Salesforce Survey Tools | Let’s Get Started!

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Mar 15th, 2024

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 employee opinions regarding how they feel about their job, if employees need training and upskilling courses, and how they are 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 for Businesses

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.

SurveyMonkey

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.

Pros

Surveys can be created with a user-friendly interface.

SurveyMonkey has a range of question types, such as multiple-choice, open-ended, and rating scale questions.

Surveys can be sent to customers via email, as web links, on social media, and embedded on websites.

Cons

The price to obtain SurveyMonkey is misleading and is very expensive. Customers have received proposals that range from $ 5,000 to $ 50,000 for a Salesforce and SurveyMonkey integration.

A SurveyMonkey and Salesforce integration is not reliable and has many errors.

The support team at SurveyMonkey is challenging to work with to get Salesforce integration issues resolved.

Qualtrics

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.

Pros

Salesforce data syncs to Qualtrics seamlessly to help you create surveys to collect customer feedback.

Qualtrics has automation capabilities to create surveys or request customer feedback based on Salesforce events. Typical examples of Salesforce events include customer registration or a support case closing.

Your survey data can be analyzed directly in Salesforce.

Cons

Qualtrics is not flexible enough to support all Salesforce use cases.

You cannot send surveys to “Person Accounts”.

Sending reminders to customers to complete surveys is not easy.

Google Forms

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.

Pros

You can automatically collect data from submitted Google Forms and push the data straight to Salesforce.

Create web forms and surveys to generate leads, gather customer feedback, or facilitate event registrations.

You can customize fields in a form.

Cons

You cannot find the Google Forms app on the Salesforce AppExchange marketplace.

You need a third-party integration platform to help you connect Google Forms and Salesforce.

Zapier and Integromat can help connect Google Forms to Salesforce, but it comes with a cost. You must also teach your employees how to use the new integration, which will require additional training costs.

Typeform

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.

Pros

Customer feedback from submitted forms can be added to Salesforce automatically.

Typeform fields can be mapped to Salesforce fields.

You can transfer data between the two platforms automatically.

Cons

There are only 5 reviews on the Salesforce AppExchange marketplace when writing this article.

Customers complain that Typeform does not support basic functionality with Salesforce.

Typeform does not support lookup fields or file uploads.

Alchemer

If you are more interested in a customer survey tool focusing on reporting features, we recommend Alchemer. 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.

Pros

You can sync data collected from surveys automatically into Salesforce.

Work with your survey responses directly in Salesforce.

Create or update leads and contacts in Salesforce from survey responses.

Cons

To connect Alchemer and Salesforce, you need a third-party tool. Zapier and Workato are good tools to consider, but they are not free.

You must hire a professional to assist with custom development for creating connections and workflows between Alchemer and Salesforce.

Alchemer Salesforce integration requires careful data mapping between the platforms and occasional manual clean-up tasks to create data consistency.

Formstack

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.

Pros

Formstack can automate workflows by directing submitted forms to a specific team.

Assign leads to a sales representative.

Create follow-up reminders based on data found in submitted forms.

Cons

Online reviews recommend against using Formstack if your business needs customization.

There is little documentation found online to learn how to use the platform.

The general documentation you can find online is not product-specific and has inconsistent information.

Zoho Survey

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.

Pros

You can sync data between Zoho Survey and Salesforce in real-time.

You can create surveys with the help of over 25 different question types.

Zoho Survey provides “skip logic” and “piping” for surveys.

Cons

Customers unfamiliar with using Zoho Survey will require training to work efficiently with the two platforms.

Integrating Zoho Survey with Salesforce is complicated and requires technical expertise.

You will have to pay to subscribe to Salesforce and Zoho Survey. There are also additional costs, such as integration and maintenance expenses.

GetFeedback

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.

Pros

You can create custom surveys that can be distributed to collect customer data.

You can collect survey feedback from emails, websites, mobile apps, or social media platforms.

GetFeedback provides a drag-and-drop user interface to build branded surveys quickly.

Cons

They have no reviews on the Salesforce AppExchange marketplace.

There will be challenging compatibility issues with the ongoing releases from both platforms. You will need to constantly make sure that the integration works as intended.

Since you will be collecting customer data, you must consider data security and privacy as these two platforms will be sharing data.

CustomerGauge

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.

Pros

Use CustomerGuage surveys to collect NPS data and feedback from customers for analysis.

CustomerGuage provides tools to analyze customer behaviors and preferences to boost brand loyalty.

Use CustomerGuage’s data reporting and analytics tools to track NPS trends or segment customer data.

Cons

They are not available for download on the Salesforce AppExchange marketplace.

Performance issues, such as slower work processes, will arise if you work with large volumes of data between CustomerGuage and Salesforce.

You may become dependent on the Salesforce and CustomerGuage integration, which is not a great place to be as you will need to maintain the integration works at all times for your business processes. If one of the platforms changes or discontinues features, this could be a challenge for your business if you solely rely on this Salesforce survey integration.

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!

Titan Survey: Salesforce Survey Tool

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.

Pros

You can build dynamic and responsive Salesforce surveys with a simple drag-and-drop builder that requires no coding knowledge.

Titan survey supports custom conditional logic for Salesforce survey flows to personalize the survey journey for every respondent.

Titan surveys for Salesforce is a HIPAA compliant survey tool, SOC 2, ISO, is a GDPR compliant survey tools, and other leading frameworks.

Cons

We have an average rating of 5 stars on the Salesforce AppExhange marketplace. We excel at solving Salesforce solutions, so if you have any issues, get ahold of us on our social media platforms to resolve them immediately.

We hope to see you soon!

• Twitter
• Facebook
• YouTube
• LinkedIn

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.