Usermind for Marketing

Customer engagement starts with marketing.

Stop mapping the customer journey on a whiteboard. With Usermind, you can define and implement complex customer interactions, across systems.
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The Marketing Problem:

The Marketing Problem:

With the explosion of SaaS apps, it's hard to get real-time visibility into what your prospects are doing. Customer data is siloed, and there's no way to quickly take action across applications. It's hard to manage end-to-end processes, especially when they involve Sales and Customer Success, too.

Marketing
Marketing

The Usermind Solution:

Usermind provides a single platform for unifying data and orchestrating personalized customer journeys. With unified customer data and automation in one platform, you can deliver behavior-driven nurture at scale — and get actionable insights on how these processes impact your desired business outcomes.

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

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

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

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

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

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

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 help your entire organization align on the customer journey?
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