Trial to Subscription By Rubicon Red Convert customers from trial members to paying subscribers

Keep prospective customers engaged from the moment they sign up by automating your CRM to create, update, and track accounts.

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  • Problem

    Great customer journeys require immense resources, time, and attention. The importance of delivering this experience is crucial to the business, yet many do not know how.

  • Solution

    Being informed about every stage of the customer journey allows you to orchestrate effective ways for the customer to stay engaged from trial to product setup. This solution pieces together apps that integrate data across the journey so that you can make informed decisions about keeping your customer's attention and business.

  • Impact

    Get a higher yield on your business's subscription rate by delivering an impactful, engaging customer experience. Reduce the burden on sales and have this journey work for you.

Solution Highlights

  • Deliver a single source of truth for customer data across CRM, ERP, and support
  • Create a reliable customer journey across the trial period
  • Be able to promote your business at every step of the customer journey
  • Leverage transparency in customer usage across the trial
  • Improve sales forecasting
  • webflow salesForce

    Trial Registration and Provisioning

    Automatically provision prospects who sign up for a trial and create an opportunity in your CRM

  • gmail outreach

    Manage email campaigns

    Create and manage an effective email campaign and move opportunities into your CRM

  • freshdesk zendesk

    Monitor post-purchase experience

    Efficiently move prospects into your support system and monitor ticket creation

  • zoho netsuite

    Sync with payment

    Once the prospect subscribes, automatically update the CRM, create an invoice, and send it

Implementation Plan

  • 1

    Discovery & Research

    Discuss best practices from market leaders

    Outcome: Prioritized Automation Plan

  • 2

    Collaborative building

    Outcome: Working Automation

  • 3

    Testing & business unit training

  • 4

    Go live!