Account Based Behavioral Lead Tracking

Track user activation and product adoption to identify your best Product Qualified Leads. Send accounts who are ready to purchase to your sales team for immediate closing.

Sales teams love PQLs ...

How freemium or trial users engage with a product says a lot about their likelihood to pay you for using it.

But setting up a lead scoring model to identify those Product Qualified Leads (PQLs) can quickly become complex.

You need to define criteria you’ll use to evaluate it, for one. Then, you need to get the data and find a way to analyze it thoroughly. And then, figure out what to do with the best users, anyway.

Well, meet Refiner, your solution to PQL lead scoring challenges.

Refiner gives you total control to create custom engagement and user activity models, based on any data you have about those people. So, your scoring model can be as simple or complex as you’d want it to be.

Focus on basic user activation and product adoption signals only. Or go further and surface power-user who qualify for a higher pricing tier.

Regardless, the result will always be the same. You’ll know who your most active users are, and to whom your sales reps should reach out.

Track Product Usage and Purchase Intent Signals

Segment your users based on generic session information or specific custom events. Create multiple engagement models to identify users who successfully adopted your product, power users and users who need some hand holding.

A product usage graph and settings used to identify product qualified leads.

Aggregate User Actions Into Account Scores

Tracking the activity of a single user is not enough when you are dealing with multiple decission makers. Refiner aggregates engagement scores from individual users intelligently into account scores.

Refiner automatically aggregates engagement scores from individual users into a single account score.

Know Who Gets the Most Value from Your Product

Define what actions determine whether a user has seen the value of your product. Let your sales team engage with users that had just experienced an "Aha Moment" and who are ready to upgrade.

A chart mapping out customer fit vs. product engagement.