Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

Onboarding 93

Onboarding Technical Review Software Review Scale 93

User Pilot

APRIL 29, 2024

Example: create a product tour to onboard new users. Segmentation by role or use case helps teams create personalized onboarding experiences. Target them with secondary onboarding experiences to aid the discovery of such features. An onboarding flow created in Userpilot. Let’s look at a few more.

Payment Features 92

Payment Features Interviewing Software Review Technical Review 92

FastSpring

OCTOBER 13, 2020

Optimize Your Onboarding Process to Deliver Value Quickly. Onboarding is your opportunity to teach a new customer how to successfully use your product. The more you invest in your onboarding process, the more retention you will see over time. And don’t be afraid to revisit your onboarding process on a regular basis.

Retention 148

Retention Payment Features Payment Methods Payment Services 148

User Pilot

JUNE 19, 2023

TL;DR A SaaS learning management system (LMS) is a cloud-based solution for delivering educational experiences. SaaS LMSs like TalentLMS, Skilljar, Docebo, Litmos, iSpring Learn, Paradiso, SkyPrep, or Blackboard allow you to create complex and structured online and blended training courses for staff onboarding and partner training.

Systems Review 88

Systems Review Management SaaS Education 88

User Pilot

MAY 2, 2024

Secondary onboarding introducing advanced features unlocks additional customer value. Educational webinars showcase new ways to leverage the product, fostering an engaged user community and generating new leads. SaaS companies rely on recurring subscription revenue from customers rather than one-time sales.

Retention 85

Retention Metrics Strategy Scale 85

Totango

MARCH 12, 2019

Customer onboarding is the period after a purchase when your customer is getting to know your product or service. The good news is that onboarding in the digital era has become easier; interactions happen faster, communication is streamlined, and customer success software can notify you of important events.

Onboarding 80

Onboarding Software Review Social Media Churn 80

Stax

DECEMBER 20, 2023

“This is what we call payment adjacency,” explains Richard. It’s about knowing where in your app it makes sense to have payments-related activity. That could be during sign-up or it could be at the point when they need to send an invoice.” Underwriters also look for large transactions or inconsistencies in transactions.

Merchant Services 88

Merchant Services Payment Services SaaS Payments Payments 88

User Pilot

APRIL 22, 2024

Teams of customer success are responsible for building playbooks , managing churn , streamlining onboarding, enhancing customer experiences, driving account expansion , and gathering feedback. Implementing an onboarding checklist to help users progress through the customer journey. Segmenting new sign-ups with Userpilot.

Customer Success 75

Customer Success Retention Software Review Customer Lifetime Value 75

User Pilot

OCTOBER 5, 2023

For example, imagine trying to onboard users manually; you’ll waste valuable time that could have been used for other activities. In-app onboarding automation to increase trial to paid conversion rate Personalized onboarding increases trial-to-paid conversion rates. For example, imagine you have an invoicing software.

Scale 97

Scale Marketing Growth Marketing Payment Features 97

User Pilot

APRIL 30, 2024

Enhancing the user onboarding process with welcome pages , interactive tours, progress indicators, and targeted emails can significantly speed up user engagement and product adoption. Pricing model : Affordable or flexible pricing (such as subscriptions or tiered pricing) can make the product accessible to a broader audience.

Payments 82

Payments Payment Solutions AI Search Payment Services 82

SaaSHolic

DECEMBER 2, 2021

Product onboarding is an essential part of customer activation and retention for businesses that are SaaS providers. One of the best things you can do for your customers’ success as a SaaS provider is to ensure that you walk them through a wholesome onboarding experience. What makes an onboarding experience a bad one?

Onboarding 52

Onboarding Strategy SaaS Underperforming Technical Team 52

User Pilot

JANUARY 9, 2023

Personalize the onboarding process according to users’ JTBD. Implement proactive customer support paired with customized educational resources to provide personalized solutions to user issues. Some helpful strategies include: Personalize the onboarding process for new customers. Userpilot onboarding checklist.

Customer Lifetime Value 90

Customer Lifetime Value Retention Marketing Scale 90

User Pilot

DECEMBER 19, 2023

Design a successful onboarding flow to help users unlock value quicker. Develop an effective onboarding flow to drive customer success An onboarding flow is a way of introducing new customers to your SaaS products or existing customers to new tools and features. Just remember that the onboarding needs to be personalized.

SaaS Payments 83

SaaS Payments Management Customer Lifetime Value SaaS 83

Blulogix

FEBRUARY 16, 2024

Creating a Monetization Framework For Your Business View the Whitepaper Understanding Customer Lifecycle Management in Recurring Revenue Models Customer lifecycle management in the context of recurring revenue encompasses a strategic approach to engaging customers at each stage of their journey with a brand.

Payments 52

Payments Payment Services Revenue Management 52

User Pilot

FEBRUARY 26, 2023

The customer success renewal playbook is central to keeping the incoming stream of recurring revenue flowing. Thanks to the subscription economy of SaaS companies, high customer retention is vital to staying afloat and enjoying growth. The renewal process begins immediately after a user signs up for your product.

Customer Success 89

Customer Success SaaS Retention Education 89

User Pilot

APRIL 29, 2024

Demographic segmentation Demographic segmentation categorizes customers based on specific demographic factors such as age, gender, income, occupation, or education level. What is your highest level of education? CSAT survey) Would you consider renewing your subscription? What industry do you work in? How old are you?

Payment Solutions 86

Payment Solutions SaaS Payments Payment Methods Payments 86

User Pilot

MAY 8, 2023

As the number of software tools and subscriptions increase, so too do the expectations of SaaS customers. Creating valuable content that educates customers, helps them discover new features, and keeps users engaged will pay dividends for your software company in the form of higher revenue or adoption rates.

Software Review 95

Software Review Outsourcing Services SaaS Sales Hiring 95

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 239

Customer Support Scale Education Onboarding 239

User Pilot

NOVEMBER 14, 2023

Now let’s go over 12 tactics that any SaaS can implement to increase LTV: Collect customer data such as JTBDs, use cases, pain points, and job titles to provide a personalized onboarding process. Implement secondary onboarding to educate customers about advanced, relevant features so they can stick around for longer.

Customer Lifetime Value 82

Customer Lifetime Value SaaS Onboarding Retention 82

CustomerSuccessBox

JUNE 20, 2022

With the right customer success software in place, you’ll be able to automate your onboarding and customer journeys, optimize product adoption, instantly check on the health of your customers, and accurately track and report on the metrics that align with your company’s goals. Improve user onboarding. Mature Stage SaaS.

Artificial Intelligence 52

Artificial Intelligence Customer Success Software Payment Features 52

User Pilot

JANUARY 23, 2023

The first strategy you can use is to tailor the onboarding process for each user persona. Segment new customers based on their jobs to be done , then trigger an onboarding flow that walks them through relevant actions. Landing new customers isn’t enough for a subscription-based business – it’s also important to retain them.

Market Segmentation 94

Market Segmentation Retention Marketing Software Review 94

ProfitWell

MARCH 24, 2020

The subscription model is booming. Almost everything is sold as a subscription, from socks to razor blades, and of course software. Without further ado, let's look at nine subscription-based companies absolutely nailing it in 2020. What is a subscription company? So why the subscription business model?

Subscription 72

Subscription Payment Features Payment Methods Payments 72

User Pilot

SEPTEMBER 19, 2023

TL;DR Churn prediction involves identifying at-risk customers who are likely to cancel their subscriptions or close/abandon their accounts. This includes targeted re-engagement campaigns, personalized customer education, and more. This is especially true for SaaS companies with the subscription business model.

Churn 100

Churn Machine Learning Artificial Intelligence Data Analysis 100

User Pilot

MAY 2, 2024

Personalize the customer experience , for example, through tailored onboarding. Use onboarding checklists with progress bars to guide users through activation milestones. A/B-test different versions of your onboarding flow to optimize for conversions. Use secondary onboarding to unlock additional value from advanced features.

Retention 89

Retention Marketing Customer Lifetime Value Onboarding 89

Intercom, Inc.

MAY 13, 2022

For example, a subscription-based service requires continuous nurturing so that the customer will be a repeat subscriber. Additionally, implementing a solid customer onboarding process will help ensure your customer starts off on the right foot. . An upsell campaign requires education, trust, and building genuine relationships.

Marketing 118

Marketing Social Media Branding Onboarding 118

User Pilot

MARCH 23, 2023

. #2: Customers churn as a result of an ineffective onboarding process that doesn’t deliver product value. Create a personalized onboarding flow to help users reach the Aha! Provide customers with self-service education by creating a knowledge base packed with helpful resources. #4: moment faster. #3: User persona.

SaaS Payments 93

SaaS Payments Churn Underperforming Technical Team Payment Methods 93

User Pilot

JUNE 22, 2023

TL;DR Customer churn refers to customers discontinuing their usage or subscription to your product. To reduce churn rate , you can follow practical tactics like: Personalize customer experience from the start by tailoring onboarding and in-app guidance. Implement onboarding checklists to drive users to the activation point.

Churn 85

Churn Retention Onboarding Engagement 85

User Pilot

MARCH 16, 2023

TL;DR UserGuiding is a cloud-based digital platform that provides onboarding solutions. It has a 14-day free trial and three subscription packages: Basic, Professional, and Corporate. Userpilot offers the right value for money and has just the features you need to improve onboarding , analyze user feedback, and drive product growth.

Pricing 91

Pricing Software Review Technical Review Onboarding 91

Chargify

MARCH 25, 2019

Recurring subscriptions are becoming the norm in the business world, and for good reason. Subscription services give the end user control over costs and employee access, without the cumbersome contracts. But some software-as-a-service (SaaS) companies struggle with how to sell subscriptions.

SaaS Payments 54

SaaS Payments Payment Methods Subscription Payment Features 54

User Pilot

JULY 20, 2023

Attrition is the bane of every subscription business; low retention rates will result in a duce and the customer lifetime value and revenue will plummet. Poor onboarding. How to reduce churn rate and increase customer lifetime value: Personalize the onboarding process for new customers to shorten time to value.

Churn 85

Churn SaaS Payments Payment Solutions Payments 85

Natalia Luneva

JANUARY 13, 2021

However, the subscription business model can’t survive if you keep on acquiring new custo mers but the old ones keep on walking away. 3 Educate, educate, educate. The sign up process isn’t followed up by an onboarding process and no supporting materials are provided. And everybody loved it.

SaaS Payments 105

SaaS Payments Payment Methods Churn Payment Services 105

Intercom, Inc.

JUNE 22, 2020

In-app messaging allows marketers to engage users at just the right time, to facilitate onboarding, share product updates, offer support, or promote relevant offers. Chats and posts have many different use cases such as asking customers if they need help, announcing product updates, welcoming visitors, or onboarding new users.

Mobile 235

Mobile Onboarding Engagement Churn 235

ProfitWell

JULY 22, 2020

However, with safe and secure payment methods such as Stripe and Paypal, it is now just as convenient for manufacturers. Use a subscription-based model. One of the best ways of achieving this is by using a subscription-based model. Such initiatives include: Onboarding programs. Customer Education programs.

Payment Methods 93

Payment Methods Outsourcing Services Branding Payment Features 93

User Pilot

FEBRUARY 7, 2023

Push notifications are used to get inactive users re-engaged while in-app messages educate active users to boost retention. Combining all of them to create an interactive walkthrough can make the onboarding process go a lot smoother for new users. Checklist example made with Userpilot.

Communication 96

Communication Onboarding User Experience Retention 96

User Pilot

FEBRUARY 5, 2024

You can calculate the free trial conversion rate by dividing the number of free trial users who upgrade to a paid subscription by the total number of trial users. Conduct path analysis post-sign-up to identify exit points or confusion, refining onboarding content to guide users effectively towards conversion.

Payment Methods 52

Payment Methods Payment Solutions SaaS Payments Scale 52

User Pilot

MARCH 7, 2024

Webinars not only educate existing users and keep them engaged but also attract potential customers seeking a solution to their problems. For example, designing an onboarding flow that helps users activate a feature relevant to their use cases sends them a clear signal: that you know what matters to them and are ready to accommodate it.

Engagement 94

Engagement Metrics Underperforming Technical Team Scale 94

ChurnZero

JULY 12, 2019

Perhaps product problems, loss of a key user in the account, a bad use case… Sure, these are some reasons why customers may churn, but the reality is that your churn rate is deeply connected to the quality of onboarding journey your users go through. The subscription-based business model is rooted in the value your solution offers.

Scale 75

Scale Onboarding Customer Success Underperforming Technical Team 75