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ClearlyRated for Salesforce
Automatically sync your ClearlyRated survey response data with Salesforce
Overview
Sync your ClearlyRated survey response data into Salesforce, take advantage of existing workflows and reporting, and enable full survey automation.
Automatically sync your ClearlyRated survey response data with Salesforce.
Understand who has and has not responded to your survey and follow-up directly within Salesforce
Integrate your ClearlyRated survey data into your existing Salesforce workflows and reporting
View response data at the company or contact level
ClearlyRated's Salesforce application automatically syncs your survey response data directly into Salesforce. This gives you an incredible amount of flexibility to incorporate your ClearlyRated survey data into existing Salesforce workflows and reporting. Survey data updates automatically so that everyone at your firm using Salesforce has access to live intel about the client, employee, and (in the staffing industry) candidate experience. By syncing all of your ClearlyRated data into Salesforce, you can take full operational advantage of the power of Salesforce, including, but not limited to: • Incorporating that data into workflows • Ticket tracking • Account health dashboards • Survey non-responder follow-up (survey links will be accessible in Salesforce) • Data is accessible by other apps that integrate with Salesforce (for example Tableau or Power BI)
Categories
- Business Needs
- Customer ServiceMarketingDashboards & Reports
- Industries
- Professional Services
- Personas
- Business Operations ManagerExecutiveMarketer
- 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.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadySalesforce ShieldManaged Package