Case Study: FinancialForce achieves automated, Salesforce-integrated customer feedback with ClickTools

FinancialForce expands customer feedback program with ClickTools and saves significant time

FinancialForce, a provider of Salesforce-based ERP and cloud business apps, needed a faster and more integrated method for collecting and acting on customer feedback. Their previous standalone survey tool created heavy administrative overhead by requiring manual data exports and keeping responses separate from Salesforce. They partnered with ClickTools to solve this challenge.

ClickTools provided a deeply integrated solution that linked surveys and a web form directly into Salesforce contact records. This enabled agents to capture notes, auto-schedule follow-ups, and update multiple records with one click. The results for FinancialForce included an expanded feedback program, significant time savings, and stronger data security and reporting.

FinancialForce