How to use adopt for CS
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The first 30 days are critical to ensuring your new customers experience value and build momentum with your product. Adopt empowers your onboarding, customer success, and sales teams to guide users through activation, drive early engagement, and set the stage for long-term satisfaction—right from day one.
The adopt module is designed to help prevent early churn and successfully onboard new customers.
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 early customers so that you can focus quickly on those finishing the onboarding timeline soon, those that are at risk and more engaged, or those that need help.
Adopt allows you to add ARR manually - this is by design as we dont want to mess with your CRM data, but still allow you to filter easily. It's a simple way to rank your customers by scale/importance and update the indicators over time as the onboarding 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 onboarding process forward.
Work on the buying committee—Zengain shows everyone in the trial and allows you you should pay attention to in the onboarding process. It also gives you a snapshot of what's happening in the early usage of your product: 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 onboarding.
Zengain will alert you when new customers convert so you can look at their titles (roles), backgrounds, and activities to help influence the onboarding process, i.e., engage with the new user and help them succeed quickly with their onboarding, training, and early consumption of your products.
Easily search for the customer or contact you want more information about.