Securely integrate Salesforce with AskNicely
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
AskNicely is a survey tool that allows users to collect and act on real-time customer feedback using the net promoter score (NPS) framework. This helps them accurately understand their performance and increase their customer retention, reviews, and referrals.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your AskNicely data to Amazon Redshift
Load your AskNicely data to Google BigQuery
ETL all your AskNicely data to Snowflake
Move your AskNicely data to MySQL
Integrate Salesforce With AskNicely Today
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Salesforce's End Points
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
AskNicely's End Points
Use simple one-touch surveys to generate valuable customer feedback. Then, use this information to create and track your Net Promoter Score (NPS) based on product, channel, rep, etc. This can help provide customer analytics both within AskNicely and in other data sources.
Utilize the survey information both to better interact with your customers and to empower your team. With the survey results, your whole company can gain an accurate understanding of customer experience and your team can take immediate action to drive retention, upgrades, reviews and referrals.
Use your NPS to track your performance over time and see the impact that your marketing and sales campaigns are actually having on customer intent.
Increase the number of customer responses with AskNicely’s automations and optimizations. Then, integrate this customer feedback with other relevant data sources to get a comprehensive overview of your customers and improve your long-term business strategies.
View important metrics for your account like your NPS and the percentage of your respondents that had positive or negative survey responses. This provides a broader view of your survey performance that can help you determine your overall business performance.