FastSpring

JANUARY 27, 2022

Note: FastSpring offers advanced subscription management services that support free trials, monthly and annual paid plans, proration, discount management, and more. How Castos upsells subscription tiers. His podcast hosting company uses data analytics that looks at which users are most likely to grow out of their current subscriptions.

Merchant Services 146

Merchant Services Payment Services SaaS Payments Payment Solutions 146

Neil Patel

SEPTEMBER 11, 2020

To help speed up the process, I reviewed six of the best systems on the market and put together a comprehensive list of what to look for as you make your final decision. 1 – Gusto Review — The best for small businesses. Gusto makes onboarding, paying, insuring, and supporting employees as easy as possible.

Payment Services 145

Payment Services SaaS Payments Outsourcing Services Payment Solutions 145

Stax

JANUARY 29, 2024

As industry leaders in billing software, our mission is to help our customers work more efficiently, recover more revenue, and effortlessly collect invoices. TL;DR A billing platform is a comprehensive system facilitating subscription management, recurring billing, revenue recognition, payment gateways, analytics, and dunning processes.

Stax 88

Stax Payments Payment Services Payment Features 88

ChurnZero

MAY 16, 2025

It’s the ultimate technology dilemma for customer teams and the execs who control budgets: should you buy or build your customer success platform? CS platforms offer better integrations with your CS tech stack. Automate key touchpoints based on customer journey milestones (onboarding, renewals, expansions, etc.).

Payments 52

Payments Customer Success Payment Solutions Payment Services 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

Payrix

JANUARY 30, 2024

Neon One is on a mission to change that: building an ecosystem of technology and services that enable those who want to change the world and make it a better place. By integrating with Payrix, Novich shared how in short order “we coded, tested, and had merchants onboarded and processing payments.” Get started today.

Payments 130

Payments Merchant Services Payment Solutions Payment Services 130

Totango

AUGUST 18, 2022

A Customer Onboarding Checklist for Successful CS Teams. A lot goes into crafting the ideal onboarding process for SaaS products. One way to tackle these challenges is to utilize a customer onboarding checklist for your CS team that delineates all of the targets that need to be hit during this stage of the customer journey.

Onboarding 99

Onboarding Technical Review Software Review Scale 99

How To Buy Saas

MAY 21, 2025

From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines. This model offers easy accessibility (anywhere, anytime), automatic updates, and lower upfront costs (subscription-based pricing).

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

Neil Patel

MARCH 2, 2021

What’s in a review? Reviews aren’t just about finding out what consumers think you’re doing right or where you can improve. Let me show you why you should be scoping out reviews for your business. Why It’s Important for Your Business to Get Reviewed. Why It’s Important for Your Business to Get Reviewed.

Software Review 127

Software Review Technical Review Scale Merchant Services 127

Subscription Flow

MAY 2, 2024

The quickness of transactions is a huge reason why those businesses in the SaaS world such as those offering advanced software as their product or service have begun using crypto since their clientele is tech-savvy enough to figure out how crypto works. Read more: Clash of the Payment Titans: Authorize.Net vs.

Payment Solutions 105

Payment Solutions SaaS Payments Merchant Services Payment Services 105

Baremetrics

OCTOBER 24, 2021

Before we jump into the benefits of combining Baremetrics with Stripe, we’ll take a quick look at what Stripe is, and the advantages of using Stripe as your payment processor. Baremetrics monitors subscription revenue for businesses that bring in revenue through subscription-based services. Table of Contents. What is Stripe?

Payment Services 97

Payment Services Payment Features Payment Methods Payments 97

User Pilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Onboarding 98

Onboarding Technical Review Strategy Software Review 98

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

Sales Hacker

OCTOBER 11, 2021

To help take some of the pressure off, companies focus on technology investments to help their sales teams increase win rates and accelerate revenue while automating a lot of the tedious, manual processes that prove to be a bottleneck in the sales cycle. But simply investing in technology isn’t enough. Billing and invoice generation.

Payments 112

Payments Payment Services Revenue Payment Solutions 112

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs.

Onboarding 89

Onboarding Technical Review Software Review B2B 89

User Pilot

JULY 21, 2024

In this article, we’ll break down Userpilot’s pricing plans and review all the features you can find when you choose your specific pricing plan. Enterprise offers priority support, security audits, custom SLAs, and custom invoicing. Increase accessibility while assuring security with SAML 2.0 Priority Support.

Technical Review 104

Technical Review Pricing Software Review Enterprise 104

Frontegg

MARCH 10, 2022

SaaS applications need to be powered with strong onboarding experiences and multiple self-served features, but billing and subscription models are key when it comes to establishing a sustainable growth trajectory. Let’s get familiar with the top SaaS billing and subscription models you can use today for your application.

Subscription 98

Subscription Payment Features SaaS Technical Review 98

Buffer Resources

DECEMBER 11, 2023

  So when Meta, the company that owns Instagram, introduced Meta Verified , a monthly subscription that will give you that coveted blue checkmark on Facebook, Instagram, or both, my interest was piqued.  I’ll lay them all out here, but scroll on to ‘the verdict’ for my review of all these perks.

Technical Review 131

Technical Review Systems Review Social Media Subscription 131

Stax

DECEMBER 4, 2023

Best practices for ensuring AML compliance as a PayFac include continuously updating your AML policies, utilizing advanced technologies for monitoring, periodic internal reviews and audits, and engaging with AML experts and consultants. Transaction monitoring and reporting Onboarding sub-merchants following thorough KYC isn’t enough.

Merchant Services 88

Merchant Services Payment Services Payfac Technical Review 88

ChurnZero

JULY 22, 2022

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. It depends on how technical your customers are.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

Stax

JANUARY 17, 2024

An ACH payment facilitator, therefore, is simply a PayFac that allows users to accept payments through an electronic bank-to-bank network. ACH transactions are one of the fastest-growing modes of electronic payments in the world due to the convenience they offer, low processing costs, and enhanced security.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

FastSpring

JUNE 22, 2022

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. Evolving outside this initial go-to-market motion has historically required a dramatic “pivot” — still considered a dirty word in tech communities.

B2C 148

B2C Payments SaaS Payments B2B 148

Buffer Resources

JANUARY 18, 2024

It’s not the first time I’ve tried out LinkedIn Premium — but it is the first time I’m approaching the platform’s paid subscription as a creator.  I went with that plan to ensure this review was as comprehensive as possible. Technically, yes! Can you get LinkedIn Premium for free?

Technical Review 134

Technical Review Systems Review Sales Recruiting AI Search 134

Stax

MARCH 12, 2024

In an ideal world, all customers would pay an invoice the moment they receive it. But in reality, companies often have to spend considerable time and resources chasing down late payments that are stuck in Accounts Receivable. Promptly collecting payments from your customers is essential to run a sustainable business.

Payment Features 88

Payment Features Payment Methods Payment Services Stax 88

BetterCloud

NOVEMBER 1, 2024

Let’s say you already automate onboarding using some kind of end-to-end SaaS management platform like BetterCloud. Regularly review spend management dashboards All you need to do is take a quick look at the BetterCloud SaaS Spend Management dashboard at the Spend Management Microsoft Usage Extension. Let’s review how this works.

Management 52

Management SaaS Payment Features Scale 52

Frontegg

JULY 22, 2021

This allows users to onboard alone and get started without any manual intervention. This is typically done by implementing “ Freemium ” versions that elevate onboarding and adoption metrics. Some want a Single Sign-On (SSO) , while security conscious users may prefer Multi-Factor Authentication (MFA) or passwordless logins.

Technical Review 97

Technical Review Payment Features Scale SaaS 97

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. Then, look into reviews regarding their turnaround time on support requests.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Features 88

Intercom, Inc.

JANUARY 16, 2020

The idea of a virtual whiteboard is so simple that even the least technologically literate amongst us could likely understand the concept. Has there been any similar moments for you in terms of seeing sudden growth due to changes you’ve made in the products or maybe your business model? This was back in about 2015.

Consulting 249

Consulting Marketplace as a Service Scale Development 249

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. During the sales process, including sales appointment scheduling, meetings and payment processes. Tech support. Onboarding.

B2B 122

B2B Payment Methods Payments SaaS Payments 122

Stax

DECEMBER 27, 2023

This is especially common for high-risk accounts, as more vetting and due diligence are typically required. Online Merchant Accounts Process payments for online businesses eCommerce websites, marketplaces, mobile apps Secure payments, fraud prevention, payment gateway integration PCI DSS compliance, multi-currency, recurring billing.

Merchant Services 88

Merchant Services Payment Methods Payment Services Payment Solutions 88

Payrix

JANUARY 30, 2024

So we provide an all-in-one software platform with everything they need to focus on running their storage facility as opposed to being a technology expert. Additionally, from a security perspective, things like tokenization and EMV weren’t widely available to our customers. They’re not technologists. Get started today. GET A DEMO

Payment Services 130

Payment Services Payments Merchant Services Payment Solutions 130

Frontegg

MARCH 17, 2022

Product-Led Growth (PLG) is becoming the default strategy in modern SaaS organizations due to the plethora of operational, financial, and technical benefits it brings to the table. With a frictionless onboarding experience. Firstly, they are more efficient internally by not wasting time on non-core technology issues.

Scale 105

Scale Technical Review Underperforming Technical Team Sales 105

ChurnZero

FEBRUARY 8, 2022

ChurnZero earned a leadership spot specifically due to its powerful client onboarding capabilities that provide Customer Success managers the ability to guide their customers through onboarding, product adoption, renewals, and advocacy successfully, and give 100% visibility into the entire process. million trusted user reviews.

Software Review 98

Software Review Technical Review Software Marketplace as a Service 98

Payrix

APRIL 3, 2024

This blog post will shed light on the risks associated with adding payments to your software, and ultimately, help you determine what payment model makes the most sense for your unique vertical and business strategy. Striking a balance will be instrumental to success.

Payment Services 100

Payment Services Merchant Services SaaS Payments Payment Facilitation 100

Stax

AUGUST 26, 2024

The year 2024 is a special one for everyone at Stax because we’re celebrating a decade of transforming the payments industry and supporting our merchants and partners with innovative technologies and unwavering support. We wanted to be approachable, friendly, and easy to understand while also being tech-forward and smart.

Payment Services 88

Payment Services Merchant Services Stax Payment Solutions 88

User Pilot

AUGUST 26, 2024

From choosing the right data capture methods to navigating complex tools, SaaS companies must balance the need for detailed insights with the reality of technical constraints. Here are some of the best tools for product data capture: Userpilot — best no-code data capture technology for web apps. Get started with Userpilot today!

Outsourcing Services 105

Outsourcing Services Data Underperforming Technical Team Software Review 105

Sales Hacker

FEBRUARY 12, 2021

HubSpot and Salesforce are top two enterprise CRM solutions, according to user ratings and reviews on G2, Capterra, and Software Advice. 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. Total Reviews: 6,657.

Payment Solutions 113

Payment Solutions Enterprise Scale Payments 113