Fulcrum Basics

Fulcrum Basics

Welcome to Fulcrum, the Product-led Success platform for B2B SaaS companies

Fulcrum is a modern Digital Customer Success platform that brings together customer 360 data, automatically spots key customer segments including churn-risk and expansion-potential accounts, sends personalized value reports to your customers, and enables adaptable in-product and out-of-product experiences in minutes.

Create an Account

  1. Visit the Fulcrum sign-up page: Sign Up (opens in a new tab)
  2. Follow the on-screen instructions to create your account.

Core Concepts

Customer 360

Fulcrum brings customer 360 data together in one place and automatically forms customer profiles. This includes product behavior data (e.g. Mixpanel, Amplitude), marketing automation data (e.g. Marketo, Iterable), CRM data (e.g. Salesforce, Hubspot) and account data through data warehouses (e.g. Snowflake, BigQuery).

Learn more about connecting data sources to Fulcrum

Automated and Adaptable Customer Segmentation

Fulcrum's AI-powered dynamic segmentation platform for B2B companies that goes beyond traditional segmentation. Fulcrum acts as a co-pilot for segmentation by automatically identifying key user segments including churn-risk accounts, understanding effectiveness of each segment and highlighting their impact on key business KPIs. These segments adapta to your business goals and get smarter over time.

Learn more about Adaptable Segmentation

Experiences and Digital Playbooks

Experiences help you create customer touchpoint flows to communicate with users both inside and outside the product. Fulcrum's no-code platform helps you modify existing product experience, add new product touchpoints like banners and communicate through email platforms.

Learn more about Experiences

Customer RoI Reports [Coming Soon]

Fulcrum automatically puts together personalized customer report based on customer's success goal and sends over to your economic buyer every month to help justify the spend on your platform.

Please reach out to help@getfulcrum.io for any questions.