Account research & monitoring

Review an account's dashboard to see overall health, see product champions at a glance, and other key data points to prepare more personalized and meaningful outreach.

For:

Sales reps. Account executives, Customer Success

Growth OS level:

Sales

Close customers faster

Show off detailed usage data in your next meeting to seal the deal.

Reach out at the right time

Monitor product usage signals to time your outreach perfectly.

Better customer experience

Know what exact questions to ask based on the 360° customer view across all data points

How it works

Install Intempt web tracker to start tracking events in your app and website
Connect Hubspot to sync your historical CRM data
Create segments to group and filter your user base
Create user & account lists you want to prioritize
Create reports to track your account health
Create growth boards with all user & account lists you want to monitor. Integrate any health metrics you want to keep an eye on.

Features used

Playbooks
Inbox
Segments
Events
Lists
Reports
Growth boards
Scoring
Predictive scoring

Metrics that move

MQL to PQL Conversion Rate
Sales cycle length
Lead to Closed Deal Rate
Monthly recurring revenue (MRR)
Net dollar retention (NDR)

Guides - get started

Template

Explore other user cases

Free-to-paid conversion

Convert your existing free users to a paid plan. Uncover the best opportunities from your self-serve flywheel to identify the best opportunities for conversion to paid.

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Decrease users’ time-to-value and increase activation rates with the ability to build campaigns aligned with key milestones in your product — like setting up a high-value feature or adding a teammate to an account. Ensure that the user reaches the threshold of high feature stickiness.

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