The lifecycle is a key feature of Salesmachine that represents your customers journey. You can configure two different Lifecycle in Salesmachine: Accounts & Contacts.
You can create as many stages as you need
An account or a contact can only belong to one stage
If an account matches the conditions of two stages, he will belong to the rightest (strongest) one
Choose which Lifecycle you'd like to start with (Accounts or Contacts)
This lifecycle should represent the different steps of your customer's journey in your solution.
Click on 'New Stage', now you can:
Name your Stage
Define if you want conditions to work as AND or as OR by choosing match ALL or ANY conditions (if you need both, you can refer to our logical condition management here)
Add the condition(s) to distribute your account/contacts in your different stages
Use the Default Health Score or a Custom one (you can refer to 'health conditions' later on this page)
Drag and drop your stage (to change its position)
Delete this stage
Once done, your customers will be mapped and scored into your lifecycle as follow:
You can create a lifecycle referring to your final users' role and score their health based on how each of them is supposed to be using your solution. You just need to follow the same process than for the accounts.
Health score is a key feature of Salesmachine, it'll help your team to identify at-risk accounts before they churn, realize proactive intervention & prioritize customers in need.
For each lifecycle, you can choose between the 'default' health score or a dedicated one while managing your stage thanks to the option below:
The Default health score is configurable in App Settings → Adoption → Health.
Select if you want conditions to work as AND or as OR by choosing match ALL or ANY conditions (specific documentation about logical conditions here) and follow the rules below.
Health score rules:
You can have as many conditions as you'd like
If an account matches the conditions of Good or Bad, he will belong to it
If an account does not match any the conditions, he will belong to Average.
If an account matches both Good and Bad conditions, he will belong to Bad per security