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8 SaaS Onboarding Best Practices

ChurnZero

SaaS customer onboarding makes or breaks your customer retention. For this reason, unlocking the optimal SaaS customer onboarding experience is invaluable. Read our guide here for the 8 SaaS onboarding best practices to step up your onboarding experience. Work Cross-Functionally During SaaS Customer Onboarding.

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QBR in SaaS: Is the traditional QBR dead?

Totango

Why Your QBR SaaS Model Needs an AI Makeover. Quarterly business reviews (QBRs)[LINK] have become a standard practice for software providers, but today’s QBR SaaS model is rapidly transforming. Here we’ll show you how to update your SaaS QBR strategy to keep up with the latest technology and best practices.

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What is PCI Compliance Call Recording & Transcription: Definition, Expert Tips & Best Practices

Callminer

These steps will save potential fines, better protect customers and reduce the damage in the event of data loss. Expert PCI Compliance Tips & Best Practices. Below, we’ve rounded up 17 tips and best practices for PCI compliance from industry and regulatory experts. Expand your call recording practices.

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5 Ways to Reduce Customer Churn for SaaS in a Recession

Totango

The continuing COVID-19 health crisis may well produce a recession that has a significant impact on the Software-as-a-Service (SaaS) industry. No one is certain how this will change the long and short-term behaviors of customers, lenders, and enterprises in a SaaS world. Create a Community for Sharing Best Practices.

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Four customer engagement strategies for SaaS companies

ChurnZero

Early-stage SaaS businesses tend to put most of their focus on acquiring net new customers. A best practice is to send a CSAT to a customer whenever a support ticket is closed. Event participation. The volume of event participation—in webinars, virtual conferences and meetings—is one way to measure this indicator.

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4 Ways to Speed Up New SaaS User Onboarding

Totango

For SaaS companies especially, the speed and ease with which your customers can progress through new user onboarding will act as the first indicators of how smooth their use of your product will be going forward. How SaaS Enterprises Can Streamline New User Onboarding. The benefits of a fast, simple onboarding process are myriad.

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A Simple Guide to Renewal Rate Metric

CSM Practice

The valuation of a SaaS company is based on its recurring revenue stream. SaaS Companies with high renewal rates can generate a regular, predictable recurring revenue stream more efficiently. SaaS Companies with high renewal rates can generate a regular, predictable recurring revenue stream more efficiently.

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