Zoho Survey Alternatives for Salesforce

5 min read

Marinda K.

Masterful Salesforce Scribe with an eye for detail

Updated: Apr 3rd, 2024

What is Salesforce Surveys?

Socrates may have said: “The only true wisdom is in knowing you know nothing,” but you know that knowledge is power. Don’t guess; know what your customers think about you.

Salesforce Survey is a tool within the Salesforce platform. It is a great way for businesses to create and send surveys from Salesforce to collect feedback from their customers, employees, or other contacts. They can gather information on customer satisfaction, product or service quality and improvements, and do market research.

Knowledge is power, but it rests on a solid foundation of data

Surveys are an excellent way to gather customer insights and make them feel valued. Businesses can build stronger relationships with their customers by asking for their feedback and opinions. Integrated with a forms app, surveys are one of the most powerful ways to collect and assess data straight from your clients and customers.

The surveys can be sent to customers via email, or a website link, and responses are automatically collected and stored within Salesforce. The collected data can then be analyzed to gain insights into customer sentiment, preferences, and behavior. This information can be used to make informed business decisions, improve customer experiences, and drive growth.

The survey data can give businesses actionable insights to help them make informed decisions about their products, services, and customer experiences.

Since Salesforce Surveys is integrated into the Salesforce platform, businesses can easily store and analyze survey data alongside other customer data, enabling them to gain a more comprehensive understanding of their customers. Let’s find out more about some of the best Salesforce Survey tools.

Who is Salesforce Survey Zoho Forms?

Zoho Forms is a flexible and user-friendly online form builder software that enables individuals and businesses to create customizable forms for various purposes, such as collecting feedback, survey responses, event registration, lead generation, and more. They are also equipped with Zoho Salesforce integration as well as other robust Zoho Forms integrations. It is a part of the Zoho suite of business applications and integrates with other Zoho products like Zoho CRM (e.g Zoho Forms Zoho CRM integration), Zoho Campaigns, and Zoho Workflow.

Some of the features of Zoho Form integration are:

It offers a simple user interface with 30+ field types, customizable themes, and situation-specific templates.

It lets you embed forms on web pages or share them on social media or via email campaigns.

It enables you to trigger conditional email or SMS notifications from your forms and receive instant updates on chat platforms.

It enables you to view, analyze, and optimize data with UTM tracking and form analytics.

It integrates with various applications such as Zoho CRM, Zoho Campaigns, Zoho Desk, Google Sheets, Mailchimp, and more.

It provides mobile apps for iOS and Android that let you create forms online and offline.

Zoho Forms has received positive reviews from users and industry experts, with many praising its ease of use, flexibility, and range of features.

With over 60 million users, you can see why they have won awards. The PCMag Editors’ Choice Award, the FinancesOnline Great User Experience Award, and the G2 Best Software Award ain’t given to just anybody!

Zoho Forms offers a free plan suitable for individuals and small businesses that need basic form-building capabilities. It includes up to three forms, 500 submissions per month, and essential features like form fields, custom branding, and mobile apps. If you need more, you can get their Basic Plan (with up to ten forms, 5,000 submissions per month), the Standard Plan (up to 25 forms, 25,000 submissions per month), or the Professional Plan with up to 100 forms, 1,00,000 submissions per month. (They didn’t exactly spend a lot of time and money on creating funky names for their plans, did they?)

Is Zoho Forms HIPAA Compliant?

Zoho Forms has features that allow you to create HIPAA Compliant forms.

Zoho Forms Pricing

You can expect to pay between $11 and $114 for Zoho Forms per month.

Zoho Salesforce Integration

Indeed it does.

Zoho to Salesforce integration enables businesses to streamline their lead generation and customer relationship management processes. Companies can automatically transfer data collected from Zoho Forms directly into Salesforce, eliminating the need for manual data entry and reducing the risk of errors.

The Zoho Forms to Salesforce integration enables businesses to create custom mappings between form fields and Salesforce fields, ensuring that data is entered into the correct fields in Salesforce. Companies can also set up custom workflows and rules to automate processes such as lead assignment, follow-up tasks, and notifications. Keep reading to find out about product features and Zoho Forms pricing.

Noteworthy Features of Zoho Forms

User-friendly drag-and-drop form builder

Conditional logic to create complex branching surveys that adjust based on the user’s responses.

CRM Integration with Zoho CRM, enabling users to create surveys that automatically add new leads or contacts to their CRM.

A mobile app that enables users to create, share, and collect responses on-the-go.

Export survey results to Microsoft Excel, Adobe PDF, CSV, and SPSS.

Drawbacks of Zoho Forms

Some of the disadvantages of Zoho Forms are:

There is a big jump in price from the free plan to the cheapest paid plan, which might put some users off.

It does not offer HIPAA-compliant forms, which some healthcare providers may need.

It only allows you to send surveys in relation to user, contact, person account, or lead records using basic survey functionality.

It does not allow you to create reports with case object and survey answers using basic survey functionality.

Survey invitation email templates do not allow you to include merge fields for objects other than user, contact, lead, person account, or survey question fields.

Zoho Forms can be complex and may have a steeper learning curve than other form builder platforms.

While Zoho Forms provides a user-friendly form builder with a range of pre-built form templates, some users may find that the customization options are limited compared to other form builder platforms.

Zoho Forms can sometimes be slow, especially if you are creating complex forms with many fields.

Best Zoho Forms Alternative: Titan Survey

Is Zoho Forms too expensive for you? Not customizable enough? Does it lack integrations with key tools you use in your daily workflow?

Let me tell you about Titan Surveys for Salesforce:

Titan Survey offers an Intuitive, easy-to-use survey builder that enables you to create custom surveys with a drag-and-drop interface. It is 100% Salesforce integrated and 101% code free and supports live Salesforce data push and pull. Titan Survey allows you to map survey responses to any Salesforce object.

It offers smart survey templates for various industries, such as education, healthcare, and human resources. You can customize the look and feel of your surveys with a range of pre-built themes and the ability to upload custom images.

Titan Survey offers a range of advanced question types, such as Likert scales, multiple-choice questions, open-ended and closed-ended questions, as well as rating and scale questions.

You can set up conditional branching to show or hide questions based on respondents’ answers, which can help create a more personalized survey experience.

Titan Survey empowers you to collaborate with team members and share survey drafts for review and feedback.

You can access real-time reports that offer detailed insights into survey results, including visualizations and analytics.

Titan Survey offers a range of integration options with third-party tools, including Zapier, Google Sheets, and Mailchimp.

Surveys created with Titan Survey are mobile-optimized, ensuring they look and function well on any device.

Titan Survey enables you to create surveys in multiple languages, making it an excellent option for global organizations or businesses targeting multilingual audiences.

Titan Survey offers advanced security features, including SSL encryption and data protection, ensuring that survey responses are secure and compliant with ultimate compliance with regulatory frameworks, such as HIPAA and GDPR2.

But surely Titan Survey is very expensive if it offers all these fabulous features?

Titan Survey offers a free plan that allows you to create and send up to 100 surveys monthly. This is a great way to try the service before committing to a paid plan.

If you decide you like it, Titan Survey offers a variety of pricing plans to fit your budget. This means you can get the features you need without breaking the bank or taking a second mortgage on your business. Titan Survey also offers 24/7 customer support so that you can get help when you need it. This is a great way to get your questions answered quickly and easily. The best part? We integrate seamlessly with Salesforce, no-code required!

Titan Website

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.