Ratecard + Salesforce
Ask for feedback via Ratecard after deals are won in Salesforce
After winning any new deal, you would like to know how your customer experienced your company and your team. By asking for feedback via Ratecard after a deal is won in Salesforce, you can measure, compare and benchmark one of the most important steps within your sales process. This integration uses the opportunity stage "Closed Won" within your Salesforce account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the stage is changed, or with a delay that you set within Ratecard.
After winning any new deal, you would like to know how your customer experienced your company and your team. By asking for feedback via Ratecard after a deal is won in Salesforce, you can measure, compare and benchmark one of the most important steps within your sales process. This integration uses the opportunity stage "Closed Won" within your Salesforce account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the stage is changed, or with a delay that you set within Ratecard.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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