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Ever wonder why some products instantly click with users while others get abandoned faster than New Year’s resolutions? The secret often lies in those crucial first moments – your user onboarding. Well, when onboarding new users, that approach is about as effective as trying to fit everyone into the same pair of pants.
You see, although we work hard to make Userpilot the best product adoption tool on the market, we know it isnt the perfect fit for every business. Helping prospects find the right product is a win-win situation. Userpilots key features include: No-code Chrome extension for building in-app flows. Pendo The dashboard on Pendo.
Collect customer data to calculate complex formulas for tracking metrics, monitor customer health scores, and resolve support tickets while continuously trying to improve retention and expansion. Consider specific features : Your goals and improvement areas will determine the features you need.
Users now expect seamless experiences between web and mobile apps, personalized messaging, and real-time responsiveness. The answer is a single mobile customer engagement platform that combines onboarding, push notifications, and analytics to improve user engagement. Such context switching significantly reduces productivity.
Cross-Functional Collaboration: The Product Leader's Hidden Superpower By Erica Wass At a Glance Cross-Functional Collaboration: The Product Leader’s Hidden Superpower Great products aren’t built in silos. In today’s fast-paced product environment, success doesn’t happen in silos.
As a product manager at Userpilot, I’ve had the chance (and let’s be honest, responsibility) to try out major onboarding automation tools in this space. In this post, I’ll walk you through how these tools compare based on actual, hands-on use, not just pricing tables and feature checklists.
Help center software allows you to juggle feature rollouts, bug fixes, and user onboarding without keeping up with endless tickets. Knowledgebases : are online libraries of FAQs, articles, and how-to guides. Consistently update it to ensure users stay informed about newly released features or workflows.
We covered everything from features to pricing, along with insights from real users. It helps app owners guide new users, promote feature adoption , and deliver employee training, all within the mobile app experience. Analytics: WalkMe provides detailed insights into user behavior, product usage, and workflow progress.
To solve this, Chargezooms team leveraged Userpilots in-app engagement features to not only increase the efficiency of their process but to reduce churn by half while still growing the customer base. With only two team members available to run onboarding sessions and send emails, the team couldnt keep up.
Looking for a good user onboarding tool and wondering if Product Fruits is the best option for your SaaS company? The many available Product Fruits alternatives don’t necessarily make the choice any easier. In this post, we’ll examine which Product Fruits competitor is the better digital adoption platform for your needs.
How I chose the best customer engagement software My evaluation process combined thorough feature analysis , a careful review of user feedback, and insights from industry reports. Features and functionality: Does the platform offer core engagement features, such as in-app flows, engagement tracking , and customer support?
Onboard and train users The average activation rate for medtech companies is 23.8%. The fact that most Medtech solutions require specialized knowledge and training to operate. With Userpilot’s flow builder, you can create interactive onboarding flows to address these issues, especially the last point about specialized knowledge.
While most of SaaS onboarding happens inside the app, new customers’ first point of contact with your company is usually an onboarding email. Because of that, onboarding emails should be a vital part of your omnichannel onboarding strategy. Have a personalized message. ClickUp’s long onboarding email.
You’ve built a great product, but users keep dropping off before they see its value? At times, even a great in-app onboarding flow isn’t enough. That’s where an onboarding email sequence comes in. In the long run, it will encourage product adoption, boost customer retention, and reduce churn across the entire customer lifecycle.
A deep dive into how artificial intelligence is shaping the next generation of financial user experiences — through metrics, strategy, and real success stories Until recently, most banks and financial organizations treated artificial intelligence (AI) as tomorrow’s experiment. The expected benefits align with productivity and innovation.
Even the strongest customer testimonials won’t prevent churn if people don’t understand how to use your product. That’s why we built Product Tours to assist with the job of user onboarding within your product, alongside our best-in-class in-app messaging and knowledgebaseproducts.
With the release of Product Tours , our new feature for building interactive guided flows, all the critical capabilities you need for onboarding new users are now available in a single platform, Intercom. How to choose the onboarding tools you need (and avoid tool overload). How about videos?
With the right approach and proactive support tools – think Outbound Messages , Product Tours , and Mobile Carousels – you can provide every customer with the fast, personal help they need at the exact moment they need it. Then we make sure to address those exact issues at pivotal moments in our onboarding.
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?
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.
What user onboardingmetrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Track in-app feature usage to identify and remove friction points.
Incorporating these tools into your customer experience tech stack will drive more engagement, gather high-quality customer feedback, and help inform your product roadmap. Developers can remove the pains associated with constantly incorporating new SDKs into an app and focus on delivering products that transform the customer experience.
Looking for the right retention KPIs to track and improve your customer retention rates? Customer retention is the key ingredient when it comes to growing your SaaS product without having to acquire new customers. So let’s find out what retention KPIs you should start tracking! What are retention KPIs in SaaS?
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.
But as we consider how we take our customer support fully remote, we are rethinking how we would use our workflows, automation tools, and day-to-day rituals to protect our team dynamics and productivity. Along with metrics, our values will help the team keep a positive “business as usual” mindset. Actively used team values.
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?
Customer retention is vital for product success and business profitability. You will also learn how to build a retention strategy, what metrics to track, and 10 bulletproof retention tactics for SaaS companies. TL;DR Customer retention is the ability to keep your customers actively using their products.
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.
Here at Userpilot , we’re seeing more and more SaaS companies using in-productmessaging as a way to communicate quickly and efficiently with their customers. In-productmessaging displays to your customer inside your product while they are using it. A definition of In-ProductMessaging.
A product analytics dashboard helps you visualize user behavior, so you can make informed decisions on how to improve product engagement. The types of metrics to track in your dashboard. An analytics dashboard visually displays important metrics in your business. The most common analytics dashboards in SaaS.
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.
We have achieved a great deal in the past decade – we have built a lot of great product , hired hundreds of wonderful people , and helped thousands of amazing companies form lasting relationships with their own customers. Paul Adams , SVP of Product, summarizes the power of messaging. Our first pitch deck. Writing our story.
Are you tracking product management metrics to evaluate your product and monitor its progress? SaaS products are becoming increasingly data-driven which makes it critical to evaluate product growth using the right metrics. Here are the 3 best tools to improve product management metrics.
Building loyalty is essential to retain customers, drive word-of-mouth, and nurture product growth. Thankfully, there are metrics you can use to expand your field of view and estimate how loyal your customers are. There are ten metrics you can use to measure customer loyalty. How do you measure customer loyalty?
Learning to reduce customer onboarding time will impact your business in no small way. Your new users will experience the product quickly, and your adoption and retention rates will go up. But what exactly is an onboarding time, and how do you improve it for your SaaS? What is customer onboarding time?
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?
Want to know the key activation metrics for SaaS? Although difficult to measure, activation is one of the most critical SaaS metrics to track and optimize. So how do you get a hold of these elusive metrics? In this post, we will see how you can improve activation and drive product adoption. Dave McClure’s Pirate Metrics.
70% of customer support teams have a knowledgebase, FAQ section, or other help docs that allow their customers to self-serve. 85% of customer service teams now offer proactive help, in the form of things like in-app onboarding , outbound messaging , or notifications. Chat has passed phone support.
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.
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.
A smooth onboarding process is like the key to a puzzle. It unlocks customer engagement, starts the customer relationship on the right foot, and ensures that customers continue using the product the right way for a long time to come. Customer onboarding helps customers realize the full value of the product.
Did you know that our client RecruitNow saved over 1,000 customer training hours a year by implementing a localized resource center coupled with onboarding flows? Great product support helps you cut on costs and make users happy, so in this article, we’ll look at the various in-app support types and some best practices for you to follow.
Let’s face it: an onboarding tour is a key to unlocking your product’s sustainable growth. Not only can it make or mar the first impression users have about your product, but it’s also the first channel for obtaining real-time product feedback for your product teams. What is an onboarding tour?
Are you frustrated with how your users are underutilizing your product, complaining about it, and not realizing the value that it has to offer? It’s probably because you’re lacking in some of the product management fundamentals. Let’s explore the key fundamentals of product management that every product leader should master.
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