Enhanced brand advocacy and achieved customer feedback excellence through Salesforce NPS and Salesforce CSAT with SurveyVista
How real-time NPS and CSAT improved customer satisfaction and loyalty.
How Salesforce-native feedback streamlined operations and insights.
How SurveyVista turned service challenges into growth opportunities.
SurveyVista has revolutionized the way we capture and act on customer feedback. Its seamless no-code integration with Salesforce allows us to gather real-time insights at every stage of the customer lifecycle, ensuring we stay aligned with our customers’ evolving needs. By leveraging SurveyVista’s NPS and CSAT capabilities, we’ve been able to not only enhance satisfaction but also strengthen our relationships and drive brand advocacy. This tool has become essential to our mission of delivering transformative leadership solutions worldwide.
Partner, Executive Interim Management Firm
Company Profile
Transformational Leadership Solutions
Transformational Leadership Solutions is a prominent provider of executive interim management solutions, specializing in delivering rapid and effective leadership to organizations undergoing transformation, facing operational challenges, or requiring specialized expertise.
The company operates through a vast network of over 30,000 executives and maintains a presence in key markets worldwide, including offices in Amsterdam, Barcelona, New York, and Shanghai. Their unique methodology emphasizes collaboration between customers and interim executives to unlock performance potential and achieve outstanding results.
Business Challenge
In the intricate realm of interim management, customer satisfaction played a crucial role in determining the success of service delivery. However, the company faced significant challenges, including talent scarcity and varying customer expectations, which complicated this landscape. The limited pool of qualified interim executives made it difficult to consistently match the right talent with specific customer needs, potentially leading to delays and dissatisfaction.
Furthermore, differing expectations regarding the scope and outcomes of assignments created misalignments, jeopardizing both customer satisfaction and loyalty in an increasingly competitive market. Addressing these challenges was essential to maintain strong customer relationships and ensure lasting success.
Recognizing these issues, they identified the need for a robust Customer Feedback Platform that could effectively capture real-time insights at every stage of the customer lifecycle. This system would enable them to gather and analyze feedback from initial project scoping through execution and completion, ensuring a continuous flow of insights to optimize customer satisfaction and service delivery.
The Solution: SurveyVista
The company recognized the need to enhance customer satisfaction and streamline their feedback processes amid challenges such as talent scarcity and diverse customer expectations. To navigate these complexities, they sought a transformative Customer Feedback Platform and came across SurveyVista, a 100% native Salesforce survey tool. With the strategic assistance of the SurveyVista team, they implemented the platform to gather insights and adapt swiftly to customer preferences.
The decision to onboard this tool centered on its robust survey creation capabilities, AI-powered real-time feedback features, and seamless integration into existing operational workflows.
SurveyVista emerged as the standout choice in their decision-making process, primarily due to its expertise in Salesforce NPS and Salesforce CSAT survey strategies. Its real-time feedback features and seamless no-code integration with Salesforce allowed them to capture nuanced insights without the need for additional integrations. Notably, SurveyVista offered reports and dashboards that provided actionable insights directly within the Salesforce ecosystem.
By leveraging SurveyVista’s automated feedback collection and advanced analytics features, they transformed challenges such as talent retention, global adaptability, and project uncertainties into growth opportunities. Ultimately, this Customer Feedback Platform not only enhanced actionable insights but also propelled customer satisfaction, reshaping the landscape of the interim management industry.
The Results
The strategic integration of Salesforce NPS and Salesforce CSAT surveys, supported by SurveyVista’s robust Customer Feedback Platform capabilities, has not only elevated customer satisfaction but has also fueled brand advocacy.
About SurveyVista
SurveyVista, a 100% native Salesforce solution, empowers businesses to seamlessly collect, integrate, understand, and act on feedback data across the customer, partner, and employee lifecycle.
Effortlessly design branded surveys, forms, and assessments, deploy them across multiple channels, and automate distribution to streamline data collection while minimizing survey fatigue. With seamless no-code Salesforce integration, SurveyVista automates real-time data mapping to maintain a unified view of your customers, partners, and employees, enabling teams to access feedback where it’s most relevant.
Unlock personalized survey insights through AI-powered analytics and Salesforce dashboards, combining feedback with CRM data to drive impactful decisions. Leverage these insights to take timely actions that elevate customer, partner, and employee experiences, improve operational efficiency, reduce costs, and accelerate revenue growth.
Trusted globally by organizations of all sizes—from small nonprofits to large enterprises—SurveyVista supports diverse use cases, including CSAT, CES, NPS, VoC, and post-churn feedback.
