Analytics, processes, and automations powering the behind-the-scenes work of growing & retaining customers
Revenue orgs are now grappling with multiple systems of record, each with different data needed to drive customer engagement.
Workbase delivers a unified view of the customer - standalone or in iFrame. We eliminate the need to grok through Looker reports, Amplitude, and Salesforce just for one workflow. We reduce the risk of 'things getting missed'.
Reps aren't paid to be data analysts - many struggle with transforming raw BI data just to get the insights they need to do their job.
Whether it's a health score break-out or activity alerts, Workbase lets you create last-mile analytics so reps aren't flying blind by default. We arm them with more context about the customer than ad-hoc reports can.
Each company has its own unique products and priorities. Ideally, operational tools should adapt to your business, not the other way around.
The configurability of Workbase runs deep. From complex deployments to custom entities, Workbase can mirror each layer of your operation. We enable this without putting your CRM at risk of expensive projects.
Many checklist-based playbooks revolve around low-value to-do lists. They don't have customer-specific context, which limits how much value reps get from them.
Workbase supports reusable, interactive workbooks with instructions, forms, and collaboration. We wrap these workbooks with customer-specific data. And then we enable you to extract insights across many customers at once.
Automation can drastically reduce costs, especially for teams that operate at scale. For revenue orgs, a perennial tumbling block for automation has been data availability.
Workbase enables those types of automations that rely on customer data or a user interface. These can be simple alerts to actions in downstream tools, like adding emails to campaigns. We help your team scale productivity.
The modern GTM stack relies on connecting systems of best-of-breed SaaS tools. This will only accelerate with the growing popularity of data warehouses.
Whether it's a CRM, marketing platform, customer support, or sequencing tool, Workbase pipes unified customer data to your tech stack. While we're not solely an ETL tool, whatever data we touch, we help permeate across your stack.
Visual account 360
Usage and custom alerts
Table interface to update deals
Live reporting on account plans
P&L and other analytics
Product Qualified Leads
Lead or account 360
CRM and billing data
Entitlements and SLAs
Data warehouse integration
Sync to marketing suites
Sync to outreach tools
Multi-level account drill-downs
Live account planning
Custom forecasting models
Tooling to support top-performing revenue orgs
Instill discipline needed to drive retention, net expansion, and LTV
Deliver amazing customer experience from sales to renewals
Build customer obsession into a workflow that reps use day-to-day
Quickly gain context about specific customers without bothering reps
Tooling to maximize team performance and output
Monitor operational metrics across your book of business
Quickly implement knowledge management & guidance for reps
Track customer engagement and activity by rep
Communicate consistent adoption, retention, and expansion intel
Tooling to make the lives of rockstar reps easier
Gain deeper visibility into your accounts through custom views & filters
Run your personal spreadsheets and notes alongside key data feeds
Leverage custom lists, formulas, and tags to avoid CTA overload
Stand up workspaces for teammates and customers
Tooling to empower application development
Stand up custom apps yourself without worrying about the CRM roadmap
Quickly implement new processes and experiment over time
Deliver your advanced analytics and data to front-line reps
Eliminate point solutions and break down data silos