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During the trial of a B2B SAAS product, what steps can we do to improve the conversion rate?

What should we communicate with them?

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4

Answers

Suresh Venkateswaran

Founder@Lean Foundry, Product & Tech Advisor

The trial period is your courtship period, and the best opportunity to convert the user into a paying customer.

Areas of focus
- on boarding communication that includes welcome email, on boarding education of the platform, links to additional material on product/service
- timely communication throughout trial period staying engaged with user, reaching out to ask for feedback or answer any questions
- still better if the platform is able to track Usage statistics and contextually do a reach out
- opportunity to A/B test with different communication to see if conversion varies across the different methods

It is key to stay engaged with the user optimally without overloading them with communication.

I have had success with these methods and would be happy to discuss over a call, once I understand your unique situation

Answered over 9 years ago

Pierre Lechelle

SaaS Marketing, Growth Hacking & Entrepreneurship

- Work on your Onboarding: make sure users can understand your value proposition quickly and make the most out of your software.

- Emails / In-App Message
- Retargeting Campaigns
- Customer Success
- Start call / demo

Overall, you need to make sure your users use your software during the free trial and that they understand what it'll bring to them in the future.

Let's schedule a call and I'll help you to design your onboarding and convert more users ;)!

Answered over 9 years ago