Reactivate Dashboard - Trials

Reactivate - Generate Revenue From Lost Customers and Trials

Reactivate and Restart: Unlock Value from Stalled and Expired SaaS Trials

Don’t let inactive or expired trials become lost opportunities. With Reactivate, your sales team can efficiently identify, reactivate, and restart trials for prospects who didn’t convert the first time, turning cold leads into hot opportunities and maximizing your pipeline’s true potential.

The same goes for lost Customers. They are often your best pool of low-cost opportunities to convert back to paying customers.

Learn more

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The reactivate dashboard displays your prospects, financial and engagement highlights, and a drill-down list with at-a-glance data on each prospect.

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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.

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.

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 as well as any feedback from the client. Reactivate allows your team to gather both and then use them to influence the sales process.

For example, if they were highly engaged, but didn't buy from a trial, 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.

The current dashboard has the following main sections:

1. The financial and engagement section: This shows four statistics:

   1. Lost value across the churned prospects list

   2. Recently churned prospects in the last 7 days (focus feature)

   3. No. Prospects churned while in the "engaged" state

   4. No. Prospects with churn risk in 30 days (retain link)

2. Filters section: This allows you to filter your customers by:

   1. All

   2. 7-day Churn

   3. 30-day Churn

   4. Highly Engaged (after churning)

3. Customers section: This shows a prospect list in a churned state, with navigation filters:

   1. Customer (prospect)

   2. Offering

   3. Users

   4. Expiry date

   5. Lost Reason

   6. Lost Opportunity

4. Customer: sortable navigation element so that you can sort by name

5. Offering: sortable navigation element, so that you can sort by offering name

6. Users: sortable navigation element so that you can sort by user/contact volume

7. Expiry date: sortable navigation element, so you can sort by when they churned

8. Lost reason: manual entry as to why the deal was lost (helps with trying to fix and win back clients)

9. Lost opportunity: manual entry as the approximate value of a deal for simple sorting of win-back revenue opportunity (can be connected to CRM)

10. Additional menu items: drop-down list of extra links:

    1. Customer details

    2. Notes

    3. All insights

    4. ZenAgent

    5. Customer Owners

The dashboard is being constantly improved, with new options added over time. We apologize if this page is delayed in shipping the new versions!