Impacts the following metrics:

  • Accelerate lead-to-cash processes
  • Lower your cost of customer acquisition
  • Increase customer NPS with better support experiences and higher first-bill accuracy
How to Ditch Spreadsheets and Connect Your Processes
Extend flows as your needs evolve

In partnership with Elastic.IO, AppDirect offers customers access to a low-code integration platform. Accelerate integration projects by as much as 80% through connectors for the most common enterprise applications such as Salesforce.

A unified view of your product portfolio

Send product and pricing details into Salesforce as you onboard partner products and products from AppDirect’s network catalog into your marketplace.

Use your marketplace as a lead generation tool

Use your storefront as a landing page in marketing campaigns. Capture interest in marketplace products and surface those leads in Salesforce. Score leads to determine if they're ripe for sales to qualify further, or for marketing to nurture.

A fully integrated agent experience

Convert leads into opportunities in Salesforce and automatically trigger purchase workflows in your marketplace to complete the sale. For existing customers, push Account information into your marketplace to populate User & Company details.

Maintain a current view of customer purchases

When an end user upgrades, downgrades or cancels an order in the marketplace, pipe subscription status and details to Salesforce. Ensure support agents have line of sight to the latest purchase activity for white-glove service.

Facilitate lead management for your partners

Support your channel partners by creating leads in Salesforce and exposing them in your marketplace for partners and resellers to action.

How to Ditch Spreadsheets and Connect Your Processes
Extend flows as your needs evolve