Reason #2 to see Clicktools at DF14 — First and best CRM integration
Until then, let’s enjoy a little flashback. Last year, Forbes said Clicktools was one of the six coolest things at Dreamforce 2013. They put us on their short list because of the value in “Surveys you can really use.” The key factor: integration with Salesforce. As the article explained, Clicktools is “an easy-to-use tool that allows you to easily leverage your Salesforce database to field surveys whose results flow directly back into the individual customer record in Salesforce.”
That’s very cool and true, but it may pale in comparison with what we’re unveiling this year — the future of Clicktools and a new era of feedback in CRM. Be sure to stop by the Clicktools booth in the Cloud Expo (N1925) to see what we’re being so secretive about!
Reason #2 to VISIT THE CLICKTOOLS BOOTH at DF14 — FIRST & BEST CRM INTEGRATION
From the outset, Clicktools was designed to integrate customer feedback with CRM. We understand how important it is to collect this information in one place and make it available to everyone who needs it. No need for custom integration work or help from IT, point-and-click mapping enables users to synchronize feedback data anywhere in CRM, including custom objects and fields. You can use Clicktools to leverage the best of CRM, such as triggering workflows and building dashboards and analytics, to enhance the outcomes of your feedback program.
CRM Integration Highlights:
- Conditional mapping allows you to sync information to CRM based on how you want to react to different feedback. Define actions like creating a task or escalating a case when a low score is received. Eliminate the need to wait on IT to create workflows in your CRM as well, since it’s in your hands with Clicktools.
- Real-time integration syncs your responses to CRM as soon as the respondent hits “Submit.” No delays between feedback and action, which is critical to your customer’s experience and your staff’s ability to swiftly solve problems.
- Work in your CRM environment with data from Clicktools surveys. Your mappings can create new CRM records or populate fields, so that you can utilize it just like any other CRM data, including in standard reports and dashboards. You don’t even have to log into Clicktools to see it.
See you soon in San Francisco. Please ask us at booth N1925 about any of these capabilities or your particular feedback program requirements and challenges. Our experts will be on-hand to help.