{"id":111,"date":"2019-05-08T09:01:51","date_gmt":"2019-05-08T09:01:51","guid":{"rendered":"https:\/\/www.earlyparrot.com\/blog\/?page_id=111"},"modified":"2023-05-16T19:43:56","modified_gmt":"2023-05-16T19:43:56","slug":"saas-lead-conversion","status":"publish","type":"page","link":"https:\/\/www.earlyparrot.com\/blog\/saas-lead-conversion\/","title":{"rendered":"SaaS Lead Conversion"},"content":{"rendered":"\n<p>Lead <a href=\"https:\/\/www.earlyparrot.com\/blog\/6-tips-for-boosting-conversions\/\">conversion<\/a> is the next step following <a href=\"https:\/\/www.earlyparrot.com\/blog\/parrotinsider-the-definitive-guide-to-lead-generation-in-2021\/\">lead generation<\/a>. The aim of the lead generation step is to get as many targeted visitors through various techniques to your <a href=\"https:\/\/www.earlyparrot.com\/blog\/saas-referral-marketing\/\">SaaS<\/a> website. Getting traffic is hard but getting targeted traffic is definitely harder. <\/p>\n\n\n\n<h4 id=\"why-all-this-emphasis-on-getting-targeted-traffic\">Why all this emphasis on getting targeted traffic?<\/h4>\n\n\n\n<p>Getting targeted traffic is the very first step to acquiring customers. If you are getting a ton of untargeted traffic, you conversion rate will be very low. Basically, you are getting the wrong visitors to your SaaS website. No matter what technique you will use in the lead conversion step, no matter what pricing you choose, no matter what features you ship, you will never be able to convert non targeted visitor. Basically you will be going round in circles until you give up or fail.<br><\/p>\n\n\n\n<h4 id=\"how-will-you-know-that-you-are-getting-targeted-visitors-your-saas-website\">How will you know that you are getting targeted visitors your SaaS website?<br><\/h4>\n\n\n\n<p>You can never know that you are getting the most targeted traffic. Never ever. You will just have to A\/B test different strategies from the lead generation step, target different channels, track leads coming from various campaigns, compare and analyse stats and keep improving on your existing results. The lead generation step and lead conversion step has to work in sync so as to improve and get better results.<br><\/p>\n\n\n\n<p>Lead conversion can be broadly split up into two main steps:<br><\/p>\n\n\n\n<ul>\n<li>Visitor to SaaS sign-up<\/li>\n\n\n\n<li>Sign-up to paid customer<\/li>\n<\/ul>\n\n\n\n<p>The reason why you should split these two different conversion points is to be able to capture statistical data that can shed more light as to where improvement is required. For instance, if you are getting a poor visitor to SaaS sign-up conversion rate it can be:<br><\/p>\n\n\n\n<ul>\n<li>you are not getting targeted traffic<\/li>\n\n\n\n<li>you are incorrectly addressing your audience\u2019s pain points<\/li>\n\n\n\n<li>your messaging is not compelling enough<\/li>\n<\/ul>\n\n\n\n<p>Whilst if you are getting a fairly good visitor to SaaS sign-up conversion but then failing to convert those sign-ups into paid customers, then you might need to double check:<br><\/p>\n\n\n\n<ul>\n<li>your SaaS for any bugs<\/li>\n\n\n\n<li>for any missing features<\/li>\n\n\n\n<li>for feedback from existing users<\/li>\n\n\n\n<li>about rearranging your sales <a href=\"https:\/\/www.earlyparrot.com\/blog\/what-is-a-marketing-funnel\/\">funnel<\/a><\/li>\n<\/ul>\n\n\n\n<p>In this section we will focus on various techniques on how to convert your visitors and sign-ups, through the use of various tools. The techniques are split into accordingly so you can pick and choose the right technique according to where improvement is duly needed!<\/p>\n\n\n\n<h4 id=\"website-visitor-to-saas-sign-up-conversion\">Website visitor to SaaS Sign-up conversion<\/h4>\n\n\n\n<h4 id=\"Use-videos-to-get-your-message-across\">Strategy #39: Use videos to get your message across<br><\/h4>\n\n\n\n<p>In 2019 it is a known fact that videos convert much better than any other marketing format, and with <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/promo.com\/\" target=\"_blank\">Promo.com<\/a> the top advertising content assets are no longer only available to big businesses. Videos allow you to get your messages across quicker and more effectively, further improving your visitor to SaaS sign-up conversion.<\/p>\n\n\n\n<h4 id=\"what-is-promo-com-and-how-it-can-help-your-saas\">What is Promo.com and how it can help your SaaS? <br><\/h4>\n\n\n\n<p>Video is no longer optional when conducting marketing. The question is how to get the best quality using the fewest resources and, perk, actually enjoying the creative process. Within that concentric circle is where you find <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/promo.com\/\" target=\"_blank\">Promo.com<\/a><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/TdvQI6clMXu5N74LzBpQ579lKhH33v14YLfrvQyIq6k4tRIQZ44gJXrmpQ5IBdvymAysuu82JisLpXU5rWH5RRQtkoQ6LsMJKOFKdFpnSDgXur8ccBMPURnFY6LZ2qzPBLOpC_eT\" alt=\"\"\/><\/figure><\/div>\n\n\n<p>Promo.com helps businesses create effective video ads and professional marketing videos quickly and affordably, allowing you to focus your time and budget on the campaigns and strategy itself. Promo.com provides access to 15M+ premium quality video clips and photos, pre-edited licensed music and a user-friendly editor. With Promo.com you can customize award-winning templates, or start from scratch. Choose from a massive content library or upload your own visuals to stand out online and make a serious impact for your business.  Apart from this, <a href=\"https:\/\/www.movavi.com\/\">Movavi software<\/a> is also a good option that could help you to create effective videos.<\/p>\n\n\n\n<h4 id=\"Get-your-website-visitors-on-the-phone\"><strong>Strategy #40: Get your website visitors on the phone<\/strong><br><\/h4>\n\n\n\n<p>Even if you have the most compelling messaging on your website, going on a 1-on-1 call is by far the best to convert your website traffic. Now this depends on the nature of your business and the kind of pricing you have. But if your business and pricing allows for it, get those visitors on a call. Once you get them on a call, the normal sales cycle will kick in. <a rel=\"noreferrer noopener\" label=\" (opens in a new tab)\" href=\"https:\/\/hybrid.chat\" target=\"_blank\">Hybrid.chat<\/a> will help you convert visitors to sales call amongst other things.<\/p>\n\n\n\n<h4 id=\"what-is-hybrid-chat-and-how-it-can-help-your-saas\">What is Hybrid.chat and how it can help your SaaS?<br><\/h4>\n\n\n\n<p><a href=\"https:\/\/hybrid.chat\" target=\"_blank\" rel=\"noreferrer noopener\" label=\" (opens in a new tab)\">Hybrid.chat<\/a> lets you build and deploy digital employees for your business that help in capturing leads, converting more PPC traffic, following up with customers, vetting leads before passing it on to sales staff, or just wishing your potential seasonal greetings (to keep the leads warm). <br><\/p>\n\n\n\n<p>The digital employees (or chatbots) can:<br><\/p>\n\n\n\n<ol>\n<li>Engage with the website visitors \/ facebook page audience on your behalf<\/li>\n\n\n\n<li>Help website visitors navigate through the website<\/li>\n\n\n\n<li>Answer most frequently asked questions<\/li>\n\n\n\n<li>Capture contact details (email, phone number, sets appointments)<\/li>\n\n\n\n<li>Connect to Sales team via Chat or Phone call<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/hybrid.chat\" target=\"_blank\" rel=\"noreferrer noopener\" label=\" (opens in a new tab)\">Hybrid.chat<\/a> can be deployed on:<br><\/p>\n\n\n\n<ol>\n<li><strong>Your business website:<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Automatically engage with incoming traffic as a chat widget at the bottom of the screen. It is well established in the chatbot industry that a live chat widget increases customer interaction by 35% or more. SaaS can use this to capture more leads off incoming organic traffic, automate customer support and speed up website navigation and convert web traffic into phone calls to sales staff. <\/p>\n\n\n\n<ol>\n<li><strong>PPC landing pages:<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Just like your website, Facebook gets its share of traffic that generate leads, specially for local businesses or entities that have a social presence. Chatbots deployed as Messenger chat on Facebook pages automatically engages with this incoming traffic and can convert it into phone calls directly from Facebook chat. <\/p>\n\n\n\n<ol>\n<li><strong>Facebook pages<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Chatbots can also be used as landing pages on Adwords to decrease CPA (Cost per acquisition). Launching a mobile only Adwords campaign that drives clicks to the chatbot landing page that converses and captures the leads, pushing them towards setting appointments or telephonic phone calls with the sales staff.<\/p>\n\n\n\n<ol>\n<li><strong>Business Phone numbers (via SMS):<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Popularly used for cold lead reachout, A bot on SMS can engage with potential leads, working to work them up and push towards closure.<\/p>\n\n\n\n<p>Now that you are familiar with Hybrid.chat capabilities, let\u2019s see how to convert your visitors and get them on a call.<br><\/p>\n\n\n\n<p><strong>Step 1:<\/strong> Goto Hybrid.Chat Dashboard and <strong>Create a New Bot<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/wjrboF29-AD8k1DLBIbxW8zkGSMUE9L4iA7wthdrhUQwfYZo4LXJqbQDag0R5kNTZLcAlyfM6ByF9RH3d2FQ37TwKykS1rV8OmYQgaXZxho_5ckeKn_eh1Lz5YfBhVEN9GIlpZGc\" alt=\"\"\/><\/figure><\/div>\n\n\n<p><strong>Step 2:<\/strong> Choose the publishing platform. You will get to choose between Website or Facebook page. <br><\/p>\n\n\n\n<p><strong>Step 3:<\/strong> Use <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1OiPgmG6QN_XppkYTUy1pr-h7wPF6MBGknIsTThqfmZg\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">this spreadsheet<\/a> as Chatbot template to deploy. Feel free to alter it the way it suits your business. You may need to refer the Hybrid.chat documentation and if you have any problem understanding the spreadsheet, Hybrid.Chat team can build one for you at no cost to you.<br><\/p>\n\n\n\n<p><strong>Step 4:<\/strong> Publish your Bot by clicking <strong>CREATE BOT<\/strong> or <strong>UPDATE BOT<\/strong>. Before publishing, it would ask for Twilio Credentials (telephony service it uses to connect your leads via phone call).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/YhJqk8ZKOLnzVi1METHnouPDE4eIz4TnMo-7u6b3_7a0EulIqweX4AbgXsWBneJTP50Y3SxIGSA2sYU1S_kCx3SD63Wez7yzhlzJ6TlGz6V0oyZezDulaPd-k-G6DspDDzofP49u\" alt=\"\"\/><\/figure><\/div>\n\n\n<h4 id=\"Convert-Website-Visitors-with-Exit-Intent-Campaigns\"><strong> <\/strong>Strategy #41: Convert Website Visitors with Exit-Intent Campaigns<\/h4>\n\n\n\n<p>What if you can detect those leaving your SaaS website and give them an incentive not to leave? Visitors might leave your SaaS website for various reasons:<br><\/p>\n\n\n\n<ul>\n<li>The message is not clear<\/li>\n\n\n\n<li>The offer is not compelling enough<\/li>\n\n\n\n<li>Pricing is not clear<\/li>\n\n\n\n<li>Or your visitors simply don\u2019t have enough time to go through your content and educate themselves about your solution.<\/li>\n<\/ul>\n\n\n\n<p>What if you can make their effort worth it by offering them a special discount or a free consultation? This is just one way how <a href=\"https:\/\/sleeknote.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Sleeknote<\/a> can help you convert website visitors into SaaS sign-ups.<br><\/p>\n\n\n\n<h4 id=\"what-is-sleeknote-and-how-can-it-help-your-saas\">What is Sleeknote and how can it help your SaaS?<\/h4>\n\n\n\n<p><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/sleeknote.com\/\" target=\"_blank\">Sleeknote<\/a> helps online businesses of all sizes engage with their site visitors without hurting the user experience. Sleeknotecreates the most non-intrusive and personalized on-site engagement tools for online businesses. <a href=\"https:\/\/sleeknote.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Sleeknote<\/a> is different than traditional pop-ups because a lot of effort is put in the user experience so as to generate higher conversions.<br><\/p>\n\n\n\n<p>Using Sleeknote products, SaaS can collect email addresses, increase product sales, connect with their visitors, and guide site visitors for better buying decisions. And the best part is, Sleeknote works with every CMS and e-commerce platform. (Plus, with all major email service providers.)<br><\/p>\n\n\n\n<p>With the drag \u2018n\u2019 drop editor, SaaS can easily create eye-catching campaigns without the need for a developer. Smart marketers love Sleeknote because they can split test different headlines, images, and copy to discover <a href=\"https:\/\/www.earlyparrot.com\/blog\/referral-marketing-2021-what-works-and-what-doesnt\/\">what works<\/a> best for them, and improve their conversion rates.<br><\/p>\n\n\n\n<p>Choosing from their wide selection of beautifully designed, pre-made templates, marketers can create high-converting campaigns within minutes. Every element in Sleeknote campaigns is fully customizable. Meaning, SaaS marketers can easily adjust them in order to make their forms consistent with the look and feel of their site.<br><\/p>\n\n\n\n<p>No two visitors are alike. That\u2019s why Sleeknote comes equipped with Smart Triggers. Using timed, scroll, exit-intent, or manual triggers, marketers can show the right messages to the right users at the right time. The result? Better personalized on-site messages, higher conversions, and <a href=\"https:\/\/www.earlyparrot.com\/blog\/8-good-practices-to-power-up-your-sales\/\">more sales<\/a> revenue.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/dxb5bxbwiDBxPuYJMh5fJw8ViBBXpfWKFm-1J1-f_3qD2GZNtyyTcjqlIPO4rjf-JvDwsZAragSLRTJ-Hkxc04giHD9toLNCLAmmF2aMPPCdzY6C3AzlZ_6gPLb2Ysemrvi93aWp\" alt=\"\"\/><\/figure><\/div>\n\n\n<p><br><\/p>\n\n\n\n<p>Using the right on-site messages with <a href=\"https:\/\/sleeknote.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Sleeknote<\/a> exit-intent campaigns, marketers can significantly increase the number of conversions they get. You can offer abandoning visitors an incentive to complete their purchase with an exit-intent campaign. Here\u2019s an exit-intent campaign example:<br><\/p>\n\n\n\n<ul>\n<li>Decide on an incentive (discounts, free shipping, and so on) for abandoning visitors.<\/li>\n\n\n\n<li>Set the exit-intent trigger to show your Sleeknote campaign to abandoning visitors.<\/li>\n\n\n\n<li>Add the specific URL condition and enter the URL where you would like you campaign to trigger.<\/li>\n<\/ul>\n\n\n\n<h4 id=\"Nudge-Visitors-with-Testimonial-Campaigns\">Strategy #42: Nudge Visitors with Testimonial Campaigns<\/h4>\n\n\n\n<p>Customer testimonials are the driving force behind purchasing decisions. Using testimonials as social proof on SaaS sites, online marketers can improve conversion rates. Even though customer testimonials are highly effective, very few SaaS marketers use them to their advantage. You need to use the right testimonials on the right pages if you want to drive more sales. And product pages are the perfect place to display testimonial campaigns.<br><\/p>\n\n\n\n<p>Because this is where visitors make the first step toward converting, so use relevant testimonials to nudge them to take that first step and easily convert visitors into sign-ups.<br><\/p>\n\n\n\n<p>Here\u2019s what a <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/sleeknote.com\/\" target=\"_blank\">Sleeknote<\/a> testimonial campaign could look like:<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/mlLUj0Rl0aXe3aMnvWBj_VZkzCl_QvmozjDkdlsDAcC5hTKxOJC6WHQ87ml0fG2ODkFlfL_yvrc7aVtv4FRcALbjL-1I1FgUpcAdBF-LTVERdeXpzSqbfy2rWzXxXOKBwD-AE1Da\" alt=\"\"\/><\/figure><\/div>\n\n\n<ul>\n<li>Choose the top customer testimonials you want to display on product pages.<\/li>\n\n\n\n<li>Add a specific URL condition and enter the URLs of the pages you want the campaign to show on.<\/li>\n\n\n\n<li>Set a timed trigger for your campaign to four seconds to increase its effectiveness\u2014without being intrusive.<\/li>\n<\/ul>\n\n\n\n<h4 id=\"Create-a-checklist-to-entice-the-user-to-activate-themselves\">Strategy #43: Create a checklist to entice the user to activate themselves<\/h4>\n\n\n\n<p>Native checklists to get you set up through the journey of activation. Human brains focus more on uncompleted tasks than completed ones. Tasks heavily occupy our minds until complete. This is called as the Zeigarnik effect. Use these kind of checklists for your app. They show a <a href=\"https:\/\/monday.com\/s\/task-management-software\/\">list of tasks to be completed<\/a>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/AM-3V2OdQerQeWc8HFn-Hf82aqTHgH4OtJeT24-hLFvZNxbtw51-QI6XN-l6Wjw7xBYRg4LyQ5VCvJcvJ1ld0IejL-Aa_Jq0PgSsYWsdC-tk1gK4milMoIRrS_BD42Ye0OZ5zxFH\" alt=\"\"\/><\/figure><\/div>\n\n\n<p>To get a checklist integrated with your SaaS, you can use <a href=\"https:\/\/userpilot.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">UserPilot<\/a>. But it\u2019s not only about checklists. See what UserPilot can do for your SaaS.<br><\/p>\n\n\n\n<h4 id=\"what-is-userpilot-and-how-it-can-help-your-saas\">What is UserPilot and how it can help your SaaS?<\/h4>\n\n\n\n<p>Deliver the perfect product experience with <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/userpilot.com\/\" target=\"_blank\">Userpilot<\/a>. Userpilot helps SaaS increase <a href=\"https:\/\/userpilot.com\/blog\/user-adoption\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"user adoption (opens in a new tab)\">user adoption<\/a> by allowing them to trigger the right in-app experience to the right persona at the right stage of their user journey. Code-Free.<br><\/p>\n\n\n\n<p>If you create <a href=\"https:\/\/www.earlyparrot.com\/blog\/boosting-referral-conversions-with-a-better-user-onboarding-process\/\">user onboarding<\/a> with <a href=\"https:\/\/userpilot.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Userpilot<\/a>, it can help you convert free trial to paid customer much faster because we help you drive the \u201caha moment\u201d. It will increase your free trial conversion rate.<br><\/p>\n\n\n\n<p>Moreover, a good onboarding will help you to retain the users in the longer term. How?<br><\/p>\n\n\n\n<ul>\n<li>Easily integrate <a href=\"https:\/\/userpilot.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Userpilot<\/a> with your product\u2019s UI and pass user data to target a specific segment.<\/li>\n\n\n\n<li>Build highly customized product experiences that will blend seamlessly with your UI.<\/li>\n\n\n\n<li>Build contextual product experiences that triggers based on conditions such as user persona, stage of the journey or even mouse clicks! <\/li>\n\n\n\n<li>React in real-time to in-app user events \u2014 such as triggering a modal when a user completes a certain action in your app.<\/li>\n\n\n\n<li>React in real-time to in-app user events \u2014 such as triggering a modal when a user completes a certain action in your app.<\/li>\n<\/ul>\n\n\n\n<h4 id=\"Make-your-SaaS-on-boarding-and-experience-personalized\">Strategy #44: Make your SaaS on-boarding and experience personalized<\/h4>\n\n\n\n<p><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/userpilot.com\/\" target=\"_blank\">Userpilot<\/a> can show the right message to the right customers at the right time via the right channel is the next level of personalization and it is believed that in 2019 we will be seeing a massive increase in the personalization of user onboarding and product adoption funnels. Connecting analytics data to communication channels and in-app widgets will allow us to help users and guide them through based on their past experience with the product and their progress.<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/54fPSkTvPStF7fKtsnVKAPPK1qQJQ7O6wV5fEuWGUgldK56Fxr7Cy35wY-8xNQv1AuI-QxL8kEC5EcWwKxHQiuTHKKNzl-HZ5nNeiL1Eprdk_lasZgoZ4h2iPU7Iwz6iobAGENVa\" alt=\"\"\/><\/figure><\/div>\n\n\n<h4 id=\"Identify-Different-User-Personas-&amp;-Onboard-Them\">Strategy #45: Identify Different User Personas &amp; Onboard Them<\/h4>\n\n\n\n<p>If your product is attracting different types of users, then you should segment users in order to be able to personalize their onboarding experience. Such personalization will help increase your SaaS sign-up to customer conversion.<br><\/p>\n\n\n\n<p>In the example below, we have created onboarding for two different personas using <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/userpilot.com\/\" target=\"_blank\">Userpilot<\/a><br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/sbXGjN-hQQGUrOUWZRlPgdzrsjbCgchpWThKTWxJ0UYpUF-bk_3wM_qgStN2FO_L2Oq3twZd1TMVzQfw1D2zsny1rD4kTjPA5Zeld7pHguVrKzbX3GxxSSKl4FPD84ZB5JHbg5ci\" alt=\"\"\/><\/figure><\/div>\n\n\n<h4 id=\"Interactive-Guides-as-Help-Centers-to-Decrease-Support-Costs\">Strategy #46: Interactive Guides as Help Centers to Decrease Support Costs<\/h4>\n\n\n\n<p>Automation of customer support helps small teams save time to focus on the product. Most users don\u2019t enjoy auto-answers from bots, read long documents or watch video tutorials. Most users would like to figure things out, they want to get their hands dirty by trying things out. <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/userguiding.com\/\" target=\"_blank\">UserGuiding<\/a> can help you create interactive guides that explain your SaaS step by step as required. Check out this Gmail demo environment. Instead of explaining people how to change Gmail theme over and over again, doesn\u2019t it look much better to interactively showing them how to do it instead of just telling?<\/p>\n\n\n\n<h4 id=\"what-is-userguiding-and-how-it-can-help-your-saas\">What is UserGuiding and how it can help your SaaS?<\/h4>\n\n\n\n<p><a href=\"https:\/\/userguiding.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">UserGuiding<\/a>, is an interactive user onboarding tool, that helps SaaS to improve product adoption by designing interactive product tours without coding. Thanks to UserGuiding\u2019s UI, non-technical product staff can create interactive tutorials, in-app messages, and on-demand guides in minutes.<br><\/p>\n\n\n\n<p>With the rising trend of \u201cno-code software\u201d, product people currently prefer the tools they can handle themselves. Since the developers are always busy, to develop one onboarding flow takes around ten days, this is without analytics, integration, segmentation and other supplementary features.<br><\/p>\n\n\n\n<p>For the SaaS Business, retention is a crucial metric. When we observe the retention graph of an average SaaS business, we will notice that a large percentage of visitors are not retained at the end of the first week which means they do not keep coming back. There are a lot of reasons behind that, people are likely to search for alternatives(since there are a lot of alternatives for each kind of product or service out there) when their first interaction is not successful. Visitors tend to use the products &amp; services which are discoverable and easy to use. A well-designed onboarding helps keeping retention levels higher than the usual.<br><\/p>\n\n\n\n<p>This is where <a href=\"https:\/\/userguiding.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">UserGuiding<\/a> comes into the game. You can easily create walkthroughs and product tours to drive users in action. A good onboarding process help companies turn visitors into users and even into customers because it encourages the engagement with the tool. With UserGuiding you can onboard your new users with an introductory walkthrough, at the same time you can make them take real action and complete real time tasks with our predefined step types. You can also track the analytics of each guide within your UserGuiding panel, analyze the results and improve the continuous onboarding process.<br><\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/userguiding.com\/\" target=\"_blank\">UserGuiding<\/a> also has a special feature called \u201cUserGuiding Assistant\u201d to provide on demand assistance. Your users can go through the guides you have created for them automatically, or on-demand, in other words, whenever they need. With UserGuiding Assistant, your SaaS users will be able to see all the available guides you have created for them. <br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/vPRV4L4YmSS-uKtOAhxGkQmulNplNBFvt0saBvEuzxbNzXqmFHONyUFXAEQfr2MJWBluIEDl1-_YTQZKfTPdpFxZz8zCeLYkLA0PoZLpuv8yHoustIfnH9Q0hWTCv6jKk8tBL73y\" alt=\"\"\/><\/figure><\/div>\n\n\n<h4 id=\"Automate-your-sales-workflow-with-our-qualification-process\">Strategy #47: Automate your sales workflow with our qualification process<\/h4>\n\n\n\n<p>Not all SaaS sign-ups are equal and they should not be treated equally. Every SaaS company must track, monitor and score each sign-up so as to be able to tell which SaaS sign-up will most likely convert to customers. SaaS sign-up with high score (higher probability of converting) should be sent out to the sales team so as to get a special treatment! To do all this <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/ohmylead.com\/\" target=\"_blank\">OhMyLead<\/a> is your tool.<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"OhMyLead contact LEAD MANAGEMENT system - AppSumo   Deal\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/dQW8be7PMIg?feature=oembed&#038;enablejsapi=1&#038;origin=https:\/\/www.earlyparrot.com\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h4 id=\"what-is-ohmylead-and-how-it-can-help-your-saas\">What is OhMyLead and how it can help your SaaS?<\/h4>\n\n\n\n<p><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/ohmylead.com\/\" target=\"_blank\">OhMyLead<\/a> is an all-in-one lead management software that synchronizes every lead source in one place, automate the qualification process and lets you measure your Lead Generation Campaigns <a href=\"https:\/\/www.earlyparrot.com\/blog\/6-strategies-to-boost-your-roi\/\">ROI<\/a>. <a href=\"https:\/\/ohmylead.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">OhMyLead<\/a> helps you to:<\/p>\n\n\n\n<ul>\n<li>Connect your different lead sources and follow up with prospects instantly. <\/li>\n\n\n\n<li>Automate the qualification process and your engagement with an intuitive interface leads alert, Welcome Email, lead scoring, number &amp; mail verification, Lead Enrichment<\/li>\n\n\n\n<li>Qualify easily your new leads and automate your sales and nurturing workflow to deliver automatically the highly qualified leads<\/li>\n\n\n\n<li>Deliver only high qualified leads to your sales team, the rest are seamlessly send to your marketing automation tool. <\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/OM6KBB47_m5ZlLdGsCmObdpvnv2bz4ZXJ0y3G93tRGfjeRrrI8tU0ooVjQVcnS48SKr53wWzzpOGDQ35-wX2Js0W5f-UEyn-gb4wj_Uqfd4Sy83uHAzojawOL0eugQp445ljnQVp\" alt=\"\"\/><\/figure><\/div>\n\n\n<h4 id=\"Use-a-chat-prompt-to-start-more-conversations\">Strategy #48: Use a chat prompt to start more conversations<\/h4>\n\n\n\n<p>Offering live chat on your website is a fantastic customer service tool. But it\u2019s not quite a sales and marketing tool. Not yet anyway. To really kick off the conversation, you\u2019ll need a chat prompt. <br><\/p>\n\n\n\n<p>A chat prompt is an automation that will trigger based on certain criteria you set. For instance, you can have a prompt that says, \u201cHi, welcome to [site name]! I\u2019m here to help if you have any questions.\u201d<br><\/p>\n\n\n\n<p>Then, it can trigger:<br><\/p>\n\n\n\n<ul>\n<li>Only when you\u2019re online<\/li>\n\n\n\n<li>Or only on certain pages<\/li>\n\n\n\n<li>Even after they\u2019ve been on a certain page for a certain amount of time (e.g. 3 seconds)<\/li>\n<\/ul>\n\n\n\n<p>Creating a chat prompt in <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/getgist.com\/\" target=\"_blank\">Gist<\/a> can be done in a couple minutes. All you have to do is set your prompt\u2019s script, choose some details and set it to display! Here\u2019s a quick gif showing how quickly you can create your own chat prompt within the app. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/-2zPBYHRj_1_bqE83TEbF-wuOqoggWjDQifb03pKoPkwm-sBvxP7-dKtYVUICsMNofw8erMuUooflOtrR-wn4jXitRvvXmQWciHMzCPhuCsyNuVcim2iIwAHNZ9jjZCp6K1InzKz\" alt=\"\"\/><\/figure><\/div>\n\n\n<p>This way you don\u2019t just wait for a SaaS sign-up to reach out for help, you make the first step and start the interaction with them. But what else can <a href=\"https:\/\/getgist.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Gist<\/a> help your SaaS with?<\/p>\n\n\n\n<h4 id=\"what-is-gist-and-how-it-can-help-your-saas\">What is Gist and how it can help your SaaS?<\/h4>\n\n\n\n<p>Instead of using one tool for your live chat, another to set meetings, one for <a href=\"https:\/\/www.earlyparrot.com\/blog\/parrotinspires-how-email-marketing-supports-your-referral-program\/\">email marketing<\/a> and several business software products \u2014 <a href=\"https:\/\/getgist.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Gist<\/a> is an all-in-one growth platform. If it pertains to marketing, sales and support; we have a solution in one organized package.<br><\/p>\n\n\n\n<p>Here\u2019s the short list of things you can do with <a href=\"https:\/\/getgist.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Gist<\/a>:<br><\/p>\n\n\n\n<ul>\n<li>Live Chat<\/li>\n\n\n\n<li>Chat Prompts (to improve chat engagement)<\/li>\n\n\n\n<li>Chat Bots (to be there when you\u2019re not)<\/li>\n\n\n\n<li>Email Marketing (single broadcasts, and campaigns based on triggers you set)<\/li>\n\n\n\n<li>Marketing Automation (track and set up automations based on visitor behavior)<\/li>\n\n\n\n<li>Customer Support (create a knowledge base and handle support issues via chat)<\/li>\n<\/ul>\n\n\n\n<h4 id=\"Use-a-Chat-Bot-to-Guide-Visitors\">Strategy #49: Use a Chat Bot to Guide Visitors<\/h4>\n\n\n\n<p>Chat bots may sound like they\u2019re only for the tech-savvy or Fortune 500s, but that\u2019s not the case. With <a href=\"https:\/\/getgist.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Gist<\/a>, you can easily have a fully-functional bot helping visitors on intricate portions of your website.<br><\/p>\n\n\n\n<p>Some <a href=\"https:\/\/www.earlyparrot.com\/blog\/parrotinspires-5-referral-programs-you-need-to-know\/\">examples<\/a> may include:<br><\/p>\n\n\n\n<ul>\n<li>Signing up subscribers\/Pitching a lead magnet<\/li>\n\n\n\n<li>Setting meetings for a demo<\/li>\n\n\n\n<li>Handling common support\/FAQ inquiries<\/li>\n\n\n\n<li>Welcoming visitors<\/li>\n\n\n\n<li>Booking appointments<\/li>\n\n\n\n<li>Accepting job applications<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s what you need to know when creating a bot.<br><\/p>\n\n\n\n<ol>\n<li>Who\u2019s it for?<\/li>\n\n\n\n<li>What do they want to know?<\/li>\n\n\n\n<li>How can you guide them further into your site\/content?<\/li>\n<\/ol>\n\n\n\n<p>From here, you can find out how to best use a bot and turn these answers into the questions\/answers for your new bot.<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/3h2l3_OC_l0OOLxEr6wyW05NO8ejhaJ1WjLVJQwCkqi5OlDS4WsLgjApUH6ZWVye3sHfIlKYKQdRsQvW90wh92JiWDKDyfqdFf2sF1_nsZ5mb3boiuBguWDy6ddPWt_71c9g9wdT\" alt=\"\"\/><\/figure><\/div>\n\n\n<p>Mapping out and testing the flow of your bot may take some time. But once the details are hammered out \u2014 it\u2019s a breeze to input into our builder.<br><\/p>\n\n\n\n<p>Here\u2019s a quick screenshot of the builder.<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/bZNNkXuVQRqe6Nzahn8vI_fPl-tkP85tOgcXt81tWWL2Mh_bdpJgr4p8u8tSJyJWCfztFSjUMaORUi-jEx1hnqsRiYWtQnRIvQk9CjfxaRXu6OjWAHNLjKz3C_s44DdGBH3uifuj\" alt=\"\"\/><\/figure><\/div>\n\n\n<h4 id=\"Use-Automations-to-Tag-Users\">Strategy #50: Use Automations to Tag Users<\/h4>\n\n\n\n<p>Automations are one of the most exciting elements of the <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/getgist.com\/\" target=\"_blank\">Gist<\/a> platform. &nbsp;You can set up, what we call, \u201cTriggers\u201d. Based on these automation triggers, you can also create actions to occur when, well, triggered. &nbsp;<a href=\"https:\/\/getgist.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Gist<\/a> has supplied a number of pre-formulated triggers, but allows for nearly limitless creativity using \u201cTags\u201d. <br><\/p>\n\n\n\n<p>Here\u2019s a gif of the available triggers. <br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/VNZfnn5VI49WmYHBWAgTqeiHw409qlJLzqOLoqfkFa5HSlf7UMgXV2TK_K4PF9pdhKd5671gJzjc-DxRBQsDWnim1-SyTIAIdauhSw90ALYAetwuNvZyq0MUY-4HUcHZyTgEnCHh\" alt=\"\"\/><\/figure><\/div>\n\n\n<p>Once a trigger is chosen, you can choose an appropriate action to go along with the trigger. Here\u2019s a quick gif of Gist\u2019s available actions.<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/LsMBIhretWAPOFSR8muzqyQmV1pUJ_0rgs0XvYA_RMxf7G69BGB2ytywkMe9lUglTK4F_v3CyHtzE6qsyj8KU0sepu_vzWiAAbr7qB-niUdxlmW3CJZtRvDCQ8ZttBnysZ6utbVu\" alt=\"\"\/><\/figure><\/div>\n\n\n<p>So, how do you use the automations to convert sign-ups into customers? Many, many ways. Like, whenever someone visits your SaaS, you can apply a tag to them and see how often they come back, which pages they visit, how long they stay on the site. Then, if said visitor ever gives you their contact data you can know how long they\u2019ve considered your solution.<br><\/p>\n\n\n\n<p>Or, if a user subscribes for a particular plan, you can send them to a hyper-targeted email campaign. And once, that campaign is finished, you can set up another trigger to move from one campaign to another. So, if they finish your welcome campaign, you can then send that subscriber to your sales-related sequence.<\/p>\n\n\n\n<h4 id=\"Personalized-your-offers-according-to-SaaS-sign-up-behaviour\">Strategy #51: Personalized your offers according to SaaS sign-up behaviour<\/h4>\n\n\n\n<p>Unfortunately most of the sales and marketing strategies are static and practically forces all SaaS sign-ups down a predefined customer journey or funnel. Whilst A\/B testing and refining your sales funnel will get you to an improved conversion rate, the best way to go is to personalize your offer depending on the SaaS sign-up behaviour. To be able to do this, you need to track each individual SaaS sign-up and customize the offer accordingly. To do this <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.leadshook.com\/\" target=\"_blank\">LeadsHook<\/a> is the perfect tool<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/XW_xvDX4MTp3Zws1cp5tpVp-fmxshS26PJUejirBiCJIAeZKO-0b1TZ1pimoTkYzFG9aplyY7exxzzo2FsvJXS0mGH9TKaHuGMaBpCKoiSgemNXwD4pq36joLfAnhAd_SRRBBons\" alt=\"\"\/><\/figure><\/div>\n\n\n<h4 id=\"what-is-leadshook-and-how-it-can-help-your-saas\">What is LeadsHook and how it can help your SaaS?<\/h4>\n\n\n\n<p><a href=\"https:\/\/www.leadshook.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">LeadsHook<\/a> is a decision-tree making software for marketing, lead generation, sales conversions and post-sales, product usage and consumption, and service utilization. Here\u2019s an example of a decision-trees from a real campaign. &nbsp;Notice the asymmetry which mimics a real conversation\u2026<br><\/p>\n\n\n\n<p>With <a href=\"https:\/\/www.leadshook.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">LeadsHook<\/a>, marketers become observers of prospects\u2019 behavior and based on the path taken and responses, marketers can learn prospects underserved needs and dynamically generate personalised sales copies, offers, product recommendations, reports, PDFs, action-steps, and plans.<br><\/p>\n\n\n\n<p><a href=\"https:\/\/www.leadshook.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">LeadsHook<\/a> produces thousands and even millions of combinations of personalized content and allows marketers to position their content, solutions and products with respect to prospects\u2019 needs, wants, problems and desires &#8212; this is personalized product-market fit at scale.<br><\/p>\n\n\n\n<p>In order to personalise your offer, create a decision tree with logic so leads are directed to the best offer possible. &nbsp;Drag &amp; Drop \u2018Nodes\u2019 to create your decision tree&#8230;<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/PDt6oMVNk3rT7FhSPzxRHJ2C8ChHeQnWfaXdm-T3V3PTW4wdOHELzVqhbYZgMCYkNWrDK_TAsVbfFLjvKNNaQT6H49k9Klr9l-mxQg2wTR4BrS7SF9__vA2WKq6VpovS9U6SheC7\" alt=\"\"\/><\/figure><\/div>\n\n\n<p>Decision trees can be created with as many nodes as required. &nbsp;A node is a interaction such as a question like the one below.<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/DgaEJvImkb6kjCkun5-yXaNMJyPVWeM0Uvn-kedt6AAZWuTkcLfNhc5pPuYhx3MmGdyMOhuK_Cd2MnVVNY71D7L59pfgNbT4DHI3Ukk85DCerJfkPKm81EsGogSFKuKqlvIhB5nF\" alt=\"\"\/><\/figure><\/div>\n\n\n<p>An answer to a question can be used to generate a specific path and even a specific piece of content (a combination of text, images or videos). &nbsp;A much more powerful use case is combination of more than one answer to present personalized content.<br><\/p>\n\n\n\n<p>Image these 3 prospects\u2026 <br><\/p>\n\n\n\n<ol>\n<li>Prospect with revenue of $1M per annum with 20 employees<\/li>\n\n\n\n<li>Prospect with revenue of $100,000 per annum with 5 employees<\/li>\n\n\n\n<li>Enterprise-level client<\/li>\n<\/ol>\n\n\n\n<p>You can focus on the ideal prospect for your product and stage of growth. &nbsp;Perhaps, enterprise prospects are not a good fit for your product.  As a marketer, knowing and learning about the market segment allows you to align your offer and your marketing to increase your success.<br><\/p>\n\n\n\n<p>With LeadsHook, you learn and create automated workflows at scale.<br><\/p>\n\n\n\n<h1>\f<\/h1>\n\n\n\n<p><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lead conversion is the next step following lead generation. The aim of the lead generation step is to get as many targeted visitors through various techniques to your SaaS website. Getting traffic is hard but getting targeted traffic is definitely harder. Why all this emphasis on getting targeted traffic? Getting targeted traffic is the very [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SaaS Lead Conversion - Referral Marketing Blog - EarlyParrot<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.earlyparrot.com\/blog\/saas-lead-conversion\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SaaS Lead Conversion - Referral Marketing Blog - EarlyParrot\" \/>\n<meta property=\"og:description\" content=\"Lead conversion is the next step following lead generation. The aim of the lead generation step is to get as many targeted visitors through various techniques to your SaaS website. Getting traffic is hard but getting targeted traffic is definitely harder. Why all this emphasis on getting targeted traffic? 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