7 Best Custom Survey Tools that Integrate with Salesforce

Salesforce survey tools offer customer survey solutions and have taken off as the hot ‘it’ tool for teams who want to ensure automated, customized feedback. Everyone wants the #1 CRM tool managing their survey data, but between endless ads, spamming, and a market inundated with options, where do you start when choosing a Salesforce survey tool that is right for you and your company? And how do you gather the opinions and review information you need to carry out quality market research?

Luckily it’s not our first time at the rodeo, and we know something about creating dynamic surveys for Salesforce. For this article, we have selected 7 of the best survey tools for Salesforce based on features, support, Salesforce survey pricing, and performance. 

Why Salesforce Surveys Solutions Software?

Surveys help businesses figure out their strengths, pinpoint weaknesses, and create products that people want to buy. Every industry needs them, and which company wouldn’t benefit from constructive feedback from clients and employees in simple survey solutions? 

You must be thinking there are a host of great online survey tools such as Qualaroo, Picreel, and Google Forms, so why bother with a Salesforce survey?

Well, for one, many of you might be using Salesforce as your CRM anyway, and in that case, it only makes sense to connect feedback to your existing Salesforce records. 

But if you aren’t using Salesforce, why start? Well, Salesforce provides automated processes, instant feedback, rich analytics, flexible designs, high-quality survey data in real-time, and sophisticated logic to customize questions for specific survey takers. 

Salesforce provides some of its own survey tools; see Salesforce Surveys and Feedback Management, which we will discuss a little later. But this isn’t your only option, and there are a range of powerful survey tools designed to integrate with Salesforce and optimize your survey data.

Survey Solutions Reviews: Pros, Cons, Survey Pricing, and more…

Titan Survey

Last but not least, we are also in the game of delivering smart, streamlined survey solutions for Salesforce. Partnering with Salesforce, Titan is a game-changer survey solutions software in the industry and is making the world’s number #1 CRM accessible and effortless for anyone to use. Easily set up, automate, track, and collaborate on surveys with Titan’s code-free Salesforce survey builder.

Pros

• Robust Data Collection using zero code.
• Easy drag-and-drop functionality.
• Choose from a wide range of fields to capture data such as text, date, time, picklists, Lookups, and rankings.
• Responses are pushed to Salesforce in real time allowing you to act quickly on critical feedback.
• Pull data from Salesforce to create more intelligent surveys and carry out thorough analysis of your customers
• Distribute your surveys the way you want, through email, text message, and web channels.
• Clean, seamless Salesforce automation based on reports, objects, and custom logic.
• Ask personalized questions based on individual responses and convert leads.
• Expansive analytics and dashboards make your survey data more valuable.
• Cost-effective.
• Any question type you can think of including Likert scale questions, yes/no questions, nominal questions, and more!

Cons

• Well, mainly we ride donkeys and munch on hay…. But hey, it never got in the way of our data collection before

Features

• Optimized for Lightning Experience.
• Apps, tabs, and objects in this package don’t count against org limits.
• Supports orgs where Multiple Currencies are enabled.
• Supports orgs where Person Accounts are enabled.

Price

• Free: Basic no-code survey builder made for Salesforce.
• Teams: Advanced no-code survey builder made for Salesforce teams, $12/month/user, Billed annually or $17/month/user Billed monthly.
• Business Pro: Enterprise level no code survey builder made for Salesforce teams, contact Titan directly for details.

Verdict:

We might be slightly biased on this one, but if you want a robust, easy-to-use, and cost-effective survey solution for Salesforce, then look no further. For a best-of-breed product, value for money, and top-notch support Titan is a great option.

SurveyMonkey

Let’s talk about some of our favorite survey tools for Salesforce. Below we break down the pros and cons of each option and let you know if they will break the bank. 

SurveyMonkey is a big player in the survey industry, and there’s a good chance you have heard of their tools or even used them already. The SurveyMonkey and Salesforce integration is one of their key offerings, but does the product quality back up the brand?

Pros and Cons of Survey Monkey

Pros of SurveyMonkey

• Send surveys based on automated triggers from standard and custom objects in Salesforce.
• Map SurveyMonkey surveys to any existing Salesforce object.
• Feedback can be analyzed in real-time in your Salesforce database to learn more about your customers and prospects.
• Create dashboards and reports.
• Plug and play functionality means no training is required.
• Automated surveys enable you to convert leads.
• Strong range of survey templates to choose from.
• AI calculates completion rates for surveys, and helps you improve upon pain points.
• Custom logic, which is dependent on customer response.
• Translation tools, enabling the survey to bridge language barriers.
• Can handle qualitative and not just quantitative data.

Cons of SurveyMonkey

• Design-wise, a bit outdated.
• Dated look means respondents are not encouraged to complete the survey.
• Advanced functionalities are expensive
• Some reviews suggest glitches in their website.

Features for Salesforce

• Compatible with Enterprise, Unlimited, and Developer Editions.
• Optimized for Lightning Experience.
• Apps, tabs, and objects in this package don’t count against org limits.

Survey Price

• Team Advantage Plan: +/- 24 dollars per user per month, starting at 3 users, billed annually.
• Team Premier Plan: +/- 54 dollars per user per month, starting at 3 users, billed annually.

Verdict:

A solid option if you are willing to look past the design and pay a little extra for advanced features.

Check out our Smart Salesforce Survey Tools: Titan Versus Survey Monkey article to learn more.

Formstack

Formstack calls itself a ‘workplace productivity platform’ and the company is all about delivering a range of business solutions to help you automate workflows, and speed up processes. Their products can be used to create online surveys, which are Salesforce-integrated, and require zero code.

Pros of Formstack

• Easy drag-and-drop builder.
• Build mobile-responsive surveys.
• Surveys can be embedded on your website, shared on social media, sent via email, or conducted in person.
• Conditional Logic and Conversion Kit are both designed to convert leads.
• Integrated with Salesforce, Microsoft‍, Dropbox, and many more top companies.
• Wide range of design and CSS tools.
• Has tools to help you figure out which fields are causing respondents to abandon the survey.

Cons of Formstack

• Several reviews suggest that online support isn’t great.
• Upon visiting the Formstack website, it’s really hard to chat to anyone who isn’t a bot.

Features for Salesforce

• Compatible with Enterprise, Unlimited, and Developer Editions.
• Optimized for Lightning Experience.
• Apps, tabs, and objects in this package don’t count against org limits.
• Built 100% on the Lightning Platform, providing reliability and performance.
• Supports orgs where Person Accounts is enabled.

Price

• Pro Plan: 3 users at $585/ month

Verdict:

Useful no code drag-and-drop functionalities, but be prepared to deal with automated support, and AI, rather than chat to actual human beings. 

Check out our Dynamic Salesforce Forms: Titan Versus Formstack Forms article to learn more.

Get Feedback

For those of you who don’t know, Survey Monkey actually purchased Get Feedback in 2019. Unlike Survey Monkey, Get Feedback was specially designed for the Salesforce survey ecosystem, and it’s really good at collecting customer experience data in their CRM.

Pros of Get Feedback

• Create surveys that design-wise complement your brand.
• Customize and personalize surveys through using Salesforce data.
• Increase response rates, and zone in on customer behaviors with Salesforce Data.
• You can check out your global Net Promoter Score® (NPS), Customer Satisfaction Score (CSAT), Customer Effort Score (CES), or Goal Completion Rate (GCR).
• Feedback can be sent via a number of channels such as Slack, Jira, and Salesforce.

Cons of Get Feedback

• According to multiple reviews, this product is on the pricey side.
• Their pricing for a Salesforce integration is not available on their website. To get a quote, you need to request a demo.

Features for Salesforce

• Compatible with Enterprise, Unlimited, and Developer Editions
• Optimized for Lightning Experience
• Supports orgs where Person Accounts is enabled

Price

Pricing is done via quote.

Verdict:

One of the best products of its kind, but look out for any nasty surprises when you get a quotation. 

Check out our Smart Salesforce Surveys: Titan Versus GetFeedback article to learn more.

Salesforce Surveys and Feedback Management

Salesforce itself has had a go at creating Salesforce survey tools, taking the form of its Surveys and Feedback Management. There are three types of licenses: Survey Response Pack, Salesforce Feedback Management – Starter, and Salesforce Feedback Management – Growth.

Pros of Salesforce Surveys and Feedback Management

• After Enabling Surveys in your org, you can grant users inside your org permission to make and share surveys, as well as take a look at survey records.
• You can set up custom permissions for Feedback Management users.
• Customize the brand of your survey and choose from a decent range of question types.
• Customize respondents’ experience through conditional logic.
• Add Net Promoter Score (NPS), and customer satisfaction (CSAT) scores to your org.
• The Survey Builder’s ‘Analyze’ tab can be used to analyze data and responses.
• Create bespoke reports based on specific survey objects.
• Translation tools for a globally accessible survey experience.

Cons of Salesforce Surveys and Feedback Management

• Some of the solutions require coding experience and are complicated to set up.
• The tools are not always up to the challenge of capturing and reporting on all data.

Features for Salesforce

• Available in both Salesforce Classic (not available in all orgs) and Lightning Experience.
• Available by default in: Enterprise, Performance, and Unlimited, Developer Editions.

Price

• Salesforce Survey Response Pack: $420 per 1000 responses annually. This is an add-on to your regular Salesforce License.

Verdict:

These are useful tools but Salesforce Surveys are not always robust enough to capture and report on all survey data. Also, while Salesforce is a world-leader, it doesn’t get full marks for usability.  

Survey Force by Salesforce Labs

Salesforce Labs is a pretty cool program for Salesforce: We Bring Companies and Customers Together engineers, professional services staff, and other employees to share AppExchange apps. These apps come directly from work these individuals have done with customers of all backgrounds. As a result, there is a wide range of solutions that can be used across diverse markets. And did we mention it’s free?

Pros

• I mean who doesn’t like free things?
• Nifty drag-and-drop functionality.
• Templates for both email and web
• Leverage reports and dashboards to analyze survey results

Cons

• Well it’s free but unfortunately this app is not managed and also cannot be certified.
• Because of the above, the app cannot be installed in Professional Edition.

Features for Salesforce

• Optimized for Lightning Experience.
• Compatible with Enterprise, Unlimited, and Developer Editions.
• View and edit this package’s code and metadata.
• Built 100% on the Lightning Platform, providing reliability and performance.

Price

• Free.

Verdict:

If you don’t have a budget to speak of, and want to check out Salesforce surveys, Survey Force Salesforce is worth a try.
You are going in with the knowledge that the product lacks certification, so don’t complain if the product quality is uneven.

Typeform

Typeform is a well-established provider of online surveys and forms. Established in 2012, it integrates with big brands like Slack, Google, and, of course, Salesforce. Their solutions are boldly marketed as the opposite of boring, and like many of the products we have discussed, they pride themselves on being able to customize the survey experience.

Pros of Typeform

• Good range of question types.
• Tailored follow up questions.
• Adept with qualitative data.
• Online survey responses can be synced with tools like Google Sheets and Zapier.
• Fully integrated with Salesforce.
• Helps to bring data together from different channels.
• Solid reporting and analysis features, so you can get a handle on your survey data.
• Track survey results in real time.
• Great features like online polls and question branching.

Cons of Typeform

• Word online is that it’s pretty complicated to create sophisticated surveys.
• Apparently, it’s also a pain to change your payment structure.

Features

• Optimized for Lightning Experience.
• Apps, tabs, and objects in this package don’t count against org limits.
• Compatible with Professional, Enterprise, Unlimited, and Essentials Editions.

Price

• Basic Plan: $25 monthly, You get 1 user and 100 responses.
• Plus Plan: $50 monthly, You get 3 users, and 1000 responses.
• Business Plan: $83 / month, You get 5 users and 10,000 responses.

Verdict:

Make this worth your while if you are willing to put time and effort into creating more sophisticated surveys.

Check out our Typeform Salesforce Survey article to learn more.

Surveys For Salesforce Wrapped

And that’s a wrap on some of the best custom survey solutions for Salesforce on the global market right now. We hope you found this an interesting read, and if you have feedback of your own, we would be delighted to hear from you.

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.

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