Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Voice (Digital Assessments & Surveys)
Digital Assessments & Surveys (Free Trial Available)
Overview
Voice is the new age assessment tool ✔ Native to Salesforce ecosystem ✔ Industry Independent ✔ Built-in analytics for responses ✔ Integrates with workflow/processes ✔ Cost effective ✔ Can be sent via email or sms ✔ Can be Branded
An assessment tool in business is crucial in ✔ Gathering information from multiple sources ✔ Understanding the pain points ✔ Rethink your goals ✔ Fine tune your next strategy. Digital assessments made efficient with Voice
Voice can seamlessly embed the data received at the beginning of a workflow to trigger tasks later at any point of time since all the information is within Salesforce.
Voice can ✔ Help in conducting PCA/PCR for a real estate ✔ Compute an evaluation matrix for procurement and technology space ✔ Trend analysis in the Automobile sector ✔ Credit risk assessment for a mortgage. The possibilities are limitless.
Voice can replace paper assessments with digital ones to process information even after years, help in quicker resolution of a problem at hand. BRANDING: You can build beautiful and branded templates with your own logos, Images, Colour themes & background images SUPER SIMPLIFIED ASSESSMENT/SURVEY CREATION Anyone.. Literally anyone can create assessments/surveys just like that with easy to use drag and drop features.. ASSESSMENT/SURVEY MEDIUM You can send out assessments/surveys through Email, SMS, Web links. AUTOMATED OBJECT MAPPING Response received from the assessments/surveys are automatically mapped to the case or appropriate record in Salesforce MOBILE FRIENDLY We have made it responsive and you don't have to worry about rendering in different mediums REPORTS & DASHBOARD Inbuilt Centralized dashboard & the facility to generate reports on the response received Planned for Next Release: ✔ Ability to capture images & comments for questions (Useful in Field Service) ✔ Integration with Amazon SES, Sendgrid, Mailgun, Sparkpost, Sendpulse, Mailjet for bulk email.
Categories
- Business Needs
- SalesCustomer ServiceSurveys
- Industries
- Healthcare & Life SciencesManufacturingRetail
- Personas
- MarketerSales Representative / ManagerService Agent / Supervisor
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package