Salesforce stands out as a powerhouse, offering a range of tools to enhance customer engagement and drive business growth. One such category of tools is Salesforce survey tools, which empower organizations to gather valuable feedback from customers, employees, and stakeholders seamlessly. In this comprehensive guide, we’ll explore the top 7 Salesforce survey tools, their features, benefits, and how they can help you elevate your feedback management process. Additionally, we’ll provide external resources such as links and FAQs to help you make the most of these tools.
Overview:
Salesforce survey tools are designed to integrate seamlessly with the Salesforce platform, allowing organizations to create, distribute, and analyze surveys directly within their CRM environment. These tools offer a range of features to customize surveys, automate distribution, and analyze responses, enabling organizations to gain actionable insights and drive strategic decision-making.
Top 7 Salesforce Survey Tools:
SurveyGizmo:
SurveyGizmo is a powerful survey tool that integrates seamlessly with Salesforce, allowing users to create highly customizable surveys, analyze responses, and generate insightful reports. Its intuitive interface and advanced features make it a top choice for organizations looking to gather feedback effectively.
Use cases
- Customer satisfaction surveys after product purchases
- Employee engagement surveys to measure workplace morale
- Event feedback surveys to gather attendee opinions
- Product feedback surveys to collect user insights
- Market research surveys to understand target audience preferences
GetFeedback:
GetFeedback is a customer experience platform that enables organizations to create beautiful, branded surveys and collect feedback across multiple channels. Its integration with Salesforce ensures that feedback data is captured directly in the CRM, enabling organizations to take immediate action on customer insights.
Use cases
- Customer feedback surveys to improve product or service offerings
- Net Promoter Score (NPS) surveys to gauge customer loyalty
- Employee pulse surveys to track job satisfaction and morale
- Website feedback surveys to optimize user experience
- Event evaluation surveys to gather attendee feedback
FormAssembly:
FormAssembly is a versatile form building platform that offers robust survey capabilities. With its Salesforce integration, users can create dynamic surveys, collect responses securely, and map survey data directly to Salesforce objects, ensuring a seamless flow of information between forms and CRM.
Use cases
- Lead generation forms to capture prospect information
- Customer contact forms for support or inquiry purposes
- Volunteer sign-up forms for non-profit organizations
- Event registration forms for conferences or webinars
- Donation forms for fundraising campaigns
Qualtrics:
Qualtrics is a leading experience management platform that empowers organizations to capture, analyze, and act on feedback from customers, employees, and stakeholders. Its integration with Salesforce enables organizations to leverage advanced survey features and gain actionable insights to drive business outcomes.
Use cases
- Customer experience surveys to identify pain points in the user journey
- Product concept testing surveys to gather feedback on new offerings
- Employee onboarding surveys to improve the new hire experience
- Brand perception surveys to measure brand awareness and sentiment
- Market segmentation surveys to understand target audience demographics
SurveyMonkey:
SurveyMonkey is a popular survey tool known for its user-friendly interface and extensive question library. With its Salesforce integration, users can easily create surveys, distribute them via email or web, and sync survey responses with Salesforce records for comprehensive data analysis.
Use cases
- Market research surveys to gather insights on industry trends
- Customer satisfaction surveys to measure satisfaction with products or services
- Employee performance reviews to gather feedback on job performance
- Event planning surveys to collect attendee preferences and requirements
- Course evaluations for educational institutions to improve teaching quality
Typeform:
Typeform is a visually engaging survey tool that allows users to create interactive surveys and forms. Its integration with Salesforce enables users to capture leads, collect feedback, and automate workflows based on survey responses, making it a valuable tool for customer engagement and data-driven decision-making.
Use cases
- Job application forms for recruitment processes
- Customer feedback forms for website or app improvements
- Event registration forms for virtual or in-person events
- Product feedback forms to gather user opinions on new features
- Quiz or assessment forms for educational purposes or lead generation
Zoho Survey:
Zoho Survey is a comprehensive survey tool that offers a range of features to create, distribute, and analyze surveys. Its seamless integration with Salesforce allows users to sync survey data with CRM records, enabling organizations to gain valuable insights and enhance customer relationships.
Use cases
- Customer service feedback surveys to measure satisfaction levels
- Employee engagement surveys to assess workplace culture
- Market research surveys to gather insights on consumer preferences
- Training evaluation surveys to measure the effectiveness of training programs
- Website feedback surveys to improve user experience and navigation
Benefits of Using Salesforce Survey Tools:
- Seamless Integration: Salesforce survey tools seamlessly integrate with the CRM platform, ensuring that survey data is captured and stored directly in Salesforce for easy access and analysis.
- Customization Options: These tools offer a range of customization options, allowing users to create surveys that align with their brand identity and specific requirements.
- Automation Capabilities: Salesforce survey tools automate various aspects of the survey process, from distribution to response analysis, saving time and resources for organizations.
- Actionable Insights: By collecting feedback directly within Salesforce, organizations can gain actionable insights into customer preferences, satisfaction levels, and areas for improvement, enabling them to make informed decisions and drive business growth.
External Resources:
Frequently Asked Questions (FAQs):
Do Salesforce survey tools offer mobile compatibility?
Yes, most Salesforce survey tools offer mobile compatibility, allowing respondents to complete surveys on various devices, including smartphones and tablets.
Can survey responses be mapped directly to Salesforce records?
Yes, survey responses collected through Salesforce survey tools can be mapped directly to Salesforce records, such as leads, contacts, accounts, or custom objects, for comprehensive data analysis.
Are Salesforce survey tools suitable for both customer feedback and employee engagement surveys?
Yes, Salesforce survey tools can be used for both customer feedback and employee engagement surveys, offering customizable features to cater to different survey types and audiences.
Do Salesforce survey tools offer real-time reporting and analytics?
Yes, most Salesforce survey tools provide real-time reporting and analytics features, allowing organizations to track survey responses, analyze trends, and generate actionable insights promptly.
Conclusion:
Salesforce survey tools offer organizations a powerful platform to gather valuable feedback from customers, employees, and stakeholders, enabling them to drive business growth and enhance customer satisfaction. By leveraging the features and benefits of these top 7 survey tools, organizations can streamline their feedback management process, gain actionable insights, and make informed decisions to achieve their business objectives effectively.
