Medallia Xchange

Microsoft Dynamics 365 Connector

By: apps

Combine CX and CRM for better insights and actions

Business Impact

Increased understanding and organizational alignment with your customers' view of the account relationship.
Improved identification of key account advocates and detractors based on real-time feedback captured by account teams at key business moments (before renewal, product launch, QBR, etc.).
Happier, more profitable customers driven by greater account visibility, deeper understanding of customer issues and needs, and improved response times.

Overview

Medallia for Microsoft Dynamics 365. Medallia's connector for Microsoft allows joint clients with Microsoft Dynamics 365 to gain a complete view of customers. Dynamics 365 users will see enriched CRM data with customer experience insights using a bi-directional flow of information, providing contextual access to experience insights so customer-facing teams have a more accurate understanding of their account relationships.

APP TYPE: Connector

SUITE: Customer Experience

INDUSTRY: All Industries

LANGUAGES: EnglishFrenchGermanSpanishPortugueseJapaneseItalianCustom Translations Available

WHAT'S INCLUDED:

Bi-directional flow of Medallia CX data and Microsoft CRM data.
Event driven feedback management: use prebuilt flows in Power Automate to automatically trigger experience feedback invitations.
Voice of Customer in Dynamics: store Medallia Customer Experience insights in Dynamics with prebuilt feedback entity.
Secure, API-based Connector: Microsoft connector for Medallia makes it easy to establish a secure, API-based connection between the two systems.
Close the loop: follow up with customers by creating cases, tasks or notifications based on detractor alerts from Medallia.

apps

About This Provider

Medallia is the pioneer and market leader in customer, employee, citizen, and patient experience. As the No. 1 enterprise experience platform, Medallia Experience Cloud is the experience system of record that makes all other applications customer and employee aware. The platform captures billions of experience signals across interactions including all voice, video, digital, IoT, social media, and corporate-messaging tools. Medallia uses proprietary artificial intelligence and machine learning technology to automatically reveal predictive insights that drive powerful business actions and outcomes. Medallia customers reduce churn, turn detractors into promoters and buyers, create in-the-moment cross-sell and up-sell opportunities, and drive revenue-impacting business decisions, providing clear and potent returns on investment. Learn more about our values.

(0)

RATING DISTRIBUTION:

Most helpful positive review

Most helpful critical review

See All Reviews

Filter by

Sort By

We take abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.