We are thrilled to announce some exciting updates to the AppEQ platform, designed to enhance your experience and empower your business success. Our latest features bring you valuable insights and seamless integration, enabling you to make data-driven decisions and drive customer success. Here's a closer look at the July release:
API Update: Streamline Data Integration
With our new API functionality, AppEQ customers can now send the 'product value levers' metric through an API interface. This means you can easily sync your custom software with AppEQ, ensuring seamless integration and data synchronization. By sending the 'product value levers' metric every hour or day, you gain valuable data for nudges, account dashboard visibility, priority feed, and account summary features. With streamlined data integration, you can unlock powerful insights and drive proactive account actions.
Click here for more details on how to go about API Ingestion
Account Pulse: Gauge Account Health
We are introducing Account Pulse, a powerful feature that allows you to gauge the health of your accounts. You can now use pulse in Red Accounts, enabling you to record touch points and categorize them based on their nature. The visual setup of the pulse allows you to view and deduce the overall health of each account easily. By tracking touch points and differentiating between red, orange, and green, you gain a comprehensive understanding of your account's status, enabling you to take proactive actions to retain and nurture your valuable customers.
Summary on Inbox & Other Locations: Convenient Access to Information
To provide you with seamless access to account summaries, we have made several updates to their visibility. First, we have implemented a default summary to be shown whenever there is no associated summary. This ensures that you always have key information at hand, even in the absence of a specific summary. Additionally, the summary is now accessible even when an email is opened, allowing you to quickly reference important details without leaving your inbox. We have also made the summary contextually available on top of Salesforce and HubSpot, integrating it directly into your workflow. However, we are actively addressing an issue regarding the loading time of summaries, aiming to reduce it to just 2 seconds for a smoother user experience. Lastly, the summary is now contextually available on top of calendar.google.com, enabling you to access vital information while managing your calendar effortlessly.
We are confident that these updates will significantly improve your experience with AppEQ, providing you with powerful tools to optimise your business strategies and drive customer success.To help you visualise these enhancements, here are some accompanying screenshots showcasing the new features:
At AppEQ, we are dedicated to meeting your evolving needs and ensuring your success in the B2B SaaS space. We value your partnership and remain committed to continuously improving our platform. If you have any questions or need further assistance, please don't hesitate to reach out to our dedicated support team.