Sherlock breaks down silos so your team works together

Everyone comes together around one concept — Product Engagement. It’s metrics tell you how your accounts and users are doing from Product Qualified Leads all the way through up-sells and churn reduction. Mastering the SaaS revenue lifecycle has never been so easy.

Convert Leads

Sales takes them from trial to paid

Retain Customers

CS onboards and engages

Expand Accounts

Sales & CS tag-team to grow revenue

Sales takes them from Trial to Paid

Steps to success: Find Product Qualified Leads by setting Activation criteria. Offer a free trial. Give users some breathing room to play with your product. (Bonus: Get alerted when they’ve reached product qualified status). Reach out. Close. Ring the gong.

Find leads that will convert

We’re talking about product qualified leads. Sherlock alerts you when accounts are are Activated so your sales team is focusing on the right trials. Exceedingly remarkable: See which user is the most engaged on any given trial account so you know who to call when the trial is over. (Clue: Not the Ghostbusters)

Know what features to pitch

Track which features your future customers are interacting with during their free trial period. You’ll see what they care about (and what they don’t care about) so you’ll know what to talk about (and what to not talk about).

Sales and CS work together to up-sell

You found your product qualified leads, sent them to sales and closed. The gong is still ringing. You kept your Customer Success team on top of their engagement. Churn is lower than ever.
Now it’s time to increase MRR even more by upselling those who already love your product. Use Sherlock to pinpoint users and accounts that are exceptionally engaged, reach out with new features and start the cycle all over again.

That’s SaaS conversion done right

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