User Pilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Effective strategies for primary onboarding: Greet users with welcome messages.

Education 91

Education Onboarding Customer Success Engagement 91

User Pilot

JUNE 9, 2023

Are you struggling with segmenting onboarding messages for your customers? So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs. So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs.

Onboarding 66

Onboarding SaaS User Experience Engagement 66

User Pilot

MARCH 31, 2023

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Tracking the metrics helps you improve your onboarding process and retain more customers.

Onboarding 72

Onboarding Metrics Retention Scale 72

FastSpring

JULY 25, 2024

Get ready to level up your game’s revenue potential at devcom and gamescom 2024! As a global D2C payment platform for video games, we’re excited to be on site at both events to show how we can help you streamline payments, boost sales, and go direct-to-consumer (D2C) without sacrificing convenience. Go D2C with confidence.

Payments 154

Payments Payment Methods Payment Services Payment Solutions 154

SaaStr

JULY 11, 2024

Canva and Asana began as self-serve, and Canva just held an Enterprise event. If you don’t already do self-onboarding and procuring, it’s wildly difficult to add later. How Do You Categorize Revenue for VCs? If you have communications, software, and another source of revenue, be honest and do three colors on your revenue stack.

Sales Hiring 213

Sales Hiring Scale Marketing Interviewing 213

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

SaaStr

JANUARY 17, 2024

But the bigger ones are the ones driving revenue growth at scale. And 51% of their revenue now comes from $100k+ deals. #2. But it knows onboarding requires business process change, so for the most part, it requires annual contacts. #4. That’s been critical to them maintaining revenue growth. #5. The result?

Airlines 231

Airlines Technical Review Entertainment Government 231

Intercom, Inc.

OCTOBER 26, 2018

To build customer value, businesses need internal customer advocates who can prioritize long-term value to the customer over immediate revenue. Our customer success managers, or CSMs, typically step in after a large deal has closed and provide tailored onboarding based on the customer’s specific goals.

Sales Hiring 123

Sales Hiring Customer Success Scale Underperforming Technical Team 123

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 251

Scale Scaling Outsourced Development compliance 251

Intercom, Inc.

OCTOBER 3, 2019

On this week’s show, we catch up with email marketing strategist, Val Geisler, as she walks us through some practical emailing tips, her process for onboarding, and why she likens career progression to a spiral staircase. Think about onboarding like you’re hosting a dinner party. The dinner party approach to onboarding.

Onboarding 143

Onboarding Sales Hiring Churn Consulting 143

User Pilot

MAY 30, 2024

It will also have an impact on metrics like retention and revenue. Test the possible Aha moments in your onboarding flows. Use onboarding checklists to guide users to the Aha moments. To learn how Userpilot analytics , feedback, and onboarding features can help you find the Aha moment and drive product adoption, book the demo!

AI Search 85

AI Search Onboarding User Experience Retention 85

User Pilot

JANUARY 31, 2023

Have you ever used Customer Success Qualified Lead (CSQL) to drive product growth and increase your revenue? In this article, we’ll go over what a know what customer-qualified lead is, why it’s important to track them and how can this help increase revenue. How to drive revenue growth with CSQLs? Let’s get started!

Customer Success 81

Customer Success Revenue Software Review Strategy 81

User Pilot

DECEMBER 9, 2021

What is Net Revenue Retention? In this article, we’ll take an in-depth look at what Net Revenue Retention is, why it matters and the multiple approaches you can take to improve it. Net Revenue Retention (NRR) is a SaaS metric that calculates the percentage of revenue retained from existing customers over a specific period of time.

Retention 88

Retention Revenue Software Review Churn 88

Sales Hacker

NOVEMBER 10, 2023

With the end of the year fast-approaching, two inevitable events emerge on the horizon: The dawn of a new calendar year (hello 2024!). A spotlight falls on customer loyalty, an influential force on the revenue secured during contract renewals. Contract renewal dates. This week’s newsletter is sponsored by Demandbase.

VP of Engineering 101

VP of Engineering Scale Outsourced Development AI 101

User Pilot

FEBRUARY 25, 2024

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. Increase revenue growth. Onboarding process funnel. These range from landing page conversion journeys to in-app onboarding journeys.

SaaS Payments 87

SaaS Payments Payment Services Payment Methods Payment Solutions 87

Sales Hacker

OCTOBER 4, 2024

Hello and welcome to The GTM Newsletter – read by over 52,000 revenue professionals weekly to stay up-to-date and scale their companies and careers. Hosted 20+ virtual events with thousands of attendees. Hosted a three-city roadshow tour in Scottsdale, NYC, and San Francisco.

Scale 87

Scale Sales Hiring Technical Review AI 87

User Pilot

JULY 14, 2024

Activation has an impact on other product metrics , including revenue. The largest companies with revenue of $50M+ had the highest activation rates of 43.1%, whereas companies grossing $10-50M had the lowest: 17.6%. Ensuring compliance often requires more complex implementation and onboarding , resulting in lower activation.

Benchmarks 83

Benchmarks Scale Onboarding Metrics 83

Sales Hacker

MARCH 8, 2024

Hello and welcome to The GTM Newsletter – read by over 50,000 revenue professionals weekly to scale their companies and careers. ELG strategies can increase revenue: Forrester reports that mature partner programs generate revenue for companies at 2x the rate of low maturity partner programs.

Scale 102

Scale AI Search Social Media AI 102

User Pilot

FEBRUARY 27, 2024

Monitoring conversion rates helps organizations evaluate the effectiveness of their marketing efforts and onboarding processes and forecast business performance. Start funnel analysis by mapping out the customer journeys for all your user personas , paying particular attention to conversion events at key touchpoints. Easy peasy.

Marketing 77

Marketing Forecasting Trends Metrics 77

User Pilot

OCTOBER 20, 2023

As you read, you’d also learn: Key metrics for measuring active users How to track active users for your tool How to improve active users with better onboarding and other strategies TL;DR An active user is an individual who regularly engages with and utilizes your platform. Use tooltips to reduce onboarding friction.

Onboarding 82

Onboarding Retention Social Media Metrics 82

User Pilot

AUGUST 5, 2023

Set up custom events to track user activities. The six key metrics to measure are conversion rate, activation rate, product adoption rate, retention rate, average revenue, and customer lifetime value. It involves tracking events and metrics and using the insights to make data-driven business decisions.

Data 82

Data Customer Lifetime Value Underperforming Technical Team Data Analysis 82

Casey Accidental

FEBRUARY 20, 2018

I’ve come to realize this saying describes an optimal strategy for a lot more than just an ad-supported revenue model. Align Revenue To The Value You Create. In other words, very similar advice to what is a successful onboarding ? It’s interesting to map the revenue growth of Dropbox to Evernote over the same time period.

Payments 70

Payments Revenue VP of Engineering Payment Methods 70

User Pilot

JULY 2, 2024

Data-driven companies are 58% more likely to hit revenue goals. These analyze past trends , identify causes , forecast future events, and recommend actions. ClearCalcs improved user activation rates with Userpilot by addressing user needs through cohort analysis and personalized onboarding flows.

Business 93

Business Forecasting User Experience Churn 93

FastSpring

MARCH 16, 2023

MapTiler has seen significant growth in revenue in countries with active affiliate partnerships. For instance, since they onboarded an affiliate partner in Japan, their sales in the country have increased by over 300%. But the team also uses in-person events to find affiliates and form strategic partnerships with other companies.

Payment Methods 147

Payment Methods Payments SaaS Payments Social Media 147

User Pilot

MARCH 16, 2023

TL;DR UserGuiding is a cloud-based digital platform that provides onboarding solutions. With UserGuiding, you can integrate with multiple applications, build easy onboarding flows, create user segments and microsurveys , and analyze feedback. UserGuiding is a cloud-based digital platform that provides onboarding solutions for teams.

Pricing 85

Pricing Software Review Technical Review Onboarding 85

Totango

JULY 31, 2024

And, the transition isn’t merely about changing tactics; it’s about reconfiguring your approach to sales, onboarding, and delivering customer value—often with marketing taking the first run.

Enterprise 98

Enterprise Sales Leadership Acquisition 98

Sales Hacker

FEBRUARY 15, 2018

15, 2018 – Sales Hacker, the leading resource for sales innovation, acceleration, and the future of sales, is set to host The Revenue Summit , on March 1st, 2018 in San Francisco, California. Who Is The Revenue Summit For? This event will teach executives the most innovative and actionable best practices to scale revenue.

Scale 71

Scale Customer Success Revenue Marketing 71

User Pilot

JUNE 5, 2024

TL;DR Customer retention software is an umbrella term for various applications that enable SaaS teams to improve customer satisfaction , reduce customer churn, build stronger customer relationships , and secure a stable revenue stream. It allows you to create onboarding flows and other in-app experiences and supports mobile apps.

Retention 86

Retention Software SaaS Social Media 86

User Pilot

AUGUST 14, 2024

– Firmographic (for B2B) —company size, industry, and annual revenue. Examples of customer segmentation strategies include: – Building personalized onboarding plans for new customers. Group companies according to their organizational characteristics, such as firm size, industry, and revenue. Needs-based segmentation.

Strategy 78

Strategy Software Underperforming Technical Team Market Segmentation 78

User Pilot

AUGUST 28, 2024

Some essential tools include Userpilot for in-app experiences & analytics , Appcues for user-friendly in-app guidance & onboarding, and Pendo for comprehensive product experience & analytics. You’ll drive revenue growth, develop new service offerings, and ensure alignment with company goals.

Engagement 52

Engagement VP of Engineering Management Technical Review 52

User Pilot

OCTOBER 15, 2023

Custom event tracking helps teams track customer journeys and engage them accordingly. Automated user onboarding reduces time to value by guiding users to the Aha! Set up custom events to track customer journey stages Custom events consist of multiple events and unrelated actions that users complete.

Marketing 84

Marketing Acquisition SaaS Scale 84

User Pilot

JUNE 26, 2024

These webinars are useful for CS teams across industries since they help businesses drive long-term revenue growth and stay updated with the latest trends in customer success. You will also find webinars related to analyzing key metrics , utilizing in-app messaging, and introducing engagement gamification techniques in onboarding flows.

Customer Success 86

Customer Success Onboarding User Experience Engagement 86

User Pilot

JULY 16, 2024

A great SaaS product experience boosts customer satisfaction , adoption, and engagement , builds brand advocacy , reduces churn , and, ultimately, drives revenue growth. Similarly, use feedback to tailor onboarding and in-app messages , and offer interactive self-service options and contextual help to enhance engagement and satisfaction.

SaaS 89

SaaS User Experience Churn Onboarding 89

User Pilot

MAY 27, 2024

Pulse surveys can help you spot actions that require immediate care, assess the impact of an internal or external event, and track your performance over instant and brief moments. The best times to send customer pulse surveys include after: A user completes the onboarding process to measure customer experience.

Scale 94

Scale Onboarding User Experience Churn 94

User Pilot

AUGUST 19, 2024

A customer engagement manager focuses on fostering strong relationships, guiding clients through onboarding, and driving product adoption. To excel, leverage resources like books (e.g., “Customer Success”), webinars (Userpilot Events, BrightTALK), blogs (Userpilot Blog, The Help Scout Blog), and podcasts (The Jasons Take On).

Engagement 52

Engagement Management Customer Lifetime Value VP of Engineering 52

User Pilot

JULY 4, 2024

But how can you effectively measure product metrics that can help you reach your goals and increase revenue growth? Customer Lifetime Value ( LTV ) : Estimates the total revenue a customer will generate during their lifetime, aiding in long-term financial planning. It’s a key indicator of onboarding effectiveness.

Metrics 74

Metrics Systems Review Retention Customer Lifetime Value 74

User Pilot

AUGUST 30, 2024

Product Teams Can Use Userpilot to: Improve Product Adoption with Insights from Analytics Improve User Onboarding Interactive Guidance Collect User Feedback with No-Code In-App Surveys Get a Demo 14 Day Trial No Credit Card Required What is a customer engagement manager? Book a demo to see it in action!

Engagement 52

Engagement VP of Engineering Management Customer Lifetime Value 52