Integrating Salesforce’s customer data with Merren’s feedback capabilities offers significant advantages for business growth. Gauge important metrics such as customer lifetime value (CLV) and detect churn. Link survey feedback to customer attributes and behaviors in Salesforce. Empower team to demonstrate the impact of an excellent customer experience on these important metrics. Leverage this integration to enhance performance across key metrics, including CES, CSAT, and NPS®.
Create your First Customer Feedback Campaign On Merren
Create a survey with templates:
Sign up for a 14 day free trial on Merren and get started on your first customer feedback campaign. View your dashboard and get access to multiple survey templates. You can customize it according to the goal of the feedback.
Click on create a survey and choose from existing templates, AI survey builder or create from scratch. Alternatively, you can also choose from our 200+ existing templates. You can customize it according to the research goals.
AI survey builder for an instant survey:
Marketers can access our AI survey builder and create a questionnaire of their choice in a few clicks. Merren’s AI survey builder can create questions as per your market research goals. You can access various types of surveys including brand awareness, testimonial collection form to buyer persona surveys. You can customize the scale rating from 3-point to 10-point scale as per your template requirements.
Create your first net promoter score survey:
Set your preferences in general, choose your campaign name, select the preferred language and category of your campaign. The net promoter score survey consists of a standard single question. The question also includes an open-ended segment to explain the reason behind the rating.
Preview your template on survey distribution channels:
Merren offers super fast survey distribution channels of WhatsApp survey, Facebook messenger survey, web chat bot and dynamic email. Demo test your survey across these mediums. You can view the results from the demo test on the dashboard.
How Does Salesforce Integration Work With Merren?
Salesforce integration can keep a track of events that revolve around your customers. This can go from attending detractors or cross selling products and services to brand advocates.
Deploy your surveys using Salesforce integration
Get started on your first integration on the Merren dashboard.
View your Merren dashboard and click on ‘deploy’ segment. You can view various survey distribution methods. This includes WhatsApp push, dynamic email, Facebook messenger, web chatbot or Salesforce integration. Click on Salesforce integration and get started on the dashboard.
Authorize the Salesforce integration and enable survey events on the dashboard.
You can now view the dashboard on triggering surveys when an event happens in Salesforce.
Choose the event and the course of action it will take. Confirm the condition as per the respondent details. You can choose your preferred method of survey distribution. Opt for either a WhatsApp push or a dynamic email.
Mapping your Salesforce events
Clients can view their mapping entries on the dashboard. They can either choose to start a new mapping entry or update existing entries. In the salesforce fields, you can choose questions from the drop down menu. All questions previously created will be visible in the menu. Click on +add another to add a new question.
Once you are ready with the survey questionnaires, name your campaigns and save your campaign details. Click on save and the dashboard will automatically deploy the survey.
View survey reports on the CX dashboard
The CX dashboard will give you an overview of the number of events triggered, sent and answered surveys. Your campaign will give you a bird’s eye view of the number of surveys started vis-a-vis the number of surveys completed. The entire process is automated and you can download reports for direct access.
Create Goal Based Campaigns on Merren
Automated workflows can help CX professionals close the feedback loop. It is easier to track unhappy customers, attend to their grievances and offer prompt resolution. This is made possible when workflows are systematic and automated. Create campaigns that offer in-depth customer data for continuous improvements. To get started with your first campaign, create a free account with Merren. Sign up for a 14 day free trial without any credit card details. You can also create an instant survey using our AI Survey Builder in a few clicks. Time to supercharge your customer experience protocols.