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Customers and Companies

As new feedback data is added in Inari, all customers and companies that are associated with each feedback gets captured in the Customers page. The Customers page serves as a “CRM” for product teams to consolidate the list of customers and companies sharing feedback, are being attributed to insights, and are making specific feature requests to close the loop with.

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Connect CRM

Inari offers direct integrations with HubSpot and Salesforce where orgs can sync with 1 CRM, select the custom fields from within the CRM to ingest into Inari, then enrich their customer, company, and feedback data with GTM context. Most importantly, connecting a CRM allows your team and Inari to pull in fields such as ARR, Deal Size, Deal Type, and Pipeline Stage to support product prioritization decisions. You can connect a CRM and customize the field mappings in the Sources page and Connect CRM tab.

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Revenue Impact

Revenue Impact is tracked per company and can be pulled from multiple sources since it can exist in multiple places:
  1. If a CRM is connected, Inari will set Revenue Impact based on the CRM field that is mapped to it.
  2. If a CRM is not connected, Revenue Impact can be manually set in the Company detail panel.
  3. If no Revenue Impact is manually set, the metric is set based on the Company Persona attached to the account.

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Deal Type

Deal Type shows whether the company is an prospective, existing, or churned customer. If a CRM is connected, Inari will use the deal type attached to the account instead based on which CRM field is mapped to it. If no CRM is connected, Deal Type can be manually set in the Company detail panel.

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Deal Stage

Deal Stage shows what sales pipeline stage the company is in based on its deal or opportunity. If a CRM is connected, Inari will use the deal stage attached to the account instead based on which CRM field is mapped to it. If no CRM is connected, Deal Stage can be manually set in the Company detail panel.

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Personas

Custom Personas can be created for customers and companies to help with segmentation when analyzing metrics and globally setting Revenue Impact values if the CRM hasn’t set the value for a company.