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
This young and energetic design firm leverages cutting-edge design principles to create award-winning workspaces that unlock their clients’ full potential and promote sustainability and employee well-being. They use Zoho CRM and Projects internally.
The Problem:
Their Sales & Account Management teams have not been able to clearly understand the project health and delivery status in time, leading to revenue collection issues. They would want to combine data from CRM (Zoho) along with project delivery data from Zoho Projects and have a executive view of all the projects
The Impact:
DATA & INSIGHTS ACTIVATION PLATFORM
Explore how AppEQ helps operations through in-app customer insights and data.
Optimize your business with AppEQ’s streamlined solutions. Reach your full potential with one centralized platform that connects your entire operation from sales to analytics and much more.
We also do custom integration for in-house developed applications
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
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 profile and interactions across all touchpoints, organizations can proactively identify at-risk customers and sell more with intelligent insights aligned to customers interest.
Using data activation, companies can streamline workflows and automate repetitive tasks crosswise provided platform tools, saving time and increasing efficiency for the teams. By using insights gained from data activation culture based on conclusions rather than ambiguities can be achieved.
Data activation helps promoters and advertisers to design targeted campaigns that increase revenue and customer lifetime value.believing on customer history behavior and insights that can help companies to pay more attention to relevant products or services.
Data Integration helps automate admin tasks and provides more personalized delight to customers by identifying easy, responsive solutions for customer complaints and problems in no-time explicitly on trends and identity a driven analytical get-relevant data according to the needs.
With Activated Data sources you can predict trends and come up with made-to-measuring tracks for smoothing analysis, That’él help gauge-customer-interaction inputs fruits to learn more to keep data insights deliberately for replications.
Turn data into revenue! AppEQ unlocks hidden upsell & cross-sell opportunities for CSMs
Turn Data into Retention Power: AppEQ helps CSMs identify & engage unhappy customers before they churn
Free Up Your CSMs: Unleash AppEQ for Data Insights & Proactive Engagement (No More Manual Work!)
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.
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 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.
