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Using Salesforce Surveys for In-Depth Market Research

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Your market research can require a specific depth of analysis depending on your goals. Market research and in-depth market research are related terms but they are different levels of analysis. 


The scope of your in-depth market research will include a study of characteristics, trends, and dynamics and an understanding of the nuances of that market. A comprehensive analysis of competitors, trends, and observational studies should also be conducted. 

Your in-depth market analysis should combine both qualitative and quantitative methods to gather detailed insights. This means that your survey should include open-ended questions asking respondents their opinions and feelings. 

By taking your market research deeper, you can gain a nuanced understanding of consumer behavior, competitive landscapes, and market dynamics. Your findings should help you gain a competitive advantage in the market by identifying unique needs and uncovering hidden insights. 

To get started with sending your surveys out via Salesforce Surveys, you will see a survey-specific object. The Salesforce Survey Object represents each survey inside Salesforce. All your survey-related data will be contained within this object. 

Market Research Survey for Data Collection

Designing your market research surveys requires several steps to ensure that your collected data is relevant and can be used for actionable insights. 

Start by defining your objectives and outline the goal of your market research. What information do you want to collect and what decisions and strategies will these inform? Next, determine the audience of your survey, your surveys should not be generic and sent to all your contacts. Instead, focus on a specific audience and include market research survey questions that resonate with them. 

Draft your survey questions, you should include a mix of closed and open-ended questions to gather both qualitative and quantitative data. Ensure your questions are unbiased, clear, and concise. Your questions should not skew your results as this will impact your decision-making and strategies developed according to the collected data. Once you have organized your questions, order them in a logical flow to maintain engagement. Start with the easier questions before asking more in-depth questions like asking for opinions. 

Compile your survey using your chosen tool (we’ve covered a great opinion for Salesforce below). Make sure you pretest your survey with a small sample group to identify any issues. Focus on question clarity, survey length, and technical glitches. Use the feedback to make improvements to your survey. 

Distribute your survey to your target audience, this should be done using the most appropriate channel for your specific audience.  Include a message when distributing your survey describing its purpose, instructions for completion, and assurance of confidentiality. 

Once those answers start rolling in you can collate and analyze the responses looking for patterns, trends, and insights that relate to your research objectives. Use the reporting and analytics tools that your survey software offers to report your findings clearly and concisely. 

Use your insights to create business strategies and make improvements to your products and services. If there are areas that require further investigation, ensure you follow through with the appropriate actions to address any needs. 

Salesforce Survey Tools in Market Research Process

Many survey tools integrate with Salesforce on the market. These tools are designed to be used throughout the market research process. When choosing the best tool for your business, keep the following important factors in mind: is it easy to use? Does it meet all your business needs and wants? Are there robust distribution methods included? What are the reporting and analytics tools like? And does it offer seamless integration with the number one CRM software? 

Titan Survey: Salesforce Survey Tool for Different Market Research Methods

Titan is a powerful and intuitive Survey builder you can use to take your surveys to the next level and conduct in-depth market research. You can implement this tool for a variety of types of Salesforce Surveys including measuring customer satisfaction, gathering feedback, and conducting in-depth market research. With Titan’s Salesforce survey integration, you can pre-fill information based on your Salesforce records. You can create and distribute your surveys through Salesforce and relate your feedback to your CRM system to gain a holistic view of your customer data. 

Feedback Management Salesforce: Get Instant Feedback

Titan is fully integrated with Salesforce Surveys and feedback management which means you get your survey responses and data instantly. You can make decisions faster and adapt to changes in the market. You can also set up automatic action flows that trigger according to the instant feedback, for example, if overall customer satisfaction drops below a certain score you can send a follow-up email to your audience asking for feedback. 

Salesforce Survey Flows Using Conditional Logic

You can create any conditional logic to design custom journeys for your survey responders. Based on user feedback, questions can change and hide so takers get to skip boring and irrelevant questions which can cut dropout rates and assist with market segmentation as users only answer questions that are relevant to them. 

Drag-And-Drop- Salesforce Survey Builder

Create dynamic and responsive surveys without needing to know any code. Titan is completely codeless so you can create your surveys and customize them using a drag-and-drop builder. 

Pre-Fill Data and Responsive Design

With Titan’s Salesforce survey integration, you can pre-fill information based on Salesforce records and use advanced reports and analytics. This assists with lowering dropout rates as users have to provide less information to complete your surveys. 

Wrapping Up Salesforce Surveys for Market Research

Surveys in Salesforce are powerful tools you can implement to conduct your in-depth market research. You must ensure your surveys are well-designed and laid out before you start working with your chosen software to make the creation process as seamless as possible. Working with a tool that integrates seamlessly with your CRM software ensures that all your data is kept in one place which provides a holistic view of your customer instead of having to track data across various touch points. Your in-depth research should always result in changes in strategies and business processes to ensure you stay ahead of the curve and beat out your competitors.

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