Gathering every available data regarding a contact/account is one of the key Salesmachine's capability.
On your main dashboard choose if you'd like to have an overview of the contacts or of the accounts thanks to the following button:
When going into the account/contact profile, different tabs are available.
Depending on your customer status, you will find different metrics such as:
For trialing leads: Status, Qualification state (qualified - not qualified), Customer Fit Score, Product Adoption Score, Last Touch
For paying customers: Status, Health, Stage, % of Active contacts, Pulse and Last Touch
For churned customers: Status, Pulse, Last touch
For not converted trials: Status, Pulse, Last touch
This graph provide a quick overview of your customer's interaction with your solution. Each cases in blue represent a day where he has been using your product, the darkest the case is, the more he has been using it.
The attributes displayed here are the ones you highlighted in the 'Profile' tab
Here will be displayed every segment that your contact/account belongs to
Here will be displayed the 'events' performs by the customer
You can add a new event easily here via '+ Add a new event trend'
Every customer's interaction will be displayed here (activities, tasks, interactions, conversations, emails, tickets, etc...)
You can filters the information to easily find the ones you're looking for thanks to this tab
This section will display every available attributes sent to Salesmachine or via our Integrations (attributes at the contact level will be different than the one at the account level) .
You can 'pin' some attributes (by clicking on the button below):
Every pinned attributes will be highlighted on the top of the Profile's page and also displayed on the attributes board on the General tab.
This section is spitted between two sections: the events trends & the live view.
Shows every events performs by the customer. It's useful if you want to look at your customers usage's evolution over time (7 days, 30 days or 6 months).
This will give precise information regarding every events performed your customers. It give information on the events date, the performer & the event's parameters.
Only available at the account level, it will show every contacts belonging to your account.
Note that Salesmachine is able to manage 'multiple accounts' meaning that a contact can belong to different accounts.