ChurnZero

FEBRUARY 28, 2025

You might be surprised to know that SaaS companies can learn a lot from their consumer subscription counterparts. 4: High-end sales teams Increasingly, SaaS organizations leverage inside sales teams, since selling subscriptions is easier and less of a commitment than selling enterprise software. 3: Make onboarding seamless.

SaaS Payments

User Pilot

OCTOBER 19, 2024

Unlike traditional businesses, most SaaS businesses operate the subscription pricing model. For instance, satisfied customers are more likely to renew their subscriptions month after month with a subscription-based streaming service. Use gamification to drive engagement. It makes customers feel welcomed and supported.

Business

User Pilot

JUNE 30, 2025

User onboarding is not a one-person job. We have to oversee how we’re engaging customers , how we’re structuring emails in our onboarding sequence, and what user experience we’re providing once they’re on the app. Based on my experience, here are a few onboarding email templates that I believe can serve as inspiration!

Onboarding

USIO

APRIL 24, 2025

Automated appointment reminders via SMS or email that drive attendance and pre-visit engagement. Streamlined co-pay collections with embedded payment optionsaccepting cards, HSA/FSA, and contactless payments at the time of service. Denial management and appeal workflows that simplify corrections and resubmissions.

Merchant Services

SaaStr

APRIL 15, 2025

Heres why: Revenue in Consumption Models Comes from Usage, Not Signatures : Unlike traditional subscription SaaS, where you lock in revenue with a signed contract, in a consumption-based model, revenue only materializes when the customer starts using the product. Criteria for activation: Customer completes onboarding within 30 days.

Scale

User Pilot

NOVEMBER 14, 2024

Product usage patterns and engagement levels (those who use the product more than others). In-app behavior , like events they’ve completed, features they’ve used, or in-app flows they’ve engaged with. Feature engagement analytics in Userpilot. What metrics should you consider? Segmentation in Userpilot.

Strategy

User Pilot

JANUARY 2, 2025

How to design surveys for maximum engagement? Its purpose is to collect data necessary to personalize the onboarding experience by highlighting relevant features or resources for each user type. Visual simplicity boosts engagement: Emoji ratings make the survey quick and fun to fill out. Was my guess right?

Scale

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? Don’t just guess!

Onboarding

Stax

JUNE 3, 2025

SaaS operates on a subscription model, making it easier to manage cash flow and reduce upfront expenses. From CRMs to payment processors, you can connect your favorite tools to create a seamless, customized workflow that boosts efficiency and data accuracy. Lower upfront costs Say goodbye to expensive licenses and infrastructure costs.

Payment Services

Stax

MARCH 16, 2025

However, by cutting churn in half (to 2.5%), the company could save $150,000 annually while maintaining a stronger, more engaged customer base. A lack of onboarding Onboarding is critical when it comes to successful user adoption of a new product. A lower churn rate indicates higher customer retention.

Payment Solutions

User Pilot

JULY 12, 2025

We use behavioral analytics to map out the customer journey so that we can tailor onboarding flows, marketing efforts, and engagement campaigns to each segment. For example, we can promote advanced modules to power users who demonstrate high engagement. We want to: Understand our users’ specific needs and desires.

Customer Lifetime Value

User Pilot

JUNE 30, 2025

At times, even a great in-app onboarding flow isn’t enough. That’s where an onboarding email sequence comes in. An effective sequence can re-engage users and help them hit the first milestone faster. In this guide, I’ll show you 8 onboarding email types that drive activation, with real examples and templates you can use.

Onboarding

Chart Mogul

JANUARY 9, 2025

Here, customers usually find your brand through marketing channels and then engage with it through tools like interactive self-guided demos, free trials, or freemium versions of your product. Onboarding Once the contract is signed, its time to get the new customer up and running.

Scale

User Pilot

JULY 23, 2025

Low user engagement and feature adoption Reaching the *right* users at the *right* time Understanding the announcement’s true impact See how to nail your next New Product Announcement Stop guessing and start delivering targeted, effective in-app announcements. We announce it to all of our users at once To specific segments (e.g.,

Mobile

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

User Pilot

JUNE 30, 2025

86% of customers say they’d be more likely to stay loyal to a business that invests in onboarding content that welcomes and educates them after they’ve bought. This includes writing the perfect email onboarding sequence that guides your customers through the user journey. Here’s my quick guide to crafting stellar onboarding emails.

Onboarding

User Pilot

MAY 27, 2025

I mean what happens after the download: how users navigate, what features they engage with, and where they drop off. For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. With app tracking, you can see that drop-off and know exactly where and why user engagement decreased.

Mobile

How To Buy Saas

MAY 29, 2025

Sephoras Virtual Artist and Amazons product recommender personalize shopping for each user, boosting engagement and sales. Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated. Executives also leverage generative AI for idea generation and reporting.

Artificial Intelligence

User Pilot

OCTOBER 19, 2024

Conduct A/B testing on your surveys to ensure the design, questions, and timing drive higher engagement rates. Set up in-app surveys to capture feedback at crucial moments, such as during onboarding or after specific feature usage. Segment your audience by criteria like customer lifecycle stage, product usage, or subscription plans.

Software Review

ChurnZero

MAY 23, 2025

But in a subscription economy, the reality is that its far more than that. Use customer health scores, product engagement data, and CS insights to qualify expansion opportunities – the same way you would a net-new deal. Pro tip : Ask your data experts to break LTV down by segment, vertical, or time to onboard (TTO).

Customer Success

BetterCloud

NOVEMBER 1, 2024

Let’s say you already automate onboarding using some kind of end-to-end SaaS management platform like BetterCloud. In a flash, you see that 110 licenses are not activated, 73 of activated licenses are not engaged users. Improve security by enforcing strong access controls and preventing unauthorized access. But that’s not all.

Management

User Pilot

JULY 17, 2025

Identifying why users are leaving Proactively engaging at-risk users Measuring churn accurately How do you currently track customer health and predict potential churn? Your strategy for re-engaging users can make the difference between losing a customer and building loyalty. Effective customer churn prediction relies on data.

Churn

ChurnZero

MAY 16, 2025

They are deal-centric, perfect for managing a sales pipeline, but are not built to handle a CSMs workflow or post-sale engagement. Once a deal is closed, a CRM often loses visibility into the customers journey, making it difficult to track product adoption, engagement, and value realization over time. Support & ticketing (e.g.,

Payments

Valuize Consulting

NOVEMBER 5, 2024

The Crucial Role of Customer Journey Mapping Customer journey mapping goes beyond plotting touchpoints; it involves gaining deep insights into the customer’s experience from initial contact through ongoing engagement. CS teams manage vast amounts of data from numerous customer engagements across multiple channels.

Scale

User Pilot

JULY 10, 2025

I’ve tested a ridiculous number of SaaS products over the years, which means I’ve ended up in just as many onboarding sequences. Encourage long-term engagement. Customer onboarding welcome email from Zapier. From what I’ve noticed, almost every industry uses this welcome email template to: Provide a confirmation.

Onboarding

BetterCloud

JUNE 9, 2025

You’re not alone in thinking your SaaS subscriptions have grown faster than your understanding of them. However, this very ease and flexibility have contributed to a fragmented landscape where different teams and individuals can onboard new tools without centralized oversight, leading to a complex web of subscriptions.

SaaS

How To Buy Saas

MAY 21, 2025

Modern ATS software automates tedious tasks like job posting, resume screening, and interview scheduling, freeing HR teams to focus on engaging with candidates. This model offers easy accessibility (anywhere, anytime), automatic updates, and lower upfront costs (subscription-based pricing).

Systems Review

BetterCloud

MAY 23, 2025

Engage with department heads and end users to understand their needs and pain points. BetterCloud Analyze the cost-benefit ratio of each application, considering not just the subscription fee but also the associated overhead in terms of management, training, and integration.

Technical Review

Payrix

FEBRUARY 4, 2025

Card acceptor business code A four-digit numerical representation of the type of business in which the card acceptor (merchant) engages. Card brands Member-based corporations that connect consumers, businesses, and banks through electronic payments; establish and enforce rules amongst members; and promote the brands (e.g.,

Payment Services

How To Buy Saas

FEBRUARY 25, 2025

Quick onboarding and accessible customer support/resources. For more advanced needs like multi-step nurturing or complex logic, Salesforce often relies on integrating its Marketing Cloud or Pardot (now Marketing Cloud Account Engagement) for marketing automation. UI (Lightning) is powerful but can feel busy.

Scale

Chart Mogul

FEBRUARY 25, 2025

Now, you can launch an automation when a subscription is set to be canceled. These updates highlight what makes ChartMogul so powerfulnot just for Subscription Analytics, but for as a CRM workflow tool. First up: a new trigger and a new action. Plus, you can auto-create tasks for any automation, keeping your team one step ahead.

Churn

Chart Mogul

FEBRUARY 13, 2025

Marketing can analyze which features attract the most users or generate the highest engagement. Subscribers who will stick around, renew their subscriptions, and expand their usage over time are the most valuable customers in SaaS. This insight is useful for all GTM models, including both PLG, sales-led growth (SLG).

Scale

Chart Mogul

OCTOBER 23, 2024

It’s the foundation of every team’s activities, from onboarding to performance reviews to upskilling efforts. With this system, everyone can access subscription revenue insights and understand how their actions impact the company’s bottom line. It’s true that every SaaS company should have an ICP, no matter the growth model.

Scale

User Pilot

JULY 12, 2025

With our help, his team improved in-app engagement, centralized product insights, and increased feature adoption. Solution: Finding an all-in-one product growth platform The stakeholders agreed they needed a centralized platform for in-app engagement and analytics. Let’s see how they achieved it!

Engineering

Chart Mogul

JULY 24, 2025

Examples of accidental branding: Support emails that sound robotic Onboarding flows that feel like spam Outdated or confusing pricing pages Inconsistent messaging between website and social media Every small detail shapes how people perceive you. This wasn’t a growth hack or a flashy PR stunt. It was a deliberate choice.

Branding

User Pilot

FEBRUARY 12, 2025

More product engagement means a stickier product. Think about Duolingos streak feature users log in daily, but are they actually engaged or just avoiding losing their streak? Product stickiness refers to how frequently users engage with a product and how essential it becomes in their daily workflows. Great news, right?

Customer Lifetime Value

Chart Mogul

NOVEMBER 11, 2024

Using customer retention cohort analysis, you can track the percentage or number of customers from a specific group who still have active subscriptions over time. You can do this by offering onboarding workflows, one-on-one account support, and ongoing in-app guidance to keep them engaged. moment with your product.

Pricing