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
Introducing Salesforce + AppEQ.ai: a powerful combination designed to elevate your customer success strategy. By integrating AppEQ.ai with Salesforce, you gain a comprehensive view of your customer journey, blending sales, marketing, and customer success data into one seamless experience. This integration empowers your teams with real-time insights, enabling them to proactively manage customer relationships, drive revenue retention, and identify upsell opportunities with ease.
AppEQ is a powerful, composable in-app workspace designed for Customer Success, Sales, and Business Development teams in B2B organizations. Unlike traditional tools, which often require users to switch between multiple apps, AppEQ seamlessly overlays real-time, contextual insights from various enterprise applications directly into the tools your team already uses, such as Salesforce, Mixpanel, Zendesk, and more. This in-app widget approach enables teams to make faster, data-driven decisions without the inefficiency of app-switching.
Key Features:
Who can use AppEQ ?
AppEQ is purpose-built for fast-growing B2B organizations looking to improve customer retention, boost upsell and cross-sell opportunities, and streamline account management. It’s an ideal solution for teams that need real-time insights to drive proactive customer engagement, all within a flexible, easy-to-implement workspace.
Hi, I am Archana
Ready to take the next step? Request a personalized demo & consultation of AppEQ and explore how it can help your enterprise unlock customer insights and take data-driven actions.
The combination of Salesforce + AppEQ.ai delivers significant advantages for both enterprises and SMBs, providing comprehensive insights, streamlined processes, and tailored solutions that drive customer success and revenue growth. For enterprises, this integration offers a unified platform that allows for extensive data integration and advanced analytics, enabling teams to identify trends, predict churn, and uncover upsell opportunities. It enhances collaboration across sales, customer success, and support teams, ensuring a cohesive approach to managing customer relationships. For SMBs, the cost-effective solution features a user-friendly interface that simplifies adoption and implementation, while providing actionable insights to proactively manage customer interactions. This flexibility allows SMBs to adapt quickly as their needs evolve, focusing on scaling their operations and maximizing revenue through improved upsell and cross-sell strategies. This enables:
Ultimately, the choice depends on the size of your team, budget, and specific Customer Success requirements.
To know more, schedule a personalised demo
Hi, I am Archana
Ready to take the next step? Request a personalized demo & consultation of AppEQ and explore how it can help your enterprise unlock customer insights and take data-driven actions.
AppEQ provides a powerful and flexible in-app widgets on top of existing applications such as Salesforce, Inbox, Helpdesk. Here’s how it works:
Install the AppEQ Chrome Extension and seamlessly connect it to your Salesforce application, enabling real-time data synchronization.
Configure your Salesforce business object details (such as accounts, opportunities, customers, revenue and contracts) and AppEQ’s Workbench and configure metrics, alerts and reports to track account pulse and customer engagement.
Access workspace with 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.
Get a real-time view of Accounts, Opportunities, tickets and more, directly in the apps that you already use using AppEQ Smart Dashboard.
Align revenue data with product engagement, support tickets or any other metrics for more strategic account management.
Use data-driven insights to preempt churn, boost adoption, and unlock cross-sell/upsell opportunities.
Hi, I am Archana
Ready to take the next step? Request a personalized demo & consultation of AppEQ and explore how it can help your enterprise unlock customer insights and take data-driven actions.
AppEQ ensures data privacy and security through encryption. You can visit our trust to learn more about our security measures. https://trust.appeq.ai/
Yes, you can customize the data fields and metrics you want to sync, ensuring that only relevant data is shared between the platforms.
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.
Get NPS and Customer Survey to understand customer sentiments
Get Helpdesk data to understand open issues and queries from your accounts
Understand invoices and payment status easily within the CRM
Combine Adhoc data with your CRM
Hi, I am Archana
Ready to take the next step? Request a personalized demo & consultation of AppEQ and explore how it can help your enterprise unlock customer insights and take data-driven actions.