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.

Plug-and-play integration with Salesforce

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

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

  • 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?Get your demo now.

Proven survey templates

Ask the right question(s) via Salesforce

  • 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?

Searchable attributes, tabs & dashboards

Two-way integration with Salesforce

Experience tab in Salesforce with Ratecard

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

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.