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Welcome to ChartMogul Product Updates – a roundup of all the latest product news. Read on for more about moving deals through the funnel with ChartMogul CRM, aligning your team around SaaS metrics, and how ChartMogul keeps your data safe and secure.
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<td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:15px">
<div style="font-family:sans-serif">
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<p style="margin:0;mso-line-height-alt:32.4px">
<span style="font-size:18px;">
<strong>
Run customer conversations from ChartMogul
</strong>
</span>
</p>
<p style="margin:0;mso-line-height-alt:32.4px">
<br/>
Just in case you missed the memo, we launched a CRM designed specifically for B2B SaaS companies. ChartMogul customers get 3 seats
<strong>
for free
</strong>
.
</p>
<p style="margin:0;mso-line-height-alt:25.2px">
</p>
Here are a few tasks you can do right away with ChartMogul CRM:
<ol style="font-size:14px">
<li class="">
Send and receive emails, log calls and take notes.
</li>
<li class="">
Create opportunities for custom sales pipelines: add stage, value, win likelihood, forecast category, and estimated close date.
</li>
<li class="">
Check out three different reports to measure the rate at which leads become opportunities and if you’re on track to reach your goals.
</li>
</ol>
</div>
</div>
</td>
</tr>
</tbody>
</table>
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<tbody>
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See the CRM in action
</span>
</span>
</a>
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</div>
</td>
</tr>
</tbody>
</table>
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<div align="center" class="alignment" style="line-height:10px">
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</table>
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<tr>
<td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:15px">
<div style="font-family:sans-serif">
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<p style="margin:0;mso-line-height-alt:32.4px">
<span style="font-size:18px;">
<strong>
Another Layer of Security Over Your Data
</strong>
</span>
</p>
<p style="margin:0;mso-line-height-alt:25.2px">
</p>
<p style="margin:0;mso-line-height-alt:32.4px">
We’re now officially SOC 2 Type II certified 🎉. This report is an independent assessment of ChartMogul’s system security ensuring that we meet the highest levels of protection over your data. To request a copy of the report, sign the tailored NDA, and we’ll send it over.
</p>
</div>
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<span dir="ltr" style="word-break: break-word; line-height: 28px;">
Request SOC2 Report
</span>
</span>
</a>
<!--[if mso]></center></v:textbox></v:roundrect><![endif]-->
</div>
</td>
</tr>
</tbody>
</table>
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<tbody>
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</td>
</tr>
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<tbody>
<tr>
<td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:15px">
<div style="font-family:sans-serif">
<div class="" style="font-size:14px;mso-line-height-alt:25.2px;color:#000;line-height:1.8;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif">
<p style="margin:0;mso-line-height-alt:32.4px">
<span style="font-size:18px;">
<strong>
<span style="">
Get Real-time MRR Movement Updates in Slack
</span>
</strong>
</span>
</p>
<p style="margin:0;mso-line-height-alt:25.2px">
</p>
<p style="margin:0;mso-line-height-alt:32.4px">
Hundreds of ChartMogul customers are already using our Slack app to stay on top of their business and keep their teams aligned around company goals. You can send updates in real-time or opt for weekly summaries of your new business, expansion, churn, and contraction directly to the Slack channel of your choice.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
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<a style="text-decoration:none;display:inline-block;color:#ffffff;background-color:#13324b;border-radius:4px;width:auto;border-top:0px solid transparent;font-weight:400;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;padding-top:5px;padding-bottom:5px;font-family:Open Sans, Helvetica Neue, Helvetica, Arial, sans-serif;font-size:14px;text-align:center;mso-border-alt:none;word-break:keep-all;" target="_blank">
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<span dir="ltr" style="word-break: break-word; line-height: 28px;">
Add ChartMogul to Slack
</span>
</span>
</a>
<!--[if mso]></center></v:textbox></v:roundrect><![endif]-->
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</td>
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</table>
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<tbody>
<tr>
<td class="pad" style="padding-bottom:10px;padding-left:20px;padding-right:20px;padding-top:15px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;mso-line-height-alt:21.6px;color:#000;line-height:1.8;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif">
<p style="margin:0;mso-line-height-alt:32.4px">
<span style="font-size:18px;">
<strong>
<span style="">
Last But Not Least…
</span>
</strong>
</span>
</p>
<ul style="line-height:1.8;mso-line-height-alt:32.4px">
<li>
<span style="font-size:14px;">
We’ve made it even easier to understand
<a rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
exchange rate impact
</a>
with CSV exports.
</span>
</li>
<li>
<span style="font-size:14px;">
You can export a CSV of activities from the
<a rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Net MRR Movements chart
</a>
.
</span>
</li>
<li>
<span style="font-size:14px;">
All users can now view, save, and edit
<a rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
customer lists
</a>
.
</span>
</li>
<li>
<span style="font-size:14px;">
ChartMogul works with all your favorite SaaS tools. Explore our
<a rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
integrations
</a>
.
</span>
</li>
</ul>
</div>
</div>
</td>
</tr>
</tbody>
</table>
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<tr>
<td class="pad" style="padding-bottom:15px;padding-left:20px;padding-right:10px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:14px;mso-line-height-alt:25.2px;color:#000;line-height:1.8;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
Aaron
<br/>
PMM @ ChartMogul
</p>
</div>
</div>
</td>
</tr>
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</table>
</td>
</tr>
</tbody>
</table>
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ChartMogul, Kemperplatz 1, 10785 Berlin, Germany
</span>
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2 years, 9 months ago - aaron@chartmogul.com
ChartMogul What’s New: June Product Updates
Hey James! Welcome to ChartMogul Product Updates – a roundup of all the latest product news. Read...