Know what they ordered before you call
See a customer's recent orders and what is still waiting to ship, so a renewal conversation starts from the facts.
Go Fig reads Cin7 so you can see a customer's orders, shipments, and returns before a renewal or onboarding call.
Cin7 tracks the orders, stock, and shipments behind your customers' accounts. Before a renewal or onboarding call, you want to know what they ordered and whether it shipped. A solutions engineer connects Cin7 with you during setup. Go Fig reads it and never changes anything in it. Your brief can then show recent orders and open issues next to the account.
See a customer's recent orders and what is still waiting to ship, so a renewal conversation starts from the facts.
Returns and credit notes on an account show up in your brief, so you can get ahead of a sore spot instead of hearing about it on the call.
After a deal closes, check that the first order went through and shipped before your kickoff call.
Cin7 is connected with a solutions engineer, not self-serve. Schedule a demo and they walk through it with you or whoever runs Cin7.
In Cin7 Core, open Settings, then Integrations, then API, and create an application key paired with your account ID. Use a dedicated integration identity rather than a person's login, so changing the key never locks anyone out.
If your company runs more than one Cin7 account, for example one per region, each connects on its own. Decide with your solutions engineer which accounts, warehouses, and sales channels matter for your customers.
Go Fig brings in past records on the first connection, then keeps them current. Look up a customer you know and confirm their recent orders are there.
It shows what a customer actually ordered, what shipped, and what came back. That is the context you want before a renewal, an upsell, or an onboarding call.
No. Go Fig only reads Cin7. Anything Go Fig drafts for you, such as a follow-up about a delayed order, waits for your OK in your Feed.
Not yet. A solutions engineer connects Cin7 with you during setup. Schedule a demo to get started.
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data. Everyone on your team sees only what their role allows.
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.