SaaStr

JANUARY 8, 2025

Checkr’s go-to-market strategy was already well-established when Lindsay joined in 2022. 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. Enhancing implementation and onboarding processes.

Revenue 299

Revenue Scale Sales Hiring Compensation 299

Intercom, Inc.

JUNE 9, 2021

That used to mean welcoming them to the company in person but, like everyone, we’ve had to adapt to a new way of onboarding over the past year. The COVID-19 pandemic has completely disrupted the way we work and forced us to reinvent how we onboard new colleagues. Our remote onboarding program has come a long way since then.

Onboarding 253

Onboarding Sales Hiring Scale Systems Review 253

User Pilot

NOVEMBER 14, 2024

While it may sound too good to be true, the reality is that you can achieve this by implementing an effective customer expansion strategy. What is a customer expansion strategy? Different types of customer expansion Here are the four most common customer expansion strategies for SaaS companies.

Strategy 105

Strategy Payment Solutions Payments Customer Lifetime Value 105

SaaStr

DECEMBER 11, 2024

AI-powered Customer Onboarding and Customer Support We’re seeing a lot of companies using either AI tools they built themselves or through 3rd-party AI SaaS vendors have success helping users understand a new behavior or use a product for the first time. What’s Currently Working in AI for SaaS 1.

AI Search 290

AI Search AI Artificial Intelligence B2B 290

Predictable Revenue

MARCH 14, 2022

The post Should AEs Be Training and Onboarding SDRs? Learn the top five reasons why AEs should be included in the SDR training process, and how greater communication between these roles can help you close more deals. appeared first on Predictable Revenue.

Onboarding 263

Onboarding Communication Revenue Development 263

User Pilot

APRIL 30, 2025

Sure, you could blame onboarding or a clunky user interface. Boost user engagement by improving onboarding with personalization and gamification. They spend hours perfecting the onboarding flow or tweaking button placements. Increase app users with a referral marketing strategy. Canvas app store optimization.

Strategy 66

Strategy Mobile Systems Review Scale 66

SaaStr

MARCH 9, 2025

Previously, he led design teams at LinkedIn where he built recommendation products for product onboarding and developed AI chatbots. His background combines deep product strategy with practical AI implementation experience. The Cold Start Problem with AI in SaaS We’re all trying to figure out AI.

AI 202

AI Scale Education User Experience 202

SaaStr

DECEMBER 22, 2023

For any Cloud and SaaS Founders or execs seeking practical strategies and inspiration to stay ahead of the curve, this session’s for you. At the SaaStr Annual, Kiren Sekar, Samsara’s Chief Strategy Officer and founding chief Product Officer shared five lessons he learned along the way from scaling six products to $100M+.

Scale 311

Scale Scaling Strategy Sales Hiring 311

SaaStr

FEBRUARY 7, 2024

In today’s world, there’s a clear shift in what founders, boards, and investors are all after — scalable, low-CAC (customer-acquisition cost) growth strategies. In this playbook we’ll share: Automated outbound at-scale strategies. Sales-assisted, product-led growth strategies that close Enterprise leads.

Scale 278

Scale Sales Hiring Strategy Marketing 278

SaaStr

JULY 18, 2023

In this session, CEO and Founder Christina Cacioppo, and GM of EMEA Andrew Foley, reveal the strategies that have propelled Vanta’s remarkable scaling success despite the constraints of the capital-restricted environment. With a multi-billion dollar valuation and a trajectory to double growth annually, Vanta is seizing the spotlight.

Strategy 246

Strategy Scale Sales Hiring Startup 246

SaaStr

OCTOBER 5, 2022

In a volatile economic climate and market, founders must employ smart growth strategies while focusing on efficiency. Having a clear playbook for onboarding new team members is essential, enabling them with what you’ve already learned. These scaling strategies might demand operational changes for your company. Solve for speed.

VP of Engineering 245

VP of Engineering Scale Scaling Sales Hiring 245

SaaStr

MARCH 18, 2025

This realization led to a fundamental shift in strategy, allocating resources to hiring and onboarding rather than lead generation. Channel Strategy Evolved to 100% Partner-Led While most companies start with direct sales and gradually add channel partners, Wiz made a decisive strategy shift to a fully partner-led model.

Scale 186

Scale Sales Hiring Scaling Headcount 186

SaaStr

NOVEMBER 20, 2024

Once they brought it to market, they knew they needed better user admin features, onboarding capabilities, SSO integration, etc. Copilot for support implementation has been a winner, followed by partner strategy. The support team can focus on more complex problems.

Scale 264

Scale AI Scaling Marketing 264

User Pilot

MARCH 30, 2025

A great user onboarding experience shouldnt stop at your web app. With Userpilots mobile onboarding , you can create native-feeling in-app experiences that are quick to launch and dont need developer handoffs. In this guide, well explore how it works, what sets it apart, and why it could be the right fit for your onboarding strategy.

Mobile 66

Mobile Onboarding User Experience Engagement 66

SaaStr

FEBRUARY 25, 2025

Sessions typically focus on real metrics, strategies, and lessons learned, not theoretical concepts. Speakers share their playbooks on everything from achieving product-market fit to optimizing CAC:LTV ratios and scaling go-to-market strategies. Get out of the home office. Pull together the team.

Sales Recruiting 187

Sales Recruiting Scale CTO Hire Sales Hiring 187

SaaStr

JULY 27, 2022

At the SaaStr Europa 2022 event, Accel Partner Philippe Botteri interviewed PayFit CEO & Co-Founder Firmin Zocchetto to ask about his GTM strategy. . The answer lies in the GTM strategy and Zocchetto shares seven secrets that helped fuel PayFit’s success. . Plan your hiring strategy early, especially for your sales teams. .

SMB 244

SMB Sales Hiring Scale B2C 244

Intercom, Inc.

JULY 6, 2021

If your business is expanding internationally, you’ll reach a point in your growth when you’ll need to implement a global support strategy. As your business goes global, it’s important to not let your support strategy fall behind. But how do you live up to these expectations if your customers are on one side of the globe?

Customer Support 232

Customer Support Strategy Scale Retention 232

User Pilot

JANUARY 15, 2025

Let’s be honest, onboarding in SaaS can feel like navigating a labyrinth. As product managers and onboarding specialists, you’re juggling a million priorities: feature adoption, activation milestones, reducing churn… And crafting the perfect email sequence that guides users to success? What are they?

Onboarding 52

Onboarding Benchmarks Engagement Data Analysis 52

TechEmpower SaaS

MARCH 4, 2024

The shift towards AI-driven ad technologies enables brands to set and achieve highly specific engagement KPIs, moving away from generic strategies to more personalized, data-driven approaches that resonate with their target audience. It also facilitates rapid prototyping, allowing for quicker iterations and thus shorter development cycles.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

User Pilot

AUGUST 26, 2024

The key is to delight customers with a frictionless onboarding experience. Customer onboarding in EdTech platforms sets the tone for what users can expect in the next stages. In this article, we’ll outline a few effective customer onboarding techniques for EdTech platforms to help you get it right.

Onboarding 105

Onboarding Social Media Education Engagement 105

Payrix

NOVEMBER 7, 2024

Jess Kirkpatrick, Senior Director of Risk, Fraud, and Underwriting “What is the one thing you want software companies to know about merchant onboarding and underwriting?” Software companies can streamline merchant onboarding by ensuring their customers are prepared to share this data, allowing for efficient account processing.

Merchant Services 130

Merchant Services Payment Services Payment Solutions Payments 130

BetterCloud

MAY 23, 2025

Here are key strategies to consider for consolidating and simplifying your tech stack. It should be a well-defined blueprint aligned with your overarching business strategy, growth objectives, and risk tolerance. Outside of onboarding and offboarding, keeping an eye on usage is incredibly important.

Technical Review 52

Technical Review Strategy Government Systems Review 52

SaaStr

OCTOBER 3, 2022

When approaching a GTM exercise, one thing needs to be very clear: the company’s revenue strategy. This revenue strategy consists of three core questions: What is the market opportunity—the problem that needs to be solved? What is the product strategy? Develop a simple strategy that drives interest to the top of the funnel.

Scale 277

Scale Sales Hiring Sales Recruiting Scaling 277

SaaStr

JULY 1, 2024

It could be a 6-month, 12-month, or multi-year venture, so you want the cash to invest in an upmarket strategy properly. 1: Build a Demand Gen Strategy The first thing you want to think about is building or rebuilding a demand strategy. You want to think a couple of quarters out to really build this strategy.

Sales Hiring 305

Sales Hiring Scale SMB compliance 305

SaaStr

NOVEMBER 12, 2021

Culture eats strategy for breakfast.” — Peter Drucker. A consistent onboarding system that predictably creates early sales rep success. Your sales rep onboarding is your partner onboarding process. This is somewhere in between a customer onboarding and employee onboarding system. .

Sales Recruiting 305

Sales Recruiting Sales Technical Support Onboarding 305

User Pilot

SEPTEMBER 10, 2024

Customer onboarding : Enhance the onboarding process using personalized experiences, checklists , and in-app guidance. According to a Foundry 2023 report, 93% of all companies have already adopted or plan to adopt a digital-first business strategy. Creating an onboarding checklist with Userpilot. every SaaS business).

Management 111

Management Strategy Technical Review Software Review 111

User Pilot

SEPTEMBER 30, 2024

What is a messaging strategy? A messaging strategy is a marketing framework /plan that outlines how your brand communicates its key messages and unique selling proposition to its target audience. Why should you have a solid messaging strategy? This helps you stand out and connect more deeply with your target market.

Strategy 111

Strategy Social Media Underperforming Technical Team Travel 111

SaaStr

JANUARY 22, 2021

What does it mean to make your product the star in your SaaS growth strategy? It’s imperative to incorporate critical elements in your product-led strategy to ensure its success. Product-Led Growth: The Disruptive GTM Strategy. Pricing strategy based on pay-as-you-go has grown popular. Key Takeaways.

Scale 290

Scale New CTO CTO Acquisition 290

Sales Hacker

NOVEMBER 8, 2024

Efficient TTV highlights an optimized onboarding experience and provides a clear indicator of early product satisfaction. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX. Tracking this helps pinpoint onboarding bottlenecks, such as overly complex sign-up flows or unclear UX.

Scale 112

Scale Sales Recruiting Sales Hiring AI Search 112

SaaStr

OCTOBER 16, 2020

Dominant-dominant strategy is tough to play well, but being in every single segment when the competition can’t afford to be is a form of moat. But there’s a “carrot” flip-side: making it 10x easier to onboard than the competition does. Not perfect. You can buy out these contracts, and break them.

Enterprise 363

Enterprise Branding Onboarding SaaS 363

User Pilot

JULY 9, 2024

What is a customer experience management strategy? We also share best practices for product teams seeking to optimize their strategies and enhance customer engagement throughout their journey with the product. Want to see how to implement the strategies in your product with Userpilot? Why is it important? How to create it?

Strategy 111

Strategy Management Benchmarks Onboarding 111

Payrix

APRIL 28, 2025

As the demand for seamless platform experiences intensifies, theres only one way for software companies to effectively deliver on customer-centric strategies: with a digital-first approach. That expectation has driven software companies to build and grow their platforms rooted in customer centricity.

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

User Pilot

NOVEMBER 7, 2024

Review scalability & adaptability : Lastly, pick a tool that can grow with your business and adapt to changing needs, allowing you to expand functionalities as your customer success strategy evolves. Automated customer onboarding. This will also give you the flexibility to implement customer feedback directly into your processes.

Customer Success 105

Customer Success Enterprise Software Review Startup 105