CX Cards for Sales and Service
Customer feedback survey automation and CX Insights in your Sidebar.
Overview
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!
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.
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.
Categories
- Business Needs
- Sales ProductivityAgent ProductivityDashboards & Reports
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile