Salesforce Survey Tools | Let’s Get Started!
There are numerous survey application tools, features, and capabilities that are provided by Salesforce that you can use to create surveys, distribute them, and collect responses from customers. We already know that you need customer data to make crucial decisions to improve your business services, products, sales, and even profits.
So let’s explore other questions that most businesses are often too shy to ask, such as, “Do I really need customer survey software?”. Join us below as we start with a few examples of who can benefit from Salesforce surveys.
Who can Benefit from a Salesforce Survey?
Salesforce is the world’s number 1 CRM platform used in a multitude of industries. Whether you are a start-up company or a large enterprise within the ecosystem, you could definitely benefit from using Salesforce survey applications. Still don’t believe us? Here is a short list of organizations that use Salesforce surveys frequently to collect customer, employee, and partner data.
1. Salesforce-Focused Product for Companies and Organizations
As we mentioned, companies of all sizes and across all industries have used Salesforce surveys within their Salesforce ecosystem to collect data. These companies benefit from customer data located in one place that is analyzed, reported, and used to make insightful decisions to improve products, services, and customer experiences.
Company culture is also an issue for many businesses. Salesforce surveys are able to help managers gain new perspectives into employee satisfaction. The feedback from Salesforce surveys can be used to promote or create positive workplace environments that increase team collaboration and overall work productivity.
2. Inspire Sales and Marketing Teams with Complete Customer Profiles
Salesforce surveys are frequently used by staff in sales and marketing departments as their work tasks align directly with interacting with customers. The responses collected by Salesforce surveys help sales and marketing employees understand customer satisfaction, their buying patterns, and preferences to products and services better.
Understanding customers on a deeper level helps sales and marketing teams create personal marketing campaigns that build long-lasting relationships with existing clients. Sales teams can also use customer profiles to create winning strategies to convert leads into customers.
3. Boost Productivity for Customer Support Teams
Customer support teams will find the data collected from their Salesforce surveys is super helpful. They can use it to improve the support services that they offer to customers. At the same time, the data can also be used to set goals to improve response times to customer queries.
Overall, Salesforce surveys are used by customer support teams worldwide to transform their approaches to improve their engagement with customers.
4. Choose Salesforce Surveys for Product Development
Salesforce survey tools are a great asset for product development teams. These teams use customer opinions to plan product features that their audience wants and needs. Customer data also raises issues around usability of a product that were not picked up by product development teams. Companies greatly benefit from customer responses on products to improve results that meet customer expectations and satisfaction levels.
5. Simplify Human Resource Workflow Processes
Human resource teams make use of Salesforce surveys regularly to gather data from staff members across the entire organization. They can use these surveys to find out if employee opinions regarding how they feel about their job, if employees need training and upskilling courses, and how are they coping with work-life balance in the office.
The responses collected from Salesforce surveys can be used to create and implement new HR policies, standards, and programs to improve the productivity and happiness levels of employees.
Salesforce Surveys | Your New Favorite App
These are just a few groups in the working world that use Salesforce surveys. Does your business fit into any of these categories? Let us know which industry you belong to and how you use Salesforce surveys to the max!
Moving along, follow us below, as we dive into some pretty capable Salesforce survey tools that you can use to create Salesforce surveys.
What is Salesforce Surveys?
Not to be confused with an actual survey, your most-liked customer relationship management (CRM) platform offers a feature called Salesforce Surveys! This feature can help your business create surveys and then distribute them to your customers based on the data you have stored in Salesforce.
Where can I Find Salesforce Survey Tools?
You can find many Salesforce survey tools directly within Salesforce to help you start creating and distributing your surveys. Salesforce survey tools are integrated into the CRM platform to help you analyze customer, employee, and partner data that you collect from surveys. For your convenience, we have provided 4 of the best Salesforce survey tools that you can find in Salesforce to elevate your customer relationship strategies. Just a quick reminder that before we get to searching, make sure that you are indeed subscribed to Salesforce to access the survey tools.
- Use Salesforce Surveys to collect feedback from your customers. This Salesforce tool can be used to build and distribute surveys. The best part about Salesforce Surveys is that you can also use the feature to work with and analyze your survey data within the CRM platform directly.
- Have you heard of Feedback Management in Salesforce? This Salesforce tool is used by many businesses to collect data from their communication channels. These channels could include distributed surveys, social media platforms, and so much more. You can also go ahead and use Salesforce Feedback Management to create custom surveys and analyze the answers from customers, employees, or partners.
- If you have the Experience Cloud, you can maximize the Salesforce Survey capabilities offered to create surveys directly in your community or portal. Just a little reminder here, that the Experience Cloud was previously called Community Cloud, so make sure to switch over to the new name to find the right information for working with this product. Many businesses use the Experience Cloud to collect responses from customers and external stakeholders, such as investors or suppliers.
- Although the CRM platform includes many Salesforce survey tools, they also give you the freedom to integrate 3rd-party applications and tools of your choice. These 3rd-party Salesforce survey tools can usually be found and downloaded from the Salesforce AppExchange. Titan Survey is a powerful platform that you can use to measure customer satisfaction, gather feedback, and conduct market research using our no-code survey tool for Salesforce. Try Titan’s intuitive surveys to take user experience to the next level!
Why is Salesforce Feedback Management so Important?
We briefly mentioned Salesforce Feedback Management as a point on where to find it and what it can do. But there is a little more information we would like to share with you. Our Titan friends often ask if there is any benefit to using Salesforce Feedback Management. If you are struggling with the same question or decision, then look no further.
Salesforce Feedback Management is an essential tool within Salesforce that can help you improve your products and services to increase your customer satisfaction levels. What do we mean by this?
For example, you can use Salesforce Feedback Management to analyze survey data which offers crucial information regarding customer opinions on your products or services. Understanding your customers’ needs, wants, or pain points can assist your product development and customer service strategies.
Overall, if you make decisions based on your customer data, you can benefit from products that customers want to buy. Your customers will also transform into regular and loyal clients as they associate high levels of customer service with your brand.
Impressive, right? How do you feel about Salesforce Feedback Management?
A List of the Other Best Survey Platforms on the Market
Alright, so you love a good Salesforce survey tool but are you looking for a 3rd-party integration for your custom business requirements. As mentioned earlier, Titan is a great platform to simplify your Salesforce surveys while enhancing user experiences. We can help your business design dynamic, responsive Salesforce surveys with our drag-and-drop builder so that you work with 0% code.
The Top 10 Survey Tools to Collect Salesforce Data
However, Titan is not the only platform on the market that can help you achieve your data collection goals. Take a look at the other top reliable survey platforms for businesses with the best Salesforce integrations that are popular for creating surveys regularly.
Making it onto our list first is SurveyMonkey. This online survey platform is extremely popular as it can be used to create surveys and questionnaires to collect customer feedback. Founded in 1999, SurveyMonkey has been helping many businesses collect and analyze data from customers, employees, and partners. Do they have what it takes to assist your business? Let’s examine the pros and cons of a SurveyMonkey and Salesforce integration.
Popular with large enterprises is Qualtrics. This survey platform has modern features and super-advanced analysis tools for data. Businesses that focus on Salesforce research from surveys trust Qualtrics. However, Qualtrics has limited solutions. Let’s take a look at their pros and cons for integrating with Salesforce.
If you are looking for a reliable and free survey platform, get Google Forms. This survey tool sits within Google Workspace and is a simple and easy-to-use option to create surveys and collect responses. Even though combining Google Forms with Salesforce can streamline your data collection processes for lead generation and customer relationship management, can they offer you custom solutions? Let’s take a look at a few of their pros and cons.
Typeform makes it onto our list as their users find the survey platform to be user-friendly and beautiful to work in. This survey platform is known for allowing its users to create a customer survey with tools that focus on engaging interactions with respondents. Are you ready to give Typeform a try? Let’s check out their pros and cons before integrating Typeform with Salesforce.
If you are more interested in a customer survey tool focusing on reporting features, we recommend SurveyGizmo. This survey platform can offer custom survey designs, but its advanced reporting features stand out if you need in-depth data analysis capabilities from your tools. Are they the right Salesforce survey solution for your business? Let us take a look at the pros and cons of this integration.
Integrating well with Salesforce, you can use Formstack to create surveys and forms to collect data for your CRM platform. Essentially, this form builder and survey tool helps to streamline workflows for your data collection methods. Upgrading to a Formstack and Salesforce integration is a versatile option, but can they cater to your business requirements? Let’s examine the pros and cons of a Formstack and Salesforce integration.
Zoho Survey makes it onto our list as they provide an easy solution to create and send customer surveys. Integrating Zoho Survey with Salesforce lets your business link data from surveys to records in your CRM platform. This integration sounds straightforward, but let’s take a closer look at the pros and cons of connecting Zoho Survey and Salesforce.
Next up on our list is GetFeedback. This solution for Salesforce is a customer experience survey tool, and businesses use it to create and deploy surveys to customers. All survey feedback can be linked to records in Salesforce with GetFeedback. Is your business ready to start making data-driven decisions with the help of Salesforce and GetFeedback? Let’s first look at a few pros and cons of this integration.
If your business requirements focus heavily on collecting data from Net Promoter Score (NPS) surveys, then CustomerGuage is a good solution. It integrates well with Salesforce to transfer customer feedback to customer profiles in your CRM platform. Founded in 2007, CustomerGuage can help your business analyze customer satisfaction to improve their loyalty to your brand. CustomerGuage has many tools and features to help your Salesforce surveys, but are they the right solution for your needs? Let’s examine a few pros and cons of integrating CustomerGuage with Salesforce.
After listing the pros and cons of the leading third-party survey applications that integrate into Salesforce, it’s clear that each has some serious drawbacks that could delay your data collection, analysis, and business decision-making processes. For these reasons, we still suggest you use Titan Survey as your Salesforce solution to collect customer data. Follow us below to see why!
Last on our list is the powerful yet flexible Titan Survey. This application stands out against its competitors as it truly simplifies survey processes in Salesforce to enhance user and customer experiences. With Titan Survey, marketers can measure customer satisfaction, gather customer feedback, and conduct market research using a no-code survey tool for Salesforce. Titan’s intuitive surveys take user experience to the next level! Please take a look at a few of our pros and cons.
Frequently Asked Questions
Does Salesforce Offer a Survey Tool?
Salesforce offers various interactive survey tools. One of the most popular ones is Salesforce Surveys which assists in creating and distributing surveys. Salesforce Surveys also helps your business to gather data from these surveys and provides features for data analysis.
How do Surveys Work in Salesforce?
Surveys are created with the Survey Builder tool found in Salesforce. You can also distribute your surveys from Salesforce to collect information from customers, employees, and external stakeholders.
Does SurveyMonkey work with Salesforce?
Yes, these two platforms can be integrated. You can connect Salesforce and SurveyMonkey by using 3rd-party integration software or try custom development.
Find Titan 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 with survey tools that integrate with Salesforce.
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.