Titan’s Salesforce Survey to Upgrade your Standard Surveys

Marinda K.

Masterful Salesforce Scribe with an eye for detail

Updated: Jan 9th, 2025

What are Salesforce Standard Surveys?

Salesforce Standard Surveys is a tool within the Salesforce platform that allows businesses to create and send out surveys to collect feedback from their customers, employees, or other contacts. This feature enables businesses to gather information on customer satisfaction, product or service quality and improvements, and overall market research.

The Salesforce survey can be sent out to customers via email or a website link, and responses are automatically collected and stored within Salesforce. The collected data can then be analyzed to gain insights into customer sentiment, preferences, and behavior. This information can be used to make informed business decisions, improve customer experiences, and drive growth.

Benefits of Salesforce’s Standard Surveys

There are several benefits to using Salesforce surveys as a tool for collecting customer feedback, including:

Surveys are an excellent way to gather insights from customers and make them feel valued. By asking for their feedback and opinions, businesses can build stronger relationships with their customers.

The data collected from surveys can provide businesses with actionable insights that can help them make informed decisions about their products, services, and customer experiences.

Salesforce Standard Surveys provides businesses with the ability to create customizable surveys with various question types, making it easier to get the specific feedback they need.

Since Salesforce Standard Surveys is integrated into the Salesforce platform, businesses can easily store and analyze survey data alongside other customer data, allowing them to gain a more comprehensive understanding of their customers.

Salesforce Survey: Standard Type Tips

You can create an effective survey for Salesforce that provides valuable insights into your customers’ needs and preferences by following these tips.

Clearly define the objectives of your survey and what you hope to achieve by collecting customer feedback.

Try to keep your survey as short and simple as possible. Customers are more likely to complete a survey that is quick and easy to answer, rather than one that is long and complicated.

Use simple and easy-to-understand language when creating your questions.

Use a mix of question types, such as multiple-choice, rating scales, and open-ended questions, to gather different types of feedback.

Avoid using leading questions that may influence or bias customer responses.

Test your survey with a small group of customers before sending it out to a larger audience.

Consider following up with customers after they complete the survey to thank them for their feedback and address any concerns they may have raised.

Run smart, personalized surveys by using merge fields and logic to tailor your questions to each respondent.

Use automation to capture continuous feedback and send survey invitations and reminders at the right time using flows and process builder.

Synchronize customer data back to Salesforce both manually and automatically and create or update records based on survey responses.

Don’t forget to offer incentives for completing the survey (this could be anything from a discount on a future purchase to a chance to win a prize) and to thank customers for their feedback. Customers appreciate being heard, so be sure to thank them for taking the time to complete your survey.

Downsides of Salesforce’s Standard Surveys

While Salesforce Standard Surveys are a useful tool for collecting customer feedback, businesses should be aware of the limitations and ensure that they meet their specific needs before investing time and resources into creating and implementing surveys.

Salesforce Standard Surveys offer a variety of question types, but there are limited options for customizing the look and feel of the survey. This can make it difficult to create a branded survey that matches your company’s style and tone.

While Salesforce Standard Surveys provide basic reporting and analysis features, they may not be sufficient for businesses that require more detailed insights and analysis.

Businesses must have a Salesforce account and the Salesforce Feedback Management license.

While Salesforce Standard Surveys can automate some aspects of the survey process, such as sending out survey invitations and reminders, there are limits to how much automation is possible.

Only 300 survey responses can be received before any additional purchase is required, and businesses cannot create reports with case objects and survey answers using basic survey functionality.

Survey responses cannot automatically be associated directly to contacts, leads, and other records in Salesforce without implementing Apex3.

Titan’s Alternative to Salesforce Survey Tools

Titan Survey is a comprehensive cloud-based survey tool that provides businesses with a range of features to create and manage surveys, making it an attractive alternative to Salesforce Standard Surveys for businesses looking for a more robust and flexible survey solution. With Titan Survey’s user-friendly interface, businesses can use a variety of question types, such as Likert scales, multiple-choice questions, open-ended and closed-ended questions, as well as rating and scale questions. They can also use advanced survey logic, such as branching and skip logic, to create personalized surveys to individual respondents based on their answers.

Here are some of the key features and benefits of Titan Survey as an alternative to Salesforce Standard Surveys:

Affordability

Titan Survey is more affordable than using Salesforce survey tools. Titan Survey offers a range of pricing plans, starting at $29 per month for the Basic plan and going up to $99 per month for the Professional plan. Each plan has different features and limits, such as the number of survey feedback received, the number of users, the branding options, the conditional logic, the admin dashboard, and more.

Customization

Titan Survey offers a range of customization options for businesses to tailor their surveys to match their brand and style. This includes customizable themes, logos, and question styles.

Reporting and Analysis

Titan Survey provides advanced reporting and analysis features, including real-time reports, data segmentation, and trend analysis.

Integration with other Tools

Titan Survey integrates with other business tools, including Salesforce, HubSpot, and Google Analytics, allowing businesses to collect survey data alongside other customer data for a more comprehensive view of customer insights.

Security and Compliance

Titan Survey is compliant with data protection regulations, such as GDPR and CCPA, ensuring that businesses can collect and store customer data securely.

Offline Survey Option

Unlike Salesforce, Titan Survey offers an offline survey option that allows businesses to collect feedback from customers without requiring an internet connection.

Mobile-friendly Surveys

Titan Survey provides mobile-friendly surveys that are optimized for different screen sizes, making it easier for customers to complete surveys on their mobile devices.

Multiple Distribution Options

Titan Survey offers multiple distribution options, such as email, social media, and website embedding, making it easier for businesses to reach a wider audience.

Automated Workflows

Titan Survey offers automated workflows for survey creation, distribution, and analysis, allowing businesses to save time and streamline the survey process.

Multi-language Support

Titan Survey provides multi-language support, allowing businesses to create surveys in multiple languages and gather feedback from a global audience.

Titan Survey may be a better option than Salesforce if you are looking for a simple and cost-effective solution for creating and distributing surveys.

Give Titan Survey a try today!

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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.