Seamlessly Integrate Your CRM with Other Enterprise Applications
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.
Integration Links
Top Customer Success Tools
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How AppEQ Connects CRM with other enterprise applications
AppEQ seamlessly connects CRM with Product Analytics, offering contextual summaries and real-time data syncs across platforms.
Here’s how it enhances your workflow:
- Unified Dashboard:
AppEQ’s Chrome extension displays real-time account statuses from Salesforce alongside product usage data from analytics tools like Mixpanel, all in one place.
- Actionable Insights:
Customer Success Reps and Account Executives can quickly identify accounts with low engagement or high product usage, enabling timely interventions and new sales opportunities.
- Early Warning and Playbooks Triggers
Get alerts for product usage anomalies and other critical metrics, and automatically flag at-risk accounts within Salesforce.
Steps to Integrate CRM and YOUR ENTERPRISE APPLICATIONS Using AppEQ
01 Connect.
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.
02 Configure.
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.
03 Consume.
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.
Key Benefits of
DATA & INSIGHTS ACTIVATION PLATFORM
Account Health Monitoring
Get a real-time view of Accounts, Opportunities, tickets and more, directly in the apps that you already use using AppEQ Smart Dashboard.
Revenue-Driven Insights:
Align revenue data with product engagement, support tickets or any other metrics for more strategic account management.
Proactive Customer Success:
Use data-driven insights to preempt churn, boost adoption, and unlock cross-sell/upsell opportunities.
FAQs
How secure is the integration between CRM and AppEQ?
AppEQ ensures data privacy and security through encryption. You can visit our trust to learn more about our security measures. https://trust.appeq.ai/
Can I customize the data I want to sync between CRM and other application?
Yes, you can customize the data fields and metrics you want to sync, ensuring that only relevant data is shared between the platforms.
What kind of metrics can I see in AppEQ Smart Dashboard through this integration?
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.
More Integrations to power your team
AppEQ helps to get seamless data and insights @fingertips in your CRM
SurveyMonkey
Get NPS and Customer Survey to understand customer sentiments
Zendesk
Get Helpdesk data to understand open issues and queries from your accounts
Stripe
Understand invoices and payment status easily within the CRM
Google Spreadsheet
Combine Adhoc data with your CRM
Custom Integrations
We support custom integrations
Your Ultimate Solution For Revenue Retention and Growth
