Background
Quartr is a financial research platform trusted by 4 out of the 5 largest hedge funds globally, several leading asset managers, equity research departments, and IR teams at publicly listed companies.
Founded to streamline financial intelligence, Quartr helps its clients extract actionable insights swiftly and effectively.
Knowing how important it is to know your customers’ needs, Quartr was looking for a user-friendly product analytics tool that would enhance their sales and customer success operations.
Userlens quickly proved to be a helpful solution that perfectly aligned with their go-to-market (GTM) needs.
The Challenge
Previously, Quartr relied on traditional product analytics tools that were often too technical for their sales and customer success teams to use effectively.
Instead of helping, these tools created unnecessary friction, making it harder for the teams to get a clear picture of how users were interacting with the platform.
Although the tools contained valuable data, their complicated interfaces often got in the way, preventing the teams from accessing the client insights they actually needed.
As a result, they struggled to stay ahead of key signals—like early signs of churn or moments where users needed more guidance—which made it difficult to proactively support clients or identify upsell opportunities in time.
"It was very manual and technical to track different accounts’ usage."
— Carlos, Customer Success Manager at Quartr
Specifically, Quartr needed:
- Simplified yet powerful analytics accessible to non-technical team members.
- Seamless integration with their existing sales workflows, particularly Salesforce.
- Actionable insights that could directly improve client support and satisfaction.
The Solution
"When we got in touch with Userlens and saw how they use product analytics for sales and customer success, it made instant sense to us.”
— David, Co-founder at Quartr
From the very first conversation, Userlens felt different. It wasn’t just another analytics tool with a steep learning curve — it was built with go-to-market teams in mind.
The platform promised a clean, intuitive interface that would allow Quartr’s sales and customer success teams to get the insights they needed without relying on analysts or technical support.
What also excited the team was how effortlessly Userlens integrated into their existing workflows. With native Salesforce integration, they saw a clear path to streamlining client prep and reducing the number of tools in their stack.
Even with a rapidly growing user base and large volumes of data, the onboarding process was incredibly fast — everything was up and running after a quick 15-minute meeting.
David added, “Everything was set up super quick and easy by Hai and the Userlens team who’ve been amazing partners. My sales and CS team are very happy and confident with the insights they get before walking into a client check-in meeting.”
The Results
Since implementing Userlens, Quartr has seen tangible improvements across their customer-facing teams:
- Prep time reduced by over 60%: What used to take 30–45 minutes per client check-in now takes just 10–15 minutes — saving each team member hours every week.
- Better meeting quality: GTM teams now enter client conversations with a clear view of what to highlight, making interactions sharper and more tailored.
- Proactive upsell and retention: With account-level insights, Quartr can spot opportunities and churn risks earlier than ever.
- No more friction for non-technical people: Compared to other analytics tools, Userlens is simple and approachable, even for non-technical users.
- 3x more accounts managed: With less time spent on preparation, Carlos is now able to handle nearly three times as many accounts without sacrificing quality — so much so that, despite the company’s rapid growth and onboarding of new accounts, Quartr hasn’t needed to expand the CSM team.
What the team said
"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 20+ accounts."
— Carlos, Customer Success Manager at Quartr
"The account-level insights we get from Userlens mean I don’t need to dig through spreadsheets or message product teams before a meeting. I save at least 2 hours a week—and I can spend that time actually engaging clients."
— Jacob, Account Executive at Quartr
“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 at Quartr
Conclusion
Quartr's strategic choice to partner with Userlens highlights the importance of selecting the right analytics platform that genuinely meets operational needs.
Userlens’ intuitive design, actionable insights, and seamless Salesforce integration have significantly elevated Quartr's ability to deliver value and enhance client relationships.
As Quartr continues to grow, they look forward to leveraging Userlens to further optimize their GTM strategies and maintain their competitive edge in financial research.
Learn more about Quartr’s financial research solutions here and follow them on LinkedIn.
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