CUSTOMER INTELLIGENCE
Streamline Account and Renewal Management Activities and Reporting
ARR DASHBOARD
Track How ARR Evolves on a Per Account Basis
Bring clarity to current and historical recurring revenues for each of your customers. Pick two dates and understand exactly how ARR, products purchase or service packages changed during the time. Identify which segments drive the have potential for expansion and focus upsell conversations accordingly.
ARR DASHBOARD
Track How ARR Evolves on a Per Account Basis
Bring clarity to current and historical recurring revenues for each of your customers. Pick two dates and understand exactly how ARR, products purchase or service packages changed during the time. Identify which segments drive the have potential for expansion and focus upsell conversations accordingly.
RENEWALS & EXPIRATIONS TRACKER
Map Out Your Renewals and Track Progress
Visualize all past and future account renewals/expirations on a custom timeline and drill into underlying accounts and opportunities. Roll up performance metrics by quarter and year to call out total number and ARR of renewals, broken out by early/ late and won/lost.
RENEWALS & EXPIRATIONS TRACKER
Map Out Your Renewals and Track Progress
Visualize all past and future renewals on a quarterly timeline and drill into underlying opportunities. Roll up performance metrics by quarter and year to call out total number and ARR of renewals, broken out by early/ late and won/lost.
360 DEGREE CUSTOMER VIEW
Proactively Manage Customer Accounts
Aggregate all customer account data on a single platform to drive collaboration and transparency across your PLG Sales, Customer Success, and Renewals efforts. Filter your customer base by invoice status, renewal status, customer success manager, NPS, product usage and more in order to proactively mitigate at risk accounts.
HARMONIZED CUSTOMER DATA
Proactively Manage Customer Accounts
Aggregate all customer account data on a single platform to drive collaboration and transparency across your PLG Sales, Customer Success, and Renewals efforts. Filter your customer base by invoice status, renewal status, customer success manager, NPS, product usage and more in order to proactively mitigate at risk accounts.
TRANSACTIONAL REVENUE DASHBOARD
Know Your Daily Transactional Revenues
Harmonize data together from multiple systems to automatically calculate your daily transactions volume by segment, apply price books, and gain leading indicators for revenue.
TRANSACTIONAL REVENUE DASHBOARD
Know Your Daily Transactional Revenues
Harmonize data together from multiple systems to automatically calculate your daily transactions volume by segment, apply price books, and gain leading indicators for revenue.
