• Use CRM data to track when an account's trial is ending. Examples:
• ~Days Until Trial Ends
• ~Days Since Trial Start
• Use product-usage data to monitor when features required for trial success are not activated. Examples:
• ~No Integrations Added
• ~No Logins

• Use product-usage data to pinpoint when a "first" onboarding milestone was reached. Examples:
• ~First Invite Sent
• ~First Integration Connected
• ~First Key Feature Activated

• Use product-usage data to track in real-time when users are taking action. Examples:
• ~User Adds Integration
• ~User Sends an Invite
• ~User Clicks x Key Feature

• Use firmographic / CRM data to monitor a customer's plan. Examples:
• ~ Plan is Basic
• ~ MRR is < X amount

• Use product-usage data to determine who in an account is considered a daily user. Examples:
• ~Daily Active Users
• ~Consecutive Days Active

• Use contract / renewal data from your CRM or data warehouse. Examples:
• ~Renewal Date
• ~Days Until Automatic Renewal
• ~New Contract Signed

• Use product-usage data and Correlated's built in thresholds to determine who's the most active. Examples:
• ~Product Events Increase by Percentile X
• ~Workflows Run Increase by Percentile Greater Than X

• Use product usage data to track overall usage growth WoW. Examples:
• ~Overall Product Events
• ~Sign Ins WoW
• Use firmographic data to confirm they're longer term customers and are healthy. Examples:
• ~Days Since Converted
• ~Customer Success Status

• Use key product-usage data to surface power users.
• OR use data warehouse modeling to develop your own complex power user criteria.
• Use CRM data to track customer plan. Examples:
• ~Enterprise Account
• ~Premium Plan

• Use event data to track when a lead views your pricing page, or clicks "see pricing" on your website:

• Use Correlated's AI-powered propensity scoring model to score all leads on how likely they are to convert

• Use CRM data to segment for different company types. Examples:
• ~Market Segment
• ~Company Size
• Use product-usage data to track the activation of multiple features.

• Use Correlated’s built-in Activity Score based on your unique product-usage data. Examples:
• ~Activity Score is Excellent
• ~Activity Score is Very Good
• OR come up with your own key metrics to indicate high activity. Examples:
• ~Signed In Events
• ~Total Sessions
• ~Total Product Events

• Use CRM firmographic data to track size of company. Examples:
• ~Total Employees
• ~Market Segment (SMB, MM, Enterprise)
• Use product events to track user invites sent

• Leverage CRM demographic data to identify the user. Examples:
• ~Role
• ~Title
• ~Decision-Maker
• Combine with key product feature usage. Examples:
• ~Feature Activated
• ~Feature Clicked

• Use Correlated's AI-powered propensity scoring model to generate an Expansion score for all accounts who have not yet expanded to a key product.

• Use product-usage data to track when someone views / clicks into a gated product or feature.

• Use CRM or billing data to track customer stage. Examples:
• ~Customer Plan is Active
• ~Stripe Subscription Success

• Use product-usage data to track users invited. Examples:
• ~Invite Sent
• ~Total Users Grown by x

• Use data modeling to calculate increases in revenue. Examples:
• ~ARR Percent Increase
• ~ARR Increased by x Dollar Amount

• Use CRM data to track credits included in plan. Examples:
• ~Credits Used
• ~Credits Available
• OR use a data warehouse to model your own data. Examples:
• ~Percent of Credits Used
• ~Credit Usage Percent Relative to Included Credits

• Use a data warehouse model combined with CRM data to track days until contract renewal.
• Use product-usage data to monitor an increase in usage. Examples:
• ~Total Product Events
• ~Total Sign Ins

• Use Correlated’s built-in Activity Score based on your product-usage data, or come up with your own key metrics to indicate high activity. Examples:
• ~Activity Score is Excellent
• ~Signed In Events
• ~Total Product Events
• Use your CRM owner IDs to track ownership. Examples:
• ~Account Owner ID
• ~Customer Success Owner ID

• Use CRM data to monitor included seats on plan, and product-usage data to determine how many are used. Examples:
• ~Licenses Sold
• ~Seats Sold
• ~Seats Available
• OR use data warehouse modeling to calculate percentage of seats used compared to available.

• Use a data warehouse model and CRM data to track days until contract renewal:

• Use product-usage data to track page views / features clicked. Examples:
• ~Product Page Viewed
• ~Activate Gated Feature Button Clicked

Use product-usage data or event tracking to monitor when customers show interest in an advanced feature. Examples:

• Clicked “Learn More” About x Feature
• Viewed Integration Page

• Use CRM data to identify segments of users. Examples:
• ~Market Segment of Company
• ~User Role / Title
• Use Correlated’s built-in Activity Score to identify high usage. Examples:
• ~User Activity Score is Greater than Good
• ~User Activity Score is Excellent

• Use CRM and product-usage data to track total users. Examples:
• ~Total Users
• ~Invites Sent of All-Time
• ~Seats Available

• Use Correlated's AI-powered propensity scoring model to score all Users on Retention, and target low-scores within key customer segments.

• Use product-usage data to trigger when credentials / access is revoked in an account. Examples:
• ~Slack Access Denied
• ~Salesforce OAuth Required

• Use CRM data to monitor important customer types. Examples:
• ~Admin
• ~Job Title
• Use Correlated's built-in Activity Scores to track overall usage/health.

• Use a data warehouse to monitor conversations via your support chat tool. Examples:
• ~Total Support Convos Increased
• ~Tickets Opened