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Deep Collaboration for Customer-Facing Teams

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.

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

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 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 to know more.

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Picture of Rajat Shukla

Rajat Shukla

Passionate about all things Entrepreneurship, Tech, SaaS, and Business.

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

Using Salesforce For Customer Success

How to use salesforce for customer success ? Imagine having a powerhouse like Salesforce under the hood of your business operations but finding yourself stuck

How AI is Changing the average CSM

Did you know the global AI software market is set to reach around $126 billion by 2025? This staggering figure underscores the revolutionary impact AI