Medallia Xchange


Salesforce Sales and Service Cloud

By: Medallia

Combine CX and CRM for better insights and actions.

Having a complete understanding of your account relationships requires a combination of operational, transactional and experience data. For many organizations this information is separated between their CRM and CX platforms, creating in... CONTINUED BELOW


  • 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

Having a complete understanding of your account relationships requires a combination of operational, transactional and experience data. For many organizations this information is separated between their CRM and CX platforms, creating inefficient or even inaccurate account insights. Medallia for Salesforce provides a pre-configured bi-directional integration with Salesforce Sales and Service Clouds to power combined customer data insights and drive closed-loop feedback actions.

APP TYPE: Connector
SUITE: Customer ExperienceB2B Customer Experience
INDUSTRY: All Industries
LANGUAGES: EnglishFrenchGermanSpanishPortugueseJapaneseItalianCustom Translations Available
WHAT'S INCLUDED: 
  • Targeted invitation management - add or remove key decision makers and influencers from the Salesforce Account record to control the Medallia invitation list for feedback campaigns
  • Event-driven feedback management - pre-built automation rules that automatically trigger invitations based on key events in Salesforce
  • Push notifications - alert account team members or executives through direct notifications in Salesforce, via Chatter, or through email when key stakeholders provide feedback
  • Embedded experience insights - provide Salesforce users with visualizations of aggregated results and individual feedback details accessible on the Account record, as well as through custom reports & dashboards
  • Automated closed-loop feedback actions - assign follow-up cases in Salesforce based on feedback response rules configured in Medallia

Medallia

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.


      See All Reviews

      Filter by
      Sort By

      Please select one of the options below:

      You need to login to continue.

      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.