UserIQ + Salesforce

Did you know you can put your existing customer data to work inside your product by integrating UserIQ with Salesforce? Our unique bi-directional integration allows you to not only pull existing Salesforce data into UserIQ, but also push new product engagement data back to Salesforce at both the account and contact level so you have a 360° view of each customer that’s always accurate.

Put Your Customer Data to Work

With UserIQ and Salesforce working together, you can use the customer acquisition data that was collected during the sales process to build context and continuity once users are inside your platform—giving you more robust customer profiles and the ability to see how users progress through their customer journey.

ACCESS TO CUSTOMER DATA ACROSS YOUR COMPANY

Make product usage data accessible to your employees—when and where it makes the most sense for them. This better aligns departments and gives your company stakeholders the data they need to be proactive and effective in their roles.

Unified View of the Customer
user segmentation filters

STRENGTHEN SEGMENTATION & REPORTING

Map UserIQ data to Salesforce to incorporate product engagement data into your Salesforce reports. Additionally, use Salesforce data, like total ARR and customer size, to bolster your segment criteria in UserIQ—perfect for assessing potential opportunities such as free trial conversion and account expansions.

SUPPORT YOUR CUSTOMER ADVOCACY PROGRAM

Meshing UserIQ data into your Salesforce platform lets sales and marketing know who your top promoters and power users are. In turn, those teams can deliver relevant in-app engagements to those users, or leverage feedback for testimonials, case studies, and customer references.

NPS surveys
product usage analytics

GET PRODUCT USAGE TRENDS AT A GLANCE

See product usage for each account and user in Salesforce to ensure that customers are utilizing the features in your platform that made them buy in the first place. Plus, allow your team to view users’ recent in-app activity, in the event of unanticipated support calls.

Our experience with UserIQ has been great - easy integration, lots of customization, great mix of features, and simple to leverage across multiple teams. We've been able to outline the user journey and identify dead ends, all while targeting our customers with relevant messaging and guiding users through a cleaner, faster onboarding process.

Arash M.VP Product, StackPath

4 Ways to Supercharge Your Salesforce Instance with UserIQ

1

Get proactive customer data by mapping any of the product information collected in UserIQ (for example, feature usage has suddenly dropped) to Salesforce fields so teams can take action.

2

Deliver relevant engagements from day one to start new customers off on the right foot when data from Salesforce is used to contextualize the interactions in UserIQ as customers.

3

Segment users based on financial data using the revenue and payment information collected in Salesforce as segment criteria or as triggers for alerts and engagements in UserIQ.

4

Ensure accurate user and account segments by assigning users to the right customer segment as early as possible based on data collected during the sales process to send targeted in-app engagements based on product behavior.

User Adoption Customer Health Dashboard

Accelerate Your Time to Value. Let UserIQ Power the Journey.