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

FinancialForce saves significant time with ClickTools

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

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