Usermind for Sales

Stop measuring productivity by activities. Start measuring it by value created.

Better identify and segment your customers with behavioral insight, delivered straight to your CRM. Then automate tasks and touch processes so your reps can focus on the most valuable leads and opportunities.
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The Sales Problem:

The Sales Problem:

Reaching out to the right person at the right time, in the right way, can be the difference between winning or losing an opportunity. It's difficult to a get a unified picture of your accounts, their prospects, and their state of mind — and even harder to fast-track leads and opportunities — when you have fragmented data in multiple systems.

Sales
Sales

The Usermind Solution:

With Usermind, you can share data and control actions between your CRM and other systems. With a unified view of prospects and accounts, you can automate, measure, and optimize all of your interactions to learn what works, and what doesn't. So you don't need to do all the things — you can do the most important thing, right now.

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

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

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

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

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

Order-to-Cash Automation

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

Order-to-Cash Automation

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 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

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 get better context about prospective customers, and turn customer data into new revenue?
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