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.
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!
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!
Add Sherlock to Pipedrive and start winning the game of SaaS today