Remove Certifications Remove Education Remove Onboarding KPIs
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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. Point users to key actions with onboarding checklists.

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The Ultimate Guide to Customer Education in SaaS: Best Practices, Examples, and Tools

Userpilot

Have you ever wondered why SaaS companies are spending so much on self-service solutions and customer education programs? Launching a customer education program can streamline the customer journey, increase customer retention, and reduce the support costs for your product or service. What is customer education?

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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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11 User Onboarding Tips + How to Easily Implement Them

Userpilot

User onboarding helps users discover features they need to achieve their goals and trains them how to use them. In the article, we share 11 user onboarding tips and show you how to implement them. TL;DR User onboarding is the process of introducing key product functionalities and providing guidance to enable customer success.

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

Userpilot

And does it work with the product-led growth model? A robust customer success strategy enables customers to get the most out of the product. For example, personalized onboarding reduces time to value. To measure the value you deliver, create a system of relevant value metrics, like NPS or Customer Lifetime Value (CLV).

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10 Product Differentiation Examples From Famous Brands For Inspiration

Userpilot

Are you a SaaS product manager in search of product differentiation examples to inspire your differentiation strategy? In this article, we’ll explore the types of product differentiation strategies and go over cases of real-world brands that have used these strategies to drive product growth.

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Your Ultimate Guide to B2B Loyalty Programs [With Examples]

Userpilot

Efficient onboarding , with personalized flows and tailored user personas, ensures business partners understand and benefit from your B2B loyalty program. Measure your B2B loyalty program’s performance with KPIs like NPS, ROI, MRR, ARR, and CLV, and regularly adjust for effectiveness and long-term success.