Remove Certifications Remove Customer Satisfaction Remove Embedded Analytics Remove Onboarding KPIs
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How to Create Client Onboarding Process in Financial Services

Userpilot

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.

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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

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. You can use modals for this.

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20 Customer Retention Strategies to Drive Up the Numbers in 2024

Userpilot

Looking for customer retention strategies to enhance your product performance in 2024? Read to learn 20 strategies to help you better satisfy your customer needs and desires, provide an excellent product experience, and retain customers over the long term. If so, we've got you covered.

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Value-Based Growth in SaaS: Definition, Strategies, and Examples

Userpilot

And does it work with the product-led growth model? The approach makes your company more customer-centric , improves customer satisfaction and retention , and gives you a competitive edge. A robust customer success strategy enables customers to get the most out of the product.

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How to Create an Effective Onboarding Tour That Activates and Retains SaaS Users

Userpilot

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?

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15 B2B Customer Experience Best Practices For Driving Sustainable Business Growth

Userpilot

In this article, we’ll cover: The essential components of the B2B customer experience. Why customer experience is an essential ingredient for retention and revenue. How to track customer experience metrics. 15 B2B customer experience best practices that drive business growth. Let’s get started.

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Top 15 SurveyMonkey Alternatives to Consider

Userpilot

If you’re on this page, chances are you’re looking for the best SurveyMonkey alternatives for product managers, HR leaders, or even healthcare professionals. Since SurveyMonkey can’t completely satisfy everyone, let’s look at 15 survey tools that can help you collect employee feedback, user sentiment , and more valuable data.