OKR Board for Salesforce by Oboard Reviews

Collaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!

Declarative Webhooks is a powerful no-code integration solution that enables Salesforce users to effortlessly configure two-way connections with external systems using an easy point-and-click interface, eliminating the need for custom coding. It functions like having Postman directly embedded in Salesforce, providing rapid and user-friendly API integration capabilities accessible to admins and non-developers alike. As a fully native Salesforce solution, Declarative Webhooks integrates tightly with platform features such as Flow, Process Builder, and Apex, allowing users to extend and automate their workflows seamlessly. The platform supports configuring webhook triggers and actions that facilitate real-time data synchronization and event-driven communication between Salesforce and third-party applications. A standout feature is the AI Integration Agent, which can automatically build integration templates by interpreting API documentation links, greatly reducing setup complexity and time. This intelligent automation removes the need for extensive developer involvement, empowering business users to manage integrations independently. Declarative Webhooks is ideal for businesses seeking faster, more efficient integration methods without sacrificing reliability or scalability. By embedding integration functionality natively within Salesforce, it maintains full compatibility with the platform’s security and governance standards. The solution streamlines integration projects, enabling organizations to connect critical systems and automate processes with minimal effort. Overall, Declarative Webhooks transforms how Salesforce users build and manage integrations, making it faster, easier, and more accessible than ever before.

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.