How Geysera Works for B2B Teams
Connect your CRM and ESP, define lifecycle stages, and let Geysera deploy acquire, activate, and retain flows — measured by pipeline velocity.
How It Works
Get up and running in three simple steps. We handle the complexity.
The same incrementality-first methodology behind our ecommerce cart and browse abandonment solution, adapted for B2B pipeline and retention. Explore retention marketing strategies on our blog.
Connect CRM + ESP
Link HubSpot, Salesforce, or Marketo and your existing email platform (Klaviyo, Mailchimp, or SendGrid).
Define lifecycle rules
Map stages, triggers, qualification criteria, and engagement policies across your funnel.
Autopilot
We test messaging, timing, and sequences to drive pipeline velocity and retention.
The Revenue Science Approach
Data science meets AI to find what actually drives your pipeline and retention.
Data Analysis
Account-Level Segmentation
We analyze account health, engagement signals, and lifecycle stage using RFM-style scoring adapted for B2B.
AI Personalization
Account-Level Content
Our AI tailors messaging by account stage, industry, and engagement history — at scale.
"Hi [Name], your team's usage of [Feature] puts you in our top 10%..."
Causal Measurement
Rigorous Impact Quantification
We use randomized control trials to prove exactly how much pipeline and revenue our flows generate.
Running an ecommerce store?
See How Geysera Works for EcommerceReady to Turn Your Pipeline into a Growth Engine?
Join growth teams that are driving measurable pipeline impact with Geysera.
Free Retention Audit
We analyze your CRM data, email engagement history, and churn patterns to identify exactly where revenue is leaking from your pipeline.
Results in 30 Days
First optimized lifecycle flows launch within two weeks. By day 30, you have holdout-tested data showing incremental pipeline impact.
White Glove Service
A dedicated retention strategist manages everything inside your CRM and ESP — flow design, copy, testing, and reporting. You approve, we execute.