INTEGRATIONS

Sherlock &
Pipedrive CRM

Your entire team will work smarter with Sherlock product engagement metrics in Pipedrive CRM.

FOR SALES AND CUSTOMER SUCCESS TEAMS

Don't miss another opportunity with
key engagement data in Pipedrive

Your favorite CRM gets a smart layer thanks to Sherlock’s Product Engagement Metrics. Now your Sales and CS teams can see (and take action based on) how users are engaging with your product during their trial periods — and beyond.

FOR SALES & CS TEAMS

Supercharge Pipedrive workflows with Sherlock traits

With Sherlock and Pipedrive, you can automate your outreach and task management based on user engagement. Has a new trial hit first value? Trigger a Pipedrive workflow to create a task for the owner and get them over the line! Has a key user's engagement dropped significantly? Schedule an email to check in so you lose them.

Manage your accounts more proactively with Sherlock data in your CRM.

Try it free for 17 days >>

So what are these “Smart Metrics” anyway?

Activation

Getting them to sign up for a free trial is step one, but if you want to take them to forever, you’re going to need to show them value. Enter Activation: a checklist that tells you

Engagement

Want to spot churn threats, upsell opportunities and stay on top of your business? You need to understand how users are engaging with your product and you need to know how it’s changing over time. What you don't need is a data scientist. Excellent!

Adoption

New feature? Old feature? Your product is made up of features, some more important than others. Understand how and what users are adopting within your product and empower your customer-facing SaaS teams to drive feature adoption (that’s what keeps users coming back).

FOR YOUR SINGULAR USE CASE

Win the SaaS Revenue Lifecycle with Pipedrive and Sherlock

FOR SALES TEAMS

Convert more trials with
Sherlock and Pipedrive

Now your sales team can see your most Activated accounts right in a Pipedrive record. They can take the correct steps to move these customers from trial to paid. Don't make your product-led process harder than it needs to be!

View in Pipedrive >>

FOR CUSTOMER SUCCESS TEAMS

Know when to upsell with
Sherlock and Pipedrive

Your CS team is always hunting for clues that will help them find who’s ready to adopt that new feature. Engagement, Adoption, activity — all singular pieces of the mystery that lead to the final answer. Now there’s no need to go hunting, all the clues come to you in Pipedrive so your team knows who to target with that new feature.

FOR CUSTOMER SUCCESS TEAMS

Prevent churn with
Sherlock and Pipedrive

Churn is scary. We get it. But now you can get ahead of it with the Sherlock and Pipedrive integration. See where users have been struggling, how engaged they’ve been or even how long they’ve stuck around. Create segments, signals, and workflows to make your daily prioritization a breeze!

Sherlock &Pipedrive CRM

Don't miss another opportunity with key engagement data in Pipedrive