Convert module

As stated this module is here to help you convert the companies that are trying your solution for the first time, into paying customers.

For this, it allows you to configure your Product Qualified Leads strategy within Salesmachine, and then create various types of Automations to react when there are new Qualified Leads, new signed ups, new sales..

Mainly used for your Trials and Freemiums, but it can also be useful for some specific subscription plans as long as you define these Accounts as Trials in Statuses.

Then, when some leads are calculated by Salesmachine as Qualified, you can set within the solution, some specific alerting by emails, or Slack and create directly a task in Salesforce to alert your Sales of it.

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