Drastically reduce the time, effort and cost of building surveys, scripts, forms and landing pages to create and/or update ANY Salesforce information.
Clicktools for AppExchange, voted Best Survey Tool of 2008 and 2009, was the first survey tool fully integrated with Salesforce and available on the AppExchange. Several years later it still provides the most powerful capability in the marketplace:
- Automatic synchronization based on close/submit
- Manual synchronization for 'failed' synchronization and bulk transfer
- Full error reporting and tracking
- Create/update standard fields and objects [such as Account, Contact, Opportunity etc.]
- Create/update custom fields and objects
- Create/update unlimited information from one survey/script
- Use any information to check whether information exists and then update rather than create [Upsert+]
- Conditional/Rule-based synchronization. E.g. only do X if the answer to question 1 is Y
- Support for Record Types and Person Accounts
- Deploy surveys using custom Salesforce reports
- Rated
on AppExchange
Clicktools for AppExchange is used across the whole of the Salesforce product set with popular applications including:
Support/Case surveys
Capture simple or complex feedback immediately after a case is closed and secure the information in the best place - directly against the case itself or in a custom object. Complete surveys by phone or email - the choice is yours.
Net Promoter®
Net Promoter asks customers how willing they are to recommend you to a friend or colleague. Based on responses, you can calculate your "Net Promoter Score". Clicktools has developed custom objects, reports and dashboards for organizations wishing to integrate the NPS approach with Salesforce. [Net Promoter is a registered trademark of Fred Reichheld, Bain & Company and Satmetrix Systems, Inc.]
Outbound/inbound Call-scripting
Clicktools isn't called "Call scripting on steroids" for no reason. Sure, there may be applications where the standard Salesforce scripting capability meets your needs. But, if you need the ability to launch personalized scripts from custom links/tabs/buttons including functionality such as conditional scripts, synchronization to multiple objects and full analysis of your results then Clicktools may just be that pick me up you need.
Customer Satisfaction/new customer/post-implementation surveys
You wouldn't look at your organizations financial results once every 12 months, so it's a mystery to us why so many organizations only ask their customers for feedback once a year. Integrating CRM with feedback enables you to advance from a time based feedback approach (e.g. yearly surveys) to an event-based program. Capturing feedback at key points in your lifecycle helps you to understand weak and strong points in your customer experience and prioritize improvements that will most positively impact advocacy, loyalty and profitability.
Complex Web2Lead
Whether you use Leads or Contacts and Accounts you can build and deploy any web2 form within minutes. Add responses to campaigns, allocate to Lead Queues, generate tasks for HOT! Responses. No programming, no html, no IT cost - just Clicktools for AppExchange.
Win/Loss Surveys
Find out why you lost (or perhaps more importantly why you won!) an Opportunity, enabling you to understand, measure and improve Sales effectiveness at an individual, team and organizational level.
Campaign Tracking
Automatically capture and update campaign records in Salesforce including Advanced Setup options. This works for leads, contacts who can be added to the campaign or their status amended as required.
Subscription Centers/opt-outs
Easily manage lead, contact or custom opt-outs and subscription centers to ensure no-one ever gets a communication they don't want.
Use the links below to find out more about Clicktools for AppExchange or request a free 30 day trial.
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