Adopter Stage: Signals & Scores for Health & Growth

The Adopter stage is where customers are implementing and realizing value. This roundtable explores health scores and growth signals beyond traditional metrics.

Key themes discussed: - Cross-Departmental Data Sharing: "Your contact is a contact. It doesn't matter where they are in the sales process"—breaking silos - AI Integration: Shifting from legacy systems to modern CRM with AI for real-time customer insights - Health Scores & Growth Signals: "Scoring is a fun challenge every time. No two scores are the same" - Recognizing Upsell Signals: Subscription maximization as opportunity, not threat

Panelists: Jeanette Grand, Ryan Ginsberg, Matthew Ruxton