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Activating Looker Dashboards on Salesforce CRM

In today’s data-driven B2B landscape, account managers and customer success managers juggle information from various sources. Salesforce, a widely used CRM platform, stores valuable customer data. Looker, a popular business intelligence (BI) tool, excels at data visualization, enabling users to transform complex datasets into insightful dashboards. 

A natural question arises: how can you leverage the power of Looker dashboards within your Salesforce workflow?

Looker Dashboard in Salesforce

This article explores activating Looker dashboards on Salesforce and introduces AppEQ, a revolutionary solution that streamlines data access for B2B users.

Benefits of Looker Dashboards for B2B

Looker dashboards offer a treasure trove of benefits for B2B users:

  • Visual Clarity: Looker transforms raw B2B data into visually compelling dashboards. This allows you to see trends, identify patterns, and gain a deeper understanding of customer behavior.
  • Data-Driven Decisions: With clear insights at your fingertips, you can make informed decisions about your B2B strategies. Looker dashboards empower you to optimize marketing campaigns, identify upsell opportunities, and improve customer relationships.
  • Actionable Insights: Looker dashboards go beyond visualization; they provide actionable insights. You can drill down into specific data points, analyze trends, and gain valuable context to inform your B2B actions.

Account managers and customer success managers can leverage Looker dashboards to:

  • Monitor Customer Health: Keep a pulse on customer activity and identify potential issues before they escalate.
  • Identify Upsell Opportunities: Spot trends that indicate customer needs beyond their current plan and present relevant upsell opportunities.
  • Track Key Performance Indicators (KPIs): Monitor critical metrics like customer acquisition cost (CAC) or customer lifetime value (CLTV) to measure B2B performance.

Activating Looker Dashboards on Salesforce: A Look at the Options

There are several ways to activate Looker dashboards on Salesforce:

  • Native Salesforce Connector: Looker offers a native connector for Salesforce, allowing some level of integration. However, this might have limitations in terms of customization and data transfer capabilities.
  • Third-Party Integration Tools: Third-party data integration tools can connect Looker and Salesforce. While this approach offers more flexibility, configuration can be complex and require technical expertise.
  • Custom Development: For highly specific needs, custom development is an option. However, this requires significant resources and ongoing maintenance.

References

  1. Embedding Looker in Salesforce

Challenges of Traditional Looker Activation Methods

While the methods above allow for Looker dashboard activation on Salesforce, they present some challenges:

  • Context Switching: Switching between Salesforce and Looker disrupts workflow. Imagine needing to log in to two separate systems to access critical customer data and insights. This can hinder in-the-moment decision making.
  • Data Siloed View: Viewing data in separate systems creates a fragmented understanding of the customer. You might miss valuable connections and insights when customer data is scattered across different platforms.
  • Technical Hurdles: Configuring and maintaining integrations can be a burden for B2B users who lack technical expertise. This can lead to frustration and delays in accessing needed data insights.

Introducing AppEQ: In-App Looker Insights

AppEQ offers a revolutionary solution that overcomes the limitations of traditional Looker activation methods. Imagine having Looker dashboards seamlessly integrated directly within your Salesforce interface. This is what AppEQ’s in-app widgets achieve.

Customizable product usage dashboard from Mixpanel

Empowering B2B Customer Insights with AppEQ

AppEQ goes beyond data visualization to empower B2B account managers and customer success managers . Here’s how AppEQ leverages Looker data within Salesforce:

  • In-the-Moment Insights: Access real-time Looker dashboards directly within your CRM workflow. No more context switching or logging into separate systems. Gain immediate access to the insights you need to make informed decisions.
  • Data-Driven Customer Interactions: Personalize your communication strategies with customers based on data-driven insights from Looker dashboards.
  • Streamlined Data Access: AppEQ eliminates the need to navigate complex integrations. All the customer data and Looker insights you need are readily available within your Salesforce environment.

Looker dashboards offer unparalleled data visualization capabilities for B2B users. However, traditional activation methods on Salesforce can be cumbersome and disrupt workflows. AppEQ bridges the gap by seamlessly integrating Looker dashboards within Salesforce. This empowers B2B users with in-the-moment access to critical customer insights, ultimately transforming the way they manage customer relationships and drive B2B success.Ready to unlock the power of Looker insights within Salesforce?

Request for a personalized demo here and discover how AppEQ can revolutionize your B2B data activation experience. See how AppEQ can help you leverage Looker dashboards to gain a deeper understanding of your customers and achieve remarkable B2B results.

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Picture of Marina Leishangthem

Marina Leishangthem

Marina Leishangthem completed her studies in Imphal,India, MBA - combining Marketing with Business Studies. As a result, developed a passion for customer data , automation, and all things that can help in the realm of driving revenue using data and insights. By telling stories via data, she helps clients understand their revenue retention and growth opportunities.

What is AppEQ? 

 

AppEQ is a lightweight customer data activation plugin that brings customer data like product usage data/trends right at CSM’s fingertips , on their existing applications like Inbox/CRM /CSP /HelpDesk. We integrate data directly from product analytics like Pendo, Mixpanel, Amplitude and CRM like Salesforce, Hubspot etc. 

Our capability to bring this within your existing applications through our in-app widgets  leads to much higher adoption  and implementation time of 1 week or less

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Customer Data Insights Activation In-the-Moment

Customer Data & Insights Activation

 
One-click Integration  
In-app Customer 360 
Account Task Management 
Notification & Playbook Automation 
In-the-Moment Insights
Early Warning Signals
Customizable Dashboard 
Email Assist …

Built for Customer Success and Account Management teams to drive retention revenue and growth without the complexities of traditional Customer Success Platforms. No more back and forth between teams and systems.

To know more, request a Demo