Imagine customer feedback captured automatically and flowing seamlessly back into your Salesforce.com reports, dashboards and customer records in real time.
NPS surveys can be automatically triggered in two ways:
1. Immediately after a customer interaction eg. purchase or support case being closed
2. Daily schedule where AskNicely automatically surveys a group of contacts you specify
This means you can
Integrate with Salesforce in three steps.
You are now setup.
You can create workflows to trigger a survey after any event in Salesforce. A common scenario is when a support case is closed which is built in to the AskNicely package.
If you have more advanced case management, you can edit the workflow to add your own custom logic as the package is highly configurable.
By default, we capture the following data from Salesforce:
When a customer responds to a survey, we update Salesforce in two places:
Case showing NPS response
Contact showing NPS history and status
You can also configure to trigger on a different object. E.g when a task is closed or some other business logic you have. All you need to do is tell our outbound message which fields to send us.
To track NPS for a specific segment of customers (ie. brand or relationship NPS), AskNicely can sync with a scheduled custom report and either survey all customers in that group or a fixed number on a daily basis.
This is particularly useful if you want to survey all customers, say, four times a year. Or, perhaps base surveys on particular points in a customer journey eg. 30 days after joining, then every six months going forward.
Reports should only contain a list of eligible contacts that you would like to survey. The report must have the following columns:
Additional columns (eg. segment, event, agent, account rep) can be added to further customize the survey content and support analytics in AskNicely (like leaderboards)
AskNicely will synchronize this report to AskNicely every night and survey according to the daily schedule settings eg. number of surveys to send each day, contact rule to prevent over-surveying
For Salesforce integration, AskNicely provides a dedicated technical representative to support the integration. Get in touch when you’re ready to get started.
To see AskNicely and Salesforce in action, book a live demo.