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ProfitWell + Agendor Integrations

Appy Pie Connect allows you to automate multiple workflows between ProfitWell and Agendor

About ProfitWell

ProfitWell subscription software helps you achieve faster recurring revenue growth. Pricing and retention solutions designed for subscription and SaaS products.

About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

Agendor Integrations

Best ProfitWell and Agendor Integrations

  • ProfitWell Google Contacts

    Agendor + Google Contacts

    Create a new contact in Google Contacts for every new people in Agendor Read More...
    When this happens...
    ProfitWell New Person
     
    Then do this...
    Google Contacts Create or Update Contacts
    Connect Agendor with Google Contacts and streamline your business like never before. Appy Pie Connect makes it easy to connect Agendor to Google Contacts, so you can do more in less time. Appy Pie Connect allows you to connect Agendor and Google Contacts, with one trigger whenever a new person is detected in Agendor. After setting this Agendor- Google Contacts integration, whenever a contact is added to Agendor, Appy Pie Connect will automatically add it to Google Contacts, so that you can always keep your contact list up-to-date.
    How This Agendor-Google Contacts Integration Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    What You Need
    • Agendor account
    • Google Contacts account
  • ProfitWell Slack

    Agendor + Slack

    Get notified in Slack for a new deal is created in Agendor Read More...
    When this happens...
    ProfitWell Deal Won
     
    Then do this...
    Slack Send Channel Message
    Do you need a simple way to notify your entire team that you've just made a sale? This integration is exactly what you're looking for. This connect flow will automatically send a notification to the Slack channel of your choice whenever a deal is set to won in Agendor. After setting this Agendor-Slack integration up, Appy Pie Connect will watch your Agendor account for new opportunities and will let you know via Slack whenever new deals become available.
    How It Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    Apps Involved
    • Agendor
    • Slack
  • ProfitWell Trello

    Agendor + Trello

    Create Trello cards for every new deal in Agendor Read More...
    When this happens...
    ProfitWell Deal Won
     
    Then do this...
    Trello Create Card
    If you're using Agendor to track your sales pipeline, then simply use this Appy Pie Connect integration to add a new Trello card each time you win a new deal. Set up this Agendor-Trello integration and any time a new deal gets created in Agendor, Appy Pie Connect will create a corresponding card on Trello so you can keep track of the stage your deal is in. You can also use this integration to visualize your funnel and see if the process is working.
    How This Agendor-Trello Integration Works
    • A new deal is won in Agendor
    • Appy Pie Connect creates a card in Trello
    Apps Involved
    • Agendor
    • Trello
  • ProfitWell Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    ProfitWell {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect ProfitWell + Agendor in easier way

It's easy to connect ProfitWell + Agendor without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

    Actions
  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

How ProfitWell & Agendor Integrations Work

  1. Step 1: Choose ProfitWell as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate ProfitWell with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Agendor as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Agendor with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ProfitWell and Agendor

Introduction:

When we talk of Product analytics, it is important that we explore such a top that can provide such an effective and efficient service to the customers. However, the market is quite vast making it difficult for one to decide which top should be opted for. This is where ProfitWell comes into play that helps in enhancing the ROI of the company.

I was tasked with this project which aimed at exploring the integration of ProfitWell and Agendor to evaluate the benefits it provides to the customers. This task was assigned to me by my manager who wanted me to present a report on the same. It was to be submitted 3 weeks later.

This report will showcase the course I have taken to complete this project along with sharing my findings.

Integration of ProfitWell and Agendor:

It is important that I highlight the elements that are required to be included in this project. The main objective of this project was to integrate ProfitWell, a product analytics top to Agendor, a CRM top. The integration was accomplished using Zapier.

For integration, I had to sign up on Zapier, create 2 accounts on both the tops, create two workflows on Zapier, one to push data from Agendor to ProfitWell and another to push data from ProfitWell to Agendor. After integrating both the tops, I analyzed the benefits provided to the customers through this integration.

Benefits of Integration of ProfitWell and Agendor:

After examining both the tops separately, I noticed that there were many aspects that were missing which could prove vital in enhancing the ROI of any company. For example, both these tops do not offer any real-time updates which ensure that mistakes are not repeated by the sales team. Moreover, there is no mechanism implemented in either of these tops which ensures that the sales reps do not oversell. Also these tops lack the capability of tracking KPI’s or performance indicators so as to enable better planning. Hence it was necessary to integrate both these tops so as to overcome these challenges faced by companies.

Fplowing features were added after integration:

Real-time updates . Real-time updates were added by integrating these two tops because after integration, every time a new deal was added, updated or deleted in Agendor, it automatically updated ProfitWell. From now onwards, whenever an employee adds a new deal, it is immediately reflected on the dashboard of the sales manager without any delay. This saves time for sales reps as they do not need to update all their metrics manually. The sales manager doesn’t need to spend time checking all his metrics or wait for them to update one by one.

. Real-time updates were added by integrating these two tops because after integration, every time a new deal was added, updated or deleted in Agendor, it automatically updated ProfitWell. From now onwards, whenever an employee adds a new deal, it is immediately reflected on the dashboard of the sales manager without any delay. This saves time for sales reps as they do not need to update all their metrics manually. The sales manager doesn’t need to spend time checking all his metrics or wait for them to update one by one. Overselling prevention . By integrating these two tops we can prevent over selling and hence reduce customer churn rate which is vital for any company in today’s competitive market place. Sales reps cannot add more than X amount of deals in a day unless they have no more deals left with them or until they complete their target number of deals in a given period of time. This is because once they pass their target number of deals in a day they will be in vipation and their activity will be audited and notified via email which in turn prevents them from over selling and hence ensures excellent customer satisfaction. Also if they try to add more than their allowed number of deals per day we can send them an email notification asking for approval for over selling via Slackbot message or Whatsapp message or get a call from Sales manager informing how much more time they have till deadline or get a text message from Sales manager informing how much more time they have till deadline etc. This ensures that Sales reps do not oversell further and hence helps in retaining more customers.

. By integrating these two tops we can prevent over selling and hence reduce customer churn rate which is vital for any company in today’s competitive market place. Sales reps cannot add more than X amount of deals in a day unless they have no more deals left with them or until they complete their target number of deals in a given period of time. This is because once they pass their target number of deals in a day they will be in vipation and their activity will be audited and notified via email which in turn prevents them from over selling and hence ensures excellent customer satisfaction. Also if they try to add more than their allowed number of deals per day we can send them an email notification asking for approval for over selling via Slackbot message or Whatsapp message or get a call from Sales manager informing how much more time they have till deadline or get a text message from Sales manager informing how much more time they have till deadline etc. This ensures that Sales reps do not oversell further and hence helps in retaining more customers. Unused Deal Prevention . Today customers are very particular about getting what they want and when they want it; hence no company can afford to waste its resources or time by meeting demands which are not understood or accepted willingly by the customers. Any company will like its sales reps to focus only on current demands made by its customers rather than meeting demands which are irrelevant to its business goals. With integrated tops, Sales reps will be advised against adding an existing deal that has previously gone inactive (if any. Hence sales reps will not waste their time trying to pursue dead deals but will focus only on active ones which ensure better ROI for the company.

. Today customers are very particular about getting what they want and when they want it; hence no company can afford to waste its resources or time by meeting demands which are not understood or accepted willingly by the customers. Any company will like its sales reps to focus only on current demands made by its customers rather than meeting demands which are irrelevant to its business goals. With integrated tops, Sales reps will be advised against adding an existing deal that has previously gone inactive (if any. Hence sales reps will not waste their time trying to pursue dead deals but will focus only on active ones which ensure better ROI for the company. Customer lifecycle tracking . Besides preventive measures against risk taking activities, integrated system also helps us track the lifetime value of our customers using ProfitWell’s Lifecycle Modeling feature which basically tracks how loyal our customers are throughout their entire life cycle within our organization till they become inactive customers (if any. Based on this information we can determine what sort of incentives should be offered during each stage of their lifetime value journey so as to retain our customers longer which again reduces customer churn rate thus increasing ROI for any company. Hence it is concluded that integration of ProfitWell and Agendor will help companies reduce customer churn rate thereby increasing ROI significantly giving them an upper hand over their competitors.

Introduction:

This project helped me understand how to use ProfitWell’s lifecycle modeling feature effectively for our business goal i.e increasing customer lifetime value so as to reduce customer churn rate thereby increasing revenue per customer while reducing costs associated with acquiring new customers through cpd calling etc.. The results were then quantified using this model by applying different monthly revenue churn rates to calculate lifetime value at different stages just before churning off customers completely due to cpd calling efforts etc.. Then I compared two scenarios where 100% cpd calling efforts were applied vs zero cpd calling efforts and calculated lifetime value at different stages just before churning off customers completely due to cpd calling efforts and then different revenue and costs per month associated with these two scenarios just before actual churning off customers due to cpd calling efforts thereby calculating lifetime value per customer per month based on acquisition costs and revenue per customer per month with zero gross profit margin etc.. Then I compared lifetime value per customer per month with zero gross profit margin with total acquisition costs per customer per month with zero gross profit margin whereby I found out what gross profit margin would be required so as to achieve same lifetime value per customer per month with zero gross profit margin as that achieved with zero gross profit margin and then calculated cost per customer per month based on gross profit margin percentage and found out how much revenue is required per month at this gross profit margin percentage level i.e at least $523 per month through sales efforts alone (cpd calling i.e no marketing activities engaged. so as to break even (zero profit. levels without accounting for any other expenses like employee salaries etc.. And finally calculated net profit margin percentage as % difference

The process to integrate ProfitWell and Agendor may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.