the startups.com platform about startups.comCheck out the new Startups.com - A Comprehensive Startup University
Education
Planning
Mentors
Funding
Customers
Assistants
Clarity
Categories
Business
Sales & Marketing
Funding
Product & Design
Technology
Skills & Management
Industries
Other
Business
Career Advice
Branding
Financial Consulting
Customer Engagement
Strategy
Sectors
Getting Started
Human Resources
Business Development
Legal
Other
Sales & Marketing
Social Media Marketing
Search Engine Optimization
Public Relations
Branding
Publishing
Inbound Marketing
Email Marketing
Copywriting
Growth Strategy
Search Engine Marketing
Sales & Lead Generation
Advertising
Other
Funding
Crowdfunding
Kickstarter
Venture Capital
Finance
Bootstrapping
Nonprofit
Other
Product & Design
Identity
User Experience
Lean Startup
Product Management
Metrics & Analytics
Other
Technology
WordPress
Software Development
Mobile
Ruby
CRM
Innovation
Cloud
Other
Skills & Management
Productivity
Entrepreneurship
Public Speaking
Leadership
Coaching
Other
Industries
SaaS
E-commerce
Education
Real Estate
Restaurant & Retail
Marketplaces
Nonprofit
Other
Dashboard
Browse Search
Answers
Calls
Inbox
Sign Up Log In

Loading...

Share Answer

Menu
Sales: How do we get customers to skip the trial version of our B2B SAAS product and instead make the purchase directly?
RW
RW
Randy Whitcroft, 25+ Year Sales, and Business Development Executive answered:

First off I can only go based upon what you have written....so am sure that there are other variables that need to be considered. However at a high level, here are some thoughts.
First you are right that customers expect to do a full trial before purchasing. Although the intention is for them to do this during the trial period, I would anticipate that many take the trial however life gets in the way and they do not actually test it and then you are into the chasing game to try and convert them.
On the surface they are trying to mitigate their risks before committing. So, if you want them to purchase without the trial version then you need to find a way to make them feel like they are not taking on any risks. Some ways of doing this is to have them sign up with a 30-60 day full refund policy, or have them sign up and then they have 60 days to cancel without incurring any costs. These are just simple examples where the risk is shared. Right now all the risk is on you and you also have a great deal of costs to support the environment to handle these trial versions. It has to be a win-win.
As for tailoring the product for their specific needs, this needs to be a fee based service. Even if just a small amount, the customer needs to have some vested interest in finding a solution as well...so if you take on these services without charging then again you are carrying all the risk.
Hope this helps. Happy to offer some more thoughts if you are able to offer some more context regarding your specific situation.

Talk to Randy Upvote • Share
•••
Share Report

Answer URL

Share Question

  • Share on Twitter
  • Share on LinkedIn
  • Share on Facebook
  • Share on Google+
  • Share by email
About
  • How it Works
  • Success Stories
Experts
  • Become an Expert
  • Find an Expert
Answers
  • Ask a Question
  • Recent Answers
Support
  • Help
  • Terms of Service
Follow

the startups.com platform

Startups Education
Startup Planning
Access Mentors
Secure Funding
Reach Customers
Virtual Assistants

Copyright © 2025 Startups.com. All rights reserved.