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What is Salesforce Feedback Management?

Seamlessly integrate your feedback mechanisms with Salesforce by linking survey outcomes to any Salesforce object. Efficiently tackle customer issues by automatically initiating follow-ups with the appropriate individual or team based on specific survey responses. By embedding Salesforce data, such as case numbers or service representative names, you can enhance the personalization of your surveys and make them more relevant to each respondent. Elevate the leading customer service platform by leveraging valuable insights gathered from feedback. Create Lifecycle Maps that illustrate diverse customer journeys, allowing you to customize each path by identifying critical interaction points where feedback is essential and linking specific surveys to those moments. Engage customers effectively by conducting surveys immediately after service interactions, which ensures the collection of accurate and timely feedback. With Salesforce Feedback Management, you have the ability to reach customers through various channels, including email, SMS, post-chat, WhatsApp, Facebook, third-party websites, and in-app surveys, thereby optimizing your feedback collection strategy. This comprehensive approach guarantees that you stay closely aligned with your customers' evolving needs and preferences as they arise, fostering stronger relationships over time. Monitoring customer sentiment in real-time will enable proactive adjustments to your services and enhance overall satisfaction.

What is HappySat?

HappySat is a dedicated feedback collection platform tailored for Managed Service Providers (MSPs), streamlining the execution of both Customer Satisfaction (CSAT) and Net Promoter Score (NPS) surveys through its integration with Professional Services Automation (PSA) tools. The platform employs a user-friendly four-smiley-face scale to capture client feedback on routine tasks, projects, and onboarding experiences, while NPS surveys evaluate the overall satisfaction of clients. With features that offer real-time reporting and notifications, MSPs can promptly recognize successes and address any negative feedback that arises. The embedded survey option works seamlessly with prominent PSA systems such as ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, facilitating a quick setup and centralizing feedback management into existing workflows. HappySat can function as an independent solution or as a component of Invarosoft’s Stack Saver bundles, delivering a comprehensive tool for the collection and analysis of client feedback in a single platform. Additionally, this adaptability empowers MSPs to enhance their services continuously by leveraging the valuable insights gained from client feedback. By integrating client perspectives into their strategies, MSPs can foster stronger relationships with their customers and drive service improvements effectively.

Media

Media

Integrations Supported

Facebook
Salesforce

Integrations Supported

Autotask PSA
ConnectWise Automate
HaloPSA
Invarosoft
Kaseya 365
RepairShopr
Simplesat
Syncro

API Availability

API Availability

Pricing Information

$300 per 1,000 responses
Free Trial Offered?

Pricing Information

$49 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Company Location

United States

Company Website

www.salesforce.com/products/platform/products/feedback-management/

Company Facts

Organization Name

Invarosoft

Date Founded

2017

Company Location

United States

Company Website

www.invarosoft.com/happysat/

Categories and Features

Customer Feedback

Not specified

Categories and Features

Customer Feedback

Not specified

MSP

Not specified

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