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Akita
by AkitaSalesforceFree
Connects cloud business applications to Salesforce and presents customer activity, risk indicators, and expansion opportunities.
PRICINGFree
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACENot published
What it does
Akita links cloud applications used for CRM, helpdesk, email, marketing, project management, accounting, and other business functions. It combines customer-related information from across departments into an interaction timeline. The add-in highlights events including invoice status, help desk tickets, and project activity. It analyzes customer information to identify customers at risk and supports custom metrics within Salesforce.
Key capabilities
from the Salesforce AppExchange listingCustomer interaction timelines
Combines customer information from connected applications and departments into a timeline.
Account activity alerts
Highlights invoice events, help desk tickets, and project activity associated with customers.
Risk identification
Analyzes customer information to identify customers at risk.
Custom customer metrics
Supports custom health scores, KPIs, and engagement metrics inside Salesforce.
Salesforce task creation
Triggers tasks for teams in Salesforce when customers at risk are identified.
Expansion opportunity creation
Identifies potential expansion opportunities and creates sales pipeline in Salesforce.
Who it's for
Akita is for businesses and account managers responsible for customer retention, with customer teams working inside Salesforce.
In the catalog
1,106 plugins in Salesforce Platform · Analytics
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«Akita helps businesses retain customers. We connect to the cloud-based business applications that businesses use including: * Customer Relationship Management (CRM) * Helpdesk & Customer Service * Email * Marketing * Project Management * Accounting * More Akita provides businesses with a dynamic timeline of customer …»