SaaStr

MARCH 18, 2022

New customers add value to your CABs with their fresh experience with your sales cycle and onboarding processes. Will you onboard future Account Executives with recorded CAB calls? Your legacy customers will give you rich information on how you’ve grown already. Keep in mind that prospective board members lead busy lives.

Sales Recruiting 234

Sales Recruiting Enterprise Onboarding Investment 234

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. You need to clearly demonstrate the ins and outs of your software to ensure your customers know how to use it and how to employ it effectively in the pursuit of their enterprise’s unique needs and goals.

Onboarding 92

Onboarding Technical Review Software Review Scale 92

User Pilot

MAY 3, 2023

Is Pendo onboarding functionality any good? We look at the onboarding features Pendo offers, how to use them, and their pros and cons. TL;DR Pendo onboarding is a set of features you can use to help your users experience product value and become competent users. What is Pendo Onboarding? What is it? Read on to find out!

Software Review 98

Software Review Onboarding Pricing Engagement 98

User Pilot

JUNE 12, 2023

Any savvy product manager should have a rock-solid understanding of goal-oriented user onboarding. If you want to brush up on your knowledge of the onboarding process – and how you can keep users engaged and achieving their goals throughout – you’ve come to the right place! What is goal-oriented user onboarding?

Onboarding 89

Onboarding SaaS Education Engagement 89

User Pilot

JUNE 15, 2021

UX or CS teams who are trying to improve their SaaS user onboarding experience often ask us: Which software companies have the best user onboarding experiences? When it comes to onboarding a new user, the experience must be obsessively aligned with providing that first moment of value. . Who can we turn to for some inspiration?

Onboarding 145

Onboarding SaaS User Experience Software 145

Net-Results

JANUARY 22, 2019

When you’re dealing with enterprise customers, any major SaaS purchase is going to have a ripple effect through the organization. The post What are some best practice SaaS onboarding processes for enterprise customers? These are not overnight processes. They are extended, involved projects that often span multiple departments.

Enterprise 75

Enterprise Onboarding SaaS Software 75

Totango

MAY 13, 2022

Onboarding is one of the first times your customer engages with your business. The right customer engagement software can optimize your onboarding process and help promote experiences that lead to customer renewal. In the onboarding stage, this can be particularly helpful for assisting customers through common onboarding issues.

Engagement 103

Engagement Onboarding Artificial Intelligence Social Media 103

Totango

JULY 31, 2020

Onboarding sets the stage for customer retention by beginning a positive long-term relationship between you and your customer. For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward.

Onboarding 127

Onboarding SaaS Healthcare Systems Review 127

User Pilot

JANUARY 26, 2023

Wondering how to run a successful SaaS onboarding process to make sure you are setting users up for success from the start? It’s a no-brainer that a solid onboarding workflow is crucial to the success of any product-led company. During onboarding, you have the opportunity to make a lasting impression on your customers.

Onboarding 98

Onboarding SaaS Customer Support Engagement 98

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

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs.

Onboarding 83

Onboarding Technical Review Software Review B2B 83

User Pilot

APRIL 28, 2022

Onboarding software is in high demand for SaaS product managers , and with good reason – the market is booming. Appcues and Pendo are both types of onboarding software, designed to help boost customer engagement. Appcues and Pendo are both types of onboarding software, designed to help boost customer engagement.

Onboarding 96

Onboarding Software Review SaaS Technical Review 96

SaaStr

MARCH 14, 2024

Too many of us settle for glacial times to deployment, and are too slow to onboard new customers. No one outside of the enterprise wants to buy today and deploy next month. #4. Especially in UI/UX, onboarding, and conversions. Do better here. In mobile, you have to, or folks are on to the next app.

Mobile 249

Mobile Subscription Payment Features Pricing 249

Totango

OCTOBER 23, 2020

Onboarding is defined as the actions your company takes after a customer signs up to use your product. A successful onboarding experience can lay the foundation for a loyal lifetime buyer, while a negative experience can push your new customer directly into the hands of a competitor. The Three Stages of Onboarding .

Onboarding 71

Onboarding Underperforming Technical Team Scale Systems Review 71

Totango

AUGUST 18, 2021

Freemium onboarding forms a critical stage in users’ path to becoming paying customers. The email sequences you use to onboard freemium users can directly determine whether they upgrade to premium buyers or they become inactive users. What Is a Freemium Onboarding Email Sequence? Welcome Email.

Onboarding 115

Onboarding Benchmarks Branding Trends 115

Totango

AUGUST 28, 2020

A lot goes into crafting the ideal onboarding process for SaaS products. You need to clearly demonstrate the ins and outs of your software to ensure your customers not only know how to use it, but how to employ it effectively in the pursuit of their enterprise’s unique needs and goals. Why Optimizing Your SaaS Onboarding Matters.

Onboarding 71

Onboarding Scale Software Review Systems Review 71

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

NOVEMBER 18, 2020

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. Efficient Onboarding is Critical. Digitizing the onboarding process makes it repeatable, scalable, and easily accessible.

Onboarding 77

Onboarding Scale Technical Review Systems Review 77

Kellblog

MAY 10, 2021

In this post, I’ll present what I view as the minimum sales management framework for an enterprise SaaS startup — i.e., the basics you should have covered as you seek to build and scale your sales organization [1]. Onboarding program. Onboarding Program. The second key element of repeatability is onboarding.

Sales Hiring 111

Sales Hiring Scale Sales Recruiting Enterprise 111

SaaStr

APRIL 9, 2024

It’ll be a variety of different models fit for a purpose, focused on one specific task that will provide the most value to Enterprises. Going a Level Below A lot of Enterprise is about data services that make AI effective or not. At IBM, they fundamentally believe it won’t be one AI model to rule them all.

AI 215

AI Outsourcing Services Outsourced Development Government 215

SaaStr

OCTOBER 21, 2023

Once the customers get large enough, and you have a brand … in the enterprise, for six figure deals … almost all will want to pay annually via invoice. Even as its gone pretty enterprise. Smartsheet wants them to, and pushes / forces them to, due to the work required in onboarding.

Data 208

Data SMB Payment Features Churn 208

Totango

JANUARY 7, 2020

Onboarding is an opportunity to set your customer up for success. Your customer onboarding workflow should guide you through the process of helping your customer integrate the product into their daily business activities so they can start achieving their goals. Best Practices for a Strong Customer Onboarding Workflow .

Onboarding 72

Onboarding Scale Systems Review Software Review 72

Totango

JANUARY 23, 2020

As such, enterprises need to prioritize cultivating long-term customer relationships that foster continual, mutual growth. Lack of Customer Engagement: Enterprises should provide frequent, helpful, personalized engagements throughout the customer journey. Accelerate Onboarding. Share Customer Data Across Your Enterprise.

Churn 105

Churn Enterprise Strategy Management 105

How To Buy Saas

MARCH 14, 2024

However, WhatsApp Business API is for large brands (enterprise-level) that need a complete business suite that integrates seamlessly with their other digital channels and data. These are also used to streamline onboarding and service access with quick customer support. It has a higher level of customization.

SMB 52

SMB Artificial Intelligence Enterprise Business 52

Sales Hacker

FEBRUARY 12, 2021

An enterprise-level company deals with more complexity in its internal processes, has to manage more people and roles, and needs more data to make informed decisions. At this point, a business needs to look for an enterprise solution that can support its growth. What is an enterprise CRM software? Enterprise CRM vs. SMB CRM.

Payment Solutions 84

Payment Solutions Enterprise Scale Payments 84

Kellblog

JANUARY 14, 2021

In the prior post we introduced repeatable sales process as the Holy Grail of enterprise software sales and, unlike some who toss the term around rather casually, we defined a repeatable sales process as meaning you have six things: Standard hiring profile. Standard onboarding program. Standard support ratios. Standard patch.

Sales Hiring 98

Sales Hiring Enterprise Sales Software Review 98

CustomerSuccessBox

DECEMBER 13, 2021

Here, he talks about the best practices in Customer Onboarding. Can you define successful onboarding? What are the ingredients of a perfect customer onboarding? What are the KPIs and metrics you track for onboarding? Should onboarding be different for different customers? Top 5 mistakes that you have seen/made.

Onboarding 52

Onboarding Scale Underperforming Technical Team Systems Review 52

SaaStr

JULY 26, 2022

So in theory, SMB SaaS is better than enterprise, at least 9 times out of 10: Deals close much faster. But beyond all the other Pros and Cons of SMB vs enterprise, there’s one looming issue with SMB SaaS: Churn. Enterprises take decades to go under. Get better at onboarding. A lot of churn lurks in poor onboarding.

SMB 349

SMB Churn Payment Services SaaS 349

CustomerSuccessBox

DECEMBER 13, 2021

Here, she talks about the best practices to get effective c ustomer onboarding. Can you define successful onboarding? A strong handoff to a Customer Success Manager (if the CSM is not the one doing the onboarding)” What are the KPIs and metrics you track for onboarding? Swiftly I nc.

Onboarding 52

Onboarding Scale Customer Success Scaling 52

BetterCloud

MAY 3, 2022

From happier employees to competitive business advantages, companies now have tons of incentives to pivot to what Gartner is calling a “ distributed enterprise.”. In this article, we’ll deep dive into how to automate a great onboarding experience for new hires that also saves your IT team time and sanity. Remote work is here to stay.

Onboarding 52

Onboarding Cloud Software Review Finance 52

SaaStr

JANUARY 6, 2023

On any given day, the enterprise buyer has many priorities that will come before your product, and those priorities may not be what you expect. At mid-market to large companies, the enterprise buyer is almost always going to pick the solution that doesn’t get them fired. Number two is risk.

Enterprise 130

Enterprise Sales Funnel Innovation Branding 130

SaaStr

OCTOBER 25, 2023

Leveling Up PLG to Accelerate SMB Customers, Including More Attention to Onboarding I love seeing this, it can seem hard to invest heavily in small customers, but if you don’t especially invest in onboarding, that’s a big shame.

SMB 239

SMB AI Onboarding Cloud 239

Totango

NOVEMBER 14, 2019

Onboarding is an exciting, critical phase of introductions and potential. By implementing customer education best practices that drive the onboarding process, you will set your customers—and your enterprise— up for success. Why Onboarding Matters. Onboarding is your customer’s first experience with you and your product.

Education 64

Education Onboarding Underperforming Technical Team Marketplace as a Service 64

Kellblog

JANUARY 14, 2021

The number one question go-to-market question in any enterprise software startup is: “do you have a repeatable sales process?” Standard onboarding program. (This is the first in a three-part restructuring and build-out of the prior post. See note [1] for details.). Standard support ratios. Standard patch. Standard kit.

Sales Hiring 91

Sales Hiring Enterprise Sales Startup 91

Totango

FEBRUARY 6, 2020

By paying attention to a few key customer success factors designed to help you thrive in today’s digital conditions, you can shape your entire enterprise around your customer’s needs and become an integral part of their future. Focusing on these customer success factors will help you operationalize customer-centricity across your enterprise.

Customer Success 92

Customer Success Enterprise Strategy Software Review 92

CustomerSuccessBox

APRIL 19, 2022

So, as an enterprise, you’d require an ‘ Enterprise Customer Success Management ‘ system in place! Many softwares are widely available and it becomes important to choose one that is compatible with the enterprise domain. Why is CSM necessary for an established Enterprise? Enterprise-Customer Association.

Customer Success 52

Customer Success Enterprise Management User Experience 52

Totango

APRIL 26, 2019

Onboarding isn’t just about introductions; it’s about acceleration. Customer onboarding is the period after purchase when your customer is getting to know your product. Ideally, you want customers to get through the onboarding phase as fast as possible so they can enter the value-driven adoption phase. Customer progression.

Onboarding 89

Onboarding Metrics Customer Success Benchmarks 89