All posts in SaaS


How to Be GDPR Compliant: A Guide for SaaS and Beyond

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A spectre is haunting Europe – the spectre of GDPR.

It seems to be the one thing everyone in the data security industry is talking about, Equifax aside…

Articles are being written, consultancy firms are popping up, and businesses are quietly panicking.

Yet, like so many grand legislative changes, many people are unsure what GDPR is, how it could affect their business, or whether they should even be worried about it at all.

In this article, we’ll be looking to clear up some of those misconceptions while presenting actionable steps for how companies can go about adjusting to the coming changes. We’ve scoured the available resources to find the answers to our concerns about GDPR and now we’re sharing it with you.

(Still employ a consultant though. As you’ll see, there’s too much at stake not to!)

We’ll explore not just the impact on European companies but also companies outside the European market who process or control data which could come under the scrutiny of these EU measures.  SaaS companies like Process Street will find themselves needing to adapt their services for their large European clients, and if you work within the SaaS field you might have to do so too.

Before we go further, let me give you a Too Long; Didn’t Read:

The best short summary of the ethos of GDPR I’ve read comes from Wired:

For companies that have more than 250 employees, there’s a need to have documentation of why people’s information is being collected and processed, descriptions of the information that’s held, how long it’s being kept for and descriptions of technical security measures in place

The GDPR broadly sets out:

  • You need to have a system in place to manage data and security.
  • You need to have that system fully documented.
  • You need to operate with the parameters of the GDPR, e.g.
    • Consent boxes cannot be auto-filled as “yes”.
    • Companies must respond to access requests from users within 1 month.
    • Requests for personal information must be processed free of charge.

At the end of this article, you’ll find a free Process Street checklist which uses ICO recommendations and Article 29 Working Party advice to guide you through assessing your company’s GDPR readiness!

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The Art of SaaS Review: What SaaS Is and How to Do It Right

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The Art of SaaS shows that even industry veterans are sick of unnecessary jargon and bloated descriptions.

Rather than spending thousands of words (or multiple books) trying to explain every variation of the SaaS model, it draws from the experiences of Dr. Ahmed Bouzid and Dave Rennyson in order to cover all of the basics of a quality SaaS business in less than 60 pages.

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Being so short, an Art of SaaS review might seem redundant at first. Why not just read the book in about an hour and learn what the authors believe to be:

  • What SaaS is
  • The bargain between vendor and user
  • The importance of uptime (and how to maintain it)
  • The three priorities all teams should share
  • The three practices which achieve those priorities
  • The structure of every team, and how they should be managed

Well, in this post I’m going to cover both the core takeaways of The Art of SaaS and the context surrounding the book itself by drawing from other figures in the field.

I’ll show you why this odd little volume is worth reading and what pitfalls to avoid when taking it at face value.

Let’s get started.

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The Needlessly Complex History of SaaS, Simplified

Benjamin Brandall
August 30, 2017

Look up the history of any modern technology, and you’re taken on a quick-fire tour of antiques, innovations, failures, successes, bubbles, booms, and busts.

Unlike the history of the Roman Empire or Greek poetry, software history is almost immeasurably short.

It’s rich and it’s exciting, but it’s also full of strange developments. Developments that never really went anywhere, but serve as warnings to organizations of the kinds of flops to avoid.

New terminology and seemingly revolutionary inventions have cropped up every single year since the 1960s, but by now most of what formed the foundations for today’s software market is obsolete.

The Department of Defense’s SaaS timeline is broad (and not particularly exciting-looking), but it gets the job done.

In today’s world, the majority of businesses and consumers use software-as-a-service (SaaS). If you define SaaS an application that can be accessed through a web browser and is managed and hosted by a third-party, then Facebook, Snapchat, Google — and many things that most people would just call ‘websites’ — are SaaS products.

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What We Learned Analyzing 281 Full Sales Cycles (1,183 Emails & Voicemails)

Every SaaS company pours mountains of resources into building a sales team, creating efficient sales processes, and optimizing sales emails.

That’s because the most direct way to impact your revenues is by making sure your sales processes are as tight as possible.

But, how can you be sure you use the most effective methods to follow up with leads and close more deals?

Maybe we can help.

In partnership with PersistIQ, we analyzed the complete sales cadences of 281 SaaS companies, from intro to break-up. That included signing up for a whole heap of free trials, and then collecting over 1,000 emails and voicemail transcriptions.

If you want to get proven insights from some of the world’s best SaaS sales teams, build your ideal sales sequence and learn to write emails that close deals, then check out Inside SaaS Sales.

Inside SaaS Sales is a microsite we launched that collects and organizes every single piece of sales communication we received. It’s all there for you to browse through, swipe, and analyze.

With such a lot of data, it’d be silly not to study it to find out the key trends and share that knowledge with you. So, keep reading for our full analysis of the data!

Here are our key findings:

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Every SaaS Referral Program You Need: 51 Ways to Earn More Money

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You don’t have to be a consultant to get paid for recommending software. Instead, you can earn money or in-app credits by using a referral program.

In other words, you can earn money for referring products without paying a cent. Yes, I know that sounds like a “I earn $1,537.87 per day from home” clickbait ad, but it’s true.

referral program - scrooge mcduck
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The Only 14 Startup Tools You Need to Build a Unicorn

Imagine if you had to send marketing emails manually, or keep your records in a tattered binder on your desk.

Every company, even startups, needs to make a minimum investment in SaaS tools for work like email marketing, project management, and tracking sales.

But the catch is that some of these startup tools can cost huge amounts of money, and when you’re a young startup you don’t want to be forking out in excess of $2,000/user/month for just one piece of software.

The point of this post is to explain the minimum viable SaaS stack your startup should invest in, based on what we’ve found out at Process Street in our many (many, many, many) tool-testing escapades. I’ll even do the math for you, and collate the estimated annual cost at the end.

Ready to start building up your toolbox with the best SaaS out there?

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How To Earn Money With Process Street’s Partner Program

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Want to make more money from your clients, without making them pay more?

Well, with Process Street‘s partner program you can do just that – for every customer you refer who sets up a paid account, you’ll get a cut for no extra effort. Hell, there’s a reason we’re one of the top business process management software apps on the market.

To get you started, this section of our consultant’s guide to Process Street will go through:

  • How to generate passive income by referring Process Street
  • How the partner program works
  • How much you’ll earn from referred sales
  • How to earn money from referring people without your unique link
  • Setting up your affiliate account
  • Generating your referral link
  • How payments work
  • Monetizing Process Street outside of referrals

partner program money

If you have reservations about recommending us to clients that’s not a problem – just check out any reviews of Process Street to get a little assurance before earning passive income with referrals.

Let’s get to maximizing your profits without needing extra effort or money from you or your clients.
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An Introduction to Process Street for Consultants

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Today is the first post in a new series – a guide to help consultants and their clients work with Process Street to boost efficiency and be more productive.

Whether you’re documenting your clients’ business processes, updating their toolkit, or generally improving company tools and practices, Process Street is the easiest way to document and manage both your personal and clients’ workflows.

Over the next seven weeks we’ll go through:

  • An introduction to Process Street for consultants – why you should care, and the core features
  • Advanced features such as process automation and custom share links
  • Common use cases and how best to use Process Street in different forms of consulting
  • The benefits of Process Street as part of your (and your clients’) toolkit
  • How to easily set up and hand off processes to your clients
  • How our partner program works
  • Extra resources to become a true master of efficiency

I’ll even be writing this guide to let you give it to your clients to teach them how to use Process Street. After all, efficiency is the name of the game.

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So, join me today as we kick off this mega guide for consultants by explaining what Process Street is, what the core features are, and why the hell you should care about it.
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How to Live Stream: The Complete Guide for Businesses

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Learning how to live stream may be intimidating, but it’s insanity to ignore the marketing opportunities and advantages it creates for your brand and company.

Want to engage your audience beyond your written content? 80% of brand audiences prefer watching a live video to reading a blog post.

Reaching out through social media? Live videos get more than double (+135%) the organic reach of photo posts.

In fact, producing live videos:

  • Lets you reach a wider audience
  • Encourages active engagement with your brand
  • Builds stronger relationships with your viewers
  • Provides a wealth of content to repurpose
  • Makes you stand out from the crowd

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To help you take advantage of live streaming, I’ll break down the benefits of doing it, the platforms and equipment you can use, and the types of streams you can host. If you want to know why, what, and how to live stream to give your marketing efforts a boost, keep reading.
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55 Insanely Useful Startup Blogs: VCs, Sales, Marketing & Design (2017)

At Process Street, a lot of startup blogs are required reading for our team.

It makes sense, because your startup will be informed and improved by what it reads, and every team needs to stay on top of what’s being spoken about.

In this post, I’ve compiled the 55 best blogs for startups (plus one recommended article from each) in these categories:

  • Venture capitalist blogs
  • Marketing blogs
  • Sales blogs
  • UX & design blogs
  • Customer success & support blogs

… All focused specifically on advice for startups.

Here they are:

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