๐Ÿ”ƒ Route your accounts to the different modules

Customers type

Once the data is pushed in Salesmachine, you'll be asked to choose between working at the individual level (contact) or at a company level (account).

Contacts

Accounts

Recommended when you work with individuals, not related to a group of people belonging to the same company.

Recommended when you work with companies, having different Contacts under the same subscription.

Salesmachine manages multiple accounts so a contact can belong to different accounts.

Status

Status (Trial, Paying, Churn, Not converted) will distribute your customers to our different modules.

Status are different from your customer lifecycle. They will be used to calculate some KPIs such as your churn rate for example.

Status setup example

Trial

Contacts or Accounts trying or using your product for free. The ones matching these conditions will be routed to the Conversion module (Trial qualification).

Best practices (2 examples): โ€ข subscription_state equals trial โ€ข subscription_state equals active AND MRR equals 0

Paying

Contacts or Accounts identified as paying customers. The ones matching these conditions will be routed to the Adoption module (Customer Success).

Best practices (2 examples): โ€ข subscription_state equals active and plan equals 'pro' โ€ข subscription_state equals active and MRR is more than 0

Churned

Contacts or Accounts who actually stopped using your product. The ones matching these conditions will be routed to the Churn module (currently on development).

Best practices: โ€ข subscription_state equals canceled

Not Converted

Contacts or Accounts who actually stopped using your product. The ones matching these conditions will be routed to our data management module (currently on development)

Best practices: โ€ข subscription_state equals not_converted โ€ข subscription_state equals not_active and MRR equals 0

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Default status

Contacts or Accounts that are not matching any of the status' conditions will be automatically routed to the default status chosen.

Best practices: We recommend to use 'not converted' status here in order to keep the other modules clean

Pro Tips ๐Ÿ’ก: All the steps above are crucial, feel free to spend some time thinking about it as the entire usage of our solution will be based on it.

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