FluidSurveys Integrates with Salesforce

Easily Manage Your Customer Information

FluidSurveys has integrated with Salesforce to help you  manage your customers’ information!  Now when you use FluidSurveys to collect customer contact information and feedback, it updates automatically in your Salesforce account. This means less time doing data entry and more time focusing on sales.

For those of you who might be wondering, who is Salesforce? Salesforce.com is the enterprise cloud computing company that is leading the shift to the Social Enterprise. Their trusted cloud platform and apps—including their flagship CRM solution—help employees collaborate easily and connect with customers like never before.

Salesforce Integration Feature Highlights:

  • Automatically pull customer data from forms and surveys
  • Automatically update existing customer profiles in Salesforce
  • Add completed surveys, like the Net Promoter Score survey, directly into that customers’ profile page on your Salesforce Account
  • Push customer data from Salesforce into your FluidSurveys forms or surveys
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Get the Salesforce Add-on for your FluidSurveys Account

Having all this rich customer information in one place helps teams collaborate and leads to increased sales. To get the Salesforce integration in your FluidSurveys account, contact us today.

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If you want to learn more, check out the how-to post and watch this video below!

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Shannon McCluskey

Shannon is a marketing specialist at Fluidware. She is passionate about sharing knowledge on the latest survey insights and product features. Shannon is also very active in the local technology community, and mentors startups on marketing strategy.
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