AppBuddy for Customer Success and Operations
Manage every step of the customer lifecycle from a single screen. Bridge gaps between departments and increase collaboration. Finally, the clarity your team needs to give customers the experience they deserve.
Proactively Manage Every Stage of the Customer Lifecycle
Manage handoffs, customer health, and renewals from a single, actionable screen. Create custom manager and team workspaces. Call attention to risk and make it easy for customer teams to keep account information up to date.
The Comprehensive Account View You Need to Close Deals
Keep account planning in your CRM and make updating account information quick and painless—so your team is prepared for weekly planning meetings. Users can see all the related data they need in one actionable view, including account hierarchy, accounts with contacts, and leads.
Give Your Team the Context They Need to Respond to Customer Needs Faster
Bring all information you need for case management into a single screen, so your team can respond to customer needs faster. Enable users to efficiently and rapidly cross-reference custom or standard objects—such as opportunities—with cases, all within one grid.
AppBuddy – A Better Way to Manage Lead Cash
Spend less time in your CRM, and more time selling.
Eliminate spreadsheets and endless customization.
Configure, adapt, and scale grids for any custom process, team, or user.
Keep your data securely where it lives – in your CRM!
Spreadsheet-Like Features, Inside Salesforce
VP Sr. Salesforce Admin at JLL.
Digital Marketing Manager at Intelsat.
Project Manager at Epsilon
Manager of Global Sales Tools Strategy, NetApp
Let us show you how AppBuddy can increase your team's productivity and your company's bottom line.