Segment 5: SaaS & Software Companies

- For B2B SaaS, Software Vendors, IT Services, Platform Providers 

Flow helps software companies educate users, enable sales, and scale customer success through structured live and automated experiences. By replacing fragmented tools with a single platform for onboarding, training, demos, and product education, Flow reduces churn, accelerates adoption, and improves lifetime value.

Use Case 1: Customer Onboarding & Product Training

Use Case 1: Customer Onboarding & Product Training

Target Customers

• B2B SaaS companies

• Software platforms with complex workflows

• IT service providers

Business Problem

• New users struggle to reach first value quickly

• One-to-one onboarding does not scale

• Inconsistent onboarding experiences lead to churn

Flow Configuration

• Scheduled live onboarding webinars

• Recorded walkthroughs and tutorials

• Recurring onboarding sessions

• Always-on training rooms

Operational Workflow

1. New customers are invited to onboarding sessions in Flow

2. Core product features are explained live or via recordings

3. Customers attend scheduled Q&A or office hours

4. Recordings remain accessible for self-service learning

5. Support tickets are reduced through better education

Business Outcome

• Faster time-to-value

• Lower churn rates

• Reduced onboarding and support costs

Why Flow wins: Flow delivers consistent, scalable onboarding without increasing headcount.

Use Case 2: Sales Demos & Product Walkthroughs

Target Customers

• SaaS sales teams

• Pre-sales and solutions engineering teams

Business Problem

• Sales teams repeat the same demos multiple times per day

• Demo quality varies between reps

• High demo volume strains sales resources

Flow Configuration

• Live group demos

• Recurring demo schedules

• Automation

• Chat and Q&A for interaction

• Demo recordings for follow-up

Operational Workflow

1. Sales team creates standardized demo sessions in Flow

2. Prospects are invited to scheduled demos

3. Sales reps answer questions live

4. Recordings are shared with stakeholders

5. Qualified leads move to 1-on-1 sales calls

Business Outcome

• Higher demo efficiency

• Consistent messaging

• Faster deal progression

Why Flow wins: Flow scales demos without losing interactivity or personalization.

Use Case 3: Feature Launches & Product Updates

Target Customers

• Product and marketing teams

• SaaS companies with frequent releases

Business Problem

• Users miss new features or do not understand them

• Support and success teams get overloaded after releases

• Adoption lags despite strong product development

Flow Configuration

• Live feature launch webinars

• Recorded update sessions

• Recurring product update events

• Centralized replay library

Operational Workflow

1. Product team hosts a live feature update session

2. Users attend or watch replays

3. Q&A clarifies usage and edge cases

4. Recordings are reused for onboarding and support

5. Feature adoption improves across the user base

Business Outcome

• Higher feature adoption

• Fewer support tickets

• Stronger customer engagement

Why Flow wins: Flow turns product updates into education-driven adoption, not release notes.

Use Case 4: Customer Education Academies & Certification (Optional)

Target Customers

• SaaS platforms with advanced user roles

• Enterprise-focused software vendors

Business Problem

• Power users need structured training

• Certification improves customer stickiness

• Manual training programs are costly

Flow Configuration

• Structured learning paths

• Live and recorded sessions

• Certificates upon completion

Business Outcome

• Increased customer lifetime value

• Stronger brand authority

• Reduced churn in enterprise accounts.