Securely integrate Salesforce with Delighted
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.
Delighted is a service that employs single question surveys to provide businesses with real-time customer feedback. Each survey question can have a rating scale for customers to select from as well as a section where customers have the option to leave a free-form comment. This provides both a numerical score - that can be collected to create a Net Promoter Score (NPS) - and useful customer feedback that Delighted can filter and search to retrieve the most useful responses for a given purpose.
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 Delighted data to Amazon Redshift
Load your Delighted data to Google BigQuery
ETL all your Delighted data to Snowflake
Move your Delighted data to MySQL
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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.
Delighted's End Points
Create a survey recipient, including their customer ID, email address and phone number. Then, you can customize your survey delays based on your customers’ needs and preferences, specifying how you want the surveys sent - via SMS or email - and how frequently you want them sent.
Delighted Survey Responses
Retrieve data from customer responses, including the score they selected, any comments they left in response to the survey and the person ID for the customer (which allows you to continue to track their responses). Additionally, use this data to create and update your Net Promoter Score, which can help provide customer analytics both within Delighted and in other data sources via integration.
View important metrics for your account like your NPS and the percentage of your respondents that identified as promoters, passives, or detractors. This provides a broader view of your survey performance that can help you determine your overall business performance.
When someone unsubscribes, you can maintain their previous survey response data and view their old emails. When integrated with other user data, this information can provide key business insights. It can also be used to run an array of business analyses, including predictive analytics.