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Medallia Sales & Service Experience for Salesforce

Embed the voice of the customer in your CRM

Overview

Medallia helps the world’s best-loved brands deliver great customer experiences. Connect Salesforce to the Medallia Experience Cloud and deliver insights to your Sales and Service teams that show them where to focus for improving account relationships.

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See How Medallia Sales & Service Experience for Salesforce Works

  • Gain a complete view of customers: integrate feedback data and analytics with Salesforce data, so your customer-facing teams have a more accurate understanding of their account relationships.

  • Trigger feedback surveys with ease: automatically initiate requests for experience feedback across the customer journey — from important moments in a sales cycle to relationship activities and touchpoints.

  • Streamline workflows to close the loop: accelerate follow up with detractors to show them you value their input, and use customer feedback for collaboration to continually improve relationships.

The Medallia Experience Cloud is a customer experience (CX) management platform, which brings together the most comprehensive set of capabilities for collecting voice-of-customer feedback, analyzing the results and bringing insights to employees for customer-centric action. With the Medallia Experience Cloud Integration application, this outside-in view of the customer can be unified with Salesforce data to ensure that employees are aligned with customers, drive higher customer loyalty, and improve business outcomes.

Categories

Business Needs
Surveys
Industries
Healthcare & Life Sciences
Financial Services
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
FedRAMP Offering
This company indicates that they're a FedRAMP offering. This status doesn't mean that the solution is included in Salesforce's FedRAMP authorization. You're responsible for evaluating the solution's security. To learn more, visit the FedRAMP Marketplace.
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
Person Accounts
FedRAMP Offering
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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