaaS, and for good – and exciting – reasons. At Payrix from Worldpay, we see the potential in empowering software platforms to deliver valuable financial products seamlessly within their user experience. Meet some of our experts driving this shift for our software partners and see how Embedded Finance can enhance your platform’s revenue, customer loyalty, and growth potential.

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5 Ways to Improve Revenue from Integrated Payments

Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments

Most integrated payments providers share a percent of the payment revenue with their software partners. But, oftentimes, that revenue share is only a fraction of the true income potential software providers can realize. If you want to maximize income opportunities from your payments program, check out Wind River Payments’ webinar-on-demand.

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Getting to the human touch at scale with generative AI in customer success

ChurnZero

This guest post is by Jonathan Corbin, founder and CEO of Maven AGI. In the world of customer success, there’s a constant pressure to scale while maintaining that personal touch that keeps customers loyal and engaged. During my time leading HubSpot’s global customer success strategy, we faced a challenge I know many of you are all too familiar with: how do you retain and grow a rapidly expanding customer base without sacrificing the human connection that drives long-term loyalty?

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Navigating the Complexities of Customer Journey Mapping: Why Addressing Hidden Challenges Matters

Valuize Consulting

Introduction In the fast-paced world of enterprise SaaS, understanding and optimizing the customer journey is pivotal for Customer Success (CS) teams aiming to enhance net dollar retention. However, accurately mapping this journey is fraught with challenges that often go unnoticed. These difficulties, rooted in operational complexities and the dynamic nature of customer interactions, can significantly hinder a company’s ability to deliver exceptional value.

Scale 52
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How Mixpanel Session Replay Works [+ Alternative]

User Pilot

If you’re considering the Mixpanel session replay feature, you’re probably wondering how it works, how much it costs, and whether it’s the right fit for your business. For this, let’s find out if these session recordings are worth buying and explore: What mixpanel session replay is and how it works. How much it costs (spoiler: it’s for enterprise plans only).

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Dear SaaStr: What’s the #1 Reason You See Sales Reps Fail These Days?

SaaStr

Dear SaaStr: What’s the #1 Reason You See Sales Reps Fail These Days? The #1 reason I see sales execs struggling today in new roles: they are convinced their playbook is better. And refuse to run the one that is already working. They are convinced they know better. That the founders are wrong, or whomever is running things is either wrong, or to be ignored. “That’s not the way I do things” or some variant is something I often hear these days.

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SaaS Essentials: Failed Payment Solution Guide

For SaaS businesses, improving retention is one of the easiest and most effective ways to drive revenue and profits. With a clear link between failed payments and customer churn, having a robust failed payment recovery solution isn’t optional—it’s essential. Achieving your retention goals starts with the right solution.

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Effectively managing SaaS user access permissions

BetterCloud

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. Yet for most IT teams, it’s easier said than done.

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Video of My Appearance with Jason Lemkin on SaaStr Workshop Wednesdays

Kellblog

Last Wednesday I had the pleasure of sitting down for a 50-minute chat with SaaStr founder Jason Lemkin as part of their Workshop Wednesdays program. Our ostensible topic was What Really Matters in SaaS in 2025, but we ended up having a wide ranging and fast-paced conversation about many things, including: Will 2025 be the year of IPOs for PE-backed companies?

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How to turn SaaS implementation insights into a strategic asset.  

ChurnZero

For most CX teams in SaaS, the implementation process is a one-way street. Your team directs their attention outward to focus on the customer, their needs, their data, their stakeholders, and their timetable. And, really, that’s how it should be—with one exception. To the customer, implementation handoffs are almost a formality. An introduction from their sales rep to the implementation team starts the process, and a handoff from implementation to their CSM concludes it.

Scale 52