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  • Documentation
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  • Welcome
    • Zengain documentation
    • Introduction to Zengain
    • Zengain and Customer Lifecycle Management
    • Zengain and Sales Intelligence
    • Zengain and Customer Success Management
  • Latest UI Changes
  • Quick Overview
    • Zengain Capabilities and Components
      • Acquire - convert more Trials into business won
      • Reactivate - generate revenue from lost customers and trials
      • Adopt - ensure fast time-to-value when onboarding customers
      • Retain - stop churn with super-early warnings
      • Grow - increase revenue from existing accounts
    • ZenAgent AI
    • SaaS vs. Desktop
  • For sales (training)
    • Focus your sales team with simple tools
      • Traffic lights (for focus)
      • Conversion filtering
      • Opportunity value filter
      • Trial countdown
        • Trial prospect filters
      • Adoption countdown
    • Key Sales Functionality
      • Revenue focused tools
      • Not a CRM, but a super power
      • Timely insight alerts
      • Key feature usage
      • Outreach when live
      • Who's the buying committee
      • Highlight decision makers
      • About the company
      • About the contact
      • One-click outreach
      • Who did what, when?
      • Restart a trial with one click
      • Data for the EBR/JBR
      • Build upsell evidence
      • Leverage the whole team
      • Customer health score
      • Unlock Expansion Opportunities
      • Re-Monetizing Lost Customers
    • For BDR, SDR, AEs
    • For CS teams
    • For Support teams
  • Insights
    • Insights emails
    • Insights main dashboard
    • Insights by customer
    • Insights for CRMs
    • Insights in slack
    • Insights by contact/user
  • Using the Platform UI
    • Introduction
    • New User Setup
    • Getting around
      • Search
      • Using reports
      • Providing Feedback
    • Getting started (onboarding)
      • Integration flow (dashboard)
      • Customer Owners
  • UI: Administration
    • Introduction
    • Users
      • Managing internal users
      • Lost password
    • API Credentials
    • Configuration
      • Custom fields
      • Security
    • Help
  • UI: Home
    • The Dashboard
  • UI: Zengain modules
    • Acquire
      • How to use acquire for sales
      • Acquire Dashboard
      • Acquire Financial Section
      • Acquire Customer Filters
      • Set customer Conversion probability & opportunity$
      • Acquire Customer Detail
      • Acquire Contact Activity
    • Adopt
      • How to use adopt for CS
      • Acquire>Adopt: owners
      • Adopt Dashboard
      • Adopt Financial Section
      • Adopt Customer Filters
      • Adopt Customer Detail
      • Adopt Contact Activity
      • Add Customer ARR$
    • Retain
      • How to use retain for CS
      • Adopt>Retain
      • Retain Dashboard
      • Retain Financial Section
      • Retain Customer Filters
      • Retain Customer Detail
      • Retain Contact Activity
      • Update Customer ARR$
  • Grow
    • Grow Dashboard
  • Reactivate
    • Acquire/Retain>Reactivate
    • Reactivate Dashboard
  • UI: Customers
    • Customers and contacts
    • Customers
      • Managing Customers
      • Auto-create from events
      • Contacts
        • Contact details
        • Adding (managing) contacts
    • ZenAgent AI for Customers
    • Notes
  • Customer owners
  • UI: Key Product Milestones
    • KPMs - Key Events selection
  • CRM Integration
    • Working with Salesforce
  • Developers
    • Snippet details
    • Analytics APIs
    • Key concepts
    • How Zengain works
    • Zengain user personas
    • Naming conventions/Glossary
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On this page
  • Welcome to the Zengain documentation hub.
  • What is Zengain?
  • Zengain - Customer Lifecycle Management
  • Quick links

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  1. Welcome

Zengain documentation

NextIntroduction to Zengain

Last updated 6 days ago

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Welcome to the Zengain documentation hub.

Here, you will find in-depth information on all aspects of the Zengain platform, covering topics such as utilizing the Zengain dashboard to set up and configure your products and alerts, integrating Zengain into your CRM, and leveraging the Zengain APIs seamlessly within your applications.

Thank you for choosing our platform, and let's start on this journey of software monetization excellence.

What is Zengain?

Zengain is a customer success and lifecycle management platform for revenue teams. Zengain offers your revenue-facing teams sales-oriented, actionable usage analytics and tools to drive more revenue across the lifecycle.

Zengain - Customer Lifecycle Management

Unlike other CS platforms, Zengain covers the entire lifecycle, including evaluations, and is focused on a revenue team view of the Customer and its users—the buying committee—to optimize the sales close and upsell rate.


Quick links

Get started

Use our onboarding workflow

Insights

Learn about Zengain Insights

Sales Training

Learn how to benefit from Zengain

Setup Your Owners

Ensure your team are attached to your customers

Setup Key Events

Choose the key events to track and report on

Developers

APIs, and key concepts for integration for developers

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