Getfeedback Flow Actions for Salesforce
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Time spent on data entry can be tedious and time-consuming for any sales team. Learn how to embed GetFeedback surveys within Salesforce Flow Actions to drive operational efficiency and increase accuracy of record updates, helping your on-the-go team automate data entry.
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Getfeedback Flow Actions for Salesforce
- 1. Increase Data Quality, Reduce Clicks, and Drive Key Business Processes with CRM Embedded Surveys GetFeedback Flow Templates
- 2. in revenue is lost every year due to inefficiencies from manual data entry 30% Data lies at the heart of your business Data influences critical business decisions. Manual data entry is time-consuming and creates a higher margin for error. Bad data can also result in a poor customer experience. Source: icrunchdata, Are Small Mistakes Making Your Business Data Inaccurate, 2017
- 3. How do you improve operational efficiencies and reduce errors?
- 4. GetFeedback for Salesforce Beautiful, branded, mobile-friendly surveys. In context, after every customer interaction, across any channel. Seamlessly integrated with Salesforce.
- 5. INTRODUCING GetFeedback Flow Templates Embed surveys directly in Salesforce screen flows to provide an easy-to-use interface that simplifies data collection from your teams. Using clicks instead of keystrokes, you can reduce input errors and garner higher quality data that improves business outcomes.
- 6. Modernize your data collection GetFeedback Flow Templates helps your business run more efficiently so you can improve your data and protect your bottom line. IMPROVE DATA QUALITY ✔ Easy-to-use surveys reduce manual input errors ✔ Survey logic customizes data for each scenario IMPROVE OPERATIONAL EFFICIENCY ✔ Surveys can be updated without coding changes ✔ Data is instantly captured in Salesforce ✔ Next steps are automated for streamlined workflows
- 7. How does it work? Launch GetFeedback Flow Templates in five simple steps. 1. Install GetFeedback Flow Actions from the Appexchange 2. Add the GetFeedback component to your screen flow 3. Build your survey in GetFeedback and attach to the component 4. Add variables for logic-based functions 5. Launch your Flow Action
- 8. Rapid Lead Qualification#1 Field Rep Partner Interview Product Recommendations When should GetFeedback Flow Templates be used? Let’s explore a few use cases to better understand when this functionality can and should be used. #2 #3
- 9. USE CASE #1 Rapid Lead Qualification
- 11. Flow Actions How We Built It
- 12. USE CASE #2 Field Rep Partner Interview
- 14. Flow Actions How We Built It
- 15. USE CASE #3 Product Recommendations
- 17. Flow Actions How We Built It
- 18. Stop by our booth to get more information and sign up for a free trial today. www.getfeedback.com/salesforce-events Want to learn more?
Editor's Notes
- SHONNAH: Data lies at the heart of your business and is used to influence critical decisions. To collect this information, most companies rely on manual data entry that is not only time-consuming but also creates a higher margin for error. A seemingly trivial mistake, like an extra space or punctuation mark, can actually skew your data substantially, which can have a serious impact on your business. In fact, companies lose almost 30% in revenue every year due to these inefficiencies (link).
- By replacing open text forms with surveys, businesses can guide employees through a process to increase operational efficiency and dramatically reduce data entry errors.
- SHONNAH: That’s where GetFeedback comes in. GetFeedback powers brands with the survey solution they need to exceed customer expectations. Build beautiful, branded, mobile-friendly surveys that are seamlessly integrated with Salesforce then customize your data mappings to easily manage your feedback and quickly surface actionable reporting. In addition to gathering customer feedback, this flexible tool can also guide you through complex business processes and improve operational efficiency. .
- SHONNAH: Embed surveys directly in Salesforce screen flows to provide an easy-to-use interface that simplifies data collection from your teams. Using clicks instead of keystrokes, you can reduce input errors and garner higher quality data that improves business outcomes.
- SHONNAH: GetFeedback Flow Templates helps your business to run more efficiently so you can improve your data and protect your bottom line. Improve data quality: Unlike manual data entry, surveys are visually appealing and easy-to-use. This reduces errors and provides higher quality data for your business. Survey logic takes users down different paths to customize data for each scenario Improve operational efficiency: Surveys can be easily updated in the GetFeedback app, which means zero coding changes required Data is immediately captured directly in Salesforce so it’s instantly accessible and actionable. Next steps, like support cases or upsell opportunities, are automated with GetFeedback Custom Mapping, Conditional Mapping, GetFeedback Actions and follow-on Flow nodes from 3rd parties
- DANNEL: So, how does it work? Set up is simple and you can launch Flow Actions in five simple steps. First, you’ll install GetFeedback Flow Actions. One quick point of clarification, Flow Actions are the components that brings the survey into your flow and Flow Templates are example projects using the Flow Action components. Then add the GetFeedback survey component to your screen flow Once that’s complete, you’ll use GetFeedback to build your survey and attach it to the component Then add variables for logic-based functions Then launch your Flow Action so your teams can start collecting data with ease
- A Sales Development Rep (SDR) connects with their prospect on the phone The SDR taps a Quick Action button on their Lead page layout to begin the process This launches a screen flow presenting a guided questionnaire using survey skip logic to display the appropriate next questions on the call based on prior answers After the call, lead is automatically updated with qualification outcome data per business rules baked into survey mapping rules
- A Regional Manager (RM) visits retail locations and speaks with the store manager In Salesforce1, the RM launches a screen flow to help guide the conversation The screen flow gathers the details of the location and its parent account, and launches a survey Based on which product lines are carried at the location, a customized questionnaire is shown RM discusses ability to sell more of existing product lines, or take on new product lines As the store manager provides responses, answers are input with a single tap At the end of the conversation, feedback data is synced to salesforce, and new opportunities are automatically created if the store manager expressed interest in purchasing more
- A Direct Sales Consultant in the Beauty industry meets in person with their client They are logged in to a Partner Portal via their tablet where they open their client’s contact record They launch a screen flow containing a needs assessment questionnaire, and hand the tablet to their client After completing the questionnaire, product preferences are automatically attached to the contact as a Custom Product Preferences Object Then, Einstein Product Recommendations kicks in and presents the client with a personalized list of recommended products The client adds products to the cart and completes the transaction right there on the spot
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