CX Cards for Sales

Transform Your Sales Process with CX Cards for Microsoft Dynamics

Supercharge your sales efforts by integrating CX Cards directly into Microsoft Dynamics Sales. Seamlessly trigger Email or SMS surveys at key stages of the sales cycle, such as lead creation, opportunity updates, and deal closure, to gather real-time customer insights. These valuable touchpoints help you track customer sentiment, identify sales bottlenecks, and optimize your strategy for better outcomes. With CX Cards, you’ll stay connected to your prospects and clients, ensuring you never miss an opportunity to improve your sales interactions.

CX Cards make survey data immediately actionable. Use feedback to update lead or opportunity records, adjust deal stages, or even trigger follow-up actions to re-engage prospects. This real-time integration helps sales teams make data-driven decisions, boost conversion rates, and enhance customer relationships. Unlock the full potential of CX Cards for Microsoft Dynamics Sales today and start closing deals more effectively.

Key Features for Microsoft Dynamics Sales:

• Survey Triggers for Sales Milestones: Automatically send surveys when important sales events occur—such as new lead creation, opportunity stage changes, or after a deal closes—giving you timely insights into customer satisfaction and engagement.

• Tailored Survey Conditions: Customize your surveys to trigger based on specific criteria, like contacting new leads within the first few days or following up with prospects after key interactions in the sales pipeline.

• Actionable Feedback in Real Time: Automatically update opportunity stages, adjust lead scores, or trigger sales workflows based on survey responses, ensuring your CRM data stays accurate and your sales efforts stay aligned with customer needs.

• Targeted Surveys for Key Stakeholders: Send surveys to decision makers, influencers, or evaluators in the buying process, ensuring you gather feedback from the right people involved in each opportunity.

• Microsoft Teams Integration for Sales Collaboration: Keep your sales team informed by posting survey results and updates directly into Microsoft Teams channels, fostering collaboration and quick decision-making.

• Complete Data Logging for Analysis: All survey responses are stored in Microsoft Dynamics, providing your sales team with a rich source of data for evaluating customer preferences, improving sales pitches, and refining strategies.

Boost Your Sales Metrics
Measure critical sales KPIs, including Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES). Use CX Cards’ analytics to identify trends and opportunities within your pipeline, enabling you to close deals faster and with greater customer satisfaction.

Get Started with CX Cards for Microsoft Dynamics Sales
Easily integrate CX Cards into Microsoft Dynamics Sales and start turning customer insights into winning strategies. Contact us today to set up your Surveyapp account and optimize your sales performance.