SaaStr

SEPTEMBER 28, 2023

Smaller companies have become more sophisticated in the tools they use, the IT systems, and automation for onboarding and offboarding, and all of that has resulted in needing to plug stuff into the tools you’re using quickly. Now, the goalposts are constantly moving, and it’s challenging to forecast when making this kind of decision.

Enterprise readiness 289

Enterprise readiness Payment Solutions Enterprise Payments 289

SaaStr

JANUARY 30, 2023

Building revenue operations to support sales Deel had onboarded nearly 100 clients, reports showed good traction, and it was time to leverage this opportunity. Forecasting can help define revenue numbers, the support you need to provide, headcounts, and opportunities to tap into new businesses. Use your data to inform.

Sales Hiring 278

Sales Hiring Payment Services SaaS Payments Scale 278

SaaStr

DECEMBER 26, 2022

Next year is forecasted to be even more bullish. Categories like customer success, learning management platforms, and onboarding software are witnessing increased investments. . The company has launched a new product called Salesforce Easy that is marketed on the platform of ease — 3 clicks to sign up and easy self-serve onboarding.

Software Review 245

Software Review Software Azure Cloud 245

SaaStr

MAY 17, 2024

The only way to get it right is to spend a lot of time together and not shortcut the onboarding piece of these different phases. Depending on the stage and maturity of your business, how far can you realistically forecast, and how do you want to set up your process around that? It may not be a CPO, Anneka says.

Scale 304

Scale Technical Review Sales Hiring Artificial Intelligence 304

User Pilot

NOVEMBER 7, 2024

So, here’s a deep dive into the top tools equipped with all these traits: ClientSuccess Best for : Customer journey management through all four stages (onboarding, adapting, renewing, and growth). Automated customer onboarding. Userpilot Best for : User onboarding and in-app engagement. G2 rating : 4.4 G2 rating : 4.4

Customer Success 105

Customer Success Enterprise Software Review Startup 105

Stax

APRIL 15, 2025

It can help forecast future revenue, keep on top of performance of various customer segments, and measure customer retention and churn. There are some important variations to MRR that would be good for your sales team to be aware of, including new MRR, expansion MRR, and churn MRR.

Payments 88

Payments SaaS Payments Revenue Payment Services 88

Teamgate

MAY 14, 2020

We have three words for you: Seamless Customer Onboarding. How overwhelming is your onboarding process? Using this capability, you can get your hands on critical insights, reports, and forecasts required to keep your pipeline flowing smoothly. Create a Holistic Onboarding Experience for Enhanced User Satisfaction.

Churn 90

Churn Onboarding SaaS Social Media 90

Kellblog

MAY 10, 2021

Forecasting rules. Weekly forecast calls. Onboarding program. A weekly sheet, such as the one used here , that allows you to track, communicate, and intelligently converse about the forecast and its evolution. The CRO will have their own, different one for the sales team’s weekly forecast call. Deal reviews.

Sales Hiring 124

Sales Hiring Scale Sales Recruiting Enterprise 124

SaaStr

JUNE 13, 2024

Sometimes, it’s two hours a week; the rest is spent filling out forms, one-on-one meetings, forecasting calls, etc. Will they be able to follow up on a deal or handle onboarding and deployment issues? Reps spend about 75% of their time on non-selling tasks. If you measure the hours they’re customer-facing, it’s 25% or less.

Scale 311

Scale AI Sales Underperforming Technical Team 311

Andreessen Horowitz

APRIL 23, 2024

Alex: Let’s forecast out. And then that’s a good conversation, and that kind of becomes their onboarding. They can build a much better model around predicting than anybody else could on the outside. That data is not public. My answer is: you’ve got to have the right data. It’s 2034. And they don’t even apply.

Payments 110

Payments Forecasting Payment Services Sales Hiring 110

SaaStr

OCTOBER 30, 2021

I knew how they needed to be sold, what they expected from us, how to onboard them, and most importantly how to turn this into a scalable process. You should have a chart to track every input in that equation and successfully forecast hiring, SLAs, and expected revenue. Be An Expert. Finally to the non-technical pieces!

Scale 290

Scale Sales Hiring Sales Underperforming Technical Team 290

ChurnZero

MAY 23, 2025

Even if you’re crushing expansion targets, weak GRR indicates foundational problems – often in onboarding, support, product adoption, or customer alignment. Pro tip : Ask your data experts to break LTV down by segment, vertical, or time to onboard (TTO). Bring your CS leader into forecasting conversations.

Customer Success 52

Customer Success Metrics Revenue Scale 52

Blulogix

MAY 16, 2025

With the right middleware or platform-native integrations, you can automate everything from device onboarding to journal entry creation. How do we forecast revenue based on usage and renewals? Automate the Complex Stuff The more rules you codify, the fewer errors youll fight later. Where are we leaving money on the table?

Payments 52

Payments SaaS Payments Payment Solutions Payment Services 52

SaaStr

MAY 27, 2021

Once your digital marketer is cranking out sales materials and content, your SDRs are using those materials to set up discovery calls, and your sales rep’ is closing deals, it’s time to hire a revenue operations lead who can set up what’s needed to programmatically scale operations and forecast revenue. . A Customer Success Representative .

Sales Hiring 252

Sales Hiring Scale Venture Capital Sales 252

Neil Patel

OCTOBER 7, 2020

These solutions usually have features for HR reporting, benefits tracking, applicant tracking, employee onboarding, training, and more. In addition to employee scheduling, HotSchedules has tools for applicant tracking, onboarding, time and attendance management, manager logbooks, and more. Best of all?

Software Review 145

Software Review Software Systems Review Sales Recruiting 145

Sales Hacker

OCTOBER 11, 2021

Accurate forecasting and opportunity updates. Accurate forecasting relies on up-to-the-minute data, but sales teams often only have access to poor quality data that’s hard to manipulate. Accurate forecasting relies on up-to-the-minute data, but sales teams often only have access to poor quality data that’s hard to manipulate.

Payments 114

Payments Payment Services Revenue Payment Solutions 114

FastSpring

SEPTEMBER 2, 2020

These methods are fine for short-term forecasting, but for subscription-based companies, the calculation gets a little more complicated. You’ve onboarded a new customer to a subscription product worth $50/month. Here’s how much of a difference it makes. It costs your company $100 to acquire that customer.

Scale 148

Scale Payment Methods Payments SaaS Payments 148

User Pilot

JULY 2, 2024

These analyze past trends , identify causes , forecast future events, and recommend actions. Use predictive analytics on user data to forecast churn. ClearCalcs improved user activation rates with Userpilot by addressing user needs through cohort analysis and personalized onboarding flows. This allows them to prepare and plan.

Business 105

Business Forecasting User Experience Churn 105

Sales Hacker

FEBRUARY 12, 2021

Analytics and forecasting. Onboarding: When choosing a new enterprise CRM, look how easy it is to transition from your old solution and what does that onboarding process looks like. Forecasting: This feature lets you see if your sales team is on target and you can use this data to inform future campaigns. Automation.

Payment Solutions 116

Payment Solutions Enterprise Scale Payments 116

User Pilot

OCTOBER 19, 2024

Use AI-driven predictive analytics to forecast customer behaviors based on their feedback. Set up in-app surveys to capture feedback at crucial moments, such as during onboarding or after specific feature usage. Main features : Create NPS surveys with a range of question types and designs.

Software Review 105

Software Review Technical Review Software B2C 105

Valuize Consulting

APRIL 4, 2025

Consider a company that discovers, through time data, that its high-value enterprise clients in the healthcare sector consistently require longer onboarding due to compliance-related complexities. This level of insight enables personalization at scale, more accurate forecasting, and a more intentional customer experience.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

Sales Hacker

MAY 6, 2021

Using the aforementioned pipeline metrics to forecast the commercial business drivers well into the future, segmented by the lines of products, market segments, etc to report to the C-level executives and board of directors. Collaborating with operations teams and sales enablement to develop onboarding, training, and up-skilling programs.

VP of Engineering 121

VP of Engineering Sales Hiring Sales Recruiting Sales 121

FastSpring

OCTOBER 13, 2020

My core responsibility was to make sure the conversion rates (for all five products) were consistent with finance’s forecast and expertly resolve issues and communicate solutions to improve the overall conversion rate. Before I came to FastSpring, I worked for Citrix/GoToMeeting as their Marketing Conversion Manager.

Management 147

Management Technical Review Innovation Forecasting 147

User Pilot

JULY 21, 2024

Month-1 retention rate is important because it indicates effective onboarding and product value—predicting long-term retention and increasing CLV. Trigger in-app guidance with interactive walkthroughs : Interactive, real-time, and progressive onboarding enhances user understanding and retention of core features.

Benchmarks 105

Benchmarks Retention Healthcare Scale 105

Andreessen Horowitz

DECEMBER 8, 2023

Maybe they’re confident in their usage forecast, maybe their procurement team wants a tighter hold on spend, or maybe they don’t want to have a large amount of cash parked on their balance sheets. For those customers who are more confident in their forecasts and are willing to commit upfront, they enjoy slightly better economics.

Pricing 117

Pricing Scale Forecasting Compensation 117

How To Buy Saas

FEBRUARY 25, 2025

Quick onboarding and accessible customer support/resources. Excellent forecasting tools. AI & ML Features Einstein AI offers lead scoring, opportunity insights, forecast predictions, and now Einstein GPT for generative AI (e.g., Setting up the CRM is quick many small businesses self-onboard with minimal IT support.

Scale 52

Scale Underperforming Technical Team Technical Review Software Review 52

Kellblog

OCTOBER 19, 2021

I think the CMO should be designated the quarterback of the pipeline and be responsible for both (a) hitting the quarterly goal for marketing-generated oppties and (b) forecasting day-one, next-quarter pipeline and taking appropriate remedial action — working across all four sources — to ensure it is adequate.

Sales Hiring 128

Sales Hiring Metrics Sales Forecasting 128

User Pilot

JANUARY 28, 2024

The activation rate reflects the effectiveness of the onboarding process and product experience , critical for user retention. Time-to-Value measures how quickly users experience value, key for improving onboarding and reducing churn. Want to see how Userpilot can help you track your product performance?

Metrics 105

Metrics Customer Lifetime Value Business SaaS 105

ChurnZero

MARCH 24, 2025

Built to support a linear sales process, a CRM doesnt support a dynamic customer journey in which onboarding, product adoption, and the renewal process fluctuate. Missing major customer milestones without clear onboarding, renewal, and status processes. 4: You’re more reactive than proactive on risks and opportunities.

Technology 52

Technology Customer Success Scale ChatGPT 52

User Pilot

JULY 22, 2024

Predictive analytics forecasts what might happen in the future. For example, ClearCalcs , a structural design software utilizing business analytics and cohort analysis , pinpointed the precise stage where users were dropping off during onboarding and created personalized onboarding flows to help users move forward.

Business 104

Business SaaS Machine Learning Artificial Intelligence 104

Incredo

JANUARY 14, 2020

If they reach free trial/demo but don’t convert, means your onboarding needs improvements. We want to facilitate their experience with us and give them the best customer service possible. We help our customers every step of the way, from onboarding to giving them insight on key marketing metrics and KPIs.

Sales Funnel 239

Sales Funnel SaaS Sales Social Media 239

ChurnZero

MAY 19, 2020

He is responsible for creating outstanding and memorable user experiences through onboarding, ennoblement and continuous support. . A: I am fortunate to have a strong team of onboarding, engagement and support consultants. How To Forecast Revenue During Uncertain Times – Forecasting revenue can be difficult at the best of times.

Customer Success 98

Customer Success Technical Review Forecasting Consulting 98

User Pilot

JANUARY 16, 2024

Have ChatGPT brainstorm ideas to improve your onboarding process. For example, you can ask ChatGPT to analyze sales data and provide future forecasts like this: Prompt : Please analyze the following sales data and create forecasting for Q1 2024. ChatGPT creates Q1 forecasts based on prior data.

ChatGPT 105

ChatGPT Management Underperforming Technical Team Technical Review 105

User Pilot

MAY 23, 2023

So, by analyzing large datasets, they can forecast which parts of the customer journey cause friction and identify drop-off points. Onboarding gamification example from Kontentino. Userpilot for onboarding Userpilot is a powerful onboarding platform. In essence, this is a complex algorithmic forecasting model.

Artificial Intelligence 98

Artificial Intelligence AI SaaS Payments Payment Solutions 98

Baremetrics

JANUARY 12, 2022

Cash flow modeling software lets you use historical data from a previous time period to develop a forecast of your incoming cash from revenue. We’ve previously discussed creating a financial model that encompasses cash flow, operations, revenue, and forecasting. What does cash flow modeling software do?

Payment Services 95

Payment Services Payment Methods SaaS Payments Payment Solutions 95

Intercom, Inc.

NOVEMBER 28, 2018

The tool also provides insights on buyer intent so we can more accurately create sales forecasts and help our team track toward closing business. InsideSales.com is an AI-powered SaaS platform that guides sales teams to build better pipeline by uncovering trends in quota attainment and through predictive forecasting. Process Street.

Scale 192

Scale Sales Hiring Sales AI Search 192

Baremetrics

NOVEMBER 25, 2021

A hiring plan allocates expected future expenses based on your revenue forecasts. A sound hiring plan allocates these expenses in advance so that your team knows when they need to attract new talent, as well as their budget for onboarding them. Use the Flightpath built-in forecasting tool to quickly model hiring plans for your company.

Sales Hiring 97

Sales Hiring Sales Recruiting Finance Forecasting 97