CX Cards for Sales and Service

Automated Survey Triggers Email and SMS Surveys: Automatically send surveys based on CRM events like lead creation, opportunity status changes, and case updates.

Customizable Triggers Flexible Configuration: Set custom timeframes and conditions for triggering surveys, such as defining “new” leads or contacts within a specified number of days.

Comprehensive Feedback Actions Real-Time Updates: Update Salesforce records, invoke workflows, and send notifications based on survey responses.

Conditional Mapping: Use survey answers to conditionally update fields like Opportunity Stage or Case Priority.

Multiple Survey Recipients Role-Based Recipients: Customize survey recipients based on roles like Decision Maker or Evaluator, or send surveys to multiple contacts within an account or opportunity.

Integrated Communication Salesforce Chatter Integration: Post survey updates and comments directly to Salesforce Chatter, keeping your team informed.

Detailed Response Storage Comprehensive Data Logging: Store survey responses in Salesforce tables for thorough analysis and action.