Coming up next – Mary Poppen & Sandy Yu Optimizing B2B SaaS Revenue: Mastering Upselling & Cross-Selling Strategies
Coming up next – Mary Poppen & Sandy Yu Optimizing B2B SaaS Revenue: Mastering Upselling & Cross-Selling Strategies
DATA & INSIGHTS ACTIVATION PLATFORM
Easily sync customers, contacts, notes, revenue data, tickets and feature requests, product usage data and much more between your operational tools and AppEQ
Never miss out on relevant customer 360 with Success Pad, right on your existing apps. No context switches, more productivity
Activate bite-sized customer summary, Task list, Dashboards, Announcements & more within applications when CSM/AM are “in-the-moment” of their activities.
Trigger proactive actions based on customer accounts and contacts on CRM, Inbox & more
Customizable dashboards like Renewal, Leaderboards, VOC etc for Executives, Managers, or CSM / AM directly within your Inbox or Salesforce CRM
A Data & Insights Activation Platform
Data & Insights Activation is the process of taking raw data from various sources and transforming it into actionable insights that can be used to drive business decisions. It’s essentially unlocking the hidden potential within your data to create real-world value. For companies using a multitude of SaaS / In-house platforms like CRM (Customer Relationship Management), Helpdesk, Customer Success Platform (CSP), Adhoc Spreadsheets, Invoicing systems and more, data activation is critical.
Imagine having all your customer data – interactions with sales, support tickets, and success milestones – spread across different platforms. Data activation allows you to connect these siloed data points and create a unified customer profile. This holistic view empowers you to understand your customers better, anticipate their needs, and personalize their experience.
By leveraging data activation, you can proactively identify at-risk customers. The CSP might signal a customer with declining engagement, and the CRM could reveal a lack of recent purchases. This early warning allows the customer success team to intervene and address any concerns before churn occurs.
Data activation can reveal upsell and cross-sell opportunities. By analyzing customer behavior and purchase history, you can identify complementary products or services that might be relevant to them. This targeted approach can increase revenue and customer lifetime value.
Data activation can automate tasks across various platforms. For instance, a customer might raise a support ticket in the Helpdesk. By activating data on their purchase history from the CRM and engagement metrics from the CSP, the system can automatically prioritize the ticket or suggest relevant solutions. This saves time for support agents and improves customer satisfaction.
With activated data, you can analyze trends and identify patterns across all your customer interactions. This allows you to make data-driven decisions instead of relying on intuition. You can identify areas for improvement, personalize marketing campaigns, and predict customer churn.
Drive expansion revenue through high retention, upsell and cross-sell. Activate widgets to catch the right moment in the customer’s journey.
From improving NPS to reducing churn rate, AppEQ helps Customer Success managers throughout the customer lifecycle. Activate data and insights to drive proactive actions.
From making strategic revenue decisions with customer insights to executing with smart nudges, AppEQ empowers Revenue Leaders to unlock company’s revenue potential with data and insights at the right time
AppEQ safeguards your data in accordance with SOC 2, ISO 27001 and GDPR certifications, highlighting our rigorous global security standards adherence.
AppEQ is software that gives ‘in-the-moment’ customer insights and drive proactive actions like a customer retention software, providing one-click real-time customer insights on top of your existing SaaS applications.
‘In-the-moment’ customer insights is the capability to highlight key customer data , trends and insights when CSM / AM / Leaders are likely to need them the most; like while reading a email from a customer – they are most likely to need information about that customer ; or while going for meeting – looking at the calendar; a quick summary of the customer account helps them stay on top of the account on key customer metrics.
AppEQ provides features for your team to configure in-the-moment insights on your existing Saas or in-house web applications.
Since it appears in the right time and place, it’s 10x more effective.
Absolutely, integration with applications not currently listed on our website is certainly feasible. To initiate this process, we kindly request you to reach out to our team with your specific requirements. We’re here to assist you every step of the way.
AppEQ have integration and data and UI layer with CRMs like Salesforce, Hubspot, Pipedrive. We help bring in insights and trends like product usage by seamless integration with product analytics like Mixpanel, Pendo, Amplitude and giving an mechanism to convert the events data to business metrics that matter to CSM / AMs
We have worked with teams who have a robust deployment of of some of the top CSP platforms. Our product helps in activating insights and actions to deliver actionable insights at your fingertips like on Inbox, CRM. We have helped unlocked data and insights from CSP to other existing SaaS platforms.
AppEQ has direct data and UI integration with Zendesk, Freshdesk , Zohodesk. With AppEQ, teams have now the capability to access and visualize data and metrics not just from the Helpdesk but also from CRM and other systems. This helps the Support Agents to have relevant data all within the Helpdesk.
Contact our team using the Demo Request or drop us a email at Hello@AppEQ.ai. Our team shall revert back to get more details like the applications you want to integrate and invite you with a link to install our plugin. After the free trial period you will be able to enjoy our free limited version. Want to extent the full featured trial, drop an email to sales@appeq.ai.
The duration of the onboarding process can range from 1 to 14 days, depending on the number of integrations and the level of customization needed for the executive summary. If a pre-designed template can be used without any modifications, the onboarding can be completed within a shorter timeframe of around 2-3 days.
