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 92

Onboarding Technical Review Software Review Scale 92

Subscription Flow

DECEMBER 1, 2023

Recurring revenue models, or subscription models , can be a great way for businesses to generate income while providing customers with the options they want. This trend is even affecting business-to-business enterprises. This is how customers canceling their subscriptions will affect their finances.

Subscription 59

Subscription Payment Features Metrics Business 59

User Pilot

APRIL 4, 2024

Whether you want to boost user activation or improve product adoption, maximizing product engagement is crucial. But here’s the thing—product engagement can mean different things for various products. That makes it key to understand what product engagement means for your specific offering to track and optimize the right metrics.

Engagement 52

Engagement SaaS Retention User Experience 52

Totango

JUNE 30, 2021

Knowing how to boost product adoption after onboarding is critical for customer retention. Onboarding is a crucial time to provide the training and resources that customers need to make the most out of your product. During the onboarding stage, your customer is getting set up so they can begin deriving value from your product.

Onboarding 94

Onboarding Customer Success Subscription Payment Features 94

Totango

AUGUST 8, 2021

We recommend six best practices for using customer information to improve engagement with your software product and increase the likelihood of customer renewal : Establish Goals and Milestones. The first step in building strong SaaS customer engagement is understanding the current customer experience. Offer Relevant Communications.

Engagement 118

Engagement Customer Success Software Onboarding 118

User Pilot

MAY 2, 2024

Secondary onboarding introducing advanced features unlocks additional customer value. It keeps the product fresh and users engaged. Educational webinars showcase new ways to leverage the product, fostering an engaged user community and generating new leads. Monitoring user behavior reveals negative trends linked to churn.

Retention 82

Retention Metrics Strategy Scale 82

User Pilot

MARCH 10, 2024

In either case, monitoring and analyzing user behavior patterns can help drive more user engagement and minimize churn. Behavioral analysis aims to identify these trends to improve the user experience. Trend analysis helps identify changing user needs over time.

User Experience 87

User Experience Payment Features Trends Engagement 87

User Pilot

FEBRUARY 27, 2024

By analyzing these events in your product, you can understand how users engage with your app and make improvements to enhance the user experience. Let’s dig into what in-app events are and how you can leverage them to drive engagement and build better products! In-app events give you valuable insights into user behavior.

Payment Solutions 93

Payment Solutions SaaS Payments Payments User Experience 93

Totango

JUNE 4, 2021

Use These Great Customer Engagement Ideas to Increase Retention. Engagement is key to retention and referrals. Here are seven great customer engagement ideas you can easily put into practice. We’ll also show you how technology can help you automate your engagement strategy. Cater Promotions to Client Needs.

Engagement 62

Engagement B2C Technical Review Retention 62

Totango

APRIL 16, 2021

Personalized customer engagement promotes more active use of your product and stronger relationships with your brand. This lays the groundwork for subscription renewals and upsell opportunities. Learn what types of communication you can personalize and what techniques you can use to promote personal engagement.

Engagement 69

Engagement Communication Onboarding Customer Success 69

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. How to increase customer value during onboarding with Donna Weber. Let me go back to my six-stage onboarding framework.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

User Pilot

OCTOBER 5, 2023

Email marketing automation vs. growth marketing automation Email marketing automation empowers you to automate routine email marketing tasks, from delivering warm welcome emails to new users and nurturing leads through drip campaigns to rekindling engagement with inactive users. User segmentation in Userpilot.

Scale 94

Scale Marketing Growth Marketing Payment Features 94

FastSpring

FEBRUARY 8, 2024

Explore the Power of Changelog Integration in Our Documentation Navigating the Tax Landscape: Key Changes That Demand Your Attention in 2024 Quarterly B2B Onboarding Update: Your Complete Guide to Seamless Transactions! Maintenance of secure payment processing systems. Visit our Support page. Continual monitoring.

Payment Methods 78

Payment Methods Customer Support Merchant Services Payments 78

User Pilot

MAY 2, 2024

Fortunately, there are things you can do to reverse the trend. Create an omnichannel engagement strategy to deliver a consistent experience across all customer touchpoints. Personalize the customer experience , for example, through tailored onboarding. Use secondary onboarding to unlock additional value from advanced features.

Retention 86

Retention Marketing Customer Lifetime Value Onboarding 86

Totango

SEPTEMBER 22, 2020

There are 5 recommended best practices in using customer information to improve engagement with the product and increase the likelihood of customer renewal : Establish Goals and Milestones. The first step in building strong customer engagement is understanding the current customer experience. Data-Driven, Goal-Based Engagements.

Engagement 95

Engagement Strategy Scale Customer Success 95

User Pilot

FEBRUARY 25, 2024

In the article, we show you how to identify and reduce customer friction in your SaaS product to boost product engagement. Customer can experience friction at all stages of their lifecycle , for example, when researching the product, during the sign-up and onboarding , when using the product, or while trying to access support.

Scale 81

Scale SaaS Onboarding Engagement 81

Totango

NOVEMBER 18, 2020

It is critical that at each phase in the customer success lifecycle, you are engaging your customer with the goal of retaining them. Onboarding is a vital part of this customer retention focus, however, an onboarding process that is too lengthy or complicated can sour customer relationships early on.

Onboarding 77

Onboarding Scale Technical Review Systems Review 77

Totango

AUGUST 28, 2020

A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle both of these challenges at once is to utilize a customer onboarding checklist for your CS team that clearly delineates all of the targets that need to be hit during this stage of the customer journey. Define your goals and KPIs.

Onboarding 71

Onboarding Scale Software Review Systems Review 71

User Pilot

APRIL 29, 2024

How can you use them for better customer engagement ? Try Userpilot and Take Your Customer Engagement to the Next Level Get a Demo 14 Day Trial No Credit Card Required What is segmentation? In SaaS, segmentation surveys provide crucial insights that inform product development , marketing strategies, and customer engagement tactics.

Payment Solutions 83

Payment Solutions SaaS Payments Payment Methods Payments 83

User Pilot

APRIL 22, 2024

Here are a few examples of correlation and causation in product analytics: Conduct an analysis to understand user activity decline : You can use a Trend dashboard to track how users interact with its main features and break it down by user plan. Furthermore, retention analysis enables: The measurement of user engagement over time.

Retention 52

Retention Churn Onboarding Subscription 52

User Pilot

MARCH 14, 2024

9 use cases for customer analytics in SaaS: Test your onboarding flows with A/B testing. Perform feature ideation with trend analysis. Book a demo and see how Userpilot helps SaaS brands like yours to understand in-app behavior, generate customer insights, and deploy solutions to improve customer engagement. User effort score.

Customer Lifetime Value 91

Customer Lifetime Value SaaS Underperforming Technical Team Retention 91

User Pilot

APRIL 22, 2024

In this article, we’ll share 17 best practices that you can implement today to increase retention , revenue, and engagement. Teams of customer success are responsible for building playbooks , managing churn , streamlining onboarding, enhancing customer experiences, driving account expansion , and gathering feedback.

Customer Success 72

Customer Success Retention Software Review Customer Lifetime Value 72

User Pilot

MAY 6, 2024

Product usage data captures how users interact with the product to inform development and engagement strategies. For example, you can personalize the onboarding process so that users realize value and achieve their objectives in less time. Based on that information, you can trigger onboarding flows that help them adopt the feature.

Payment Methods 59

Payment Methods SaaS Payments Payment Solutions Payments 59

Baremetrics

JUNE 26, 2020

If you screw up your customer’s experience early on in their subscription, it’s hard to convince them to keep paying month after month. And since SaaS and subscription businesses depend on monthly recurring revenue to grow , it pays to perfect your customer onboarding process. Let’s onboard some new customers.

Onboarding 99

Onboarding SaaS Churn Social Media 99

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 79

Customer Lifetime Value SaaS Onboarding Retention 79

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. Track feature usage to understand customer engagement. Use an onboarding checklist to drive users toward activation. Bad customer service.

Churn 81

Churn SaaS Payments Payment Solutions Payments 81

User Pilot

APRIL 16, 2024

In SaaS, a product experience strategy provides the building blocks for making customers stay, engage with your app, and eventually become loyal advocates for your product. Offer contextual help based on user behavior to improve activity and user engagement. Reduce customer churn : Since engaged, customers become loyal customers.

Strategy 86

Strategy Customer Lifetime Value Onboarding User Experience 86

User Pilot

NOVEMBER 12, 2023

How Userpilot can help you act on user intent to drive adoption , engagement, and account expansion. Upgrade intent : This intent is felt by existing customers who express an interest in enhancing their current subscription or feature usage. Trends analysis report generated with Userpilot. to understand and act on user intent.

Scale 92

Scale Underperforming Technical Team Churn Trends 92

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

Blulogix

FEBRUARY 24, 2024

By BluLogix Team Harnessing Emerging Technologies for Next-Generation Billing and Subscriptions In the rapidly evolving landscape of digital commerce, artificial intelligence (AI) and machine learning (ML) stand out as transformative forces, reshaping the future of billing and subscription models.

Artificial Intelligence 52

Artificial Intelligence Machine Learning AI Search AI 52

User Pilot

APRIL 26, 2023

TLDR; Customer data analysis is the process of collecting and analyzing data to identify trends and better understand customers. Monitor feature engagement with feature tagging, session recordings and heat maps , which provide a color-coded system to track customer engagement. Figma’s welcome screen. Miro’s signup flow.

Data 95

Data Data Analysis Software Review SaaS 95

User Pilot

APRIL 24, 2024

It also enhances their decision-making processes and provides insights necessary to personalize customer experiences , like onboarding flows for greater satisfaction and loyalty. AI tools can visualize trends and anomalies in real-time. TL;DR AI helps SaaS teams improve productivity by automating repetitive tasks.

AI 69

AI Artificial Intelligence SaaS Generative AI 69

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

User Pilot

JULY 5, 2023

A good customer satisfaction level ensures great product engagement to retain customers longer. You can use the following 14 effective tactics to improve customer satisfaction scores : Offer personalized customer experiences from the onboarding phase by tailoring them to customers’ needs and preferences.

SaaS Payments 92

SaaS Payments Payment Solutions Payment Services Payment Methods 92

User Pilot

JANUARY 31, 2023

TL;DR At-risk customers are those who are showing signs of canceling their subscriptions. The main factors contributing to at-risk customers include poor onboarding process , lack of product value perception, lousy customer support, unfixed bugs, and no learning materials, resource center, and FAQs. What are at-risk customers?

Churn 94

Churn Underperforming Technical Team SaaS Payments Payment Solutions 94

User Pilot

JANUARY 9, 2023

Personalization is a three-step process that begins with data collection from multiple sources, continues with user segmentation , and ends with actions taken to engage each segment. Personalize the onboarding process according to users’ JTBD. Launch interactive walkthroughs and checklists to help users attain activation faster.

Customer Lifetime Value 86

Customer Lifetime Value Retention Marketing Scale 86

User Pilot

JANUARY 16, 2024

From analyzing market trends to churning user needs and technical feasibility into golden product ideas, there are many benefits of ChatGPT for product managers. Task it with analyzing customer feedback, customer data, and more, to identify trends and patterns. Have ChatGPT brainstorm ideas to improve your onboarding process.

ChatGPT 87

ChatGPT Management Underperforming Technical Team Technical Review 87