Effortless and advanced Salesforce surveys

Question 1

Why should I consider using Survicate as an alternative to Salesforce surveys?

Answer

There are several compelling reasons to consider using Survicate as an alternative to Salesforce surveys, particularly regarding flexibility, functionality, and cost-effectiveness.

Comprehensive survey platform: Unlike Salesforce surveys, which offer a basic survey tool with limited features, Survicate is a fully functional, flexible, and user-friendly survey platform. This allows you to create custom surveys with various question types, logic, and designs that best suit your needs
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Robust analytics and CRM integration: Survicate's built-in analytics provide in-depth insights into survey responses. Additionally, you can enrich your survey results with data from your CRM, enabling you to make more informed decisions based on a comprehensive understanding of your customer data
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Versatile survey distribution: Salesforce surveys primarily focus on email distribution, while Survicate offers multiple survey distribution channels, such as website feedback surveys, in-app surveys, and native SDK for mobile apps. This flexibility ensures you can reach your target audience through their preferred channels.
Custom object mapping: With Survicate, you can map survey responses to any default or custom Salesforce objects, giving you complete control over the setup and organization of your data
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In summary, choosing Survicate as an alternative to Salesforce surveys provides you with a more flexible, feature-rich, and cost-effective solution. Its seamless integration with Salesforce, versatile survey distribution options, and custom object mapping capabilities make it an ideal choice for businesses looking to enhance their customer feedback collection and analysis.

Question 2

How does Survicate compare to other Salesforce survey tools?

Answer

When comparing Survicate to other Salesforce survey tools, there are several key factors that set it apart and make it an ideal choice for businesses seeking a comprehensive and user-friendly survey solution.

Flexibility and integration: Like most Salesforce survey tools, Survicate offers a highly flexible email survey solution, featuring dedicated HTML templates, merge tag support, and seamless integration with Salesforce for data analysis and storage. This ensures that your customer feedback is efficiently captured and organized within your CRM
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Multiple survey channels: In addition to email surveys, Survicate offers targeted website surveys for lead intelligence research, in-app surveys to support product-led growth initiatives, and a mobile SDK for conducting Salesforce-integrated research within your mobile app. This broad range of survey distribution options ensures that you can reach your audience effectively across multiple channels
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Ease of use: Survicate's Salesforce integration is designed for simplicity and speed, allowing you to set up and configure the integration within minutes, all without any coding knowledge required. Mapping survey responses to Salesforce fields is also a straightforward process, making it easy to manage your customer data
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In conclusion, Survicate stands out among other Salesforce survey tools due to its flexibility, range of survey distribution options and ease of use. Its robust integration with Salesforce and user-friendly features make it an excellent choice for businesses looking to enhance customer feedback collection and analysis processes.

Question 3

How do Salesforce surveys work in Survicate?

Answer

With Survicate, running Salesforce surveys is a simple and efficient process. Here's an overview of how Salesforce surveys work using Survicate:

Create your survey: Start by creating a survey from scratch or choosing from over 200 professionally designed templates tailored for various use cases. These templates ensure a solid foundation for your survey, regardless of your specific goals or objectives.
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Map survey questions to CRM fields: To save survey responses in Salesforce, map each question to corresponding fields within your default or custom CRM objects. This ensures that all collected data is seamlessly organized and stored within Salesforce for easy access and analysis.
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Use merge tags for personalization: Survicate can fetch relevant information from your CRM and apply it to your survey. This feature lets you personalize the survey experience for your respondents and filter survey results based on the CRM data.
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Embed the survey in emails: Once your survey is ready, copy the dedicated link or HTML code provided by Survicate for one-click email surveys. You can paste this link or code into Salesforce emails or any other email marketing tool you prefer, making it easy to distribute your survey to your target audience.

In summary, Survicate's integration with Salesforce allows you to create, customize, and distribute surveys with ease. The seamless process of mapping survey questions to CRM fields, using merge tags for personalization, and embedding surveys in emails ensures that your customer feedback is efficiently captured and organized within your Salesforce CRM.

Question 4

Can I map Survicate Salesforce surveys to default and custom objects?

Answer

Absolutely! With Survicate's Salesforce integration, you can easily map each survey question to fields in default and custom objects according to your specific needs. This process does not require any coding or advanced configuration on your part.

When creating a survey with Survicate, the platform automatically fetches all objects from your Salesforce CRM, making them readily available for you to select. You simply choose the appropriate object and field from the list, ensuring your survey responses are seamlessly organized and stored within your CRM.

By allowing you to map survey questions to default and custom objects, Survicate provides a highly flexible and customizable solution for managing customer feedback within Salesforce. This helps you to analyze and utilize the collected data efficiently, ultimately resulting in more informed decision-making and improved customer experiences.

Question 5

What kind of Salesforce surveys can I run with Survicate?

Answer

With Survicate, you can run various Salesforce surveys tailored to your specific needs. Popular survey types include:

Net Promoter Score (NPS): NPS surveys measure customer loyalty and satisfaction by asking respondents how likely they are to recommend your product or service to others. This metric provides valuable insights into overall customer sentiment and helps you identify areas for improvement
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Customer Satisfaction Score (CSAT): CSAT surveys focus on gauging customer satisfaction with a specific product, service, or interaction. These surveys enable you to pinpoint and address specific issues affecting customer satisfaction
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Customer Effort Score (CES): CES surveys evaluate the ease of interactions customers have with your business. They help you identify friction points and streamline the customer experience to reduce effort
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Survicate allows you to create custom surveys for any purpose you can think of. Whether you need to collect feedback on a new feature, conduct market research, or gather employee feedback, Survicate's flexibility and robust feature set make it the ideal platform for running Salesforce surveys tailored to your unique requirements

Question 6

Can I use Survicate for the Salesforce customer satisfaction survey (CSAT)?

Answer

Definitely! Survicate is an excellent choice for conducting Customer Satisfaction Surveys (CSAT) within Salesforce. With Survicate, you can select one of the pre-built CSAT templates available in the platform or create your custom survey tailored to your specific needs.

Using the pre-built templates, you can quickly launch a CSAT survey that follows best practices and industry standards. Professionals design these templates to ensure that you collect meaningful and actionable feedback from your customers.

If you prefer to create a custom survey, Survicate offers a user-friendly interface and a variety of question types to help you craft the perfect CSAT survey for your business. Once your survey is ready, you can easily map survey responses to Salesforce fields and objects, ensuring seamless integration with your CRM.

Using Survicate for your Salesforce Customer Satisfaction Surveys, you can efficiently collect, analyze, and act on customer feedback to improve your products, services, and customer experience.

Question 7

Can I build a Salesforce custom survey with Survicate?

Answer

Absolutely! With Survicate, you can build custom Salesforce surveys tailored to your specific needs. You can either start from scratch, utilizing the platform's 15+ question types, or choose from over 200 professionally designed survey templates as a starting point.

When building a custom survey, you can easily add a variety of question types such as multiple-choice, open-ended, ranking, matrix, slider, and more. This allows you to create a survey that captures the precise information you need from your respondents.

If you prefer to use one of the available survey templates, you can quickly customize them to match your requirements. These templates cover a wide range of use cases and industries, making it easy to find one that suits your needs.

Once your custom Salesforce survey is ready, you can seamlessly integrate it with your CRM by mapping the survey responses to appropriate fields and objects in Salesforce. This ensures that your data is effectively organized and readily available for analysis and action.

Question 8

What kind of questions can I include for my Salesforce surveys?

Answer

With Survicate, you have a wide range of question types at your disposal for your Salesforce surveys, allowing you to create a survey that captures the information you need effectively. The available question types include:

Single Answer: Respondents select one option from a list of choices
Multiple Answer: Respondents can select more than one option from a list
Text Answer: Respondents provide open-ended answers in a text box
Smiley Scale: Respondents rate their experience using a range of smiley faces
Rating Scale: Respondents rate items on a numerical or star rating scale
NPS (Net Promoter Score): Measures customer loyalty and willingness to recommend your product or service
CSAT (Customer Satisfaction Score): Assesses overall customer satisfaction
CES (Customer Effort Score): Evaluates the ease of interactions with your product or service
Likert Scale: Respondents indicate their level of agreement or disagreement with a statement
Dropdown: Respondents choose one option from a dropdown list
Matrix: Respondents evaluate multiple items using the same set of criteria
Contact Form: Collect contact information from respondents
Ranking Question: Respondents rank options in order of preference

In addition to these question types, Survicate also offers various actions you can incorporate based on the answers provided by respondents. These actions include redirects to different survey pages or external websites, calls to action (such as displaying a message or prompting for an email address), and social media redirects for sharing the survey or your content.

This wide variety of question types and actions enables you to create engaging and effective Salesforce surveys that gather the insights you need to drive your business forward.

Question 9

How can I build a Salesforce survey with Survicate's survey builder?

Answer

Building a Salesforce survey with Survicate's survey builder is a simple process. You can start with a fully editable template or create a survey from scratch, depending on your needs. To create a Salesforce survey using Survicate's survey builder, follow these steps:

Log in to your Survicate account or sign up for a new account if you don't have one
Navigate to the survey builder and choose to start with a template or create a new survey from scratch
Add questions to your survey using the available question types that best suit your needs
For each question, map it to your Salesforce CRM with a single click. You can choose to map the responses to default or custom objects in Salesforce
Customize the design of your survey, including colors, fonts, and images, to match your brand identity
Save your survey and navigate to the "Distribution" tab
Copy the provided link or HTML code for the survey and paste it into your Salesforce email template or any other email marketing tool you prefer.
Monitor and analyze the survey responses in real-time within Survicate or Salesforce

If you need assistance during this process, Survicate's support team is available 24/5 via live chat (with an average response time of under 3 minutes) or through a scheduled call with your Account Executive. They are always ready to help you create a successful Salesforce survey that aligns with your objectives and gathers valuable insights for your business.

Question 10

Can I customize the look and feel of a survey in Salesforce built with Survicate?

Answer

Absolutely; with Survicate, you can fully customize the look and feel of a Salesforce survey to match your brand identity or specific design preferences. Survicate offers a range of customization options to ensure your survey aligns with your desired appearance. Here's how you can customize your survey in Salesforce using Survicate:

In the Survicate survey builder, select your survey or create a new one
Navigate to the "Design" tab to access the customization options
Choose from one of the predefined themes or create your custom theme by adjusting colors, fonts, and other design elements
Customize the layout of your survey by adjusting the size, positioning, and spacing of the survey elements
Add images or logos to your survey to personalize it further and make it more visually appealing
If you need even more control over your survey's design, you can add custom CSS to style your survey precisely how you want

With these customization options, you can ensure that your Salesforce survey created with Survicate looks professional and engaging, making it more likely for your respondents to provide valuable feedback. The flexibility of Survicate's customization features allows you to tailor the survey experience to your audience and gather the insights you need for your business.

Question 11

How can I export the data from a Survicate for Salesforce survey?

Answer

With Survicate for Salesforce, you have several options for exporting the data collected from your survey. These options allow you to access, analyze, and share the results in a format that best suits your needs. Here's how you can export the data from a Survicate for Salesforce survey:

Export graphs and word clouds as images: You can easily save the visual representations of your survey results as images for use in presentations, marketing materials, or reports
Google Sheets integration: Connect Survicate to Google Sheets and have your data exported in real-time, allowing for easy collaboration and analysis within your team
XLS or CSV file export: Download your survey results in XLS or CSV format for further analysis, filtering, or sharing with your team members.
Reporting API and Webhooks: Utilize Survicate's reporting API and webhooks to programmatically access your survey data and integrate it with other tools or platforms
Native integrations and Zapier: Send your responses directly to Salesforce or other tools you use with Survicate's native integrations or by connecting with Zapier. This lets you easily sync and analyze your survey data within your existing workflows and platforms

These export options provide flexibility and convenience for managing and sharing your survey data, ensuring you can leverage the insights gathered from your Survicate for Salesforce survey to drive informed decision-making and improve your business operations.

Question 12

Can I use Survicate to create a simple survey for Salesforce?

Answer

Yes, you can use Survicate to create a simple survey for Salesforce. Survicate is a versatile survey tool that allows you to create surveys ranging from straightforward customer feedback research to more complex customer experience programs.

With Survicate's user-friendly survey builder, you can start by choosing from over 200 customizable templates or creating a survey from scratch. You can easily add a variety of question types, such as single answer, multiple answers, text answer, rating scales, and more, depending on your needs.

Once you've created your simple survey, you can map each question to the corresponding fields in your Salesforce CRM, either in default or custom objects. This ensures that your survey data is seamlessly integrated into your Salesforce system for easy analysis and follow-up.

To distribute your survey, you can use email marketing, marketing automation tools, or Salesforce itself. With Survicate's one-click email surveys, you can embed the first question directly into an email, encouraging higher response and completion rates.

In summary, Survicate is an excellent choice for creating simple surveys for Salesforce, providing seamless integration and an easy-to-use survey builder to help you gather valuable customer insights.

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Question 13

What are some popular use cases for using Survicate Salesforce surveys?

Answer

Survicate Salesforce surveys offer various applications to help businesses optimize their customer interactions, gather valuable feedback, and improve overall customer experience. Some popular use cases for using Survicate Salesforce surveys include:

Customer Satisfaction (CSAT): Collect feedback on customers' satisfaction with your products, services, or support. Use Survicate Salesforce surveys to measure how happy your customers are and identify areas for improvement. You can follow up with customers to resolve issues, enhance relationships, and improve retention
Net Promoter Score (NPS): Assess customer loyalty by asking customers how likely they are to recommend your business to others. Analyze the results to identify promoters, passives, and detractors, and use this data to improve customer experience and drive growth
Customer Onboarding: Monitor the onboarding process and gather feedback from new customers to optimize their experience. Identify pain points, address concerns, and streamline the onboarding process to increase customer engagement and satisfaction
Post-Purchase Feedback: After a customer makes a purchase, send a survey to collect their opinions on the product, delivery, and overall shopping experience. Use this feedback to improve your offerings and provide better customer support
Event Feedback: Collect feedback from attendees after a conference, workshop, or other events to evaluate the success and identify areas for improvement. This helps ensure future events provide better experiences for attendees
Employee Satisfaction: Use Survicate Salesforce surveys to measure employee satisfaction and gather feedback on company culture, work environment, and management practices. This feedback can improve employee engagement, productivity, and retention
Lead Scoring and Qualification: Use surveys to gather additional information about leads, such as their pain points, needs, and preferences. This data can be used to score leads and determine their qualification, allowing your sales team to focus on high-priority prospects
Product Development: Collect feedback from customers and prospects on new product features, designs, or pricing. Use this data to make informed decisions on product improvements, better align offerings with customer needs, and drive innovation
Market Research: Conduct surveys to gather insights into market trends, customer preferences, and competitor analysis. Use this data to inform your marketing strategy, product development, and business decisions
Customer Segmentation: Use surveys to collect demographic and behavioral data, allowing you to segment customers based on various criteria. This information can be used to create targeted marketing campaigns, personalize communication, and improve overall customer experience

By leveraging the power of Survicate Salesforce surveys, businesses can gather valuable insights, enhance customer relationships, and make data-driven decisions to drive growth and success. These popular use cases demonstrate the versatility and value that Survicate Salesforce surveys can bring to various business scenarios.

Question 14

Do you offer any Salesforce survey templates?

Answer

Survicate offers a wide variety of Salesforce survey templates, with over 200 professionally designed templates available. These templates cover a broad range of use cases and goals, making it easy to find one that suits your needs. Each template can be easily integrated with Salesforce, allowing you to collect and analyze valuable customer feedback directly within your CRM.

The available templates include popular survey types such as Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), and more. They are designed to help you quickly create and deploy surveys without starting from scratch, saving you time and effort.

Additionally, each template can be fully customized to match your branding and specific requirements. You can edit the questions, response options, and design elements to create a unique and tailored survey experience for your respondents.

By offering a wide range of Salesforce survey templates, Survicate makes it simple for businesses to create and deploy effective surveys and gather valuable customer feedback, all while seamlessly integrating with your Salesforce CRM.

Question 15

How can I test the Salesforce survey tool with Survicate?

Answer

To test the Salesforce survey tool with Survicate, you can begin by signing up for a free account. Our freemium account offers access to essential features, allowing you to create and test surveys before committing to a paid plan. This way, you can experience firsthand how Survicate works and determine if it meets your needs.

If you prefer a more personalized approach, you can request a call with one of our Account Executives. During the call, they will help you determine if Survicate is a good fit for your business, answer any questions, and guide you through the platform. They can also assist you in setting up your testing environment, ensuring that you have everything in place to evaluate the capabilities of Survicate's Salesforce survey tool fully.

By providing a free account and personalized support, Survicate ensures that you can effectively test the platform and make an informed decision about whether it is the right survey solution for your business and its Salesforce integration needs.

Question 16

How do I experience a Salesforce survey in email?

Answer

Experiencing a Salesforce survey in email with Survicate is a seamless process. One-click email surveys enable the first question to be embedded directly into the email. When recipients click on an answer option, they are automatically redirected to the rest of the survey to continue providing their responses.

This approach significantly increases both response and completion rates, eliminating the need for users to click on a separate link to access the survey. By making it easier and more convenient for recipients to begin the survey, you can gather more customer insights and improve the quality of the data stored in your CRM.

To set up a one-click email survey, you'll need to create your survey in the Survicate survey builder and then copy the provided HTML code. This code can be pasted into the body of your Salesforce email or any other email marketing tool you use. The embedded survey question will be displayed directly in the email, allowing recipients to start the survey with a single click and ensuring a smooth user experience.

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Effortless and advanced Salesforce surveys

Create and automate Salesforce surveys in 5 minutes

Maximize the potential of Salesforce surveys targeting

Analyze Salesforce survey data in one tool

What people say about Survicate

Why do companies switch
to Survicate?

We’re here to support you 
along the way

Effortless and advanced Salesforce surveys

Create and automate Salesforce surveys in 5 minutes

Maximize the potential of Salesforce surveys targeting

Analyze Salesforce survey data in one tool

What people say about Survicate

Why do companies switchto Survicate?

Why should I consider using Survicate as an alternative to Salesforce surveys?

How does Survicate compare to other Salesforce survey tools?

How do Salesforce surveys work in Survicate?

Can I map Survicate Salesforce surveys to default and custom objects?

What kind of Salesforce surveys can I run with Survicate?

Can I use Survicate for the Salesforce customer satisfaction survey (CSAT)?

Can I build a Salesforce custom survey with Survicate?

What kind of questions can I include for my Salesforce surveys?

How can I build a Salesforce survey with Survicate's survey builder?

Can I customize the look and feel of a survey in Salesforce built with Survicate?

How can I export the data from a Survicate for Salesforce survey?

Can I use Survicate to create a simple survey for Salesforce?

What are some popular use cases for using Survicate Salesforce surveys?

Do you offer any Salesforce survey templates?

How can I test the Salesforce survey tool with Survicate?

How do I experience a Salesforce survey in email?

We’re here to support you along the way

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Why do companies switch
to Survicate?

We’re here to support you 
along the way