Customers

Customers are accounts with closed-won deals. Track post-sale activity, identify upsell and expansion opportunities, and keep relationships strong.

Viewing Customers

1. Go to Deals → Customers
2. Browse all closed-won accounts in list view
3. Filter by close date, deal value, assigned rep, or product

Each customer record shows:

• Company name and primary contact
• Original deal value and close date
• Active subscriptions and products
• Last activity date
• Signal indicators for upsell intent

Customer Signals

graph8 continues tracking signals after a deal closes:

Signal	What It Means
Website visits	Customer is browsing your site (especially pricing or new product pages)
Keyword research	Customer is researching topics related to your other products
Engagement spikes	Sudden increase in email opens or content downloads
Usage changes	Changes in product usage patterns

These signals surface upsell and expansion opportunities automatically. The AE Cockpit includes customer signals in its decision queue.

Creating Upsell Deals

When a customer shows expansion intent:

1. Open the customer record
2. Click Create Deal to start a new opportunity
3. The deal links to the existing customer account
4. Track the upsell through your pipeline like any other deal

Customer Health

Monitor relationship health across your customer base:

• Active customers with recent engagement
• At-risk customers with declining signals or no activity
• Expansion candidates showing upsell signals

Tip

Set up a recurring pipeline review for your customer base. Customers who go silent for 30+ days without any signal activity are at churn risk - reach out before it’s too late.

Related

• Prospects → - Active deals not yet closed
• Products & Services → - Revenue tied to customer subscriptions
• Deal Contacts → - Buying committee contacts on each deal
• AE Cockpit → - AI surfaces re-engagement and upsell decisions