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Sogolytics: Experience Management Platform for Salesforce
Streamline Engagement, Empower Insights, Maximize Efficiency
- Industries
- Horizontal Product
- Business Need
- SurveysRatings & Reviews
- Requires
- Sales CloudService Cloud
Sogolytics for Salesforce makes feedback effortless. Send ad-hoc or event-based surveys to Leads and Contacts, pre-fill answers with Salesforce data, automate reminders, and sync responses back in real time through bi-directional integration.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Version
- Sogolytics/Spring 2023 1.31.0
- Listed On
- 12/04/2023
- Latest Release
- 12/04/2023
- Supported 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
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 6Custom Tabs: 6Custom Apps: 1
- Lightning Components
- Global: 9App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
The Sogolytics Salesforce App provides seamless integration between Sogolytics and Salesforce, enabling you to collect, manage, and act on feedback without leaving your CRM. Send surveys, capture responses, and enrich Salesforce records through a powerful bi-directional connection. SEND PERSONALIZED SURVEYS - Trigger email or SMS surveys to Leads and Contacts, whether for ad-hoc outreach or event-based feedback. - Select from existing survey templates and deliver personalized invitations directly from Salesforce. PRE-FILL SALESFORCE DATA - Automatically pre-populate survey answers with Salesforce data for a smoother participant experience. - Eliminate redundant questions and ensure data accuracy across all responses. AUTOMATED REMINDERS - Boost response rates with automated reminders for non-respondents. - Configure multiple reminder sequences to maximize engagement and completion. BI-DIRECTIONAL DATA INTEGRATION - Seamlessly push survey responses back into Salesforce Objects in real time. - Enrich CRM data with actionable insights, empowering teams to respond faster and make informed decisions.
Need help?
Sogolytics
Herndon, VA, United States
Email us at support1@sogolytics.com. We’re here to help, 24/7, all year round. Our support team typically responds within 30 minutes.