Insights emails

Insight emails are communications to Sales or Customer Success people from Zengain with relevant information impacting customer satisfaction and revenue.

Saving time for the revenue team - no need to log in all the time, just respond to insights as they arrive.

Example email - most emails grow over time to incorporate alot more details and customer

Principles

• Zengain focuses on Customers and the type of signal (from traffic lights)

  • Information will be insightful and time-relevant.

  • We care about providing valuable information to Sales and Customer Success.

  • Do not repeat information that Sales or CS knows about.

  • Focus on what is new and actionable.

Audience

Emails are sent to all the "owners" of a customer.

Frequency

• This email will be sent daily and provide information about the previous 24 hours.

• Zengain will not send this email if no fresh data accompanies it.

Format

Your daily insights from Zengain

Hi <@user first name>.

Here are some insights into risks and opportunities we’ve identified across your customers.

At-risk customers

Please engage with these customers who have warning signs or are coming to the end of a period.

<@module_icon> <@Customer_Name>

• insight

• insight

View all risk signals

Customers with potential

Review these potential opportunities for new or growth revenues.

<@module_icon> <@Customer_Name>

• insight

• insight

View all opportunity signals

Customers to watch

Pay attention to these accounts, they could be trending towards issues or coming to the end of a period.

<@module_icon> <@Customer_Name>

• insight

• insight

View all warning signals

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