SaaStr

JANUARY 17, 2023

Sales-led vs. product-led is a hot topic right now, and Jason Eubanks, Chief Revenue Officer of Harness, shares the answer during this week’s Workshop Wednesday — held every Wednesday at 10 a.m. From there, it’s about focusing on time to value through onboarding and customer success. Sign up here to join them FOR FREE!

Startup 224

Startup Sales Sales Funnel Education 224

SaaStr

MAY 3, 2023

In this week’s Workshop Wednesday , held every Weds at 10 a.m. Take the time to create onboarding documents showcasing your company values and the expected behaviors leaders must align with to uphold those values. PST, SaaStr will hold live, interactive workshops on Zoom where experts in the community share their insights.

Sales Hiring 173

Sales Hiring Scale Pricing Customer Success 173

SaaStr

FEBRUARY 20, 2024

In a recent Workshop Wednesday, Tolithia Kornweibel, CRO, and Jamie Edwards, Head of Go-to-Market Operations and Tools, share how Gusto maximizes revenue so that you can do the same. They also onboarded 30 new customers. Gusto is a high-velocity, high-scale acquisition and expansion engine, and one we can all learn from.

Scale 211

Scale Sales Marketing Construction 211

SaaStr

OCTOBER 3, 2023

In the latest Workshop Wednesday , held every Wednesday at 10 a.m. Achieving Enterprise Repeatability — A revenue enablement team is critical for codifying success and using teaching methods to onboard and scale teams across your revenue functions during stage three. That’s your proof.

Enterprise 226

Enterprise B2B Scale SMB 226

SaaStr

SEPTEMBER 19, 2023

In last week’s Workshop Wednesday , held every Weds at 10 a.m. Many of the fundamental business models that were once engraved in the SaaS playbook are now changing thanks to a tougher macro environment and a maturing market. PLG is about investing in product and data instead of sales and marketing. What does PLG bring to the table?

Business Model 246

Business Model SaaS Payments Payments Headcount 246

SaaStr

NOVEMBER 24, 2020

Grab your seat for their 12:30 PM PST workshop on Scaling with Speed: How to Streamline Your Revenue Operations with Conga. Join members of their solution engineering team on December 9 at 9 AM PST for a workshop on Stop Losing Customers : 5 Steps to Creating Customers for Life with Freshworks. . Freshworks.

Scale 243

Scale Scaling Outsourced Development compliance 243

BetterCloud

NOVEMBER 11, 2021

To keep up with all the churn, IT team members are spending hours on tedious, repetitive onboarding and offboarding tasks. Zero-touch offboarding and onboarding will free up hours of staff time every time someone joins, leaves, or changes job title or department.

Onboarding 52

Onboarding Churn Management SaaS 52

SaaStr

APRIL 30, 2024

The CRO at Owner, Kyle Norton, shares his learnings and strategies for building better efficiency into your GTM motion at Workshop Wednesday, held every Wednesday at 10 a.m. They’ll become more concerned about the quality of deals from sales to onboarding to launch. How do you build GTM efficiency in SMB sales?

Scale 254

Scale SMB Sales Hiring Sales 254

Intercom, Inc.

OCTOBER 3, 2019

On this week’s show, we catch up with email marketing strategist, Val Geisler, as she walks us through some practical emailing tips, her process for onboarding, and why she likens career progression to a spiral staircase. Think about onboarding like you’re hosting a dinner party. The dinner party approach to onboarding.

Onboarding 143

Onboarding Sales Hiring Churn Consulting 143

SaaStr

APRIL 1, 2023

At this week’s Workshop Wednesday — held every Weds at 10 a.m. 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. There are over 400M small businesses worldwide.

Scale 199

Scale SMB Merchant Services Payment Methods 199

SaaStr

DECEMBER 1, 2023

SaaStr’s own Jason Lemkin shares the top 10 mistakes he sees during the hiring process during Workshop Wednesday, held every Wednesday at 10 a.m. We’re all comfy at home and doing Workshop Wednesday or in the office, but we’re all running distributed teams at some level. But they might want to stick with SMB.

Sales Hiring 146

Sales Hiring Sales Recruiting Sales Interviewing 146

GetUplift

FEBRUARY 6, 2019

That’s why this workshop is all about decision making. As you know, this week’s workshop is being prerecorded as I won’t be able to be there live. We will be back with our live workshops next Wednesday as usual. But I really didn’t want you guys to miss out on one our workshops. Hey there, guys.

Scale 62

Scale Branding Sales Hiring Pricing 62

SaaStr

JULY 25, 2023

SaaS North: SaaS North is Canada’s largest SaaS conference, featuring keynote speakers, workshops, and networking opportunities, aimed at promoting the growth and success of SaaS companies in North America. It provides insights into the latest trends, best practices, and networking opportunities in the SaaS space.

ChatGPT 224

ChatGPT AWS SaaS CTO 224

SaaStr

OCTOBER 17, 2023

At last week’s Workshop Wednesday — every Weds at 10 a.m. Mastery of funnels — CS has many funnels like onboarding, usage, case studies, and expansion. Break out onboarding from the Customer Success function. Onboarding vs. Customer Success You do this to create capacity. Scale starts with great onboarding.

Scale 161

Scale Sales Hiring Customer Success Scaling 161

SaaStr

JANUARY 12, 2024

PS – watch his recent deep dive on this and a bunch more SaaS metrics for 2024 in the Workshop he did with us.) It would also be a shame to cut implementation, deployment, and onboarding as part of this process. This chart on median net retention by Jamin Ball at Altimeter really tells the story of the bubble. (PS

Sales Hiring 245

Sales Hiring Customer Success Scale AI 245

SaaStr

SEPTEMBER 14, 2023

That’s why SaaStr founder and CEO Jason Lemkin held an “Ask Me Anything” session at this week’s Workshop Wednesday, held every Wednesday at 10 a.m. Whether you’re just starting out in SaaS or have a successful SaaS startup, founders and startup teams can learn a lot from those who have found success in the industry through its ups and downs.

Outsourcing Services 206

Outsourcing Services Sales Hiring Scale Sales Recruiting 206

SaaStr

JULY 7, 2023

Tactic #2: Take Your Onboarding Gifts “Outside The Box” Every SaaS company sends an onboarding gift box with branded “things” in it. C-levels want to see results, so if you segment based on personas and choices, maybe even birthdays, you can touch your customers at the right time with the right messaging, creating real impact.

Retention 184

Retention Software Review Revenue Systems Review 184

SaaStr

OCTOBER 10, 2023

In last week’s Workshop Wednesday, held every Wednesday at 10 a.m. Test for it during interviews and onboarding. On a sales front, how do you evolve past founder-led sales, or together with it, so that you can scale your organization? Founder-led sales can be an immense strength and rapidly become a limiting factor.

Scale 200

Scale Sales Hiring Scaling Sales 200

User Pilot

JANUARY 9, 2024

Research operations managers are in charge of strategic planning, resource allocation, software acquisition, participant management, employee onboarding, creating SOPs, and fostering collaboration. Employee onboarding/training. Here’s a look at Optimal Workshop’s card-sorting interface: Source: Optimal Workshop.

Interviewing 72

Interviewing Scale Acquisition Data 72

ProfitWell

APRIL 23, 2019

Fully Onboard with Intercom Product Tours. Now, you can relay your product’s value with interactive, personalized, and relevant onboarding easier than ever before. Product Tours brings Intercom's onboarding capabilities to the next level with a few simple, yet powerful, solutions. Talk about user engagement. In headlines.

Onboarding 45

Onboarding Social Media Scale Trends 45

Sales Hacker

JUNE 7, 2021

When you onboard new salespeople or bring new products to market, you need to equip people with a solid understanding of the customer business activities and workflows served by your company’s solutions. Don’t leave the discussion on segments, workflows, and personas to the first workshop. Produce workshop pre-read.

Sales Recruiting 108

Sales Recruiting Payment Services Payment Methods Sales 108

BetterCloud

MARCH 29, 2024

February 8, 2024 “The most helpful thing about BetterCloud is the time given back to our IT team by automating all the steps for new user onboarding and leaver off-boarding. Creating workflows is really intuitive.” Read the full review on G2 Frank B. Mid-Market (51-1000 emp.)

Software Review 52

Software Review Technical Review Government Operational efficiency. 52

SaaStr

AUGUST 26, 2023

Data Doesn’t Have to be Hard: Three Data Myths and How to Bust Them with Mailchimp with John Humphrey, former Head of Data Platform Product at Mailchimp John Humphrey, former head of data platform product at MailChimp and current principal at mfact, joined SaaStr live at Workshop Wednesday to discuss three data myths and how to debunk them.

Technical Advisors 212

Technical Advisors Data Technical Review Sales Hiring 212

GetUplift

JANUARY 24, 2019

For example, we’ve, one of our clients, we found that a recurring thing was people kept saying, a good number of people are talking about how much hand holding they need during the onboarding process. So we need to optimize our onboarding process.There’s all sorts of really cool things that you can find.

Technical Review 42

Technical Review Technical Advisors Software Review Mobile 42

Valuize Consulting

AUGUST 25, 2021

In this article, we reveal the central components of a successful cross-company customer journey workshop that forms the basis of an effective and efficient organizational structure and aligns your team around expanding customer value delivery while empowering everyone to drive the greatest impact with your customers.

Acquisition 52

Acquisition Construction Finance Onboarding 52

Valuize Consulting

AUGUST 25, 2021

In this article, we reveal the central components of a successful cross-company customer journey workshop that forms the basis of an effective and efficient organizational structure and aligns your team around expanding customer value delivery while empowering everyone to drive the greatest impact with your customers.

Acquisition 52

Acquisition Construction Finance Onboarding 52

BetterCloud

NOVEMBER 22, 2021

Workflow templates are available to customize, created from the most commonly-automated IT processes, such as onboarding, offboarding, and mid-lifecycle management. At Altitude 2021, BetterCloud experts presented a workshop highlighting two popular use cases for custom integrations.

Engineering 59

Engineering Onboarding SaaS Data 59

Intercom, Inc.

OCTOBER 5, 2022

In their workshops and trainings, she found herself giving the same advice over and over again, and so she decided to write it all down. I try to do that via one-on-one coaching, group coaching, and training workshops. Some people love workshopping problems together. Her latest book, Resilient Management , was born out of that.

Leadership 118

Leadership Part-Time VPE Management Underperforming Technical Team 118

Intercom, Inc.

OCTOBER 24, 2022

Earlier this week, the Intercom team visited SaaStock Dublin for three days of incredible talks and informative workshops with the most exciting new SaaS companies in the industry. . You will almost always be put through a formal evaluation which will include technical validation, alignment with business priorities, and vendor onboarding.

Strategy 91

Strategy Sales SMB SaaS 91

Sales Hacker

AUGUST 19, 2022

This article is an excerpt from Outreach’s Unleash Customer Workshop: “Content Therapy.” Moving forward without a clear strategy can result in poor rep adoption, longer onboarding times, and even burning through your high-value leads. You may also experience content stagnation or have a lack of data.

Strategy 91

Strategy Underperforming Technical Team Management Systems Review 91

User Pilot

FEBRUARY 13, 2024

Now, let’s see some examples of contextual email marketing automation from other SaaS companies: Welcome Emails : Personalized emails at sign-up introduce and guide users, just like Optimal Workshop, prompting you to do your first task. Product Recommendation Emails : Re-engage users with offers to retry or explore products.

Marketing 52

Marketing Engagement Software Review Onboarding 52

User Pilot

AUGUST 16, 2023

To ensure that staff knows how to use the tools and are familiar with the guidelines, develop onboarding , training, and mentoring programs. Finally, they could act on the insights by modifying the onboarding flow and triggering contextual in-app messages to drive engagement and activation. What is data democratization?

Data 74

Data Technical Review Government Data Analysis 74

Totango

DECEMBER 28, 2021

These can be delivered through formats such as seminars, workshops, certification programs and degree programs. The place to start communicating with customers is during the onboarding process. Assign mentors to staff members to assist with on-the-job training. Use Customer Escalation Data to Drive Your Product Roadmap.

Churn 96

Churn Strategy Technical Review Benchmarks 96

Intercom, Inc.

JANUARY 24, 2023

Along with this brief, we ran workshops with teams and leaders to gather ideas on what the vision for Messenger should be. These workshops served three important purposes: Set up an inclusive and collaborative working group. Build alignment Generate clarity and excitement with teams and leadership.

Leadership 118

Leadership Branding Engagement Interviewing 118

User Pilot

JANUARY 31, 2023

In this comprehensive guide, we’ll break down underlying customer activation strategies and actionable strategies, specific onboarding tools , and techniques, and tangible examples to learn from. Then execute a personalized product onboarding playbook to drive activation up. What are you waiting for? What is customer activation?

Strategy 87

Strategy SaaS Software Review Onboarding 87

Sales Hacker

FEBRUARY 18, 2021

The conference will have it all: training sessions, workshops, smaller breakout sessions, keynote speakers, networking opportunities, and virtual parties – yes, really, they have it all. Best practices for onboarding and enabling sales reps virtually. If you’re wondering who should attend, Unleash is geared for: Sales leaders.

Sales 106

Sales Sales Enablement B2B Leadership 106

Intercom, Inc.

AUGUST 6, 2019

Onboarding. Onboarding is often treated as a one or two day interlude before we get to our “real” work. “We can only attain the benefits [of hiring more people] if we set up new engineers for success” While these steps are important and necessary, this type of onboarding is generic and shallow and leaves huge gaps.

Software Review 166

Software Review Engineering Technical Review Interviewing 166