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
Organizations often store key revenue details and account information in CRM like Salesforce, but gaining a full understanding of account health requires integrating data from multiple systems like product analytics tools (e.g., Mixpanel), customer feedback tools (e.g., SurveyMonkey), and helpdesk systems (e.g., Zendesk). AppEQ seamlessly connects Salesforce with these systems, providing your teams with real-time, contextual data alongside revenue insights. This empowers a data-driven approach to managing customer success, driving retention, and identifying upsell opportunities.
AppEQ seamlessly connects CRM with Product Analytics, offering contextual summaries and real-time data syncs across platforms.
Here’s how it enhances your workflow:
AppEQ’s Chrome extension displays real-time account statuses from Salesforce alongside product usage data from analytics tools like Mixpanel, all in one place.
Customer Success Reps and Account Executives can quickly identify accounts with low engagement or high product usage, enabling timely interventions and new sales opportunities.
Get alerts for product usage anomalies and other critical metrics, and automatically flag at-risk accounts within Salesforce.
Install the AppEQ Chrome Extension and seamlessly connect it to both your {{mpg_crm}} and other applications using secured authorisation, enabling real-time data synchronization.
Configure your {{mpg_crm}} business object details (such as accounts, opportunities, customers, revenue and contracts) and other enterprise applications‘s business object data and configure metrics, alerts and reports to track account pulse and customer engagement.
Access real-time customer insights directly within the tools you use every day, like Gmail, Slack, and more. Stay focused and streamline your workflow without the need to switch between different apps to see the data you need.
Get a real-time view of Accounts, Opportunities, tickets and more, directly in the apps that you already use using AppEQ Smart Dashboard.
Align revenue data with product engagement, support tickets or any other metrics for more strategic account management.
Use data-driven insights to preempt churn, boost adoption, and unlock cross-sell/upsell opportunities.
AppEQ ensures data privacy and security through encryption. You can visit our trust to learn more about our security measures. https://trust.appeq.ai/
Yes, you can customize the data fields and metrics you want to sync, ensuring that only relevant data is shared between the platforms.
AppEQ allows you to customise metrics that you want to see on your smart dashboard. It also provides pre-configured templates that you can utilise to quickly view industry standard insights and metrics.
Get NPS and Customer Survey to understand customer sentiments
Get Helpdesk data to understand open issues and queries from your accounts
Understand invoices and payment status easily within the CRM
Combine Adhoc data with your CRM
We support custom integrations
