For Entrepreneurs with David Skok

SEPTEMBER 6, 2018

Stephanie has been an executive in 3 successful startups and was most recently the SVP of Sales and Customer Success at Xamarin which has since been acquired by Microsoft. In today’s blogpost I would like to introduce my partner for Zero to 100, Stephanie (Schatz) Friedman. Stephanie joined Xamarin as its first non-engineering hire in.

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For Entrepreneurs with David Skok

SEPTEMBER 6, 2018

Stephanie has been an executive in 3 successful startups and was most recently the SVP of Sales and Customer Success at Xamarin … The post Onboarding your first Sales Hire as an Entrepreneur appeared first on For Entrepreneurs.

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SaaStr

FEBRUARY 20, 2024

Together they share the high-velocity techniques they use to maximize sales, including: Sell to SMBs Use round-robin to assign accounts, but you’re not sure if it’s optimal Are stuck in a world of geographic territories Spend a lot of time manually building territories Gusto thinks of the rev ops capability as the brain center and engine builder.

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Nimble - Sales

JUNE 28, 2023

We’re excited to announce that Nimble has launched Deals onboarding and sample data to our New Nimble Deals to help you get up to speed quickly. By loading our Nimble Sample Data you can easily visualize what a live deal pipeline and reports look like for an active sales team.

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Onboarding Data Sales 57

User Pilot

JUNE 20, 2023

Looking to level up your user onboarding knowledge with onboarding books? An exceptional user onboarding experience can make all the difference for your SaaS company's growth. Onboarding books can offer you the knowledge and insights necessary to craft a remarkable onboarding process. But where do you begin?

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Onboarding VP of Engineering SaaS Consulting 98

Intercom, Inc.

AUGUST 7, 2019

A great onboarding experience is one that proves to new users that your product will help them do the job that they want. To put it another way, the ideal onboarding experience is a short, easy and frictionless path to finding value. Explain the benefit of each onboarding task. Tailor onboarding for all stakeholders.

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Onboarding Software Review Compensation Sales 223

ChurnZero

JANUARY 10, 2022

SaaS customer onboarding makes or breaks your customer retention. Your onboarding process is a learn-or-churn, adopt-or-get-dropped situation. For this reason, unlocking the optimal SaaS customer onboarding experience is invaluable. Work Cross-Functionally During SaaS Customer Onboarding. Segment for Customer Onboarding.

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Onboarding Sales Recruiting SaaS Technical Review 98

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

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Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

User Pilot

SEPTEMBER 11, 2023

The ideal user onboarding process is centered around customer needs. This article holds your hand and shows you practical steps to deliver engaging onboarding experiences that drive growth. Additionally, you'll see: Onboarding flow examples from top SaaS companies. How to track onboarding performance and improve.

Onboarding 52

Onboarding Engagement Trends Data 52

SaaStr

MARCH 16, 2023

A rough structure from 1–25 sales reps: Early days: CEO acts as VP of Sales. CEO starts looking for true VP of Sales by $1m ARR, ideally hires one by $1m-$2m in ARR. VP of Sales hires next 5–10 reps herself. If VP of Sales is good, most of reps 5-10 perform. Segmenting by customer size, and sometimes geography.

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Sales Hiring Scale Startup Compensation 292

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.

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Onboarding Technical Review Software Review B2B 83

Inturact

SEPTEMBER 26, 2023

Acquiring new customers can sometimes be a real nightmare, so it’s no surprise that the sales team has a huge sigh of relief once a client has registered. After registration, you want to ensure that the client will stay and to do so you need to pay attention to the customer onboarding process.

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Onboarding Sales 87

Sixteen Ventures

AUGUST 18, 2020

. The phase of the customer lifecycle that gets the most attention is Customer Onboarding, yet ironically (or tragically), most people fail to understand what onboarding really is, and few do it well. . Here we go… Designing an Effective Customer Onboarding Process. Four Steps to Effective Customer Onboarding.

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Onboarding Sales Hiring Compensation Consulting 114

SaaStr

FEBRUARY 10, 2021

Your new client onboarding process could be that chance. When you deliver an exceptional experience during the onboarding process, you build trust that will last far beyond the initial project or implementation. If that initial onboarding experience isn’t good, it leaves a bad taste in everyone’s mouth. Of course you are!)

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Onboarding Customer Success Sales Software 181

Tom Tunguz

MAY 1, 2023

When a startup is born, founders lead sales. Design partners, pilots, or founder-led sales - they have many names - these customers work with a startup to solve a problem. Said another way, founder-led sales are sales engineering sales, not account executive sales.

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Scale Engineering Outsourced Development Sales 152

SaaStr

FEBRUARY 9, 2024

Everything from hiring on the GTM side to layering in a sales-led motion into PLG. Let’s dive into what’s making that hybrid model successful: PLG and Sales Led? Given this, you must understand the role that each facet of the business plays in promoting that product, from marketing and sales to customer service.

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Scale Sales Hiring Sales Marketing 263

Sixteen Ventures

DECEMBER 12, 2022

Customer Onboarding is the process a new customer goes through to get up and running with your product after they buy. If you confuse Free Trials and Customer Onboarding, you’ll try to engage prospects as if they’re already customers, resulting in poor engagement and lower conversion from free to paid.

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Onboarding Engagement Customer Success Metrics 107

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.

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Onboarding Technical Review Software Review Scale 92

SaaStr

FEBRUARY 28, 2022

A few ideas on how to help the sales team make this your best year so far: Hire dedicated sales / revenue ops. Many of you will have little to no dedicated help in sales operations , even up to $10m ARR or beyond. If that’s you, or your VP of Sales, or even your VP of Marketing … it can sort of work for a while.

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Scale Sales Hiring Sales Enterprise 244

Intercom, Inc.

OCTOBER 22, 2018

It’s not surprising that onboarding flows focused on demonstrating all the features of a product become leaky buckets as new customers quickly lose interest. The solution is to build your onboarding experience around user value and drive new customers to an ‘aha’ moment, not a tour through product features. Here’s how to do that.

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Onboarding Sales Hiring Market Segmentation Branding 188

Neil Patel

FEBRUARY 22, 2021

Now it’s time to start the client onboarding process and welcome the new client into the fold. After all, you already made the sale. Client onboarding is the first step to creating a long-term relationship with a new client. Get it wrong, and you risk losing a sale and leaving a bad impression. Not so fast.

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Onboarding Retention Sales Hiring Systems Review 130

SaaStr

JULY 9, 2021

Q: What are the common mistakes in the sales process that may lead to customer loss? In SaaS, the prospect is expecting the sales rep to be their guide, their expert on the product. In SaaS, the prospect is expecting the sales rep to be their guide, their expert on the product. A few thoughts: Do better onboarding.

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Sales Hiring Sales Pricing Onboarding 253

CloseSaaS

MAY 10, 2022

New client onboarding can be a challenge. How do you make your consulting onboarding process smooth and easy? Learn from 8 top consulting pros.

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Consulting Onboarding Sales SMB 52

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.

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Scale Onboarding Scaling Underperforming Technical Team 98

Totango

MAY 13, 2022

Onboarding is one of the first times your customer engages with your business. The right customer engagement software can optimize your onboarding process and help promote experiences that lead to customer renewal. In the onboarding stage, this can be particularly helpful for assisting customers through common onboarding issues.

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Engagement Onboarding Artificial Intelligence Customer Support 103

Totango

JULY 31, 2020

Onboarding sets the stage for customer retention by beginning a positive long-term relationship between you and your customer. For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward.

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Onboarding SaaS Healthcare Systems Review 127

SaaStr

MAY 5, 2022

What are some of the foundational ways sales leaders can think about building their sales teams as their company continues to expand and grow? There’s no shortage of ways to tackle this challenge, but one thing is clear: build sales teams thoughtfully and intentionally. Principle #1: Ownership is Key.

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Scale Sales Hiring Scaling Sales 220

FastSpring

JANUARY 29, 2021

Some of the updates to our platform include faster seller onboarding, support for more languages, and a play-by-play rundown of how we’ve made PSD2 compliance effortless for our sellers. Early Access Launch of FastSpring Quotes for B2B Sales. Enhanced Our Platform for FastSpring Seller Onboarding.

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Merchant Services Payment Services Payment Methods compliance 78

SaaStr

NOVEMBER 25, 2023

Jameson Yung, SVP of Sales at Gong, and Sam Blond, Partner at Founders Fund and previous CRO at Brex, share five tactical ways to get back to growing and hitting revenue targets. Create/ track a leaderboard so i f someone is below average in sales, it’s objective. If you look at the number of Sales vs. Marketing.

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Sales Hiring Underperforming Technical Team Revenue Sales 202

Andreessen Horowitz

FEBRUARY 8, 2024

But building a sales compensation plan that both aligns your sales team’s compensation with your customers’ objectives and recruits top salespeople can be incredibly difficult in usage-based pricing. Determine where your sales team makes your customers more successful In usage-based pricing, value = usage.

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Compensation Sales Recruiting Sales Systems Review 84

SaaStr

AUGUST 12, 2021

Q: What are the top 3 biggest concerns in managing a first sales team? Top sales people want to work for a great VP of Sales. If you don’t have one, it’s very hard to attract top sales reps. Too many startups don’t train or onboard reps properly. All sales execs want to make a lot of money :).

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SaaStr

FEBRUARY 8, 2022

Scaling a sales organization isn’t easy. Knowing which metrics matter and how to analyze them to increase your revenue and hit organizational sales goals is essential. . What makes a sales organization grow? What’s the best way to grow a sales organization? Enter your email below for the latest SaaStr updates.

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Scale Sales Hiring Compensation Sales 231

Sales Hacker

NOVEMBER 27, 2019

Sales leaders have a bad habit of dumping people into a new job without properly preparing them to succeed. When I landed my first “big girl job” 20 years ago as an Inside Sales Manager , I was underqualified, overambitious, and soon underwater. What’s So Important About Sales Onboarding? So tune in….

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Sales Hiring Onboarding Sales Recruiting Outsourcing Services 74