New Releases, Best Practices & Company Updates
The SaaS customer onboarding KPIs that matter – time to value, time to first value, completion rate, activation rate, and cycle time – plus how to instrument them and act on stalled accounts before they churn at renewal.
Read moreA digital adoption platform guides individual users inside your product; a customer onboarding platform runs the high-touch work around it – plans, stakeholders, forms, and tasks from contract to go-live. Here's how they differ and which one you actually need.
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What agencies actually need from client onboarding software, whether you need a dedicated tool at all, and the real options – from a branded, login-free client portal to the Notion, spreadsheet, PM-tool and disconnected-form stacks most agencies run today.
Read moreCustomer onboarding gets a paying account live in a shared workspace; user onboarding guides individual users to first value in-product. Here's the clean distinction, when each matters, and why most B2B SaaS teams need both.
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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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Valuecase launches powerful content analytics to track stakeholder engagement, major Asset Library improvements for managing content at scale, and native HubSpot workflow automation. These updates help teams make data-driven content decisions and automate their collaborative workflows.
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Take control of who gets notified about what with task watchers, create more flexible automations with multi-select properties, and make forms clearer with rich descriptions. Plus productivity improvements across templates, workflows, and API monitoring.
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Create visuals with AI prompts, track client engagement with embedded content, and manage project timelines with target date-based scheduling. Also, use the new CMD / CTRL + K menu to quickly search in the dashboard.
Read moreThe SaaS customer onboarding KPIs that matter – time to value, time to first value, completion rate, activation rate, and cycle time – plus how to instrument them and act on stalled accounts before they churn at renewal.
Read moreA digital adoption platform guides individual users inside your product; a customer onboarding platform runs the high-touch work around it – plans, stakeholders, forms, and tasks from contract to go-live. Here's how they differ and which one you actually need.
Read moreWhat agencies actually need from client onboarding software, whether you need a dedicated tool at all, and the real options – from a branded, login-free client portal to the Notion, spreadsheet, PM-tool and disconnected-form stacks most agencies run today.
Read moreCustomer onboarding gets a paying account live in a shared workspace; user onboarding guides individual users to first value in-product. Here's the clean distinction, when each matters, and why most B2B SaaS teams need both.
Read more
