Userpilot

OCTOBER 1, 2022

Are you a SaaS customer success manager torn between self-serve and white-glove onboarding methods? Read on as we explore the differences between self-serve and white-glove onboarding and help you to choose the right one based on your situation. With self-service onboarding, customers are more in control of their experience.

Feedback Software 97

Feedback Software Data Visualization Customer Experience User Testing 97

Gainsight

JANUARY 4, 2021

We compiled our best Customer Success resources from last year, from blogs to ebooks to webinars and podcasts. Read a blog daily, set a weekly time slot on your calendar to watch a webinar, or listen to a podcast episode while doing chores. Customer Onboarding: From Implementation to Time to Value. Customer Experience.

Feedback Software 111

Feedback Software Customer Experience Customer Feedback User Testing 111

Userpilot

APRIL 29, 2022

Fancy hiring a customer onboarding specialist or simply want to know who they are and what they do? In this article, you will get everything you need to know about customer onboarding specialists. What user onboarding software do you need to buy to equip them? Who is a customer onboarding specialist? What do they do?

Feedback Software 98

Feedback Software Analytic Tools Data Visualization Reporting Tools 98

Userpilot

JANUARY 26, 2023

Wondering how to run a successful SaaS onboarding process to make sure you are setting users up for success from the start? It’s a no-brainer that a solid onboarding workflow is crucial to the success of any product-led company. During onboarding, you have the opportunity to make a lasting impression on your customers.

Analytic Tools 98

Analytic Tools Feedback Software Customer Experience Data Visualization 98

Userpilot

AUGUST 11, 2022

However, your specific tasks will drastically depend on your product, company, and clients. Creating a minimum-viable onboarding process with in-app guidance. Customer success is the practice of ensuring customers get their desired outcome when using your SaaS. Sometimes you’d spend most of your time on calls with clients.

Feedback Software 98

Feedback Software Research Software Analytic Tools User Testing 98

Mixpanel

JUNE 10, 2022

A good product onboarding experience can help achieve product-market fit and drive revenue, while a poor experience can drive customers away. We use the terms “product onboarding” and “user onboarding” interchangeably; you can read more about these concepts in our user onboarding explainer blog.

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Onboarding KPIs Data Visualization Customer Experience Analytic Tools 106

Userpilot

APRIL 18, 2023

Here are some best practices for collecting customer feedback. Provide insightful data for improving customer satisfaction: The insights from client satisfaction surveys help you understand changing customer needs. So let’s check out some best practices for crafting the questions.

Customer Feedback 97

Customer Feedback User Testing Customer Satisfaction Customer Experience 97

Userpilot

DECEMBER 10, 2023

However, it’s not ideal for complex products or enterprise clients where customers aren’t the end users. However, it requires a lot of effort that wouldn’t be justified for smaller clients. Comes from surveys during sign-up or onboarding. Comes from onboarding surveys and enrichment. Playbooks in PLS.

Analytic Tools 105

Analytic Tools Feedback Software Customer Experience Data Visualization 105

Userpilot

MAY 30, 2023

When it comes to customer experience survey best practices you have to consider the timing, placement, wording, and the right audience segments, among other things. In this article, we’ll share 15 of our survey best practices to help you factor in the aforementioned and make the most of customer feedback.

User Testing 98

User Testing Product Research Customer Feedback Feedback Software 98

Gainsight

MARCH 1, 2024

In this blog, we asked four remarkable female leaders in CS about their predictions and foresight into the future of this pivotal field. Thus, helping clients get the most value and expanding the accounts in the process as well as saving organizations money by creating more efficient teams. What’s changed: CS is always evolving.

Data Visualization 59

Data Visualization Customer Experience Technical Review Customer Feedback 59

UX Studio

JULY 31, 2023

For best performance, creating the right environment is essential – but not easy. At the same time, they feel they would need more input from the client to see how to improve the product/design. The question then arises: do we, Ux designers, really take into account the unique needs of each client and project?

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UX User Testing Product Research Weak Development Team 72

Userpilot

SEPTEMBER 5, 2022

But, how do you know which certifications or training programs are the best for you? We’ve listed what we think are the best customer success courses and training programs for customer success managers. Some customer success training programs include: Customer success strategy workshop, by CSM Practice. Managing churn rates.

User Testing 98

User Testing Customer Experience Customer Feedback Certifications 98

Userpilot

JUNE 9, 2023

TL;DR A funnel chart is a visual representation of data at different stages of a process, like the sales or onboarding process. The clarity and intuitiveness of funnel charts make communication with stakeholders, clients, and teams from across the organization easier, especially if they’re not intimately familiar with the product.

Analytic Tools 96

Analytic Tools Feedback Software Data Visualization Customer Feedback 96

Userpilot

JULY 14, 2021

There are plenty of all these blogs “15 alternatives to {Brand Name} that are equally good” that are…plain wrong. Because we’re just a different kind of onboarding tool! ?????. It’s also more difficult to use for user onboarding, doesn't offer checklists or resource center. Best for large enterprises.

Analytic Tools 105

Analytic Tools Feedback Software Data Visualization Onboarding KPIs 105

Userpilot

OCTOBER 16, 2022

Offer white-glove services to hyper-personalize onboarding and build more intimate relationships with customers. Pro tip: try offering personalized client onboarding to reduce churn. This way, you can spend more time on calls with your clients and build intimacy. Provide convenient self-service support.

User Testing 98

User Testing Feedback Software Research Software Analytic Tools 98

Userpilot

FEBRUARY 26, 2023

It’s a continuous process that spans the onboarding, adoption, retention, and expansion stages, each requiring a different approach to achieve success. Best practices to have in mind when building your playbook include: Creating a customer-centric approach that encourages and acts on customer feedback and contributions.

Feedback Software 98

Feedback Software Analytic Tools Customer Experience Customer Feedback 98

Userpilot

JUNE 28, 2023

Sustaining user engagement throughout the entire onboarding process can feel like a task only large teams can achieve. Introducing core features, driving user activation, and maximizing retention rates after the user onboarding experience will all impact the user journey moving forward.

Onboarding KPIs 95

Onboarding KPIs Feedback Software User Testing Analytic Tools 95

Userpilot

JANUARY 7, 2022

The majority of SaaS executives are so concerned with engineering and raising money that they don’t give enough thought to building a SaaS onboarding process. A successful customer onboarding process will solve that problem by educating your customers and showing them how to get maximum value from using it.

Analytic Tools 98

Analytic Tools Feedback Software Onboarding KPIs User Testing 98

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. Short on time? Specialize.

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Onboarding KPIs Research Software Customer Experience Dashboard 143

Userpilot

OCTOBER 4, 2022

Examples of customer retention from inspiring brands: Slack uses a simple onboarding process to engage customers and drive product activation. The company then uses this information to personalize the user onboarding experience. Asana leverages social proof by dedicating a section on its homepage to showcase client testimonials.

Feedback Software 98

Feedback Software Customer Experience Customer Feedback Data Visualization 98

Userpilot

SEPTEMBER 12, 2022

It may be reading articles on your blog, engaging with ads, leaving reviews, contacting the support team, and so on. It may be reading articles on your blog, engaging with ads, leaving reviews, contacting the support team, and so on. Users start digging down on your landing pages, blogs, etc. Onboarding checklist by Rocketbots.

Analytic Tools 98

Analytic Tools Feedback Software User Testing Customer Experience 98

Userpilot

MARCH 31, 2022

However, it’s always better to use the metric as a guide to set practical sales goals and know the probability of achieving them. The best practice is to measure the sales velocity regularly and then compare the past and present values. This helps them realize what client size suits them the best.

Customer Experience 98

Customer Experience Onboarding KPIs User Friction B2B 98

Generation Focus

OCTOBER 6, 2020

We are sending warm wishes to our clients, participants, collaborators, and followers - we hope you stay safe and take good care of yourself and the people around you! In this blog post, we reflect on some trends we have observed over the past couple of months. Onboard participants to virtual sessions. Tech-savvy participants.

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Research Software UX Blog Information 62

Generation Focus

OCTOBER 6, 2020

We are sending warm wishes to our clients, participants, collaborators, and followers - we hope you stay safe and take good care of yourself and the people around you! In this blog post, we reflect on some trends we have observed over the past couple of months. Onboard participants to virtual sessions. Tech-savvy participants.

Research Software 62

Research Software UX Blog Information 62

Generation Focus

OCTOBER 6, 2020

We are sending warm wishes to our clients, participants, collaborators, and followers - we hope you stay safe and take good care of yourself and the people around you! In this blog post, we reflect on some trends we have observed over the past couple of months. Onboard participants to virtual sessions. Tech-savvy participants.

Research Software 62

Research Software UX Blog Information 62

Userpilot

APRIL 8, 2022

Userpilot vs Appcues as your new user onboarding tool ? Userpilot is a digital adoption platform that allows teams to build custom user onboarding experiences without any coding. Appcues is a great product experience tool that you can use to onboard users with product tours. Appcues offers good onboarding templates.

Analytic Tools 98

Analytic Tools Data Visualization Software Review Customer Experience 98

Gainsight

MARCH 19, 2020

And that’s driven thousands of customer success professionals who were used to seeing their clients and teams every day to learn the ins and outs of “virtual” CS. I’ll now share with you five ideas that are “common sense, but uncommonly practiced” and five ideas that maybe push the envelope a bit. Remind the client to show up.

Customer Experience 85

Customer Experience User Testing Customer Feedback Technical Review 85

Userpilot

OCTOBER 30, 2022

17 practical strategies for improving your user experience. 17 practical ways to improve the customer experience: Set goals that align with your desired business outcomes. Make feedback collection a regular practice. Customer experience improvement means you’re periodically assessing and tending to client needs.

Feedback Software 97

Feedback Software Research Software Customer Experience User Testing 97

Userpilot

FEBRUARY 9, 2022

Is your new user onboarding process actually helping new users engage with your product and get value from it? And in an industry in which Day One churn rates frequently exceed 70%, there’s a very good chance that your user onboarding experience could stand to be improved. What is new user onboarding? Let’s begin.

Analytic Tools 98

Analytic Tools Research Software Onboarding KPIs Customer Experience 98

Userpilot

SEPTEMBER 2, 2022

On the hunt for the best instructional design software to create course content and engage learners? Digital adoption platforms are specifically meant for user onboarding and customer training – showing new users how to use software applications. You would use an authoring tool to design a course on social media best practices.

Analytic Tools 98

Analytic Tools Feedback Software Reporting Tools Software Review 98

Userpilot

AUGUST 16, 2022

Here are five marketing experiments types you can try in your business: In-app onboarding experiments. Userpilot offers many practical ways to segment users; NPS score , user attribute, experience flows, demographics, in-app behavior, and custom events. In-app onboarding is crucial, but most businesses fail to do it right.

Research Software 98

Research Software Feedback Software Analytic Tools Customer Experience 98

Gainsight

FEBRUARY 23, 2021

You may have recently heard about the importance of Net Dollar Retention from Nick’s blog post earlier in the month , as well as the webinar we did with Bessemer Venture Partners. The blog post and webinar were more focused on why Net Dollar Retention is so important. Aligning Product Experience with High Touch Client Management.

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Framework Feedback Software Onboarding KPIs Customer Experience 64

Gainsight

DECEMBER 18, 2019

In this blog, I want to offer a solution. What about the client who knows that the experience they get will vary based upon the person they deal with in your company? What about the issues between the seams in the company—where everyone is acting rightly in their silo, but collectively the client isn’t getting the desired result?

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Customer Experience Customer Feedback Webinar Technology 64

Userpilot

JUNE 30, 2022

How is it useful for user onboarding? The JTBD framework helps your team uncover and prioritize the needs of your users and find solutions that best address these needs. You can offer branched user onboarding experiences for different user segments to lead them to activation points. Onboarding microsurveys.

Feedback Software 96

Feedback Software Research Software Framework User Testing 96

Userpilot

DECEMBER 19, 2022

Investing in a variety of content formats including articles, case studies, and video courses is the best way to cover all your bases with both users and search engines. Apple is the best example of a company with B2B marketing and B2C marketing. What is B2B marketing?

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B2B User Testing Research Software Analytic Tools 105

Generation Focus

OCTOBER 6, 2020

We are sending warm wishes to our clients, participants, collaborators, and followers – we hope you stay safe and take good care of yourself and the people around you! In this blog post, we reflect on some trends we have observed over the past couple of months.

Research Software 48

Research Software UX Blog Information 48

Userpilot

NOVEMBER 14, 2022

From a child reminding herself to be on her best behavior to receive mentorship in return for loyalty, we all engage in reciprocity marketing. The end goal: familiarize users with the platform and motivate them to become paying clients. For you as a brand, here are practical ways to nail your reciprocity marketing strategy.

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Feedback Software Research Software Marketing User Testing 98