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How to Prevent Your SaaS Trial 
from Feeling Like a BAD Online Date
70% 
of those who register for a SaaS trial 
never try the product 
—Totango, 2012 
83507075168025
A HUGE opportunity, so 
EMI registered for numerous SaaS trials 
to understand how companies 
are tackling this problem
Unfortunately, many of our interactions 
felt like a BAD online date
At the start, they appear 
to be the dream date
And seem 
really interested 
83% made contact 
within 24 hours 
50% assigned a rep 
to follow up 
8350707516802583507075168025
They offer ways 
to get to know them 
In the first email, 
58% offered 2-4 assets 
to educate and engage us 
83507075168025
But don’t ask 
about you 
16% asked 
about our interests to 
inform future assets and offers 
83507075168025
In fact, they only talk about themselves 
80% never adjusted 
their communications to 
reflect our lack of engagement 
with the product! 
83507075168025
And finally disappear without a word 
80% never acknowledged 
that the trial ended 
Only 25% offered 
a trial extension 
8350707516802583507075168025
Not interested in 
what went wrong 
Asked why we didn’t purchase the product 
% 
0
5 rules that make for 
a happy SaaS trial union 
Give a killer first impression 
Offer a spectrum of choices 
Ask questions and identify user interests 
Monitor engagement and adjust communications accordingly 
Learn from your mistakes 
1 
2 
3 
4 
5
Let EMI Strategic Marketing 
be your partner in creating engaging 
SaaS trial communications 
that convert. 
Greg Smith 
Managing Director, Technology Practice 
gsmith@emiboston.com 
617-226-4330

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5 Rules for Increasing Your SaaS Trial Conversion Rate

  • 1. How to Prevent Your SaaS Trial from Feeling Like a BAD Online Date
  • 2. 70% of those who register for a SaaS trial never try the product —Totango, 2012 83507075168025
  • 3. A HUGE opportunity, so EMI registered for numerous SaaS trials to understand how companies are tackling this problem
  • 4. Unfortunately, many of our interactions felt like a BAD online date
  • 5. At the start, they appear to be the dream date
  • 6. And seem really interested 83% made contact within 24 hours 50% assigned a rep to follow up 8350707516802583507075168025
  • 7. They offer ways to get to know them In the first email, 58% offered 2-4 assets to educate and engage us 83507075168025
  • 8. But don’t ask about you 16% asked about our interests to inform future assets and offers 83507075168025
  • 9. In fact, they only talk about themselves 80% never adjusted their communications to reflect our lack of engagement with the product! 83507075168025
  • 10. And finally disappear without a word 80% never acknowledged that the trial ended Only 25% offered a trial extension 8350707516802583507075168025
  • 11. Not interested in what went wrong Asked why we didn’t purchase the product % 0
  • 12. 5 rules that make for a happy SaaS trial union Give a killer first impression Offer a spectrum of choices Ask questions and identify user interests Monitor engagement and adjust communications accordingly Learn from your mistakes 1 2 3 4 5
  • 13. Let EMI Strategic Marketing be your partner in creating engaging SaaS trial communications that convert. Greg Smith Managing Director, Technology Practice gsmith@emiboston.com 617-226-4330