Put agents to work on renewals and expansion.
Agents prepare the evidence for customer conversations and handle the briefs, follow-ups, and record updates.
Arrive ready for the next account conversation.
Agents gather the customer context you need for meetings, renewals, and expansion conversations.
Prepare a report covering usage, support history, and open commitments before the renewal.
Bring together the evidence that an account may be ready to grow, with a suggested way to open the conversation.
Summarize recent changes, previous discussions, and points to cover before each customer meeting.
Draft follow-up messages and update CRM records with notes, risks, and next steps after the call.
Know which accounts need a commercial conversation.
Trig compares customer behavior against benchmarks to flag risks and opportunities, ranked by the revenue involved.
Renewal risk
Declining usage or adoption that needs attention before the renewal conversation.
Expansion opportunity
An account nearing its seat limit, exploring premium features, or adding team members.
Understand those changes in the context of each customer’s goals, previous discussions, and open commitments.
“Our drivers are everything, and Trig helped us to provide them with the most rewarding jobs. This is an opportunity that we have tried to solve before, but Trig made it so simple. It’s an amazing product.”
Keep every account covered between conversations.
Set recurring assignments for your accounts, with different tasks and timing for each segment or customer need.
Keep customer conversations and account records connected.
Agents use information from your existing tools and deliver briefs, messages, and updates where your team needs them.
Frequently asked questions.
Does Trig replace our CRM?
No. Trig uses your CRM alongside other customer data to prepare and carry out account tasks, and can write updates back through authorized connections.
Can agents prepare outreach without sending it?
Yes. An assignment can leave every message as a draft for you to review and send. Agents only work within an assignment your team has reviewed and approved, and every message is logged.
Can we use Trig for smaller accounts too?
Yes. Choose account groups and tasks that fit each segment, so recurring preparation and follow-up extend beyond the accounts you meet with regularly.
Where should we start?
Bring one recurring task, such as a renewal report, to a demo. Once an agreement is in place, our team helps connect the relevant data, configure the assignment, and review the first runs with you.
Will agents replace our account managers?
No. Agents prepare renewal reports, meeting briefs, follow-ups, and CRM updates, so each account manager can look after more customers and spend more time in customer conversations. Your team chooses the accounts and tasks agents work on and reviews the results.