Discover the Best SaaS Resources on SaaS Hub

SaaS Resources

  • Model your SaaS growth with Scenarios

    What would happen if you reduced churn by 20%? Raised prices by 10%? Doubled your free trial volume? With ChartMogul’s new Scenarios feature, you can explore how key business decisions might impact ARR and subscriber count. What are Scenarios? SaaS founders and revenue leaders are constantly thinking “what if?” What if we reduce churn by …

  • Sync SaaS metrics to HubSpot Companies

    You can now automatically sync key subscription data from ChartMogul including MRR, customer status, billing cycles, and more, directly to Company records in HubSpot.  That means your sales, marketing, and success teams can now access rich subscription data right where they need it, without switching tools, tabs, or context. What can you do with the …

  • Should founders care about startup branding?

    Startup branding isn’t just for later-stage companies with big budgets. It’s something early-stage startups can (and should) care about from day one. The reason is simple: you already have a brand. The question is whether you’re shaping it on purpose. So, a better question would be:  Why should early-stage startups care about branding? Branding happens, …

  • More control, 90% less CDP spend: why we moved from Segment to Jitsu

    A few months ago, I was reviewing our RevOps budget when one line item jumped out: our Customer Data Platform (CDP) spend. It hadn’t changed in over a year, but our use of the platform had. That moment kicked off a deeper audit of our tracking stack and led to one of our most impactful …

  • Chat with your revenue data: ChartMogul’s experimental MCP server

    AI is quickly becoming the new interface of the internet, not just for finding information, but for getting things done.  So what if you could also chat with your SaaS metrics?  Today, we’re releasing an experimental ChartMogul MCP server that makes this possible. It lets you connect your ChartMogul account to AI tools that support …

  • How we run customer onboarding at ChartMogul + a SaaS customer onboarding template

    When you think about SaaS onboarding, what comes to mind? Scores of help docs and maybe a few automated emails? In reality, onboarding requires significantly more human effort than most people realize. I’m the Director of Onboarding here at ChartMogul, and over the years, I’ve seen what works, what doesn’t, and all the in-between. This …

  • 5 stops, 5 lessons: what we learned from a season of SaaS events

    This spring, we packed our bags and hit the road. ChartMogul’s goals for the start of the 2025 event season were simple. Spend time with customers. Listen more than we talk. Learn what’s shaping SaaS teams today. And walk away better informed; not just about trends, but about the people and ideas behind them. We …

  • Transform customer data with AI-powered enrichment

    We’re excited to bring AI-based enrichment to every ChartMogul customer, across both CRM and Subscription Analytics. Late last year, we quietly rolled out an AI-powered enrichment feature to a small group of customers. What began as an internal tool to enhance our own customer data quickly evolved into something much more impactful. Thanks to valuable …

  • How we reduced Snowflake costs by 70%: a practical optimization guide

    Snowflake is a powerful data platform known for its scalability and ease of use, but its consumption-based pricing requires careful cost management. Without active monitoring and optimization, usage can grow unpredictably and lead to substantial expenses. In a previous post, we shared how our modern data stack enables analysts to build visualizations, deliver customer insights, …

    • Is ChatGPT Really Powered by Google? 118,931 Fan-Out Queries Analyzed

      However, over the past months, some SEOs discovered that ChatGPT may have secretly pivoted to using Google instead. These were all one-off experiments. So, I wondered if it was possible for us to find out the ‘truth’ using data instead.…Read more ›

    • Generative Engine Optimization: Growth Strategies and Metrics For the AI Era

      As AI tools become more common, they’re changing how people search, delivering direct, personalized answers, often without sending users to other websites. That means digital marketing is shifting—from chasing clicks to building brand visibility and trust right inside the AI’s…Read more ›

    • Search Everywhere Optimization: 5 Places to Optimize Beyond Google

      And here’s the thing: they’re not just looking on Google anymore. People are turning to TikTok for product suggestions, digging through Reddit for brutally honest reviews, and asking ChatGPT for personalized shopping lists and recommendations—often in the middle of conversations…Read more ›

    • The Genius Marketing Strategy in Ryan Trahan’s 50 States Challenge

      Ahrefs’ Community Manager, Michelle Lindner, shared Ryan Trahan’s “50 States Challenge” in our #Marketing Slack channel after watching it with her kids. She thought it showed some awesome examples of unconventional marketing—and we agreed. One brand stood out so strongly…Read more ›

    • The Great Diversification: How 8 Companies Are Evolving Their SEO Strategies

      You’ve probably heard that Google’s AI search features are tanking organic traffic. In April, we reported that click-through rates dropped by 35% across 300,000 keywords. Now, a Pew Research study has revealed that just 1% of articles cited in AI…Read more ›

    • How to Detect AI-Generated Content

      With the rapid growth of generative AI, businesses, educators, and publishers are asking a critical question: how can we tell what’s written by humans and what’s produced by machines? The answer: it’s possible, but not foolproof. Here’s how to approach…Read more ›

    • Only 12% of AI Cited URLs Rank in Google’s Top 10 for the Original Prompt

      Perplexity is the outlier: nearly 1 in 3 of its citations point to pages that rank in the top 10 for the target query. We analyzed four AI assistants—ChatGPT, Gemini, Copilot, and Perplexity—to measure how often the URLs they cite…Read more ›

    • My Complete AI Content Process for Ahrefs

      I’ll be honest: there are parts of my job that I don’t like. Writing my 500th article on content gap analysis because we found a new long-tail keyword to target. Listing out the features of 30 free SEO tools for…Read more ›

    • How to Track Website Metrics With One Free, Privacy-Friendly Tool

      So, to clear up the confusion, I’ll show you the key metrics that really matter, explain how to make sense of them, and show you how to do it all with one free, privacy-friendly tool that’s ready for the AI…Read more ›

    • LeadsBlue Review: Targeted B2B & B2C Email Leads Provider

      LeadsBlue is an email leads list provider promising “100% highly targeted” B2B and B2C contact lists. Its website boasts 3+ billion records, covering 500+ industries/categories across 140+ countries. In this review, we’ll break down what LeadsBlue offers – its features, pricing, pros/cons – and show how to use its lists effectively. You’ll learn whether LeadsBlue

    • LimoFlow Review 2025: Pricing, Features & Comparison

      Managing a limousine or chauffeur service means juggling reservations, dispatching drivers, tracking vehicles, and marketing your business—all at once. Traditional methods (or patching together generic apps) often fall short in today’s fast-paced, digital world. This is where LimoFlow comes in. LimoFlow is an all-in-one cloud-based platform that combines a powerful limo booking system with automated

    • Best AI Voice Agents for Sales and Customer Service: Plura vs Retell vs Vapi (2025 Guide)

      Imagine never missing a customer call or follow-up, even after hours. What if an intelligent agent could answer common questions or reach out to new leads at 3 AM, giving your team a break? This isn’t sci-fi – it’s exactly what modern AI voice agents for sales and customer service are doing for businesses today.

    • Affordable Link-Building Packages Compared: A SaaS Founder’s Guide to Getting Quality Backlinks for ≤ $1.5 K a Month

      Why “affordable” link packages tempt (and trick) SaaS founders Affordable link packages promise “50 backlinks for $500,” and to a lean SaaS team that sounds like instant authority—higher rankings, more demos, easy win. Reality check: most bargain bundles rely on thin blog networks that Google’s SpamBrain now ignores [1]. Pay for spam, lose the cash,

    • How Intelligent Agent Systems Are Reshaping EHR Software for Medical Practices

      For years, electronic health records (EHRs) have been a source of both progress and frustration in the healthcare industry. While they’ve improved access to patient data and compliance documentation, many providers still find them clunky, time-consuming, and disruptive to patient care. But that’s changing—fast. Thanks to a new generation of intelligent agent systems, EHR software

    • Best Practice Management Tools for Private Clinics in 2025

      Running a private clinic in 2025 requires more than just great clinical care—it demands operational excellence. From managing appointments and documentation to navigating insurance complexities and staying compliant, today’s healthcare landscape calls for tools that go beyond basic administration. That’s where modern practice management tools come in. These platforms are evolving into comprehensive command centers

    • Top AI-Powered Billing Solutions Transforming Healthcare Revenue in 2025

      The pressure on healthcare organizations to remain profitable while delivering high-quality care has never been greater. Between rising operational costs, staffing shortages, and evolving payer policies, practice managers are searching for ways to do more with less. Enter AI-powered medical billing. In 2025, artificial intelligence isn’t just a buzzword—it’s a practical tool reshaping how providers

    • Using WP Location Finder to Create a Custom Branch Locator in WordPress

      Creating a custom branch locator on a WordPress website is now a necessity for businesses with multiple branches, dealerships, or service points. Customers want to find the nearest location quickly and easily, while businesses need to make sure the map displayed is brand-appropriate and easy to manage. One practical solution for creating a custom branch

    • Different Types of Software for Real Estate Businesses

      The real estate industry is undergoing a digital transformation. Agencies, brokers, property managers, and investors are embracing a variety of software tools to stay competitive and efficient. In fact, a recent survey found that at least 60% of real estate companies now invest between 1% and 5% of their revenue in digitalization. From managing client

      • How to Use HubSpot’s Native ABM Capabilities

        As B2B buying behavior rapidly evolves in the AI era, traditional lead-centric marketing strategies are no longer enough. To meet prospects where they are, and when they're ready, modern revenue teams are embracing Account-Based Marketing strategies that are powered by intent data, automation, and AI. The good news? HubSpot’s native ABM capabilities have advanced significantly, making it easier than ever to activate this strategy without relying on a patchwork of tools.

      • Demystifying ABM: Mapping Out Roles & Responsibilities

        Key Takeaways:  Lean marketing teams can launch ABM with the right mix of internal resources and external support, especially when roles are clearly defined. Successful ABM programs depend on cross-functional collaboration, spanning strategy, content, sales outreach, RevOps, and paid media execution. Successful ABM programs use a combination of first, second, and third party data to identify buying committee members and surrounding them with the right content, at the right time (think G2, 6sense, and HubSpot). Content can (and should) be repurposed in your ABM plays. Personalize by persona, job role, and lifecycle stage using existing assets, reducing the need to reinvent the wheel. Sales team involvement is essential for fast followup on engaged target accounts, aligning around shared messaging pillars, and providing the right outreach at the right times. Table of Contents: Lean Teams Can Launch ABM The Foundation: Know Who You're Targeting (and When They're Ready) Internal + External: Mapping Out Who Owns What ABM in Action: What it Actually Looks Like You Might Already Be Doing ABM Adopting an Account-Based Marketing (ABM) strategy can feel overwhelming, especially if you’re operating with a lean team or just beginning to dip your toes into more targeted go-to-market strategies. But the reality is, ABM isn’t reserved for enterprise giants with massive budgets, shiny technology, and dedicated teams. Rather, it's focused, strategic marketing built around the people most likely to buy from you. Plus, if you’re using HubSpot, you already have the right tools in your holster to support ABM. 

      • From Search to Generate: Understanding the Shift from SEO to GEO

        Table of Contents: Why GEO Matters Now SEO vs GEO: What's the Difference?  The Anatomy of GEO Preparing for a Zero-Click World FAQ about Generative Engine Optimization (GEO) In the age of AI, how people find and consume information is evolving fast. Traditional search engine optimization (SEO) helped businesses climb to the top of Google search results, but generative AI tools like ChatGPT, Claude, Perplexity, and Google's SGE (Search Generative Experience) are changing that dynamic.

      • How to Rebuild Your Go-to-Market Strategy for the AI-Driven B2B Buyer

        Key Takeaways AI is reshaping the B2B buyer journey: requiring new GTM frameworks, faster responses, and AI-powered personalization. Legacy inbound strategies have been disrupted. The old linear funnel no longer matches how today’s buyers research, evaluate, and decide. Buyers are self-directed, and increasingly AI-directed. They rely on summaries, dark social, influencer content, and predictive tools long before talking to sales. A new four-step framework is essential: Remap the journey, identify your gaps, configure your tools and data, and enable your culture. You don’t need to fix everything overnight. Start with your biggest gaps and scale strategically. The Next Wave of B2B Marketing Has Arrived The last 15 years in B2B marketing have been marked by transformation: from the dawn of inbound to the rise of RevOps, ABM, and intent data. Each wave demanded new strategies, tech stacks, and team structures.

      • Google AI Max for Search: What B2B Marketers (and Agencies) Need to Know

        Let’s be real–every couple of months, there’s a new AI-powered feature from Google promising to transform the way we run paid search. Most of the time, it’s either a rebrand of something we’ve already tested or an automation layer that trades control for scale. So when Google announced AI Max for Search during May’s Marketing Live, my first reaction was: “Cool name, but what’s actually different?”

      • Sales Hub Professional vs Sales Hub Enterprise: Understanding the Differences

        HubSpot’s evolution into an enterprise-grade CRM brings powerful new tools that help scaling companies coordinate complex sales motions—all while retaining the intuitive user experience that’s made HubSpot a favorite among go-to-market teams.

      • Lead Management 101: Qualification, Response Time, and Sales Readiness

        What is Lead Management?  Lead management is the structured process of identifying, nurturing, qualifying, and converting potential buyers into customers. For any scaling B2B business — especially those using HubSpot — a defined lead management strategy is vital to generating demand, streamlining operations, and ultimately closing more deals.

      • You’re Not Just Shopping for a CMS — You’re Building A Scalable Growth Engine

        If you’re fighting to launch a campaign, wrangling plugins, or leaning on developers for every page update, the issue isn’t your team — it’s your CMS.

      • AI Agents vs. AI Digital Assistants vs. LLMs: Understanding the Differences for Business Impact

        If you log onto LinkedIn on any given day, you’re likely to see a flood of buzzwords and bold claims about technology that's "going to change everything." Sometimes those predictions are right—but often, they fizzle. With AI evolving at breakneck speed, even the most tech-savvy professionals can get tripped up by a rapidly expanding vocabulary. Terms like AI Agents, Digital Assistants, and LLMs (Large Language Models, such as GPTs) are often used interchangeably, but they represent distinct tools with very different capabilities—and very real implications for how businesses operate today.

      • SaaS is in the past. The future belongs to agents, says Narada AI’s CEO.

        “SaaS is going away,” said Dave Park, co-founder and CEO of Narada AI. The company is betting big on a different future for enterprise software, one powered by agentic AI. Change is coming “in the not-too-distant future,” Park said on Equity, TechCrunch’s flagship podcast. “The typical knowledge worker today deals with anywhere from 17 to

      • Aletiq secures $6.5M for its SaaS tool focused on product lifecycle management

        Aletiq raised a €6 million funding round led by Point Nine a few months ago (around $6.5 million at current exchange rates). The French startup is announcing the funding round today. Aletiq has been developing product lifecycle management (PLM) software for manufacturing industrial companies working in aerospace, automotive, electronics, luxury, and more. When you think

      • SmartSuite raises $38M to be the final word on enterprise collaboration

        Three founders who built out one of the bigger startups in risk management are scaling a new company to take on another pain point in the world of work. SmartSuite‘s platform lets teams collaborate on projects, build automations around that work, and search and access work across larger libraries of data spanning a disparate number

      • Comstruct raises $13M to simplify the procurement process for construction firms

        When you think about platforms in the construction industry, chances are the concrete slabs designed to support steel beams and tall pillars will come first to your mind. Munich-based startup Comstruct wants to design a different kind of platform for the construction industry — a software platform. At its core, Comstruct is a procurement platform for

      • Nelly raises $51M to digitalize medical practices across Europe

        Nelly wants to become the biggest fintech startup in the healthcare industry. The Berlin-based startup is already working with more than 1,200 medical practices in a handful of European countries. But there are thousands more that could benefit from an upgrade for their administrative workflows. That’s why Nelly recently raised €50 million in funding (around

      • Bench shuts down, leaving thousands of businesses without access to accounting and tax docs

        Bench, a Canada-based accounting startup that offered software-as-a-service for small and medium-sized businesses, has abruptly shut down, according to a notice posted on its website.   “We regret to inform you that as of December 27, 2024, the Bench platform will no longer be accessible,” the notice reads. “We know this news is abrupt and may

      • Hauler Hero wants to bring waste-management software into the 21st century

        After nearly four years of working in sales at tradesperson software company ServiceTitan, Mark Hoadley (pictured above) was looking for a change and to potentially start something of his own in a similar industry. Hoadley’s brother-in-law and now co-founder, Ben Sikma, was working on M&A in the waste-management space at the time. Sikma discovered how

      • Nuon helps companies deploy their software into their customers’ cloud accounts

        Jon Morehouse launched PowerTools in 2019 to help companies ship static sites and serverless apps to their cloud accounts on providers like AWS and Azure. When a customer asked him if they could use PowerTools to deploy their software into one of their customer’s cloud accounts, Morehouse was skeptical. Morehouse told TechCrunch that after that

      • Stigg makes it easy to change your SaaS pricing

        Stigg (not The Stig, just Stigg) describes itself as “the first scalable monetization platform for the modern billing stack.” There’s a lot going on in that sentence, but what it comes down to is that the startup, which on Wednesday announced a $17.5 million Series A round, helps SaaS companies model pricing, create pricing pages,

      • Are Free Megaways Slots in Sweepstakes Casinos Fair and Random?

        Free Megaways slots in sweepstakes casinos are gaining traction fast, thanks to their unpredictable reels and flashy design. But behind the visuals, what really matters is how the games run—fairness and randomness aren’t just buzzwords here, they’re the core of how these platforms are built. How Megaways Slots Actually Work Megaways slots ... Read more The post Are Free Megaways Slots in Sweepstakes Casinos Fair and Random? first appeared on SaaS Metrics.

      • What is the Digital Infrastructure Driving SaaS Growth and Innovation?

        The Software as a Service (SaaS) industry has become a cornerstone of the modern digital economy. From cloud-based collaboration tools to AI-driven analytics platforms, SaaS products empower businesses and individuals to work smarter, faster, and more efficiently. However, the rapid growth and continuous innovation in this sector depend on one critical factor: ... Read more The post What is the Digital Infrastructure Driving SaaS Growth and Innovation? first appeared on SaaS Metrics.

      • Inside the Mind of a Trader: How They Work and What They Bet On

        When people hear tradesignal, they often imagine flashing charts, rapid clicks, and high-stakes decisions flying across a screen. But pause for a moment and look beyond the surface. Trading is about learning to read patterns like a second language, managing risk with surgical precision, and placing carefully calculated bets on where the ... Read more The post Inside the Mind of a Trader: How They Work and What They Bet On first appeared on SaaS Metrics.

      • Custom Design Website in Malaysia: Why It Matters More Than Ever in 2025

        In today’s hyper-digital economy, having a sleek website isn’t just a branding bonus, it’s a survival strategy. Businesses that want to stay competitive, especially in high-growth Southeast Asian markets, need websites that do more than just look good. That’s why demand for tailored solutions like Web Design Johor Bahru has surged among ... Read more The post Custom Design Website in Malaysia: Why It Matters More Than Ever in 2025 first appeared on SaaS Metrics.

      • Data Governance: The Hidden Backbone of Scalable SaaS Operations

        In today’s data-driven business landscape, scaling a SaaS operation involves more than shipping features and acquiring users. Under the hood, one discipline plays a quiet yet critical role in enabling growth, maintaining customer trust, and avoiding legal landmines: data governance. While terms like “growth hacking” and “machine learning” dominate headlines, data governance ... Read more The post Data Governance: The Hidden Backbone of Scalable SaaS Operations first appeared on SaaS Metrics.

      • DFW SaaS Meetups & Community Resources Everyone Should Know

        DFW SaaS connects over 500 local SaaS leaders through monthly events that deliver industry insights and strategic networking opportunities. As part of the SaaStock Local network, you’ll gain access to global resources while maintaining a local focus.  You can sign up on their website to receive event updates, contribute as a speaker, ... Read more The post DFW SaaS Meetups & Community Resources Everyone Should Know first appeared on SaaS Metrics.

      • Scale Smarter with Kubernetes: A SaaS Platform for Growth

        For SaaS companies, growth is both a goal and a technical challenge. As user bases expand and demand surges, platforms must deliver consistent performance, rapid feature releases, and bulletproof reliability, without compromising cost control or developer agility. However, many organizations quickly discover that their existing infrastructure cannot keep pace. Traditional scaling methods ... Read more The post Scale Smarter with Kubernetes: A SaaS Platform for Growth first appeared on SaaS Metrics.

      • Preloading and Lazy Loading Content Blocks in Decoupled Architectures

        Performance is key in today’s web. With users expecting a lot from online experiences, web developers need to find a balance to maintain speed and usability with rapid rendering. Two options, for example, for decoupled developers since they have extra control over when/what loads compared to a static build are preloading and ... Read more The post Preloading and Lazy Loading Content Blocks in Decoupled Architectures first appeared on SaaS Metrics.

      • How Automotive Dealerships Can Boost Customer Retention with Loyalty Programs in 2025

        As competition in the automotive industry intensifies, customer retention has become just as critical as customer acquisition. In 2025, forward-thinking dealerships recognize that cultivating lasting relationships with existing customers through strategic loyalty programs is essential for sustained success. Loyalty programs not only enhance repeat business and customer satisfaction but also encourage valuable ... Read more The post How Automotive Dealerships Can Boost Customer Retention with Loyalty Programs in 2025 first appeared on SaaS Metrics.

      • How to Find Hyper-Specific Audiences with SparkToro’s New AI Features

        It’s time we pulled back the curtain on one of SparkToro’s newest superpowers: Conversational Queries (a.k.a. audience descriptions), powered by AI. Instead of analyzing specified-parameter audiences like “Wix.com visitors” or “people with architect in their bio,” you can now zero in on groups as broad or specific as you like — small law firms seeking to improve their websites or…

      • The One Question I Ask to Know If an Agency Will Be Worth It

        Every now and then a career “L” seeps its way into my subconscious, usually at about 11:05pm when I’m about to fall asleep. One of those recurring thoughts is when I had an awful time working with a marketing agency. I can blame them all I want. But for whatever faults they had, I have to admit I’m culpable too. …

      • Care to Comment? Why, Yes, I Do: How to Get Quoted in the Press

        It’s always, “How do we get mentioned by ChatGPT?!” and not, “How can we be worth mentioning by ChatGPT?” Fortunately, this blog post is your guide to bridging that gap. Journalism is now the most cited source in AI-generated responses to current event queries, according to a new report by Muck Rack. And well more than half of websites receive…

      • The Case for Zero-Click Content in a Zero-Trust Ecosystem

        There’s a reason zero-click content has taken over your feed, your marketing strategy, and increasingly, your job description. It’s not just because it performs better (although yeah, that is part of it). It’s because it’s the only reliable path forward in a digital ecosystem that’s hoarding traffic and eroding trust. Welcome to the Zero-Trust Internet Today’s platforms will crush your…

      • SparkToro’s New Graph Visualizations Make Copy/Paste/Present Easy as Pie

        Starting today, there are customizable graph visuals in almost every section of SparkToro’s reports. Because why the heck should you have to be an Excel visualization expert on top of the 500 other things your boss/team/client expects of you? Friends, we’ve got your back. When you need to make the case for an investment in a particular social channel you…

      • Exactly What to Measure with Lift Based Marketing Investments

        How do you earn budget if attribution is dead and traffic is vanity metric? Lift-based experimentation. That’s when, rather than try to assign a weight to every potential channel or tactic you (or an algorithm) think contributed to a particular conversion, you measure the lift in conversions that happen after a particular tactic or channel begins. Weirdly, it’s less precise,…

      • In a Zero-Click World, Traffic is a Terrible Goal

        60% of marketers say their top goal for the next 12 months is “increasing traffic.” And 59% say their primary KPI is… also traffic. To all those folks, I say: you’re about to have a terrible, horrible, no-good year. The Internet is sending less traffic. Period. That’s a provable fact, and it’s true for every source of referral traffic —…

      • How to Use SparkToro + LLMs to Do Marketing Magic

        Most folks who follow me know I’m a bit of a late adopter and skeptic of AI. Yes, it can do some impressive things that takes humans a long, painful amount of time to replicate. But, they’re also stereotype machines whose reasoning and capabilities, especially in the creative and novel needs that marketing demands, isn’t replacing even 1% of jobs…

      • “AI will replace all the jobs!” Is Just Tech Execs Doing Marketing

        Over the weekend, I went digging for evidence that AI can, will, or has replaced a large percent of jobs. It doesn’t exist. Worse than that, actually, there’s hundreds of years of evidence and sophisticated analyses from hundreds of sources showing the opposite is true: AI will almost certainly create more jobs than it displaces, just like thousands of remarkable…

        • 16 Exceptional Benefits of Change Management and How to Implement Key Components

          Photo Attribution: fatmawati achmad zaenuri/Shutterstock.com Most businesses probably realize that change is constant. The question is then, how can these changes be planned for and guided through as smoothly as possible. Well-planned change management strategies can help lower the possibility of difficulties and help bring about streamlined transitions. [More]

        • 30 Excellent Customer Service Values with Examples and Strategies for Developing Your Own

          Photo Attribution: eamesBot/Shutterstock.com At the center of outstanding customer service lie core values that guide interactions with customers and shape the overall service experience. [More]

        • Comprehensive Guide to IT Redundancy and Why It is Essential

          Photo Attribution: elenabsl/Shutterstock.com Most businesses today have become critically dependent on IT systems and their availability. Without systems to provide redundancy and backups, IT downtime could prove very expensive. Large organizations can be looking at costs of up to $1-5 million per hour in the event of system-wide outages. This doesn't include potential penalties or legal fees in case of data breach or otherwise. [More]

        • Top 20 Customer Pain Points with Examples and Solutions

          Photo Attribution: inspiring.team/Shutterstock.com Discovering and addressing customer pain points is essential for any business aiming to excel in customer satisfaction and retention. These pain points include the difficulties and frustrations customers encounter when engaging with products or services. These can directly influence their overall experience and perception of a brand. [More]

        • CX Technology Fully Explained with 18 Innovative Examples

          Photo Attribution: Grinbox/Shutterstock.com Customer expectations continue to change as technology changes. They expect more from businesses. But businesses have the opportunity to meet those demands, and set themselves apart from competitors. [More]

        • 16 Innovative Ways to Use Blockchain in Customer Service

          Photo Attribution: Tun_Thanakorn/Shutterstock.com Technology is shaping customer experiences and brand loyalty. As businesses strive to meet changing consumer expectations, blockchain technology emerges as a powerful tool to support this. [More]

        • 15 Cutting-Edge Ideas for Improving Customer Service in 2024

          Photo Attribution: Creativa Images/Shutterstock.com The world of customer service is constantly evolving, especially given modern technology. With this comes changing consumer expectations. Then, innovation becomes paramount. In 2024, technology, data, and customer-centric strategies converge to shape how organizations approach customer service. [More]

        • The Complete Guide to Customer Service Knowledge Management

          Photo Attribution: 365daysStudios/Shutterstock.com Customer Service Knowledge Management is essential to the smooth operation of any customer service, Customer Experience (CX), sales and account management teams. [More]

        • Automated Self-Service: Fully Explained and 31 Best-Practice Do's and Don'ts

          Photo Attribution: VectorMine/Shutterstock.com Automated Self-Service is quickly becoming necessary for streamlining support processes, enhancing efficiency, and empowering both end-users and support personnel. Unlike traditional support models which rely heavily on human intervention, it uses the latest technologies and predefined workflows to enable users to resolve issues, access resources, and perform tasks autonomously. [More]

            • Google Analytics Dashboards: How to Build, Customize & Use Them

              Digging out all the important website data from Google Analytics 4 can be challenging if you don’t know what to look for or how to... The post Google Analytics Dashboards: How to Build, Customize & Use Them appeared first on The Daily Egg.

            • How To Create a Website Funnel That Converts + Examples

              Your website has a funnel, whether you have built it purposefully, or not.  The question is: how well is your funnel working to convert casual... The post How To Create a Website Funnel That Converts + Examples appeared first on The Daily Egg.

            • What Worked: 5 Conversion Rate Optimization Case Studies

              The best conversion rate optimization (CRO) case studies are rich with detail about the research and strategy.  The least useful studies are beyond belief, no... The post What Worked: 5 Conversion Rate Optimization Case Studies appeared first on The Daily Egg.

            • New on Crazy Egg: Automatically read Top Insights on trends in your Web Analytics

              So you’ve connected Web Analytics to your website, collecting data on visitor traffic. How do you read that data, and what should you do next... The post New on Crazy Egg: Automatically read Top Insights on trends in your Web Analytics appeared first on The Daily Egg.

            • NEW: Web Analytics — Traffic reports without the configuration or confusing report navigation

              We got sick of trying to use Google Analytics 4 for most traffic reporting, like many of you. It takes too much time and effort... The post NEW: Web Analytics — Traffic reports without the configuration or confusing report navigation appeared first on The Daily Egg.

            • Microsoft Clarity vs. Hotjar: Each Tool’s True Strengths

              Microsoft Clarity and Hotjar both offer heatmaps, session recordings, and analytics to help you understand how people interact with your website.  Microsoft Clarity is better... The post Microsoft Clarity vs. Hotjar: Each Tool’s True Strengths appeared first on The Daily Egg.

            • Ecommerce Copywriting: The Complete Guide to Selling More Today

              Outstanding ecommerce copywriting can propel your brand through the noise of today’s highly competitive environment. On the flip side, a poorly done ecommerce copy can... The post Ecommerce Copywriting: The Complete Guide to Selling More Today appeared first on The Daily Egg.

            • How to Get The Most Upsells Without Angering Your Customers

              Deploying the right upselling tactics during an active purchase can boost revenue, improve your brand’s reputation, and build customer trust. On the flip side, failing... The post How to Get The Most Upsells Without Angering Your Customers appeared first on The Daily Egg.

            • Free-to-Paid Conversion Rates Explained

               What’s the benchmark tossed around out there for a free-to-paid conversion rate? How far calculation methodologies can accurately take your numbers? And where might exist... The post Free-to-Paid Conversion Rates Explained appeared first on The Daily Egg.

                  • How Paul Abel Cut Headcount by 75%, Quadrupled Revenue, and Scaled Compliance with Process Street

                    Elite Business Ventures (EBV) was a high-volume compliance and safety solutions provider with over 65 employees and millions in annual revenue. Known for brands like OSHA4Less, EBV served tens of thousands of customers in regulated industries across the United States. The post How Paul Abel Cut Headcount by 75%, Quadrupled Revenue, and Scaled Compliance with Process Street first appeared on Process Street | Compliance Operations Platform.

                  • Christian Marketing Case Study: 54% Higher Email Engagement & 150% More Event Attendees

                    At Teach 4 the Heart, a fast-growing professional development provider for Christian educators, scaling operations meant finding a better way to manage daily tasks, email campaigns, and large-scale events like the Rise Up Summit. The team was outgrowing Trello. Marketing performance had plateaued. And coordinating external sponsors and team members felt increasingly chaotic. How did The post Christian Marketing Case Study: 54% Higher Email Engagement & 150% More Event Attendees first appeared on Process Street | Compliance Operations Platform.

                  • Avon Healthcare Slashed Admin Delays by 30%

                    In healthcare, every delay has consequences. When processes break down, patients wait, clinicians burn out, and treatments stall. Globally, nearly 25% of a clinician’s workday is swallowed by admin, not care. And 30–40% of treatment delays can be traced back to outdated, manual workflows. The post Avon Healthcare Slashed Admin Delays by 30% first appeared on Process Street | Compliance Operations Platform.

                  • How to Crush Your Next Joint Commission Audit Without Burnout

                    If your Joint Commission audits feel like a fire drill, you probably have a workflow problem. The post How to Crush Your Next Joint Commission Audit Without Burnout first appeared on Process Street | Compliance Operations Platform.

                  • Calderys’ Blueprint for Faster, Smarter Global SAP Workflows

                    Calderys, a global leader in high-temperature refractory solutions, supplies critical materials to industries like steel, cement, and petrochemicals. With operations across Europe, the Americas, and Asia—including the UAE—the company supports extreme industrial environments with tailored, high-performance products. The post Calderys’ Blueprint for Faster, Smarter Global SAP Workflows first appeared on Process Street | Compliance Operations Platform.

                  • CRMs Failed Them, So Atlas Fiduciary Automated Their Way to Success

                    Discover how Atlas Fiduciary Financial used Process Street to automate workflows, reduce errors by 85%, and boost compliance and efficiency. The post CRMs Failed Them, So Atlas Fiduciary Automated Their Way to Success first appeared on Process Street | Compliance Operations Platform.

                  • From 1 Week to 1 Day: 1818 Venture Capital’s New Spin on Intern Onboarding

                    Managing investments in tech startups demands precision. With a portfolio spanning 30 companies, including notable investments like Currensea, Willo, and Sidekick, and 12 successful exits under its belt, 1818 Venture Capital (eighteen-eighteen) was no stranger to pressure. Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents, The post From 1 Week to 1 Day: 1818 Venture Capital’s New Spin on Intern Onboarding first appeared on Process Street | Compliance Operations Platform.

                  • Setting Expectations: The Key to a Successful Employee Onboarding Experience with Caroline Yost

                    Onboarding isn’t just about introductions and paperwork—it’s about ensuring new hires feel equipped and engaged from day one. In this episode of the Employee Onboarding Podcast, Erin Rice speaks with HR expert Caroline Yost about the one thing most onboarding processes get wrong: a lack of clear expectations. The post Setting Expectations: The Key to a Successful Employee Onboarding Experience with Caroline Yost first appeared on Process Street | Compliance Operations Platform.

                  • The Secret to Meaningful Employee Onboarding with Jen Bergren

                    In this episode of the Employee Onboarding Podcast, Jen shares insights from her research and experience on why successful onboarding is about fostering relationships, confidence, and belonging from day one. The post The Secret to Meaningful Employee Onboarding with Jen Bergren first appeared on Process Street | Compliance Operations Platform.

                  • SaaS Valuation Multiples: Understanding the New Normal

                    This post examines the distribution of SaaS company ARR multiples at various points in time. We find that both the overall spread of the multiples, and the “shape” of that spread, have varied distinctly over time, in ways that correspond to different phases of the industry’s lifecycle. While SaaS valuations in 2025, on average, have returned to the “low normal” level seen in 2016-2017, today the highs are higher, the lows are lower, and the “long tail” stretches to the right.  It’s a “rich get richer” valuation environment, and merely being a SaaS company is no longer a ticket to premium ARR multiples. The post SaaS Valuation Multiples: Understanding the New Normal appeared first on SaaS Capital.

                  • 2025 Revenue Per Employee Benchmarks for Private SaaS Companies

                    A common metric by which SaaS companies track their performance is annual recurring revenue (ARR) per employee. This 2025 update explores the median ARR per employee broken down by company size and funding type, equity-backed or bootstrapped. The post 2025 Revenue Per Employee Benchmarks for Private SaaS Companies appeared first on SaaS Capital.

                  • Back to Normal: Section 174 Finally Fixed

                    The U.S. government has “fixed” Section 174 as of July 4, 2025, reversing the rule that forced companies to capitalize software development costs from 2022–2024. This update could have meaningful cash implications for SaaS businesses that paid income taxes or hope to qualify for QSBS treatment at exit. The blog breaks down the changes with a choose-your-own-adventure format to help founders quickly assess what, if anything, they need to do. The post Back to Normal: Section 174 Finally Fixed appeared first on SaaS Capital.

                  • How SaaS Companies Should Report Multi-Year Contract Value on the Balance Sheet

                    It is okay to record total contract value as Deferred Revenue to keep track of future invoices, especially for companies that do not use a contract management tool. However, this should be done for internal tracking purposes only and it should not impact reporting on the Balance Sheet.  That said, for SaaS companies with even slightly complicated contracts, we highly recommend a subscription revenue management platform. The post How SaaS Companies Should Report Multi-Year Contract Value on the Balance Sheet appeared first on SaaS Capital.

                  • What is the Average Deal Size for Private SaaS Companies?

                    While there’s no shortage of data on public SaaS companies thanks to their reporting requirements, those benchmarks often don’t reflect the reality of smaller, private businesses. Public company metrics tend to skew higher due to scale, funding, and market position. To provide more relevant benchmarks, SaaS Capital conducts an annual survey focused solely on private, B2B SaaS companies. Our 14th annual report includes data from over 1,000 respondents and highlights key trends in Annual Contract Value (ACV) across company sizes, retention levels, and funding types. The post What is the Average Deal Size for Private SaaS Companies? appeared first on SaaS Capital.

                  • Breaking Down Committed Credit Facilities for B2B SaaS

                    If you’re newer to committed credit facilities, here’s a quick breakdown of how we typically structure them for SaaS companies. It’s not a one-size-fits-all model, but there are some consistent features that make the approach flexible and scalable for recurring revenue businesses. The post Breaking Down Committed Credit Facilities for B2B SaaS appeared first on SaaS Capital.

                  • AI Adoption Among Private SaaS Companies and Its Impacts on Spending and Profitability

                    Since the launch of ChatGPT in late 2022, AI has dominated both discourse and funding dollars in the SaaS industry. With opinions ranging from existential threat to limitless opportunity, we were keen to extend our annual survey to cover several questions on AI in order to glean just how it is being incorporated by private SaaS companies and what the impact has been to date on spend. The post AI Adoption Among Private SaaS Companies and Its Impacts on Spending and Profitability appeared first on SaaS Capital.

                  • 2025 Benchmarking Metrics for Bootstrapped SaaS Companies

                    SaaS Capital works with both VC-backed and bootstrapped SaaS companies and has seen the advantages of both approaches. However, one situation that is especially interesting is bootstrapped SaaS companies with $3M to $20M in Annualized Run Rate Revenue (ARR). Growing from a pre-revenue startup to $3M (scale-up phase) marks a significant shift and bootstrapping from $3M to $20M creates enormous value for owners. To help support bootstrappers during their scale-up, we wanted to focus on 2025 benchmarking metrics for scale-up stage bootstrapped SaaS companies. The post 2025 Benchmarking Metrics for Bootstrapped SaaS Companies appeared first on SaaS Capital.

                  • GRRumbling About Retention Metrics, or, Pitfalls in Measuring SaaS Churn

                    Revenue retention – whether Gross Revenue Retention (GRR) or Net Revenue Retention (NRR) – is the most prominent SaaS-specific metric in our industry. At its best, retention can quickly paint a picture of the health of a SaaS company and give a useful view of both relative and absolute performance. A major goal with SaaS retention calculations is for you and outside stakeholders to be able to compare your performance meaningfully with other comparables. The post GRRumbling About Retention Metrics, or, Pitfalls in Measuring SaaS Churn appeared first on SaaS Capital.

                  • Smart Conversations by Ian Howells: A Must-Read Book on Where B2B Marketing Strategy Meets Generative AI

                    I first met Ian Howells in London long ago, as fellow footsoldiers in the early relational database wars. While you had to be pretty technical to do product marketing in those days, Ian was technical with a capital T, having … Continue reading → The post Smart Conversations by Ian Howells: A Must-Read Book on Where B2B Marketing Strategy Meets Generative AI appeared first on Kellblog.

                  • Aligning Product and Go-To-Market with Metrics

                    My fellow Balderton Capital EIR Dan Teodosiu and I recently published an article on aligning product and go-to-market teams using metrics, specifically customer-value metrics. In this post, I’ll talk a bit about the article and how we came to write … Continue reading → The post Aligning Product and Go-To-Market with Metrics appeared first on Kellblog.

                  • Navigating the Mythical Sea of Sameness

                    Every day I hear more and more about the “sea of sameness” from founders, CEOs, CROs, and CMOs.  The dialog goes something like this: I believe the first four statements are largely true, though I might challenge statement two.  But … Continue reading → The post Navigating the Mythical Sea of Sameness appeared first on Kellblog.

                  • The First Rule of Messaging: When in Doubt, Be Clear

                    [Cross-posted from LinkedIn, see note.] <rant> I can’t tell you the number of times I applied this rule when I ran marketing from $30M to $1B at Business Objects back in the day. It’s 1:00 AM, I’m doing final edits … Continue reading → The post The First Rule of Messaging: When in Doubt, Be Clear appeared first on Kellblog.

                  • Who To Hire As The First Salesperson In Your Startup

                    This is going to sound difficult and run contrary to the industry conventional wisdom, but bear with me. When a B2B SaaS startup is hiring their first salesperson, I think they should look for someone who: Is a dyed-in-the-wool seller … Continue reading → The post Who To Hire As The First Salesperson In Your Startup appeared first on Kellblog.

                  • How AI Is Transforming SaaS Contract Management

                    When I founded Concord nearly a decade ago, the contract management landscape was clear-cut and siloed: legal owned contracts, period. Today, that reality has been completely upended — and nowhere is the shift more visible than in AI SaaS contract management, where finance and ops teams are stepping into roles once exclusive to legal. This The post How AI Is Transforming SaaS Contract Management appeared first on SaaS Mag.

                  • How to Build a Regulatory SaaS with Broad Applications

                    The regulatory landscape is a maze of evolving requirements, tight deadlines and intricate state and federal mandates. For companies operating in regulated industries — whether in healthcare, insurance or finance — compliance isn’t just a box to check. It’s an essential part of doing business. However, the process can be time-consuming and prone to errors, The post How to Build a Regulatory SaaS with Broad Applications appeared first on SaaS Mag.

                  • Accelerating Time to Revenue in 2025: Why Most Fail

                    With Q1 well underway, businesses are now deep into executing their 2025 plans. For many CEOs and Boards, the priority this year is clear: reducing time to market and accelerating revenue generation. What Does Accelerating Time to Revenue Mean? From conversations with executives, there are various ways to define this: Broadly, these can be categorized The post Accelerating Time to Revenue in 2025: Why Most Fail appeared first on SaaS Mag.

                  • How Generative AI Disrupts SaaS

                    Remember when software-as-a-service (SaaS) was the Next Big Thing? In the event, it took more than four years for SaaS to reach a 2 percent market share in the global enterprise software market. The current Big Thing, generative artificial intelligence (gen AI) reached that level in about a year. Looking ahead, gen AI is primed The post How Generative AI Disrupts SaaS appeared first on SaaS Mag.

                  • Top 5 No-Code Platforms to Supercharge AI Automations

                    Looking to introduce powerful AI automations to your stack, but don’t have the right coding skills? Luckily, advancements in AI bring top-tier solutions that help you create your platforms faster. These are our top picks for no-code platforms that will have you building in minutes: Top 5 No-Code Platforms Make This platform allows seamless data The post Top 5 No-Code Platforms to Supercharge AI Automations appeared first on SaaS Mag.

                  • Workday’s Barbara Larson on Finance, SaaS & Employee Power

                    Workday‘s chief financial officer, Barbara Larson, knows a thing or two about what it takes to grow a successful SaaS business. With a broad finance background, she’s also got a technology edge to her. Combining her love for numbers and technology has paid off and its undoubtedly benefitted Workday. “Finance is something I was always The post Workday’s Barbara Larson on Finance, SaaS & Employee Power appeared first on SaaS Mag.

                  • SaaS Events Review: SuperReturn North America

                    Today’s Connections Shape Tomorrow’s investments SuperReturn North America 2024, one of the premier private equity and venture capital conferences in North America, was held from November 12-13, 2024, at the Marriott Marquis in Times Square, New York City. The event attracted over 900 attendees, including 300 Limited Partners (LPs) and 450 General Partners (GPs), and The post SaaS Events Review: SuperReturn North America appeared first on SaaS Mag.

                  • How Rob Walling Created a Thriving SaaS Community with MicroConf

                    When Rob Walling made his first foray into the SaaS universe, SaaS enthusiasts were on their own. In 2005, when Walling started blogging about SaaS and startup-building with a friend, he wasn’t sure exactly who he was writing for or whether anyone would care. But he was gratified to find that not only were people The post How Rob Walling Created a Thriving SaaS Community with MicroConf appeared first on SaaS Mag.

                  • Adam Tzagournis: The Future of (Financial) Modeling

                    Financial models are an important way of predicting a company’s future performance. By identifying key business drivers and making assumptions about how they will develop, you can create a picture of future revenues, expenses and more. While this may seem like a simple enough exercise, many business owners and CEOs struggle to create useful financial models.   To better understand how to create good financial models, The post Adam Tzagournis: The Future of (Financial) Modeling appeared first on SaaS Mag.

                    • SaaS Web Design Agencies you can work with in 2024

                      List of SaaS Web Design Agencies Choosing the right web design agency can make a significant impact on your business’s online success. For SaaS companies, finding an agency that understands the nuances of your industry is crucial. The following list highlights the best SaaS web design agencies for 2024, each offering unique skills and services. The post SaaS Web Design Agencies you can work with in 2024 appeared first on UserActive.

                    • 10 Best SaaS Design Agencies In 2024

                      List of top 10 SaaS Design Agencies This article provides you with a list of top 10 SaaS Design Agencies you should know in 2024. If you’re involved in the world of SaaS and you’re not familiar with these agencies yet, you should be! Among these 10 SaaS design agencies, you’ll find everything you need The post 10 Best SaaS Design Agencies In 2024 appeared first on UserActive.

                    • Increasing SaaS Sign Ups And Conversions With A UI Redesign

                      Peter spoke with John Wright, Co-founder of StatsDrone. StatsDrone is a B2B data analytics software tailored for the affiliate marketing sector, automating sales and commission tracking for webmasters while centralizing their data. John shared with Peter: The significant impact of redesigning StatsDrone on user perception and business growth, resulting in improved conversion rates and increased The post Increasing SaaS Sign Ups And Conversions With A UI Redesign appeared first on UserActive.

                    • 3 Pivotal Moments Bootstrapping To $2M ARR

                      Peter spoke with Justin Gerena, Co-Founder of SiteSwan. SiteSwan enables agencies, publishers, designers, and entrepreneurs to effortlessly create professional websites for small businesses within minutes, without the need for coding or technical skills. During their conversation, Justin discussed: Defining the Ideal Customer Profile (ICP).  Harnessing the power of sales tracking to leverage data for business The post 3 Pivotal Moments Bootstrapping To $2M ARR appeared first on UserActive.

                    • From UX Designer To SaaS Founder

                      Peter interviewed Gaurabh Mathure, Co-Founder of Tydy. Tydy, an Employee Data Platform, simplifies employee data and document management. It streamlines processes across HR, IT, and Vendor apps, ensuring a seamless, personalized experience for employees from onboarding to offboarding. Gaurabh discussed with Peter: Tydy’s role in streamlining data for an enhanced employee experience. His UX design The post From UX Designer To SaaS Founder appeared first on UserActive.

                    • Introduction To The SaaSiest Community

                      A few weeks ago, Peter talked to Thomas Sjöberg & Daniel Nackovski, the Co-Founders of SaaSiest. SaaSiest is a community-driven initiative aimed at fostering dialogue and knowledge exchange to empower European B2B SaaS professionals and companies. In this interview they share: Their experiences as co-founders of SaaSiest and their extensive roles in the SaaS industry. How the The post Introduction To The SaaSiest Community appeared first on UserActive.

                    • Creating Opportunities With SaaS Acquisitions

                      Peter spoke with Jarno van der Linden, Co-Founder of Wezoo. Wezoo is the ultimate flexible workspace solution, offering no subscriptions, on-demand access, and pay-per-use working. Expect to hear: The strategic focus on the supply side before addressing the buy side as a key to their success. Acquisitions have enhanced their technology and scalability in the The post Creating Opportunities With SaaS Acquisitions appeared first on UserActive.

                    • Why Your SaaS Needs a Product Design Agency

                      Introduction The success of a SaaS product is, in big part, determined by its design. An expert product design agency brings a unique blend of creativity, technical knowledged, and user empathy to the table, qualities that are key in designing SaaS products that stand out. Let’s look at why a product design agency is not The post Why Your SaaS Needs a Product Design Agency appeared first on UserActive.

                    • How a Product Design Agency Can Help Scale your SaaS

                      In the world of SaaS, scalability is not just a goal but a necessity for success. As SaaS products look to grow their user base and expand their service offerings, the role of product design becomes increasingly important. Product design agencies, with their specialized expertise and creativity, play a key role in this scenario, helping The post How a Product Design Agency Can Help Scale your SaaS appeared first on UserActive.

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