Salesmachine: Product

All you need to convert, grow and retain your customers

Health Dashboard
Monitor customer health at each lifecycle stage
Salesmachine allows you to instantly identify customers who need help to onboard, are likely to convert, unlikely to renew and are likely to upsell.

Custom Health score

Customize health scoring based on your personal criteria and lifecycle stages.

Portfolio management

Each CSM have their portfolio of customers and track their individual progress overtime.

Onboarding

Drive new users to their desired outcome.

Adoption

Make your customers fall in love with your product.

Retention

Build renewals processes to prevent churn.

Upsell

Identify upsell candidates to grow revenue.

Alerts
Get alerted when customer need attention
Salesmachine automatically monitors the health of your customer base and tells you when and why they need your attention.

Health alert

Be notified when customer health declines or progresses.

Business alert

Be notified when customer changes stage.

Realtime

Alerts appear in realtime so you can instantly act.

Profiles
Know everything about your customers
Account and contact profiles let you see a 360° view of your customers: contact information, actions on your product, emails activity, status history and all the information you need before to interact with them.

Dynamic fields

Log key info about your customer: position, project_count, revenue, etc...

Event tracking

Track key actions performed on your product in realtime.

Emails Activity

Track when customers receive, open and click on your emails.

Enrichment

Salesmachine automatically shows you clever info about your customers.

Health score

Salesmachine automatic engagement score is the best way to monitor product usage.

Productivity

Know what your team did to close, grow and retain your customers.

Integrations

Connect external services to collect external events: payment, support, marketing, survey...

Permissions

Assign each customer to specific team members.

Analytics

Monitor usage frequency and key actions.

Segments
Analyze your customer base
Salesmachine automatically monitors important groups of contacts and accounts based on their behavior and analyze their impact in your revenue overtime.

Custom Segments

Define properties and events filters to create custom segments.

Notifications

Get a notifications when a customer enters or leaves a segment.

Daily Reports

Get customer and revenue analytics for each segment

Workflows
Automate your team’s processes

Automate your team processes with tasks, playbooks, notifications and emails when customer health, stage or segment changes to deliver proactive customer success.

To Do

Generate a task based on your customers' behavior.

Email Tasks

Generate an email task based on your customers' behavior.

Auto-emails

Send an email automatically based on your customers' behavior.

Notifications

Receive notifications based on your customers' behavior.

Slack Notifications

Receive notifications on Slack and others app based on your customers' behavior.

Multi-steps

Set multiple steps and add delay between them to engage with your customers overtime.

Success Campaigns
Deliver automated messages to your customers

Define automated success campaigns when customer health, stage or segment changes to deliver consistent targeted engagement.

Event triggered

Send an auto-email when a user performs an action.

Segment triggered

Send an auto-email when a customer enters or leaves a segment.

Delay

Set up delay between steps to engage customers overtime

Email & Layout Manager

Create and manage all your emails in one place.

Opens/Clicks

Know when customers open and click on your emails.

HTML / Text / Liquid

Create the best email experience for your customers.