See EvaluationsHub in 20 minutes.
A live walkthrough of your account health dashboard, a recovery workflow in action, and the customer-facing portal. Tailored to your team size and ICP.
Book your demo
Pick a time that works. We’ll confirm and send a prep form so the 20 minutes are focused on what matters to you.
Choose a time →What we cover
Your health scoring setup
We walk through multi-source scoring — how to weight internal data, CSM assessment, customer scorecards and qualitative input into a single account score. You leave with a weighting model for your segment.
A live at-risk workflow
We show an at-risk trigger in action: the alert, the recovery action plan, the customer-facing workspace, and the rescore on completion. You see exactly what your customer sees.
Your customer portal
Custom-branded at your subdomain. We show how customers complete role-specific scorecards and how that feeds directly into the health score without a CSM touching it.
Salesforce or other integrations
If you’re on Salesforce, we show the native connector live. If you’re on HubSpot, Dynamics or standalone, we cover the relevant setup path for your stack.
Who attends the demo
CS & Account teams
See the workflow that replaces email threads and QBR spreadsheets with a structure both sides own.
Revenue & CS leadership
See the NRR dashboard, the at-risk pipeline view, and how EvaluationsHub gives you evidence for board-level renewal conversations.
RevOps & Salesforce admins
We can go deep on the Salesforce integration, Flow triggers, and custom field setup in a separate technical session if needed.