Salesforce Integration

Intro

Deskroom now supports Salesforce integration.

From the countless customer support records and business-related properties, you can extract only the information you truly need and find insights for product improvement and cost reduction.

Why we made this

Salesforce is a highly extensible platform that gathers diverse information in one place, including customer support, transaction history, and acquisition channels.

But it is not easy to sift only the important information out of this vast data and make decisions about the customer experience. Refining the data yourself requires development resources, and classifying unstructured data such as customer support records is difficult.

Deskroom distills only "the core insights you need for decisions right now" from complex Salesforce data, so you can quickly diagnose your customer experience and turn it into concrete action.

Use cases

When you want to identify the cause of a monthly CSAT score decline

• Based on the support records in Salesforce, VOC types can be automatically classified, and you can analyze the key keywords of cases that received low scores.

When you want to know why a VIP customer churned

• You can integrate that customer's past tickets, purchase/cancellation history, and even the content of the support they received to track the signals and causes of customer churn.

When you want to analyze VOC reactions by marketing campaign

• Gather only the support records of customers tagged with a campaign to compare the VOC of customers by campaign, both quantitatively and qualitatively.

How to use

Leave an adoption inquiry in Deskroom. Deskroom's engineers will quickly extract only the properties you need from Salesforce and provide only the data essential for decision-making and dashboards, refined and ready.

• Process data according to your desired criteria, such as support history, transaction history, and customer segments,
• Have AI structure unstructured support content and convert it into VOC, and
• Visualize CX metrics with analysis criteria tailored to each organization.

If you have an important decision-making agenda for your customer experience right now, analyze your Salesforce data with Deskroom.