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  • Documentation
  • Zentitle2 Docs
  • Zengain Docs
  • Zentitle I (V10)
  • Education & Training
  • 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
      • Acquire Dashboard
      • How to use acquire for sales
      • Acquire Financial Section
      • Acquire Customer Filters
      • Set customer Conversion probability & opportunity$
      • Acquire Customer Detail
      • Acquire Contact Activity
    • Adopt
      • Adopt Dashboard
      • How to use adopt for CS
      • Acquire>Adopt: owners
      • Adopt Financial Section
      • Adopt Customer Filters
      • Adopt Customer Detail
      • Adopt Contact Activity
      • Add Customer ARR$
    • Retain
      • Retain Dashboard
      • How to use retain for CS
      • Adopt>Retain
      • 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
  • Zengain Use Cases
    • Optimizing SaaS Trial Conversions
    • Preventing early churn through the adoption phase
    • Mastering SaaS Retention
    • Proactive Account Growth
    • Customer Retention should be like White Glove Service
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  1. For sales (training)

Key Sales Functionality

Revenue focused toolsNot a CRM, but a super powerTimely insight alertsKey feature usageOutreach when liveWho's the buying committeeHighlight decision makersAbout the companyAbout the contactOne-click outreachWho did what, when?Restart a trial with one clickData for the EBR/JBRBuild upsell evidenceLeverage the whole teamCustomer health scoreUnlock Expansion OpportunitiesRe-Monetizing Lost Customers
PreviousAdoption countdownNextRevenue focused tools

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