Outcomes Sales Teams Achieve
Workflows for Sales Teams
From first demo to closed-won, Product Success Agent supports every step of your sales process.
Trial & POC Management
Track every trial in one place with real-time usage data.
- See which features prospects explore during their trial
- Monitor login frequency and session duration
- Identify power users and decision-makers by usage patterns
- Get alerts when trial engagement drops or spikes
Automated Follow-ups
Never miss a follow-up with AI-drafted emails personalized to each prospect.
- After demos: AI drafts recap emails with discussed topics
- During trials: Contextual check-ins based on usage data
- Before expiry: Renewal conversations with usage highlights
- All emails pull from your templates and knowledge base
Buyer Intelligence
Understand your prospects before every conversation.
- Pull contact history and notes from your CRM instantly
- See all stakeholders and their engagement levels
- Review past interactions and meeting notes
- Get AI-generated briefings before calls
Pipeline Visibility
Track contracts, proposals, and deal status in real-time.
- Monitor all active proposals and their status
- Track contract values and expected close dates
- Get alerts for stalled deals needing attention
- Review ARR pipeline and forecasting data
A Day in the Life with Product Success Agent
Morning briefing
Check your dashboard for trial activity overnight. See that Acme Corp's team logged 15 sessions yesterday—they're hot.
Pre-call prep
Before your demo with TechStart, pull their CRM profile. AI shows you they've been exploring your analytics features heavily.
Post-demo follow-up
After the call, AI drafts a personalized follow-up email referencing the specific features you discussed. Send in 2 clicks.
Trial check-ins
Usage Checker shows 3 trials with declining engagement. AI drafts re-engagement emails for each with specific value props.
Pipeline review
Contract Tracker shows 2 proposals expiring this week. You have full context on each account's engagement to plan your close strategy.
Connects to Your Sales Stack
Pull data from the tools you already use