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Unify Customer Data for Deeper Insights and Enhanced Engagement with Qualtrics XM and Salesforce Integration
Bridge Qualtrics Experience Management (XM) Platform and Salesforce data to Improvado in just a few steps.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Qualtrics Experience Management (XM) Platform enables organizations to collect, analyze, and act on data across customer, employee, product, and brand experiences. Its advanced survey engine supports complex logic and multi-channel distribution, while real-time dashboards and AI-driven text analytics uncover patterns within unstructured feedback. Given that analytics teams spend 60-80% of their time on data preparation, Qualtrics streamlines this process through automated data cleansing and integration capabilities.
The platform's robust APIs facilitate seamless connection to external data sources, enhancing data completeness and accuracy. Integration with Improvado further accelerates workflows by centralizing data pipelines, resulting in a 5× faster time-to-insight. This efficiency allows analytics teams to focus on deriving actionable strategies rather than manual data wrangling, making Qualtrics a critical tool in experience optimization initiatives.
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Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing processes. By centralizing customer data, it improves collaboration and decision-making, driving revenue growth and operational efficiency.
Businesses using Salesforce benefit from real-time insights and automated workflows that reduce manual tasks. When integrated with Improvado, data accuracy improves significantly, eliminating 99% of discrepancies and ensuring reliable reporting across all channels.
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The Qualtrics Experience Management (XM) Platform integrated with Salesforce offers a comprehensive dashboard that centralizes customer insights and operational data. Users can track real-time feedback alongside sales metrics, enabling informed decision-making. This integration supports 40-65% lower marketing analytics costs by reducing data silos and manual reporting.
The Qualtrics XM Platform connects directly with Salesforce via APIs, enabling real-time survey distribution and feedback collection within Salesforce workflows to enhance customer experience management.
Integrating these platforms streamlines customer insights by combining Qualtrics’ feedback data with Salesforce’s CRM records, improving decision-making and personalizing customer interactions effectively.
Setup involves configuring API access in Salesforce, linking Qualtrics survey projects to Salesforce objects, and mapping data fields; tools like Improvado can simplify data harmonization during this process.
Data synchronization occurs through scheduled API calls or event triggers, ensuring survey responses update Salesforce records promptly; Improvado enhances this by automating data aggregation across platforms.
Yes, Improvado specializes in streamlining data integration, reducing manual work by centralizing and normalizing Qualtrics and Salesforce data for better analytics and reporting. </
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