Feature Highlights

Stage View: Discover your product-led growth pipeline

Yves Delongie
Yves Delongie
September 25, 2022
Stage View: Discover your product-led growth pipeline

Customer-facing teams at SaaS companies need clear insights on who their customers are, and what they’re doing on your platform. With stage view, journy.io provides a SaaS growth pipeline, with accounts/users clearly ordered by lifecycle stage, and which includes key details, from which trials are ready to buy, over whom got stuck in which onboarding step, to which customers are ready to expand or to churn.

Unlike a traditional sales CRM, where the sales person ‘drags a deal’ from one stage to another, it’s your platform and ecosystem apps (CRMs, Marketing Automation and Ticketing systems, chat-, email and other collaboration tools, etc...) that —combined 🙌— sets the rules for putting accounts/users automatically in defined stages, at defined heath, triggering defined signals and executing engagement actions. Stage view is the best spot to see all this taking place.

Stage headers will provide detailed information about all accounts/users in the stage, while stage footer will sum all MRR.

The importance of Stage View in a PLG motion

Traditional customer tools do not provide enough context about the activation cycles that [segments of] signups and customers are traversing. So they basically fail to give adequate details to Sales and CS teams, in order for them to act properly on their deals and cases.

We’ve built Stage View —and are building other features— to provide an easier way for aforementioned teams to understand where their customers are in their activation process, and how to act on signals they triggered, either automatically through playbooks...either manually.

We also included quick filters to ease the process of finding those entries that need your attention. And you can sort those on any possible property, even on those synced from Salesforce, HubSpot, and other...

Setting up the stages, once having connected your platform and ecosystem apps, is a breeze.

Keep reading...

Built for SaaS

Changing the way you do business, case by case.

Success

Onboard. Monitor. Get expansion signals. Reduce churn, proactively. Grow.

Automatically detect churn & expansion candidates.

Accelerate onboarding and product adoption.

Align activities around 360° customer view, with health and onboarding scores.

Automated CS playbooks and collaborative inbox.

Sales

Detect which signups are most likely to buy. Sell more with less effort.

Automatically surface product qualified leads.

Prioritize PQLs call lists and engage with quick actions.

Add tasks and full PQL context to existing CRM and other engagement tools.

Automated sales playbooks and collaborative inbox.

Growth

Build revenue workflows, based on how people use your product.

Use machine learning to uncover new sales opps.

Add slow accounts to nurturing campaigns.

Optimize engagement playbooks for maximum conversion.

Leverage any data without needing engineering.

Product

See which impact your product features have on revenue and churn.

Analyse feature importance, usage and impact.

Build key product metrics without SQL, nor coding.

Easily create customer segments based on any product interaction.

Comply to GDPR and CCPA.

Check out our use cases
Build revenue playbooks based on how people use your product
Stop crunching CRM records and data sheets once a month, to find risks and opportunities. Organise your workflows around real-time PQL signals, playbook actions, and customer data from across your stack.

Work in the tools you already know and use
Give easy access to product data
PQL intelligence and actions, the moment it happens
All point'n'click, no SQL or coding needed
Check out our use cases
Share Customer Data
Detect which leads are hot. Sell more with less effort.
Stop wasting time on unqualified leads. Look out for promising product qualified leads that trigger specific buying signals, and make more meaningful calls, knowing which features they're interested in.

Get prioritized call lists, sorted by likelihood-to-buy
See unified view of each account and their users
Get cases with follow up tasks in your team inbox
Get tasks and product data in your existing CRM
Check out our use cases
health score
Easily test new PLG strategies and improve conversions
Try out new PQL conditions, assign different engagement variations, and monitor how conversions progress over time.

See which features are most frequently used
Quickly test new PQL conditions and actions
Prove which engagement playbooks work best
All point and click, no code required
Check out our use cases
PQL Experiments
Onboard. Monitor product usage. Reduce churn, proactively.
Keep track of each individual user and account at scale, and get notified on expansion and cross-selling opportunities. Identify those who are at risk of churning, and pro-actively reach out to them.

Get notified on churn risk and expansion opportunities
Get cases with follow up tasks in your team inbox
See all account and user activities in one place
Collaborate with sales and marketing thru quick actions
Check out our use cases
journy.io customer success use case
Convert more through hyper-personal automations
Target the right audience at the right time with the right message. Your existing automations get power-boosted with customer engagement metrics.

Automatically add PQLs to engagement automations
Get product usage data in your existing marketing tools
Lower customer acquisition costs
Check out our use cases
journy.io marketing use case

Set up journy.io
in under one hour

Create your free account and start driving a product-led growth strategy with the tools you're already using.

Get Started 
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