Onboarding Related Topics 
SaaStr
MAY 27, 2025
But one area where humans can bridge a lot of gaps on is onboarding and time to value. So for me, today, now in the age of AI, onboarding is the #1 goal for your CS team because its the foundation of everything else in Customer Success. You cant fix churn or improve NRR if customers never get properly onboarded in the first place.
User Pilot
OCTOBER 10, 2024
Can you imagine what the ideal SaaS customer onboarding process looks like? That’s why we’ll go over what onboarding is in SaaS and analyze 8 onboarding examples from reputable SaaS companies to learn what they’re doing right (or wrong). Miro Miro’s onboarding process is simple. What can you learn from Userpilot?
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User Pilot
OCTOBER 20, 2024
Onboarding gamification is the key to transforming a dull process into an engaging one. Gamification onboarding and the right user onboarding software can turn your product experience into something enjoyable. To help you get started, we’ve compiled 11 powerful gamification examples to improve your user onboarding process.
User Pilot
OCTOBER 20, 2024
This is every product manager’s nightmare – an onboarding failure that cripples customer retention. In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement. What is customer onboarding? The answer is a lot!
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Many companies are creating a focus on client onboarding. Because it has a significant impact on your business. But if you’re here, you probably already know that.
Payrix
JANUARY 10, 2025
Ian Hillis welcomes David Blair, Senior Director of Product Management at Worldpay for Platforms, on PayFAQ: The Embedded Payments podcast to explore the critical roles of merchant underwriting and onboarding for software providers. Real-time feedback loops and data-driven optimizations are also transforming the onboarding experience.
SaaStr
OCTOBER 30, 2024
75% of Customers Are Onboarded By Partners Partners don’t just matter in the enterprise. Agencies and other shops are repsonsible for onboarding a stunning 75% of all HubSpot customers. #2. They recently did an Analyst day though that had some more great data that I thought was super interesting, and worth a deep dive.
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A lot of it comes down to the first impression customers get through the onboarding process. It’s important to know what a poor onboarding experience looks like, the associated hidden costs, and how to build a top-tier onboarding experience for your customers so you can avoid losing hard-earned revenue.
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As a company that has onboarded thousands of clients, users, and projects over the past decade, Aysling has learned a handful of tips to streamline processes. With its award-winning support, they wanted to share their successful onboarding tips with all.
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Quentelle’s rapid growth called for a customer onboarding solution that could deliver a more seamless and automated follow-up process to help onboard new clients more expeditiously by driving consistency across the board and providing transparency for internal stakeholders as well as new clients.
Advertiser: Infinicept
Infinicept's PayOps™ platform helps your business onboard and manage merchants so you can generate payments revenue, control your customer experience, deliver an improved product, and increase valuation. Why integrate payments into your platform, and how does Infinicept help?
Advertiser: Infinicept
Before a payment facilitator or other payments company can onboard a new customer (referred to as a merchant) and allow them to begin accepting electronic payments, they need to first ensure that the merchant is a legitimate business that does not engage in any sort of illegal activity.
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Understand the nuances of speedy onboarding with PayFacs and the enterprise value advantages of ISOs. Our comprehensive article delves into the merits and challenges of Payment Facilitators (PayFac) versus Independent Sales Organization (ISO) registration. Delve deeper into issues of scalability, compliance, and setup.
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Sure, your teams might get by with standard PM tools, but imagine how much more efficient and effective they could be with a purpose-built tool designed specifically for the new client implementation and onboarding process.
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Customer onboarding is a very crucial – yet sometimes overlooked – step in the customer journey. A successful customer onboarding process improves efficiency, increases capacity and decreases churn. This playbook features tips from industry leaders and outlines all the steps needed to create a best-in-class onboarding experience.
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