SaaStr

JANUARY 30, 2023

To solve this, Deel interviewed 200 founders seeking answers to the question, “If you’re open to hiring internationally and remotely, what are your biggest challenges, and what kind of product can we build to solve them? Interview personally and define hiring values to build your team. Listen to your team.

Sales Hiring 278

Sales Hiring Payment Services SaaS Payments Scale 278

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

SaaStr

MARCH 5, 2021

When Garrett interviewed Alex, his challenge was to hire 30 reps within the first 30 days. Do many, many interview rounds. . #3 3 – Invest in your onboarding process. Providing quality in onboarding is more important than fitting immediate need. Flock Safety onboards classes, no more than one a month.

Sales Recruiting 257

Sales Recruiting Sales Hiring Scale Sales 257

User Pilot

MARCH 9, 2025

It could include conducting user interviews and surveys, analyzing product usage data, and tracking customer feedback , to name a few. User interviews: Conduct in-depth one-on-one conversations with customers for personal insights about a product or issue. Let’s go back to the goal of improving onboarding.

SaaS 83

SaaS Social Media Interviewing Scale 83

SaaStr

NOVEMBER 8, 2022

Most of you are familiar with the customer life cycle, including customer acquisition, onboarding, adoption, cross-selling and upselling, and retention. . Stage 2: Employee Onboarding . Employee onboarding is similar to customer onboarding. Phase 2: Onboarding . The same is true for the employee journey.

Underperforming Technical Team 246

Underperforming Technical Team Technical Review Acquisition Company Culture 246

SaaStr

AUGUST 10, 2022

In this SaaStr Europa 2022 session, Matt Jacobson, General Partner at ICONIQ Growth, interviews Miro’s Founder & CEO, Andrey Khusid, to get insight into how he was able to grow the company so successfully. Consider how you introduce new talent into your organization –– onboarding and company culture are essential. Key Takeaways.

Sales Hiring 246

Sales Hiring Scale Company Culture B2C 246

SaaStr

JANUARY 21, 2020

When I’m hiring salespeople, I take the mission, vision, values, whether it’s helping practices thrive, whether your values are speak up, work hard, tying those into interview questions. Do they peel the onion back during the interview? Hey Dan, these are the quotas that we talked about during the interview process.

Sales Recruiting 331

Sales Recruiting Sales Hiring Scale Sales 331

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. This may not need to be a strict rule, but if you push here in the interview process, I find it shows who really goes the extra yard, and who doesn’t.

Sales Hiring 298

Sales Hiring SaaS SMB Churn 298

SaaStr

MAY 27, 2022

41% of you have sales do some customer onboarding, not just CS or other specialists. Most of you think sales reps you interview need to know your product at least well enough to ask good questions. But 74% of you find your Paid Pilots convert to Paid Customers at the end of the pilot. Do better. #35.

Sales Hiring 340

Sales Hiring Pricing Scale Interviewing 340

SaaStr

JULY 18, 2022

As a result, the company more often foregrounds its mission, which they stress in every part of the hiring process, from the initial job descriptions to the interview to the onboarding process. They also work to see if the engineer desires to build a product and not just implement technology.

CTO Coach 278

CTO Coach CTO Hire New CTO Engineering 278

SaaStr

OCTOBER 3, 2022

To this end, their hiring journey—from sourcing to interviewing to offering—should be as seamless as possible. Every month is critical when onboarding can stretch from six to twelve months. Every month is critical when onboarding can stretch from six to twelve months. Executing flawlessly.

Scale 277

Scale Sales Hiring Sales Recruiting Scaling 277

SaaStr

SEPTEMBER 20, 2024

Four minutes into an interview, they’ll say how the CEO or VC screwed them over, or the startup didn’t make it, and it wasn’t their fault. They exist, but finding someone who can do and own outbound, qualification, training, onboarding, and closing everything is rare. Keep interviewing 100 until you find them.

Sales Hiring 309

Sales Hiring Sales Recruiting Scale Technical Review 309

SaaStr

NOVEMBER 25, 2023

Set and reinforce them early — as early as interviews. Jameson at Gong recently received a coconut in the mail with some pun about “being nuts if you don’t want to talk to me” from someone wanting an interview to be on his team. Now, it’s become a matter of resetting of expectations that they’re no longer measuring effort only.

Sales Hiring 286

Sales Hiring Underperforming Technical Team Revenue Sales 286

SaaStr

MARCH 19, 2021

Armed with these first-hand interviews along with a ton of research, we were able to clearly define our different customer segments along with the roles and responsibilities within each of those segments. Going upmarket has shifted how we do business — from how we approach sales to onboarding and retention.

Scale 290

Scale Business Finance compliance 290

User Pilot

NOVEMBER 7, 2024

Product demos can be used at various stages in the customer journey, such as on your website to engage potential customers, in email campaigns to nurture leads, during sales calls to provide a “try before you buy” experience, and for customer onboarding to help new users get up to speed quickly.

Payment Methods 103

Payment Methods Payment Solutions Software Review SaaS Payments 103

SaaStr

MARCH 22, 2022

This requires effort from your entire organization, and Handshake VP, Employer Partnerships Jessica Peluso outlines some changes that you can make to your brand, and your application, interview, and offer process that will help find the talent you are trying to attract and hire. Below is the transcript of Jessica’s session.

Sales Hiring 264

Sales Hiring Sales Recruiting Scale Sales 264

User Pilot

JUNE 28, 2023

Sustaining user engagement throughout the entire onboarding process can feel like a task only large teams can achieve. Introducing core features, driving user activation, and maximizing retention rates after the user onboarding experience will all impact the user journey moving forward.

Onboarding 97

Onboarding SaaS Payments Payment Services Payment Solutions 97

SaaStr

OCTOBER 5, 2020

You have to invest more in onboarding and internal training. If you train and onboard them right. Otherwise, you’ll see too much churn from reps that don’t make it without enough training and onboarding … but could have killed it with more help in the first 30 days. Any rep should be scaled up in 30 days.

Scale 299

Scale Sales Hiring Sales Recruiting Sales 299

SaaStr

AUGUST 9, 2024

Determine the skills you want and how you’ll discover them in an interview. Customer success at Braze was a big umbrella, with onboarding, CSM, tech support, sales engineering, and more under it. They did the same with their onboarding team. Everything customer facing that required product expertise lived under the umbrella.

Scale 296

Scale Sales Hiring Scaling Startup 296

SaaStr

JUNE 27, 2024

In 2020, they still didn’t have a finished product until May, when they onboarded their first customer. Job Stopped Participating in Every Interview Early On Many founders still interview everyone when their company is at 200 or 300 people. Remote started in 2019 with nothing: no money and not a very good idea. And it was true.

Scale 264

Scale Sales Hiring Scaling Sales Recruiting 264

SaaStr

JUNE 21, 2024

You don’t end up saving time because you have to interview different firms and onboard them, and you still have to look through resumes, do back-channel references, take calls with them, and more. It was milestone-based, and as soon as they were onboarded through this checklist, they moved to CSM land for ongoing maintenance.

Sales Recruiting 296

Sales Recruiting Sales Hiring Scale Outsourced Development 296

Intercom, Inc.

JULY 1, 2019

High customer retention is built on great product onboarding. “Product onboarding is the key to customer retention” The key area – and the area that’s most under-invested in for most businesses – is onboarding a customer successfully. Product onboarding is the key to customer retention. Sounds great.

Retention 223

Retention Onboarding Payment Features Subscription 223

User Pilot

JUNE 20, 2023

Learning to reduce customer onboarding time will impact your business in no small way. But what exactly is an onboarding time, and how do you improve it for your SaaS? TL;DR The customer onboarding time is the amount of time it takes SaaS companies to educate and turn new users into regular customers. Book a demo to try it out.

Onboarding 98

Onboarding Education Retention Engagement 98

User Pilot

JANUARY 16, 2024

How do you go about onboarding clients to drive your SaaS success? TL;DR Client onboarding is the process of introducing users to the product and teaching them how to use it successfully. A good client onboarding process reduces the time needed to experience product value. What is new client onboarding?

Onboarding 101

Onboarding Retention Scale Engagement 101

SaaStr

OCTOBER 25, 2023

In this interview, David Sacks talks about how 70-80% of investor time is spent looking at AI. If you have an Enterprise or sales-led motion with humans onboarding and handholding, that fails in self-serve. During the interview process, ask them who they’ll bring with them. Q: Should Early-Stage Companies Sprinkle in AI?

Scale 290

Scale Sales Hiring Sales Recruiting AI 290

User Pilot

APRIL 28, 2023

User onboarding is no exception. The article explores how you can use AI user onboarding to drive your product success. TL;DR AI user onboarding uses Artificial Intelligence (AI) tools to introduce product functionality to users and drive product adoption. AI can be used at all stages of user onboarding. Shall we dive in?

Artificial Intelligence 97

Artificial Intelligence Onboarding AI Machine Learning 97

SaaStr

JULY 27, 2022

At the SaaStr Europa 2022 event, Accel Partner Philippe Botteri interviewed PayFit CEO & Co-Founder Firmin Zocchetto to ask about his GTM strategy. . Customers should feel empowered to take on onboarding and essential customer support themselves. There will be prospects that do want a new solution but will never be autonomous.” .

SMB 244

SMB Sales Hiring Scale B2C 244

User Pilot

MAY 30, 2024

PMs should offer usage analytics , behavioral trends, and findings from customer interviews. Use predesigned survey templates or customize from scratch to gather insights on product performance, onboarding flow, satisfaction levels, and more. Joint planning sessions PMs and PMMs should collaboratively discuss strategy and roadmaps.

Product Marketing 103

Product Marketing Interviewing Management Scale 103

User Pilot

APRIL 30, 2024

Wes Bush , Founder and CEO of ProductLed and bestselling author of Product-Led Growth: How To Build a Product That Sells Itself, dives into this topic in an interview with Userpilot. We have transparent pricing , overall experience, onboarding, and all that stuff, and then we have our offer. Source: ProductLed.

Interviewing 105

Interviewing Scale Strategy AI 105

SaaStr

OCTOBER 30, 2021

I sent cold emails and LinkedIn messages and ended up with nine interviews. From those nine interviews, I received four offers. Going into the interviews, I knew what I wanted out of a job– that part was simple. I quickly learned that the people in this company were incredibly motivated, smart, focused, and data driven.

Scale 290

Scale Sales Hiring Sales Underperforming Technical Team 290

SaaStr

OCTOBER 2, 2019

Ask for an exit interview. Just ask for one thing as a favor — an exit interview. Make the product, onboarding and process changes so it doesn’t happen again. They don’t have to grow the accounts. That’s not their job. They just have to keep them happy. Let the customer go the second they ask to go.

Churn 242

Churn B2C Interviewing Software Review 242

Stax

APRIL 24, 2025

“There’s merchant onboarding and there’s transactional settlement fraud that we focus on.” Watch the full interview with Mark Sundt and PYMNTS to learn more. Fraud Detection: A Key Focus When it comes to AI in the payments world, fraud detection is still the heavyweight champion, according to Sundt.

Merchant Services 88

Merchant Services Payment Services Payment Solutions Payments 88

SaaStr

OCTOBER 10, 2023

Test for it during interviews and onboarding. How To Ensure Sales Leaders Are Mission-Aligned You need to be clear on what your mission is and communicate it effectively to anyone coming in. In today’s market, the most important roles are logically sales leaders. Competition for good sales leaders has increased.

Scale 283

Scale Sales Hiring Scaling Sales 283

SaaStr

JANUARY 31, 2022

Our role as leaders is to onboard, train, and use whatever methods possible to get the team excelling at both. I’ve been in tech for 20+ years and have run tens of thousands of recruitment interviews. Often sales reps are good at one aspect of the job and not the other. Hiring For Growth.

Sales Recruiting 246

Sales Recruiting Sales Hiring Scale Enterprise 246

How To Buy Saas

MAY 21, 2025

Modern ATS software automates tedious tasks like job posting, resume screening, and interview scheduling, freeing HR teams to focus on engaging with candidates. auto-emails, interview scheduling) to save time, and it has mobile apps (iOS & Android) so you can review applicants on the go. Breezy also offers automation (e.g.,

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

Tom Tunguz

MARCH 27, 2025

Team Development Hire analytically : Use structured interviews to identify candidates with preparation, adaptability, domain experience, intelligence, and passion. Onboard methodically : Create consistent training programs that get new hires productive quickly.

Scale 183

Scale Sales Hiring Startup Compensation 183

Intercom, Inc.

JANUARY 20, 2021

When we created our best practices guide to using Product Tours , we interviewed relevant teams – like our Product Marketing and Customer Engagement teams – to learn how they were using Product Tours to proactively inform, educate, and onboard new users. But have you shared that knowledge with your customers?

Scale 232

Scale Technical Review Education Customer Support 232