20 Proven SaaS Conversion Optimization Hacks to Boost Your Sales

Last Updated:  
March 25, 2025
Published by Ayush Barnwal
August 25, 2024
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Quick Summary

I talk to over 50+ SaaS clients every week, and the one thing I hear most of them struggling with is conversions. A conversion is any business goal you want to achieve on your website. It can be a free trial signup, demo requests, newsletter subscription, ebook or case study downloads, etc. 

So what can be done to improve conversions and boost business growth? I studied some of the top brands in the world of SaaS to see how they are nudging their website users to convert better. 

Here are 20 conversion tactics you can use on your website to boost your conversions:

SaaS Conversion Optimization Hacks

1. Use consistent CTAs across the website

I recently studied the top 100 SaaS brands to discover the secrets to creating a winning above-the-fold. Although there were a lot of learnings from the study, what struck me the most was the inconsistency in the CTAs. When you have several different actions you want the user to take, chances are they are going to get confused or overwhelmed and do neither of those actions. This then results in you losing the user. 

It’s important to identify what’s the primary action you want your users to take on the website and be clear in nudging them. You can also have a secondary CTA as long as the primary, most important one stands out clearly. 

Here’s how Gong focuses on one primary CTA - Book a demo. This actionable goal is simple for users to follow. 

Use consistent CTAs

2. Add conversion nudges that make your users tick

Now that you have your primary CTA sorted, the next thing would be to nudge your users to click on them. This can be done in various ways - state the benefits, solve objections, add social proof, etc. 

A witty way to do this is to state the individual benefit of doing an action that can appeal to your users. Let’s look at how RevenueHero is tackling this. 

Add conversion nudges

3. Give an insight into your product with tours, interactive demos, etc

Asking for a demo directly without providing any information on your product can seem risky or high commitment to your users. The process can be made seamless by giving sneak peeks or insights into your product's appearance and how it works. The goal is to help your user visualize how their life would be by using the product. It primarily answers the questions - is it easy to use? Does the UI look appealing? Does it look interesting enough for me to go and request a demo?

See how Adobe does this for their Commerce product. 

Enable interactive demos

4. Handle any objections that your users could have proactively

Even a free trial can seem like a huge risk and commitment, if your users have questions regarding your offering, or how much it can cost them. You must have seen a lot of websites proactively addressing these doubts under their CTA to assure the users that it is not a risky proposition.

Here’s how Monday.com accomplishes this.

Monday.com

5. Leverage live updates that make your CTA actionable

What’s the best way to nudge your users to get them to take action? Tell them more people are doing it! Proof does this in a good way. The primary CTA on the website is ‘Try it for free’. Hence, the nudge below the CTA tells you that 1000+ people have signed up for a free demo in 30 days. If 1000+ people have signed up, you would think it’s at least worth a try!

Here’s how Proof does this to boost free trials. 

make your CTA actionable

6. Set clear expectations of what your users get if they request a demo, sign up for a free trial, etc

Just plainly asking your users to take action without telling them what they will get after taking the said action. Take Freshworks for example, they want users to request a demo. As a demo request seems a high-commitment action, Freshworks explicitly sets the expectations on what the users can expect out of the 20-minute chat. 

Enable Free Trails

7. Reduce form fields and friction for your users to make submissions easily

Taking any action on your website can seem high commitment to your users. So if you want to increase your website's conversion rate, you have to reduce the barriers to entry. What does that mean? Take Rippling’s website for example. 

The brand wants you to sign up to see Ripling in action. All you have to do is provide an email ID. Reduce the friction as much as possible for your users to convert and they will. 

make submissions easily

8. Customize solutions for all your target segments

When a user visits your website, you must highlight how your platform or offering, fits exactly into their daily roles and responsibilities. A generic landing page focusing on the entire product and the use cases it offers might not influence users, instead design a high-converting landing page that actually converts.

Take the following example, Social Pilot has created separate landing pages that cater to each of their target segment, drilling down on their pain points and showcasing how SocialPilot is the way to go.

Customize solutions for all your target segments

9. Quantify your customer base to showcase credibility

For your users to get into your funnel, they need to trust you first. Incorporating elements on your website to help your users build trust and make you seem reliable. Look at how Dropbox does this. 

The hero fold on the website days ‘Join over 700 million registered users’. Which indicates over 700 million people in the world use Dropbox. If such a huge customer base is adopting Dropbox, there might be something at least worth trying, right? And that’s exactly what you want your visitors to feel. 

showcase credibility

10. Proactively list your security credentials

Physical products can be tested before purchase, but what can be done with software? Brands that use SaaS tools, mostly deal with a lot of number crunching, analysis, monitoring, etc. When data comes in the picture, an important aspect all users need to be assured of is security credentials. 

Look at how VWO, showcases their security badges to build trust and ensure compliance. 

Proactively list your security credentials

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11. Get your users to take a low-commitment action

There is a good chance that your first-time website visitors might not be completely convinced to sign up for a demo with you or a free trial. So should you let them bounce off without taking any action? No! While users are just exploring the website, a little curiosity about your platform can make them want to get updates, information on the latest trends, helpful content, etc. 

Against a demo form action, a newsletter subscription with just one input field seems harmless. This is also a good way to get your users into the funnel so you can nurture them.

Enable Free Trails

12. Create interactive tools like calculators, and quizzes to get users into your funnel

It is a general perception that technical SaaS products are boring. Content marketing around interesting topics and the latest industry trends can only take you so far. What seems to be working for brands is creating interactive content. Interactive tools like calculators, quizzes, and assessments, capture the users’ attention and get them to participate in a fun way without being salesly.

HubSpot has created some helpful tools that can inform their users about key concepts like persona, website health, brand creation, etc.

engage audiences

13. Create consumable guides, case studies, and checklists and offer them for free

Getting your users interested in your product happens in stages. Your users will visit the website, see if they find something interesting, read content, maybe download and informative asset, and enter your marketing funnel.

To establish credibility, it is important to come across as an authority on any subject that your users are interested in. Create assets around subjects your audience is interested in and give them away for free!

Hubspot's case study  Design

14. Create relevant prompts to capture user intent and boost goal conversion

When a user comes to the website, your goal is to get them into your marketing funnel at least. If there’s no action they have taken, then a last way to get them in your funnel is to show them an exit intent pop-up when they are leaving your website. 

Take the following example, explain your offering clearly, and nudge the user to convert.

CTA

15. Leverage social proof like impact numbers, customer testimonials, ratings

The easiest way to get your users to build trust is to showcase the impact you have created on your customers and why they believe in you. Explore the metrics and KPIs your target audience cares about and showcase how you have been moving the needle for current customers like Leadpages does. 

Add Social Proofs

Also read: Proven Landing Page Conversion Optimization Techniques

16. Create FOMO with exclusive access to sign up for upcoming assets, product launches

Content marketing, especially good content marketing, takes a lot of research and effort. Not all the content your create on your website will get consumed by your website visitors. So how do you grab the attention of your audience and make sure your assets are consumed well? Provide exclusive access! Create interesting content and build a buzz around the release. 

Take a look at this example from UserPilot. 

FOMO

17. Enable chatbot assistance for users who are looking for help

You can populate your website with all the helpful information you think your customers will need, or address any questions they may have. There’s still a good chance that they may not find what they are looking for on your website. In situations where this happens, a chatbot comes to the rescue. Use a chatbot to assist your users, like Freshwork does. 

Enable Chatbot Assistance

18. Highlight your USPs clearly

If you are in the SaaS industry, changes are more often than not, your users are evaluating your competitors simultaneously as they are going through your website and are in talks with your sales team. It’s important to stand out and differentiate yourself from your competitors and highlight your USPs to create a better recall. 

See how Shopify does this. 

Highlight Your USP

19. Enable social logins to reduce barriers to entry

Your website is the first impression your users will form of your brand. It should include everything necessary to get your users excited about your platform. If the users get curious about your product after going through the content, they can book a demo, but what if they don’t want to take the effort to fill out an entire form?

Reduce the barriers that your users have to pass through before they can use your product and you will see an increase in conversion. 

dropbox

20. Simplify and showcase the business impact your platform can create

Your users need specific information. If I onboard this platform, what results am I going to achieve in a period of 3, 6, or 12 months? Figure out the numbers that affect your business and how your product can help improve them. It is important to not get into the jargon of the business and keep it simple, focusing on the key metrics, as Buffer does. 

buffer

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Last Updated: 
March 25, 2025
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