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.
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.
Create your account and watch your revenue metrics improve. No extra dashboards to manage, no extra tools or coding needed. All from data you already have and tools you're already using.
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