Organizations often store revenue details and account information in Salesforce Lightning, but understanding product usage at an account level requires deep integration with product analytics tools like Userpilot. AppEQ allows you to seamlessly connect Salesforce Lightning and Userpilot, 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.
Why Integrate Salesforce Lightning and Userpilot
Integrating Salesforce Lightning and Userpilot helps businesses align customer success with product analytics, ensuring that account managers can track product usage metrics at the account level, right from within Salesforce Lightning. This integration enables:
- Visibility into Product Engagement: Understand how customers are using your product.
- Revenue Alignment: Correlate product usage with account revenue for better strategic decisions.
- Real-Time Updates: Monitor product adoption in real time to prevent churn and identify upsell opportunities.
How AppEQ Connects Salesforce Lightning and Userpilot
AppEQ provides a powerful bridge between Salesforce Lightning and Userpilot by offering contextual summaries and data syncs across platforms. Here’s how it works:
- Unified Dashboard: AppEQ's Chrome extension shows real-time account statuses from Salesforce Lightning alongside product usage data from Userpilot.
- Actionable Insights: Customer Success Reps and Account Executives can easily see which accounts have low engagement or high product usage, enabling timely interventions or sales opportunities.
- Red Alerts and Tickets: Receive alerts on product usage anomalies or other key metrics, and automatically flag at-risk accounts within Salesforce Lightning.
Activate Data and Customer Insights Seamlessly
Steps to Enhance {{mpg_crm}} for Customer Success Teams with AppEQ
01 Connect.
Install the AppEQ Chrome Extension and seamlessly connect it to your {{mpg_crm}} application, enabling real-time data synchronization.
02 Configure.
Configure your {{mpg_crm}} 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.
03 Consume.
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.
Key Benefits of
Composable Workbench With Data & Insights From Your SaaS & EnterpriseApplications
Account Health Monitoring
Get a real-time view of Accounts, Opportunities, tickets and more, directly in the apps that you already use using AppEQ Smart Dashboard.
Revenue-Driven Insights:
Align revenue data with product engagement, support tickets or any other metrics for more strategic account management.
Proactive Customer Success:
Use data-driven insights to preempt churn, boost adoption, and unlock cross-sell/upsell opportunities.
Help Center
Answers to your questions
Get quick answers to common questions about AppEQ’s features, integrations, and benefits.
More Integrations to power your team
AppEQ helps to get seamless data and insights @fingertips in your CRM
SurveyMonkey
Get NPS and Customer Survey to understand customer sentiments
Zendesk
Get Helpdesk data to understand open issues and queries from your accounts
Stripe
Understand invoices and payment status easily within the CRM
Google Spreadsheet
Combine Adhoc data with your CRM
