Convert NPS promoters into Salesforce Opportunities

Increase the amount of customers that you upsell by turning NPS promoters into Salesforce Opportunities.

About this template

NPS (Net Promoter Score) promoters are your best advocates for word of mouth referrals and online reviews. But they are also great candidates to sell additional products or services to. This journey creates an opportunity when someone responds to your NPS survey as a promoter. This way your customer success or sales team can focus on selling additional products or services to people that are the most likely to buy. This journey is made possible by Autopilot's Delighted integration. It allows you to send NPS surveys at exactly the right time and action customer feedback.
Tags: Customer Acquisition, Customer Retention, Software as a Service (SaaS), B2B Marketing, and Salesforce Marketing Automation
Integrations: Salesforce, Delighted, Slack

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey

Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Send Slack Message
Send a contextual Slack message to a Slack channel.

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