WorkbaseData & workflow platform for B2B account teams

Workbase: Bring Superpowers To Your Account Teams

Transform Raw Data into Revenue-Generating Workflows

Key Features

• Formula-Based Triggers: Fine-tune triggers with custom formulas to filter out noise.
• Cross-Object Formulas: Access multiple tables with rollups, lookups, and custom queries.
• Stackable and Persisted: Combine and store formulas for complex workflows.
• Record Level Alerts: Get personalized, actionable notifications down to individual records.
• Custom Messages: Send customizable messages via email, chat, or text.
• Automated Actions: Automate tasks like creating records, bulk updating data, or adding records to campaigns.
• Clean Workbook Interface: Organize work into easy-to-follow workbooks.
• Production Grade Support: Deploy on live systems with batch, parallelize, and scale compute support.

Use Cases

• Product-Led Growth: Sales engine run on top of self-service accounts and usage.
• Customer Ops: Customer success based on analytics and automation.
• Modern Selling: Data-driven sales enablement, hygiene, and analytics.
• Account GTM: Orchestration of account-based selling and marketing.
• Growth Rate: Monitor accounts with an uptick in transaction volume.
• Employee Count Rollup: Aggregate employee counts between linked accounts.
• Case Prioritization: Prioritize incoming cases by keywords.
• Forecast Update Alert: Track opportunities with significant forecast updates.
• CRM Data Quality: Identify accounts with usage limits beyond normal deviations.
• Field Completeness: Ensure key fields are filled out in opportunities.
• Customer Operations: Track orders stuck in backlog and operational outliers.
• Expansion Opportunity: Identify users from new regions or departments.
• Renewal Risk Flag: Flag customers in red health with upcoming renewals.
• Product Adoption: Monitor customer log-ins and usage behavior.
• Support Health: Track major support tickets and platform errors.
• Deal Lifecycle Monitoring: Monitor opportunities stuck in stages or with drop-offs in buyer response.

Pricing

Workbase offers flexible pricing plans tailored to your business needs. Contact us for a custom quote and start transforming your data into actionable insights today.

Teams

Workbase empowers teams across various functions:

• Revenue Operations: Enable analysts to become self-sufficient and eliminate bottlenecks.
• Salesforce Admins: Simplify maintenance and follow health score creation.
• Business Operations: Plan and run customer journeys directly from Slack.
• Customer Success: Build and maintain monitoring and insights to scale operations.

Arm your team with a modern data platform and unlock the full potential of your account teams with Workbase.