15 Best Customer Experience Examples from SaaS Companies

Userpilot Team
9 min read3 days ago

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A great customer experience can differentiate your product from the rest, make users stay with you, and ultimately boost product engagement.

But what are the best customer experience examples in SaaS?

Let’s clarify the customer experience and then look at 15 examples of how other companies are implementing it.

TL;DR

  • Customer experience encompasses all customer interactions with a brand. It’s crucial for retention, loyalty, marketing, reducing churn, and increasing lifetime value.
  • Let’s go over 15 of the best customer experience examples from other successful SaaS companies:
  1. Userpilot’s In-App Guidance: Userpilot’s onboarding with interactive walkthroughs enhances customer satisfaction by providing tailored and responsive guidance.
  2. Zendesk’s Personalization: Zendesk personalizes support by leveraging customer data, leading to effective issue resolution and stronger user relationships.
  3. Salesforce’s Trailhead Learning Platform: Salesforce’s Trailhead uses interactive learning and gamification to engage users and enhance product usage.
  4. Slack’s Customer Onboarding: Slack’s tailored onboarding and Slackbot support quickly acclimate new users, reducing the learning curve and increasing satisfaction.
  5. HubSpot’s Inbound Marketing Strategies: HubSpot’s inbound marketing uses personalized content and support to attract and engage users, fostering loyalty.
  6. Zoom’s User-Friendly Interface: Zoom’s intuitive interface and 24/7 virtual agent support ensure a seamless and accessible user experience.
  7. Dropbox’s Simplified Collaboration: Dropbox’s team merge feature and integrations simplify real-time collaboration.
  8. Intercom’s Real-Time Support: Intercom offers real-time support through live chat and in-app messaging, providing timely and personalized assistance.
  9. Asana’s Customizable Workflows: Asana’s customizable workflows adapt to team needs, making project management efficient and organized.
  10. Canva’s Community Engagement: Canva builds a strong community through sharing, events, and forums.
  11. Mailchimp’s Data-Driven Insights: Mailchimp uses customer data to personalize interactions and optimize marketing, enhancing user satisfaction and loyalty.
  12. Trello’s Visual Task Management: Trello’s visual task management tools simplify organization and prioritization.
  13. Shopify’s Comprehensive Support: Shopify offers 24/7 multi-channel support and extensive resources, ensuring users have access to help anytime.
  14. SurveyMonkey’s Customizable Survey Templates: SurveyMonkey’s customizable templates allow for tailored feedback collection, engaging users, and building loyalty.
  15. Adobe Creative Cloud’s Integration and Collaboration Tools: Adobe’s integrated suite and collaborative features streamline workflows.
  • If you’re interested in diving deeper into improving customer experience book a Userpilot demo to see how you can streamline the product experience without coding.

What is customer experience and why does it matter?

Customer experience refers to a customer’s overall perception and satisfaction when interacting with a company’s products, customer service teams, and brand.

It encompasses every touchpoint and customer interaction, from initial discovery and purchase to ongoing support and usage.

In SaaS, it is essential to provide a smooth customer experience to:

Excellent customer experience examples from famous brands

Now, let’s go over 15 of the best customer experience examples from other successful SaaS companies. And see what we can learn from them.

Userpilot’s in-app guidance for improving customer satisfaction

Userpilot’s onboarding process involves different interactive walkthroughs that handhold new users throughout its core features.

It works well to improve customer satisfaction because — instead of showing a generic product tour that users are likely to skip — they implement in-app flows that:

  • Hand-hold users step by step with progressive onboarding.
  • Respond to in-app behavior in real-time.
  • Avoid overwhelming users with information they won’t retain.
  • Enhance their learning experience.
userpilot best customer experience examples
Userpilot interactive walkthrough example.

Zendesk’s personalization for exceeding customer expectations

Zendesk personalizes customer interactions by leveraging data to tailor support experiences across multiple channels.

For this, they collect and analyze customer data to understand individual preferences and needs, allowing them to provide personalized support and relevant recommendations.

This way, Zendesk not only resolves issues more effectively but also builds stronger relationships with its users.

zendesk best customer experience examples
Zendesk chat support.

Salesforce’s Trailhead learning platform

Salesforce’s Trailhead is an innovative learning platform designed to educate users on how to use their products effectively. The platform features interactive and engaging learning modules that cater to different skill levels, along with gamification elements like badges and points.

This platform allows Salesforce to foster a community-driven approach where users can share their progress and help each other. It enhances the customer experience by making learning fun and accessible. Plus, the gamification elements and community support keep users engaged and motivated to learn — leading to better product usage and satisfaction.

That said, as Salesforce provides users with knowledge and skills, they ensure that customers can maximize the value of their products, leading to higher retention and loyalty.

salesforce best customer experience examples
Salesforce trailhead site.

Slack’s customer onboarding

Slack’s onboarding process is tailored to the user’s role and needs, ensuring that each user gets relevant information and support from the beginning.

It triggers a guided tour that highlights essential features, helps you get started with building your workspace, makes it easy to invite team members, and handholds you through setting up an account. Plus, it prompts users to interact with Slackbot, which is a virtual assistant that answers questions and provides tips.

This customer experience strategy helps new users quickly understand how to use Slack effectively, it reduces the learning curve and enhances customer confidence.

slack best customer experience examples
Source: UserOnboard.

HubSpot’s inbound marketing strategies

HubSpot is the godfather of inbound marketing.

This means that instead of purchasing ads to meet marketing goals. HubSpot follows a strong inbound marketing strategy that involves developing customer relationships through organic channels (such as content, email, social, etc.).

They enhance customer experience by creating valuable content that attracts and engages users. They use personalized marketing that caters to individual customer journeys, providing relevant information and resources at each stage of the customer lifecycle.

Also, HubSpot offers a good customer service experience and educational resources to help users maximize the platform’s potential.

As a result, HubSpot helps users achieve their goals and solve their problems, leading to a better customer experience and stronger customer loyalty.

hubspot best customer experience examples
Source: Hubspot.

Zoom’s user-friendly interface

Zoom’s customer experience is a delight because it was the first video meeting platform with an intuitive and user-friendly interface, simplifying the process of joining and hosting meetings. The platform provides clear and accessible controls for all users, regardless of technical expertise.

Plus, Zoom has a virtual agent chatbot that’s available 24/7 and uses machine learning to respond to customers’ queries like a human would (and relay the case to the customer support team when needed).

As a result, Zoom manages to reduce friction and ensures that users can quickly and effortlessly connect with others.

Zoom best customer experience examples
Zoom’s interface.

Dropbox’s simplified collaboration

Dropbox enhances the customer experience by offering a team merge feature that allows users to easily share files and collaborate in real time.

It also provides seamless integration with other tools and platforms. Plus, its simplified user interface makes file management intuitive and efficient.

The team merge feature not only enables users to work together more effectively but also helps teams stay organized and productive, reducing frustration and enhancing satisfaction.

dropbox best customer experience examples
Dropbox team merge.

Intercom’s real-time support for providing excellent customer service

Intercom stands out with exceptional customer service by offering real-time support through live chat and in-app messaging. Their use of automation provides instant responses to common queries, while personalized interactions based on user data ensure relevant and helpful support.

This approach reduces wait times, ensures that users receive timely and relevant help, and ultimately delivers a support experience that exceeds customer expectations — elevating the customer experience.

intercom best customer experience examples
Intercom’s chatbot support.

Asana’s customizable workflows

Asana improves project management with customizable workflows that allow teams to tailor processes to fit their specific needs.

The platform enables easy tracking of project progress and task assignments and provides visual tools like timelines and boards to enhance organization.

These customizable workflows are beneficial for customer experience because they adapt to the unique requirements of each team, making project management more efficient and productive.

asana best customer experience examples
Source: Asana.

Canva’s community engagement for nurturing a positive customer experience

Canva fosters a strong community by creating a platform where users (design experts, creators, teachers, developers, and so on) can share designs and ideas, participate in community challenges, and engage in events.

They even provide funds to host community events.

Community engagement builds a positive customer experience because it creates a sense of belonging and support. It helps users connect with others, share their work, and receive feedback. And as a result, builds loyalty and encourages users to remain engaged with the platform.

canva best customer experience examples
Canva community.

Mailchimp’s data-driven insights for personalized customer interactions

Mailchimp has implemented a feature that allows its users to leverage customer data to provide tailored recommendations and content — just like tech giants such as Amazon and Netflix.

For this, the platform analyzes user behavior to optimize marketing strategies and offers insights and analytics to help users improve their campaigns.

This feature improves Mailchimp’s customer experience because they provide their customers with an easy, repeatable solution that is only possible for FANG companies. Of course, it also leads them to make more money from product recommendations — increasing their loyalty toward the brand.

mailchimp best customer experience examples
Source: Mailchimp.

Trello’s visual task management

Trello enhances task management with a visual approach that uses boards, lists, and cards to organize tasks intuitively. The platform provides easy drag-and-drop functionality for task prioritization and integrates with other tools to streamline workflows.

This approach is effective for customer experience because it makes organizing and tracking tasks more intuitive and engaging — helping users to see what needs to be done and prioritize their work.

trello
Source: Trello.

Shopify’s comprehensive support

Shopify supports its users 24/7 with great customer service via multiple channels, including live chat, email, and phone. The platform also offers a rich library of resources and tutorials, as well as community forums where users can ask questions and share solutions.

In short, Shopify’s support is there for you anytime, anywhere, and for anything.

Such a level of support improves the customer experience by ensuring that users have access to help whenever they need it. And as a result, they enhance user confidence and satisfaction.

shopify support
Shopify help center.

SurveyMonkey’s customizable survey templates for collecting customer feedback

SurveyMonkey is a great tool for gathering feedback, featuring a wide range of customizable survey templates to start from. The platform provides easy-to-use tools for creating and distributing surveys, as well as advanced analytics to interpret and act on the data you gather.

These customizable survey templates are beneficial for customer experience because they allow businesses to create surveys that meet their needs and gather specific feedback from their users (without coding it from scratch).

This way, SurveyMonkey offers a pleasant customer experience that’s likely to engage users and build loyalty.

surveymonkey templates
SurveyMonkey templates.

Adobe Creative Cloud’s integration and collaboration tools

Adobe Creative Cloud involves a suite of tools that integrate and make collaboration easier. It includes cloud storage for easy sharing and access to projects, as well as features that allow multiple users to work on projects simultaneously.

In short, Adobe’s suite of products allows their users to streamline their workflows and enable efficient teamwork.

This enhances the customer experience because it makes it easier for teams to work together and stay productive, leading users to achieve their creative goals more efficiently (and thus higher customer satisfaction).

adobe suite
Adobe Creative Cloud.

Conclusion

After going over the best customer experience examples from companies Userpilot, Zendesk, and Salesforce. We can observe their significant impact on customer retention, brand loyalty, and overall satisfaction.

Following these examples can foster stronger customer relationships, reduce churn, and drive long-term success.

So, if you’re interested in diving deeper into improving customer experience, book a Userpilot demo to see how you can streamline the product experience without coding.

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Userpilot Team

Userpilot is a Product Growth Platform designed to help product teams improve product metrics through in-app experiences without code. Check out userpilot.com