Ratecard + Salesforce
Ask for feedback via Ratecard after new opportunities are lost in Salesforce
After losing a deal, you would like to know how your customer experienced your company and your team. This way, you know how to improve your sales process, so next time you won't make the same mistake. By asking for feedback via Ratecard after an opportunity is lost in Salesforce, you can measure, compare and benchmark a very important step within your sales process. This integration uses the opportunity stage "Closed Lost" within your Salesforce account, and gives you the opportunity to send a personalized feedback request (and a reminder, if necessary) immediately after the stage is changed, or with a delay that you set within Ratecard.
After losing a deal, you would like to know how your customer experienced your company and your team. This way, you know how to improve your sales process, so next time you won't make the same mistake. By asking for feedback via Ratecard after an opportunity is lost in Salesforce, you can measure, compare and benchmark a very important step within your sales process. This integration uses the opportunity stage "Closed Lost" within your Salesforce account, and gives you the opportunity to send a personalized 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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