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
AppEQ boasts flexible features for integrating your business operations. Seamlessly manage customers, sales, analytics, and more — streamlining your processes while unlocking greater success. Read more on Integration
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
Insights & Data Activation connects data from various sources and creates a unified profile. It uncovers valuable insights and opportunities in customer interactions through platforms like CRM, helpdesk, CSP, spreadsheets.
Data Integration empowers companies to improving customer experience and retention. By connecting customer profile and interactions across all touchpoints in different systems, organizations can proactively identify at-risk customers and sell more with intelligent insights aligned to customers interest.
Boost account retention & revenue with data-driven upsell/cross-sell at the perfect customer moment.
Empower CSMs to proactively prevent churn, boost NPS, and champion customer success with actionable data insights.
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
Streamline workflows, unify data, and empower all teams with actionable customer insights right on the existing workflow of your teams.
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.
Yes, AppEQ can work seamlessly with various CRMs. It integrates with popular CRM platforms like Salesforce, HubSpot, and Pipedrive, providing a data and UI layer that enhances the CRM’s functionality. By incorporating insights and trends, such as product usage data, AppEQ enables Customer Success Managers (CSMs) and Account Managers (AMs) to track key business metrics.
Through its integration with product analytics tools like Mixpanel, Pendo, and Amplitude, AppEQ transforms raw event data into meaningful business insights. This allows teams to convert complex user behavior data into actionable metrics, helping them make data-driven decisions that improve retention, upsell, and cross-sell opportunities.
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.
Drop an email to sales@appeq.ai for a personalized demo and consultation on how activating customer insights can help your team drive more revenue through upsell, cross-sell and retention.
The onboarding process typically takes between 1 to 14 days, depending on the complexity of the integrations and the level of customization required for your setup. If a pre-designed template is used with minimal modifications, the process can be completed faster, often within 2-3 days. The overall timeline is largely determined by how many tools need to be integrated and the specific needs of your team for the executive summary and workflows.
