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17 SaaS Customer Success Best Practices to Improve Customer Retention

Userpilot

Implementing an onboarding checklist to help users progress through the customer journey. Introducing secondary features to exceed expectations and customer satisfaction. Incorporating gamification like badges and progress bars to make the user experience more engaging. Book a demo to give it a try.

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How to Improve Customer Perception [+ Examples for SaaS]

Userpilot

Let’s see how you can measure customer perception: Collect customer feedback : Segment users and trigger contextual surveys like CES , CSAT , and NPS. Monitor online mentions : Regularly check reviews, social media, and forums for customer opinions. After all, they’re the ones who experience it.

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How to Perform A Product Feature Analysis

Userpilot

TL;DR Product feature analysis involves evaluating product features to understand their impact on user satisfaction and market performance. It’s often done to guide product planning , enhance account expansion , and optimize self-serve customer support channels. Review feature usage data. Usability features.

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How to Segment Customers for a Better Customer Experience

Userpilot

Increased product relevance : Segmentation enables businesses to tailor their products or features to meet the specific preferences of different customer groups. It translates into higher customer satisfaction and product adoption. Better customer retention : Personalized experiences foster greater customer loyalty.

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FinTech Onboarding: 13 Best Practices for Customer Success

Userpilot

As part of your onboarding strategies, automation helps customers get information on demand, eliminating friction. For example, you can use automated tooltips to explain complex processes or terms the first time a user interacts with them. You can also provide on-demand educational resources and tutorials to help users troubleshoot.

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Proactive Customer Service: What is It and How to Do It [+ Examples]

Userpilot

Following the proactive approach enhances the customer experience, increases product engagement , improves customer retention , and leads to more customer satisfaction and loyalty. Miro’s passive survey, which doesn’t interrupt the user experience: you can always rate your experience as you use each specific feature.

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How to Conduct An Effective Customer Analysis in 8 Steps

Userpilot

Leverage product analytics to do a customer behavior analysis and get a better understanding of how customers interact with your product. Perform social listening on social media and review sites to see an unfiltered look at what customers are saying about your brand. Create in-app surveys code-free with Userpilot.