Before Userlens, Quartr had Amplitude as their product analytics tool. However, Quartr needed more user-friendly analytics that would enhance their sales and customer success workflows.

Quartr also had important data in Salesforce. Because Userlens supports integrations with Amplitude and Salesforce, the tool switching process was very smooth. Quartr was able to instantly see their data in action.

Everything was set up super quick and easy by Hai and the Userlens team.

— David, Co-Founder

Impact TL;DR

• 60% reduced prep time for client check-ins

• 3x more accounts managed

• 152% up-sell and cross-sell pipeline

• more proactive upsell and retention

• accessible analytics even for non-technical employees

One “source of truth” for account-level product usage

Previously, Quartr CSMs had to open multiple tabs because data was so scattered that they could only see one user at a time.

"It was very manual and technical to track different accounts’ usage."

— Carlos, Customer Success Manager

With Userlens, they are finally able to see each account's usage at once. Not only that, but the data is also designed so intuitively that customer success people no longer have to rely on analysts or tech support to quickly get the insights they need.

Detecting cross-sell and upsell signals from product usage

Quartr offers multiple product tiers. It ranges from a free mobile app used by millions of investors, to a Pro desktop platform for professional analysts, to an enterprise API that powers platforms like Perplexity and Fortune.

Each tier transition looks different in the usage data.

A free user who starts listening to 20+ earnings calls a week and switches from mobile to the desktop web app is outgrowing their plan. A Core user who begins exploring AI Chat and cross-company thematic analysis is showing Pro-readiness.

A Pro team that exports dozens of data extracts per month and bulk-imports company watchlists has outgrown the UI. They need API access.

Before Userlens, these signals were invisible. Sales reps had no way to see which users were bumping against the limits of their current tier.

Now, AEs use Userlens to track trial engagement in real time and build usage-backed business cases for buyers. One AE creates PDF reports from Userlens showing exactly how much value a prospect extracted during their trial: hours spent in the platform, features adopted, accounts researched. Then, presents that data directly to decision-makers to justify pricing.

"It's an extremely valuable part of my workflow. Being able to get those insights and have that overview ahead of meetings is brilliant."

— Ian Donnelly, Account Executive

Meanwhile, CSMs use the same data to drive expansion within existing accounts. One CSM systematically identified 200 dormant users across his portfolio and proactively educated 300 users on capabilities they weren't using — directly fueling tier upgrades.

And on the SDR side, the team discovered that many accounts that had previously churned still had free-tier users actively using the platform every week. These "close-lost but still active" accounts became a new source of pipeline that nobody had been tracking before.

Adoption patterns to fuel customer conversations

Userlens' Activity Dots visualize usage trends for users, accounts and features. The more green the dot, the more events have been triggered in the selected time period.

Without running calculations in their head and going through multiple different pages and graphs, Quartr employees can immediately get a clear understanding of which users in a certain account need to be reactivated.

They can then take a further look into an individual user's activity across different features.

Because of this, GTM teams now enter client conversations with a clear view of what to discuss, making interactions sharper and more tailored.

"Before Userlens, prepping for a client check-in used to take me 30–45 minutes. Now it’s down to 10–15, and I walk in knowing exactly what to highlight. That’s a game changer when you’re juggling 50+ accounts."

— Carlos, Customer Success Manager

Uncovering opportunities through usage signals

Quartr has a powerful mobile app that has millions of users. Many of them are very qualified prospects that Quartr can upsell to a much more valuable subscription.

Through Userlens, the sales team can identify users from accounts that have pro users, and non-pro users that are active.

These opportunities can be found by filtering accounts based on precise definitions. In other words, salespeople don’t need to manually sift through every account—Userlens does the heavy lifting for them.

AI-powered health score adapting to seasonality

The challenge with Quartr's product is that its usage is seasonal. Investment analysts use Quartr the most around the time when public companies release their quarterly earnings.

The traditional way of tracking a health score doesn't consider the fact that breaks in usage can be normal and expected and they're not automatically a bad sign.

On the contrary, Userlens' AI can be taught to understand the seasonal nature of product usage and look at patterns in a unique way.

Now CSM teams look at the AI Health Score every week to see which accounts are at risk. Quartr can spot opportunities and churn risks earlier than ever.

Userlens' Impact

For Quartr, Userlens has transformed how sales and customer success teams work with and benefit from data. What used to be a scattered, manual, and time-consuming process is now streamlined into a single, intuitive platform.

Teams can instantly access the account-level insights they need to prepare for meetings, spot upsell opportunities, and proactively address retention risks.

"Userlens has made the data gathering and meeting preparation a lot more efficient for Quartr, allowing the CSMs to expand their book of business by 31%. In other words, adding the work equivalent of $30,000 on average per FTE."

Userlens has given Quartr’s go-to-market teams a sharper, faster, and more scalable way to engage customers.

“With Userlens, we can be better educated and prepared when speaking to our clients, making sure we support them in extracting maximum value from our products. Our team can then create a plan together with our users for the goals we want to achieve.”

— David, Co-Founder

Learn more about Quartr’s financial research solutions here and follow them on LinkedIn.