Explore Survey Types in Salesforce & How to Use Them

Alice M.

Hawk-eye editor with a passion for trailblazing Salesforce experiences.

Updated: Jan 13th, 2025

Salesforce Survey Tools: The Low-Down

Surveys are the way to go if you want honest feedback from your customers or employees. Getting feedback from surveys can be used to either identify areas of opportunity to improve or to celebrate the successes of your business. 

Before you begin, you need to determine what you want to know. You may want to learn more about a service or product your customer likes or dislikes or whether an employee is satisfied with his/her working environment.

Choosing a survey tool for Salesforce is your second step. Feel free to explore your options by reading Titan’s Review of the Top Solutions for Salesforce Surveys. Some tools are a little more complex, and some cost money, so choose the best tool that fits your needs. For example, while Salesforce survey solutions give you fast, accurate data and clear insight into customers, they can sometimes be time-consuming and slow go-to-market too.

The third step in your survey quest is to explore the types of surveys and how to use them to your advantage.

In this article, you’ll learn about smart survey types for Titan Surveys, which can help your company’s growth by creating stunning, custom surveys seamlessly integrated with Salesforce.

Simple Survey Salesforce

In the world of customer relationship management – Salesforce holds the title of reigning champ as the #1 CRM platform.

Salesforce does offer a basic built-in online survey tool – Salesforce Surveys – it was later packaged into a new product called Salesforce Feedback Management, which extends Salesforce Surveys.

But the Salesforce survey tool does have its fair share of limitations.

Titan: No Code Salesforce Survey Tool

Receiving customer feedback is essential in delivering a better customer experience. Without customers, you would have no business. With constant changes in the market, businesses need to keep up with customer trends.

Titan Surveys helps you gather pertinent customer feedback in real time within minutes. By surveying your customers via a web or emailed survey with Titan Surveys, you will get the honest feedback you need to gain your customer’s trust and retain your customers.

No one likes taking time-consuming surveys filled with endless questions. Titan Survey makes this easy by allowing surveys to be customized for each user.

Titan Surveys allow you to build customer loyalty by capturing feedback throughout the customer journey directly in Salesforce with just a few clicks.

Why Titan Surveys for Salesforce?

With Titan Survey, your survey data resides directly in Salesforce. Surveys can be linked to contacts, custom objects, leads, or cases, which are visible to your team within your organization.

Titan takes Salesforce further by offering the healthcare industry a simple-to-use, no-code survey tool fully integrated with Salesforce. You can send out customized surveys by web or email and integrate responses with Salesforce in live time for an in-depth feedback review.

Titan delivers the most wide-ranging and agile platform for strategic experience management for Salesforce.

Extending Salesforce Survey Types with Titan

Surveys can be broken down into different categories. Let’s look at the survey-type options that can help you create engaging surveys.

Customer Satisfaction Survey

This is one of the most popular customer survey types. The data you collect from your customer is invaluable – using a customer satisfaction survey helps you understand your customer’s satisfaction levels with your services, products, and experiences. 

By conducting customer satisfaction surveys, you will let your customers know that their opinion is very important and that their feedback will help you provide efficient quality services.

Choosing Titan Surveys for Salesforce means providing our customers with a robust survey tool that is easy to use with 100% customer satisfaction guaranteed.

Market Research Survey

Market research surveys provide valued insight into the preferences and feelings of your customers, helping to assess the testing and launching of new products to customer satisfaction and brand positioning.

Employee Satisfaction Survey

Happy employees are productive employees. Using an employee satisfaction survey will allow employees to give feedback on how they feel about the company, their colleagues, and the work environment. This format is helpful due to its scalability and anonymity, a key ingredient to getting honest responses. 

Exit Interview Survey

Exit interviews are crucial in ensuring you do everything possible to retain employees. When an employee decides to leave the company, ensure you collect data in a way that can be reported in the future.

HR 360 Degree Survey

Also known as a 360 review which is a process that gathers feedback from managers, peers, reports, and self-assessments on an employee’s performance. A 360 survey may also include customer, supplier, and shareholder feedback. If you want to help your employees excel in their roles, then a 360-degree survey is ideal.

Lead Generation Surveys

Sales teams use surveys in a variety of ways. Businesses often create surveys to qualify their leads before passing them to the sales team. This can save salespeople time by disqualifying leads that are “plastic eggs” and will never “crack.” Get ratings from prospective leads fast and find out where you score big via reviews. After gathering data from lead generation surveys you will know where you need to do more market research for clean conversion.

Enhance your target marketing efforts by deploying a timely and relevant survey specifically to the people you want to talk to with Titan Survey.

Business Meeting Survey

We have a survey to rate every other aspect of your business, so why not a business meeting survey? Measuring meeting effectiveness helps you assess how engaging, productive, necessary, or valuable your meeting was for your participants.

Sending out business meeting surveys will contribute significantly to improving the quality of your meetings as well as the skills of the meeting host.

Brand Surveys

Have you ever wondered how your customers feel and think about your brand or how your brand matches up against your competitors? Then it is the right time to invest some time in brand surveys.

Evaluating your brand health with innovative brand surveys will give you insights into how well your brand is perceived in the market and help you strengthen and improve customer relationships.

If you still find yourself wondering – contact us for a demo, and we will show you how Titan Surveys improve your brand image with a simple but power-packed brand survey.

Healthcare Surveys

Are you meeting the needs of your patients and employees? If not, it is time for you to improve and assess healthcare with our Healthcare Surveys.

Healthcare Surveys assist medical facilities in monitoring and improving patient and medical staff satisfaction, allowing healthcare providers to learn if they are meeting the expectations of their patients or if they are lacking in any area.

Our platform is super easy to use. Anyone in your organization can create and send out surveys. With Titan, you can send web surveys and email surveys to your patients and medical staff. 

Public Opinion Survey

Public Opinion Survey – sounds so regal. Public Opinion Surveys, or Polls as commonly known, are often conducted to gain information on public opinion so that it can be measured and analyzed.

Non-Profit Surveys

Achieve your fundraising goals, and recruit the best volunteers by asking the right questions. The easiest way to ask these questions and collect the data your Non-Profit requires is by conducting surveys. Donor Surveys, Volunteer Surveys, etc., all help get the feedback you require to ensure that your Non-Profit makes an impact.

Titan Surveys, a dynamic, code-free Salesforce survey builder, lets you spend less time on paperwork and more on helping people in need.

Academic Surveys

Gathering feedback from your students is not bothersome with our academic surveys. Students have their hands full, juggling their time between classes, and they do not want to fill out more forms. Our Academic Surveys can be customized as required through our powerful no-code survey builder, which is 100% integrated with Salesforce in live time.

Summing up with Titan Survey

Now that a preview of the different types of surveys has been given, head over to Titan to get started with the most widely sought-after Titan Surveys for Salesforce today to create your own personalized and branded survey.

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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 find a mistake, please get in touch with us.