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7 Cool Ways to Use the Baremetrics API



Data is cool. 

But you know what’s even cooler? Enriched data 🤓

That’s one of the reasons why the Baremetrics API exists. It allows you to import information from other apps into Baremetrics easily and efficiently. 

This article will explain seven popular ways that Baremetrics customers use our API to enrich their data and get more insights from their Baremetrics dashboards. 

If you’re a SaaS or subscription business, you should use Baremetrics to track your metrics. Start a free trial today. 

What is an API?

API stands for Application Programming Interface. Simply put, APIs allow two applications to communicate with each other and access specific data. Developers use APIs when building and integrating their products with others. 

For example, the ability to log into apps using your Facebook credentials is possible because of the Facebook API. The app you’re trying to log into will use the Facebook API to authenticate your account and provide the identification information while mitigating security risks. 

The Baremetrics API works similarly. By connecting our API to your other applications, you’re authorizing Baremetrics to automatically receive certain information. 

7 Cool Ways to Use the Baremetrics API

1. Connect non-supported providers 

To import data into Baremetrics and start seeing your metrics, you’ll need to connect a payment provider. 

Baremetrics currently offers integrations with Stripe, Braintree, Recurly, App Store Connect, Google Play, Shopify, and Chargebee.. If you are using one of those providers, you can sign up for Baremetrics and connect them right now

The Baremetrics API is a great solution for people who: 

  • Use a non-supported payment provider (anything other than the providers listed above)

  • Need to connect a non-supported provider in addition to a supported provider 

  • Want to normalize billing data from various payment provider(s)

Here’s our step-by-step guide for how to use the Baremetrics API for all tasks related to subscribers, plans, charges, refunds, segments, attributes, and more!  

2. Request Baremetrics data 

You can request both metrics and customer data to use outside the Baremetrics app. In this case, requesting essentially means the same thing as exporting. 

Using the API, you can request any of your metrics from a specific date or time period. For example, MRR from 8/1/2021 to 8/31/2021. 

These requests can be scheduled to happen automatically, which means less time needed to create reports. 

Best of all, this data can include data from different payment providers and is already normalized. This means your data is formatted in the same way for external reports, spreadsheets, or whatever you may need it for! 

3. Use Cancellation Insights 

Cancellation Insights is a powerful Baremetrics add-on feature. It automates the collection of cancellation data to help you better understand the reasons why customers leave. 

Cancellation Insights works in 4 steps. 

Step 1: Customer initiates the cancellation 

Step 2: A customized form prompts them to choose a reason for cancelling via in-app widget or email

Step 3: An automated follow-up email lands in their inbox to re-engage them

Step 4: Data is collected in the Cancellation Insights dashboard, identifying trends and opportunities. 

Here’s an explainer video if that’s more your jam!

The reasons mentioned in Step 2 are fully customizable. You can edit or delete reasons using the Cancellation Insights app, or using the API. 

The API support is ideal for folks who wish to capture this information while using their existing cancellation flow. 

The next four points will cover how the API brings in external information that enriches your customer data.

With rich customer data, you can create more detailed customer segments. More segments means more knowledge and insight into your sales and marketing funnels.

4. Visualize CRM data in your Baremetrics Dashboards

Customer Relationship Management tools are incredibly powerful. They help organize every step of the sales and marketing funnel, and keep detailed customer information in one place. 

Using the Baremetrics API, you can import customer information from CRMs into Baremetrics as attributes. More attributes means more possibilities to segment your customer base into specific groups.

For example, if your CRM is tracking which salespeople work with each customer, you could import the names of your sales representatives into Baremetrics and then see which sales person is facilitating the most revenue. 

Here’s another example. Let’s say your team uses Pipedrive and labels SaaS companies in your sales funnel as “SaaS.” Using the Baremetrics API, you could import this label as an attribute into Baremetrics. 

Then, you can see how much money you make off of SaaS companies vs. ecommerce vs. any other label you choose.

Doing this allows you to create customer segments and make instant comparisons in terms of MRR, LTV, or any of the 26+ metrics we track automatically. 

5. Track UTM data

UTMs, or Urchin Tracking Modules, are code snippets attached to the end of URLs. 

Marketers use UTMs to:

  • Track where leads come from 

  • Identify top-performing content 

  • Evaluate the efficacy of different campaigns

Using the Baremetrics API, you can create a custom attribute within the Baremetrics app, then import UTM information into the custom attribute of your customer’s profile. 

Then, you can segment customers by UTM to see from which channels you are getting your biggest and smallest customers from. 

Here’s what this looks like when it’s all done. This search filter is gathering customers who started a free trial from our blog homepage. 

6. Track and compare customer activity or specific behaviors

Some apps monitor customer activity within their app in the form of web sessions. Others will also monitor specific behaviors such as button clicks, or number of files uploaded. 

If there is some behaviour in your app, and it’s possible to define and tag that behavior, then you could import the data as an attribute in Baremetrics using the API. 

You could do inquiries into your data such as “MRR from customers who have uploaded more than three files to their account”.

You could also investigate the overlap between customer activity and LTV.  For example, what is the LTV of a customer who uses the product everyday vs. a customer who has only used the product once.

7. Import Stripe metadata 

Stripe users can import Stripe metadata to augment Baremetrics data. 

There are three ways to bring the metadata in, one of which uses the API. 

1. Using our Customer Augmentation tool

2. Using the API

  • This method allows you to map your customer information without customer email addresses. 

  • This is especially useful when you don’t have a customer’s email within Stripe since you can use the customer’s ID. 

  • Unlike the Customer Augmentation tool, the metadata will automatically import into Baremetrics. 

3. Using Intercom 


The Baremetrics API makes it easy to bring external data into Baremetrics. These are five valuable ways that our team and our customers use it, but the possibilities are endless. 

If you’re looking to try Baremetrics, start a free trial today. And if you’re a current user with a question about our API, reach out to us at [email protected]. We’re here to help make your data dreams come true 🙌

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State Street sees CRD tech acquisition pay off with 22% YOY revenue growth



State Street saw 22% year-over-year growth in revenue from deployments of Charles River Development (CRD), a front-office software firm it acquired in 2018. The revenue growth was primarily related to professional services and its software-as-a-service (SaaS) offering, which together grew 18% YoY, Chief Financial Officer Eric Aboaf said during today’s third-quarter earnings call. The technology […]

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6 Product Led Growth Sessions From SaaStr Annual 2021



As OpenView and many others have documented, Product Led Growth (“PLG”) is one of the dominant themes of the SaaS marketplace today.

Unsurprisingly, Product Led Growth was one of the most popular discussion topics at SaaStr Annual 2021.

If you missed out on attending SaaStr Annual 2021 – where our outdoor format earned an analogy to the “Coachella of SaaS” – or just want to understand PLG better, here are 6 sessions to study:

PLG SaaStr Session #1: “Mastermind Masterclass: Beyond Product-led Growth: 7 Lessons Learned in Product-Led Scaling with Dropbox’s GM”

Presented By: Rachel Wolan – GM & VP – Dropbox – @rachelwolan

Video: HERE

Intriguing Session Slides:

PLG SaaStr Session #2: “From the Desk of ClickUp’s VP of Operations: Hold Onto Your SaaS: How ClickUp Rocketed from $4M to $70M ARR in Two Years with Product-Led Growth”

Presented By: Aaron Cort – VP of Operations – ClickUp

Video: HERE

Intriguing Session Slides:

PLG SaaStr Session #3: “Building a $5.6B Company with a Product-led Flywheel with Postman’s CEO”

Presented By: Abhinav Asthana – Founder and CEO – Postman – @a85

Video: HERE

Intriguing Session Slides:

PLG SaaStr Session #4: “Mastermind Masterclass: How Community-Led Growth Drives Product-Led Growth with Notion’s CRO”

Presented By: Olivia Nottebohm – Chief Revenue Officer – Notion – @ONottebohm

Video: HERE

Intriguing Session Slides:

PLG SaaStr Session #5: “Mastermind Masterclass: How Community-Led Growth Drives Product-Led Growth with Notion’s CRO”

Presented By: 
Mark Jung – VP Marketing- Dooly
Rebecca Kline – SVP Marketing – Loom 
Garrett  Scott – Head of Marketing, Growth,  Demand Gen – Calendly

Video: HERE

Intriguing Session Slide – this gives you a sense of the creative + interactive format:

Last but not least:

PLG SaaStr Session #6: “How to Build a Product-led Sales Engine Through Hypergrowth with Dooly’s VP of Revenue”

Presented By: Michelle Pietsch – VP of Revenue – Dooly

Video With Slides: HERE

In the comments below, let us know what Product Led Growth experts you want to speak at SaaStr? 

Published on October 8, 2021

PlatoAi. Web3 Reimagined. Data Intelligence Amplified.
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How To Keep Your Customers For a Decade. Or Longer.



Salesforce likes to talk about “Customers for Life”, and while that’s sort of catchy, it’s a little hard to grok what it really means.

It finally sunk in for me a bit the other day.  At Adobe Sign, there’s a large group of well-known customers that I closed, Back in The Day … that now have been customers for 15 years.  A decade and a half!

We launched on January 1, 2006 on TechCrunch, and while we closed some good names that first year (Dell, BT, Qualcomm, GE, Comcast, etc.), it wasn’t until later on in 2007 that we had enough revenue to create a large enough group of customers to go on a 10 Year Journey with. And the law of Power Laws and Large Numbers means that, obviously, Adobe has closed far more customers under its watch than I ever did.  The business has grown 15x since then.

Still, I’ve learned a lot seeing case studies go up over the years of customers I closed … that 15 years on … are still customers.

Some take-aways:

  • If You Truly Have Net Negative Churn and High NPS — Then Almost Any Reasonable CAC Makes Sense.  If It Lets You Acquire 15+ Year Customers.  I know some VCs will take shots at this statement, and I mean it more as a construct than a reality.  But if your customers last 10 years, and buy more from you each year … I.e. if a $100k ACV deal you close today, over 10 years, ends up being $2m in total revenue … what can you spend to acquire that customer?  A lot.  Really, quite a lot.  A  lot more than say 20% of first year ACV.  But you have to have insane NPS/CSAT + truly high net negative churn (120%-140%) for this math to really work.  If your customers don’t love you and buy more, your CAC has to be very low.  Be cautious if your customers don’t yet truly love you.  But if you’ve got this winning formula with bigger customers especially — be confident.  Run the tables here.
  • Rip-and-Replace Deals Are Worth It.  As you scale, your competitors will try to do Rip-and-Replace deals.  As frustrating as it can be to deal with those, and maybe even unsavory to do them yourself … it’s worth it.  If the customer lasts 10 years.  You can even give away the first 18 months of a Rip-and-Replace if the customer will last 10 years.  These deals make no sense if you aren’t going long.  But if you are … they are worth it.
  • You Can Get Them Back.  Not Always.  But Often Enough to Go Long and Invest There.  Nothing is more painful than losing a big customer.  Most you may not get back, and even if you do, it may take years.  But if you are thinking in terms of Decade Long Relationships … put sales and even customer success back on lost customers.  They may boomerang back.  It happened to me.  Just not often enough in the first 5 years for me to fully understand it.
  • Put Lots of Coverage on Lost Deals, Too.  Similar to the prior point, but different.  Lost a deal to a competitor?  Well, over the next 10 years, your competitor may stumble.  You may have a chance again.  Don’t view them as Gone Forever.  View them as a Special Prospect in Salesforce, instead.  Never stop trying to win them back.  Invite them to your customer conference.  Don’t send them spammy SDR emails.  But keep them close.  Keep them part of the extended family.
  • Get on a Jet (Now That We Can Again).  I never lost a customer I visited.  More on that here.  I know you’re tired.  I know you have no time.  But if you are going long, there’s no better use of your time than visiting customers.  Not prospects.  But customers.  I ask almost every public and unicorn CEO at the SaaStr Annual how much time they spend with customers.  It’s almost always more than you’d expect.  It’s often more than 50% of their time.
  • Slow Down and Get It Right.  Get your VPs of Sales, Customer Success, Product and Engineering right.  They’re key to this 10 Year Journey.   Even if it takes an extra month or two to get a great one.
  • Overdeliver.  Your customers will basically all stay if you overdeliver.  It doesn’t even matter that much if your competitor has caught up, or even in many cases, passed you in some areas.  Customers invest in not just products, but relationships.  They know they are on a 5-10 year journey too.  Overdeliver vs. their expectations.  Focus on that more than the competitive noise per se.   Force your team to launch at least one “Surprise and Delight” feature each quarter than every customer can at least appreciate, even if they don’t use it immediately.
  • Enterprise deals are nothing like SMB deals, most especially over the long term.  We all know this, but over time the difference becomes even more stark.  Small companies churn at a much higher rate, and it’s much harder to get true net negative churn.  If you compare them over 10 year lifetimes, you’ll see you should probably invest much more in the bigger customers.  And make sure your VP DNA matches your core long-term customers.
  • Truly happy customers are magical.  Challenge yourself.  Measure NPS.  Do a customer conference.  Get the feedback.  Whatever you do — don’t assume your customers are happy because they don’t churn.  That’s rookie error #1.
  • Invest — at least in your bigger customers — as if they are worth 10x what they are worth today.  And make sure you measure your customers by potential value over the next ten years.  If you have Google for $99/month, that’s not a real enterprise deal.  But if you have Google for $250k a year — how much can they be worth over 10 years?  Maybe $5,000,000.  Invest like that.
  • Going Long is Incredibly Empowering.  I’d like to say I was always committed for 10+ years, but that’s not exactly the case.  If it had been, I would have approached all our customer relationships differently.  I loved our customers.  I just didn’t really think of them as ten year relationships.  My mistake.
  • Forever Customers build Forever Companies. You know this. But it takes time to see it and feel it. This is the one thing you can really bank on in SaaS and with recurring revenue.
  • Get it Right, Really Right — And You’ll be Unstoppable.  At least for Decades.  SAP, Oracle, Concur, Cvent, Successfactors … you can take some shots at these oldie products, but these brands endure for decades.  Even post-acquisition.  Salesforce is in  its third decade, and still growing 20%+ at $20 billion+ in ARR.  I’ve been a Decade+ Customer of Salesforce myself now.  Invest in your team, your product, your customers for life.  For decades.  It will be hard to do until you come up on $5m-$10m ARR or so, unless you are pretty well funded.  There won’t be enough people, team or resources.  But after that, at least.  Invest for decades to come.  It won’t seem so crazy then.

10+ Year Customers.  It was always an abstract concept to me.  It shouldn’t have been.

SaaS: Maybe Plan for 30+ Years as a Founder

(note:  an update of a classic SaaStr post)

Published on October 7, 2021

PlatoAi. Web3 Reimagined. Data Intelligence Amplified.
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Why a Great Rep Can Close 9x More Than a Poor Rep, and Even 2.5x More Than a Good Rep



We’ve talked a lot on SaaStr about great sales professionals, on driving up Revenue Per Lead, on not capping sales comp systems, and on why you need to manage out your worst reps (because leads are precious).

What we haven’t done yet is put it all together in a simple, quantitative spreadsheet.  Let’s do that — it is eye-opening:

This is what happens in the real world.  A great rep often literally closes 9x more than a poor rep.  And even 2.5x+ that of a decent, mid-pack rep.  With the exact same number — and same quality — of leads.

But how?  How does this happen?  It’s several factors compounding:

  • First, the best reps close more seats / more revenue per deal.  They are better at mapping out business processes, at discovering how many seats, units, whatever there is to sell … and they just sell more.  Like clockwork. The great reps truly and quickly and effectively learn how much each prospect really can buy — and they get that much.  Without fear, and without ripping the customer off.
  • Second, the best reps generally discount less.  Not always, but usually.  The best reps get very confident in the value proposition.  And poor reps and even mediocre reps fall back on the only arrow in their quiver — A Discount!!  But discounting a product a prospect doesn’t really want doesn’t really work.  In fact, it can harm close rates.
  • Finally, the best reps close faster and close more They don’t mess around, or play games.  They know time is the enemy of deals.  They get very good at key objections.  The know the product and the pitch and the value prop cold.  They build strong relationships with prospects, and add enough value they can ask for a favor back — the sale.  They close better and faster.

These 3 factors together have a compounding effect, which is key.  You can still be a good rep and just be good at some of these 3 factors.   If you are great at all 3, then magic happens.

The top reps close larger deals than a mid-pack rep, discount just a bit less, and close faster … and the three factors together pull them far, far ahead of the pack.  For the same amount of effort (and often, even less total time).

This is also why you have to fire the poor reps fast.  You need to see if they can deliver.  But if they can’t, they don’t just miss quota.  They leave all the money in the spreadsheet above on the table.

Put differently, in the above scenario, the above Poor Rep left $160,000 on the table ($189,000-$20,790). In just one quarterRevenue that was there for the taking.  The leads were there.  Waiting to be sold to.

Route those leads to someone better, and magic will happen.  Fast.

(note: an updated SaaStr Classic post)

Published on October 5, 2021

PlatoAi. Web3 Reimagined. Data Intelligence Amplified.
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