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How to Scale Customer Success in SaaS: 10 Effective Tips

Userpilot

If you’re a leading SaaS company, you know that growth is directly tied to helping customers achieve their desired outcomes. An effective customer success team can, thus, drive revenue growth, reduce churn, and increase customer satisfaction. A good walkthrough helps users learn by doing.

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FinTech Onboarding: 13 Best Practices for Customer Success

Userpilot

For example, financial institutions like Mercury, which offers banking services to startups, need to know which company they will be serving. Mercury requests the company’s name and the user’s role. As part of your onboarding strategies, automation helps customers get information on demand, eliminating friction.

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Instructional Designer vs. Customer Success Manager: Who Knows Your Customers’ Better (and Does It Really Matter)?

Gainsight

But how do you ensure that your customers not only get on board with your product but also leverage it to its full potential? The answer: Digital Customer Education (CE). Effective customer education empowers users to learn your platform quickly and efficiently, without interrupting their workflow.

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Customer care in a crisis: How support teams are navigating shifts in volume, wait times, and CSAT

Intercom, Inc.

Healthcare startup accuRx is one of our customers that have seen their support volume go up by 10x. We’ve sent email announcements for all of the new features we’ve released during COVID-19 to help our users and been able to link to all of the relevant articles to give more detail and point them toward our support centre.”.

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UX Research: A Practical Guide to Insights, Budgeting, and Stakeholder Engagement

UX Planet

The importance of UX research for enterprise customers and B2B companies cannot be overstated, particularly for mature SaaS providers and startups. This method can uncover areas for improvement in user experience and interface design. The key lies in effectively communicating the value of UX research to decision-makers.

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Essential Considerations for Growing Fintech Companies

Valerian Tech

Customer Adoption: Building Trust and User Base Gaining customer adoption and building trust are crucial for fintech startups looking to establish themselves in a competitive market. Clear and transparent communication about the value proposition, security measures, and user experience builds credibility and trust.

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Navigating Challenges in Product-Led vs. Sales-Led Strategies for B2B SaaS Product Management

The Product Coalition

Customers are expected to use the product as it is. Personalised demos to educate and persuade customers. Negotiable or custom pricing. Sales and marketing efforts as the primary drivers for customer acquisition and revenue. The ideal customer profile is big enterprise deals. Revenue Centric Metrics.