AppEQ product can be broadly broken down into below features.
Feature | Description |
Widgets | Widgets as UI components that get activated on top of your existing applications to help your team to get contextual access to data, insights and action items for your customer accounts.
AppEQ support 3 widgets - Summary, Feed and SuccessPad.
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Data | This helps in getting enterprise data from your existing system like CRM, Helpdesk, Spreadsheet to be sync with AppEQ so that you can use them for designing the widget and signals.
You can also configure derived data based on existing data. |
Signals | Signals are notifications and tasks that helps your team to be proactive. You can configure nudges notification and play-books for your team based on certain condition.
Configuration of right signals enable your team to be more proactive and improve the odds for higher revenue retention and growth. |
Widgets
Summary Widget : This widget helps you to configure crisp executive summary of the account which can be useful for your customer success managers or account managers.
Feed Widget : This widget helps you to see filtered list of items like open tickets, pending invoices etc.
Priority Accounts Feed : This help your team to understand the list of priority accounts for the day. It allows CSM or AM to understand which accounts to focus from their portfolio of accounts.
It is a widget which can be activated on web applications where CSM or AM already works on.
Through this, a CSM when he/she starts the day, will see their accounts based on the priority and nudges associated with the account.
This will help CSM to focus on accounts which require proactive focus.
Filtered List : This helps to see and access data across accounts by each business object. E.g - List of all the open P1 issues in my accounts.
Nudges : List of items which I need to look at , applicable for a given condition.
SuccessPad Widget: This is a draggable widget which can be enabled on web applications where you team works currently. This will give them access to data and insights for their accounts.
Data
Data Source: Data source are applications which store information to understand for customer accounts. E.g - If you use a CRM like Salesforce, it become a good source of data to understand opportunities, engagement etc. Similarly - a Helpdesk software like Zendesk becomes a good source to understand customer account from support perspective.
You can configure to connect your enterprise applications to connect with AppEQ to have real-time sync with the systems to understand customer insights.
CRM - Salesforce, Hubspot
Helpdesk - Zendesk, Freshdesk, Hubspot
Google Spreadsheet
API Interface - your team can send account metrics through AppEQ api at regular interval.
Custom Field: You can also define custom fields based on formula. E.g - Annual Non Recurring Revenue = TCV - ARR
Signals
Account Red Condition: Based on the data source configured, you can configure threshold to understand RED accounts.
Nudges Notification: Based on account scenario, you can configure notifications so that your team will not miss the right events of critical accounts.
Nudges Playbook: Based on account scenario, you can not only configure notifications but also add TODOs for the account.