'The Full Potential of Account-level Data in B2B SaaS' cc: userlist iCanAutomate cllaudiu saas b2b
There are four main reasons to do this:— it impacts every user in that account and not just the one who performed that particular event. Moreover, some events aren't even initiated by a user: think about "payment failed."
Let's assume that your goal is to measure and improve activation for your project management SaaS and you only have user-level data available in your analytics and engagement tools.While it's useful to know how many users have performed the activation event and have derived value from your product, activation as a success metric only makes sense at the account level as subscriptions are tied to accounts and not users.
On the other hand, if you want to send a subscription renewal email to billing admins, or run a dunning campaign for that matter, you only need to segment users based on their role. If someone is a billing admin of multiple accounts, you definitely want to send them separate emails regarding each of those accounts.
, an in-app onboarding tool, has supported accounts from the very start, and doing so has enabled them to go head-on against larger competitors in a crowded market., a tool to push product data to a CRM, has been propagating the importance of account-level engagement for a long time. A proper solution, one that natively supports an account-level data model, would allow us to do the following:Build segments using user data only, account data only, or a combination
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