Product usage data in your CRM
Until today feeding the CRM with the right data was a 2-week long project. Right now, the new generation of B2B-SaaS tools is here and you can setup everything in a few minutes. No reverse ETL, no data warehouse.
Make sure the most promising signups get the care that they deserve. Even if you're doing PLG some accounts need the extra push
Allow your sales team to close more by bubbling up PQLs. Timing in sales is everything and product usage data will make you more efficient
In B2B most of the revenue comes from few accounts. Monitoring activity and reaching our before it's too late will reduce churn
A single source of truth
Have your CRM be the source of truth for what's happening inside and outside of your product. All the way from the analysis to the action, in one place.
CRM on steroids
Finally CRM funcitonalities on top of product usage data. Create lists and views on the basis of product usage data to integract with the right people at the right time
Enable your sales team by having in the CRM the right signals. Active seats, activation milestones, number of core actions performed will help you to close more and prevent churn.
Create custom traits to send product usage data in the CRM. Total number of seats, number of active seats, core number of actions will be computed and synced every day. No need for calculation in a data warehouse to setup your custom data points.
SOC 2 Type II