CustomerSuccessBox

JUNE 21, 2022

The general agreement is that successfully onboarding a customer on a B2B SaaS platform involves ensuring the customer knows how to use your product. Yet, it’s often easy said than actually done, especially, when you’re looking for Customer Onboarding at Scale. 8 Best Strategies for Customer Onboarding at Scale.

Scale 52

Scale Onboarding Scaling Strategy 52

Intercom, Inc.

SEPTEMBER 10, 2020

Applying data and science to scaling has become easier because of the shift that’s happened in the software industry over the past 15 years, from outside sales to inside sales. A data-driven framework for scaling. Mark’s latest ebook, The Science of Scaling , outlines a precise framework for success.

Scale 226

Scale Scaling Sales Recruiting Sales Hiring 226

SaaStr

OCTOBER 5, 2022

Confluent’s President of Field Operations, Erica Schultz, explores different tactics businesses can employ to scale revenue and increase efficiency in the current macro environment. As you look to scale your business and make your processes more efficient, it’s essential to foster a shared understanding of who your target customer is.

VP of Engineering 187

VP of Engineering Scale Scaling Sales Hiring 187

Intercom, Inc.

JULY 28, 2022

And for Intercom’s VP of Sales EMEA, Sanj Bhayro , scaling is just what you need to invest in to ensure growth becomes as constant and linear as it can be. Sanj has plenty of experience scaling sales teams at growing businesses, and that’s precisely why, as of November of last year, he‘s overseeing EMEA sales at Intercom.

Scale 210

Scale Scaling Sales Hiring Sales Recruiting 210

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. Tracking the metrics helps you improve your onboarding process and retain more customers.

Onboarding 90

Onboarding Metrics Retention Scale 90

SaaStr

NOVEMBER 24, 2020

Check out the low down on our sponsors for SaaStr Scale who are helping to make this event happen. Grab your seat for their 12:30 PM PST workshop on Scaling with Speed: How to Streamline Your Revenue Operations with Conga. Conga eliminates the business bottlenecks through their Digital Document Transformation solutions. Freshworks.

Scale 233

Scale Scaling Outsourced Development compliance 233

SaaStr

SEPTEMBER 29, 2023

For Lattice, you maybe onboarded the company, set them up with goals, and do 1-on-1s with a manager to go through a quarter and get feedback. Acquisitions may make sense when: You’re buying a true winner or number two in a category that will be too hard to compete into that’s strategically critical, and you’ve got enough scale to pull it off.

Scale 221

Scale Scaling Startup Sales Hiring 221

User Pilot

MAY 3, 2023

Is Pendo onboarding functionality any good? We look at the onboarding features Pendo offers, how to use them, and their pros and cons. TL;DR Pendo onboarding is a set of features you can use to help your users experience product value and become competent users. What is Pendo Onboarding? What is it? Read on to find out!

Software Review 98

Software Review Onboarding Pricing Engagement 98

SaaStr

MAY 17, 2021

We overindex on the inside information, and how quickly we assume they could scale up … and because of that, we let their other weaknesses slide in candidates we otherwise wouldn’t hire. Sales reps don’t have to scale in a day. So a rep with a $120k OTE has to eventually close at least $480k at scale. Not Training Reps.

Scale 223

Scale Sales Hiring Scaling Sales 223

SaaStr

FEBRUARY 27, 2023

A way of onboarding new employees and equipping them with the right tools. They also hired a VP of Partners who knew how to scale B2B software. Storyblok then invested in an onboarding and learning platform to create a four-week onboarding program rather than the lengthy wiki pages they previously used.

Scale 185

Scale Sales Hiring Sales Recruiting Scaling 185

SaaStr

DECEMBER 25, 2021

Here’s the advice they had to offer on scaling your SaaS company. Adam #18: Invest in a strong hiring and onboarding process from day one. Adam attributes the caliber of the people at Zapier to hiring and onboarding. It’s hard to re-engineer your business at scale. Zé #21: Create scrappy solutions that get you 80% there.

Scale 275

Scale Scaling Innovation Investment 275

SaaStr

FEBRUARY 15, 2022

But maybe not while you are scaling, you can often afford to invest more if you have funding. This is pretty much where most of us end up at, at scale. For $5k+ deals, you need to bond in the onboard process or first interaction, and then follow up in an automated but informed fashion. if Churn > 2% = Bad, Just Terrible.

Scale 240

Scale Customer Success Sales Hiring Scaling 240

SaaStr

JANUARY 6, 2021

How do you scale a company based that can be collaborative for everyone in your org — from finance to marketing? When Howie first started the company, they made the commitment to make the product experience more intuitive without taking away from the elegance of the onboarding experience. Have a good balance of patience and impatience.

Scale 191

Scale Software Review Scaling Sales Hiring 191

User Pilot

JULY 4, 2023

Read on to discover how to cross the chasm and scale your technology company. Automate in-app onboarding so new users get value without manual intervention. How to cross the chasm to achieve market success Crossing the chasm can be challenging, but here are some helpful ways to achieve it to scale your SaaS.

Scale 93

Scale Scaling Technical Review SaaS 93

User Pilot

AUGUST 10, 2023

What are some user onboarding best practices? What’s user onboarding in the first place? User onboarding best practices for SaaS – Yaakov Carno. TL;DR User onboarding is the process of introducing users to a new product. Onboarding starts before users sign up for the product. What is user onboarding?

Onboarding 88

Onboarding SaaS User Experience Scale 88

User Pilot

JUNE 12, 2023

Any savvy product manager should have a rock-solid understanding of goal-oriented user onboarding. If you want to brush up on your knowledge of the onboarding process – and how you can keep users engaged and achieving their goals throughout – you’ve come to the right place! What is goal-oriented user onboarding?

Onboarding 90

Onboarding SaaS Education Engagement 90

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 92

Onboarding Technical Review Software Review Scale 92

SaaStr

JULY 20, 2022

generate momentum, they will inevitably need to scale up. For whatever reason, the company is ready to exit startup status and prepare to scale-up. Dave Kellogg, Executive-In-Residence at Balderton Capital, breaks down the most common mistakes companies make when going from startup to scale-up. Be realistic in self-assessment.

Scale 185

Scale Technical Advisors Sales Hiring Technical Review 185

SaaStr

APRIL 1, 2023

The keys to customer success are: Onboarding Most small business owners aren’t super tech-savvy. It’s essential to drive the onboarding process so SMBs have a great experience. The key takeaways for SMBTech companies to scale in today’s economy are: Now is a great time to build for SMBs. Building community can be a superpower.

Scale 187

Scale SMB Merchant Services Payment Methods 187

SaaStr

DECEMBER 14, 2022

Yamini Rangan, CEO at HubSpot, has many insights on how to serve SMB customers at scale. But because SMBs are rarely digital-first, their recent challenges allowed HubSpot to leverage their years of experience in marketing automation, as it became a core feature of how these companies worked to scale. Balanced Growth Drivers.

Scale 214

Scale SMB Scaling Innovation 214

SaaStr

DECEMBER 7, 2020

It is time for SaaStr Scale and some of our sponsors are offering incredible deals and prizes for all Scale Attendees. GuideCX – The client onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent way and accelerates time to value. 1st Prize – Mirror Home Gym.

Scaling 157

Scaling compliance Churn Innovation 157

User Pilot

MAY 31, 2023

Nominal scale questions The nominal scale questions categorize or identify objects without any inherent order or numerical value. Creating nominal scale questions in Userpilot. Ordinal scale questions The ordinal scale questions introduce a ranking or ordering of answer options to check if one thing ranks higher than others.

Data Analysis 95

Data Analysis Scaling Artificial Intelligence Data 95

User Pilot

JUNE 9, 2023

Are you struggling with segmenting onboarding messages for your customers? So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs. So let’s check out some ways of segmenting onboarding messages to tailor product communication to individual needs.

Onboarding 82

Onboarding SaaS User Experience Engagement 82

User Pilot

APRIL 28, 2023

User onboarding is no exception. The article explores how you can use AI user onboarding to drive your product success. TL;DR AI user onboarding uses Artificial Intelligence (AI) tools to introduce product functionality to users and drive product adoption. AI can be used at all stages of user onboarding. Shall we dive in?

Artificial Intelligence 91

Artificial Intelligence AI Onboarding Machine Learning 91

SaaStr

MAY 5, 2022

With scale, though, these priorities can change. Principle #4: At Scale, Focus is Critical. And with even more scale, determining whether to sell upstream (enterprise) or downstream (SMB) might prove challenging. Taking the time to think through these tradeoffs and create focus can only help your sales org scale. .

Scale 207

Scale Sales Hiring Scaling Sales 207

Totango

JUNE 30, 2021

Knowing how to boost product adoption after onboarding is critical for customer retention. Onboarding is a crucial time to provide the training and resources that customers need to make the most out of your product. During the onboarding stage, your customer is getting set up so they can begin deriving value from your product.

Onboarding 94

Onboarding Customer Success Subscription Payment Features 94

Totango

MARCH 21, 2023

At the Customer Success Festival in New York City, Katie Yagodnik, director of CS operations and digital programs at Totango, and Nick Chang, VP of global CS at Aryaka, explored how operations teams can be leveraged to drive revenue growth in a fireside chat about “Effectively scaling your CS operation.” Do you have a renewal playbook?”

Scale 80

Scale Scaling Customer Success Benchmarks 80

User Pilot

MAY 16, 2022

Product-led onboarding is something of a revolution in the SaaS industry. It’s not a ‘hack’ or a quick fix: it’s a mindset shift in how you approach your user onboarding process. As you’d expect, different SaaS companies adopt slightly different approaches around product-led onboarding.

Onboarding 98

Onboarding Customer Success Scale Strategy 98

User Pilot

MAY 14, 2020

Onboarding your customers successfully is tricky, right? That’s why choosing the best customer onboarding software is a big decision. Choose the wrong tools and your onboarding won’t work. So, in a way, choosing the wrong customer onboarding software can lead to churn. Scale stage customer onboarding software.

Onboarding 98

Onboarding Software Scale SaaS 98

SaaStock

MARCH 21, 2019

The unique model that the Boston-based VC firm has is to provide strong support to companies post their investment to help them refine business models, pricing, marketing so they can ultimately scale. The post How to venture into product-led growth and scale successfully appeared first on SaaS Revolution Hub.

Scale 172

Scale Scaling Business Model B2B 172

Totango

MARCH 15, 2022

Efforts to scale customer success team activity often fall short because of failure to avoid common mistakes. Your human resources practices, your project management procedures and your technology strategy all need to come together in order for you to scale up without overextending yourself.

Sales Recruiting 95

Sales Recruiting Customer Success Sales Hiring Scaling 95

SaaStr

FEBRUARY 25, 2022

At a time when enterprise SaaS is gaining game-changing momentum, it presents a promising opportunity for companies to redefine the rules of work and scale exponentially—by hiring more freelancers. . This remote freelance team has been one of the biggest driving factors for UpWork’s scaling business. . Adapting to perpetual change.

Scaling 176

Scaling Artificial Intelligence Company Culture Innovation 176

Totango

NOVEMBER 18, 2020

Onboarding is a vital part of this customer retention focus, however, an onboarding process that is too lengthy or complicated can sour customer relationships early on. Efficient Onboarding is Critical. Digitizing the onboarding process makes it repeatable, scalable, and easily accessible.

Onboarding 77

Onboarding Scale Technical Review Systems Review 77

Totango

OCTOBER 23, 2020

Onboarding is defined as the actions your company takes after a customer signs up to use your product. A successful onboarding experience can lay the foundation for a loyal lifetime buyer, while a negative experience can push your new customer directly into the hands of a competitor. The Three Stages of Onboarding .

Onboarding 71

Onboarding Underperforming Technical Team Scale Systems Review 71

CustomerSuccessBox

APRIL 7, 2022

And, of course, in remote customer onboarding! Read on to know how remote customer onboarding can do so many things that you never thought could have been possible! Every customer success team during the onboarding, buzz around the term “Early value”, the question is how does it all start and even delivered?

Onboarding 52

Onboarding SaaS Payments Payment Methods Scale 52

SaaStr

NOVEMBER 21, 2023

Leveraging AI helps you achieve scale while still serving the needs of a broad customer base. Tip #2: Rapidly Scale Across The Globe With AI Onboarding and Training Imagine bringing a whole bunch of employees into your organization. So, how do you train and onboard new employees and make them productive?

AI 216

AI Scale Generative AI Sales Hiring 216

Intercom, Inc.

APRIL 20, 2021

Here are three ways to know if it’s time to invest in customer support operations (if you’re looking to scale, it probably is), and a few simple things your organization can do to get started. You’re not scaling as quickly as you’d like. Sound good? What is customer support operations?

Scale 156

Scale Customer Support Scaling Headcount 156