SaaStr

OCTOBER 27, 2022

At SaaStr, our partners are an integral part of our events. At OnBoard , we believe board meetings should be informed, effective, and uncomplicated. Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 2,000 organizations and their 12,000 boards and committees in 32 countries worldwide.

Merchant Services 240

Merchant Services Payment Solutions Onboarding Payments 240

Intercom, Inc.

MARCH 23, 2022

We’ve just wrapped up an incredible day of New at Intercom , our first global virtual launch event, where we discussed our vision for the future of customer engagement and unveiled some incredible new products. If you were there, you know first-hand how much news we shared throughout the event.

Scale 220

Scale DevOps as a Service Communication Scaling 220

User Pilot

JUNE 30, 2025

Video onboarding can be the solution you need when text-only tutorials are driving your users away. Text-heavy onboarding flows can overwhelm new users, leading to increased support tickets and slower activation. So you can build successful onboarding experiences that we know will increase user activation.

Onboarding 66

Onboarding SaaS AI Engagement 66

SaaStr

JANUARY 23, 2025

Focus on: Building robust security and compliance (SOC 2, ISO 27001) Automating customer onboarding/offboarding Creating enterprise-grade support processes Developing procurement relationship expertise Having clear data handling procedures 5. Master Enterprise-Grade Operations The operational bar is much higher in enterprise.

Enterprise 244

Enterprise Sales Hiring Scale Outsourced Development 244

SaaStr

JULY 25, 2023

Dreamforce : Although Dreamforce, hosted by Salesforce, encompasses a broader scope than just SaaS, it remains a significant event for SaaS professionals. Microsoft Inspire : Microsoft Inspire is an annual event for Microsoft’s partner community, which includes SaaS companies building on the Microsoft ecosystem.

ChatGPT 189

ChatGPT AWS SaaS CTO 189

SaaStr

MARCH 16, 2025

Marketing leaders face crushing expectations from all sides: Management wants leads Sales needs collateral Product needs launches The team wants career growth The instinct is to spread your resources across everything: blogging, analyst relations, PR, events, SEO, paid search, content marketing, and more.

Scale 242

Scale Sales Hiring Scaling Marketing 242

SaaStr

FEBRUARY 25, 2025

The event is strategically designed to facilitate 1000s of meaningful connections through 1000+ on-site “Who Do You Want To Meet” dedicated 1-on-1s for B2B founders and execs (no service providers, sorry!) The event attracts investors ranging from seed-stage to growth equity, making it relevant regardless of your funding stage.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

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. In this guide, I’ll show you 8 onboarding email types that drive activation, with real examples and templates you can use. Together, these email examples can serve as a blueprint for your customer onboarding sequence.

Onboarding 71

Onboarding Software Review Engagement Churn 71

User Pilot

MARCH 30, 2025

A great user onboarding experience shouldnt stop at your web app. With Userpilots mobile onboarding , you can create native-feeling in-app experiences that are quick to launch and dont need developer handoffs. In this guide, well explore how it works, what sets it apart, and why it could be the right fit for your onboarding strategy.

Mobile 66

Mobile Onboarding User Experience Engagement 66

SaaStr

MAY 19, 2020

Customers in travel and events are deeply hurting, and maybe there isn’t even a point in charging many of them right now. Are you doing digital events just focused on your top customer segments? Better Onboarding Helps Even More in Stressful Times. So make it even easier to onboard. Lean in there. 1 week).

Strategy 348

Strategy Travel Market Segmentation Onboarding 348

User Pilot

DECEMBER 30, 2024

While the product adoption platform offers decent user onboarding and engagement features, it lacks advanced analytics capabilities and is quite expensive. Overview of Chameleon Chameleon is a no-code user onboarding platform that lets SaaS teams create in-app experiences to engage and retain users. Onboarding checklists in Userpilot.

Software Review 105

Software Review AI Search Pricing Onboarding 105

User Pilot

DECEMBER 31, 2024

Autocapture for recording in-app events without manual tags. In contrast, other similar tools typically focus on one specific area of the digital adoption process, whether its user onboarding, product analytics, or employee training. Appcues Appcues is a user onboarding tool designed with simplicity in mind. Pendo vs. Userpilot.

Technical Review 105

Technical Review Underperforming Technical Team Software Review Onboarding 105

USIO

JULY 10, 2025

You’ve probably built listeners for events like payment_succeeded or customer_created. Our onboarding team works with you step-by-step to make the transition painless. To make it even faster, we include pre-configured collections for Postman , Insomnia , and Bruno. Does Usio use webhooks? Absolutely—and we’ll help you do it.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

SaaStr

APRIL 28, 2025

Product Will Need to Be More Self-Serve As AI handles more of the sales and onboarding process, there will be increased pressure to make products truly self-deployable. Companies will need to invest more in seamless onboarding, intuitive UX, and automated implementation to match the efficiency of their AI sales process.

AI 244

AI Underperforming Technical Team Sales Technical Review 244

Sales Hacker

NOVEMBER 8, 2024

Efficient TTV highlights an optimized onboarding experience and provides a clear indicator of early product satisfaction. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX.

Scale 110

Scale Sales Recruiting Sales Hiring AI Search 110

SaaStr

NOVEMBER 24, 2020

It is the last SaaStr event of 2020 and it sure has been a wild ride. Thanks to our partners and sponsors we have been able to take our events digitally – bringing together SaaS industry experts from across the world. Check out the low down on our sponsors for SaaStr Scale who are helping to make this event happen.

Scale 293

Scale Scaling Outsourced Development compliance 293

User Pilot

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use analytics to identify and improve areas of friction in the onboarding process. Let’s dive right in!

Banking 105

Banking Onboarding compliance Scale 105

User Pilot

NOVEMBER 28, 2024

Basically, it captures what users do—like rage clicks, page loads, and transitions—and ties those actions to the events you’re tracking. Here’s how it works once you install it: Mixpanel records user actions as part of your event-based data setup (it’s not an actual screen recording). What is a session in Mixpanel?

Software Review 105

Software Review Enterprise Pricing compliance 105

User Pilot

MAY 27, 2025

For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. Because now, you can: Improve onboarding by identifying friction points. What to track: Core in-app user behavior events Not all user interactions are equally useful. What features drive repeat usage ?

Mobile 96

Mobile Retention Payment Features Onboarding 96

User Pilot

AUGUST 22, 2024

This is because the client onboarding process in financial services faces unique challenges. More importantly, we show you how to improve your onboarding and how Userpilot can help. Userpilot offers a range of customer onboarding, feedback collection, and analytics features for financial services and products. What are they?

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

User Pilot

MAY 17, 2025

For me, effective mobile app onboarding is the difference between new users looking around our app and disappearing right after, or understanding our app value and becoming engaged users. To succeed, therefore, you need to create a frictionless mobile app onboarding flow that captures users attention and shortens their time to value.

Mobile 82

Mobile Onboarding Systems Review Banking 82

SaaStr

JUNE 10, 2020

The playbook is similar, but not the same, and needs different content, marketing, and ultimately, staffing: Customer and Field events. It’s fine even if no prospects come to your new Digital Event. What % of your soft and hard budget for events goes to retention, and what % to lead gen? Podcasts, blogs and video conten t.

Marketing 326

Marketing Customer Success Retention Content Marketing 326

User Pilot

JULY 21, 2024

Which SaaS industry has the highest customer onboarding checklist completion rate? You will also learn best practices for designing excellent onboarding checklists! TL;DR An onboarding checklist guides new users through the activities they must complete to discover product value and use it to achieve their goals. Book the demo!

Benchmarks 105

Benchmarks Onboarding Healthcare Metrics 105

User Pilot

SEPTEMBER 30, 2024

We chatted with Tom Ulman, the Chief Product Designer at Reading Eggs, a 3P Learning company, about how they used Userpilot to improve the user onboarding experience. Challenge: Relying on busy developers to build onboarding flows Reading Eggs has two user personas : the learners and their parents. Book a demo to find out more!

Onboarding 105

Onboarding Software Review Development Technical Review 105

User Pilot

AUGUST 8, 2024

The company realized their current onboarding solutions weren’t adequate, so they decided to give Userpilot a go. TL;DR Challenge : Talana faced difficulties providing effective onboarding and in-app communication for their product. So they looked for a self-serve solution that would enable them to onboard new customers at scale.

Onboarding 105

Onboarding Software Review Technical Review Communication 105

SaaStr

AUGUST 1, 2020

Some of you are in the “Covid Decimated” category (travel, IRL events, etc) and things in many ways are as tough and rough as March. We learned new ways to onboard customers, faster. ” events team — with no IRL events at all happening — had a record July. We adjusted sales and marketing.

Sales Hiring 363

Sales Hiring Venture Capital Cloud Travel 363

SaaStr

JULY 17, 2020

It’s a bit non-obvious, but let’s take an example of a hypothetical VC portfolio of 10 companies (to keep it simple): 3/10 are “Covid Decimated” in travel, events, etc. It’s tools that facilitate collaboration and distributed project planning and remote onboarding and much more.

Airlines 343

Airlines SaaS Travel Cloud 343

User Pilot

OCTOBER 31, 2024

These issues might range from low engagement with specific features to a high churn rate or poor user onboarding. To address this, you could meet with your team to agree on metrics related to onboarding, such as activation rate , time-to-value, and so on. Tracking in-app events with Userpilot. How to plan product analytics?

Strategy 105

Strategy Underperforming Technical Team Government Customer Lifetime Value 105

SaaStr

DECEMBER 4, 2023

They also don’t think remote onboarding and training and culture is working well enough in sales. In any event, net net CROs don’t think finding great sales talent is any easier today, even with more nominal candidates in market. #3. But they’ve thrown up their hands in many cases. But there is some truth here.

Sales Recruiting 297

Sales Recruiting Sales Hiring Onboarding Sales 297

SaaStr

MAY 27, 2022

41% of you have sales do some customer onboarding, not just CS or other specialists. I like a “traditional” 50/50/25 plan, but in any event was curious what others were doing in practice. #12. 85% of you attend the top industry events, and 39% get a booth. In any event, most of you show up in any event.

Sales Hiring 339

Sales Hiring Pricing Scale Interviewing 339

SaaStr

JANUARY 17, 2024

But it knows onboarding requires business process change, so for the most part, it requires annual contacts. #4. International Only 16% of Revenue I would have expected more, but in any event, a key growth vector for them going forward. They see it hitting 116% at the end of the year. #3.

Airlines 305

Airlines Technical Review Entertainment Government 305

SaaStr

SEPTEMBER 7, 2023

Put together a strong onboarding team. At least 90% at a base case onboarding in 30 days, ideally much faster if you sell to SMBs. Especially, don’t hire a VP of CS that doesn’t raise their hand on their own and say how important it is to visit customers. -> Small Customer Events Really Work.

Sales Hiring 293

Sales Hiring SaaS SMB Churn 293

SaaStr

JULY 7, 2023

Tactic #2: Take Your Onboarding Gifts “Outside The Box” Every SaaS company sends an onboarding gift box with branded “things” in it. Speak at my event! This is a fine practice. But to get to the next level, you must step it up and take your gifts outside the box. A lot of companies ask, ask, ask before giving to customers.

Retention 242

Retention Software Review Revenue Systems Review 242

SaaStr

MAY 24, 2024

Despite the rise of self-service in B2B , the marketing toolkit (targeted outbound, drip marketing, content marketing , webinars, events) remains effective. Events offer valuable opportunities for marketers to connect with customers, especially during the lockdown. Avoid organizing events of any size when starting a SaaS company.

Sales Hiring 293

Sales Hiring Outsourcing Services Technical Review Scale 293

User Pilot

MAY 17, 2025

This guide breaks down 7 mobile onboarding strategies that work, complete with real mobile app onboarding examples and tips on how to build a solid app onboarding process using Userpilot. What makes mobile app onboarding different? Mobile app onboarding isnt just a smaller version of web onboarding.

Mobile 66

Mobile Onboarding Engagement Strategy 66

SaaStr

FEBRUARY 9, 2023

At SaaStr, our partners are an integral part of our events. In February 2023, we’re heading to Singapore for our first APAC event and we wanted to give a special shout-out to some of the companies that will be there with us! We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 !

Payment Methods 246

Payment Methods Payments Payment Solutions Education 246

SaaStr

JANUARY 25, 2021

Focus on Prospects with Compelling Events: Our experts saw deals stall out due to no decision or no change, leading to their addressable market getting smaller since companies are being more conservative with their cash. For example, in Q1 and Q2 stay focused on prospects with compelling events that force them to make a change.

Scale 241

Scale Technical Review Sales Onboarding 241