This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Preparing to interview for a new job is challenging. When we’re looking for our next incredible support teammate, we want to set up every candidate to give the best interview they can. When we’re looking for our next incredible support teammate, we want to set up every candidate to give the best interview they can.
The new SaaS model is subscription revenue-driven, which begs the question: what is a conversion today? It’s not just SaaS; subscriptions are taking over. And that’s not even the only one from Japan; there’s actually at least 18 different Japan subscription boxes. ” And that’s probably the biggest shift.
Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. How to increase customer value during onboarding with Donna Weber. I recommend you interview customers. That’s something that I do.
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.
That’s why we have ten reasons why your users are canceling their subscriptions and what you can do to mitigate them and drive long-term customer retention. Terrible primary onboarding. Involuntary churn due to failed payments. There are different methods such as surveys , interviews, focus groups, user testing, etc.
Look at Zoom or Slack: businesses designed for enterprise organizations that use B2C-like onboarding flows (such as product-led growth, or PLG) to fuel interest and adoption. I was recently interviewed by my friend Steve Lurie, who’s the Chief Engagement Officer of B2B Rocks. These changes need to be easy to make within your product.
This can include candidate sourcing, applicant tracking, employee onboarding, recruiting analytics, and workforce planning. Interviews, document signing and management, note-taking, scheduling, and integration are some common differentiation points. You can use Bullhorn to fill jobs and automate the onboarding process.
Modern ATS software automates tedious tasks like job posting, resume screening, and interview scheduling, freeing HR teams to focus on engaging with candidates. This model offers easy accessibility (anywhere, anytime), automatic updates, and lower upfront costs (subscription-based pricing). Breezy also offers automation (e.g.,
Customer interviews are a powerful tool that can help you better position your B2B product to attract and retain more customers. Believe it or not, it’s not rocket science: they perform customer interviews. Types of customer interviews. Depending on what you want to achieve, customer interviews can be divided into two groups: 1.
Example: create a product tour to onboard new users. Segmentation by role or use case helps teams create personalized onboarding experiences. Segment active customers for product interviews and inactive ones for re-engagement campaigns. Target them with secondary onboarding experiences to aid the discovery of such features.
?. Andrey Khusid, founder and CEO of Miro , hasn’t done many interviews. “We decided to switch to a team based subscription model which became a huge driver for our growth back in the day. We decided to switch to a team based subscription model which became a huge driver for our growth back in the day.
Last week, I canceled an annual SaaS subscription (I had three weeks left until renewal). Interestingly, even though I paid for a year-long subscription, the company didn’t let me keep the last three weeks of access to its premium features. This action will immediately downgrade your subscription.
This mission of increasing the personalness of FastSpring’s relationship with businesses (and of course, the people who found or work for them) is also part of why we do things like interview our members. Strengthening Customer Relationships. Join the Global SaaS Leaders Community. About FastSpring.
Assisting with customer onboarding. Encouraging subscription renewal. Developing meaningful interview questions. Develop Meaningful Interview Questions. The interview process forms a crucial step in screening candidates, and the quality of your interview questions helps determine the quality of your hires.
Onboarding Once the contract is signed, its time to get the new customer up and running. Onboarding is all about setting customers up for success with your product, and it can look different depending on the complexity of the solution. Managing the customer onboarding process within ChartMogul CRM. But how do you do that?
After onboarding has been completed. As a subscription renewal deadline approaches. Conduct Customer Interviews. Another manual method of collecting feedback is conducting customer interviews. After specific product adoption benchmarks have been achieved. After a customer support issue has been resolved.
Methods include in-app surveys , user interviews, user behavior data, reviews, and market research tools. Helps you streamline onboarding , integrate user feedback , and track in-app behavior. This example is about a Product Manager who works in a B2B SaaS company with 11-50 employees, focusing on automating onboarding processes.
Gusto makes onboarding, paying, insuring, and supporting employees as easy as possible. You can also get unique benefits, like personalized training, legal assistance, background checks, and interview scheduling too. Wave also offers numerous other small business tools for free, including invoicing, accounting, and receipt management.
TL;DR A customer onboarding specialist helps onboard customers by conducting product tours , answering their questions, and helping them achieve their goals with the product. Product-Led Onboarding (Retention & User Growth). Better Onboarding (Importance & Strategies). onboardinginterviews).
It’s best to send transactional NPS surveys: During the onboarding process to get insights into the customer experience. Invite passives to interviews to learn more about their expectations. This will give you rich insights you can use to refine your onboarding strategy and improve the customer experience. an invoicing app.
Pro tip: To further refine your account expansion efforts, you can also conduct customer interviews and check support data to spot hidden problems that could be solved with an extra product, add-on, or more team members. Correlate the completion rate of your secondary onboarding flow with upgrades to track its effectiveness.
In this guide, we’ll walk you through each subscription tier to help you find the right option for your needs! TL;DR Hotjar is a product experience insights platform with heatmaps, surveys, and interviewing capabilities. When attempting to grasp Hotjar’s pricing, it’s helpful to group its subscriptions into two camps.
Perhaps product problems, loss of a key user in the account, a bad use case… Sure, these are some reasons why customers may churn, but the reality is that your churn rate is deeply connected to the quality of onboarding journey your users go through. The subscription-based business model is rooted in the value your solution offers.
Gather direct data with user interviews. Churn surveys : Churn surveys are targeted at users who have canceled their subscriptions. For example, you can track the completion of a multi-step onboarding flow this way. An in-app message inviting you to an interview. Track user behavior inside the app using an analytics tool.
They also talked about the difficulties — and potential advantages — of selling into small businesses, taking alternative approaches to interviewing candidates, and the importance of keeping culture a vital part of a company as it scales. For both of you, subscription is a smaller-to-no piece of the story.
However, the subscription business model can’t survive if you keep on acquiring new custo mers but the old ones keep on walking away. I also interviewed dozens of SaaS founders and marketers to understand the main factors behind high SaaS churn rate. Interview them for your blog, vlog or podcast and link back to their website.
Active feedback is intentionally solicited from users, for example through interviews or surveys, while passive feedback is provided by users at times and places that are convenient to them. User onboarding feedback gives insights into the quality of the onboarding experience and can help reduce the time to value.
Starting a career as a customer onboarding specialist requires understanding the key steps, skills, and experiences needed for success. In this article, we will outline the typical journey for a customer onboarding specialist, covering educational requirements, entry-level positions, potential advancements, and long-term opportunities.
Collect customer feedback via multiple channels (surveys, user interviews, social media reviews, and so on). How to improve customer sentiment and turn unhappy customers into loyal and satisfied customers: Use customer sentiment analysis to refine your onboarding process. Visualize the collected customer data to identify patterns.
User interviews are another great way to connect with users. These surveys may triggered after specific events, such as onboarding completion or when the user interacts with a customer support representative. NPS surveys can either be transactional (sent after specific interactions such as subscription renewal, purchase, etc.)
It includes subscription plans, purchase frequency, total spending, etc. RecruitNow onboarding survey. Customer interviews : Schedule one-on-one or group interviews to gather more in-depth feedback. Interview in-app invitation generated with Userpilot. Userpilot chat support.
To build a customer-led marketing strategy, follow these best practices: Conduct interviews to understand customer language and pain points. A simple in-app prompt encouraging users to book a one-on-one interview with your team can be a good start. In-app customer interview incentive created with Userpilot.
Customer interviews are a powerful tool that can help you better position your B2B product to attract and retain more customers. Believe it or not, it’s not rocket science: they perform customer interviews. Types of customer interviews. Depending on what you want to achieve, customer interviews can be divided into two groups: 1.
Personalizing the onboarding experience according to user needs to shorten time-to-value. Userpilot can help you optimize free trials by helping to identify your most valuable features that need to be included in the trial and highlighting friction points in the onboarding funnel so you can remove them. How does a free trial work?
Security affects every function across your company: from onboarding and offboarding to encrypting data and managing endpoints. You can also read the full transcript of the interview, which has been lightly edited for clarity, below. Security on auto-pilot. The seatbelt goes on and it’s like breathing.
Manage all aspects of client onboarding, including gathering information from customers, conducting training and initial account setup. Establish and manage Customer Success KPIs (Renewal Rate, Customer Health, Onboarding Success Rate, etc. Questions to ask in the interview for selecting Director of Customer Success.
As subscription models and recurring revenue become the norm for both SMBs and enterprise solutions, customer success is becoming an essential part of businesses across the globe. Keep the work at hand as a focus and trust that the vibe of your team will be clear during the interview process. What do we want? Show them the data.
It’s the foundation of every team’s activities, from onboarding to performance reviews to upskilling efforts. Use surveys, interviews, and customer success check-ins to gather continuous input from your customers, not just when there’s a major issue. Interview, say, 20 customers to understand why they chose you in the first place.
At other companies, CS managers may be assigned to follow up on sales during the customer onboarding phase. Customer success managers are critical at SaaS companies, where they help deliver results that promote subscription renewals and upsells. Developing meaningful interview questions. Testing customer success skills.
The first strategy you can use is to tailor the onboarding process for each user persona. Segment new customers based on their jobs to be done , then trigger an onboarding flow that walks them through relevant actions. Landing new customers isn’t enough for a subscription-based business – it’s also important to retain them.
Embarking on a career as a customer onboarding specialist involves a combination of education, skills development, and practical experience. This guide will provide you with a comprehensive overview of the path to becoming a successful customer onboarding specialist. Looking into tools for customer onboarding specialists?
This year’s awards feature five categories representing fundamental business goal of CS teams: onboarding, adoption, renewals and expansion, customer advocacy, and innovation. Onboarding Hero: ClearGov. Transforming onboarding processes into effective, value-based workflows. Adoption Hero: Cision.
Subscribers who will stick around, renew their subscriptions, and expand their usage over time are the most valuable customers in SaaS. If you dont have many customers yet, rely more on your existing experience or interview leaders and partners in your space for their insights. Which type of companies are the easiest to sell to?
You can collect customer feedback via in-app surveys , customer interviews, online surveys, or even from customer insights shared on social media. Customer feedback helps you learn about your customers' JTBD in order to determine their user persona group and personalize the user onboarding experience. Postify welcome survey.
We organize all of the trending information in your field so you don't have to. Join 80,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content