Salesforce managers capture pre-impact questionnaires into CRM records
Salesforce managers capture pre-impact questionnaires into CRM records
Salesforce managers lose questionnaire responses when entries aren't linked, harming program reporting. It links each response to the right contact and programme in the CRM, so program managers and evaluators begin review without manual delays.
Overview
Unlinked questionnaire responses create blind spots in program reporting and slow evaluation cycles. This workflow ties every pre-impact submission to the correct contact and programme in Salesforce, eliminating manual handoffs so program managers and evaluators begin analysis without delays.
Notable Features
- Link responses to contact records
- Attach questionnaires to programme records
- Notify program managers of responses