Intercom, Inc.

JUNE 15, 2022

But focusing on the core product can often come at the expense of deeply considering what the onboarding process – the real-world process customers have to go through to start getting value from the product – will be like. Onboarding is critical to the success of your product. the onboarding process, but lost precious time.

Onboarding 195

Onboarding Underperforming Technical Team Software Review Technical Review 195

Intercom, Inc.

OCTOBER 22, 2019

Good onboarding isn’t just about introducing new signups to your product’s features – it’s a continual process of guiding people towards success with your product. So in this guide, you’ll learn how to cut through the confusion to plan and create a cohesive onboarding experience that leads to high conversion and high retention rates.

Onboarding 201

Onboarding Churn Mobile Retention 201

TechEmpower SaaS

NOVEMBER 13, 2023

As part of the onboarding process, the app asks both job seekers and employers what they’re looking for - in a text box - while providing a few suggestions in a pop-up. Even with the pop-up suggestions, we saw significant drop-off during user onboarding. This isn’t just our opinion - our startup metrics prove it!

Generative AI 443

Generative AI Artificial Intelligence AI New CTO 443

User Pilot

MARCH 30, 2025

A great user onboarding experience shouldnt stop at your web app. With Userpilots mobile onboarding , you can create native-feeling in-app experiences that are quick to launch and dont need developer handoffs. In this guide, well explore how it works, what sets it apart, and why it could be the right fit for your onboarding strategy.

Mobile 62

Mobile Onboarding User Experience Engagement 62

User Pilot

JANUARY 15, 2025

Let’s be honest, onboarding in SaaS can feel like navigating a labyrinth. As product managers and onboarding specialists, you’re juggling a million priorities: feature adoption, activation milestones, reducing churn… And crafting the perfect email sequence that guides users to success? What are they?

Onboarding 52

Onboarding Benchmarks Engagement Data Analysis 52

User Pilot

AUGUST 22, 2024

This is because the client onboarding process in financial services faces unique challenges. More importantly, we show you how to improve your onboarding and how Userpilot can help. Userpilot offers a range of customer onboarding, feedback collection, and analytics features for financial services and products. What are they?

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

Tom Tunguz

OCTOBER 28, 2020

How quickly an IT team can train people, onboard them, and make them successful with all the different technologies procured by a central unit. In the world of education, this concept is called the Flipped Classroom. Students take charge of their education, and the teacher becomes a guide. There are two answers to this question.

Technology 260

Technology Education Onboarding Software 260

Tom Tunguz

MARCH 8, 2020

Partner enablement, educating the sales team, is important to succeeding with these types of relationships. The more streamlined the customer onboarding, the more effective marketplaces will be for you. Channel partnerships: this means another company’s salesforce is selling your product.

Scale 349

Scale AWS Consulting Sales Enablement 349

User Pilot

MAY 17, 2025

For me, effective mobile app onboarding is the difference between new users looking around our app and disappearing right after, or understanding our app value and becoming engaged users. To succeed, therefore, you need to create a frictionless mobile app onboarding flow that captures users attention and shortens their time to value.

Mobile 75

Mobile Onboarding Systems Review Banking 75

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

User Pilot

JANUARY 10, 2024

Are you an aspiring user onboarding specialist, trying to figure out what the appropriate onboarding manager salary to expect is? Or perhaps you’re a SaaS company looking to hire the perfect onboarding manager with the best qualifications and the right pay. What is an enterprise onboarding manager?

Onboarding 104

Onboarding Management SaaS Technical Review 104

ChurnZero

MAY 30, 2024

Customer education is essential for the success of your product. However, not all companies have roles dedicated to customer education, and when customer education does become a priority, it can feel overwhelming to build a customer education program from scratch. It doesn’t have to be. It doesn’t have to be.

Education 107

Education Outsourced Development Entertainment Metrics 107

SaaStr

JANUARY 17, 2023

Before the internet, a vendor could control the product life cycle from awareness to education to trials to purchase. From there, it’s about focusing on time to value through onboarding and customer success. Educating users differently than buyers. Evolution of Growth Motions. It’s repeatable, prescriptive, and scalable. .

Startup 289

Startup Sales Sales Funnel Education 289

Intercom, Inc.

MARCH 3, 2022

Despite how crucial user onboarding is to increasing customer conversion and retention , it’s still somewhat overlooked or brushed off in many organizations that see it as an item to cross off the checklist as soon as the user becomes a paying customer. Successful user onboarding guides users through a series of “aha!”

Growth Marketing 157

Growth Marketing Onboarding Marketing Consulting 157

Intercom, Inc.

JULY 1, 2020

At Intercom, our Support Ops and Product Education teams work hand-in-hand to deliver proactive support to our customers. 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. .

Customer Support 240

Customer Support Scale Education Onboarding 240

Sales Hacker

NOVEMBER 8, 2024

Efficient TTV highlights an optimized onboarding experience and provides a clear indicator of early product satisfaction. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX.

Scale 108

Scale Sales Recruiting Sales Hiring AI Search 108

User Pilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding. Ready to dive in?

Onboarding 105

Onboarding Strategy Social Media Churn 105

User Pilot

SEPTEMBER 30, 2024

3P Learning is an Australian educational technology company that specializes in developing online learning resources. We chatted with Tom Ulman, the Chief Product Designer at Reading Eggs, a 3P Learning company, about how they used Userpilot to improve the user onboarding experience. To master all these features, they need onboarding.

Onboarding 105

Onboarding Software Review Development Technical Review 105

User Pilot

JANUARY 8, 2024

Looking for customer onboarding practices to implement for your product? Features to look out for in the right customer onboarding tool. TL;DR Customer onboarding is the process of guiding new users to understand, adopt, and make the most of your product. Zendesk uses branched onboarding for better personalization.

Onboarding 104

Onboarding SaaS ChatGPT Retention 104

User Pilot

JUNE 4, 2024

As a product manager, you probably already understand the importance of a great onboarding UX design and its importance for customer journey optimization and user retention. In this article, though, our focus is on how you can improve the user onboarding process for your users. Onboarding surveys. User onboarding checklists.

Onboarding 98

Onboarding SaaS User Experience Customer Lifetime Value 98

User Pilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Make the onboarding journey enjoyable by providing clear instructions and guidance.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

User Pilot

MAY 17, 2025

This guide breaks down 7 mobile onboarding strategies that work, complete with real mobile app onboarding examples and tips on how to build a solid app onboarding process using Userpilot. What makes mobile app onboarding different? Mobile app onboarding isnt just a smaller version of web onboarding.

Mobile 62

Mobile Onboarding Engagement Strategy 62

User Pilot

NOVEMBER 7, 2024

Product demos can be used at various stages in the customer journey, such as on your website to engage potential customers, in email campaigns to nurture leads, during sales calls to provide a “try before you buy” experience, and for customer onboarding to help new users get up to speed quickly.

Payment Methods 102

Payment Methods Payment Solutions Software Review SaaS Payments 102

User Pilot

JANUARY 16, 2024

The customer onboarding process flow chart is a tool that’s essential for optimizing your activation and adoption efforts. TL;DR A customer onboarding process flow chart is a visual tool that outlines the key stages of customer onboarding , aiding SaaS teams in creating consistent and effective onboarding experiences.

Onboarding 105

Onboarding AI Retention Scale 105

Intercom, Inc.

JANUARY 20, 2021

At Intercom, we believe that providing educational and motivational help content leads to loyal and engaged customers. If you’re not helping to educate your customers, you’re giving your competitors a chance to fill in the gaps. These feedback loops are essential to producing quality educational content. Give the entire lesson.

Scale 233

Scale Technical Review Education Customer Support 233

SaaStr

FEBRUARY 8, 2022

This expertise requires team training and seller education. . Who: Who makes up your revenue, onboarded vs. retained? At the same time, focus on the accounts you onboarded last month to ensure they’re also spending this month and the following ones to maximize your volume and revenue.

Scale 285

Scale Sales Hiring Compensation Sales 285

SaaStr

AUGUST 10, 2022

From day one, a strong support team was a priority, as well as product education and a self-service community. Says Khusid, “It’s not only about bringing in the right people, it’s also about onboarding them into the company and building processes that support the scale of the organization.” Key Takeaways.

Sales Hiring 246

Sales Hiring Scale Company Culture B2C 246

SaaStr

FEBRUARY 9, 2023

is a software company that develops online SEO tools and free educational materials for marketing professionals. Grab tickets here. Join these incredible companies to experience all the value of SaaStr! Ahrefs Pte. Ahrefs is an all-in-one SEO toolset for growing search traffic and optimizing websites.

Payment Methods 245

Payment Methods Payments Payment Solutions Education 245

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. Retain users by educating them the right way and delivering the features they actually want. They spend hours perfecting the onboarding flow or tweaking button placements.

Strategy 62

Strategy Mobile Systems Review Scale 62

SaaStr

JUNE 21, 2024

You don’t end up saving time because you have to interview different firms and onboard them, and you still have to look through resumes, do back-channel references, take calls with them, and more. Your customer wants to be educated on how to buy your product. The best candidates don’t really use external recruiters.

Sales Recruiting 283

Sales Recruiting Sales Hiring Scale Outsourced Development 283

Stax

OCTOBER 17, 2024

Embedding payments is a great first step, but encouraging merchants to adopt payments and onboarding them is another hurdle many ISV/SaaS businesses run into. Fishbowl was able to successfully leverage the Stax sales and support teams to significantly improve their payments onboarding, activations, and recurring revenue.

Stax 88

Stax Payments Merchant Services SaaS Payments 88

Tom Tunguz

MAY 1, 2023

Devrel educates the market, assists them in solving their problems, then sales engages.

Scale 211

Scale Engineering Outsourced Development Sales 211

SaaStr

AUGUST 9, 2021

Instead, he suggests building a sales enablement team with onboarding, playbooks, boot camps and continuing education, especially as the product evolves. In its early life, the TripActions team assumed they could scale by hiring more sales reps and replicating their process. Stop Selling Like a Startup.

Scale 286

Scale Sales Hiring Enterprise Sales 286

Incredo

JANUARY 14, 2020

Their future customers don’t need much education about using the software. Your content needs to be informative and educational. 2) Why you need an auto dialer software? Consideration stage content may include promotional blog posts, case studies, FAQ, educational posts where you slightly talk about your software.

Sales Funnel 239

Sales Funnel SaaS Sales Social Media 239

Kellblog

JUNE 1, 2025

While many sales skills are generic, you can save six to twelve months of onboarding time by hiring someone who has already sold to your target buyer. One day, when you’re huge, you may have to hire sales talent unfamiliar with your buyer and build an onboarding program to teach them. Let someone else pay for that education.

Sales Hiring 60

Sales Hiring Startup Scale Onboarding 60

SaaStr

APRIL 8, 2022

Make sure you have plenty of educational resources available. From your informational content to your onboarding process, your customer experience should be at the forefront of your mind. Companies can achieve simplicity throughout targeted customer conversion journeys by breaking down the process into three steps. Consideration.

Development 267

Development Marketing Advertising Technical Support 267

SaaStr

FEBRUARY 21, 2024

They go through their onboarding programs and know the policies. They have a quarterly launch rhythm that David Sacks coined, with set times to educate. Then, you run education programs and emphasize plays around the most revenue-generating products. Prospects don’t just want to know the price, especially in security.

AWS 272

AWS Scale Sales Hiring Marketing 272