How to use acquire for sales
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Transform your B2B SaaS trial process into a powerful, data-driven engine for customer acquisition and predictable revenue growth. Acquire gives your sales team the actionable insights, real-time analytics, and engagement tools needed to convert more trials into loyal, high-value customers—all from a single, intuitive dashboard.
The acquire module is designed to help manage trials and POCs.
All the modules are focused on helping you drive revenue, so the first part of the dashboard shows you financial and timing information.
It will also help you filter and rank your trials so that you can focus quickly on those ending soon, those that are hot and ready to convert, or those that need help to get over the line.
Acquire allows you to manually - and - this is by design as we dont want to mess with your CRM data, but still allow you to filter easily by your "gut" feeling on the value of a potential deal and also their likelihood to convert. It's a simple way to rank your trial or POC and update the indicators over time as the trial progresses.
It will also help you target customers who are "in the product" and likely receptive to your call or email at that time—these are in the customer and contact UI. Reaching out when they are live will increase your chances of a positive conversation and move the sale forward.
Work on the buying committee—Zengain shows everyone in the trial and allows you you should pay attention to in the sales process. It also gives you a snapshot of what's happening in the trial: who's highly engaged (champion?), who's trying what features, and who hasn't even tried it yet!
Then, you drill down to a contact level and see a timeline of activities, which allows you to decide on the best way to move this person along in the trial.
Zengain will alert you when new users join a trial so you can examine their titles (roles), backgrounds, and activities to help influence the sales process, i.e., engage with the new user and help them succeed quickly with their evaluation.
Easily search for the customer or contact you want more information about.
