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Qualtrics - Customer Experience Management for Salesforce
Add your customer's voice to Salesforce CRM
Overview
Combine customer experience data with operational data to better understand customer behavior and build strong client account relationships. Automate customer feedback across workflows, analyze data, and embed insights in your Salesforce dashboard.
Embed Qualtrics' advanced customer feedback analytics in Salesforce to surface customer insights and take action to win...all in one platform.
Automate feedback requests in Salesforce based on account milestones to understand customer behavior across the entire sales cycle from lead to revenue.
Show customers you're listening by taking personalized actions to address experience gaps and delight each customer contact in your database.
Qualtrics and Salesforce are committed building sales tools that make it easier to communicate with and understand customers, freeing up your sales team to get more done in less time. Take advantage of new features that bring all your sales data together with everything your customers are thinking and feeling. EMBEDDED VISUALIZATIONS Copy/paste dynamic X-data charts from Qualtrics into your Salesforce dashboards to see customer feedback in real-time. WEB TO LEAD Create new customer leads based on survey responses. TRIGGER SMS, CHAT, EMAIL SURVEYS Automatically send surveys via web, text, or email when a specified object's workflow rule has been met in Salesforce. SMART NOTIFICATIONS Close the loop quickly with alerts of poor customer experience on mobile and desktop to prevent customer churn. RESPONSE MAPPING Automatically map customer feedback into any object or field to give your teams the complete customer picture. POST TO CHATTER Elevate the voice of your customer by posting responses directly to Chatter. If you don't have a Qualtrics license, use this free trial that has the Salesforce integration enabled. https://salesforcetrial.qualtrics.com
Categories
- Business Needs
- Surveys
- 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.
- No LimitsLightning ReadyCommunity BuilderManaged Package