Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Understand your customers interactions with your product and make informed product success decisions.
Bring efficiency, add scale, and connect user behavior to personalized actions.
Define and track onboarding by phase, user progress, account, and portfolios.
Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Optimize product usage by monitoring in-depth user data and receiving actionable insights
Improve decision making and actions for enhanced outcomes.
Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
Deliver consistent customer experiences and repeatable success.
Increase your productivity real-time, automated alerts.
Create groups across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Reach out to groups of customers when you need to.
Create surveys to get timely feedback from your customers.
Automate your actions, alerts, surveys, and more.
Create and track tasks across teams.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Get status updates, warnings, and extensive reports at the right time so you can make effective decisions.
Create, monitor, and automate comprehensive Playbooks for every scenario.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Our core values, team, and community
Come work with us!
Get in touch anytime.
Employee success drives customer success.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
SaaS businesses rely on customers to renew their subscriptions on either a monthly or annual basis. The free trial is a way to advertise what a product can do for your customers. Consider it your value proposition. What do you do when the SaaS free trial to paid conversion rate is low? In this ar
SaaS businesses rely on customers to renew their subscriptions on either a monthly or annual basis. The free trial is a way to advertise what a product can do for your customers. Consider it your value proposition. What do you do when the SaaS free trial to paid conversion rate is low? In this article, we are going to go over some sure-fire methods you can employ to get those conversions rates up, way up.
On average, only one in four uses of a free trial will convert over to a paid subscription. This is an optimistic view within the SaaS industry, because many companies see conversion rates far lower than that. It seems that a sizeable segment of users is taking advantage of free trials without intending to convert at any point. Don’t worry, because all hope is not lost. Here is how you boost a SaaS free trial to paid conversion rate.
You have to be prepared for a large segment of users having no intention of ever paying for a subscription. Once you have made peace with that, you can focus your attention on the users who are open to converting to a paid subscription at some point. This is a strategy that will save you from wasting time and money on users who are only there to use the free trial.
To understand your trial users a little better, send them a survey. In it, prod them with questions that ask what do they like and dislike about your product. The answer to these alone will tell you a lot about who is likely to convert and who won’t.
Also, look at which users of your free trial are engaging with your product the most. The more someone uses it, the more likely they have found it to be useful. This makes it easier to persuade them to convert from the SaaS free trial to paid conversion rate options. When you know which users are most likely to convert, you can focus your efforts on them.
Getting people to become users of your free trial is definitely not the end of your work. You need to help your new users get onboarded and feel comfortable using your product. This should involve emails and perhaps direct calls, if you have a small user base. Give your new free trial users tutorials that explain how to use your product and how it can best fulfil their needs. When there is a clear understanding of the benefits of your product, you will see conversion rates rise.
Consider the fact that the new users of your product will inevitably run into issues or have questions about a particular feature or function. When they do, where can they go to get a resolution or answer?
You should have a variety of communication channels available to them. This allows them to select which one they feel is most convenient for them. Some options can include a live chat function, a phone number they can call, or a support ticket system, among others. Make sure these communication channels can lead the users to a resolution as quickly as possible. The longer you wait to provide them with an answer, the less likely they are to stick around.
Also, you will want to encourage them to reach out to you. This will foster a more personal relationship, developing a positive connection between them and your product.
As mentioned earlier, the users of your free trial will undoubtedly have questions regarding the use of your product. They may also encounter issues they need help resolving. Establishing an easy-to-use knowledge base will be the answer to these situations. You want to guarantee that the new users of your product will have a positive experience with the free trial. This can help increase the free trial to paid conversion rate.
A well-stacked knowledge base will include a plethora of tutorials and various support articles. These will be part of an indexed and readily searchable repository. With a knowledge base, the users of your free trial will have access to support 24 hours a day, 7 days a week. What’s more is that this knowledge base can be accessed by your paying customers as well, providing helpful solutions to all users of your product.
Developing the content for a knowledge base will take considerable time. After all, to ensure you can answer as many questions as possible and address the many situations a user will potentially encounter is a massive undertaking. You want to create a comprehensive knowledge base that is accurate. The best way to move forward is to start off small and go from there. This means writing just a few essential tutorials at first.
If you have followed all the steps above, you will have convinced a large portion of the users of your SaaS free trial to paid conversion rate. To actually achieve that disproportionately high conversion rate, you need to provide the ability for a seamless conversion. If this is difficult in any way, even users who find your product useful will not convert. Instead, they will stay on the free trial.
All conversion friction must be eliminated. There are a few things you can do to make this possible. 14
When you follow the guidelines in this article, you will significantly increase your SaaS free trial to paid conversion rate. Enjoy higher conversion rates than your competitors, who may not be taking all of these things into account. Still, improving conversion rates takes time, so avoid getting dismayed if you do not see immediate results. However, when you persevere and keep improving the user experience for those using the free trial of your product, you will see incredible results.
Published 2 Jul 2020, Updated 28 Dec 2020
In this blog, we talk about expansion revenue and the diverse ways you...
26 Sep, 2022
In this write-up, we dive deep into how enterprise software in SaaS is...
20 Sep, 2022
Here is our guide that discusses how SaaS tools and the cloud have giv...
15 Sep, 2022
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.