Know the account before a renewal
See how often a customer orders and whether volume is growing or slipping, so the renewal talk starts from real numbers.
Go Fig reads Shopify so you can see a customer's orders, refunds, and payments before a renewal or onboarding call.
When your customers buy through Shopify, their orders tell you how the account is going. A solutions engineer connects Shopify with you during setup. You sign in with your Shopify account and Go Fig reads it, never changing anything. Your brief can then show recent orders and refunds next to the account, so you walk into a renewal or kickoff knowing where things stand.
See how often a customer orders and whether volume is growing or slipping, so the renewal talk starts from real numbers.
Refunds and returns on an account show up in your brief, so you can raise them first instead of being surprised on the call.
After a deal closes, check that the customer's first order went through before your kickoff call.
Shopify is connected with a solutions engineer, not self-serve. Schedule a demo and they walk through it with you or whoever owns your Shopify store.
The store owner or a staff account with permission to approve apps signs in with Shopify (OAuth) and approves read-only access to orders, customers, and products.
If your company runs more than one store, decide with your solutions engineer which ones hold the customers your team sells to.
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 bought, what they returned, and how their orders are trending. That is the context you want before a renewal, an upsell, or an onboarding call.
No. Go Fig only reads Shopify. Anything Go Fig drafts for you, such as a check-in about a refund, waits for your OK in your Feed.
Not yet. A solutions engineer connects Shopify 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.