A busy summer for the product team here at Sherlock! We’ve decided to hunker down, turn our backs on nice weather, and release a bunch of new features — ready for our customers as they return from vacation and get back to work.

This batch of releases includes some nice new segmentation options, better ways to manage your scoring profiles, as well as more great ways to get your Sherlock data outside the Sherlock app with the release of a sweet new Chrome extension as well as our first HubSpot integration!

Let’s have a closer look.

The Sherlock Chrome Plugin

See account and user engagement info from anywhere in Chrome

As we watch Sherlock become an integral part of the workflows across multiple SaaS teams, we wanted to make it easier for those team members to access their Sherlock data without having to remember yet another password 🙂

(Seriously. It’s like we’re begging users not to use our product!)

With the release of this Chrome extension, Sherlock users can quickly find information about their users and accounts right from their browser.

No searching for tabs or passwords. Just click the extension and get the info you need.

From any Chrome tab, you can:

  • search your Accounts and Users (great for quickly checking up on engagement)
  • look up all your Scoring Profiles
  • sort by Score and Activation Rates (a must-do for finding your PQLs)
  • view your Default and Custom Segments (like Ice Cold and Red Hot)

Ready to get started? Here’s how you set it up. Your teams are going to love it!

Sherlock and HubSpot, just better together

You already use HubSpot as your CRM. Most excellent! Now you can use Sherlock’s singular engagement metrics to filter contacts and companies, trigger workflows and create segments.

Sherlock adds a smart layer to HubSpot. Now all your customer-facing teams can see (and take action based on) how users are engaging with your product during their trial periods — and beyond. Have they hit first value? Has their engagement dropped since they converted?

For sales teams, finding PQLs has never been easier.

For CS teams – you don’t need to go find another CRM! Don’t go looking for a CS tool that is going to duplicate all the CRM functionality you have in HubSpot. All you need is Sherlock engagement data combined with the workflow and account management functionality HubSpot and you’re good to go!

Here are a few ways Sherlock makes HubSpot smarter:

Create smarter workflows using Sherlock traits

With Sherlock, you can automate your outreach and task management based on user engagement. Has a user recently hit first value? Use Activation as a workflow property to automatically change their lifecycle stage. Has a user’s engagement dropped? Trigger a task so you don’t lose them to everyone’s least favorite 5-letter word — churn.

Trigger emails based on Sherlock traits

Much like workflows, you can also trigger emails based on a user’s engagement. Say you have a user who just adopted your brand new feature (congratulations, by the way). You can set up HubSpot and Sherlock to automatically send them an on-boarding email. Excellent! That leaves more time for your CS team to chase down those possible churn threats.

Report smarter with Sherlock metrics

SaaS revenue forecasting — it can be tricky. How likely is it that a deal will close? Often there is a gap between expectation and reality in answering this question. Fill that gap with product engagement insights, not your Account Rep’s“gut feelings.” With Sherlock’s smart layer on top of HubSpot’s renowned CRM, every Sales meeting goes from “I think” to “Here’s what we do”.

Bonus: Get HubSpot data in Sherlock

Not only can you get Sherlock data into HubSpot, but this connection will also allow you to bring HubSpot data into Sherlock where you can segment and drive custom alert. With this connection, bring in Company and Contact Owners as well as Lifecycle Stages from HubSpot.

In the Sherlock App

Segmentation by trait (or as we lovingly call it, “Segment Segmentation”)

See distributions of traits within your segments

Segmentation: it’s all the rage. And rightfully so.

Many users have asked us for the ability to segment their different user/account groups by the traits that they send to Sherlock. We were happy to oblige.

Within any Account/User segment, you can click on the Segmentation tab to see that segment broken down by the values of any particular trait.
Segment your product engagement data even further to find quick answers to questions like:

What percentage of my most engaged accounts are on enterprise plans? and How many of my hot trials have more than 200 employees?

That’s SaaS done right.

Set default profile from a Score Index Page

Our new score index page gives you a quick overview of all your scoring profiles and allows you to select one as the default. Customization, here we come.

No need to click, click, click to see basic information like weekly active accounts and average product engagement metrics.

Want more details on a score profile? Just click on the one you’re interested in and it’ll take you to the dashboard you know and love.

Go from Sherlock to an Intercom or HubSpot profile

Moving between platforms has never been so easy. See a change in Activation on one of your users or accounts and want to reach out? No need to click 6 times to get to their Intercom or HubSpot profile. (You’ll still need to click once, but that’s just the way of the internet.)