What's the best way to track a B2B SaaS onboarding/signup funnel?
Hey everyone! I'm curious to learn how other B2B SaaS companies are tracking their onboarding/signup funnel. This is a big question, so let me narrow it down. How do you accomplish these two things:
- Visualize and track all of your new signups
- Lead/health score new signups
Is there a tool that you use? Did you roll your own internal tool? Or, maybe you don't have a good process for this at all?
In talking with other founders it seems like this is something everyone is doing differently. Maybe we can pull out some best practices or surface some good tools.
When running ZoomShift (recently exited this company), we did the following:
• For a long time, we had an internal tool that allowed us to view signups in weekly cohorts. It had some basic lead scoring logic to surface "promising signups," but overall it was nothing fancy. This was a pain to manage, and it really didn't add much value.
• Before selling, we implemented Vitally. This tool is powerful, but it is also expensive. It had a lot more features than what we needed.
As always, thanks for your time and comments!
I'm working on splitbee.io and using our own platform to track that :)
You can build funnels by defining a flow (page views, events).
I would be happy to further discuss your needs :)
I'm using Heap & Google Analytics for the tracking part at churni.io. There are many other analytics solutions that could do the job (Amplitude / Mixpanel) but some of them can quickly become expensive.