SurveyVista

Data is the fuel that powers your business

Capture more feedback with less effort.
Integrate with other Salesforce data for deeper insights.
Develop deeper understanding to generate richer insights.
Act with speed to address issues raised.

It's in the name and it's how many of our customers start using SurveyVista.

Surveys are an important part of a company's toolkit and used extensively for good reason.

They are appropriate for a wide range of uses.
Surveys can be delivered across all channels, giving you coverage and flexibility.
They are very cost-effective, especially when automation is used to trigger feedback and at different stages of the customer journey and enact the complete survey process.
They can highlight emerging issues, giving you time to act to maintain loyalty and revenue.
Insights can drive innovations that customers value, giving you a competitive edge.

From our work with hundreds of customers, we know what it takes to build a great survey program; knowledge we have distilled into a powerful, four step feedback process:

Collect better

Capture feedback at the right moments with Salesforce-native surveys, forms, and assessments that fit directly into your customer journeys.

Understand deeper

Connect every response to Salesforce data so your teams can see the customer context behind every score, comment, and signal.

Act smarter

Use feedback inside Salesforce to trigger follow-ups, workflows, alerts, and insights that help teams close the loop faster.

Skipping any one of these stages is a recipe for failure. Learn more about ‘Survey Strategies for Success‘.

The uses are endless: anywhere you need to collect data, SurveyVista is ready. Where to start? Here's just a few examples:

Services & Support

Customer Satisfaction Surveys (CSAT)
Net Promoter Score (NPS) Surveys
Case Closed Feedback Surveys
Complaint Resolution Surveys
Support Ticket Submission Forms

Sales

Customer Onboarding Feedback
Requirements Discovery Surveys
Proof-of-Concept (POC) Qualification & Tracking
Win/Loss Analysis Surveys
Sales Enablement Assessments & Quizzes
Order Forms

Non-Profit

Donor Feedback Surveys
Program Impact Assessments
Volunteer Satisfaction & Feedback Forms
Grant Application & Approval
Membership Renewal & Engagement Surveys
Community Feedback Surveys

marketing

Lead Capture Forms & Qualification Surveys
Event Registration Forms & Feedback Surveys
Market Research Surveys
Subscription Preferences Management
Brand Awareness & Perception Surveys

Human Resources

Employee Engagement Surveys
Onboarding Feedback Surveys
Exit Interviews
Job Application Forms
Performance Reviews & Goal Setting
Training Needs Assessments

Product

In-App Feedback
Feature Prioritization Surveys
Beta Testing Feedback
Competitor Benchmark Surveys
Program Impact Surveys

Examples of surveys for customers, partners, employees and others can be found in the SurveyVista Institute; the home for all our best practice advice.