Adding surveys to your website lets you interact with your visitors in new ways. If you can convince them to complete your surveys, you can gauge their preferences for products and services.
Join us in the article below to learn how to collect real-time customer feedback using Salesforce surveys quickly.
What are Salesforce Surveys?
This is a confusing question because it has two answers. Don’t worry! We are going to break down surveys and Salesforce for you.
The first definition is that Salesforce Surveys is a tool in your favorite customer relationship management (CRM) platform. It is used by business teams to create and distribute surveys to leads, customers, and colleagues. Salesforce Surveys pricing options can be found on the official Lightning Experience website.
The second description can refer to general surveys that connect to Salesforce to collect feedback and opinions from your target audience.
Either method you choose for designing surveys in Salesforce will allow you to add multiple-choice questions, rating scales, and even open-ended question types to your website for real-time data collection.
Salesforce Survey Tools for Online Engagement
As Salesforce is a premium product, it offers many tools to create interactive surveys. These Salesforce surveys can be added to your website so visitors can immediately submit personal details or product preferences to your business.
- 360-Degree Customer Views:
- Marketing, sales, and customer service teams rely on Salesforce survey apps to track how customers feel about the business they work for.
- Understanding customer sentiments and opinions entirely with the help of Salesforce survey tools or a Salesforce customer satisfaction survey can help these teams understand if they are performing well or have areas they need to promptly improve.
Creating Interactive Salesforce Surveys for Your Website
With Salesforce surveys, you get the opportunity to ask your website visitors a range of questions without needing to schedule an appointment with them. Surveys are convenient data collection tools that save your business from approaching people directly and allow survey takers to fill them out with no pressure.
To create a Salesforce survey from objects, follow the below steps:
- Accessing Salesforce Survey Builder: First, look for Surveys in the App Launcher and click New to open the Salesforce Survey Builder.
- Setting Up The Survey Title: Then, give your survey a name and fill out all the information, including a description. Your Survey Name is actually your survey title, too.
- Creating a “Welcome” Page for Salesforce Surveys:
- Now, you can add a Welcome Page to your survey to set the tone for your participants. Simply find Pages in your Survey Builder and click the plus (+) or Add Page buttons. You will be able to select a Welcome Page to attach to your survey.
- Adding Images to the “Welcome” Page
- You need to customize your Welcome page to get the look and feel you want for your survey. Start by providing a welcome message that fits the vibe of your business and give readers an explanation as to why it’s important for them to submit information on the survey. You can also add guidelines on how to fill out the survey.
- We suggest adding images to your Welcome page to enhance your survey and make it more interesting. Simply use the media embedding options in Survey Builder to attach images to your Welcome page.
- Initiating Questionnaire Sections: Next, you can click on Add Page in your survey builder in Salesforce to attach questions like a Slider.
- For your Slider, enter a question that you would like to ask survey takers. Then provide 0 for Minimum, 1 for Interval, and 10 for Maximum. This setup simply means that if a survey taker submits a value = 6 or less, Salesforce can automatically create a task and add it to a queue. This survey configuration lets your researchers analyze survey responses to the Slider question.
- Configuring the “Thank You” Page: Lastly, customize your Thank You page with a personalized message and click Save to work on your survey later. This is essential if you need to get your colleagues to approve the survey you just created. You can also click on Preview if you want to see what your survey looks like to an end-user. Alternatively, click Activate to go ahead and approve your survey and distribute it to your target audience.
Benefits of Salesforce Survey Integration on Your Website
Since Salesforce is designed to streamline CRM activities, one of the benefits of integrating your website surveys into the platform is that you get your submitted responses automatically sent to Salesforce.
Viewing ALL your customer data in a single location lets your teams analyze and find data super fast. In this way, integrating your surveys with Salesforce supports your data management practices.
- Maximum Flexibility in Feedback Management: Another benefit of connecting Salesforce and your website surveys is that you can always access your real-time data. Your teams can analyze survey feedback and find out which marketing, sales, or customer service areas need improvement. This practice empowers your teams to deliver the best products and services they can while your surveys enhance customer experiences.
- Push and Pull Real-Time Salesforce Data:
- One mega advantage of connecting Salesforce to your website surveys is that you can collect and access data 24/7. However, not all website surveys offer bi-directional data flows to Salesforce.
- If you are looking for a tool that pushes and pulls information from Salesforce surveys into data models in your CRM platform, we suggest Titan.
- Enhanced Productivity
- Why not get your teams to work faster and smarter with a Salesforce surveys integration? For example, marketers can analyze survey data in Salesforce based on the customer needs identified by the engaging question types.
- Now, marketers can creatively design personalized campaigns or newsletters to interact with customers.
Titan: The Best Salesforce Survey Tool
We believe that Titan is a solid software solution for creating Salesforce surveys that enhance user experiences. With Titan surveys, you can measure customer satisfaction levels by gathering feedback lightning-fast.
Market research is a breeze when using Salesforce surveys and advanced features from Titan. You get a simple drag-and-drop builder to design dynamic and responsive Salesforce surveys.
If you want surveys that take user experience to the next level, make sure to try Titan – one of the best Salesforce survey apps of 2024!
Conclusion
We hope we covered all the topics you needed for creating website surveys that sync data to your Salesforce platform. Thanks for reading and good luck!
