Userpilot

OCTOBER 20, 2024

This is every product manager’s nightmare – an onboarding failure that cripples customer retention. But your product doesn’t have to be that way! In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement.

Onboarding KPIs 84

Onboarding KPIs User Testing Feedback Software Customer Experience 84

Intercom, Inc.

AUGUST 18, 2021

But all too often the way the underlying data is collected makes NPS little more than a vanity metric, easily rigged to give the impression of positive customer sentiment, leading to shallow insights and false assurances. Phil Byrne helps you get onboarded, Bobby Stapleton sends you billing notifications, and so on.

Product Research 232

Product Research Data Visualization Customer Feedback User Testing 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. You can check out the video above or read on below for a lightly edited transcript. A cool new messaging app getting to 1m users is the new normal. How do we retain customers?

User Testing 223

User Testing Customer Experience Onboarding KPIs Magazine 223

Intercom, Inc.

DECEMBER 12, 2019

Instead of capturing small businesses and then trying to upgrade them to paid plans, the video hosting and analysis startup attracted larger companies, then worked backwards. If the product meaningfully improves people’s day-to-day lives in the short term, major dividends will follow later. Their philosophy?

Reporting Tools 169

Reporting Tools Research Software Onboarding KPIs Customer Experience 169

Userpilot

NOVEMBER 29, 2024

According to product expert Dan Olsen , it’s because their “bucket” — the product itself — is leaky. Dan, a Stanford-trained engineer with experience guiding companies like Intuit, understands how to optimize your product metrics for growth by focusing on retention and building a product users truly value.

Onboarding KPIs 84

Onboarding KPIs User Testing Customer Experience Analytic Tools 84

Userpilot

JUNE 10, 2024

Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding.

Onboarding KPIs 82

Onboarding KPIs User Testing Data Visualization Analytic Tools 82

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

Userpilot

DECEMBER 13, 2022

Getting new users signed up and beginning to get value from your product is a challenge many product managers will face: onboarding UX best practices can help you tackle it effectively. In this article, we’ll break down exactly the tools , techniques, and tactics you can leverage in your product.

Onboarding KPIs 85

Onboarding KPIs Feedback Software UX Data Visualization 85

Mixpanel

JANUARY 19, 2021

Test yourself with this word problem: Imagine you’re a product manager responsible for your company’s new “business messaging and collaboration” product. Your team suggests two ideas: Change onboarding so it nudges new users to invite their team to collaborate right away. A lofty goal! Prioritizing retention.

Data Visualization 119

Data Visualization Analytic Tools Onboarding KPIs Customer Experience 119

Userpilot

MAY 16, 2023

What are value metrics? We also examine a few examples of how companies use value metrics in their pricing strategy. TL;DR Value metrics are the features of a product that customers associate with its value and are happy to pay for. To identify your value metrics look at your product use cases.

Feedback Software 88

Feedback Software Analytic Tools Onboarding KPIs User Testing 88

Userpilot

AUGUST 21, 2021

Wondering why your shiny new features are not getting enough user engagement? After spending months building a new feature, it is such a bummer to see users not adopting it as much as you thought they would. A product is only as good as its features. This is once they are engaged with the core features.

Feedback Software 98

Feedback Software Analytic Tools Onboarding KPIs Product Research 98

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 90

Onboarding KPIs Customer Experience User Testing Customer Feedback 90

Userpilot

MAY 30, 2024

Wondering how Aha moments lead to feature and product adoption? The articles explains what the Aha moment is and what role it plays in user activation, product adoption , and customer retention. You will also learn how to find the Aha moment for your product and optimize it for different users. Ready to dive in?

Onboarding KPIs 83

Onboarding KPIs Data Visualization Analytic Tools User Testing 83

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 94

Reporting Tools Data Visualization Onboarding KPIs Analytic Tools 94

Userpilot

OCTOBER 20, 2024

Onboarding gamification is the key to transforming a dull process into an engaging one. When the process feels complicated, it becomes easy for a new user to lose interest before they experience the true value of your product. What is onboarding gamification? Launching a new product. Why use a gamified onboarding process?

Onboarding KPIs 73

Onboarding KPIs Customer Experience User Testing Customer Feedback 73

Userpilot

OCTOBER 28, 2024

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.

User Testing 87

User Testing Customer Feedback Customer Experience Onboarding KPIs 87

Userpilot

MARCH 31, 2023

Optimizing the user onboarding flow is always a key SaaS business goal. That being said, it can be difficult to improve the user’s experience if you don’t follow the onboarding flow best practices that this guide will go over! Self-service resources help users learn more without going through long product tours.

Onboarding KPIs 87

Onboarding KPIs Feedback Software Analytic Tools User Testing 87

Userpilot

MAY 2, 2024

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.

Onboarding KPIs 87

Onboarding KPIs Customer Experience Feedback Software Analytic Tools 87

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 87

Onboarding KPIs User Testing Analytic Tools Customer Experience 87

Intercom, Inc.

DECEMBER 18, 2018

Plain and simple, email marketing is the tactic of sending marketing messages via email. Recommendations for similar products. Onboarding tips for a new app. The first step to take is to find an email marketing service that has the features you need to interact with your customers. An onboarding email series.

User Testing 150

User Testing Customer Experience Analytic Tools Research Software 150

Userpilot

NOVEMBER 29, 2022

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?

Feedback Software 90

Feedback Software Analytic Tools Research Software Onboarding KPIs 90

Userpilot

DECEMBER 19, 2022

Understanding your users and their journey stages will help you create flows tailored to the various SaaS onboarding phases. This is essential because your customers aren’t all the same; their needs change as they progress through your product. Benefits of the SaaS user onboarding process: Improved retention. Welcome new users.

Analytic Tools 87

Analytic Tools Feedback Software Onboarding KPIs Data Visualization 87

Userpilot

DECEMBER 23, 2020

Which product trends emerged in 2020 and are here to stay? What are the biggest trends in Product for 2021 you must implement into your Product Growth strategy? Who’s who in Product these days? And what new product growth terms made it to our dictionary? Trends to Watch In Product – Table of Contents.

Analytic Tools 121

Analytic Tools Onboarding KPIs Data Visualization Product Research 121

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 82

Data Visualization Feedback Software Analytic Tools Onboarding KPIs 82

Userpilot

OCTOBER 10, 2024

Can you imagine what the ideal SaaS customer onboarding process looks like? That’s why we’ll go over what onboarding is in SaaS and analyze 8 onboarding examples from reputable SaaS companies to learn what they’re doing right (or wrong). Miro Miro’s onboarding process is simple. What can you learn from Userpilot?

Onboarding KPIs 85

Onboarding KPIs Data Visualization Customer Experience User Testing 85

Userpilot

JUNE 20, 2023

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?

Customer Experience 83

Customer Experience Onboarding KPIs Analytic Tools Feedback Software 83

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 85

Analytic Tools Feedback Software Onboarding KPIs Research Software 85

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 87

Analytic Tools Feedback Software Banking Data Visualization 87

Userpilot

JULY 19, 2021

It is not enough to support your users only when they have issues with your product. Furthermore, we explore how to choose the best platform for your company and the must-have features for the best customer engagement tools. In short, you use CEP software to manage and optimize product experiences along the user journey.

Analytic Tools 96

Analytic Tools Research Software Reporting Tools Customer Communications 96

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 84

Analytic Tools Research Software Feedback Software Onboarding KPIs 84

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.

Analytic Tools 79

Analytic Tools Onboarding KPIs Feedback Software Framework 79

Userpilot

MAY 31, 2023

Not sure how to measure product adoption or what metrics to track? Product adoption is key to creating loyal users for your SaaS and it’s important to track it regularly. In this article, we’ll explore how to measure product adoption and twelve key metrics that can provide valuable insights into product adoption.

Onboarding KPIs 78

Onboarding KPIs Data Visualization Analytic Tools Customer Experience 78

Userpilot

JUNE 16, 2024

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.

Onboarding KPIs 74

Onboarding KPIs User Testing Customer Experience Customer Feedback 74

Userpilot

JUNE 3, 2022

Giving users a great first impression is critically important, so defining an effective SaaS onboarding funnel has got to be a priority for any product manager. In this article, we’re going to dig deep into the world of customer onboarding. Next, you’ll want to analyze how your onboarding funnel is working.

Analytic Tools 82

Analytic Tools Onboarding KPIs Research Software Feedback Software 82

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 82

Onboarding KPIs User Testing Customer Experience Customer Feedback 82

Userpilot

SEPTEMBER 10, 2024

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.

Data Visualization 97

Data Visualization Analytic Tools Feedback Software Product Research 97

Userpilot

JULY 25, 2022

Customer onboarding challenges are something every SaaS owner or product manager will face at some stage of their career. Because onboarding is such an important area to get right, it’s critical to have a framework (and the tools) to overcome them. Another challenge is low feature adoption (a pattern of user behavior).

Feedback Software 80

Feedback Software Onboarding KPIs Analytic Tools User Testing 80