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Qualtrics Survey Salesforce

4 min read
salesforce scribe with tips for admins
Samya Scribante

Masterful Salesforce Scribe with an eye for detail

Updated: Aug 30th, 2023

Do you really know what your customers think of your company, product, or services? Do you do academic research? Are you responsible for governmental policy-making, demographic analysis, or measuring public opinion? Do you need to gather information from donors, volunteers, and beneficiaries of a non-profit? Or must you collect feedback, assess satisfaction, or understand patient experiences?

Salesforce surveys are a very versatile tool that can be used in various industries, sectors, and research contexts to collect valuable insights from participants. Surveys can gather helpful information about customer experiences with products, services, and other interactions with a company. This feedback is then used to make informed, data-driven decisions, improve products and enhance customer experiences. Surveys can provide information that can give insight into customer preferences, requirements, and expectations. You can also use surveys to do market research about trends and competitors and measure brand perceptions and awareness.

Data Analysis
Data Analysis

Surveys are not just for customers; they’re also an effective tool for measuring employee engagement and satisfaction. Companies can create better work environments, address employee concerns and enhance productivity based on their Salesforce survey responses. Some uses for surveys are as follows:

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Determine the quality of service
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Explore new markets
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Measure brand loyalty
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Get feedback after events and conferences
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Comply with regulations
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Gather feedback from learners, students, and lecturers
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Gauge public opinion, and understand voter preferences
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Measure public awareness of environmental issues and many more

There is really no end to the possibilities for survey implementation, and there are multiple online survey providers. One of these is Qualtics.

Who is Qualtrics?

Qualtrics is an online Customer Experience Management (CXM) platform for creating, distributing, and analyzing web-based surveys.

Qualtrics
Qualtrics – Image Sourced from: https://www.qualtrics.com/uk/

Customer Experience Management involves actively designing, collecting, analyzing, and utilizing feedback and data to improve people’s experiences with a company, brand, product, service, or any other point of contact. The aim is to better understand these interactions and enhance customer satisfaction, loyalty, and overall business success through the data and feedback received from surveys.

What are the key features of Qualtrics?

Businesses, researchers, and educational institutions are just some of the entities that use Qualtrics to gather feedback, conduct market research, measure customer satisfaction, assess employee engagement, and more.

Qualtrics offers the following:

Create Surveys

Users can create surveys using a variety of question types, including multiple-choice, open-ended, Likert scale, and more. The platform offers a user-friendly interface for designing surveys with customizable layouts and branding.

Distribute Surveys

Surveys created with Qualtrics can be distributed through various channels, such as email invitations, social media, website links, and QR codes. This helps users reach their target audience and collect responses efficiently.

Collect Data

The platform enables real-time data collection. Responses are stored securely in the cloud and can be accessed from anywhere.

Analyse and Report on the Results

Qualtrics provides tools for analyzing survey data, which can be visualized with charts, graphs, and tables. Users can filter, cross-tabulate, and export data for further analysis.

Integrate with other Tools

Qualtrics surveys can integrate with other software applications and tools like Salesforce. This means that users can streamline their workflows and connect survey data with other data sources.

Integration
Integration

Security and Privacy

The platform offers security and privacy features like survey access controls, data encryption, and compliance with standards like GDPR (General Data Protection Regulation) and HIPAA (Health Insurance Portability and Accountability Act) for handling sensitive data.

Other Advanced Features

Branching logic (where the questions that follow are determined by the answers to previous questions), randomization, and embedded media can be used. These features help to create sophisticated surveys suited to specific research objectives.

Qualtrics can be used to create surveys such as the following examples:

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Customer Satisfaction
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Employee Engagement
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Market Research
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Event Feedback
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Product Feedback
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Website User Experience
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Healthcare Patient Satisfaction
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Education Feedback
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Political Opinion
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Travel Experience

How much does Qualtrics cost?

That is an excellent question. It seems that Qualtrics has a free option that offers the following:

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3 active surveys
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8 question types
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500 responses/survey
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30 questions per survey

They have a free 30-day trial with the following options:

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Unlimited active surveys
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22 question types (static, standard, specialty, advanced)
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1000 responses/user with options to add additional responses are available
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Unlimited questions per survey

Qualtics doesn’t have any other pricing information on its website. You have to contact them for a demo and discussion on their many solutions. It seems that the pricing is complex. There are also no clear pricing details for Qualtrics on the Salesforce AppExchange.

Does Qualtrics integrate with Salesforce?

Qualtrics offers native integration with Salesforce. You can connect all the survey data with your Salesforce CRM system. This integration provides a seamless flow of information between your surveys and your customer data. Please note that you must have the Salesforce integration enabled in your Qualtrics account.

Who are Qualtrics’ competitors?

I guess it depends on who you ask. According to the Customer Experience Management Market Size, Share, & Trends Analysis Report By Analytical Tools, By Touch Point Type, By Deployment, By End-use, By Region, And Segment Forecasts, 2023 – 2030, the following are the major global customer experience management platforms:

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Adobe
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Avaya Inc.
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Clarabridge
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Freshworks Inc.
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Genesys
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International Business Machines Corporation
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Medallia Inc.
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Open Text Corporation
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Oracle
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Qualtrics
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SAP SE
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SAS Institute Inc.
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Service Management Group (SMG)
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Tech Mahindra Limited
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Verint
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Zendesk
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Miraway

When looking for experience management (XM) software or survey provider, it’s important to consider a variety of factors to make sure that it meets your needs. Here are some key features and capabilities to look for:

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Survey creation, distribution, data analysis, reporting, and integration capabilities.
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Advanced question types, customization options, and real-time analytics.
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An intuitive and user-friendly interface that lets you create surveys with minimal fuss.
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Integration with existing systems, such as CRM (such as Salesforce) and analytics tools.
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Adherence to data security and privacy standards, including data encryption, access controls, and compliance with regulations like GDPR (General Data Protection Regulation) and HIPAA (Health Insurance Portability and Accountability Act).
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Customization options for survey design, branding, and layout.
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Scalability to accommodate current and future needs.
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Quality reporting and analytics tools that offer insights for informed decision-making.
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Mobile compatibility for easy access and completion on smartphones and tablets.
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Prompt and helpful customer support.
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A pricing model that aligns with your budget.
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Positive reviews and testimonials from other users.
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Availability of training materials, documentation, and resources.
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A trial period or demo to test functionality and suitability.
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A commitment to innovation and regular updates to meet changing industry and technology trends.

Titan Survey answers all these requirements and more. Titan has an intuitive, no-code Salesforce survey tool with a very easy-to-use drag-and-drop interface. You can either send respondents a web link, or they can fill out surveys in their email. Questions and responses are automatically mapped to Salesforce. For an excellent and affordable survey tool, contact Titan today!

We hope to see you soon!

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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.

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Do you like these Survey Solutions?

Find prime survey solutions by getting in touch and scheduling a demo with Titan today!

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