The Simple Salesforce Survey Alternative to Microsoft Forms

Olivia Johnson

Writer creating documentation to make your Salesforce experience a breeze.

Updated: Aug 17th, 2023

Why use Salesforce Surveys?

Salesforce Surveys is an effective survey tool for collecting feedback, personal data, and customer opinions and insights. Having insight into customer feedback can help you improve your business offering and boost customer satisfaction resulting in increased revenue.

Here are some specific reasons to use Salesforce Surveys:

You can easily create and distribute surveys to your customer database. By studying and reviewing the collected data, you can make better business decisions to improve your products or services.

By distributing surveys that ask customers to rate their experiences, your business can research and measure customer satisfaction levels by distributing a Net Promoter Score Survey and identifying areas for improvement.

Let your customers know they are appreciated by showing that their opinions matter.

Use the powerful analytics tool Salesforce Surveys provides to analyze survey data.

You can automate the survey process from sending surveys after a specific event to creating custom workflows depending on customer responses.

Salesforce Surveys is a versatile tool that can distribute opinion polls, ask a single closed-ended question, or send out extensive surveys to gain more insight into customer experiences. Furthermore, it draws on the data-driven power of Salesforce for razor-sharp analytics and accurate data.

What are Microsoft Forms

Microsoft Forms is included in the Microsoft Office 365 suite and can be used to create online forms and surveys.

We’ve highlighted some key features for you:

You can create custom forms and surveys by choosing from a library of templates or starting from scratch if that’s your style.

There are various question types on offer, including rating scales, open-ended questions, and more. You can also add media and videos to questions for visual interest.

You can collaborate with a buddy to create forms and analyze the data, making teamwork easy.

Microsoft Forms offers real-time feedback and data analysis; results can be displayed in graphs and charts to help make combing over data more colorful.

As Forms are part of the Microsoft Office 365 suite, your forms can be integrated with other tools, like Excel and Power BI, for data analysis and reporting.

Microsoft Forms is useful for creating surveys, quizzes, and polls. It can be used across various industries like education, sales, and marketing research.

Microsoft Forms Integration with Salesforce

While both Microsoft Forms and Salesforce tools are powerful, there is no built-in integration between them. This means you need to use a third-party tool to get these two apps to talk to each other.

Zapier: This tool will allow you to connect different apps and services. This tool can create a workflow that will send data to and from Microsoft Forms to Salesforce.

Microsoft Power Automate (formerly Microsoft Flow): This tool can create automated workflows between different apps and services. This tool can create an automatic data sync between Salesforce and Microsoft Forms.

Manually Exporting Data: You can manually export the data from your form and import it to Salesforce. This step is not automated but could be a more straightforward alternative to transfer the data.

Overall, there is no direct integration between Salesforce and Microsoft Forms; you could use these workarounds to transfer the data between the platforms.

Features of Microsoft Forms

Here are some of the key features of Microsoft Forms:

Create and design surveys easily: Microsoft Forms makes it quick and easy to create surveys and quizzes with just a few clicks. There are various questions on offer, like multiple choice, essay questions, and short responses.

Collect responses securely: The data collected is stored in the cloud. You can view the responses in real time and export the data to Excel for analysis.

Distribute surveys and quizzes to everyone: Your surveys and quizzes can be shared with those who do not have an Office 365 account or embed the surveys and quizzes in a website or blog,

Customize surveys and quizzes: Customize your surveys and quizzes with your business branding and colors. This includes adding images and videos to questions.

Gain insights from the data: Microsoft Forms does make it easy to get insights from your data. View charts and graphs or even create custom reports.

Drawbacks of Microsoft Forms

Although Microsoft Forms can be a great tool for creating and distributing surveys, it goes have some drawbacks.

Limited customization options: Although you can customize some aspects of your survey, your options are limited. You can edit and change the theme and add a logo, embedded videos, and images, but you cannot add custom CSS or HTML.

No offline mode: Forms are only available when you are online. Meaning no surveys can be edited or created offline.

Lack of Integration: Forms does not directly integrate with apps in the office suite like Excel or PowerPoint or directly integrate with Salesforce without a third-party tool. This can make exporting and creating a report with the captured data difficult.

Not as powerful as dedicated survey tools: Microsoft Forms is used for more than just surveys, which makes it less powerful than a dedicated tool. Using a dedicated tool gives you access to more features and customizable options.

Why not try Titan Survey?

Titan Survey is a powerful tool that offers advantages over Microsoft Forms.

We’ve compiled a few reasons why you should try Titan Survey:

More customization options: Titan offers a wide range of customization options for your surveys. Easily change the look and feel of your surveys by matching them to your business branding, adding custom CSS or HTML, and embedding videos, images, and audio files.

Offline mode: You can create and edit surveys when you’re not connected to the internet with Titan’s offline mode.

Full integration with other Apps: Titan offers integration with various apps, including Salesforce, making exporting the captured data and creating reports easy.

Powerful features: There are several powerful features offered in Titan that you won’t find in Microsoft Forms. For example, create branding logic, conditional questions, and A/B testing.

Titan is a more versatile and powerful tool than Microsoft Forms. If you want a dedicated survey tool with a variety of customization options, offline mode, and integration with other apps, then Titan is the product you are looking for.

Looking for more benefits? Here are a few:

Increased response rates: Titan Survey offers an easy-to-use drag-and-drop builder, making it simple for you to create visually appealing and engaging surveys, which means more responses.

Improved data analysis: Titan offers a variety of tools to analyze the collected data. This helps you identify trends and patterns, making better decisions based on data.

Enhanced security: Titan is leading the industry with several security measures to protect your data, meaning your data is secure and safe, even when stored in the cloud.

If you are looking for a versatile and powerful survey tool for Salesforce, look no further than Titan Survey. Contact us today on one of our social media channels below.

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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.