FOR PROFESSIONAL SERVICES FIRMS

Your clients tell your consultants what they won't tell your account managers.

SurveyVista turns post-project CSAT, consultant 360s, and QBR feedback into renewal-defence intelligence - automatically attached to the right Salesforce account, opportunity, and engagement.

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Who SurveyVista is built for in this sector

partner
Managing Partner

See client health across every active engagement in one place.

user
Head of Client Success

Detect renewal risk months before the contract date.

practice
Director of Practice

Use consultant 360s to drive coaching, staffing, and quality.

Top use cases for this sector

post-project
Post-project CSAT

Capture sentiment at every milestone. Trigger executive review when scores dip below threshold.

consultant
Consultant 360 reviews

Structured client and peer feedback writes back to the consultant record — feeding development plans.

qbr-feedback
QBR feedback & renewal defence

QBR sentiment and unresolved themes flow into the opportunity record so AMs walk in informed.

Trusted by Customer Success leaders

7 Reasons to choose SurveyVista

  • One platform: surveys, forms, assessments, checklists
  • Built inside Salesforce, not bolted on
  • Feedback triggers workflows automatically
  • AI that predicts, not just summarizes
  • No sync delays, no data leaving Salesforce
  • Responsive & Stellar Support
  • Enterprise-grade security — HIPAA, SOC 2, GDPR…

Perfect survey app for our needs

I was evaluating 5 of the most well knowns apps for surveys fully integrated with salesforce, and we decided to go with survey vista. The tool is really easy to use, it has a modern user interface and is fully integrated with salesforce. The best was the support received from...

eBay

Great product for a great price!

We were looking for a simple survey tool to measure our CSAT and NPS guest satisfaction. We saw different systems at very different pricing but clearly the SurveyVista tool was the one we needed: all the features we wanted but not too complicated to use and setup. And the price...

Ariane-Systems

Survey Vista – Excellent Survey Tool with excellent support

I was searching for a 100% native Salesforce surveying solution because I wanted any easier time getting through the security review of my department. Giving yet another company access to our CSAT and NPS surveys was not something I wanted to do and maintaining another cloud systems for surveys was...

Advarra

Very good tool!

We have been working in SFDC in combination with an external survey tool for many years, changing to SurveyVista which is embedded into SFDC directly has turned out to be much more user-friendly for all of our key users. The tool has a better look & feel than we used...

Maxeon-Solar-Technologies

Ardira are a diamond in the rough!

I am extremely impressed with the Survey Vista product and the services Ardira have provided and are continuing to provide. Highly functional product that has been configured to very specific requirements to support my design of Net Promoter System. There are so many use cases for Survey Vista, and with...

Acendre

Fantastic surveys app

I would highly recommend SurveyVista to anyone looking for a top notch survey solution. SurveyVista had all of the features we needed plus additional advanced features that we could leverage if needed one day. The complete solution is native with Salesforce and very easy to use so we can quickly...

Vizergy

Lots of Features, Great Value!

My organization was in need of something easy to configure, with flexibility in regards to survey overall settings & branding, lots of different question types and question-specific settings, question branching, field mapping to standard and custom objects, and hopefully entirely native to Salesforce and this app is capable of all...

Coallab

Fantastic!

I was looking for a survey that was native in Salesforce and had the same functionality as Salesforce Surveys but wouldn't break the bank. SurveyVista has definitely been that solution. It has everything my company needs including field mapping. The built-in survey metrics for each survey is a great overview...

Moving-Mountains

Best Survey App in the AppExchange – without a doubt!

I have tried and tested several different Survey/Feedback apps for a number of years, and I can honestly say that SurveyVista no only has the most comprehensive set of features and functionality you would wish to have in a Survey/Feedback app, but it also provides a powerful application for designing...

Bedrock-Success
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