Whitepaper
CRM for SaaS Companies
From Trial to Renewal—The Customer Journey in Your CRM
📄 20 Pages ⏱️ 25 Min. Read
**What You'll Learn:
💰
PQL scoring for Product-Led Growth
✅
Optimize trial-to-paid conversion
📣
Build churn early warning systems
📈
Track SaaS metrics (MRR, ARR, NRR, LTV)
Table of Contents
- 1 Mapping the SaaS customer journey in your CRM
- 2 Lead scoring for Product-Qualified Leads (PQLs)
- 3 Optimizing trial-to-paid conversion
- 4 Integrating Customer Success into your CRM
- 5 Churn prevention: Early warning systems
- 6 Tracking expansion revenue
- 7 SaaS metrics in your CRM
Preview
SaaS has a fundamentally different customer relationship: The closed deal is the beginning, not the end. This whitepaper shows you how to map the entire journey—from PQL scoring through trial conversion to churn prevention and expansion revenue.
Who is this guide for?
Ideal for
- ✓ SaaS founders and CEOs
- ✓ Heads of Sales at SaaS companies
- ✓ Customer Success Managers
- ✓ RevOps and Growth teams
Key Takeaways
- ★ PQL scoring model for Product-Led Growth
- ★ Health scores for churn prevention
- ★ MRR/ARR/NRR dashboard setup
- ★ Expansion revenue as a growth lever
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