Basic Tech Adopters

Firms with moderate tool usage focused on awareness and engagement but lacking in conversion and retention.

6,792 Firms
36.4 Avg SI
6.6 Avg Tools
4.3 Differentiating Tools
Top Technologies adoption within segment
Funnel Profile segment average
Awareness
56%
Engagement
46%
Conversion
0%
Retention
0%
How to Move Up gaps vs. Retention Innovators
Email
+24.9%
CRM / Case
+8.8%
Intake
+5.4%

Invest in these areas to match Retention Innovators (avg SI 52.3 vs 36.4)