SurveyVista v/s Salesforce Surveys and Salesforce Feedback Management

If you are looking for 100% native Salesforce Survey Solution and interested to know what different options you have, We would suggest you to look at a detailed article published on SalesforeBen website, written by David Claiborne.

 

In the article, David has provided history of Surveys and Salesforce. He talks in length, about Salesforce Surveys, Salesforce Feedback Management, and SurveyVista - 100% Native Salesforce Survey Solution.

 

As highlighted in the article, At this point in time, 100% Native SurveyVista is an extremely competitive product. Feature for feature, it matches up very well with Salesforce Surveys and even the Salesforce Feedback Management product at a fraction of the cost of Salesforce Surveys and Feedback Management. Some of its differentiating features include:

 

  • Over 25+ different question types that includes NPS, CSAT, Video, Signature, and various Grid Questions
  • Mapping question responses to salesforce records. (also known as Salesforce Response Mapping or Salesforce Data Mapper)
  • Powerful built in and configurable Scoring calculations to utilize surveys as a checklist and assessment tools.
  • MergeField support to map salesforce data into email templates and survey questions.
  • Automatically link Survey Targets (also known as Survey Subjects) e.g. when assigning a survey to a contact, the contact’s account record is automatically linked with the survey responses.
  • Easily migrate surveys from one org to another org using export import functionality.
  • Import legacy surveys and survey responses from excel & csv files.

Using Survey app, such as SurveyVista - you can easily:

 

  • Build Survey with easy to use WYSIWYG builder to design beautiful and mobile friendly Surveys & Forms.
  • Personalized Surveys experience using various options such as: Branding options, Merge Fields, and Provide survey context within the email invitation with embedded questions.
  • Distribute surveys to emails, users and contacts using different channels.
  • Easily integrate your customer feedback directly into Salesforce Standard and/or custom objects.
  • Survey your customers right in the Salesforce Chat (live agent) window.
  • Automatically send surveys after customer interaction at various stages using flows and process builder.
  • Explore and Analyze survey key metrics using out of the box reports and dashboards.
  • Create your own reports with open custom objects based schema.

If you are interested  to know how you can achieve your Survey requirements or different Survey use cases without  your sensitive data leaving Salesforce, Get in touch with a SurveyVista representative.

 

Note: David Claiborne is an independent technology consultant, focusing solely on salesforce.com since 2004. He started the Salesforce Surveys group on Trailblazer in 2018 when Surveys was released.