Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
Voice2insight
by Voice2insightSalesforcePaid
Captures field meeting notes by phone and sends transcribed records to Salesforce CRM and email.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACENot published
What it does
Field professionals call an automated service and record messages about meetings or customer visits. Voice2insight staff convert those recordings into written text and send the results through web services to the subscriber's email inbox and Salesforce CRM. The service supports capturing sales information for accounts, contacts, opportunities, tasks, events, custom objects and other Salesforce records.
Key capabilities
from the Salesforce AppExchange listingPhone message capture
Field professionals can call an automated service to record messages about meetings or customer visits.
Message transcription
Voice2insight staff convert recorded messages into written text.
Salesforce record updates
The service supports capturing or updating accounts, contacts, opportunities, tasks, events, custom objects and other Salesforce records.
Email delivery
Transcribed messages can be sent to the subscriber's email inbox.
Web service delivery
The service sends transcribed information through secure web services to Salesforce CRM and email.
Use cases
- A field professional can record meeting notes by phone before traveling to the next customer visit.
- A sales professional can capture client information from the field shortly after a meeting.
Who it's for
Field professionals, businesses and sales professionals.
In the catalog
642 plugins in Salesforce Platform · Productivity
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Voice2insight (V2i) is a US based call center, where field professionals call V2i’s automated system; leave a message regarding their meeting, and move on to their next task or customer visit. In the meantime, V2i staff transcribe the message and deliver the information via secure web services into the subscriber's …»