User Pilot

NOVEMBER 14, 2024

In this article, you will explore why customer expansion matters for your SaaS growth, discover various customer expansion tactics, and learn how to embed them in successful expansion campaigns. This metric helps SaaS companies track the effectiveness of their expansion efforts. What is a customer expansion strategy?

Strategy

Chart Mogul

AUGUST 6, 2025

Keep key accounts engaged by building HubSpot workflows using ChartMogul data. Thanks to the ChartMogul HubSpot destination, that data instantly triggers a workflow: the account is assigned to a senior account manager, enrolled in a white-glove onboarding sequence, and flagged for a tailored retention campaign.

Metrics

User Pilot

JULY 17, 2025

Pinpoint your main struggle to see how you can improve retention. Identifying why users are leaving Proactively engaging at-risk users Measuring churn accurately How do you currently track customer health and predict potential churn? What’s your biggest challenge with customer churn right now? What is customer churn?

Churn

How To Buy Saas

MAY 29, 2025

This article goes beyond the buzz to show how AI is already driving results in SaaS, finance, retail, and operations, with lessons and case examples that any executive can learn from. AI systems can process vast datasets and spot trends or risks that humans might miss. Intelligent automation drastically reduces errors and cycle times.

Artificial Intelligence

FastSpring

JULY 24, 2025

Netflix, Spotify, and Fortnite all removed in-app subscriptions or payments to encourage users to buy on their websites instead. When users buy subscriptions through your website, you control the checkout, collect payment details, and avoid marketplace fees—boosting your margins. Web subscriptions reduce that cost nearly immediately.

Payments

Full Session

DECEMBER 30, 2024

Amplitude: Product intelligence and event tracking software , offering customer engagement and retention insights. FullSession Capture all user interactions, observe how users engage with your website, and improve its interface, usability, experience, and performance with FullSession, an advanced user behavior analytics platform.

Payment Methods

Teamgate

JULY 25, 2025

This not only enhances customer satisfaction but also streamlines your processes. Saul’s Dolls , on the other hand, defined KPIs for lead generation, quota attainment, and customer retention. For example, effective CRM use has been shown to boost retention rates by 27%.

Scale

Teamgate

JULY 2, 2025

Use automated reminders for follow-up calls, notifications for lead engagement, or alerts for stagnant deals. These small, consistent triggers can make your sales process feel second nature. Visual tools like progress trackers in your CRM can turn routine activities into engaging challenges. Start small to build consistency.

Scale

Stax

JUNE 17, 2025

The world of payments is constantly evolving, with new technologies and shifting business demands reshaping how money moves. In an interview with Karen Webster , CEO of PYMNTS , Paulette Rowe , CEO of Stax, pulled back the curtain on the critical strategies and innovations driving the next wave of payment partnerships.

Payments

Full Session

DECEMBER 23, 2024

In this article, we will help you find the best Mouseflow alternative that can help you dig deeper into user behavior, satisfaction, and retention. Look beyond basic stats watch live session recordings and see precisely how people engage with your site from start to finish. With annual payment, you get 20% off. No worries!

Payment Services

User Pilot

JANUARY 29, 2025

But is Hotjar session replay the best tool for your SaaS business too? Multi-page navigation: Hotjar enables you to track and analyze user behavior across multiple pages of your app during a single session. For example, you can exclude recordings of sensitive information on payment pages. Subscription packages via Hotjar.

Technical Review

User Pilot

APRIL 24, 2025

This article shares exciting product manager roles focused on retention and churn and showcases standout candidates in the field. Stripe: Product Manager, Local Payment Methods Cost Optimization Stripe is a financial infrastructure platform for businesses. Recommended product manager job openings in data-driven companies 1.

Payment Methods

User Pilot

JUNE 25, 2025

They hook users with powerful core features for free, then entice the most engaged to upgrade by offering premium templates and advanced tools through in-app purchases. Now that we’ve got the basics, let’s go over the process of choosing your monetization strategy. This builds trust, shows value, and keeps them engaged.

Payments

How To Buy Saas

JULY 18, 2025

These platforms are evolving into comprehensive command centers for private clinics—integrating scheduling, billing, compliance, analytics, and patient engagement under one intelligent system. Are credentialing services offered or supported? It’s especially well-suited for high-volume outpatient clinics. Here’s what to consider: 1.

Payment Solutions

Teamgate

JULY 16, 2025

Then, refine these groups further based on property preferences and engagement levels. Set Up Sales Pipelines That Work for You A thoughtfully designed sales pipeline can turn a chaotic process into a smooth, repeatable system that gets results. Establish clear criteria for moving clients from one stage to the next.

Scale

How To Buy Saas

AUGUST 8, 2025

Managing a limousine or chauffeur service means juggling reservations, dispatching drivers, tracking vehicles, and marketing your business—all at once. Established Limo & Black Car Services Streamlines complex operations (reservations, scheduling, billing) into one dashboard, boosting efficiency and accuracy. With an impressive 5.0-star

Technical Review

USIO

JULY 1, 2024

In the competitive world of Software as a Service (SaaS), generating recurring revenue is essential for sustainable growth. Here are three ways SaaS organizations can create recurring revenue without spending a dime. Here are three ways SaaS organizations can create recurring revenue without spending a dime.

Payments

USIO

JANUARY 15, 2024

Subscription Models: Usio will provide general insights into why subscription-based payment processing is often considered advantageous for Software as a Service (SaaS) businesses. Predictable Revenue Streams: Subscription models provide a consistent and predictable revenue stream for SaaS companies.

SaaS Payments

User Pilot

AUGUST 22, 2024

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.

Payment Services

Payrix

APRIL 24, 2024

Andy Meadows, the Head of Partner Success at Payrix joins host Ian Hillis to continue their conversation about building a successful Embedded Payments strategy. As the last episode of a four-part series on the topic, Andy and Ian tackle how software companies can minimize attrition and why it’s important to the payments conversation.

Payments

SaaStr

NOVEMBER 21, 2022

An ICP aligns your product, sales, marketing, service, and executive teams to all focus on your highest-value accounts. This helps your business get to a place where you can create scalable and repeatable tactics that will engage and convert your ICP. . Brex then scaled its payments business quickly. ” .

Payments

User Pilot

APRIL 24, 2024

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.

SaaS Payments

SaaStr

APRIL 1, 2023

Throw in the rise of social media and mobile web payment systems like Stripe and Braintree, and something revolutionary was at our doorstep. 2020 wasn’t the only reason small business owners adopted software solutions, but it sure sped up the process. Anyone can open a store and go through the process without talking to anyone.

Scale

Payrix

APRIL 2, 2024

A comprehensive Embedded Payments strategy isn’t complete without value added services. But, as a software platform, what value added services should you be considering? And when should you start thinking about these solutions and infusing them into your payment ecosystem and experience?

Payments

Subscription Flow

MARCH 1, 2024

When talking about ClickFunnels payment gateways – when a reliable payment gateway is integrated with ClickFunnels – this vision comes to pass. A payment gateway is not just an essential component that connects customers’ bank accounts to your merchant platform—it is more than a service.

Payment Services

User Pilot

APRIL 30, 2024

There are many SaaS products , but knowing that, how do you choose the best? This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates.

SaaS Payments

Stax

MARCH 18, 2025

The SaaS industry has seen explosive growth in the past decadeand this is expected to continue this year. Data cited by Statista shows that the software as service is expected to hit $299 billion by the end of 2025. Part of this can be attributed to the SaaS model’s unique aspect of relying primarily on future revenue.

Scale

Payrix

FEBRUARY 4, 2025

A master merchant, often referred to as a payment facilitator or merchant aggregator, is a third-party agent that acts as the link between acquirers and online merchants. The master merchant simplifies the onboarding process for sub-merchants by handling the complexities of payment integration, security requirements, and compliance.

Merchant Services

User Pilot

JULY 23, 2020

You’re leaving cash on the table for your competitors to sweep up if you don’t have a strategy for retention marketing. So, in this blog we’ll show you how to keep your customers happy with a targeted retention strategy. You’re signing up new users for your SaaS product every day. What is Retention Marketing?

Retention

User Pilot

NOVEMBER 30, 2023

Based on the insights you generate, you can create better experiences for website visitors and users, driving more engagement, conversion, and retention. Step 1: Define your conversion points There are several conversion points in SaaS, each action bringing users closer to being paid customers or loyal users of your premium plans.

SaaS Payments

Totango

FEBRUARY 9, 2022

The contract renewal stage of the customer lifecycle is a critical component of driving retention for SaaS products. Knowing how to use technology to optimize your contract renewal process can increase your retention rates and your revenue. Then, we’ll look at the pros and cons of contract renewal automation.

Outsourced Development

User Pilot

FEBRUARY 25, 2024

From marketing funnel analysis to review funnel analysis, this article shows you the most important funnels for SaaS. TL;DR Funnel analysis helps map out all the steps website visitors and in-app users take to achieve conversion goals , like signing up for your tool or completing the onboarding process. Onboarding process funnel.

SaaS Payments

Baremetrics

DECEMBER 18, 2019

What can we do to improve retention? But first, in order to improve retention, we first have to be able to measure it. These are the three retention measurements I usually start with: The “How would you feel if…?” strong acquisition and retention) almost always exceeded that threshold. Why are customers canceling?

Retention

Totango

AUGUST 16, 2022

Customer Retention Software Cuts Down Client Churn. Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn.

Payment Solutions

Stax

FEBRUARY 28, 2024

Software-as-a-service (SaaS) businesses need to constantly evolve their offerings to stay fresh and relevant. But if you’re a B2B solution, there’s a high likelihood that businesses will be interested in being able to accept customer payments, rather than just sending them a PayPal link or to a generic payment gateway.

Payments

Subscription Flow

FEBRUARY 27, 2024

Subscription pricing with the help of automated billing software has transformed many industries and provided businesses with a dynamic way to generate revenue, especially in the SaaS space. SaaS companies’ success is largely dependent on their use of subscription billing.

SaaS Payments

SaaStr

JULY 30, 2024

PLG ensures your product is doing the work for you in terms of customer advocacy, acquisition, and retention. The traditional SaaS model doesn’t always scale, and not every company has all the bells and whistles to fund marketing, sales, and customer success teams. There are three facets to consider to achieve this.

Underperforming Technical Team