Remove Education Remove Interviewing Remove SaaS Payments
article thumbnail

How to Create Client Onboarding Process in Financial Services

User Pilot

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

article thumbnail

How to Create an Interactive Product Demo to Close Deals Faster

User Pilot

An interactive demo is a self-guided walkthrough that uses tooltips, modals, hotspots, and other interactive elements to help users quickly explore your SaaS product. Why build interactive demos for your SaaS product? This both shortens the sales process and enhances the customer experience. What is an interactive product demo?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

SaaS Renewals: A Guide for Increasing Customer Retention (+Best Practices)

User Pilot

SaaS renewals can be a breath-holding moment. TL;DR SaaS renewals includes the process of renewing a subscription to an online-hosted software service. TL;DR SaaS renewals includes the process of renewing a subscription to an online-hosted software service.

article thumbnail

Lowering your SaaS Churn Rate: The Ultimate List of Tips and Suggestions

Natalia Luneva

Existing customer renewal is a high priority for 59% of SaaS companies and a medium priority for 27%. This article will answer the main questions that SaaS founders and market ers have about losing SaaS customers, in other words, user churn: What is SaaS churn definition and why lowering it matt ers?

article thumbnail

8 User Onboarding Case Studies to Learn From to Improve Your Onboarding Process

User Pilot

Sustaining user engagement throughout the entire onboarding process can feel like a task only large teams can achieve. Platformly uses a progress bar and empty state CTAs to simplify the onboarding process for their complex product. Tips for improving the onboarding experience : Use UI patterns to draw users towards activation points.

article thumbnail

13 Ways to Satisfy Customer Needs and Exceed Customer Expectations

User Pilot

You can identify needs through surveys , interviews, social listening, competitor analysis, user behavior analysis , and customer journey mapping. Deliver exceptional customer support using AI and self-service resources. Educate customers with resources in multiple formats like blogs, webinars , or videos.

article thumbnail

SaaStr Podcast #343 with Point Nine Capital Managing Partner Christoph Janz

SaaStr

Christoph has invested in more than 20 SaaS startups and lives and breathes SaaS, everything from “A as in AI-enhanced B2B software” to “Z as in Zendesk”. In 2008 he became an angel investor and discovered Zendesk, Clio, FreeAgent – and his love for SaaS. Christoph Janz: So what does it take to raise capital in SaaS?