Client Feedback That Lives In Salesforce
Build tailored feedback experiences with conditional logic that capture client sentiment and sync to Salesforce, in real time. Transform feedback into Salesforce data you can act on.
Client Feedback
Feedback To Salesforce
Post-Service Feedback
After hitting key milestones, give your clients a fully-branded survey that adapts as they answer, and syncs instantly to Salesforce.
All-In-One
Embed fully branded surveys in Titan Web pages. All feedback stays in one Salesforce-synced space, no extra survey tools or manual exports needed
Tailored Experience
Personalize your clients' journey with tailored flows powered by conditional logic. Lead them in the right direction, based on their inputs.
”It’s an incredibly powerful tool with endless possibilities. Using the Titan platform saved us a huge amount of time.”
Explore Titan for Client Feedback
Take a deeper dive into Titan for Client Feedback, including customer success stories and real-world use cases
Upgrade Your Surveys
Titan’s Salesforce Survey can upgrade your Standard Surveys
Branded Feedback Flows
Design multi-step, conditional survey flows with Titan’s range of survey templates.
Event Feedback
Collect event feedback with dynamic Salesforce evaluation forms.
“All-in-one platform providing a perfect solution to everything. Forms, Web, and signature are all features we leverage and see high value from. It seamlessly integrates with Salesforce.”
Send Surveys with Maximum Flexibility
Send surveys via WhatsApp, SMS, Flow, List View, or Reports in Salesforce survey builder at the touch of a button. With Titan, there are absolutely zero limits and the decision is up to you!
Define Salesforce survey flows using conditional logic
Titan supports custom conditional logic for Salesforce survey flows. This means you can create a survey in Salesforce and fully personalize the journey for each and every respondent. Survey takers get to skip boring and irrelevant questions, drop-out rates are cut, and your market segmentation gets a whole lot easier.
Push and pull real-time Salesforce data
Get bi-directional surveys for Salesforce with the ability to push and pull real-time data directly from your team’s Salesforce databases. With Titan’s Salesforce survey integration, you can pre-fill information based on Salesforce records and use advanced reports and analytics.
Web & Email Surveys
You can send Salesforce surveys via web or email. With web surveys you have the option to create more interactive surveys that can be embedded in your website, distributed via a link in your socials, or included in a mail.
On the other hand, email surveys are shorter, less complex, more targeted, and have a higher response rate. Both survey types have different strengths and with Titan, you can pick which one to use depending on your audience and use case
- Instant Feedback
- Dynamic Data
- Bi-directional
- Salesforce Integration
- Salesforce Automation
Titan for Deal Room FAQs
Can surveys update any Salesforce object?
Yes. Surveys can write to Accounts, Contacts, Cases, Opportunities, or custom objects.
Can we customize the survey experience to match our brand?
Absolutely. Control layout, colors, fonts, steps, and logic to match your brand exactly.
Can surveys be triggered automatically from Salesforce events?
Yes. Trigger feedback flows from case closures, renewals, onboarding stages, or any Salesforce event.
Does Titan support conditional logic and multi-step surveys?
Yes. Build complex, logic-driven surveys that adapt based on client responses.
Is feedback data stored only in Salesforce?
Yes. Titan does not store survey data. Everything lives securely in Salesforce, keeping it your single source of truth.
Can feedback create alerts or tasks automatically?
Yes. Responses can trigger tasks, notifications, or workflows for CSMs and account owners.
Transform Feedback Into Salesforce Data You Can Act On
