ALIGN SALES AND CUSTOMER SUCCESS
Everything you need to take them from trial to forever
The SaaS game is hard: Sales needs to find leads that convert and Customer Success needs to know who’s engaged. With this much tension, working in the dark isn’t even an option.
Sound familiar? You need Sherlock
SALES
Don’t Supercharge. Convert.
Got a free trial or freemium version? Track activation during the trial period to identify product qualified leads. And why? They’re the ones that convert. That’s how modern SaaS businesses qualify leads. (We’re a modern SaaS business, you are too, aren’t you?)
“
Sherlock is great! We use it to track engagement on both the account and user levels. And also for tracking account activation.”
Kamil Rejent, CEO at Survicate
(Smart fellow, that! He knows how to get product qualified leads.)
SALES AND CUSTOMER SUCCESS
The Sales to CS handoff doesn’t have to be so painful
Customer Success at a modern SaaS business needs answers, not awkward meetings. How was the product used during the trial? How Activated is the account? Who was most engaged? Which features still need to be adopted? With Sherlock, your CS team can answer these questions — stress-free.
“Before Sherlock, we had a sense of what was going on, but we didn’t have any real evidence. Team conversations were around what we thought was happening. Now we talk about what’s actually happening, which means there’s no more guesswork and scaling is so much easier.”
Chrissie Smith, Head of Operations at HANDS HQ
“Before Sherlock, we had a sense of what was going on, but we didn’t have any real evidence. Team conversations were around what we thought was happening. Now we talk about what’s actually happening, which means there’s no more guesswork and scaling is so much easier.”
Chrissie Smith, Head of Operations at HANDS HQ
CUSTOMER SUCCESS
Expand an account or identify churn risks before it’s too late
New user? Make sure they love the product. New feature? Make sure everyone's using it. Your Customer Success team needs to know how users and accounts are engaging with your product so they know what gaps need to be filled and how they can keep the important people happy (hint: those are the users).
Drive New Feature Adoption
New feature just came out. Old feature is killer. Either way, features make your product irresistible. See who’s adopting what so you know where to focus your support.
Stop Churn & Identify Risk
Churn — avoidance only makes it worse. Get ahead of your churn threats by tracking when an account’s engagement drops or they perform any at-risk activity. (Exported data, anyone?)
Upsell Engaged Accounts
It’s time to increase MRR even more by upselling those who already love your product. Use Sherlock to pinpoint those who are exceptionally engaged, reach out and start the cycle all over again.
Sherlock fits in your existing workflows
Connections where you need them
You know your customer-facing teams can come together around Sherlock data, but they’re attached to their workflows. Sherlock integrates scores wherever you need them (Intercom, Salesforce, Hubspot, we’ve got it).
Alerts when you need them
Your team is calling and closing. There’s no time to search for (or through) tables full of numbers. Good thing we have realtime Slack alerts. For your real team. Where they really live.
Sherlock fits in your existing workflows
Connections where you need them
You know your customer-facing teams can come together around Sherlock data, but they’re attached to their workflows. Sherlock integrates scores wherever you need them (Intercom, Salesforce, Hubspot, we’ve got it).
Alerts when you need them
Your team is calling and closing. There’s no time to search for (or through) tables full of numbers. Good thing we have realtime Slack alerts. For your real team. Where they really live.
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