What if your business users and developers could build data interaction solutions that are cross-functional, cross-application and cross-database with a single, consistent user experience? Your end users would be more focused and work more effectively without being distracted by the limits of their technology.
Start with the end in mind and build your enterprise systems from the end users’ point of view. What do they need to execute their business process? What systems and data do they need to access? What is the best interface that gives them the ability to easily act on data and maintain data security?
Lost sales time, lost revenue
Your sales team spends too much time updating opportunities because the CRM environment can be cumbersome and time consuming. Generating an accurate pipeline forecast is nearly impossible.
Give users a solution that makes updating opportunities quick and easy
Our solution makes it quick and easy to mass update opportunities in your CRM, ensuring everything is updated in real-time. When users keep opportunity data current, you increase the accuracy of your data and your pipeline forecasting.
Poor visibility of account data
When account teams work around your account planning systems, you lack full visibility into that account. An incomplete view of account data causes account teams to miss opportunities and slows response to customer needs.
Immediate account visibility in one place
Give your salespeople everything they need to inform their customer meetings related to an opportunity—in one view—no matter where the data resides.
AppBuddy makes it simple for sales reps to interact with data and follow your company’s account planning process within the CRM. Your salespeople have everything they need to inform their customer meetings related to any account opportunity—in one view—no matter where the data resides.
Your forecasts are not accurate
Inaccurate sales forecasts could be putting your business at risk of missing a quarter, missing a market opportunity, missing a product signal or missing a competitive move. If your sales reps aren’t forecasting quickly and easily in your CRM, you will never know what you’ve missed and how much risk you have.
Shift your data accuracy into high gear
AppBuddy’s solution provides your sales reps with a single user experience that makes it easy to view and update all the data relevant to their opportunities in real-time. When sales teams and leaders can see context around an opportunity, they can take more informed action against that opportunity and forecasting accuracy increases.
Migrating to Lightning presents challenges to existing Salesforce® customizations and processes
While there are many benefits to the new Lightning Experience, it does not deliver the same user experience as Classic, and transitioning users can take time. Also, many customizations are not supported in Lightning, and can impede your Lightning migration.
Execute a seamless Lightning migration
Disjointed view of customer data
When customer data lives in multiple business applications it’s difficult to get a complete view of your customers in one place and to take real-time action on that data necessary to provide customers with an incredible experience.
Connect customer interactions with a customer 360-degree view
With AppBuddy, you can improve your operations to deliver a superior experience that customers have come to expect, easily and without complex and costly systems integrations. You can achieve this in minutes or hours, instead of spending months on custom development of an efficient customer experience delivery solution.
Hidden dimensions of customer success dataCustomer success managers want to see everything related to their customers in one place. They also need to take action - see and track meetings, touchpoints and conversations - all while being able to interact with their data to focus on what matters most.
Deliver success with a holistic view of your customers
Our solution gives customer success managers what they need to be able to see and interact with the customer data most important to them in one easy-to-use interface.
Your renewal opportunities are slipping through the cracks
Renewals managers often need to go into each account, one-by-one, to track upcoming renewal opportunities. Without a complete view of the account, renewals managers are missing key context to mitigate issues that could be stalling a renewal.
Renew more deals, more effectively and easily
With our solution, renewal managers can see everything they need from multiple objects all in one elegant screen within Salesforce. They can also structure a renewal process that follows their specific business requirements, saving time and improving renewal rates.
Incomplete customer view for case management
Great case management requires access to all information about a customer’s issue, regardless of where it resides. Not having visibility or the ability to interact with important case related data not only makes case management extremely inefficient and time consuming, but also negatively impacts your customer’s experience.
Bring your case information front-and-center
Our solution brings all your case information front-and-center to enable your users to quickly access and update case related data, and view related customer information. Case managers interact with the right data regardless of the many systems and applications in which it lives.
Duplicate leads create productivity issuesProductivity issues arise when you have duplicate leads in your CRM system. List cleaning and scrubbing for duplicates is a common but challenging task.
Make it easy for your users to cross reference leads on a single grid
The AppBuddy solution makes it easy to cross reference leads and contacts in a single grid to quickly scrub leads and reduce duplicate entries.
Manual hand-offs across the planning process
Dealing with multiple systems of record, on different platforms, with different business processes running across functions, divisions and geographies? We know the challenges this presents when executing a consistent S&OP process.
Break Down System Silos
Our innovative new approach delivers a data interaction platform to connect core systems, enabling users to bring cross-domain data and processes together into one consolidated, actionable user experience.
Revenue reconciliation requires data in disparate systems to be aligned
At any large company, revenue data resides in CRM, financials, and even compensation systems, all of which do not seamlessly connect. Data integration is done the hard way, with swivel chair integration, or massive spreadsheets that quickly fall out of date.
Streamline your revenue reconciliation process in a single user experience
With ProcessGrid you can easily build a grid that shows all of the data from both systems in one integrated view—and allow your analyst to not only view, but work on that data from directly within Salesforce or SAP!