Userpilot

APRIL 16, 2025

When your company adopts multiple SaaS solutions to drive productivity, you unknowingly create a perfect storm for data fragmentation. Your customer information lives in Salesforce, while your support tickets are in Zendesk, your product usage data in Mixpanel, and your marketing campaigns in HubSpot. Which features need attention?

Data Visualization 105

Data Visualization Analytic Tools Feedback Software Reporting Tools 105

Userpilot

NOVEMBER 7, 2024

What is an interactive product demo? An interactive demo is a self-guided walkthrough that uses tooltips, modals, hotspots, and other interactive elements to help users quickly explore your SaaS product. Why build interactive demos for your SaaS product? This results in faster Aha!

Demo 103

Demo Analytic Tools Feedback Software Research Software 103

Userpilot

FEBRUARY 4, 2025

Tracking the right user metrics helps you precisely identify issues in the product experience rather than feeling lost in a sea of data. Choosing the wrong KPIs can be more damaging than you think – it drains your teams resources, shifts focus away from real problems, and ultimately, disrupts the customer experience.

Onboarding KPIs 59

Onboarding KPIs Data Visualization Customer Feedback Customer Experience 59

Intercom, Inc.

SEPTEMBER 2, 2020

With this shift in mindset, the key question becomes: “how can we measure the value of support and set metrics that drive meaningful change?” We talked with support leaders at several forward-thinking companies – including Zapier , Wistia , and InVision – to get insight into how their support metrics have evolved, and why. retention).

Onboarding KPIs 190

Onboarding KPIs Data Visualization Customer Experience User Friction 190

Intercom, Inc.

FEBRUARY 22, 2018

If your product is to survive and your business is to grow, improving your user onboarding must always be top of mind. First, onboarding is the one thing that every user of your product experiences. Secondly, just as Ruairí wrote recently , your onboarding strategy must adapt over time as your product and business evolve.

Onboarding KPIs 194

Onboarding KPIs User Testing Customer Experience Research Software 194

The Product Coalition

JANUARY 24, 2021

A flexible framework for one of today’s most important business documents “A great product manager has the brain of an engineer, the heart of a designer, and the speech of a diplomat.”?—?Deep Just like the role of a product manager can vary significantly from company to company, so can? So what goes into a product spec?

Onboarding KPIs 160

Onboarding KPIs User Testing Customer Experience Feedback Software 160

Userpilot

NOVEMBER 19, 2022

Having trouble deciding which customer service KPI to use? There are some vanity metrics among the KPIs for customer service. So let’s look at the most important KPIs that will help you create strategies to provide superior customer service and boost retention. What are customer service KPIs?

Onboarding KPIs 98

Onboarding KPIs Data Visualization Reporting Tools Customer Experience 98

Userpilot

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use checklists and walkthroughs to guide users quickly to product value. Why do you need it in the first place?

Analytic Tools 105

Analytic Tools Feedback Software Banking Data Visualization 105

Userpilot

AUGUST 22, 2024

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

Reporting Tools 111

Reporting Tools Data Visualization Onboarding KPIs Analytic Tools 111

Mind the Product

JUNE 18, 2018

Kevin Trilli joined Onfido as our chief product officer last year and brought with him some great experience, tools, and techniques. This first post covers Positioning Documents, which I bought to Onfido from Pragmatic Marketing training, and Line of Business Meetings, which Kevin brought with him. Positioning Document.

Research Software 156

Research Software Onboarding KPIs Product Research User Testing 156

Intercom, Inc.

AUGUST 18, 2020

Last week we launched a series of new features to help modern support teams handle rising volumes of complex conversations with confidence and efficiency. Want to see these features in action? Our newest product upgrades solve three main challenges for support teams: 1. New reporting metrics for more detailed insights.

Data Visualization 197

Data Visualization Article User Testing Customer Feedback 197

Userpilot

OCTOBER 31, 2022

Looking to drive adoption with contextual user onboarding ? As any savvy product manager will know, picking the right tool is essential to the success of your SaaS – so it’s worth taking the time to choose carefully. Another impressive dimension of Userpilot’s software is event tracking and feature tagging.

Analytic Tools 98

Analytic Tools Onboarding KPIs Feedback Software Data Visualization 98

Userpilot

FEBRUARY 27, 2023

User onboarding is one thing that can make or break your product. Get it wrong and your product will be plagued by churn, declining revenue, and poor customer reviews. So how do you make sure how you provide an excellent onboarding experience to your customers? Primary onboarding helps new users experience the Aha!

Onboarding KPIs 105

Onboarding KPIs User Testing Customer Experience Customer Feedback 105

Product Talk

SEPTEMBER 4, 2024

Working as a product trio can be a major transformation. Making the shift to product trios involves changing everything from the coworkers you collaborate with most closely and your communication style to the mindset you bring to work every day. – Tweet This The product team at Botify knows this all too well. What works well?

Product Research 249

Product Research Onboarding KPIs CTO Coach Research Software 249

Intercom, Inc.

JULY 14, 2020

There are a lot of words that get thrown around with customer success: problems to be solved, implementation, product experts, expansion, strategic partners, technical advisors, proactive versus reactive. Self-orientation (your motives): “My CSM cares about my success with the product.”. Bonus read: Intercom on Onboarding.

Books 249

Books Customer Experience Customer Feedback Onboarding KPIs 249

Userpilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. As with every digital product, the first few minutes on your app will determine whether the user sticks with it or abandons it. What is FinTech onboarding? to assist customers at all times.

Onboarding KPIs 105

Onboarding KPIs Customer Experience Feedback Software User Testing 105

Userpilot

MARCH 31, 2023

Analytics vs metrics – how do they differ from each other? Though both are important, analytics and metrics have distinct meanings and purposes in your data analytics process. Understanding the nuances between them is critical to utilize them to improve your feature adoption , customer behavior, etc.

Data Visualization 98

Data Visualization Analytic Tools Onboarding KPIs Feedback Software 98

Intercom, Inc.

APRIL 8, 2019

Whenever I conduct research with customers on how they onboard users to their product, I’m always fascinated by how often the term “aha” moment comes up. How can you identify your product’s “aha” moment. What can a product do that other product’s can’t, or what can it do better?

Product Research 188

Product Research Onboarding KPIs User Testing Research Software 188

The Product Coalition

APRIL 25, 2022

Product managers (PMs) are ninjas of aligning people, management, and processes. No product tool or template can save you if you’re not killing it in these three areas. The best product managers are in a continuous state of discovery and know that?—? neither the product nor roadmap are ever static.

Analytic Tools 174

Analytic Tools Data Visualization Feedback Software Research Software 174

Intercom, Inc.

JUNE 7, 2018

Where Dropbox went from there is well documented. Today he’s the founder and CEO at GrowthHackers , whose software, community and annual conference help teams work together to drive breakout growth results for “must have” products and services. If you enjoy the conversation, check out more episodes.

Onboarding KPIs 196

Onboarding KPIs User Testing Customer Experience Weak Development Team 196

Userpilot

JANUARY 16, 2024

The customer onboarding process flow chart is a tool that’s essential for optimizing your activation and adoption efforts. TL;DR A customer onboarding process flow chart is a visual tool that outlines the key stages of customer onboarding , aiding SaaS teams in creating consistent and effective onboarding experiences.

Data Visualization 105

Data Visualization Feedback Software Analytic Tools Onboarding KPIs 105

Intercom, Inc.

JULY 6, 2021

These days, customers expect instant access to support, especially for products that are critical to their business operations. If people can buy your product in their native language, they should be able to receive support in their native language as well. Establish common KPIs. Consistent customer experience.

Customer Experience 232

Customer Experience Data Visualization User Testing Customer Feedback 232

Intercom, Inc.

JULY 1, 2019

At Collision , I spoke about the new techniques that product owners and marketers will need to navigate the world of customer relationships. And that changes a lot: how we think about marketing, how we think about what our product is and how we think about what customer success actually is. How do we retain customers? Sounds great.

User Testing 223

User Testing Customer Experience Onboarding KPIs Magazine 223

Userpilot

JANUARY 31, 2023

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.

Onboarding KPIs 98

Onboarding KPIs User Testing Analytic Tools Customer Experience 98

Userpilot

OCTOBER 8, 2022

Customer onboarding is an incredibly complex topic – you don’t get it right by accident. Instead, you need a comprehensive customer onboarding framework to give you a sense of structure… and set you and your SaaS up for success. Onboarding cannot be pigeonholed as a single ‘thing’ or feature.

Onboarding KPIs 98

Onboarding KPIs Analytic Tools Feedback Software Framework 98

Userpilot

MAY 25, 2022

Have you ever wondered how to use behavioral metrics to boost your product growth? You can use behavioral analytics to understand what your users do inside your product and why they do it. But to do so, you first need to track the right metrics in the app. Want to track behavioral metrics code-free?

Analytic Tools 98

Analytic Tools Feedback Software Onboarding KPIs Data Visualization 98

Userpilot

OCTOBER 1, 2021

For SaaS companies who want to make sure their customers hit the ground running, it's difficult to avoid the subject of new user onboarding tools. The fact is that coding an onboarding process from scratch is near-impossible for most SaaS businesses, both in terms of cost and in terms of having enough free developers available.

Analytic Tools 98

Analytic Tools Feedback Software Data Visualization Onboarding KPIs 98

Userpilot

SEPTEMBER 20, 2022

Nailing the customer onboarding process is one of the most important tasks for any savvy PM or SaaS owner. In this article, we’re going to break down exactly what it takes for your customers to start getting value from your product – and therefore boost adoption. Who’s responsible for customer onboarding success?

Analytic Tools 98

Analytic Tools Feedback Software Onboarding KPIs Research Software 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 97

Onboarding KPIs Feedback Software User Testing Analytic Tools 97

Userpilot

AUGUST 29, 2021

With cross-platform tracking, real-time analytics, powerful behavioral analytics , enterprise-level security measures, and solid customer support, Amplitude Analytics is a powerful analytics solution designed to meet the requirements of modern-day product and growth teams. Heap tells you all about what a customer is doing within your product.

Data Visualization 98

Data Visualization Analytic Tools Onboarding KPIs Reporting Tools 98

Userpilot

APRIL 14, 2023

Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.

Analytic Tools 98

Analytic Tools Research Software Feedback Software Onboarding KPIs 98

Userpilot

FEBRUARY 28, 2024

Pendo Engage is an in-app guidance and feedback collection tool to help you track key metrics or usage data. TL;DR Pendo Engage is a product adoption platform for with in-app guidance , product analytics, and feedback collection capabilities. If you want to learn more about Userpilot, then get your free demo today!

Data Visualization 105

Data Visualization Onboarding KPIs Analytic Tools Feedback Software 105

Userpilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Point users to key actions with onboarding checklists.

Onboarding KPIs 98

Onboarding KPIs Customer Experience User Testing Customer Feedback 98

Userpilot

APRIL 10, 2024

Other retention metrics to track include product stickiness, customer lifetime value, expansion MRR, and NPS scores. Personalized onboarding fosters strong relationships by tailoring solutions to specific job requirements. Interactive walkthroughs facilitate user understanding and product value realization.

Onboarding KPIs 98

Onboarding KPIs Customer Experience Customer Feedback User Testing 98

Userpilot

OCTOBER 11, 2021

Tired of tracking retention metrics that get you nowhere? To achieve that, you need to first have an accurate idea about how your product is performing. In this article, we’re covering 10 of the most important retention metrics you need for your SaaS business, and how you can improve each of them to have increased revenue.

Onboarding KPIs 98

Onboarding KPIs Feedback Software Analytic Tools Research Software 98

Userpilot

MARCH 8, 2022

What is user analytics, and how can it help you drive product growth ? This allows you to see what different segments of your customers are doing in your product and why they behave that way. With smart strategies and the right user analytics tools, you can leverage user analytics to improve SaaS metrics and unlock growth.

Analytic Tools 98

Analytic Tools Data Visualization Onboarding KPIs Customer Experience 98

Userpilot

NOVEMBER 23, 2021

Did you know that reducing Time To Value for SaaS products can drive product adoption ? You might have a product that offers incredible value to your customers. What if we say that you can reduce time to value by streamlining your onboarding experiences ? What is time to value in SaaS?

Customer Experience 98

Customer Experience Analytic Tools Onboarding KPIs Feedback Software 98