Why Retention is more important than Pipeline

Day Three

November 4, 2020


Wednesday, November 4, 2020

General Track

12:00pm ET

Keynote - To Be Determined

Rob Leavitt

12:40pm ET

A winning formula to CX and Marketing alignment: Predict renewal rates, increase upsell opportunities, create customer advocates

Andrew Stapleton

According to Forrester, it costs 3x as much to attract a new customer than to keep an existing one. So, why don’t more companies invest money and time to support renewals and expansion with existing customers?

Join Andrew Stapleton, VP of Customer Experience at G2, and Michael Waldren, VP of Marketing at Uberflip as they share their winning formula for CX and Marketing alignment. They will walk through how they use product, intent, and marketing data to create upsell opportunities, use predictive analytics to assess renewal and churn rates, and how to create early customer wins after implementation. They will also dive into how marketers can enable CX organizations with targeted account content at scale to support product adoption, retention, and upsell. This is the new wave of marketing, don’t get left behind!

1:15pm ET

Breakout Session: How to automate “always on” campaigns to provide CX aircover for upsell and retention

What is it?

Finish off the day with an intimate group of marketers learning from each others successes and challenges around building best-in-class programs. We don’t know about you, but we miss feeling the excitement of learning from our peers. If you’re missing that energy, join us for a discussion on what’s keeping you up at night and how other marketers have dealt with similar problems.


Rob Leavitt

Senior Vice President, Consulting


Andrew Stapleton

VP of CX

G2 Crowd