Meet ImpactPilot.

Renewal management made easy & predictable. Drive retention & expansion. Connect natively with HubSpot.

Define Impact Drivers

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Create account plans

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Incentivise for impact

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Insights to improve

4

CSM’s are incentivized on lagging indicators

NRR | Retention | Expansion

Impact Gap

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Impact Gap -

CSM’s are managed on productivity indicators

QBR | Meetings | calls | emails | slack messages

Impact Drivers

ImpactPilot identifies the actions your post sales teams needs to focus on to drive renewals.

  • Impact Drivers are outcomes that have positive impact on customer goals and renewals. ImpactPilot helps you define what Impact Drivers your post sales team needs to focus on.

  • Not every Impact Driver is created equal. Assign point values to indicate which Impact drivers have a higher likeliness to contribute to renewals.

  • Create or link to existing playbooks to make executing impact drivers seemless.

  • ImpactPilot creates HubSpot properties for every Impact Driver & updates their status. Both on company or deal level. So renewal progress is easy.

Visualising HubSpot property data

See how key metrics such as your ARR, health score or Hubspot score develop over time.

  • HubSpot properties only show the current value and past values are only accessible in a list view of max 20 iterations. LookBack saves all your property changes forever.

    • Numeric properties (revenue, ...)

    • Calculated scores (lead score, ...)

    • Even quantify text properties

  • LookBack allows you to make beautiful charts and dashboards for all your HubSpot properties, for example to see ARR or lead scores over time and per segment. 

    • Report on personal & team level

    • Filter down on any property

    • Bundle charts in dashboards

  • Embed your LookBack charts and dashboards in your HubSpot reports with a single click. No need to switch back and forth between HubSpot and LookBack.

    • Embed individual charts

    • Embed multi-chart dashboards

    • Edit within Hubspot reporting

Account Plans

  • We center on impact drivers. Instead of generic plans, get concrete, actionable steps. Change the game, don't just play it.

  • Once crafted, account plans sync seamlessly to HubSpot. Ensure all stakeholders are in the loop, with zero extra effort.

  • Easily monitor progress. Know where to pivot without being burdened by tedious overdue tasks. Play smart, not hard.

  • Forget dull spreadsheets and ignored slides. ImpactPilot offers account plan templates. Grab attention, drive action.

Driving renewals requires more than just intuition; it demands a strategy rooted in concrete data. With ImpactPilot, your account planning evolves from mere guesswork to a tailored approach informed by your HubSpot insight. And with effortless HubSpot integration and intuitive progress tracking, you're not just planning for success—you're ensuring it.

Easily set targets and track target achievement. Wether you incentivise your post sales reps to have impact on every account (going broad) or to push on high value actions (going deep) or a combination of both. You are in control and can finally get a grip on what happens in your post sales team.

Incentives & Targets

  • Set targets on number of impacted accounts and points accumulated. The ImpactPilot experts can help you get on your way

  • Bye bye spreadsheets & slides and copy pasting. With ImpactPilots dashboards & HubSpot target tracking reports you’re always up to date on your individual & team performance.

  • Realtime leaderboards give an overview of individual performance vs eachother. Encouraging learning and best practice sharing.

ImpactPilot takes delivers insights on reporting the metrics that directly influence renewals and expansion. Going beyond engagement metrics; we dive into the depth of their effect. Whether you're gearing up for team discussions or one-on-ones, our reports set the tone, ensuring data-driven conversations. And as the landscape shifts, so can your strategy, always aligned with what truly works.

Insights & Reports

  • Ditch generic metrics. With ImpactPilot, hone in on the key indicators that truly boost retention and expansion. Be where the impact is.

  • Tracking engagement? Basic. We don’t just measure interactions like update calls or QBRs; we gauge the tangible impact. Dive deeper, gain more.

  • Ready to discuss progress? Our reports are tailor-made for 1/1s or team meetings. Ensure every conversation is informed and productive.

  • Don't get stuck. Adapt and evolve your strategy based on proven successes. With ImpactPilot, you pivot on insight, not instinct.

ImpactPilot activity tracker

ImpactPilot Insights

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