- Problem
Great customer journeys require immense resources, time, and attention. The importance of delivering this experience is crucial to the business, yet many do not know how.
- Solution
Being informed about every stage of the customer journey allows you to orchestrate effective ways for the customer to stay engaged from trial to product setup. This solution pieces together apps that integrate data across the journey so that you can make informed decisions about keeping your customer's attention and business.
- Impact
Get a higher yield on your business's subscription rate by delivering an impactful, engaging customer experience. Reduce the burden on sales and have this journey work for you.
Trial to Subscription By Rubicon Red
Keep prospective customers engaged from the moment they sign up by automating your CRM to create, update, and track accounts.
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Solution Highlights
- Deliver a single source of truth for customer data across CRM, ERP, and support
- Create a reliable customer journey across the trial period
- Be able to promote your business at every step of the customer journey
- Leverage transparency in customer usage across the trial
- Improve sales forecasting
Trial Registration and Provisioning
Automatically provision prospects who sign up for a trial and create an opportunity in your CRM
Manage email campaigns
Create and manage an effective email campaign and move opportunities into your CRM
Monitor post-purchase experience
Efficiently move prospects into your support system and monitor ticket creation
Sync with payment
Once the prospect subscribes, automatically update the CRM, create an invoice, and send it
Implementation Plan
- 1
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
- 2
Collaborative building
Outcome: Working Automation
- 3
Testing & business unit training
- 4
Go live!
