Discover Salesforce Lead Generation Surveys Today!

Jessica B.

Seasoned technical writer giving you top Salesforce Tips.

Updated: Jul 11th, 2025

Use surveys to capture potential customer details, identify prospects, and gather data that can be used for marketing campaigns and Salesforce lead enrichment. Lead generation surveys in Salesforce aim to gather information on the needs and preferences of consumers by asking them to provide their opinions, reviews, and rate specific services or products to see if they would be a good fit for your business offering.

Your goal should be to attract prospects and turn them into customers, which increases your sales and revenue. This is done through strategies such as email campaigns and advertising.

For your lead generation strategies to be effective, you need to have a deep understanding of your target audience’s wants and needs, mastery of the sales funnel, and how to channel leads through it. Using effective strategies, you can generate a steady stream of new customers and grow stable revenue over the long term.

There are a variety of methods that your business can use to generate leads, such as emails, social media, and search engine optimization. This article will focus on using surveys. Survey questions are used to collect data on the respondent’s personal information through the use of open and closed-ended questions. This data must be studied and analyzed to gain insight into customer demographics, occupation, industry, and purchase intent.

Salesforce Lead Generation Tools

Salesforce surveys for lead generation are designed to gather information about potential customers and turn those into sales leads. These surveys are conducted online and should capture details including; contact information, product or service preferences, and purchasing habits.

Your goal should be to identify people that would be interested in your product or service and are willing to purchase it. These would be your target survey leads.

When creating lead-generating surveys for Salesforce, it is vital to keep the following in mind:

Keep it brief and uncomplicated: Ensure your surveys are short and easy to complete. Avoid asking too many complex questions. Question types like a Likert scale or simple yes/no questions to gauge opinions and feelings are simple for people to complete.

Promote your survey: Make sure your target market knows about it and how they can complete it. Even the best surveys are pointless if no one knows about them. This can be done on your business website, social media, and email marketing campaigns.

Offer incentives: People are more likely to complete your survey if they are offered something in return. Consider offering discounts, samples, or other loyalty rewards for completing the survey. The more surveys that are completed the more leads can be generated.

Prioritize your target audience: Make sure your survey focuses on the right audience. This includes tailoring your language to the audience and asking questions that will resonate with them. This will result in higher-quality data yielded that can be used to study and analyze later.

Ask for consent: Ensure you always ask before collecting any personal details from respondents. These details can range from email addresses to phone numbers. By asking for consent, your business will build trust with potential leads.

Be sure to follow up: After the surveys are completed and you have collected the data, ensure your sales team follows up with potential leads promptly. By following up shortly after the survey the experience with your business is still fresh in respondents’ minds and can help turn leads into sales.

Include a call-to-action: Encourage respondents to continue to interact with your business after completing the survey. This could mean visiting your website or (hopefully) making a purchase.

In summary lead generation Salesforce surveys are a valuable tool for your business to generate leads, turn those leads into sales, and grow your customer base.

Lead Generation in Salesforce: Things to Consider

Now that it’s time for you to create your survey, what questions should you include? There are a variety of questions to choose from. Always consider the type of question and how much effort it takes to complete it. Creating a poll using a combination of nominal and scale questions provides predetermined options to choose from, making it easy for respondents to answer by clicking an option.

Questions to include for a lead generation survey are:

Which industry do you currently work in?

What is your occupation?

What is your job title?

What are your biggest challenges or pain points related to your job or industry?

Have you had interactions with our business previously?

Have you considered using our products or services in the past?

What factors do you consider purchasing a product or service like ours?

What is your budget for a product or service like ours?

What is your preferred contact method?

Is there an offering you need that we do not currently provide?

Ensure any questions that you use are relevant to your business and the information you are trying to collect. The survey should not only focus on capturing personal details but should help your business understand the wants and needs of your potential customers. This will assist when following up on the respondents by knowing what they are looking for and creating engaging marketing around that.

Looking for an Effective Survey Tool?

Easily create, automate, and track custom surveys to gain insight into your market using Titan’s drag-and-drop no-code survey builder for Salesforce. Titan’s offering for lead management in Salesforce include:

Customizable Survey Templates

Titan Survey offers a wide range of customizable survey templates that businesses can use to create surveys that match their branding and objectives quickly. There are a variety of question types to choose from.

Advanced Survey Logic

The platform enables businesses to use advanced survey logic, such as branching and skip logic to create surveys that are tailored to individual respondents based on their answers.

Multiple Distribution Options

Titan Survey enables businesses to distribute their surveys via email and social media, embed them in their websites, and more.

Real-Time Reporting and Analysis

The platform provides real-time tracking, reporting, and analytics that enables businesses to monitor survey responses and quickly identify trends and areas for improvement.

It’s time to go digital. Try Titan Survey today. Get in touch with us through one of our social media channels below.

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