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

MARCH 16, 2023

TL;DR UserGuiding is a cloud-based digital platform that provides onboarding solutions. It has a 14-day free trial and three subscription packages: Basic, Professional, and Corporate. Userpilot offers the right value for money and has just the features you need to improve onboarding , analyze user feedback, and drive product growth.

Pricing 92

Pricing Software Review Technical Review Onboarding 92

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

MARCH 12, 2024

TL;DR Userpilot Paths allows product , marketing, and customer success teams to map out all the actions users take before or after an event. Define the event starting or finishing the path. By tracking user actions after they sign-up, you can optimize the onboarding to drive activation and adoption. Let’s get right to it!

Customer Lifetime Value 94

Customer Lifetime Value User Experience Onboarding Churn 94

User Pilot

MAY 20, 2024

Offer personalized onboarding experiences to help users quickly realize product value. SaaS companies depend on ongoing customer engagement and subscription renewals. Provide exceptional onboarding experience User onboarding guides users to the Aha! Why is it important to retain customers? It doesn’t stop there.

Retention 100

Retention Strategy Sales Recruiting Scale 100

User Pilot

FEBRUARY 25, 2024

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. To reduce friction, use welcome surveys to profile your users and offer personalized onboarding flows to activate them.

Scale 85

Scale SaaS Onboarding Engagement 85

User Pilot

JUNE 5, 2024

It allows you to create onboarding flows and other in-app experiences and supports mobile apps. Amplitude is an analytics solution with custom event tracking, behavior-based segmentation, root-cause analysis , and custom reporting capabilities – to name just a few. Custom event tracking. Mixpanel is an analytics platform.

Retention 94

Retention Software SaaS Social Media 94

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. How to reduce churn rate and increase customer lifetime value: Personalize the onboarding process for new customers to shorten time to value.

Churn 86

Churn SaaS Payments Payment Solutions Payments 86

SaaSHolic

DECEMBER 2, 2021

Product onboarding is an essential part of customer activation and retention for businesses that are SaaS providers. One of the best things you can do for your customers’ success as a SaaS provider is to ensure that you walk them through a wholesome onboarding experience. What makes an onboarding experience a bad one?

Onboarding 52

Onboarding Strategy SaaS Underperforming Technical Team 52

User Pilot

JANUARY 9, 2023

Personalize the onboarding process according to users’ JTBD. Assuming both new and existing customers spend the same on your subscription service, you get a higher return on investment with retention than acquisition. Some helpful strategies include: Personalize the onboarding process for new customers. Welcome Survey.

Customer Lifetime Value 91

Customer Lifetime Value Retention Marketing Scale 91

Totango

JUNE 3, 2022

To help, we’ve created six email templates you can use for a variety of customer events, including: Customer success manager introductions. Invitations to events. Here’s a customer success manager introduction email you can use when onboarding a new client to your company. Invitation to Event Email Template.

Customer Success 110

Customer Success Payments SaaS Payments Payment Methods 110

FastSpring

MARCH 20, 2023

New Welcome Dashboard and Onboarding Experience For Free Trials In an effort to improve the onboarding experience of new sellers and to deliver more valuable information to our existing sellers, we’ve launched a new version of our welcome dashboard. Want to know more? Check out our documentation here.

User Experience 87

User Experience Merchant Services Payment Methods Payments 87

User Pilot

APRIL 14, 2023

A comprehensive onboarding tool must have feedback functionality to help teams track trends in user sentiment and identify areas for improvement. Employee adoption: used within organizations to help onboard and train employees to use new software and support their digital transformation efforts. moment and adopt the product.

SaaS 95

SaaS Onboarding Pricing Mobile 95

User Pilot

MAY 2, 2024

Personalize the customer experience , for example, through tailored onboarding. Use onboarding checklists with progress bars to guide users through activation milestones. A/B-test different versions of your onboarding flow to optimize for conversions. Use secondary onboarding to unlock additional value from advanced features.

Retention 90

Retention Marketing Customer Lifetime Value Onboarding 90

User Pilot

MAY 20, 2024

.” Promote customer loyalty and satisfaction by building innovative products that satisfy customer needs and implementing quality onboarding and support processes. Build lasting relationships with customers through personalized experiences , hosting events, and creating forums and user groups.

Scale 98

Scale Strategy Social Media SaaS 98

Totango

FEBRUARY 23, 2022

Ideally, they enjoy a satisfying experience that motivates them to buy from you, renew their SaaS subscription when the time comes, and become an advocate for your brand. For example, a customer who experiences difficulty onboarding and does not receive assistance may decide not to renew their subscription.

SaaS 111

SaaS Software Review Technical Review Onboarding 111

User Pilot

JUNE 2, 2023

Reaching product adoption is critical for subscription-based business models where revenue comes after the initial conversion. User onboarding completion rate Onboarding is critical to customer success and adoption. The more instructive and engaging your onboarding process, the higher your adoption rates.

Metrics 83

Metrics Customer Lifetime Value Churn Onboarding 83

FastSpring

MARCH 16, 2023

For instance, since they onboarded an affiliate partner in Japan, their sales in the country have increased by over 300%. Search for Partners at Global Events and Social media MapTiler makes a point of being at developer-focused and other tech conferences to spread brand awareness. “We

Payment Methods 148

Payment Methods Payments SaaS Payments Social Media 148

User Pilot

APRIL 29, 2024

The renewal rate is calculated as the number of customers who renew their subscription divided by the total number of customers up for renewal at any given period. SaaS renewal best practices for driving free to paid conversions include: Create a personalized onboarding experience to retain trial users.

SaaS Payments 82

SaaS Payments Business SaaS Payment Solutions 82

User Pilot

FEBRUARY 20, 2023

To create funnels, Amplitude recommends using its Pathfinder function which analyzes sequences of events leading up to conversions. It’s best known for its in-depth analytics features , but it also allows you to collect user feedback and offers a range of in-app onboarding features, which you can use for both web and mobile products.

Software Review 97

Software Review Systems Review Underperforming Technical Team Mobile 97

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. Post-sales interactions, starting with the customer’s onboarding experience and continuing throughout their relationship with your brand.

B2B 116

B2B Payment Methods Payments SaaS Payments 116

User Pilot

MAY 2, 2024

Secondary onboarding introducing advanced features unlocks additional customer value. SaaS companies rely on recurring subscription revenue from customers rather than one-time sales. Analyze your customer data to identify the primary reasons why customers churn or cancel their subscriptions. Why is customer retention important?

Retention 98

Retention Metrics Strategy Scale 98

User Pilot

MAY 6, 2024

Lik e event tracking or surveys. For example, you can personalize the onboarding process so that users realize value and achieve their objectives in less time. It includes information about the frequency of use, used features , completed events, and duration of use. In-app events and feature usage tracking.

Payment Methods 96

Payment Methods SaaS Payments Payment Solutions Payments 96

User Pilot

JUNE 22, 2023

TL;DR Customer churn refers to customers discontinuing their usage or subscription to your product. To reduce churn rate , you can follow practical tactics like: Personalize customer experience from the start by tailoring onboarding and in-app guidance. Implement onboarding checklists to drive users to the activation point.

Churn 87

Churn Retention Onboarding Engagement 87

User Pilot

MARCH 14, 2024

9 use cases for customer analytics in SaaS: Test your onboarding flows with A/B testing. For example, you can use it to analyze user behavior and predict customer churn or identify which users are likely to upgrade to a higher subscription. Determine which onboarding flow variation works best to increase your adoption rates.

Customer Lifetime Value 95

Customer Lifetime Value SaaS Underperforming Technical Team Churn 95

User Pilot

MAY 30, 2024

How to improve customer sentiment and turn unhappy customers into loyal and satisfied customers: Use customer sentiment analysis to refine your onboarding process. Run onboarding surveys to understand how new customers feel about your flow. Run onboarding surveys to understand how new customers feel about your flow.

Social Media 92

Social Media Software Review SaaS Interviewing 92

User Pilot

AUGUST 6, 2023

Costs associated with marketing automation include tool subscriptions , data migration, and staff training. An example of automated in-app onboarding could be triggering personalized onboarding walkthroughs or checklists based on welcome survey responses. This could be using specific features or completing a custom event.

Marketing 88

Marketing SaaS Social Media Onboarding 88

User Pilot

JUNE 9, 2023

TL;DR A funnel chart is a visual representation of data at different stages of a process, like the sales or onboarding process. What’s more, funnel charts are suitable only for linear processes when there’s only one possible sequence of events. Let’s get right to it. When to use funnel charts in your SaaS?

SaaS 81

SaaS User Experience Onboarding Sales Funnel 81

User Pilot

APRIL 23, 2023

Monthly recurring revenue tracks expected revenue from all active subscriptions to understand business health. Product onboarding engagement rate measures the percentage of newly engaged users who actively complete the onboarding process. It refers to the expected revenue from all the active subscriptions each month.

Metrics 81

Metrics Customer Lifetime Value SaaS Scale 81

User Pilot

SEPTEMBER 14, 2023

TL;DR In statistics, a correlation exists when two events or values are related to each other, just like two people walking together and changing pace at the same time. The correlation coefficient tells us how much the events are correlated. The correlation coefficient tells us how much the events are correlated.

Social Media 98

Social Media Forecasting Onboarding Data 98

Andreessen Horowitz

APRIL 23, 2024

At a16z’s recent Connect/Fintech event, a16z Partner Alex Immerman sat down for a broad conversation with Immad Akhund , co-founder and CEO of banking startup Mercury , and René Lacerte, founder and CEO of financial services company BILL. For both of you, subscription is a smaller-to-no piece of the story. Nobody wants to go there.

Payments 108

Payments Forecasting Payment Services Payment Solutions 108

Blulogix

FEBRUARY 19, 2024

This blog post delves into advanced strategies that can help subscription services foster deeper connections with their customers, thereby improving retention rates and fostering brand loyalty. Tailor experiences, from onboarding to customer service, ensuring each subscriber feels uniquely valued.

Retention 52

Retention Engagement Strategy AI Search 52

User Pilot

JULY 5, 2023

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. Use interactive walkthroughs to guide users step-by-step, highlight key tasks, and engage more customers during onboarding.

SaaS Payments 95

SaaS Payments Payment Solutions Payment Services Payment Methods 95

User Pilot

APRIL 16, 2024

Next, map out the journey for all user personas , focusing on key touchpoints , events, and pain points. User insights are used to personalize their experiences , for example, by tailoring the onboarding flows to their use cases. Renewal – when they decide to renew their subscription. Custom events in Userpilot.

Churn 94

Churn Customer Lifetime Value Mobile Retention 94

Totango

JANUARY 8, 2019

When you’re selling subscription services, how do you measure customer success? Most subscription-based enterprises look at “churn rates,” or the percentage of customers who cancel their subscription every year. Average churn rates for subscription services are estimated at around 6-8%. First are subscription churn rates.

Churn 54

Churn Subscription Payment Features Enterprise 54

User Pilot

APRIL 16, 2024

Benefits of a product experience strategy Since SaaS businesses follow a subscription-based model, they rely on customer retention and loyalty to survive. This process can involve: Tracking user behavior through feature tagging and custom events. Sending in-app surveys for user feedback. Take notes. Enhances their learning experience.

Strategy 90

Strategy Customer Lifetime Value Onboarding User Experience 90

User Pilot

MAY 5, 2022

Additionally, churn analysis will help you determine if you should focus on customer onboarding or product usability. Among the most common roots that lead to customer churn are insufficient onboarding, bad customer support, wrong product expectations, and high pricing. There are three methods to predict churn. What is churn analytics?

Churn 97

Churn Retention Subscription Payment Features 97