Portals

Unify your feedback data with Salesforce data by mapping survey responses back to any Salesforce object. Resolve customer issues by automatically triggering follow-ups with the appropriate person or team based on a single response. Create personalized survey experiences by merging Salesforce data such as a case number or service rep’s name directly into your survey questions. Enhance the world’s #1 customer service software with feedback data. Create Lifecycle Maps to account for different types of customer journeys. Customize each journey by identifying key stages of interaction where feedback is most valuable, and align specific surveys to those moments of interaction. Meet your customers where they are by surveying them immediately after service interactions to ensure you are gathering accurate feedback. With Salesforce Feedback Management, you can survey customers across various channels including email, post-chat, SMS, WhatsApp, Facebook, third-party websites, and in-app.

Agolix® by Assessment Generator offers software for creating customized online quizzes, assessments, and surveys. Choose from automated or custom scoring and provide respondent feedback via on-screen, email, and PDF. The software supports eight question formats: binary, drop-down, narrative, numeric, options, ranking, scale, and validation. With conditional logic, you can create dynamic assessments by showing or hiding questions based on set criteria. Add your logo and brand colors to personalize your assessments and feedback. Creating assessments is quick and easy with the help of a comprehensive user guide and excellent customer support, all provided free of charge. Engage potential clients by starting conversations with assessments, ideal for lead generation, client and employee onboarding, and coaching. By utilizing assessments, you establish credibility, build trust, identify high-quality clients, and generate revenue automatically.