Introduction

From the moment you open any dashboard, whether acquiring new customers or growing existing accounts, you’ll see high-impact opportunities highlighted front and center.

See engagement level colors to understand your data and insights via traffic light colors here

In Reactivate, we break down the lost opportunities into two sections—this is both for focus and team dynamics. In many sales teams, the SDR/AE/Sales handles the trials, and the CS team handles the lost customers.

The section has two dashboards:

• Reactivate Dashboard - Customers

• Reactivate Dashboard - Trials

Both sections are similar, but the engagement and usage history differ significantly. In a trial, you don't have a long timeline of usage and engagement to use to influence the sale vs. a lost customer, but the basic concept is the same: why did we lose the deal?

This can be intuited from the account data and any feedback from the client. Reactivate allows your team to gather and use both to influence the sales process.

For example, if they were highly engaged, but didn't renew, why? You can look at each contact or the account and see what happened, then react personally to each buying committee member and try to win it back effectively. Combining their reasoning with what "actually" happened in the account is powerful.

First, we explain the Reactivate Dashboard for Customers, which is aimed at the CS team.