Feature studies

Capture Client Feedback — And Actually Do Something With It

Automatically send, collect, and analyze post-case surveys in Salesforce — tied to real agents and real action.

June 24, 2025

The Challenge

Most support surveys are disconnected from the actual work — sent by third-party tools, hard to connect to specific agents, and expensive to customize. Free-text responses often go unread, and issues get missed until it’s too late.

The Solution

We embed survey automation directly in Salesforce. After a case closes, a unique link is sent via email or SMS, tied to the case and its agents. Responses flow back to Salesforce, where they’re attributed to the right people, escalated if needed, and even analyzed using AI to detect tone or flag risky feedback.

The Impact

Teams get real-time visibility into client sentiment. Managers can coach based on actual feedback, not assumptions. No third-party survey fees, no blind spots — just clean, actionable insights.

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From "Hello" to "Thank you for coming" — all in one kiosk.

Attendance Tracking

Track who shows up — in real time, with zero paper

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