Medallia for Salesforce

Bring the Voice of the Customer and your NPS program into your Salesforce.com CRM. Put tailored customer insights and prioritized actions right at the fingertips of your Sales and Services teams – empowering every team member to enhance your customer experience.


Operational Customer Experience Management in Salesforce.com

Medallia for Salesforce puts your customer feedback into the hands of your sales and services teams right within Salesforce.com. The integration lets you:

  • Survey customers immediately after an interaction

  • Deliver tailored insights to frontline teams, highlighting which customers are at risk

  • Trigger recovery actions that create Salesforce cases and workflows

  • Sync Salesforce case management tickets with Medallia

  • Get a 360° view of customer satisfaction along with customer case histories

  • Link satisfaction and revenue data to illustrate the impact of customer loyalty

  • Provide seamless access to the Medallia platform through your Salesforce account
Medallia’s role-specific customer insights and recommended actions allow you to save at-risk accounts, nurture champions, build references, and identify upsell opportunities—all leading to increased revenue.
Employees can use a single system to seamlessly close support tickets, view contact and operational data, review feedback, and close the loop with unhappy customers. The solution scales with the most complex global enterprises, across hundreds of thousands of users, and in over 70 languages – ensuring that every employee is equipped to deliver experiences customers love.

Medallia for Sales Cloud®

Medallia’s integration gives account managers a comprehensive view of account health from within Salesforce, letting them use feedback from decision makers and influencers to close the loop with at-risk accounts. Sales executives can quickly see a 360° view of account health by account, product segment, business unit, region, or country. Most importantly, understanding account health helps entire sales teams better identify at-risk revenue and upsell opportunities.

Medallia for Service Cloud®

Through Medallia’s out-of-the-box integration, closing a case in Service Cloud automatically triggers delivery of a Medallia survey. This makes it easy for contact center agents to take action on customer feedback data natively within Salesforce. In one system without a separate login, employees can close support tickets, view contact and operational data, review feedback, and close the loop with unhappy customers. The solution scales with the most complex global enterprises across hundreds of thousands of users, ensuring that every employee is equipped to deliver an amazing experience.

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