際際滷

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Guide Each Customer to Success
Who: Account Manager

Goal: Convert Free Trials to Paying Customers


CONFIDENTIAL
No




    Yes to a Trial                 Paying
                     Evaluation
                                  Customer




CONFIDENTIAL
CONFIDENTIAL
No


                     Low Evaluator Engagement
                     Visited infrequently
                     Created few documents
                     Did not collaborate
                     Used spreadsheet only

    Yes to a Trial                                     Paying
                                                      Customer
                     High Engagement
                     Visited frequently. Did setup.
                     Created many documents
                     Collaborated frequently
                     Used spreadsheet & docs




CONFIDENTIAL
Focus where impact is the highest




 CONFIDENTIAL
Use Apptegic to prioritize customers on which to focus:
  Use cases analyzed




 CONFIDENTIAL
Use Apptegic to respond appropriately


 In Person or By Email

  Hi Karl,                                  Send a personalized message
  Thanks for using our application.             In App, In Real-Time
  It looks like you havent used this key
  feature yet.

  This well-known company has gotten
  10% improvement from using that
  feature. Read about it here.

  Best,
  Company




 CONFIDENTIAL
CONFIDENTIAL
Guide Each Customer to Success

More Related Content

Tools For Free to Paid

  • 1. Guide Each Customer to Success
  • 2. Who: Account Manager Goal: Convert Free Trials to Paying Customers CONFIDENTIAL
  • 3. No Yes to a Trial Paying Evaluation Customer CONFIDENTIAL
  • 5. No Low Evaluator Engagement Visited infrequently Created few documents Did not collaborate Used spreadsheet only Yes to a Trial Paying Customer High Engagement Visited frequently. Did setup. Created many documents Collaborated frequently Used spreadsheet & docs CONFIDENTIAL
  • 6. Focus where impact is the highest CONFIDENTIAL
  • 7. Use Apptegic to prioritize customers on which to focus: Use cases analyzed CONFIDENTIAL
  • 8. Use Apptegic to respond appropriately In Person or By Email Hi Karl, Send a personalized message Thanks for using our application. In App, In Real-Time It looks like you havent used this key feature yet. This well-known company has gotten 10% improvement from using that feature. Read about it here. Best, Company CONFIDENTIAL
  • 10. Guide Each Customer to Success

Editor's Notes