Coming up next – Mary Poppen & Sandy Yu Optimizing B2B SaaS Revenue: Mastering Upselling & Cross-Selling Strategies
HOW IT WORKS
Supercharge Revenue Retention with our no-code platform
Get Started with Chrome Extension. Install Now
Start by installing the AppEQ extension and connecting it to your CRM, HelpDesk, and other tools.
With our seamless integration process, you’ll be up and running in minutes.
AppEQ is built to fit into your workflow, not the other way around.
Set up your dashboard with a custom summary view and feeds that reflect your priorities. You can choose the fields you want to display and set up custom filters to keep your focus where it needs to be.
Add Nudges & Alerts
Set up automated nudges and red condition alerts based on account activity or inactivity.
These reminders help you stay on top of renewal opportunities and identify potential issues before they become problems. With our seamless integration process, you’ll be up and running in minutes.
Now that you’re set-up, it’s time to bring your team on board. Invite your customer success managers, account managers, and revenue leaders.
Create profiles for each user and watch as collaboration improves and silos disappear.
Stay on top
of all your accounts
Stay updated on all the latest account activity with the Feed Widget.
It’s a live feed of updates, tasks, and alerts that can be customized to reflect your priorities, all in one place. Never miss an important update or task again.
Drive efficiency
with the power of AI
Leveraging the power of Artificial Intelligence, AppEQ learns and adapts to your unique workflow and priorities over time.
It continually fine-tunes its alerts and nudges and even assists in your task. For, e.g., drafting an email based on the nudge. With AI assistance, your team can focus on what they do best – building strong customer relationships and driving growth.
With AppEQ, you get a holistic view of each account, right in your inbox. Monitor account health, identify upsell opportunities, and track team performance.
AppEQ provides you with the insights you need to make data-driven decisions and drive growth.
As your team interacts with AppEQ, the system learns and adapts to your unique workflow and priorities.
Over time, it fine-tunes its alerts and nudges to become an even more valuable tool for your team.
Contact our team using the Demo Request or drop us a email at Hello@AppEQ.ai. Our team shall revert back to get more details like the applications you want to integrate and invite you with a link to install our plugin. After the free trial period you will be able to enjoy our free limited version. Want to extent the full featured trial, drop an email to sales@appeq.ai.
The duration of the onboarding process can range from 1 to 14 days, depending on the number of integrations and the level of customization needed for the executive summary. If a pre-designed template can be used without any modifications, the onboarding can be completed within a shorter timeframe of around 2-3 days.
Absolutely, integration with applications not currently listed on our website is certainly feasible. To initiate this process, we kindly request you to reach out to our team with your specific requirements. We’re here to assist you every step of the way.
