Neil Patel

OCTOBER 24, 2020

Let’s start by reviewing how you can find the best consultant for your company. The consultant doesn’t need to know your company or industry niche, but they should have the relevant knowledge to understand what to do next to enhance campaign efficiency and deliver results. Reviewing the Final Game Plan. Operations Consultants.

Consulting 132

Consulting Sales Hiring Technical Review Sales Recruiting 132

Stax

JANUARY 29, 2024

Efficiently manage payments and invoicing processes, reducing manual errors and enhancing overall operational efficiency. Minimize revenue leakage by efficiently managing failed payments and subscription renewals with proactive dunning management in your billing platform. How Does it Work in the Real World?

Stax 88

Stax Payments Payment Services Payment Features 88

ChurnZero

JANUARY 13, 2023

First, digital CS will become a way of life due to flat or reduced headcount. These technologies are at an early stage of development but maturing quickly, and the sky’s the limit on what it can do. Company-wide operational efficiency initiatives will force CS leaders to take a hard look at their teams, tools, and customer journeys.

Trends 98

Trends Customer Success Sales Hiring Artificial Intelligence 98

Panintelligence

JUNE 19, 2024

In this blog, we delve into the various ways AI is changing the Fintech sector, including the impact of Causal AI that's been included in the Gartner Hype Cycle for Emerging Technologies, highlighting AI's impact on fraud prevention, customer service, risk management, and more. Lowered operational costs due to reduced manual intervention.

Artificial Intelligence 52

Artificial Intelligence AI Systems Review Technical Review 52

Stax

MAY 30, 2024

Due to the differences in applications, understanding your target market is the first step to growing your FSM business. Use review platforms like G2, Trustpilot, and Capterra for testimonials. Use review forums, such as G2, Trustpilot, and Capterra, and social media platforms to receive unbiased customer feedback.

Payment Solutions 88

Payment Solutions Payment Services Merchant Services SaaS Payments 88

Panintelligence

AUGUST 28, 2024

By harnessing this data, insurance experts aim to enhance the efficiency and accuracy of customer service, fraud detection, underwriting and pricing, and sales operations using AI technology. Despite the inherent complexities and steep learning curve of AI technologies, insurers are undeterred.

AI 52

AI Artificial Intelligence Technical Review Systems Review 52

User Pilot

MAY 8, 2024

Satisfying customer needs is essential for retention and loyalty. In the B2B SaaS context, these needs normally revolve around solving particular business problems, improving operational efficiency, or gaining a competitive advantage. We also share 13 strategies to help you cater to various needs. Let’s get to it.

SaaS Payments 105

SaaS Payments Payment Solutions Payment Services Payments 105

Natalia Luneva

APRIL 22, 2025

Key steps in the registration process: Due Diligence and Approval: The sponsoring acquirer conducts thorough checks on your business, including financial health, compliance history, and risk assessment. Security Protocols: Implement fraud detection, encryption technologies, and tokenization to safeguard sensitive data.

Merchant Services 40

Merchant Services Payment Services Payfac SaaS Payments 40

Payrix

APRIL 2, 2024

Join us next time as we continue our conversation with Andy about how software companies, like yours, can build a winning Embedded Payments strategy and what they must consider as it relates to attrition and retention. I didn’t hit on value tech as the branding of our gift card program.

Payments 124

Payments Embedded Payments Merchant Services Payment Services 124

Panintelligence

JUNE 20, 2024

This seamless integration can lead to higher user satisfaction and retention rates. Furthermore, the intuitive design and user-friendly interfaces of white label analytics tools ensure that users, regardless of their technical expertise, can easily navigate and utilize the analytics features.

SaaS 59

SaaS Business Technical Review Operational efficiency. 59

OpenView Labs

MARCH 10, 2019

Focusing on Customer Success from the very early days of Typeform has been instrumental in improving both retention and acquisition, and has played an important role in our overall achievements. The challenge was retention. Focusing on retention kills two birds with one stone.

Scale 69

Scale Customer Success Scaling Sales Hiring 69

User Pilot

JUNE 24, 2024

Customer communication management is important because it enhances customer satisfaction , retention, operational efficiency, insights, brand image, and conversion rates. Easier content creation & personalized messages : New technologies simplify content creation and personalization, improving engagement and efficiency.

Communication 59

Communication Management Technical Review Software Review 59

Valuize Consulting

OCTOBER 23, 2024

While acquisition remains important, customer retention and expansion have proven equally vital to sustainable growth and competitive advantage. And yet in the face of all that, enterprise B2B technology companies aiming for sustainable, profitable growth, have no choice. We at Valuize break things down this way.

Underperforming Technical Team 52

Underperforming Technical Team Scale Technical Review Customer Lifetime Value 52

ChurnZero

MAY 20, 2021

Even for more tenured Customer Success organizations, it’s an ongoing challenge to maintain consistency and perspective in your strategies and processes – keeping the customer at the center of your bustling and expanding operations. Now, you can use Slack to share a continuous stream of NPS notes, product feedback, and reviews.

Customer Success 90

Customer Success Payments Payment Services Scale 90

User Pilot

JANUARY 26, 2021

With this perspective, you are ready to take on crucial metrics that impact your annual revenue like Lifetime Value (LTV), Customer Retention, and churn. Retention (Pro)*-Referrals, leave a review on G2, etc. Increasing operational efficiency- Make it easier for customers to switch between channels and save costs.

Artificial Intelligence 98

Artificial Intelligence Data Machine Learning Underperforming Technical Team 98

Valuize Consulting

JULY 13, 2022

The Science & Art Of Customer Success Operations. Continuous changes in technology stacks, market dynamics, pricing models, and economics are constantly threatening your ability to deliver consistent and optimal customer value. What are your Net Retention, Gross Retention and Renewal Rate targets?

Interviewing 52

Interviewing Engineering Scale Revenue 52

Subscription Flow

FEBRUARY 14, 2024

Having a CRM like Salesforce for membership management allows your company’s technical staff to focus on other, more productive aspects of business management like expanding the company’s clientele and revenue. Salesforce can assist you in attracting new members, growing your revenue, and improving member retention, satisfaction, and loyalty.

Payment Features 52

Payment Features Payment Solutions Payments SaaS Payments 52

Sales Enablement, SaaS and Growth

MARCH 23, 2020

Operational efficiency. An example of diminishing returns is Google’s hiring process - the technology giant discovered that four interviews was enough to predict whether someone should be hired with 86% confidence. When successfully applied to training , gamification increases engagement, productivity and knowledge retention.

Underperforming Technical Team 213

Underperforming Technical Team Scale Sales Hiring Marketplace as a Service 213

Blulogix

FEBRUARY 21, 2024

and third-party services is crucial for maintaining data consistency and operational efficiency. The platform should offer robust analytics and reporting tools to provide insights into customer behavior, revenue trends, and operational efficiency, facilitating informed decision-making.

Payment Features 52

Payment Features Underperforming Technical Team Technical Review Operational efficiency. 52

Blulogix

OCTOBER 11, 2023

To thrive in this dynamic environment, MSPs must continually seek ways to enhance operational efficiency, reduce costs, and maximize profitability. Flexibility: Look for a mediation engine that supports various data sources, formats, and protocols to adapt to changing technology landscapes.

Engineering 52

Engineering Management Technical Review Software Review 52

Hull

JULY 25, 2019

Criteria is a technology company dedicated to changing the way employers find and hire great talent. Confidence in data accuracy and increased operational efficiency, including 34 hours per week saved on manually copy and pasting data, due to automated lead flow. Finding the Right Solution.

Technical Review 40

Technical Review Underperforming Technical Team Sales Hiring Systems Review 40

User Pilot

AUGUST 28, 2024

You will also be responsible for developing strategies to drive customer retention by working closely with key accounts and ensuring customers achieve their desired outcomes. Develop Soft and Hard Skills Related to the Job : Focus on honing key skills such as communication, problem-solving, empathy, and tech-savviness.

Technical Review 52

Technical Review Software Review Leadership AI Search 52

SaaS Metrics

JUNE 10, 2019

Security is one of the main reasons why many businesses, especially small and medium businesses hold themselves back from taking advantage of powerful cloud technologies. The concerns about SaaS security grew as more and more users started embracing the new technology, but is everything all that bad as online reviews and opinions suggest?

VPCs (Virtual Private Cloud) 40

VPCs (Virtual Private Cloud) Technical Review SaaS Systems Review 40

SmartKarrot

AUGUST 16, 2021

product expert, helping customers increase their revenues and improve operational efficiency through greater integration and usage of the Attractions.io Conduct quarterly business reviews with customers, highlighting the value that’s been added and aligning on ways to drive more value moving forward.

Customer Success 19

Customer Success Technical Review Development Team Review Systems Review 19

Natalia Luneva

APRIL 24, 2025

Stripe also offers an active developer community and direct technical support. Pre-built plugins enable quick integration with minimal technical effort. These integration capabilities improve operational efficiency, enhance customer experiences, and ensure cohesive data management.

Stripe Connect 40

Stripe Connect Merchant Services Payment Services Payments 40

SmartKarrot

DECEMBER 16, 2022

Engage consistently through Monthly Service Reviews and Quarterly Business Reviews to stay up to speed on the customer’s objectives and to maintain strong multi-layered relationships with the customer. Structure measurable KPIs around client health, retention, product implementation, and adoption. Apply here: [link].

Customer Success 19

Customer Success Scale Technical Review Operational efficiency. 19

SmartKarrot

FEBRUARY 9, 2023

Establish quarterly business reviews (“QBRs”) to gauge the health of your customers, get feedback, and communicate planned product upgrades. Build reports, dashboards, and scorecards with Revenue Operations to highlight customer health, retention likelihood, and the performance of high-touch customer success campaigns.

Customer Success 19

Customer Success Sales Recruiting Technical Review Outsourced Development 19

SmartKarrot

JANUARY 19, 2022

Implement call center and interdepartmental initiatives to enhance operational efficiency and delivery of quality call center performance. Review, investigate and resolve complex inquiries regarding member and provider services issues for internal and external customers.

Merchant Services 3

Merchant Services Customer Success Scale Outsourced Development 3

Point Nine Land

APRIL 21, 2021

There are a bunch of generic management tools to help you achieve that such as seniority matrix , regular 1o1s, performance reviews, regular update meetings and/or offsites. You need to prepare a nice presentation with things your colleagues can take away: more value and benefits, less features and tech details.

Sales Hiring 52

Sales Hiring Startup Scale Software Review 52

SmartKarrot

NOVEMBER 4, 2020

The very reason technology exists since times immemorial is that it makes our jobs easier. With more and more sophistication in the way we work, technology has reduced the efforts in getting our jobs done. People have started valuing effortlessness and time in any technology they use – be it for work or personal tasks.

Technical Review 10

Technical Review Social Media Branding Operational efficiency. 10

SmartKarrot

APRIL 28, 2021

Coordinate between REEF operations and client, including site surveys, walk-throughs, application deployment, to ensure the success of new applications. Lead communications with clients throughout deal execution and onboarding, and conduct portfolio and business quarterly reviews. based on learnings from successful customers.

Customer Success 10

Customer Success Underperforming Technical Team Payment Services Payment Methods 10

SmartKarrot

APRIL 9, 2020

Their rapid growth and the complex nature of their product make CSM’s key to fostering adoption, driving client satisfaction and preserving customer retention. This individual will be required to quickly acclimate to the Degreed platform and understand technical components to ensure a simple experience for client contacts.

Customer Success 10

Customer Success Technical Review Software Review Systems Review 10

SmartKarrot

MARCH 18, 2021

Address client concerns, develop remediation plans and review support initiatives. Leading and caring for technical customer escalations and partnering with Development, Operations, other Customer Operations teams to resolve difficult issues. Monitor account health and stability for continuous improvement.

Customer Success 10

Customer Success Sales Recruiting Technical Review Software Review 10

SmartKarrot

AUGUST 9, 2022

With exponential changes in current technology and business processes, all SaaS businesses must adapt and welcome scalability changes with open arms. Many SaaS businesses may typically experience challenges related to poorly optimized day-to-day business processes, ineffective goal prioritization, inefficient operations, and much more.

Scale 10

Scale Sales Recruiting Business SaaS 10

SmartKarrot

AUGUST 9, 2022

With exponential changes in current technology and business processes, all SaaS businesses must adapt and welcome scalability changes with open arms. Many SaaS businesses may typically experience challenges related to poorly optimized day-to-day business processes, ineffective goal prioritization, inefficient operations, and much more.

Scale 10

Scale Sales Recruiting Business SaaS 10

User Pilot

APRIL 16, 2025

Heres how data fragmentation hurts your product strategy and development: Fragmented data can cause flawed strategic decisions Every product decision starts with a question: Whats driving retention ? Youve missed an entire segment of mobile-first users who behave differently and have higher retention after onboarding.

Data 105

Data Underperforming Technical Team Systems Review Technical Review 105

Valuize Consulting

OCTOBER 23, 2024

While acquisition remains important, customer retention and expansion have proven equally vital to sustainable growth and competitive advantage. The Imperative of a Customer Lifecycle Strategy Today’s customers operate in complex technical and business environments, as does your product portfolio and go-to-market strategy.

Underperforming Technical Team 52

Underperforming Technical Team Scale Technical Review Customer Lifetime Value 52