Use Surveys to Create Customer Persona and Understand Salesforce Target Audience

Alice M.

Hawk-eye editor with a passion for trailblazing Salesforce experiences

Updated: Jan 9th, 2025

How much do you know about your target audience? And do you think finding out more about their preferences and behavior patterns would better equip your business? Customer persona surveys (also known as buyer persona surveys) empower you to discover everything you need to know about particular sections of your intended market by helping you understand their personas and habits.

Distributing a customer persona survey questions using the Salesforce survey tools has numerous benefits, such as integrating your data with the #1 CRM, helping to provide rich dashboards and analytics, automating workflows and follow-ups, and much more. In this article, we check out how customer persona surveys with Salesforce work and common use cases. We also present you with a market-leading survey alternative. Want all the juicy tips and details? Stay tuned and keep reading below to find out what is a customer persona report? And how to create one.

How do I send out a Customer Persona Survey with Salesforce?

Sending out a customer persona survey with Salesforce can be accomplished in a few simple steps. Firstly, it’s important to figure out who your intended buyer is and the kind of personal data you want to gather. So, for example, you need to know if you are targeting a particular age group of customers, an audience in a certain region, or a buyer with a specific problem or preference.

Next up, design your survey for Salesforce, including any question type you want. You can ask open-ended questions to find out what respondents do in their spare time or what their favorite products are. You can also ask close-ended questions such as yes/no or multiple choice questions to determine your respondent’s preferences and potential buying decisions, such as whether they shop online or in-store.

Send out your survey with Salesforce by choosing from various distribution methods, such as email or the web. Once your recipients have had the chance to respond, Salesforce gathers the data and stores it in the CRM. Salesforce has powerful tools to help you analyze and report on your survey data, empowering you to visualize and more deeply understand your customer persona. Armed with this information, you are in a great position to adjust the profile of your customer persona, tweak its features, and more accurately understand your market. Once you have done so, you can implement your dream marketing strategy to capture the imagination of your target buyer from the first point of interaction and convert leads to sales seamlessly.

Deeper Insight into Customer Personas

Customer persona surveys provide deep and meaningful insight into your target market, but how? We break it down via the following use cases:

Accurate Segmentation

Get accurate audience segmentation to better categorize them based on special preferences, common issues, desired products, purchasing behaviors, and much more. Once you have detailed insight into these market segments, your business can better target them in alignment with their needs and desires. With Salesforce survey, all this data is stored in one central location where you can pull analytics and reports on your focus customer persona.

Create Killer Content

Now you know what your buyer persona is looking for, you can aim to impress with content that matches their profile. Don’t market irrelevant material or content your customer will never read again. With Salesforce’s powerful automation tools, you can also ensure that the right content is sent to targeted individuals with their preferences and pain points in mind.

Develop Hot Products

Make sure that you develop products that suit the needs of your customer persona by gathering all their most important data. Once you have the right profile in mind, you can dedicate your ingenuity to enhancing the aspects of the product that the persona likes the most and mitigating those features they are not particularly interested in. With real-time Salesforce data, your survey responses can be integrated with other information on this customer persona to understand their product needs more accurately.

The Ultimate Customer Experience

Everyone wants to deliver the ultimate customer experience. But how can you achieve this if you don’t know what your customer really wants? Using customer persona surveys, you can ask about hobbies and interests, find out key demographics, and ask your target audience to rate their satisfaction with your product on a Likert scale. All respondent data can be fed back into Salesforce to understand your customer persona better and automatically adjust strategies and customer experience based on survey data received.

Stay Ahead of the Game

Stay ahead of the competition with customer persona surveys. These survey types help strengthen your market research and give you a good idea of top trends and buyer preferences. The best part about integrating this data with Salesforce is that the platform’s analytics and reporting tools provide you with rich and detailed insights into your competition and what steps you need to take to be a leader in your field.

Why not reach out today, and we can talk about targeting your desired customer persona?

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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.