Userpilot

AUGUST 11, 2022

Since customer success roles are relatively new, companies don’t always have a clear idea of what responsibilities are appropriate for a customer success manager (CSM). Customer success ensures customers get their desired outcome when using your product.

Feedback Software 98

Feedback Software Research Software Analytic Tools User Testing 98

Userpilot

JANUARY 31, 2023

An effective customer activation funnel can be an extremely powerful way to channel new customers through your product and get them to experience value fast. In this article, we’ll explore what customer activation is, how to unlock it within your own product, and the best tactics, techniques, and onboarding tools for the job.

Customer Experience 95

Customer Experience Analytic Tools User Testing Customer Feedback 95

Userpilot

NOVEMBER 16, 2022

Onboarding users is an extremely tricky exercise. Any savvy product manager will tell you that an effective user adoption strategy template would be a huge asset to crafting onboarding experiences that drive adoption and growth. There are many stages of product adoption to guide your users through for onboarding success to happen.

Analytic Tools 98

Analytic Tools Feedback Software Customer Experience User Testing 98

Userpilot

OCTOBER 4, 2022

We’ll start by exploring what customer activation is and why it matters, cover the difference between a customer activation strategy and brand activation, set out how to craft a customer activation strategy of your own, and discuss the best tools for the job. Why is customer activation important?

User Testing 93

User Testing Customer Experience Customer Feedback Data Visualization 93

Userpilot

JULY 30, 2022

If you want your SaaS to survive (and thrive), it’s critically important to avoid pitfalls and major user onboarding mistakes. So in this article, we’re going to deep dive into 7 of the most common user onboarding mistakes – and map out tools and tactics to help you avoid them. What is user onboarding?

Onboarding KPIs 96

Onboarding KPIs User Testing Customer Experience Customer Feedback 96

Gainsight

JANUARY 4, 2021

As we embark on the New Year, now is the perfect time to catch up on Gainsight’s Customer Success resources from 2020. We compiled our best Customer Success resources from last year, from blogs to ebooks to webinars and podcasts. Launching Customer Success. Customer Success Team Management.

Feedback Software 111

Feedback Software Customer Experience Customer Feedback User Testing 111

Userpilot

APRIL 12, 2023

TL;DR A user adoption strategy is a plan for user education and onboarding so that they progress smoothly toward activation and adoption. An effective product adoption strategy improves user activation, reduces friction and customer churn , and boosts product success. Let’s jump straight in. What is user adoption?

Analytic Tools 98

Analytic Tools Feedback Software User Testing Customer Feedback 98

Userpilot

FEBRUARY 21, 2023

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. And your role at a customer success team? TL;DR User adoption is the journey in which a customer becomes a regular user of your product and makes it part of their life.

Analytic Tools 90

Analytic Tools Feedback Software Research Software Data Visualization 90

Gainsight

MARCH 1, 2024

In the dynamic landscape of Customer Success (CS), where relationships and outcomes intersect, the voices of female leaders are increasingly shaping the trajectory of the industry. In this blog, we asked four remarkable female leaders in CS about their predictions and foresight into the future of this pivotal field.

Data Visualization 59

Data Visualization Customer Experience Technical Review Customer Feedback 59

Userpilot

DECEMBER 10, 2023

TL;DR Product-led growth (PLG) uses product usage as the main driver of customer acquisition and account expansion. However, it’s not ideal for complex products or enterprise clients where customers aren’t the end users. Typical sales playbooks include unblocking, conversion , product expansion, plan expansion, and consolidation.

Analytic Tools 104

Analytic Tools Feedback Software Customer Experience Data Visualization 104

Userpilot

AUGUST 2, 2023

A customer engagement strategy can be the difference between positive and negative growth for your SaaS. TL;DR A customer engagement strategy is a comprehensive plan by SaaS companies to interact with customers and build long-lasting relationships. Identify customer touchpoints and map the customer journey.

Feedback Software 90

Feedback Software User Testing Customer Experience User Friction 90

NextBigWhat

MAY 16, 2021

2) Strategy 1: Observe Customer Hangouts. Companies like Dropbox, Evernote, all had forums where customers could make product requests. This became the focal point of their marketing success. Instead of writing all landing page content themselves, Zapier created a playbook for onboarding and launching new app partners.

Feedback Software 105

Feedback Software User Testing Customer Feedback Customer Experience 105

Userpilot

MARCH 31, 2023

How do you build a successful free-to-paid conversion strategy for your SaaS? This is a question every customer success manager must address in order to turn free users into paying customers. Opt-out free trials require payment information upfront, which can be a turn-off for some customers.

Feedback Software 93

Feedback Software Onboarding KPIs Strategy Customer Experience 93

Userpilot

NOVEMBER 20, 2022

A high-level strategic plan is the life force of a successful product marketing campaign. Some broad templates you may use include the go-to-market strategy , new user onboarding, and in-app campaign roadmap templates. Userpilot helps you set and track different in-app metrics to determine goal success. But where do you begin?

Onboarding KPIs 97

Onboarding KPIs Roadmap Marketing Feedback Software 97

Userpilot

DECEMBER 22, 2022

There’s a saying that in the modern world, ‘data is the new oil’ For any savvy product manager, onboarding metrics are some of the most valuable data you can get your hands on. Critically, user onboarding is not a ‘once and done’ activity. Let’s start by looking at customer engagement.

Onboarding KPIs 98

Onboarding KPIs Analytic Tools Customer Experience Customer Feedback 98

Userpilot

FEBRUARY 21, 2023

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. And your role at a customer success team? TL;DR User adoption is the journey in which a customer becomes a regular user of your product and makes it part of their life.

Analytic Tools 74

Analytic Tools Feedback Software Research Software Data Visualization 74

Product Management University

OCTOBER 6, 2020

Product usability/usage serves as the primary driver for customer acquisition, expansion and retention. In B2B, it changes everything about how you build, market, sell and acquire customers. Customers get free trials or free subscriptions with limited functionality. Here’s the bottom line.

B2B 147

B2B Customer Experience Definition Demo 147

Userpilot

DECEMBER 15, 2022

Product teams use in-app messages to drive feature adoption and onboard users. An in-app messaging playbook will help your team achieve focus and maintain consistent messaging via different channels. Checklists are very effective at driving user engagement , especially during the initial onboarding stage. Is it user onboarding?

Feedback Software 97

Feedback Software Analytic Tools Messaging User Testing 97

Userpilot

JULY 9, 2021

Product-Led Onboarding by Ramli John and Wes Bush is a new book about how to implement user onboarding for the ultimate customer retention. Escaping the Build Trap by Melissa Perri illustrates why measuring success based on features is a losing game and how to measure value delivered instead.

Books 98

Books Research Software Feedback Software Analytic Tools 98

Userpilot

SEPTEMBER 5, 2022

Whether you’re looking to train your team to engage customers or make a career leap as a customer success manager (CSM), different types of customer success courses and certifications are the closest to the formal education you can get. Customer success manager fundamentals, by Udemy.

User Testing 96

User Testing Customer Experience Customer Feedback Certifications 96

Userpilot

DECEMBER 21, 2022

RFM analysis is a user segmentation tool used in sales and marketing for targeted customer engagement. Recency takes into account the last time the customer engaged with the product. The Monetary value could be determined by the Customer Lifetime Value (CTLV) or what subscription plan they are on. Book the demo!

Analytic Tools 98

Analytic Tools Feedback Software Data Visualization Onboarding KPIs 98

Userpilot

NOVEMBER 14, 2022

Are you leveraging customer marketing to generate new and sustained business opportunities? Are you getting the most out of your existing customer base? As product marketers , getting lost in the push for new customers after launching a new product or service is easy. Book a demo today to learn how.

Feedback Software 97

Feedback Software Analytic Tools Customer Experience User Testing 97

Userpilot

FEBRUARY 25, 2021

Like any playbook in sports, your marketing playbook is only as good as the coach who wrote it. In this SaaS marketing playbook, we have compiled the hottest trends in growth marketing as told by real people on the field. SaaS Marketing Playbook Table of Contents. Why Having a SaaS Marketing Playbook Is Important.

Research Software 74

Research Software User Testing Outbound Marketing 74

Userpilot

SEPTEMBER 10, 2022

Even a successful business will lose customers at some point. In the business world, there’s a term used to describe the rate at which customers stop using a product or service — customer churn. More importantly, you’ll learn how to deal with customer churn, whether involuntary or not.

Feedback Software 97

Feedback Software Analytic Tools Customer Experience User Testing 97

Gainsight

JULY 25, 2023

Every company has some type of motion around the customer journey, according to Maksim Ovsyannikov, EVP of Product and Design at Gainsight. Ovsyannikov describes four dimensions of the customer journey: Onboarding the solutions a customer has purchased in a meaningful way. The question is, how sophisticated is it?

Analytic Tools 52

Analytic Tools Feedback Software Education Generative AI 52

Userpilot

NOVEMBER 25, 2022

In such a huge SaaS ecosystem these days, it is necessary to find ways to remove friction during the onboarding process if you want to keep a competitive edge. This article will cover the best practices and steps needed to implement interactive guides that engage customers. Let your users choose what to learn about.

Research Software 95

Research Software Feedback Software User Testing Data Visualization 95

Userpilot

NOVEMBER 16, 2022

What are the best practices for success? TLDR; B2B marketing automation involves designing automated workflows that will trigger at the right time to replace manual marketing tasks and retain customers. Afterward, personalize their onboarding experience relevantly. Let’s explore them in more detail: Reduced customer churn.

Feedback Software 98

Feedback Software Analytic Tools B2B Embedded Analytics 98

Userpilot

AUGUST 20, 2022

“Customer love” is the last thing you think about in a B2B SaaS environment. But in the end, customers who love your brand are the ones who: Engage with your product. So how do you encourage customers to love your brand? Let’s see what it means to love your customers. Let’s see what it means to love your customers.

Feedback Software 94

Feedback Software Customer Experience Customer Feedback User Testing 94

Userpilot

NOVEMBER 17, 2021

A bootstrapped company led by a technical founder with no business background isn’t the typical description of a successful 8+ figure Saas business. 2,000+ customers. By leveraging content marketing and a solid professional network, Saravana Kumar grew the company from 0 to 250 customers. 5 products. Presently, Kovai.co

Customer Experience 96

Customer Experience User Friction Enterprise Document 96

Userpilot

NOVEMBER 25, 2022

Let’s be honest: It is harder, if not impossible, to grow your SaaS if you don’t automate customer engagement. Imagine the hell it’d be to follow an omnichannel approach to engage customers and be tasked to deliver a personalized experience on each channel, manually. Add onboarding checklists to drive activation.

Feedback Software 98

Feedback Software Customer Experience User Testing Customer Feedback 98

Userpilot

JULY 26, 2021

Being product-led means using product-led marketing like pain point SEO, product-focused sales enablement documents, and case studies showing customer success with your product. Another great product growth tool is Appcues with its wide range of onboarding elements but has become pricey and bloated as a product over the years.

Analytic Tools 98

Analytic Tools Feedback Software Onboarding KPIs User Testing 98

Userpilot

NOVEMBER 30, 2022

How can product managers leverage them to orchestrate successful product launches ? If you face challenges, talk to your customers. A GTM strategy reduces the risk involved in a product launch , helps to optimize the use of available resources, and increases its overall chances of success. Segment the customers.

Feedback Software 98

Feedback Software User Testing Data Visualization Onboarding KPIs 98

Gainsight

FEBRUARY 23, 2021

Before you start patting yourself on the back, take a look at your company’s customer base. You will probably notice a fairly consistent trend over the last year, which is you have many customers who did not expand their relationship with you. The blog post and webinar were more focused on why Net Dollar Retention is so important.

Framework 64

Framework Feedback Software Onboarding KPIs Customer Experience 64

Business of Software Conference

JULY 7, 2021

In this guest post Paul Kenny (founder of Ocean Learning and long time BoS participant and speaker) argues that software and SaaS “proven sales playbooks” are BS. “ Proven Sales Playbooks are BS.” The main reason proven sales playbooks are BS is they can only be helpful if we have consistent inputs.

Research Software 69

Research Software Technical Advisors Customer Experience Data Visualization 69

Gainsight

DECEMBER 21, 2020

“The customer is always right.” . These men learned early in their careers that their stores’ success depended on their customers’ happiness. They advocated that customer complaints be handled remarkably so that customers do not feel cheated or deceived. . Nordstrom is also known for a customer-first policy.

Customer Experience 52

Customer Experience B2C Software Review Management 52

Mixpanel

FEBRUARY 23, 2021

It’s a common blunder—getting swept up in the dream of the product and what it symbolizes, rather than deeply understanding how your first customers are actually using it. Customers are coming to you, and you have more demand than you need and can handle.” ” Credit: The Lean Startup Playbook. In short, yes.

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User Testing Onboarding KPIs Product Research Startups 130

Userpilot

JUNE 23, 2022

The best customer engagement model for your SaaS offers the right balance between personal and automated interactions with customers. So, your only shortcut is to learn: The type of customer engagement model that fits your business. How to create in-app experiences that engage customers.

Feedback Software 52

Feedback Software User Testing Customer Experience Customer Feedback 52