Gather Valuable Insights with the Salesforce Survey Builder
What is a Salesforce Survey?
Surveys are a widely used beneficial tool that collects opinions, feedback, information, and data from a group of people. Want to know what someone is thinking? Take the guesswork out and use a survey to simply ask them. Using the valuable Salesforce Survey builder you can create and distribute surveys to your organization’s stakeholders to get the data you need. Any data collected will be captured in Salesforce automatically, meaning no manual punching in of data.
You’ve got the answers but it’s all looking like Greek to you? Salesforce offers analysis tools to break down the survey data into useful information that you can use to make informed decisions to improve your business processes, products, and services.
Not sure where to start? Here are some things to consider when creating a survey:
Benefits of Salesforce Surveys
Want to create a survey but not sure if it’s even beneficial to your company? Your surveys using a Salesforce survey builder are less about asking a random group of people their opinion and more about engaging and building a relationship with employees, customers, stakeholders, and partners. By using feedback to make informed decisions to improve your organization you can build a loyal customer base, ensuring your long-term success.
Using Salesforce Surveys
Now that you know what Surveys using the Salesforce survey builder is, here are some key aspects of this powerful tool:
Always keep your organization’s needs in mind. Choosing the wrong tool to distribute your surveys could make the entire process cumbersome and costly. Make sure you always weigh up the pros and cons of each tool before making a decision.
Looking for Salesforce Survey Tools?
Salesforce Surveys is a native tool within the Salesforce Platform and is used to create and distribute surveys. While this tool offers a variety of benefits when collecting feedback from stakeholders for every pro there is a con. Some drawbacks of this tool to keep in mind are; limited question types, sparse advanced features, customization restrictions, and a learning curve to understand how to use the survey tool effectively.
On the market for a fully integrated third-party app that’s easy to use and fully customizable? Titan offers full integration with Salesforce. You can design dynamic, responsive Salesforce-integrated surveys with Titan’s simple drag-and-drop survey builder, which means no coding knowledge is required and no long learning curve before you are up and running with your surveys. Bi-directional surveys give you the ability to push and pull data to and from your team’s Salesforce in real-time.
Titan supports custom conditional logic for Salesforce survey flows. This means you can fully personalize the survey journey for each and every respondent. Survey takers get to skip boring and irrelevant questions, drop-out rates are cut, and your market segmentation gets a whole lot easier.
Titan also offers a fully integrated analytics tool in Salesforce to ensure you get the most out of your survey data.
Although we think Titan Survey is the most powerful data collection tool, we’ve compiled a list of some other survey platforms for you to peruse:
What is Survey Builder in Salesforce?
Surveys are used to collect data and feedback from users and customers by using a straightforward editor. The data collected is stored inside your organization. Using Salesforce you can view the collected survey data, and create reports and dashboards to share with your company.
Does Salesforce offer a survey tool?
The Salesforce Survey tool is included in the Enterprise, Unlimited, and Performance Editions of the following core products: Platform, Consumer Goods Cloud, Financial Services Cloud, Service Cloud, Sale Cloud, Health Cloud, and Manufacturing Cloud.
How do I send a survey using Process Builder in Salesforce?
Available on the AppExchange
Thank you for reading our article on Salesforce Survey Tools. We hope we have inspired you with time-saving ideas that facilitate your survey creation and distribution projects.
Contact Titan today if you want to eliminate all your manual workflow processes. We are a powerful no-code platform that you can use to create Salesforce surveys that are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.
We hope to see you soon!
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.