SalesForce
Maximize customer satisfaction with Salesforce and Pluspoint
What is SalesForce?
Salesforce is a cloud-based customer relationship management (CRM) platform that enables businesses to work more efficiently and effectively across all departments. The platform brings together all aspects of customer engagement, including marketing, sales, commerce, service, and IT, into one unified system. The enterprise CRM standard, Salesforce is the system of record for many multi-location sales teams.
How Pluspoint works with SalesForce
Pluspoint and Salesforce work in tandem to help businesses gather feedback and optimize their sales strategy. Through the use of Pluspoint's customer feedback collection and analysis tools in conjunction with Salesforce's automation capabilities, businesses can enhance their sales strategy and achieve better results. Connected through Zapier or our open API, Pluspoint's reputation activity is triggered by, and visible against, real pipeline events.
What you can do with Pluspoint and SalesForce
- Whenever a new lead is created in Salesforce, Pluspoint can automatically send an email/SMS survey to the lead for feedback.
- Analyse customer data to gain insights into behaviour and preferences in Pluspoint, for more targeted and effective marketing efforts in Salesforce.
- After resolving a support case in Salesforce, Pluspoint can send a survey to the customer via WhatsApp to obtain a customer review.
What Pluspoint does
What Pluspoint manages for you on SalesForce.
✓ Connect via Zapier & API
Wire this tool to Pluspoint through Zapier or our open API — trigger reviews, sync contacts, and more.
Frequently asked questions
1. How does Pluspoint connect to Salesforce?
2. Can Salesforce automate review requests?
3. Is the Salesforce integration built for multiple locations?
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Get started with Pluspoint and SalesForce
Connect your tools and grow your local reputation from one platform.