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CX Cards for Sales and Service

By VOC Metrics Limited

Customer feedback survey automation and CX Insights in your Sidebar.

No Ratings
$30   USD/user/month

Discounts available for nonprofits

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Business Need
Sales Productivity
Agent Productivity
Dashboards & Reports
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

Access real-time CX insights directly within your Salesforce sidebar. Integrate CX Cards to automate surveys triggered by key CRM events. Gather real-time feedback, update records, and trigger workflows instantly. Get started today!

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud

App Details

Version
CxCards_for_Sales/Summer 2024 1.4.0
Listed On
10/04/2024
Latest Release
10/04/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/04/2024

Additional Details

Enhance your CRM with CX Cards integration into Salesforce, seamlessly combining survey automation with key CRM events to gather valuable insights into customer experiences. By triggering Email or SMS surveys at crucial touchpoints, such as lead creation, opportunity status changes, and case updates, you can streamline your sales and service processes while keeping track of customer satisfaction in real-time. Configurable survey conditions ensure tailored feedback collection, empowering you to make data-driven decisions. With Feedback Loop Actions (FLAs), survey data is instantly actionable, updating Salesforce records, triggering workflows, and sending notifications. Automate tasks like updating account details, posting to Chatter, and generating leads or cases based on survey responses. This real-time integration keeps your CRM current and enhances customer interactions. Start leveraging CX Cards in Salesforce today for improved customer satisfaction and business growth. Contact us to configure your Surveyapp account and unlock the full potential of CX Cards.

Need help?

VOC Metrics Limited

Newcastle upon Tyne, United Kingdom

Support Phone+44 (0)33 0001 0042.
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