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  • Prioritise your Inbox daily based on Customer Health
  • Reduce Account Receivables through Payment Nudges
  • Increase Revenue with real-time support insights @ fingertips

Cross-Team Collaboration for Customer-Facing Teams

Powering Customer-Facing Teams to collaborate across their Business Apps, Seamlessly and Contextually.

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Powering Customer-Facing Teams to collaborate across their Business Apps, Seamlessly and Contextually

Today, customer-facing teams like Sales, Marketing, Customer Success and Support reside on their respective SaaS Platforms for their Job to be done tasks. For instance: Sales Teams on CRM Tools (Salesforce, Pipedrive), Customer Success teams on CS Tools (Gainsight, Toting), Support Teams on Help Desk Tools (Zendesk, Intercom) and Product teams on Product Management tools (Asana, Jira). While the cross-team collaboration is happening on Central collaboration platforms like Slack and Teams.

This possesses three key challenges:

  • Productivity Impact: Time spent on Context Recreation from their respective base Apps for other team members.
  • Lack of data reference: Cumbersome to search for Context-specific information from the generic communication channels as there is no auto-tagging.
  • Missing Account Insight: There is no simple way to get the consolidated view across apps for a given Customer Account, hence missing leading indicators.

At appEQ.ai using the power of AI,

  • we are enabling cross-team collaboration for the customer-facing teams directly on top of their Business Apps.
  • Auto-tagging conversations based on the Application and end-user context, driving rich data sources.
  • Cross-linking the relevant underlying Business Objects within each App for centralised insights.

Drop us your coordinates at support@appeq.ai to know more.

The Transformative Power of Structured CS Team Dynamics

Table of Content 1.Introduction 2.Understanding Roles Vs Responsibilities3.Key Positions4.The Significance of communication 5.Personal Responsibility6.Defining Roles7.Conclusion 8.Sources9.FAQ’s Introduction Did you know? Engaged employees are 21% more