Usermind for IT

Other teams are going to buy technology, with or without your input.

Make sure data is compatible, accessible, and actionable for other teams — across all your systems, and without constantly running queries.
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The IT Problem:

The IT Problem:

With the explosion of SaaS apps, teams like marketing and sales buy and manage their own technology — regardless of whether or not their chosen apps play nicely together. Then it falls on your team to build custom integrations, connect incompatible systems, and help them extract meaningful data from disconnected business processes. Any change to business operations costs time and engineering budget.

IT
IT

The Usermind Solution:

With Usermind, you can easily connect data between applications, and define and map key entities like customers, products, and partners across systems. Because Usermind supports custom objects and regularly fetches data from every connected system, our integrations scale with the volume and needs of your business. With a user-friendly BizOps infrastructure in place for the front office, you can save time managing requests from other teams, and focus on building higher-order technology and differentiators.

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

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

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

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

Order-to-Cash Automation

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

Order-to-Cash Automation

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

Customer Onboarding

Once a customer contract is signed, customer onboarding is your next opportunity to provide value. Avoid customer success pitfalls and improve go-live velocity with automated, behavior-driven onboarding communication and configuration.

Customer Onboarding

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

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

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 empower other teams to fetch their own data?
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