CX Cards for Customer Service

Are you a Customer Service Manager or Customer Success Manager facing challenges in delivering a consistent, data-driven customer experience? Do you struggle with improving customer satisfaction and loyalty and achieving revenue growth all while managing high volumes of customer inquiries?

Integrate CX Cards for Microsoft Dynamics 365 Customer Service to gain a comprehensive view of the customer experience. Drill down into each customer’s satisfaction profile and history with just a few clicks. By capturing real-time feedback at critical touchpoints, you can enhance service quality, reduce response times, and resolve issues faster, ultimately boosting customer satisfaction and loyalty.

CX Cards for Customer Service automatically triggers personalized surveys via email or SMS at pivotal moments in the customer support journey—such as when a new case is created, resolved, or updated. Collect real-time feedback to measure customer satisfaction and gain actionable insights that will help you enhance service quality, reduce response times, and resolve issues faster.

CX Cards empower your support team to take immediate action on survey data. Automatically update case details, prioritize urgent issues, and trigger workflows to escalate unresolved cases—all based on customer feedback. This dynamic integration helps ensure that your customer service is always responsive and aligned with customer needs. Click the blue "Buy now" button above to get started with CX Cards for Microsoft Dynamics 365 and take customer service to the next level.

Key Features for Microsoft Dynamics 365 Customer Service:

• Survey Triggers at Critical Touchpoints: Automatically send surveys when key customer service events happen—like case creation, status changes, or resolution—ensuring you capture feedback exactly when it matters most.

• Customizable Conditions: Configure survey triggers based on specific case details, timeframes, or customer segments. For example, send follow-up surveys to customers with high-priority cases or after cases remain unresolved for a set period.

• Instant Feedback Actionability: Survey responses can automatically update Microsoft Dynamics 365 case records, adjust priority levels, or trigger escalations for urgent cases, ensuring no critical feedback goes unnoticed.

• Role-Based and Multi-Contact Surveys: Tailor surveys to reach the right people, whether you want to target the main contact, decision maker, or even multiple individuals involved in a case.

• Integrated with Microsoft Teams: Keep your support team in the loop by posting survey feedback and case updates directly to Microsoft Teams, helping teams collaborate faster on customer issues.

• Comprehensive Data Management: Store and analyze all survey responses within Microsoft Dynamics 365, ensuring you have a complete view of customer sentiment for continuous improvement.

Drive Service Excellence
Track and measure essential customer service metrics like Customer Satisfaction (CSAT), Customer Effort Score (CES), and Net Promoter Score (NPS). Use CX Cards’ powerful analytics to identify trends in customer feedback, allowing you to proactively improve service quality and customer loyalty.

Get Started with CX Cards for Customer Service
Easily integrate CX Cards with Microsoft Dynamics 365 to start capturing real-time feedback on your customer support performance. Contact us today to configure your Surveyapp account and deliver exceptional customer experiences.

Links

https://cx.cards

https://www.surveyapp.io