Salesforce PLG Funnel Setup
for Martech SaaS
A UAE-based Martech platform was running product-led growth with no CRM visibility. TrueSolv set up the full PLG funnel in Salesforce in 3 weeks — lifting trial-to-paid conversion by 55% and replacing four disconnected tools with one source of truth.
Product-led growth in theory. No funnel in practice.
A UAE-based Martech SaaS platform had built a product that sold itself. Free trials were starting regularly. Some converted. Some did not. The problem was that nobody on the commercial team could tell which trial users were worth talking to — because product usage data never made it into the CRM.
Trial data lived in a product database, contact details sat in a spreadsheet, and sales conversations happened over email. There was no funnel. There was no single place where the full picture existed.
- No trial visibility: Free trial signups not connected to any CRM record or sales workflow.
- Siloed product data: Product usage and activation data inaccessible to sales and customer success teams.
- Manual tracking: Trial-to-paid conversion tracked manually in a shared spreadsheet, with no attribution.
- No activation signals: No automated triggers when a trial user hit activation milestones worth acting on.
- Invisible expansion: Expansion revenue from existing accounts not measured or reported anywhere.
A complete PLG funnel in Salesforce — signup to expansion, tracked in one place
TrueSolv delivered a complete PLG funnel setup under the Growth package. The first dashboard was live within three weeks of the kickoff call.
Built a custom data model that maps the full product funnel — signup, activation, expansion, and upsell — to Salesforce objects. Each stage of the user journey has a corresponding record type and ownership rule.
A Flow-based automation layer that creates a Salesforce lead on every trial signup, advances it through funnel stages based on product events, and fires a sales task when a user hits a defined activation milestone.
Connected the platform's product analytics tool to Salesforce via API. Usage events now flow in near real time. Sales reps see each trial user's engagement score, feature adoption level, and days remaining on trial directly on their lead record.
A single dashboard showing the complete funnel from trial signup to closed deal — stage conversion rates, where trials drop off, and prioritised accounts with the highest engagement scores.
A reporting layer that surfaces expansion revenue opportunities. When an existing account crosses a usage threshold, an upsell opportunity is created automatically and assigned to the account manager.
"We had a great product and zero idea which trials were about to convert. Three weeks after kickoff, we had a live dashboard and our response time to high-intent trials dropped by 80%."
Before TrueSolv, our Head of Revenue was making decisions based on instinct and a spreadsheet that nobody trusted. The PLG funnel setup changed everything. Activation signals now trigger a sales task automatically — our reps are talking to the right users at the right moment. The 55% lift in trial conversion wasn't a surprise once we could actually see what was happening. The expansion tracking was a bonus we hadn't fully expected but now can't imagine being without.
Full funnel visibility, 55% more conversions, expansion tracked
The PLG setup delivered immediate commercial impact — from trial conversion rate through to expansion revenue attribution and sales response time.
Built with
Your product sells itself.
Your CRM should see it happening.
If trial users are converting — or churning — and your sales team has no visibility into why, we'll build you a full PLG funnel in Salesforce. Activation signals, real-time usage sync, expansion tracking. Live in 3 weeks.
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