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8 SaaS Customer Onboarding Examples to Learn From

User Pilot

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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In The Age of AI, Onboarding and Time-to-Value Should Be The #1 Goal for Customer Success

SaaStr

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.

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Usage-Based Revenue Models: Successes and Pitfalls from Checkr COO Lindsey Scrase on CRO Confidential

SaaStr

It was started in 2014 when founders Daniel and Jonathan were working together at a delivery startup and experienced firsthand how slow background checks were slowing down worker onboarding. The results speak for themselves – Checkr now maintains incredibly strong retention rates with GRR in the high nineties.

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11 Onboarding Gamification Examples to Engage & Retain Users

User Pilot

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.

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Stop Investing in Forgettable Learning Events

In today’s competitive business environment, the only way to win is with a salesforce that’s fully onboarded and equipped with deep product knowledge, use cases, best practices and objection handling. If you’re trying to train all your sales reps while minimizing costs, an online training platform can help you do more with less.

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Dear SaaStr: What Should I Know As a First-Time Customer Success Manager?

SaaStr

As a new Customer Success Manager (CSM), here’s what you need to know to hit the ground running and make an impact: Understand Your Role’s Revenue Impact — Revenue vs Retention : Customer Success isn’t just about keeping customers happy anymore at most B2B companies —it’s often a revenue-driving function now.

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Dear SaaStr: How Should Founders Build Their First Customer Success Team?

SaaStr

This ensures you’re proactively driving retention, upsells, and customer satisfaction from the start. Focus on Retention and Expansion The CS team’s primary job is to retain customers and drive expansion revenue. This alignment can drive better retention and faster expansion revenue. But expansion can wait.