Feedback on autopilot via Salesforce

Measure and improve your experience. Get reviews to grow your business. Fully on autopilot via Salesforce.

Ratecard Integration Salesforce

Want to grow your business? No problem.

Choose any of our 100+ survey templates for candidate, customer, employee and supplier experience, and of you go. Ask for feedback and reviews on autopilot during one or more touchpoints within your processes via Salesforce. You'll improve every day, and will generate a lot of positive word-of-mouth. The solution to sustainable and organic growth.

Plug-and-play integration with Salesforce

Ask for feedback or a review on autopilot right after something happened within Salesforce, e.g. whenever a contact, lead opportunity, placement, project or vacancy status changes.

Pre-built surveys and triggers to get you started

We've built many surveys and triggers that you can use out-of-the-box to measure, improve and grow your business in a few clicks.

Personalised messages to increase response rate

The owner of the contact will be the sender of your messages. This way, messages feel human and high response rates are ensured. Also, the owner can be tracked back to the feedback collected.

Enrich & filter experience data in Salesforce

Our solution is fully integrated with Salesforce, so you don't have to switch between apps to experience the added value.

Experience data natively available

Our integration lets you update custom fields within Salesforce automatically, making sure your native data is up-to-date with latest experience data. And it can be used for filtering and searching as well. Nice, right?

Embedded charts, dashboards & tabs

We support embedded charts, dashboards and tabs for candidates, customers, employees and suppliers, so a unified experience is guaranteed for your users in Salesforce.
Experience tab in Salesforce with Ratecard

We support these events

Feedback on autopilot via Salesforce

Ask for feedback at the right time: right after something happened within Salesforce. And personalise your feedback request by using the owner of the event as sender dynamically. This way, you get honest feedback and achieve high response rates.

  • Contact status changed

    Contact status changed

    Ask for feedback when a contact status is changed in Salesforce

  • Lead status changed

    Lead status changed

    Ask for feedback when a lead status is changed in Salesforce

  • Meeting scheduled

    Meeting scheduled

    Ask for feedback whenever a meeting is scheduled in Salesforce

  • Opportunity status changed

    Opportunity status changed

    Ask for feedback when an opportunity status is changed in Salesforce

  • Placement status changed

    Placement status changed

    Ask for feedback when a placement status is changed in Salesforce

  • Project status changed

    Project status changed

    Ask for feedback when a project status is changed in Salesforce

  • Add feedback as a custom object

    Add feedback as a custom object

    Add feedback as a custom object in Salesforce when feedback is received

  • Add custom tab

    Add custom tab

    Add feedback as a custom tab on an account, lead or contact in Salesforce

  • Update custom field

    Update custom field

    Update a custom field in Salesforce when feedback is received

Want to know how to grow?Start your free trial today.

Proven survey templates

Ask the right question(s) via Salesforce

Measure CSAT, NPS and much more to know how your events are perceived with one of our many proven surveys. Search, filter and test flight our surveys here:

  • Interview

    Interview

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Discovery Call

    Discovery Call

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Follow-Up Call

    Follow-Up Call

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Product Demo

    Product Demo

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Onboarding Kick-Off

    Onboarding Kick-Off

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

  • Implementation

    Implementation

    This is a survey that lets you measure how your meeting is perceived. Try it out for yourself, and use it as a template.

Our reviews

What do Salesforce users say?

We use our own solution to collect real-time customer feedback, of course. Hereunder you'll find what our mutual customers have to say about our integration with Salesforce:

Searchable attributes, tabs & dashboards

Two-way integration with Salesforce

Our solution is fully integrated with Salesforce, so you don't have to switch between apps to experience the added value. Searchable attributes, filters, (preview) tabs and insightful dashboards will be available for each user within your Salesforce environment.

Experience tab in Salesforce with Ratecard

Ready to collect feedback viaSaleforce? Let's launch that rocket!

Start collecting feedback on autopilot via Salesforce today - it's that easy. Schedule a demo or start your free trial try for yourself - no strings attached.

Frequently asked questions

Can’t find the answer you’re looking for? Reach out to our support team, we'll be thrilled to help you!

What costs do you charge per survey that's sent?

We don't charge for surveys sent. Your plan includes an unlimited number of surveys sent.

Is the integration included in the price?

Of course, the integration is included. We'll help you set up the integration; no need for technical skills!

Is onboarding included in the price?

Yes, it is. We help you integrate your app or tool with Ratecard. Next, we'll help you set up your feedback program(s) - no string attached. You'll also receive an extensive walk-through of our app, if you like.