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Guide to marketing and selling payments for SaaS platforms

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This guide explores best practices for marketing, selling, and growing your payments solution.

SaaS platforms are often looking for ways to offer complementary services that add extra value for their customers. Supporting payments is a logical extension for many platforms—not only does it offer a more convenient customer experience, it also gives platforms a way to diversify their revenue streams by charging customers for payment features.

As with any new feature you add, your marketing and sales approach will determine its success. While the payment features themselves—and the integration experience—are critical, customer adoption depends on awareness, discoverability, and education. You’ll likely benefit from some organic adoption, but the right go-to-market strategy can increase the usage and revenue of your payment feature even more.

This guide covers the basics of marketing, selling, and growing payments as a feature. We’ve distilled best practices across thousands of partners to help you launch faster and go to market more effectively. You’ll learn how SaaS businesses like WooCommerce, Xero, and Intercom promote their payments offering and see examples of their marketing and sales collateral. We’ll also cover how Stripe can help.


Before you start investing in marketing and sales, make sure you’re offering a winning payment solution—one that you feel proud of and will provide value to your customers. If you have the right foundation and are offering the right features and benefits, your marketing and sales efforts will be that much easier.


For example, make sure that your payments solution:

  • Offers an easy, seamless sign up process. Ideally your payment provider has experience with your type of customer and can make the verification process easy and fast.
  • Supports a variety of payment methods, such as debit and credit cards, digital wallets, and local payment methods.
  • Covers every way your customers want to be paid, including online and in-person payments, invoicing, and recurring payments.
  • Can expand to key markets on your platform, especially if your user base is global.
  • Offers fraud prevention tools and other payment optimization tools.

This is just a brief overview of some of the most important features to include in your payments solution. For more information, read our guide to online payment.

Marketing your payments solution

Think of promoting your payments offering just like you would any other new feature on your platform. You first want to define your audience and messaging, create a cohesive brand and product experience, and leverage distribution channels to get your message in front of the right audience.

Here are five best practices for marketing your payments solution:

1. Define your message

Your marketing strategy and messaging should vary depending on your target customers. For example, it was important for the Intercom team to first understand how customers would use Stripe, then develop their messaging and go-to-market plan around those key benefits in a way that was clear and concise. For example, Intercom knew that their customers would need the ability to view and manage subscription payments while chatting in the Intercom Inbox, plus use billing and subscription information for renewal marketing. With these customer needs in mind, Intercom crafted value prop messaging, like: Answer customers’ questions faster or even anticipate their questions by viewing their payment details—like subscription plan, recent payments and account balance—right alongside conversations in the Inbox and Get a clear picture of your customer base—and send them the right messages at the right times—by filtering, segmenting and messaging customers based on their account balance, subscription plan and more.

When looking at your own business, consider your customers and what’s important to them. For example:

  • Small to medium-sized businesses care about quickly and easily signing up and getting started, speed of payouts, the ability to integrate with their logistical back-end (such as shipping, accounting, and tax software), and transparent, transaction-based pricing with no fixed or monthly fees. In addition, smaller companies may not be as familiar with the payments landscape nor understand which features could make the biggest impact to their business. Help fill this gap by focusing on educational content and messaging around payments, including details about how your solution handles security, compliance, and regulations (and why these things matter).
  • Enterprise businesses value the details behind payment processing like network acceptance rates, fraud rates, and uptime. Larger customers will likely be switching payment providers and your key messages need to compel them to make the change and adopt your solution. To help them make the switch, provide proof points that they’re making a safe and technology-forward choice.
  • Retailers or sellers care about access to diverse payment methods (including in-person payments, digital wallets, and local payment methods) and fraud tools to protect them from chargebacks.
  • Service providers care about speed of cash flow, seamless quote-to-cash cycle, and in-person payments. These business owners are more likely to know their end customers, so fraud is less of an issue compared to other businesses.

Messaging will also vary depending on where your customers are in the buying journey. For example, are they switching from an existing provider or adopting an online payment solution for the first time? Were they using checks, a competitor payment service, or something else? Understanding this behavior will help you hone your messaging.

2. Create a brand identity

Consider creating a brand identity for your payments offering, and incorporate your payment provider’s brand to establish your solution as trusted and credible. Your payment provider’s brand can help convey that your platform is secure, global, compliant, and built on the latest technology. For example, Intercom features the Stripe logo alongside its own logo on payments-related marketing materials. You could also incorporate your payment provider’s brand directly into your naming strategy.



Consider a staged rollout to gather insights

If you’re not sure how customers will react to your messaging, brand identity, or payments experience, start by introducing only a small number of customers to your payments solution to gather learnings before rolling it out to everyone.

WooCommerce took this approach when it first launched WooCommerce Payments, initially introducing it as an invitational beta. The controlled participation allowed the team to observe customer and store behavior, work through new scenarios, and conduct pointed outreach when appropriate. The insights from the invitational beta allowed them to confidently launch to broader audiences three months later, and with a few strong customer showcases that highlighted the product’s positive impact on Woo merchants’ businesses.

When they did launch, they developed a marketing strategy to feature WooCommerce Payments across the website. The team anchored the WooCommerce Payments landing page in the main site navigation and invested in search ads, resulting in a 10x boost in traffic to the payments page overnight. And in the first month post-launch, marketing banners and hero placements on the Woo Marketplace drove almost a third of payments page traffic.


4. Integrate payments into the customer experience

To streamline the user experience, your payments solution should be the default for any customer who signs up for an e-commerce or payments software package. Customers shouldn’t have to complete extra steps or hunt down this option on their own—make it as easy as possible for them to learn about and adopt your solution. This applies to your whole customer experience: promote your payment solution anywhere your users are, from the payments page to the dashboard to feature pages.



An example of an in-app notification from Xero.

5. Experiment with owned and paid channels

Take advantage of the marketing channels at your disposal to reach your target customers. Owned channels, like your emails, blog, social media accounts, website, and dashboard, are free and easy to experiment with. Other channels are more costly, like paid retargeting, paid search, or display ads, requiring a dedicated budget to pursue. Test different approaches to see what works best for your audience.

Intercom leverages a variety of marketing channels to consistently reiterate the value of its Stripe payments offering. They have run dedicated webinars and highlighted the payments app in blog posts and on Twitter. When running these digital campaigns, Intercom always tries to work with partners to develop a strong joint narrative. By focusing on a combined value proposition for their mutual customers, they’re able to tell a more compelling story and reach a larger audience with the same amount of work.


Selling your payments solution

Lean on your sales team to source new business and close deals that include your payments solution. This is more than just incorporating your payment features in the sales narrative—you also want to ensure that the sales team is well trained on the functionality, has the right sales materials, and understands how payments-related goals connect to team priorities and incentives. If you don’t have a sales team, or are leaning more heavily on self-serve customer acquisition, consider investing in marketing automation to nurture your prospects with a series of emails that educate them on your solution and drive them to sign up on your site.

Here are three best practices for selling your payments solution:

1. Offer robust training sessions

Make sure that the sales team is trained on your payments solution. Are they familiar with the basic features? Do they know what the benefits are and how to sell it to users? They’ll also need to be prepared to answer common questions and handle any objections.

Intercom ensures that its sales team understands the Stripe payments experience by creating images, GIFs, and videos showing how Stripe works within the context of its customers’ existing workflows. They also conduct training sessions so sales reps can ask questions and gain a deeper understanding of Stripe’s capabilities and the value it provides to customers.

Intercom + Stripe An image showing how Stripe integrates with Intercom’s business messenger.

2. Create the right sales collateral

Not only does your sales team need to know how to talk about your payment solution, they also need sales collateral to complement their presentations or to send as follow-up to customers.

For example, Xero arms its sales and customer experience teams with product playbooks, regional pitch decks, partner flyers, demo videos, and FAQs to ensure they have the right resources to position their products to their customers.


An example of payments-related sales collateral from Xero

Depending on your business and target audience, consider creating different versions of collateral based on customer personas (like a technical audience, a finance audience, etc.) so your message can be very targeted and specific.

You can also check with your payment provider to see if it offers ready-to-use sales collateral that you can add your brand to and distribute.

Incorporate your payments offering into your team’s goals and incentive structure. Consider adding additional performance bonuses for selling payments if you can identify the incremental value of a payments user. In other words, how much additional revenue does a payments user bring to your business and can that accommodate an increase in budget to spend on bonuses? When calculating the value of a payments user, don’t forget to consider the associated retention benefits, as payments is often a “sticky” feature that can motivate customers to stay with your platform longer.

Growing your payments solution

As more and more customers adopt your payments offering, make sure you have the right infrastructure to support their customer service inquiries, track metrics, and define success.

1. Service and support

All customers, especially new users, will likely have questions about how to navigate the payments dashboard, respond to chargebacks, and more. Your payment provider should be able to help by offering ready-made answers to common questions and sharing tutorials and demos. In some cases, your payment provider may offer customer support to your users. If so, ensure they offer 24×7 global phone, email, and chat support to be fully effective.

Like the sales team, your support team should also have access to detailed training and resources to learn about your payments solution and be able to respond to these questions.

WooCommerce invested in three primary initiatives to help its Happiness Engineers (the customer support team) learn about WooCommerce Payments:

  • Held a series of live video sessions with the team across time zones. This allowed support team members to see a product demo, ask questions, and hear how to communicate the product benefits.
  • Set up “shared stores” with WooCommerce Payments already enabled for support team members to simulate customer issues and test solutions while working with customers.
  • Created a robust, searchable library of documentation ahead of the launch, both for the support team’s own use, and also as a ready, sharable set of resources to aid in customer interactions.

2. Success metrics

To help inform ongoing growth plans, look at key metrics to understand what has worked well and identify areas of improvements. Some metrics that our partners commonly track include:

  • Payments volume
  • Payments users
  • Monthly active users
  • Payments volume per active user
  • New payments sign-ups
  • Retention
  • Revenue from payments
  • Long-term value of your payments customers vs. your non-payments (software only) customers
  • Percentage of total customers that are payments customers