10 Tips for Driving SaaS User Adoption in 2024

10 Tips for Driving SaaS User Adoption in 2024

Poor user adoption is a quiet killer for SaaS companies. While growth teams are focused on gaining new leads and resolving user issues, users who never fully take advantage of a product are sneaking under the radar — and quietly leaving for competitors. 

Improving user adoption is a proactive process that starts before customer onboarding by contextually understanding your users. To achieve meaningful results, you must develop a strategy to help your users find value in your product and make the most of all your tools and features. 

In this article, we’ll explore the importance of user adoption and strategies SaaS companies can follow and implement to help guide users to their desired outcomes – ultimately driving user adoption.

What is SaaS User Adoption?

User adoption is achieved when users decide to go all-in on your product. For SaaS companies, product adoption happens when users convert from new users still getting used to your platform to fully immersed, habitual users. 

When users fully adopt your platform, they stop shopping around or testing competitors and trust your SaaS to help them achieve their goals – leading to users who truely find value in your platform, rely on it for their daily processes, and creates upselling opportunities. 

The Importance of a User Adoption Strategy for SaaS Companies

Many SaaS brands consider user adoption the natural outcome of user onboarding. And while a great product-led onboarding experience can boost user adoption, it’s still important to have an adoption strategy beyond standard onboarding. 

Here’s what a great user adoption strategy can do for your SaaS company:

1. Improve product-led growth with retention and upsells

Customer acquisition is expensive. For enterprise-level SaaS brands in specific industries, it can cost almost $15,000 just to gain one new customer. A strong user adoption strategy prevents those costly customers from churning before you can see a return on your investment. 

High user adoption rates improve customer retention and make upsell or cross-sell users easier. If they already see the value in your brand, they’re more likely to trust your recommendations and purchase new or additional products. 

2. Lower churn rate by increasing customer value

A high churn rate, or the rate customers cancel subscriptions, is a telltale sign that your users aren’t happy with what you’re offering them — but it doesn’t always mean your product or service is the wrong fit. A user churning might mean they couldn’t see the value of your SaaS. 

Guiding users to find value in your product can prevent customer churn. A user adoption strategy helps direct users on using various features and tools within your platform, setting them up for long-term success.

3. Increases overall customer lifetime value

For subscription-based platforms, customer lifetime value (CLV) is critical to profitability. CLV needs to outweigh acquisition costs and other business expenses, and for most SaaS companies, that doesn’t happen immediately after a new user signs up. 

A user adoption strategy increases customer lifetime value by giving users the resources they need to find success with your platform. Customer lifetime value will also improve when customer retention is high and churn low. 

4. Better experiences mean better products, happier customers

Even the most powerful SaaS platform will have trouble taking off without a great user experience. If your users don’t understand how to get the most out of your platform, they’ll start looking for an alternative — even if you have all the latest features and tech. 

Investing in user adoption means investing in user experience. An excellent user adoption strategy focuses on supporting your customers’ needs, leading to better overall experiences and happier customers.

10 Steps to Creating an Effective SaaS User Adoption Strategy

Here’s how you can start building an effective user adoption strategy for your SaaS. 

1. Understand your customers’ challenges and segments

Many SaaS brands fail to connect with their customers because they think the technology should speak for itself. Rather than focusing on how they can help users solve challenges or reach their goals, they build onboarding plans that read more like technical manuals. 

To make your user adoption strategy more effective, get to know your customer segments and their unique challenges. You can gather this information by: 

  • Sending surveys to existing customers and prospects. 
  • Collecting customer information through website lead forms, onboarding tools, and support requests.
  • Using product analytics.

Create high-level customer personas that outline your answers and insights. Then try to answer the following questions based on the data you collect: 

  • Who is my target customer? What is their job title, industry, and company size? 
  • What challenges are they facing? What outcome are they looking to achieve? 
  • How can my SaaS provide that outcome? What are my strengths and weaknesses?
  • What competitors or product alternatives is my target customer considering? How does my SaaS compare? 
  • What areas are existing users still struggling with? Why are they unable to solve those challenges? 


2. Map your customer and user journey

Customer journeys tend to follow the same five stages:

  1. Awareness 
  2. Consideration
  3. Purchase
  4. Retention 
  5. Advocacy

Most SaaS businesses focus all their user adoption efforts on the “retention” stage — but it should be seen throughout the entire process. 

Customer adoption happens when customers use the right tools to meet their needs and find real value in your product or service. This means that even during the awareness and consideration stages, SaaS brands must step away from a one-size-fits-all marketing and sales approach. Leads and prospects need to be shown the tools or features that align with their challenges to solve. 

Mapping out your customer journey from awareness to advocacy makes identifying opportunities to be proactive about user adoption easier. 

For example, personalized email campaigns or targeted ads during the awareness or consideration stages can help set the foundation for user adoption before a new user begins onboarding.

Marketboomer scaled its SaaS adoption with Whatfix's in-app onboarding and self-help suport

3. Use a product analysis tool to understand user flows, time-to-value, activation, and other adoption-related metrics

Product adoption metrics will be your guide to determining your user adoption strategy’s strength. A product analysis tool gives you the insights your team needs to make better decisions and connect with your users more efficiently – without relying on engineering resources or developer dependencies. 

A product analysis tool lets you keep track of adoption-related metrics, including: 

  • User flows: User flows visualize how users interact with your product and content to better understand the path (or “flow”) they take to complete a specific action 
  • Time-to-value: Time-to-value measures the amount of time it takes a new user to realize value from your product (known as the “aha!” moment) 
  • Product activation: User activation is the number of new users that reach “activation,” or the action you’ve determined signifies they’ve reached their “aha!” moment

These metrics are just a starting point, but they can help you develop a deeper understanding of how users are engaging with your product. 

As you develop your user adoption strategy, track metric changes to determine what is working and what isn’t. Identify areas of improvement and implement strategy adjustments to build better connections with your users.

11 Must-Track Product Adoption KPIs & Metrics to Analyze With Whatfix

4. Create contextual in-app guidance for onboarding and continuous learning

A robust user onboarding experience sets the foundation for user adoption, and in-app guidance is an efficient way to make your onboarding experience as engaging as possible. 

Use in-app guides, product tours, instructions, task lists, and more to help your users learn by doing. Next steps and tips are presented to them as they move through actions or engage with features, giving users personalized assistance to keep them engaged. 


And your in-app guides can go beyond just a user onboarding checklist with tools like a digital adoption platform

(DAP) like Whatfix, you can add helpful nudges or tips to introduce existing users to new features, product updates, or platform redesigns. Making a proactive effort for continuous learning ensures your users stay engaged and find value in your product.

Create personalized in-app guidance and self-help support experiences with Whatfix

5. Build end-user help and support content

No matter how strong your onboarding process is, your users will run into questions. It’s expected — but answers should be readily available for them when it happens. 

Creating customer self-help and support content allows your users to get additional assistance on demand, exactly when they need it. 

You can then use this content in: 

  • User knowledge bases. A centralized, searchable knowledge base hub of resources, information, and data users can access when they need support.
  • AI chatbots. Use AI to assess user challenges and direct them to the most relevant solutions.
  • Contextual content. Link to your help content in in-app guides, blogs, support conversations, and more to provide in-depth information at the right time. 

Having a comprehensive bank of help and support content readily available can also give your team a break. Users can get help independently, freeing up your support team to focus on more complex problems. Shorter time-to-resolution for user issues can increase product satisfaction and improve user adoption. 


6. Use a variety of end-user training methods

End-users learn differently, meaning the training method that best aligns with their needs will vary from person to person. While some may like a hands-on guided approach, others may prefer to explore your SaaS independently and learn as they go. To improve user adoption, you need training methods that meet their needs. 

Here are some standard end-user training methods to consider: 

  • One-on-one product training. Direct training led by a product expert helps solve complex problems and provides a personalized touch to learning. 
  • eLearning. Online modules end-users can work through at their own pace and on their own time. 
  • Webinars. Provides an opportunity to dive deep into a particular topic and is great for connecting with large groups of users at once. 
  • Self-service tutorials. Like your knowledge base, self-service in-app tutorials give short, to-the-point instructions on specific features or activities that users can access whenever needed. 

A holistic end-user support and training plan keeps your users engaged and ensures they don’t slip away because of product issues or confusion. They’ll reach time-to-value faster and see more benefits from your product.

7. Continuously experiment with in-app messages and guidance to improve user experience

Testing new in-app messages and guides is a great way to catch users’ attention and keep them engaged. Switching up your user adoption strategy to align with changing needs, new updates, or just trying something new can prevent your onboarding or education material from growing stale and outdated. 

Here are some ways to use in-app messages and guides that you may not have already considered: 

  • Live chat. Give users quick access to on-demand support, resources, and live help right within your app. 
  • Tip pop-ups. Pop-ups showing tips or instructions point your users to the next point in the process to complete a task. 
  • Product tours. Guide your users through how to use your product with on-screen overviews and instructions. 
  • Checklists or to-do lists. An in-app to-do list shows users what they still need to complete. 
  • Alerts. Using pop-ups as alerts can ensure you get users’ attention to relay important information. 
  • Feedback requests. Add a pop-up to collect feedback requests and allow users to give their input without ever leaving the app. 

Get creative with how you add in-app messages or guidance. Look for new, personalized ways to connect with users and include visuals or interactive content that will help keep them engaged.


8. Collect user feedback

A strong user adoption plan is built with users in mind, meaning their input is crucial for building and refining a strategy that works. Collect user feedback and incorporate those insights to improve adoption rates. 

Go straight to the source to collect customer feedback, including connecting with your users through: 

  • In-app messaging 
  • Short surveys and prompted requests
  • One-on-one conversations
  • Social media 

But you’ll also want to include non-direct feedback, such as reviews, social media threads, or conversations on forums or in communities. 

Looking externally for feedback from users (especially past users) is a great way to identify areas for improvement. See what prompted past users to switch to a competitor or see what areas your product falls short compared to your competitors.


9. Provide easy-to-use, open communication channels between customers and CSMs

Customer success managers (CSMs) are focused on helping users succeed — but if it’s difficult for users to get in touch when they need help, they cannot do their job. 

An omnichannel approach to customer communication gives your users multiple paths to getting help. That might include providing support via email, phone, social media, live chat, SMS message, and more. 

The channels you choose should align with how your users prefer to communicate. If they spend most of their time on social media, only offering CSM assistance through email will probably lead to a poor user experience. Meeting their needs rather than just choosing the easiest option can go a long way. 

But that doesn’t mean you need to complicate the process for your CSMs. Tools like Freshdesk can make it easier for your team to manage multiple communication pathways and deliver better experiences. 

10. Identify power customers and users, and turn them into product adoption evangelists

Who better to encourage new users to stay engaged with your product than those already reaping the benefits? Loyal customers and power users are great for connecting with your new user base. 

Power users have been in your new users’ shoes and can provide peer-to-peer insights that your team may struggle to deliver authentically. Incorporating power users into your adoption strategy can help improve trust and facilitate more profound connections. 

Here are some ideas for converting your top customers to adoption advocates: 

  • Write case studies. Show off user results and outcomes in written, video, or interactive case studies. 
  • Create an affiliate program. Reward power users for bringing on new users with an affiliate or referral program. 
  • Get on social media. Encourage your top users to share how they use your product across their social media platforms.
  • Build a digital community. An online platform, forum, or chat group where users can connect and interact makes it easy for power users to showcase how they use your product to get results.
Create a data-driven, effective SaaS user adoption strategy with Whatfix’s in-app guidance and product analytics

Driving SaaS user adoption is an ongoing process — one that requires a well-thought-out strategy beyond just user onboarding. But with the right data, team, and tools, improving user adoption doesn’t have to be an uphill battle. 

With in-app guidance and product analytics, Whatfix is the place to start. With Whatfix, you can: 

  • Build in-app instructions, pop-ups, surveys, and more 
  • Collect user behavior and product analytics and insights 
  • Improve user experience with personalization and customization 

Learn how Whatfix can improve user experience and SaaS adoption rates. 

Like this article? Share it with your network.
Subscribe to the Whatfix newsletter now!
Table of Contents
Software Clicks With Whatfix
Whatfix's digital adoption platform empowers your employees, customers, and end-users with in-app guidance, reinforcement learning, and contextual self-help support to find maximum value from software.

Thank you for subscribing!

Sign up for the Whatfix blog
Join 300,000+ monthly readers learning how to drive software adoption by signing up to receive the latest best practices and resources.
Software Clicks Better With Digital Adoption Platforms
70% of organizations will use a DAP to enable end-users with in-app guidance to drive digital ROI by 2025. Discover why in our DAP guide.