• 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 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