Integrating Gravite.io with Salesforce enriches customer relationship management by bridging actionable insights from customer feedback directly with Salesforce’s robust CRM functionalities.

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This synergy enhances strategic decision-making and operational efficiency, leveraging Gravite.io’s data analysis prowess.

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Here’s a detailed guide on setting up and utilizing this integration:

• Feedback Submission: An intuitive form becomes accessible on Salesforce’s "deals," "contacts," and "company" pages for sales teams to submit user feedback efficiently. This ensures a streamlined process for gathering valuable insights directly within the CRM environment.
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• Customer Attribute Synchronization: Each piece of feedback is enriched with synchronized customer attributes from Salesforce, including essential details like First Name, Last Name, Email, Phone Number, Company Name, Deal Value, and Personas. This comprehensive data capture facilitates a deeper analysis of customer feedback and trends.
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• Insight Generation with "Revealer": Utilize the “Revealer” feature in Gravite to automatically generate insights on trending topics and customer pain points. This functionality parses through the feedback to highlight significant patterns and areas of interest.
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• Strategic Initiative Creation: Based on the insights identified, create targeted initiatives directly within Gravite. Each initiative can be tracked and managed from the “Initiatives” section, aligning team efforts towards addressing key feedback areas.
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• CRM Data Integration: The integration provides a clear view of the business impact of feedback topics, including metrics like the number of users impacted, ARR implications, and differentiation between customers and prospects. This visibility aids in prioritizing initiatives based on their potential business impact and customer satisfaction.
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• Progress Updates for Sales Teams: Sales personnel receive updates on the progress of strategic initiatives, ensuring alignment and informed engagement with customers based on the latest insights and strategic directions.

This comprehensive integration between Gravite.io and Salesforce streamlines the feedback analysis process, making it easier for businesses to act on customer insights and drive improvements in customer satisfaction and business performance.