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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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Merchant onboarding 101: Insights for software payments success | Episode 45

Payrix

Ian Hillis welcomes David Blair, Senior Director of Product Management at Worldpay for Platforms, on PayFAQ: The Embedded Payments podcast to explore the critical roles of merchant underwriting and onboarding for software providers. Check out this helpful blog: The essential elements of merchant underwriting for software companies.

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The Rise of Vertical SaaS: Achieving 110% NRR from SMBs with Mangomint’s CEO

SaaStr

Its product provides software to spas and salons but it’s not new (the first salon software came out in the 80s), and neither is a lot of the vertical software getting hot today. 10-15 years ago, salon and spa software was essentially a calendar with bells and whistles. readily available that didn’t exist before.

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52% of You Are Buying More Software Next Year. The Latest Data on How AI Impacts the SaaS Buyer Landscape with G2’s CMO

SaaStr

Software buying behavior has changed, and today we’ll share how you can leverage these changes to win in the age of AI. The ability to win these limited software budgets and access decision-makers is harder than ever. The promise of AI isn’t just hype—it’s fundamentally reshaping software purchasing.

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10 Reasons to Stop Using Project Management Software to Run Client Implementations

You wouldn’t use a hammer when you need a screwdriver, and you shouldn’t use standard project management software to manage your new client implementations.

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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. What is onboarding gamification? Why use a gamified onboarding process? Launching a new product.

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Customer Onboarding Automation: How-to Guide

User Pilot

This is every product manager’s nightmare – an onboarding failure that cripples customer retention. In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement. What is customer onboarding? The answer is a lot!

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The Five-Finger Approach to Onboarding

As a group that provides the software tools necessary to manage the contracts to cash process, Aysling onboards users and projects daily, and has learned some important tips if you want to be successful when onboarding new clients and/or projects.

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The Ultimate Client Onboarding Guide for Beginners

Many companies are creating a focus on client onboarding. Because it has a significant impact on your business. But if you’re here, you probably already know that.

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The Art of Invisible Onboarding in Integrated Payments

Discover the transformative world of invisible onboarding in integrated payments with our enlightening article! In today's competitive landscape, a seamless and intuitive onboarding process is crucial for standing out. Dive in to harness the full potential of your platform!

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If You Build It, They Will Come: A Guide to Customer Onboarding

Speaker: Jamie Bernard, Sr. Product Director and Product Management Practice Lead at Nexient, an NTT Data Company

Creating new software and releasing it into the marketplace to achieve wild success is the dream! The act of onboarding the customer – and putting the customer first during this onboarding – seems like a no-brainer thing to get right, but so many get it wrong. Examples of successful product onboarding strategies.

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Get More Help With Merchant Onboarding and Get Payments Going Your Way

As software companies become a larger part of the payments world, you will have to determine how much of a role you want to play and how far up the payments revenue food chain you want to go. By becoming a Payment Facilitator, you gain more control and ownership of the payment functions and keep a larger share of the payments revenue pie.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. Don’t miss this unique opportunity to hear live insights from experts who have helped countless software platforms implement payments with ease!