The SurveyVista Platform
One platform. Every signal.
Automated results.
All inside Salesforce.
SurveyVista doesn't just collect signals - it turns them into automated actions that prevent churn, grow revenue, improve productivity, and eliminate risk. All inside Salesforce. For every team. Every role. Every mission.
- ⭐ 4.96/5 AppExchange
- 222+ Verified reviews
- Setup in days, not months
Feedback is one signal.
We collect all of them.
Most platforms only do surveys. SurveyVista collects every signal type your teams need — all writing directly to Salesforce records, all triggering workflows automatically.
Surveys
NPS · CSAT · VoC · CES · Pulse · 360° · Custom
→ Churn signals · Advocacy triggers · Renewal intelligence
Forms
Lead capture · Data collection · Web-to-Salesforce · Event intake · Volunteer intake
→ Intent data straight to Salesforce records
Assessments
Deal scoring · Vendor assessment · 360 reviews · Health checks
→ Qualification signals · Risk scoring · Readiness intelligence
Checklists
Process compliance · Onboarding steps · Audit trails · SOPs · Grant workflows
→ Compliance assurance · Process verification · Governance
COLLECT BETTER
Your feedback is fiction without context
External tools ask everyone the same questions. SurveyVista knows who it’s talking to, because it lives in Salesforce with every piece of data that matters. Questions adapt based on account value, product usage, support history, and renewal date. Every response is immediately enriched with full account context.
- Dynamic questions based on live Salesforce data
- Precision targeting using any Salesforce field or segment
- Context-aware triggers from CRM events — case closed, opportunity won, milestone reached
- Every response auto-enriched with account and contact specific data
UNDERSTAND DEEPER
Stop documenting history. Start predicting futures.
External AI analyses words. SurveyVista AI predicts business outcomes, because it sees the complete picture. Every response is analysed against the full account record: revenue, support tickets, product usage, renewal date, and prior signals. The result is intelligence, not information.
- Real-time AI pattern detection across all customer signals
- Cross-signal correlation: feedback + CRM data + usage = predictive power
- Expansion signal detection — which feedback contains revenue intent
- Real-time AI pattern detection across all customer signals
ACT SMARTER
Alerts are announcements of failure. Automation is prevention.
External tools send emails about what someone should do. SurveyVista has already done it. Native workflows execute the moment a response arrives; creating opportunities, scheduling meetings, updating records, and initiating revenue plays. No queue. No delay. No hoping someone acts.
- Result-based tracking; every action measured against an outcome
- Intelligent prioritisation by account value, renewal date, and risk score
- Automated responses for routine feedback — freeing team capacity
- Closed-loop tracking — every action measured against an outcome