Resources

How-To Guides

Decoding the key payment tactics, strategies, and concepts, one guide at a time. Gain the insights to optimize your processes. It’s that simple.

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How to Build a SaaS Referral Program

Attract new users and reward loyal customers effectively [ + Free Template ]

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How to Segment Customers in SaaS: A Step-by-Step Guide

Improve personalization and reduce churn by segmenting users based on data, goals, and behavior [ + Template ]

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How to Attract and Sell SaaS to Enterprise Customers

Master enterprise SaaS sales. Learn buyer behavior, ABM, pricing, and long-term strategies for success.

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How to Manage SaaS Subscriptions

Step-by-step SaaS subscription management: tiers, billing, platforms, and more!

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How to Set Up SaaS Billing and Recurring Invoicing

Step-by-step guide to simplify invoicing & payment for your software business [+ Checklist ]

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How to Start a White-Label SaaS Business

Discover how to select a provider, brand software, and start selling SaaS under your own name.

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How to Upsell a SaaS Product: A Step-by-Step Guide

Craft SaaS upsell emails to encourage upgrades and boost your recurring revenue [ + Free Template ]

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How to Handle SaaS Data Migration to Another Payment Solution

Seamlessly migrate your SaaS data to a new payment provider with this step-by-step guide.

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