The product was growing fast on a product-led growth model, but the team had zero CRM visibility into what was actually happening.
A Salesforce PLG funnel setup connects trial signups, product usage, and the sales workflow into one system, so a commercial team can see which trials are worth a phone call before the trial window closes. For one UAE-based Martech platform, that setup went live in three weeks and lifted trial-to-paid conversion by 55 percent.
Growing well, seeing nothing
The platform had built a product that sold itself. Free trials started regularly. Some converted, some didn't, and nobody on the commercial team could say with any confidence which ones were which — because product usage data never made it anywhere near the CRM.
Trial signups lived in a product database. Contact details sat in a spreadsheet. Sales conversations happened over email, disconnected from either one. There was no single place where the full picture of a trial existed, no automated signal when a user hit an activation milestone worth acting on, and no visibility at all into expansion revenue sitting in existing accounts.
What TrueSolv built inside Salesforce
The team delivered a complete PLG funnel under the Growth package, with the first working dashboard live within three weeks of the kickoff call.
That dashboard became the one place sales and product both look at now. Instead of asking product for a data pull or trusting a shared sheet, a rep opens the record and sees exactly where a trial sits in the funnel, how engaged the user has been, and how many days are left before the trial expires.
The numbers after three weeks
The company's Head of Revenue, Nadia B., described the shift in plain terms. Before the funnel setup, decisions ran on instinct and a spreadsheet the team had stopped fully trusting. Once activation signals started triggering sales tasks on their own, reps were finally talking to the right trial users at the right moment — and the conversion lift stopped feeling like a surprise once the team could actually see what was happening in real time.
Why this works past one Martech platform
Nothing about this setup is specific to one company or one product. Any SaaS team running product-led growth hits the same wall eventually. Trial and usage data sits in a product tool. Contact and deal data sits in Salesforce. Sales ends up working from instinct because the two systems were never meant to talk to each other — and the fix is rarely a new tool so much as it is connecting the ones already in use.
Running product-led growth with no funnel visibility into your own trials is a fixable problem, not a permanent one.
Book a free consultation through our contact form to scope what a PLG funnel setup would look like inside your Salesforce org, and follow TrueSolv on LinkedIn for more real client results.
