The 101 on Salesforce Survey Integration
Seasoned technical writer giving you top Salesforce Tips.
Salesforce Surveys Pricing
The Salesforce Survey packages are divided into three tiers:
Survey Response Pack: Get 300 responses free with this package with the option to purchase additional responses as needed. Get 1000 responses for $300. You can add Customer Lifecycle Analytics to this basic version for $150 per month. The Analytics addition allows you to analyze feedback and trends, track your Net Promoter Score (NPS), measure Customer Satisfaction (CSAT), and monitor engagement.
Feedback Management – Starter: This package is priced at $12,000 per organization per month. You get Post-Chat Surveys, Merge Fields, Data Mapper, and Customer Lifecycle Analytics. It does include Customer Lifecycle Maps and is limited to 100,000 responses per annum with the option to purchase more.
Feedback Management – Growth: This package is priced at $42,000 per organization per month with the same features as the Feedback Manager Starter package. This package does include Customer Lifecycle Maps and responses are unlimited.
The Salesforce Surveys pricing structures are subject to change, please click here to ensure you have the latest information.
The Benefits of Salesforce Integration
Integration with Salesforce offers a wide range of benefits to your organization to streamline your process, improve data accuracy, make informed decisions, and enhance customer interactions.
There are various Salesforce integration methods that allow you to connect the Salesforce platform to other third-party applications. Using these integration methods, you can share data, automate your processes, and even enhance your Salesforce environment. Common Salesforce integration examples for survey products are Titan, SurveyMonkey, Qualtrics, and Google Forms. Integrate your Salesforce native survey tool to ensure data accuracy and consistency. This means no manual capturing of data which removes room for error.
By automating your workflows and tasks you can improve your team’s productivity and will allow you to focus on more strategic planning. When you integrate with Salesforce you can gain a holistic view of customer interactions and history which leads to improved customer satisfaction and increased loyalty. As your business grows and changes the integrated systems will adapt to meet your evolving needs. The integration of systems enables digital transformation initiatives that allow your organization to leverage emerging trends and technologies while leveraging your existing systems.
In summary, integration with Salesforce will empower your organization to optimize its operations, provide better customer interactions, and remain agile in an ever-changing business landscape.
Qualtrics Salesforce Integration
Now that we have highlighted the benefits of integration with Salesforce. Let’s look at a third-party survey app that offers Salesforce Integration. Qualtrics is a popular experience management and survey platform, while Salesforce is a powerful Customer Relationship management software. There are several benefits to integrating these two software together, we have summarized a few.
This software can be integrated with Salesforce for data sharing and seamless synchronization. You can link the data collected in Qualtrics with corresponding Salesforce fields. Set up automated workflows that trigger a Salesforce task depending on feedback supplied to Qualtrics.
To integrate Qualtrics with Salesforce you may need to use integration tools, APIs, and connectors. The steps and requirements will depend on your organization’s needs.
A drawback to Qualtrics is that it can be complex to learn and use. Users who are not familiar with survey design and data analysis can find the tool cumbersome. Sometimes there isn’t always documentation to help users troubleshoot issues.
SurveyMonkey Salesforce Integration
Next, we have the Salesforce-SurveyMonkey integration which allows you to connect your collected survey data with Salesforce. By integrating the data you can streamline processes, gain insights into customer behaviors and trends, and improve customer loyalty.
This integration will allow you to automate the distribution of surveys. You can send surveys to contacts automatically based on Salesforce data, this can assist when targeting a specific demographic or following up on customer interactions. Any data collected in SurveyMonkey will be synced to corresponding records in Salesforce. Based on customer feedback and interactions you can tailor your communications to address any feeds and concerns, which in turn will build brand loyalty. By reducing the need for manual data entry and eliminating errors you can focus on the important things like making data-driven decisions.
SurveyMonkey does not offer as many pre-built integrations as other survey-dedicated software. The customer support offering is not as responsive as other competitors which can prove to be a problem if you are ever in a sticky situation and require technical support.
Before making a decision, make sure you research and evaluate the current feature offering, and pricing and read reviews of SurveyMonkey. Salesforce integration costs can vary, please ensure you visit the Salesforce website for the latest information.
Google Salesforce Integration
Integrating a number of Google services with Salesforce is a common practice for businesses to streamline business processes, enhance productivity, and allow for better collaboration. Salesforce does support smooth and seamless data sharing between these two platforms. Since we are discussing surveys, let’s focus on the Google Forms aspect of Salesforce Integrations.
Unfortunately, Google Forms does not support native integration with Salesforce but there are a few third-party apps that will allow you to connect the two platforms- for example, Zapier or Salesforce API. Despite this drawback, there are still benefits to integrating these two platforms. You can map survey responses to Salesforce fields and trigger workflows depending on the feedback captured.
You can gain a better understanding of your customers and identify business prospects by connecting your surveys and Salesforce data. This can assist when creating marketing campaigns or trying to increase customer satisfaction.
Although Google Forms is free and easy to use it does offer limited customization options and is not designed for qualitative research. If your business has a focus on quantitative research only, then this might be the tool for you.
Titan Salesforce Integration
When a powerful form builder like Titan integrates with Salesforce it empowers your business to create and embed custom forms on your website and many other platforms. With superb data syncing between the two software, you can rest assured when it comes to data integrity and security.
Offering a user-friendly drag-and-drop interface with no code your business will be creating customized surveys in no time. You can create forms that will automatically update data in Salesforce which can save you precious time as well as improve data accuracy. Create custom fields in Salesforce that are specific to your forms which can assist when collecting more detailed data from your stakeholders. Automate your workflows by syncing Titan to Salesforce triggers.
Titan offers data validation which ensures that data synced from surveys to Salesforce is valid and meets your organization’s data standards. If you want to improve your organization’s efficiency and provide enhanced customer experiences then integrating Titan with Salesforce is the option for you.
Salesforce Survey Builder
You can implement Salesforce Surveys, which is a native tool to create any survey. Salesforce data will be kept up to date with the latest captured survey feedback. This survey builder tool was designed to help organizations collect feedback, gauge opinions, and make data-driven decisions.
There are some key features to explore for Salesforce Surveys. First, you can create different types of surveys using a user-friendly interface and include various question types. Once you have completed the creation of your surveys, you can distribute them through a variety of channels ensuring you reach a wide audience.
Any responses are collected and stored directly in Salesforce, the data will be associated with the relevant records. Since it is a native tool, Salesforce Surveys seamlessly integrates with other Salesforce functions and features.
Salesforce Survey App
The Salesforce Survey App is a simple tool and is a good option for organizations that require a basic survey tool. This app is free to use and easy to use with little survey experience.
You can customize your surveys to suit your organization’s needs. It offers built-in reporting tools to make the most out of your data by analyzing trends and gauging customer opinions.
A Salesforce Survey Implementation Guide
Salesforce Surveys implementation process involves choosing your specific survey tool and configuring it with your Salesforce. We have outlined the general process for you, keep in mind that this is not an exhaustive guide as specific steps can vary depending on your survey software and Salesforce package.
Define your goals for your surveys, do you simply want to update your Salesforce data, or if you want to gather feedback that can be used to create marketing campaigns and improve customer satisfaction?
Choose your survey tool, will you be using a Third Party app or the Salesforce Survey tools too? Consider your budget, features you will require, and customization needs.
How to Create a Survey in Salesforce
We’ve outlined some simple steps when it comes to creating a Salesforce Survey.
Check out Trailhead for detailed survey basics.
FAQs
Can Salesforce be used for surveys?
Every Salesforce organization includes platform or basic Salesforce Survey features with up to 300 free responses. The features and functionality can be enhanced through the use of Salesforce Feedback Management which is built on the Salesforce Survey functionality. With more and more survey maker integrations becoming available, the use of third-party Salesforce integration with survey makers is becoming more and more common.
Can SurveyMonkey integrate with Salesforce?
Yes, you can integrate SurveyMonkey with Salesforce. Using SurveyMonkey for Salesforce you can create automation that triggers surveys and sync captured data back to Salesforce. Create dashboards, and reports, and automate workflows.
How do I get survey responses in Salesforce?
From the App Launcher, find and select reports. Click the New Report option, and in the Other Reports section select All Survey Question Responses. Select Start Report and give your report a name.
Titan Survey: Best Salesforce Survey Tool Available on the AppExchange
Thank you for reading our article on Salesforce Survey native tools and 3rd party 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 Salesforce platform that you can use to create surveys for Salesforce 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.
