Beyond Surveys - Unlock the Power of Feedback Across Every Business Function

Automatically send a Customer Satisfaction Survey (CSAT) when a case is closed, with throttling to prevent survey fatigue.

• Measure customer happiness and monitor service team effectiveness.
• Automate reporting within SurveyVista and CRM dashboards.
• Trigger alerts or create a follow-up case to address dissatisfied customers immediately.
• Associate CSAT Survey scores with CRM contacts and accounts for better customer interactions.
• Track CSAT trends over time to identify areas for improvement.

Assess customer loyalty with an automated Net Promoter Score (NPS) survey.

• Measure likelihood of customers recommending your brand.
• Alert service teams to detractors and passives to take proactive action.
• Associate NPS Survey responses with CRM records to personalize engagement strategies.
• Monitor NPS trends to improve long-term customer relationships.

Evaluate the effort required by customers to interact with your business through a Customer Effort Score (CES) survey.

• Measure ease of product/service usage and issue resolution.
• Identify friction points that impact the overall customer experience.
• Use insights to improve self-service tools and support efficiency.

Host a SurveyVista-powered ticket form on your support website or portal.

• Enable customers to report issues, ask questions, or request services.
• Capture critical customer details to improve response efficiency.
• Route cases automatically to the appropriate support teams.

Get insights into how customers perceive your professional services with a post-project survey.

• Use milestone surveys to address issues before project completion.
• Collect feedback on consultant expertise, timeliness, and value delivered.

Collect feedback at key customer journey stages.

• Trigger automated surveys using CRM Flows and SurveyVista Record Lifecycle Maps (RLM).
• Map responses back to CRM for personalized follow-ups.
• Use built-in dashboards and AI-powered insights for smarter decision-making.
• Implement survey throttling to balance engagement and avoid survey fatigue.

Turn customer complaints into opportunities for improved relationships.

• Host forms on your website, social media, or support portals.
• Enable automated alerts for prompt resolution.
• Track complaints in CRM to ensure consistent follow-up.

Retention in B2B SaaS relies on delivering measurable customer outcomes.

• Poll users on the results they expect and what they actually achieve.
• Use insights to guide account managers and customer success teams.
• Improve renewals by addressing gaps in value realization.

Host a variety of custom landing pages on your marketing website using SurveyVista Forms.

• Drive engagement by linking forms in outbound campaigns to capture lead data.
• Automate progressive profiling – Forms can create or update CRM records, enriching lead and opportunity insights over time.

Simplify event sign-ups with seamless registration forms.

• Dynamic exit pages – Provide attendees with relevant follow-up content based on their responses.
• Automated CRM updates – Instantly update campaign member status and contact details in Salesforce.

Track who is downloading valuable content and ensure follow-ups happen automatically.

• SurveyVista Response Data Mapping handles updates to CRM records.
• Improve lead nurturing by enrolling prospects into the right marketing campaigns.

Ensure compliance with direct marketing regulations (CAN-SPAM, GDPR, etc.).

• Manage opt-ins and unsubscribes through an intuitive, user-friendly form.
• Sync preferences directly to CRM to keep records accurate.

Streamline partner onboarding and lead tracking.

• Capture new partner details through self-registration forms.
• Prevent duplicate leads using SurveyVista Response Data Mapping.
• Trigger alerts for partner managers to follow up on new business opportunities.
• Use SurveyVista assessments to evaluate partner capabilities and performance.

Expand audience insights by embedding SurveyVista forms and surveys on:

• Facebook, LinkedIn, Pinterest, and other social platforms.
• Associate feedback with CRM records or collect anonymous insights.
• Encourage engagement by providing easy, social-friendly survey experiences.

Automatically collect and qualify new leads from websites, social media, and gated content downloads.

• Flexible lead handling – Create Leads, Contacts, Accounts, or Opportunities based on your CRM setup.
• Gated Content via Surveys and Automated Campaign Enrollment – Capture lead details through surveys before granting access to whitepapers, e-books, or exclusive content. Add captured leads as members in relevant marketing campaigns for targeted nurturing and follow-ups.
• Duplicate Check & Lead Scoring – Use SurveyVista Response Data Mapping to update existing leads and adjust lead scores dynamically.

Maximize inside sales success with structured, data-driven call scripts.

• Pre-populated content – Pull relevant CRM data to personalize conversations
• Real-time CRM updates – Capture call details and initiate follow-ups automatically.
• Ensure messaging consistency – Guide sales teams with key value points and objection-handling responses.

Save time by allowing prospects / sales team members to provide essential opportunity details directly.

• Trigger automated qualification requests at key sales cycle stages.
• Prepopulate known information for a seamless customer experience.
• Update Opportunity Status & Prioritization based on responses to focus on the most promising deals.

Optimize the selection process for proof-of-concept (POC) and trial requests to increase conversion rates.

• Capture detailed requirements upfront to match prospects with the right trial setup.
• Automatically qualify POC requests to ensure alignment with business needs.
• Improve sales efficiency by prioritizing high-potential trials and focusing resources where they matter most.

Keep CRM data accurate and up to date with periodic customer updates.

• Pre-populated forms – Ask contacts to verify or correct their details.
• Auto-update CRM across both standard and custom objects.

Understand why deals are won or lost to refine sales strategies.

• Collect customer insights on the buying decision process.
• Identify competitive differentiators and areas for improvement.
• Include a “stay in touch” option to nurture long-term relationships.

Ensure sales teams are equipped with the right knowledge to sell effectively.

• Test understanding of new products and messaging.
• Accelerate onboarding with structured training quizzes.
• Identify knowledge gaps and provide targeted learning resources.

Streamline project execution by collecting product configuration details and project requirements through SurveyVista forms.

• Ensure accuracy by capturing structured data directly within Salesforce.
• Improve collaboration between teams with automated workflows and approvals.

Automatically create and manage cases from:

• Website forms
• Facebook fan pages
• In-app support requests
• Self-service portals – Redirect users to FAQ pages and only create cases when additional help is needed.

Empower support agents with dynamic, structured call scripts to deliver consistent and effective customer service.

• Multi-language, scenario-based guidance for inbound customer queries.
• Smart routing – Show only relevant questions based on customer input.
• Integrated CRM updates – Automatically log key details to track product issues and call center performance.

Simplify complex business workflows, including:

• Grant applications – Manage submission, review, and approval processes efficiently.
• Product configuration intake – Ensure structured data collection for accurate order fulfillment.
• Medical trial management – Automate participant enrollment and data tracking.
  Fully integrated with CRM, ensuring that the right data reaches the right teams at the right time.

Collect and categorize product and process improvement ideas through:

• Website, intranet, or social media forms
• Custom picklists to streamline categorization and analysis
• Direct integration with CRM to enhance innovation tracking and decision-making.

• User Experience & Feature Adoption – Collect real-time feedback on new features, usability, and friction points directly within the app to optimize product design and improve adoption.
• Churn & Retention Insights – Trigger surveys based on user behavior to understand why users disengage, helping teams refine onboarding, feature enhancements, and retention strategies.
• Data-Driven Product Decisions – Integrate survey responses with CRM and analytics tools to correlate feedback with user activity, enabling more informed product roadmap decisions.

Capture feedback at every key employee interaction, from onboarding to exit.

• Automate survey triggers using Salesforce Flows and SurveyVista Record Lifecycle Maps.
• Personalized Surveys – Leverage CRM data to improve engagement and response rates.
• Survey Throttling – Prevent survey fatigue with intelligent distribution.
• Response Data Mapping – Seamlessly integrate feedback into Salesforce for real-time insights.
• Role-Based Dashboards – Automate reporting so HR and managers can focus on insights and improvements.

Measure and understand employee engagement levels throughout the year.

• Gather insights on employee morale, motivation, and workplace culture.
• Identify trends and turn perceptions into actionable strategies.

Assess how workplace wellness impacts happiness, productivity, and retention.

• Gain insights into employee well-being and mental health.
• Identify areas to enhance workplace policies for better work-life balance.

Collect direct feedback from employees to improve company culture and operational efficiency.

• Understand employee satisfaction, ethics, and business processes.
• Use anonymous feedback to drive meaningful organizational improvements.

Capture multi-source feedback from peers, managers, direct reports, and customers.

• Identify strengths and development areas with structured assessments.
• Advanced scoring – Rate employees across different categories and generate overall scores.

Streamline recruitment by capturing candidate information, resumes, and pre-hire assessments.

• Use SurveyVista quizzes to screen applicants and assess skill levels.
• Automate data collection from job boards, intranets, and social media.

Provide a secure and anonymous way for employees to report concerns.

• Route reports directly to the right individuals or departments.
• Ensure transparency and accountability while protecting whistleblowers from retaliation.

Test employee knowledge, compliance, and training effectiveness.

• Assess understanding of company values, health & safety, data security, and diversity policies.
• Use SurveyVista assessments to reinforce learning and track employee development.

Organizations rely on SurveyVista to conduct a variety of third-party assessments to ensure compliance, manage risk, and maintain operational excellence. These include:

• Vendor Risk Assessments – Evaluate supplier compliance, security risks, and operational standards.
• Quality Assurance Checklists – Standardize inspection processes and track adherence to protocols.
• Financial Audits – Automate data collection for financial compliance and reporting.
• ESG Compliance – Monitor and report environmental, social, and governance standards.
• Health & Safety Checklists – Ensure workplace safety and regulatory adherence.

SurveyVista’s Data Review & Correction Workflow ensures that all required information is collected before advancing assessments for review, preventing incomplete submissions and improving decision-making.

Capture meaningful feedback at key interactions with donors, volunteers, and community members. Use Salesforce Flows or SurveyVista Record Lifecycle Maps (RLM) to automatically trigger surveys at crucial touchpoints.

• Personalized Surveys – Use Salesforce Nonprofit Cloud (NPC) and Nonprofit Success Pack (NPSP) data to tailor survey content and improve response rates.
• Response Data Mapping – Seamlessly map survey responses back into NPC and NPSP for better insights and data-driven actions.
• Survey Throttling – Avoid survey fatigue by managing frequency and targeting outreach effectively.

Easily create and host branded forms for:

• Donor, volunteer, and member registrations
• Event sign-ups and engagement tracking
• Donation and pledge commitments

All form submissions automatically sync to NPC and NPSP, ensuring accurate data and real-time updates.

Measure and optimize the effectiveness of your programs with survey-driven impact assessments.

• Beneficiary Registration Forms – Streamline participant onboarding and intake processes.
• Grant Applications & Approvals – Use SurveyVista’s Data Review & Correction Workflow to manage grant applications and approvals efficiently.
• Grant Reporting & Compliance Surveys – Collect program metrics from beneficiaries to ensure grant compliance.
• Sponsorship & Partnership Assessments – Gather insights from corporate sponsors and partners to improve collaboration.

Ensure your staff and volunteers are well-equipped with structured assessments and training evaluations.

• Conduct knowledge checks for onboarding and professional development.
• Assess competency levels to track progress and compliance.
• Use quizzes to reinforce learning and improve skill retention.