{"id":53299,"date":"2021-06-21T21:52:13","date_gmt":"2021-06-21T21:52:13","guid":{"rendered":"https:\/\/inmoment.com\/integrations\/our-2-way-integration-salesforce\/"},"modified":"2023-03-29T06:49:28","modified_gmt":"2023-03-29T06:49:28","slug":"our-2-way-integration-salesforce","status":"publish","type":"page","link":"https:\/\/inmoment.com\/en-nz\/integrations\/our-2-way-integration-salesforce\/","title":{"rendered":"Salesforce"},"content":{"rendered":"\n<script type=\"text\/javascript\">jQuery(document).ready(function () {\n    jQuery(\".beaconDemo\").click(function (e) {\n      e.preventDefault();\n      window.wootric(\"run\");\n      console.log('survey initiated');\n    });\n  });<\/script>\n\n\n<section id=\"block-589b25cba0119bdf1b0b80458c6e87fe\" class=\"content-block single-paragraph-block alignwide has-background color-as-background background-albatross\" style=\"\">\n\t\t<div class=\"grid  grid-center \">\n\n\t\t\t<div class=\"col col-8 col-sm col-md \">\n\n\t\t\t\t\n\t\t\t\t\t<figure class=\"single-paragraph-icon\">\n\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/salesforce-sm.svg\" alt=\"Pearl-Plaza\" \/>\n\n\t\t\t\t\t<\/figure>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t<h5 class=\"eyebrow-heading eyebrow-heading-style-default-\"><\/h5>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"single-paragraph-heading color-dory\">Let feedback drive retention &amp; growth.<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"single-paragraph-content color-orca\"><p>Sales and Support conversations are transformed when teams have <a href=\"https:\/\/inmoment.com\/blog\/voice-of-the-customer-voc\/\">Voice of the Customer<\/a> data at their fingertips. Lead, Contact &amp; Account Level <a href=\"https:\/\/inmoment.com\/en-nz\/xi-terms\/net-promoter-score\/\">NPS<\/a>, <a href=\"https:\/\/inmoment.com\/en-nz\/xi-terms\/customer-satisfaction\/\">CSAT<\/a> &amp; <a href=\"https:\/\/inmoment.com\/en-nz\/xi-terms\/customer-effort-score\/\">CES<\/a> scores and comments are visible in real-time in <a href=\"https:\/\/www.salesforce.com\/au\/\" target=\"_blank\" rel=\"noopener\">Salesforce<\/a> records.<\/p>\n<\/div>\n\n\t\t\t\t\n\t\t\t<\/div> <!-- .col -->\n\n\t\t<\/div><!-- .grid -->\n\n\t<\/section>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"664\" height=\"556\" loading=\"lazy\" loading=\"lazy\" loading=\"lazy\" src=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-93.png\" alt=\"\" class=\"wp-image-26379\" srcset=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-93.png 664w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-93-300x251.png 300w\" sizes=\"auto, (max-width: 664px) 100vw, 664px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"776\" height=\"498\" loading=\"lazy\" loading=\"lazy\" loading=\"lazy\" src=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-92.png\" alt=\"\" class=\"wp-image-26386\" srcset=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-92.png 776w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-92-300x193.png 300w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-92-768x493.png 768w\" sizes=\"auto, (max-width: 776px) 100vw, 776px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n<section id=\"block-384ce15ab06e4e89475aab1c7bea5027\" class=\"content-block grid-container fifty-fifty-block fifty-text-media alignfull has-background color-as-background background-albatross\" style=\"\">\t<div class=\"grid text-left \">\n\n\t\t<div class=\"col col-sm col-md col-align-middle\">\n\n\t\t\t<div class=\"with-padding color-orca\">\n\n\t\t\t\t\n\t\n\t\t\t\t\t\t\t\t\t<h2 class=\"heading-text color-dory\">Monitor &amp; improve the customer journey with our 2-way integration.<\/h2>\n\t\t\t\t\n\t\t\t\t<hr style=\"border: 1px solid #EDF0F1; margin: 0 0 1.5rem;\" \/>\n<ul>\n<li>Trigger surveys on any object in Salesforce with workflows. For example, send a Customer Effort Score survey after onboarding, CSAT survey upon support case closure, or a Net Promoter Score survey 60 days prior to renewal.<\/li>\n<li>Send recurring surveys from Salesforce. For example, send an NPS email survey every 90 days.<\/li>\n<li>Customise surveys with Salesforce fields.<\/li>\n<li>Responses appear in Salesforce and in the Wootric analytics dashboard.<\/li>\n<li>Enterprise features you need: advanced set-up and Salesforce Sandbox ready.<\/li>\n<li>Get started in days, not months.<\/li>\n<\/ul>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t<\/div>\n\n\t\t<div class=\"col col-sm col_md col-middle\">\n\n\t\t<div >\n\t\t\t\t<img decoding=\"async\" width=\"2564\" height=\"1311\" src=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/customer-journey-mountain_1@2x.png\" class=\"fifty-image\" alt=\"CES CSAT PSAT NPS on customer journey mountain peaks\" srcset=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/customer-journey-mountain_1@2x.png 2564w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/customer-journey-mountain_1@2x-300x153.png 300w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/customer-journey-mountain_1@2x-1024x524.png 1024w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/customer-journey-mountain_1@2x-768x393.png 768w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/customer-journey-mountain_1@2x-1536x785.png 1536w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/customer-journey-mountain_1@2x-2048x1047.png 2048w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/customer-journey-mountain_1@2x-1920x982.png 1920w\" sizes=\"auto, (max-width: 2564px) 100vw, 2564px\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\n\t\t<\/div>\n\n\t<\/div>\n\n<\/section>\n\n\n\n<style>\n  .midpage-cta {\n    display: flex; \n    align-items: center; \n    justify-content: center; \n    padding: 30px 0;\n    flex-wrap: wrap;\n  }\n  \n  .paragraph {\n    margin-right: 10px;\n  }\n  \n  .button {\n    margin-left: 10px;\n  }\n  \n  @media (max-width: 430px) {\n    .button {\n      margin: 0;\n    }\n    \n    .paragraph {\n      margin: 0 0 10px;\n    }\n    \n    .midpage-cta {\n      flex-direction: column;\n    }\n  }\n<\/style>\n\n<div class=\"midpage-cta alignfull background-great-white\">\n  <div class=\"paragraph\">\n    <p>Contact our sales team!<\/p>\n  <\/div>\n  <div>\n    <a href=\"https:\/\/inmoment.com\/en-nz\/demo\/\" target=\"\" class=\"button background-tsunami color-albatross\" rel=\"noopener\">\n\t    <span>Book A Demo<\/span>\n    <\/a>\n  <\/div>\n<\/div>\n\n\n<section id=\"block-c987286347e48613bfd6bbdf6549dfbc\" class=\"content-block fifty-fifty-block fifty-media-text alignfull has-background color-as-background background-albatross\" style=\"\">\t<div class=\"grid text-left \">\n\n\t\t<div class=\"col col-sm col-md col-middle\">\n\t\t\t<div >\n\t\t\t\t<img decoding=\"async\" width=\"537\" height=\"122\" src=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-95.png\" class=\"fifty-image\" alt=\"\" srcset=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-95.png 537w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-95-300x68.png 300w\" sizes=\"auto, (max-width: 537px) 100vw, 537px\" loading=\"lazy\" \/>\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<div class=\"col col-sm col-md col-align-middle\">\n\n\t\t\t<div class=\"with-padding color-orca\">\n\n\t\t\t\t\n\t\n\t\t\t\t\t\t\t\t\t<h2 class=\"heading-text color-dory\">Hear from more customers. Survey in any channel.<\/h2>\n\t\t\t\t\n\t\t\t\t<hr style=\"border: 1px solid #EDF0F1; margin: 0 0 1.5rem;\" \/>\n<p>Use a multi-channel approach. Reach online customers with in-app surveys for high response rates. Use email to reach offline stakeholders.<\/p>\n<ul>\n<li>Web, mobile, Email and SMS<\/li>\n<li>Unified, consistent view of CX metrics across channels<\/li>\n<li>Intelligent sampling means a better experience for your customers<\/li>\n<\/ul>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t<\/div>\n\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"block-b1c1c8e1493d13d32366581e2b233319\" class=\"content-block single-paragraph-block u-pb-40 alignwide has-background color-as-background background-albatross\" style=\"\">\n\t\t<div class=\"grid  grid-center \">\n\n\t\t\t<div class=\"col col-8 col-sm col-md \">\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t<h5 class=\"eyebrow-heading eyebrow-heading-style-default-\"><\/h5>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"single-paragraph-heading color-dory\">Track account health with 7 pre-configured Salesforce Reports<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div> <!-- .col -->\n\n\t\t<\/div><!-- .grid -->\n\n\t<\/section>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1033\" height=\"506\" loading=\"lazy\" src=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/SF-Report-1.svg\" alt=\"\" class=\"wp-image-26414\"\/><\/figure><\/div>\n\n<section id=\"block-3c98c5298c93abc4ef6a87a828b002a7\" class=\"content-block fifty-fifty-block fifty-media-text alignfull has-background color-as-background background-great-white\" style=\"\">\t<div class=\"grid text-left \">\n\n\t\t<div class=\"col col-sm col-md col-middle\">\n\t\t\t<div >\n\t\t\t\t<object data=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/image-6.svg\" width=\"837\" height=\"468\" title=\"NPS trends dashboard\" > <\/object>\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<div class=\"col col-sm col-md col-align-middle\">\n\n\t\t\t<div class=\"with-padding color-orca\">\n\n\t\t\t\t\n\t\n\t\t\t\t\t\t\t\t\t<h2 class=\"heading-text color-dory\">Analyse all of your customer journey metrics in Pearl-Plaza.<\/h2>\n\t\t\t\t\n\t\t\t\t<hr style=\"border: 1px solid #EDF0F1; margin: 0 0 1.5rem;\" \/>\n<ul>\n<li>Net Promoter, CSAT and Customer Effort Score dashboards.<\/li>\n<li>Track CX metrics across channels, touch points, and across your entire customer base.<\/li>\n<li>View your rolling average metrics over time. Diagnose by your business drivers.<\/li>\n<li>Never miss a trend \u2013 automatically receive a continuous pulse of customer sentiment.<\/li>\n<li>Qualitative feedback is auto-categorised so you can learn why your customers love you or don\u2019t.<\/li>\n<\/ul>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t<\/div>\n\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"block-f96fe4e487f971d12eca89cb38a1e268\" class=\"content-block pull-quote-block alignfull image-quote-layout alignwide has-background color-as-background background-orca\" style=\"\">\t\t<div class=\"grid container\">\n\n\t\t\t\n\t\t\t\t\t\t\t\t\t<div class=\"quote-image col col-md col-6 col-align-middle\">\n\n\t\t\t\t\t\t<img decoding=\"async\" width=\"954\" height=\"842\" src=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/Zoom-Quote.png\" class=\"large\" alt=\"\" srcset=\"https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/Zoom-Quote.png 954w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/Zoom-Quote-300x265.png 300w, https:\/\/inmoment.com\/wp-content\/uploads\/2021\/06\/Zoom-Quote-768x678.png 768w\" sizes=\"auto, (max-width: 954px) 100vw, 954px\" loading=\"lazy\" \/>\n\t\t\t\t\t<\/div><!-- .quote-image -->\n\t\t\t\t\t\t\t\n\t\t\t\n\t\t\t<div class=\"col col-md col-align-middle quote-content col-6\t\t\tcol-first\t\t\t\">\n\t\t\t\t\t\t\t\t\t<div class=\"quote-text quote-tsunami color-albatross\">\n\t\t\t\t\t\t<p>To have this customer data and feedback at the fingertips of every Salesforce user in our organization is HUGE!\u201d<\/p>\n\t\t\t\t\t<\/div><!-- .quote-text -->\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"quote-attribution color-albatross\">Jim Mercer, Customer Success, Zoom<\/p>\n\t\t\t\t\n\t\t\t<\/div><!-- .quote-content -->\n\n\t\t<\/div><!-- .container -->\n\t<\/section><!-- .pull-quote-block -->\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contact our sales team! Book A Demo<\/p>\n","protected":false},"author":28,"featured_media":9202,"parent":10570,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-53299","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/pages\/53299","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/users\/28"}],"replies":[{"embeddable":true,"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/comments?post=53299"}],"version-history":[{"count":0,"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/pages\/53299\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/pages\/10570"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/media\/9202"}],"wp:attachment":[{"href":"https:\/\/inmoment.com\/en-nz\/wp-json\/wp\/v2\/media?parent=53299"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}