CX Cards: CX Survey Automation and Insights for Salesforce

Enhance Salesforce with robust customer feedback mechanisms. By seamlessly integrating survey automation with key CRM events, you can gain valuable insights into customer experiences and streamline your sales and service processes.

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Instant Access to Customer Experience Insights Right in the Sidebar

CX Cards equips your agents with a comprehensive view of the customer journey directly within their workflow. Utilizing real-time feedback and CX intelligence, you can improve customer interactions and boost satisfaction.

Seamless Setup and Instant Feedback

Integrating CX Cards with Salesforce is a breeze. Easily configure your email survey automations in just a few steps, without needing assistance from your IT team. Experience smooth integration and begin gathering valuable customer insights right away.

Key Features

Automated Survey Triggers

Send automated Email and SMS surveys based on CRM events such as lead creation, opportunity status changes, and case updates.

Customizable Triggers and Feedback Actions

Set custom conditions and timeframes for survey triggers. Use survey responses for real-time Salesforce updates, workflow invocations, and notifications, including conditional field updates.

Role-Based Recipients and Integrated Communication

Customize survey recipients based on roles and integrate with Salesforce Chatter for seamless team communication. Store detailed survey responses in Salesforce for comprehensive analysis.

Use Cases

Customer Satisfaction Tracking

Gather insights throughout the customer journey to understand satisfaction levels and pinpoint areas for improvement.

Lead Conversion and Opportunity Analysis

Analyze survey responses to determine why leads convert or fail, and collect feedback on opportunities to refine sales strategies and close deals more effectively.

Account, Contact, and Case Management

Keep account and contact information up-to-date with real-time survey responses, and use feedback from closed cases to enhance resolution processes and customer support practices.

Tracked CRM Events in Salesforce

CRM events track customer experience activities, triggering automated Email or SMS Surveys at key touchpoints to collect valuable feedback.

Automated Surveys at Key Touchpoints

Trigger Email or SMS Surveys at pivotal moments in the customer journey, such as when leads are created, converted, or closed, ensuring timely and relevant feedback collection.

Customizable Triggers and Recipients

Configure surveys based on Salesforce Object conditions, business rules, and recipient roles, such as first contact or decision-makers, to gather targeted insights.

Comprehensive Event Tracking

Monitor and respond to crucial events like account creation, opportunity updates, and case statuses, leveraging real-time feedback to enhance customer satisfaction and drive business growth.

Feedback Loop Actions

Feedback Loop Actions (FLAs) automate real-time utilization of survey data to update Salesforce records, trigger workflows, and send notifications, enhancing CRM responsiveness.

Automated Updates and Creation

Automatically update account, contact, lead, opportunity, and case details based on survey responses. Generate new leads, opportunities, cases, and work orders to streamline CRM processes.

Enhanced Communication and Workflow Integration

Post survey updates directly to Salesforce Chatter, trigger workflows and business processes, and ensure your team stays informed with real-time updates.

Comprehensive Data Management

Store and analyze detailed survey responses in Salesforce tables, ensuring thorough feedback integration and actionable insights.

Secure and Compliant

We prioritize your data security. Our platform complies with industry standards to ensure your data is protected and handled with care.

Ready to Redefine Customer Experience?

Integrate CX Cards with Salesforce today to enhance your CRM with real-time customer feedback and actionable insights.