How to Onboard B2B SaaS Customers: The Complete 2026 Guide
B2B SaaS Onboarding
Lennart
June 2, 2026

How to Onboard B2B SaaS Customers: The Complete 2026 Guide

The complete 2026 guide to onboarding B2B SaaS customers – the five phases every onboarding moves through, how to build a repeatable process, the tools you actually need, the mistakes that kill momentum, and the metrics that prove it's working.

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5 Best Arrows Alternatives for Customer Onboarding (2026)
Arrows Alternatives
Lennart
June 2, 2026

5 Best Arrows Alternatives for Customer Onboarding (2026)

The five strongest Arrows alternatives for customer onboarding in 2026 – Valuecase (AI-native, deep in-Space features, MCP, from €59/mo), Dock, Rocketlane, GUIDEcx, and general-purpose tools – plus a quick framework for choosing the right fit.

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What Is Customer Onboarding Software? Definition, Features & Examples
Definition & Features
Lennart
June 1, 2026

What Is Customer Onboarding Software? Definition, Features & Examples

Customer onboarding software runs the post-sale phase – from deal closed to customer fully live – in one shared, customer-facing workspace instead of email threads and spreadsheets. Here's what it does, its core features, and how it differs from adoption and customer success platforms.

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How to choose customer onboarding software
Buyer's Guide
Lennart
June 1, 2026

How to Choose Customer Onboarding Software for SaaS & Tech Companies (2026)

A practical framework for choosing customer onboarding software as a SaaS or tech company: three questions – product-led or not, does going live take a human, and who owns the customer post-sale – that point you to the right category.

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Lennart
May 13, 2026

Product Update: Form Reminders, Cleaner Notification Settings & Smarter Workflows

Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.

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Lennart
February 26, 2026

Product Update: AI Agent Upgrades, Use Case Collection & Gantt Chart Scheduling

Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.

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Lennart
October 28, 2025

Comment Threads, Next Step Block, HubSpot Updates

Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.

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Lennart
October 19, 2025

Advanced Forms with Conditional Logic & Tables – October 2025 Update

Advanced forms arrive in Valuecase: conditional logic for intelligent branching, configurable table questions for repeating data, and smoother building & submission management. Plus improved accordion blocks, HubSpot custom objects & tickets, and persistent internal linking.

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Sales Acronyms Guide
Lennart
April 19, 2022

Sales Acronyms: The 26 Terms You NEED To Know

Sales is full of acronyms. You probably have no problem with that if you're a sales pro. However, it can be a bit confusing for newbies and outsiders. If you have ever wondered what MEDDIC, AiDA, ABC etc. stand for, we've got you covered. Here's a guide to over 20 sales acronyms with definitions and visuals. :)

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Jan Niklas
February 22, 2022

How to Handle Objections in the Sales Process

Objections are a natural part of the selling process. Some might even argue that objections are actually a good sign - it means that your prospect is interested enough to dig deeper into your product.

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Lennart
January 19, 2022

5 Key B2B Sales Trends to Remember in 2022

The B2B sales ecosystem is ever-evolving. Sellers now understand that their buyers are in the driver's seat: they demand valuable, accessible materials to make the right decision for their business. We decided to explore this idea further and found 5 key trends to bear in mind in 2022.

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