Sogolytics

The Sogolytics Salesforce App provides seamless integration between Sogolytics and Salesforce, enabling you to collect, manage, and act on feedback without leaving your CRM. Send surveys, capture responses, and enrich Salesforce records through a powerful bi-directional connection.

SEND PERSONALIZED SURVEYS

• Trigger email or SMS surveys to Leads and Contacts, whether for ad-hoc outreach or event-based feedback.
• Select from existing survey templates and deliver personalized invitations directly from Salesforce.

PRE-FILL SALESFORCE DATA

• Automatically pre-populate survey answers with Salesforce data for a smoother participant experience.
• Eliminate redundant questions and ensure data accuracy across all responses.

AUTOMATED REMINDERS

• Boost response rates with automated reminders for non-respondents.
• Configure multiple reminder sequences to maximize engagement and completion.

BI-DIRECTIONAL DATA INTEGRATION

• Seamlessly push survey responses back into Salesforce Objects in real time.
• Enrich CRM data with actionable insights, empowering teams to respond faster and make informed decisions.