Usermind for Business Operations

How can you optimize processes that span teams, apps, and disconnected data structures?

With Usermind, it's easy to automate processes and unify data across multiple applications, without coding. With insight into impact on business outcomes, you can then take immediate action to improve end-to-end processes across systems.
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The Operations Problem:

The Operations Problem:

For every system, an admin. For every process, an app. When your business logic and data are siloed by applications and teams, it falls on you to try to connect the dots between processes and outcomes.

Business Operations
Business Operations

The Usermind Solution:

With Usermind, all of your business logic, customer data, and process outcome analytics can be controlled from one place. It's easy to build new workflows and connect data across applications. And it's never been so easy to answer the question, "What worked best?"

If you can imagine a journey, you can automate it with Usermind.

SaaS Trial Optimization

Which milestones in your free trial are key for a successful conversion to paid customer? With Usermind, you can automate and optimize processes like onboarding, customer support outreach, and delivery of benefit statements based on usage analytics. The results: higher conversion rates from free trials and freemium products.

SaaS Trial Optimization

Churn Risk Notification

There are signals within your product and billing data that can tell you which customers are unhappy or otherwise at risk. With Usermind, you can surface those insights, and take immediate action to improve your customer experience.

Churn Risk Notification

Billing Management for Multiple Products

Sometimes even the best systems have a hard time cooperating. With Usermind, you can control and coordinate billing for multiple products between your CRM and your finance platform.

Billing Management for Multiple Products

Demo Request Management

Inbound demo requests are one of your most precious lead sources. Automate and optimize your entire inbound lead lifecycle with connected marketing automation, CRM, transactional email, and communications tools.

Demo Request Management

Sales Process Automation

Traditional sales teams are activity-driven. Make 100 calls, get 10 meetings, close one sale. But with automated processes and insight into behavioral data, you can direct your sales team to focus on the opportunities with the highest value, at the right time.

Sales Process Automation

Lead Governance

Don't depend on tribal knowledge to properly govern roles, entitlements, change management, or data integrity. Usermind gives you a single platform for building, documenting, and automating your demand generation processes.

Lead Governance

Lead Fast-Tracking

Responsiveness drives revenue. Lead fast-tracking with Usermind helps you decide which customer and prospect behaviors need an immediate response, and then triggers the appropriate action, such as a field update, task creation, or notification email. The result? Better informed sales decisions, and improved response time for your key prospects.

Lead Fast-Tracking

Alerts on Variance in BI Data

Are all of your business processes humming along smoothly? Usermind can create notifications or digests alerting you when a metric deviates from the expected range.

Alerts on Variance in BI Data

Partner Lifecycle Management

Partner lifecycles are difficult to manage with manual processes. Usermind can automate communications and workflows for partner prospecting, onboarding, and commissions, so your partners are always connected and informed.

Partner Lifecycle Management

Behavior-Driven Nurture

Stop segmenting your audience based on demographics. Start personalizing your customer's journey with real-time triggers based on interactions with your website, team, or product.

Behavior-Driven Nurture

SaaS Upsell and Renewal

So your happy customer wants to subscribe to another year of your service. Would you be notified if they tried and failed? Usermind gives you insight into where users are getting stuck, can notify you if a credit card fails, and trigger emails to your customer based on their behavior.

SaaS Upsell and Renewal

Order-to-Cash Automation

Streamline your O2C process with connected CRM, customer support, billing, and database systems.

Order-to-Cash Automation

Success Story

Tallie
Chris Farrell
Chris Farrell
CEO
Tallie
Usermind helps us treat every customer how they want to be treated. We can tell who will benefit from a more self-service experience, and who needs a high-touch process with a rep. Because we can experiment on when and how to reach out to our customers, we can get analytics on the actual processes that drive conversion and retention.
Ready to connect processes and data across every team and system of record?
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