Why you Need Surveys for Salesforce Forecasting in Sales

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 13th, 2025

A forecast from Salesforce surveys is an estimate of the amount of sales that your business could make in a given time period. These survey forecasts are generally created by staff in your sales teams and are used by executives to make accurate data-driven decisions regarding any sales strategies.

Follow us below as we explore many topics around Salesforce surveys, how they can help forecast sales, and why you need to master them in your business.

Benefits of Surveys for Forecasting in Salesforce

Let your sales teams use Salesforce surveys to create forecasts for detailed reports that can be used to improve business operations. Want to know how to use Salesforce Surveys successfully for forecasting? We have a few points below.

1. Analyze your Data in Real-Time

With Salesforce Surveys, you can collect feedback from customers in real-time. The automatic arrival of this type of data in your Salesforce database could help you make better forecasts earlier. You don’t have to wait for your database to sync at a specific time to start analyzing your data. Your sales staff can be confident that all customer data is current and ready to use.

2. Reliable Data Entry Solutions

Say goodbye to manually entering data into Salesforce. Your sales teams can view and access customer responses automatically synced to Salesforce from their distributed surveys. Now your Salesforce database can be accurate, neat, and free from any data entry errors like duplicates or grammar mistakes. Your teams will be productive and confident to share reports and forecasts that are correct and reliable.

3. Complete Analysis with Salesforce Forecasting Tools

An added benefit of working within the Salesforce ecosystem is that your Salesforce surveys will work extremely well with the analytics tools found in the CRM platform. You can seamlessly analyze your collected survey data to create forecasts and reports all in one system. There are many types of projections that you can make with customer responses. An important one includes understanding customer buying patterns to help your sales teams create meaningful sales forecasts from Salesforce.

Tips on Salesforce Sales Forecasting Reports

We all know that Sales are essential for keeping a business alive and running. So, learning how to control your superpower of predicting sales, profits, and expenses for your business is worth investing your time in.

Now that you know why you need surveys, let’s explore the Salesforce survey builder tools that can give your executives some clarity on how the business will perform in the near or distant future – Salesforce Forecast Reports.

Salesforce Forecast Reports rely on analyzing historical data, current trends, and other data that is related to sales figures. These tools are super convenient to add to your business workflow processes. Let us explain why. Join us below as we cover a few points.

1. Make Accurate Decisions Fast

With Salesforce Forecast Reports, you can start making decisions based on facts and resolutions that were made in the past, and you also receive a sales prediction in a visual format that is quick to comprehend. Some of the decisions that your managers can rapidly make with a Salesforce Forecast Report include allocating the correct employees to relevant projects or even planning a Salesforce stock forecast.

2. Better Financing of Projects with Forecasting for Salesforce

We touched on allocating employees to the project that is the right fit for them, but you can also use Salesforce Forecast Reports to assign budgets correctly to projects so that you do not waste any finances. For example, if your marketing teams need more money in the new business quarter compared to customer service, then you will know about it with a Salesforce Forecast Report. This way, you can streamline your resources and maximize your return on investments (ROI).

3. Bring on the Goals

With Forecast Salesforce Reports, you can set goals for your projects and sales targets with confidence since they are based on facts, historical data, and market trends rather than opinions. Teams will start to be empowered by realistic goals and targets that are achievable.

Salesforce Survey Limits

While Salesforce Survey functionality is powerful, it is not perfect. For an objective view, let’s take a look at some of the limitations of Salesforce Survey for reports.

Unfortunately, not all Salesforce editions support Salesforce Survey. If you have a version or edition of Salesforce without the Survey feature, you will have to integrate a 3rd-party application to help you build surveys.

Talking about 3rd-party apps, Salesforce Survey might not integrate well with those that you already have in your workflow processes. You might need to ask for technical help to integrate Salesforce Survey with the custom applications you have installed in your business.

The Salesforce platform is not a dedicated survey builder, so the features and tools that are provided might not be as advanced as the ones that are offered by dedicated survey builders. For example, you might be limited to the variety of question types you can access.

As we mentioned before, Salesforce Survey is not as strong as other dedicated survey builders. Another issue could arise if you need advanced logic in your surveys, such as complex branching or conditional logic.

According to online reviews, survey designers find that the Salesforce Survey interface is not as easy-to-use as other dedicated survey tools.

Salesforce Survey Integration

Salesforce has a variety of survey tools that come with some limitations. So, what other options are there out there? It’s good to have an understanding of the top-performing survey tools in the market so that you can choose the one that suits your business requirements the best.

For these reasons, we have collected a few survey tools that integrate extremely well. In no particular order, here are our top 3 options for collecting survey information for your Salesforce reports and forecasts.

Choose Titan Survey to measure customer satisfaction, gather feedback, and conduct market research. Our no-code survey tool for Salesforce can help you create intuitive surveys that take user experience to the next level!

Use a Salesforce SurveyMonkey integration to distribute your surveys and collect feedback from your customers. You can rest assured that your survey responses will sync back to Salesforce.

Try Qualtrics as your survey platform. It integrates well with Salesforce to collect and analyze your survey responses.  

These are only 3 powerful Salesforce-focused survey tools, but many more are in the market. Make sure to consider and evaluate the advantages of each app before making a decision. Each survey tool is priced differently and offers various basic or advanced features. You also want a survey tool that integrates well with the Salesforce version that you have in your software stack. Let us know if you need any help!

FAQ

And lastly, we have 3 questions below from our regular readers that might help you. We would like to share the answers here too. Let us know if you have a specific question in mind that needs an expert solution.

Does Salesforce have a forecasting tool?

Salesforce has many tools to help you with forecasting surveys and reports.

Are surveys used to forecast in Salesforce sales?

Yes they can be. Use a market research survey for example, to collect responses from customers. Your survey responses can then be analyzed and used to forecast market demand for a product or service.

What is forecasting in Salesforce?

Forecasting in Salesforce is a feature that enables businesses to predict future sales and revenue based on historical data, current trends, and various factors such as pipeline opportunities and team performance. It helps organizations allocate resources effectively by providing insights into projected sales targets and expected revenue streams. You can integrate opportunity forecasting into the overall forecasting process and gain understanding of your sales performance.

How is sales forecasting in Salesforce done?

Salesforce forecasts rely on opportunity data and their gross rollup. The Salesforce forecast tab can be used to view your opportunities which is a Salesforce survey object. You can also dive deeper into the opportunities to access individuals, mangers, operating unit, etc.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.