Eliminating Data Silos With a Custom Salesforce App & Integration 🔄

Executive Summary

ClearlyRated, a leading provider of satisfaction surveys for clients, talent, and employees, serves some of the largest staffing firms worldwide. Despite the widespread use of Salesforce among these firms, ClearlyRated’s crucial data was not integrated into the Salesforce ecosystem. To address this gap, I developed a custom Salesforce (SFDC) application (link to app) for ClearlyRated, enabling seamless integration of their data directly within Salesforce. This integration has enhanced user engagement and reduced customer churn since its launch.

Client Background

Established in 2006, ClearlyRated provides client, talent, and employee satisfaction surveys and service quality research, primarily for staffing and recruiting agencies. The company is renowned for its innovative methodologies that help organizations measure and improve satisfaction levels across various professional service sectors.

Challenges Faced

ClearlyRated data is essential for businesses to enhance their reputation and improve service quality. However, this data was siloed within the ClearlyRated platform, preventing teams from easily viewing and analyzing it alongside other operational data in Salesforce.

Solution Implementation

In collaboration with ClearlyRated’s internal development team, I designed API specifications to efficiently transfer data into Salesforce without consuming excessive API calls. Working closely with ClearlyRated’s design team, we created an intuitive interface to display ClearlyRated’s data within Salesforce. The result is a fully integrated solution providing users seamless access to vital satisfaction survey data.

Challenges During Implementation

• Salesforce App Store Process: The application needed to pass Salesforce’s rigorous security review to be listed on the SFDC app store. Through meticulous preparation, we passed the review on the first attempt.
• Salesforce API Limits: Each ClearlyRated customer has a limited number of SFDC API calls per 24 hours. We utilized Salesforce’s batch API to minimize the number of API calls.
• Data Synchronization and Consistency: Ensuring synchronized data between ClearlyRated’s platform and Salesforce was challenging. Robust synchronization mechanisms and validation processes were implemented to maintain data consistency.
• Security and Compliance: Handling sensitive data required adherence to security and compliance standards, such as GDPR and CCPA. We implemented stringent security measures, including encryption and access controls.‍‍‍

Results and Benefits

The ClearlyRated SFDC app has led to several benefits:

• Increased User Stickiness: Users can more easily access and utilize ClearlyRated data within Salesforce, leading to higher engagement.
• Reduced Customer Churn: Seamless integration with SFDC and enhanced data accessibility have increased customer satisfaction and retention.
• Improved Decision-Making: Teams can now make data-driven decisions more effectively using insights from ClearlyRated surveys directly within Salesforce.

Client Feedback

"Thomas is wonderful to work with. He is fast, knowledgable, responsive, and overall just a really great resource for us when it comes to Salesforce. I can't recommend him highly enough!" - Nathan Goff, Chief Technology Officer

Conclusion

The integration of ClearlyRated data into Salesforce through a native SFDC application has transformed how ClearlyRated’s customers interact with and utilize their satisfaction survey data. This project has improved user engagement and customer retention for ClearlyRated while empowering their customers with better tools for data analysis and decision-making.

‍

Want to integrate your application with the Salesforce ecosystem? Click here to book a free consultation call.