Blulogix

DECEMBER 26, 2024

By Inga Broerman Building a Competitive Edge Through Channel Partnerships In an increasingly competitive subscription economy, channel partnerships have become a beacon for businesses seeking scalable growth and sustainable revenue streams.

Payments 52

Payments Payment Features Payment Services Scale 52

Chart Mogul

FEBRUARY 11, 2020

Customer Onboarding' is an umbrella term that's often used to describe the entire process that users go through when they start their journey as a customer of your product or service. The onboarding experience can define the ongoing relationship your customer has with the product. This is where customer onboarding comes into play.

Onboarding 132

Onboarding SaaS Technical Review Churn 132

SaaStr

OCTOBER 5, 2022

This might present a chance to complement product-led engagement with enterprise sales. Moving away from a subscription to a consumption-led model can bring several benefits to your business. Moving away from a subscription to a consumption-led model can bring several benefits to your business. Invest in a repeatable playbook.

VP of Engineering 245

VP of Engineering Scale Scaling Sales Hiring 245

User Pilot

JANUARY 2, 2025

Its purpose is to collect data necessary to personalize the onboarding experience by highlighting relevant features or resources for each user type. Asana’s churn survey Asana uses a churn survey to understand why users cancel their subscriptions. How clear were the instructions during the onboarding process ?

Scale 102

Scale Churn Underperforming Technical Team Scaling 102

FastSpring

DECEMBER 12, 2022

Traditionally, payment gateways and payment processors were offered as two separate services and you would have different providers for each service: Payment gateways quickly and securely transfer the payment details from the checkout software to the payment processor. Prorated subscription payments.

Payment Services 148

Payment Services Merchant Services Payment Methods Payment Solutions 148

User Pilot

MARCH 31, 2023

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. What is the user onboarding process? Customer onboarding process.

Onboarding 97

Onboarding Metrics Retention Scale 97

Stax

FEBRUARY 28, 2024

Here’s an interesting stat: 70% of businesses consider subscription and membership models indispensable for future commercial growth and expansion. They must engineer a well-rounded solution that makes handling subscriptions a breeze (and yes, it is as hard as it sounds). However, only 10% of them currently employ these models.

Payments 88

Payments SaaS Payments Payment Services Merchant Services 88

Subscription Flow

FEBRUARY 27, 2024

Subscription pricing with the help of automated billing software has transformed many industries and provided businesses with a dynamic way to generate revenue, especially in the SaaS space. SaaS companies’ success is largely dependent on their use of subscription billing.

SaaS Payments 105

SaaS Payments Payment Services Payments Payment Solutions 105

Stax

MARCH 6, 2024

For businesses offering subscriptions, memberships, retainers, and other recurring services, recurring billing is a powerful solution to streamline processes and ultimately enhance revenue generation. Consider this: Consumers are already conditioned to the subscription model. Learn More What is Recurring Billing?

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

Intercom, Inc.

NOVEMBER 11, 2021

For Samuel Hulick , a UX consultant and one of the biggest authorities out there on user onboarding, that means thinking less about the product itself and more about how to get users the results they’re after. We had them on the podcast way back in 2016, and they’ve even been a guest contributor to our book Intercom on Onboarding.

Onboarding 254

Onboarding Sales Hiring Sales Recruiting Underperforming Technical Team 254

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 96

Onboarding SaaS Payments Payment Services Payment Solutions 96

Subscription Flow

DECEMBER 18, 2023

One crescendo in the symphony of seasonal commerce is subscription boxes. Above and beyond the norm, these carefully chosen surprises are the contemporary counterpart of Yuletide cheer, providing an unmatched present-giving experience. To outperform, offering personalized subscription boxes can be a very considerable option.

Payment Features 105

Payment Features Subscription Trends Social Media 105

Blulogix

APRIL 11, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Conquering Channel Business Management In the dynamic landscape of B2B subscription models, channel business management emerges as a pivotal strategy for expanding market reach and enhancing product distribution.

Payment Features 95

Payment Features Subscription B2B Scale 95

Baremetrics

JUNE 26, 2020

If you screw up your customer’s experience early on in their subscription, it’s hard to convince them to keep paying month after month. And since SaaS and subscription businesses depend on monthly recurring revenue to grow , it pays to perfect your customer onboarding process. Let’s onboard some new customers.

Onboarding 99

Onboarding SaaS Churn Social Media 99

Baremetrics

JUNE 22, 2020

Be honest: are your onboarding emails actually getting users excited about your product? The onboarding process is obviously make-or-break if you’re in SaaS. In this guide, we’ll hook you up with some onboarding email templates to do exactly that. And who knows, maybe you’ll be our next success story. Here’s to hoping!

Onboarding 96

Onboarding Engagement AWS Software Review 96

Stax

DECEMBER 20, 2023

With the majority of processors relying on negotiations and tacking on hidden costs like exorbitant setup fees, dishonest monthly subscription fees, or unfavorable long-term contracts, it can be hard to know what the best rates really are. As with Stax, this isn’t the best solution for extremely low-volume businesses.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Features 88

User Pilot

FEBRUARY 14, 2024

The Stripe<>Salesforce integration synchronizes payment data between Stripe and Salesforce, allowing for the management of subscriptions, invoices, and payment analytics directly within Salesforce. It allows businesses to accept payments in multiple currencies, supporting a wide range of payment methods.

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

Baremetrics

APRIL 13, 2020

Being a Subscription Video On Demand (SVoD) service, subscribers are the lifeblood of our business. And as we are still, very much, the new kid on the block, we need to work hard for every single user we onboard. Therefore, any sharp spike in churn (cancelled subscriptions) can be catastrophic to us. Try Baremetrics free.

Payment Features 99

Payment Features Subscription Data Marketing 99

Sales Hacker

OCTOBER 11, 2021

Billing and invoice generation. Incorrect pricing or payment terms or duplicate invoicing can negatively impact your customer’s experience. That’s why automating the billing and invoice generation and delivery process can prove to be beneficial for your business. Customer onboarding and statements of work.

Payments 109

Payments Payment Services Revenue Payment Solutions 109

Stax

MARCH 18, 2025

However, a SaaS company providing global HR and payroll solutions may have a few hundred customers paying a monthly or annual feein other words, making recurring payments over a longer period of time. Churn is the percentage of customers that end their subscriptions within a certain amount of time. Churn rate.

Scale 117

Scale Payment Services Payments SaaS Payments 117

FastSpring

APRIL 1, 2021

It provides insights into product functionality and onboarding. Look for inflection points where opportunities to drive additional value are naturally and easily presented, then nudge users to upgrade to a paid trial. Or maybe the onboarding process is too complicated. Inefficient or broken onboarding experience.

Payment Solutions 138

Payment Solutions SaaS Payments Payment Methods Strategy 138

Intercom, Inc.

NOVEMBER 7, 2019

We’re present on three core markets in Europe: France, UK, and Germany as well as other countries such as the Nordics and Spain, with 1,500 customers that we serve. So virtual cards to help you buy a new subscription or do a new digital marketing advertising campaign on LinkedIn. What sets Spendesk apart.

Scale 162

Scale Payment Methods Payment Solutions Marketing 162

SaaSOptics

MARCH 10, 2022

Is your company taking advantage of CFO tools like automated invoicing, database management, and automatic tax-compliance updates? This CRM tool keeps track of meetings, follow-ups, leads, communications (past, future, or present) so that you can tend to customer relationships in the most effective way possible. If not, read on.

Payment Services 87

Payment Services SaaS Payments Payments Payment Solutions 87

Chart Mogul

FEBRUARY 25, 2025

Now, you can launch an automation when a subscription is set to be canceled. These updates highlight what makes ChartMogul so powerfulnot just for Subscription Analytics, but for as a CRM workflow tool. Automation #2: Auto-unqualify leads when reason present Not all leads convert to qualified opportunities.

Churn 52

Churn Payment Features Subscription Trends 52

SaaSOptics

MARCH 16, 2022

In this webinar recap, you’ll see the most significant trends in SaaS pricing, subscription management, metrics/analytics, and what they could mean for your business in 2022. Trends in Subscription Management . There are several factors involved in monitoring the health of your subscription business.

Trends 98

Trends B2B Scale Payment Features 98

Blulogix

JANUARY 28, 2024

A Step-by-Step Guide to Implementing a Robust Subscription Billing Software By BluLogix Team Choosing the ideal subscription billing software is a crucial decision, but it’s just the beginning of optimizing your recurring revenue operations. Address and resolve any identified issues promptly.

Payment Features 52

Payment Features Payment Solutions Payment Services Subscription 52

Chart Mogul

JANUARY 9, 2025

Here you present how their approach to work might change by implementing your solution. Keep in mind: a sales demo is more than just a sales presentation; its also another step in the ongoing qualification process. Onboarding Once the contract is signed, its time to get the new customer up and running. But how do you do that?

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

BetterCloud

DECEMBER 4, 2024

Sometimes they are the most difficult people to buy presents for. This subscription costs $21.95 With BetterCloud, your IT pro can automate employee onboarding & offboarding , license reclamation, spend management, application access, and entitlement. What do I get the person who has everything? Do I really know this person?

Payment Features 69

Payment Features Subscription Onboarding Technology 69

ChurnZero

MAY 16, 2025

When presenting a business case for a customer success platform, you can expect this to be the primary objection of a CEO or CFO: can we build this in our CRM instead of buying a new tool? Automate key touchpoints based on customer journey milestones (onboarding, renewals, expansions, etc.). Marketing automation (e.g.,

Payments 52

Payments Customer Success Payment Solutions Payment Services 52

Payrix

FEBRUARY 4, 2025

For example, for a roofing contractor company, the software would act as the master merchant, setting up the infrastructure for contractors (sub-merchants) to receive payments from customers. This model allows sub-merchants to focus on their core activities while benefiting from streamlined access to payment services.

Merchant Services 100

Merchant Services Payment Services Payments SaaS Payments 100

User Pilot

APRIL 30, 2024

Appcues enhances user onboarding, adoption , and retention with targeted walkthroughs, in-app messaging, and feature adoption tools. Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. You don’t handle maintenance or updates. Display in-app notifications with Userpilot.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

User Pilot

JULY 17, 2024

Helps you streamline onboarding , integrate user feedback , and track in-app behavior. Canva template : Tailored for creating visually appealing, presentation-ready personas, ideal for stakeholders and team members. She uses project management tools daily and values features like time tracking, invoicing, and client communication.

Technical Review 105

Technical Review Software Review Market Research Interviewing 105

User Pilot

OCTOBER 5, 2023

For example, imagine trying to onboard users manually; you’ll waste valuable time that could have been used for other activities. In-app onboarding automation to increase trial to paid conversion rate Personalized onboarding increases trial-to-paid conversion rates. For example, imagine you have an invoicing software.

Scale 105

Scale Marketing Growth Marketing Payment Features 105

Intercom, Inc.

MARCH 25, 2019

We hear about all the growth hacks to get new users into your product, and the latest patterns in user onboarding (we’ve even written a book on it ). Present a questionnaire at the time on cancellation to quantify reasons for leaving and to collect qualitative feedback on why a customer is leaving.

Churn 184

Churn Wireless Growth Hacking Construction 184

Stax

APRIL 17, 2025

Whether you’re a startup with a freemium model or an enterprise SaaS subscription, upselling and cross selling can drive lasting growth by enhancing customer satisfaction and increasing customer lifetime value. Lets say your customer has been using your billing software to send out invoices.

Payments 88

Payments Merchant Services SaaS Payments Payment Services 88

Clouded Judgement

SEPTEMBER 6, 2024

Organizations can only effectively onboard so many people in a year. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 167

Cloud Scale Venture Capital Sales Hiring 167

User Pilot

JUNE 26, 2024

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.

Onboarding 52

Onboarding Technical Review Customer Success Retention 52