Get Notified
Get Notified

SaaSWorks Solutions

SaaSWorks enables data-driven decision making at scale by unifying, enriching and segmenting customer data across platforms to provide insights that are unique to your business and tailored by experts.

Ready to Retain, Upsell, and Engage your Best Customers?

Our one-size-fits-one revenue solution synthesizes customer data to identify insights and outreach opportunities. SaaSWorks' no-app approach means personalized, proactive recommendations are delivered wherever your team works — Salesforce, HubSpot, Email, Slack.

SaaSWorks Customer Recommendation

Customer Playbooks

Produce meaningful outcomes for your customers with proactive outreach recommendations, that are tailored by experts and align with your business goals.


  • Fewer Logins: Recommendations are delivered straight to your team's inbox. Meaning they can spend less time doing tedious research in various platforms and more time engaging with your customers and developing deeper relationships.
  • Less Complexity: We take the burden off of decision making by delivering fully loaded recommendations packed with data-driven insights, tailored outreach, and single-click approvals.
  • Better Outcomes: Your entire team will be taking action based on recommendations that align with company and customer objectives. That means reliable outcomes for your customer and better results for your business.
SaaSWorks Customer 360s

Customer 360s

Empower your team with everything they want to know about a customer, where and when they need it most.


  • Unlock Key Insights: Customer 360s go beyond sharing what is already known or what has been seen before. They package and deliver information that is unique, enriched and aggregated from disparate systems.
  • Accelerate Call Prep: With customer 360s delivered straight to their inbox, revenue makers can spend less time on research and more time developing strategies that produce business outcomes that align with growth.
  • Retain and Expand: With your revenue teams are working faster and smarter than ever before, you'll be in a better position to create predictable revenue by decreasing churn, reducing payback period and improving customer lifetime value.
SaaSWorks Revenue Intelligence

Revenue Intelligence

Discover which customers you retain the longest, and expand with the most through segment and cohort analysis.


  • Acquire Smarter: Decrease customer acquisition costs and increase win rates by focusing your marketing and sales efforts on your ideal customer profiles.
  • Retain More: Create predictable revenue and decrease customer churn by identifying strengths and weaknesses across product, pricing and customer success.
  • Expand Faster: Reduce payback period and improve lifetime value by increasing revenue from existing customers through upsell and cross-sell opportunities.

How it Works

1. Gather & Discover

Back-end engineers extract and load data from source systems including customer relationship management, ticket management, subscription management and product usage platforms into a staging environment. Proprietary tooling is then applied to identify key components from raw datasets.

2. Cleanse & Transform

Unstructured component data is organized and classified individually to reduce data redundancy and improve data integrity. This process lays the foundation to unify data from disparate systems and produces single sources of truth for key data like MRR & segment.

3. Merge & Enrich

Once data has been properly organized and transforming, it's fully enriched to fill any missing data-points and merged into a single, usable dataset to make it possible to identify patterns, capitalize on strengths and improve weaknesses in your customer base.

4. Analyze & Deliver

Your fully enriched and completed customer data is analyzed by our team of operations analysts and revenue strategists and delivered straight to your customer-facing teams so they can execute your playbooks efficiently.