Integrate Salesforce with Wootric
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.
Wootric is a service that can create customers surveys and turn their responses into a measurable metric of customer happiness called a Net Promoter Score (NPS). Wootric’s surveys are designed to get the most responses possible by being both simpler and less aggressive than traditional surveys. The data gathered from these surveys can be used to rate and segment customers as well as offer analytics about your customer base at large.
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 Wootric data to Amazon Redshift
Load your Wootric data to Google BigQuery
ETL all your Wootric data to Snowflake
Move your Wootric data to MySQL
Integrate Salesforce With Wootric 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.
Wootric's End Points
Track the data associated with your Wootric survey responses. This allows Wootric to both provide you with analytic data about your NPS and integrate that data with your CRM.
Wootric End Users
Interact with data about your end users - including their contact information, their relationship with your company (such as what plan or product they use) and the date they were last surveyed - to gauge how out-of-date your data about each user may be. Then, use this information to decide if/when they should be surveyed again.
Monitor which Wootric surveys were declined and by whom. This data includes the ID of the respondent, the survey ID and the time at which it was declined. You can then identify which surveys were unsuccessful and which customers are unlikely to respond to surveys. This can help to accurately segment your customers and better gauge where they are in their lifecycle with your company.