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
Organizations often store revenue details and account information in Insightly, but understanding product usage at an account level requires deep integration with product analytics tools like Pendo. AppEQ allows you to seamlessly connect Insightly and Pendo, giving your teams instant access to product usage data alongside revenue insights, enabling a data-driven approach to managing customer success and driving upsell opportunities.
Integrating Insightly and Pendo helps businesses align customer success with product analytics, ensuring that account managers can track product usage metrics at the account level, right from within Insightly. This integration enables:
AppEQ provides a powerful bridge between Insightly and Pendo by offering contextual summaries and data syncs across platforms. Here’s how it works:
Install the AppEQ Chrome Extension and seamlessly connect it to both your Insightly and Pendo accounts, enabling real-time data synchronization.
Configure your Insightly business object details (such as accounts, opportunities, customers, revenue and contracts) and Pendo’s business object data and configure metrics, alerts and reports to track account pulse and customer engagement.
Access 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.
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
