Top Salesforce Survey Apps

Introduction: Surveys in Salesforce, Yes or No?

A survey is a tool used to collect feedback, opinions, or information from people. Businesses use surveys to better understand their customers, improve products or services, and make informed decisions. For companies using Salesforce, integrating surveys directly into their CRM system makes it easier to gather and analyze this valuable feedback.

Salesforce survey tools help businesses create and send surveys right from Salesforce, so they can collect feedback without switching between different platforms. These tools allow companies to capture customer insights, improve satisfaction, and even boost sales by using real-time data.

For example, after providing customer support, a company can send out a quick survey asking about the experience. This feedback goes straight into Salesforce, where the team can quickly review it and make improvements. Using survey tools that integrate with Salesforce helps businesses get this kind of valuable information faster and more efficiently.

• #1 TITAN Surveys for Salesforce by Titan
• #2 FormAssembly: Integrated Form Builder & Secure Data Collection Solution by FormAssembly
• #3 SurveyMonkey Enterprise for CX: Surveys for Salesforce by SurveyMonkey
• #4 Simple Survey: 100% Native Surveys for Salesforce by Vicasso
• #5 Survey Vista: Forms, Surveys, Quizzes, and Checklists – 100% Native Salesforce by Ardira
• #6 Surveyor: 100% Native with 14-Day Free Trial by Touchpoint Solutions, Inc.
• #7 InMoment (formerly Wootric) | NPS • CSAT • CES Customer Surveys for Salesforce by InMoment
• #8 Zonka Feedback: Surveys and Feedback for Salesforce | Measure NPS, CES & CSAT by Zonka Feedback
• #9 Qualtrics – Customer Experience Management for Salesforce by Qualtrics
• #10 Vista Survey System by Vanguard Software
• Why These Salesforce Survey Apps Matter
  • 1. Improved Customer Experience
  • 2. Seamless Integration with Salesforce
  • 3. Data-Driven Decision Making
  • 4. Automation of Feedback Processes
  • 5. Personalized and Engaging Surveys
  • 6. Enhanced Employee Engagement
• In Conclusion
  • Recap of the Top Salesforce Survey Tools:

In this article, we’ll explore some of the best Salesforce survey apps. These apps make it easy to design, manage, and analyze surveys, whether you’re looking to gather customer satisfaction scores, employee feedback, or product reviews. Each app offers unique features, so you can find the perfect Salesforce survey builder to fit your business needs.

We’ll also show how these apps can help boost Salesforce CSAT scores and fit into your overall customer service strategy, using tools like Salesforce addons for customer service. We chose these apps using a mix of measurable factors and personal judgment. We considered things like the number of reviews on AppExchange, average ratings, and how users felt about the apps on other platforms. Instead of listing multiple tools that do the same thing, we highlighted a variety that tackle different challenges. We also made sure to include apps from both big-name companies and smaller consulting firms for a well-rounded selection.

With these Salesforce survey integration tools, we can definitely say Yes to surveys in Salesforce. Businesses can easily collect feedback, turn it into useful insights, and make smarter decisions. Let’s take a closer look at the top apps that can help you get the most out of your surveys.

#1 TITAN Surveys for Salesforce by Titan

Overview:

TITAN Surveys is a powerful, no-code survey tool that allows businesses to create and manage a wide range of surveys directly within Salesforce. With a perfect 5-star rating, this salesforce survey app offers a comprehensive solution for gathering feedback, measuring customer satisfaction, and conducting market research. TITAN’s intuitive drag-and-drop survey builder makes it easy for teams to create dynamic surveys without the need for coding expertise.

Key Features:

• Web & Email Surveys: TITAN enables users to send surveys via both web and email, providing flexibility depending on the audience and use case. The surveys can be personalized and pre-filled with real-time data from Salesforce, ensuring a seamless experience for respondents.
• No-Code Survey Builder: With TITAN’s drag-and-drop builder, creating surveys is fast and easy. No coding knowledge is required, making it accessible to users of all technical levels. This Salesforce survey builder is perfect for teams that need to create surveys on the go.
• Conditional Logic: One of the standout features of TITAN is its support for custom conditional logic. Survey creators can personalize the experience for each respondent by showing relevant questions based on their previous answers. This reduces drop-out rates and improves the overall user experience.
• Wide Variety of Question Types: TITAN offers numerous question formats, including multiple-choice, open-ended questions, ranking, rating, and matrix questions. This makes it versatile enough for any kind of survey, whether it’s a customer satisfaction survey or an employee engagement survey.
• Real-Time Salesforce Integration: TITAN’s bi-directional integration with Salesforce means that users can push and pull real-time data directly from Salesforce databases. This allows for pre-filled surveys with Salesforce data and provides access to advanced reporting and analytics tools within Salesforce itself.

Survey Types Supported:

TITAN supports a wide variety of survey types, such as:

• Customer Satisfaction (CSAT) Surveys
• Net Promoter Score (NPS) Surveys
• Employee Engagement Surveys
• Product Feedback Surveys
• Market Research Surveys
• Public Opinion and Event Feedback Surveys

Benefits for Teams:

• Personalized Survey Experiences: With custom conditional logic, TITAN allows businesses to personalize the salesforce survey tool experience for each respondent, keeping the survey relevant and engaging.
• Easy Integration & Data Sync: TITAN’s seamless integration with Salesforce ensures that feedback data is automatically synced and available for further analysis, which helps businesses make data-driven decisions faster.
• Multiple Sending Options: Users can send surveys via WhatsApp, SMS, Flow, List View, or Reports, giving them flexibility in how and when they engage their audience.

Imagine a healthcare provider using TITAN to send out post-appointment surveys. The survey is pre-filled with the patient’s information from Salesforce, and the questions are customized based on the type of appointment. The feedback is automatically synced with Salesforce, allowing the provider to analyze patient satisfaction in real-time and make improvements where necessary. This enhances both the service and the patient experience.

Pricing: TITAN Surveys is a paid app, with discounts available for nonprofits. You can try the app for free to explore its capabilities before committing.

Rating: 5.0 (1+ review) ⭐⭐⭐⭐⭐

Link: TITAN Surveys for Salesforce on AppExchange

#2 FormAssembly: Integrated Form Builder & Secure Data Collection Solution by FormAssembly

Overview:

FormAssembly is a highly-rated Salesforce survey tool that simplifies form building and data collection with seamless two-way integration to Salesforce. Designed for industries such as education, healthcare, and financial services, FormAssembly enables businesses to collect and manage high-quality data, automate workflows, and improve overall productivity. With a user-friendly drag-and-drop interface, it requires no coding skills, but it also offers customization for more advanced users.

Key Features:

• FormAssembly Workflow: This feature allows businesses to automate complex, multi-step approval processes, guiding data from respondents to Salesforce. The FormAssembly Workflow lets teams build customized workflows that eliminate the need for manual data entry and disconnected processes.
• Intuitive Interface: Whether you prefer a no-code or high-code approach, FormAssembly caters to your needs. Its drag-and-drop interface allows users to easily create forms and workflows without technical expertise, making it an ideal solution for businesses looking for a quick and effective way to gather data.
• Advanced Salesforce Integration: FormAssembly integrates smoothly with Salesforce, allowing users to create and update records in real-time, work with standard or custom objects, and prefill forms using existing Salesforce data. The platform also connects with other essential tools such as Google, Pardot, Microsoft, and PayPal, making it a versatile solution for businesses.
• Enterprise-Grade Security: Security is a top priority for FormAssembly, offering protection with industry-leading security standards including HIPAA, GDPR, CCPA, and more. This is especially valuable for industries like healthcare and finance, where sensitive data needs to be safeguarded.

Survey Types Supported:

• Customer Feedback Surveys
• Web-to-Lead Forms
• Market Research Surveys
• Product Feedback Surveys
• Event Registration Forms
• Employee Feedback Forms

Benefits for Teams:

• Better Data Quality: With its ability to automatically prefill forms with data stored in Salesforce, FormAssembly helps reduce manual errors and ensures higher-quality data. This means less time spent correcting data and more time using it for decision-making.
• Automation of Workflows: FormAssembly’s powerful workflow automation allows teams to streamline approval processes, reducing bottlenecks and improving collaboration across departments. This improves productivity and ensures that data is routed correctly, all within Salesforce.
• Real-Time Data Syncing: The Salesforce survey integration ensures that data flows seamlessly between FormAssembly and Salesforce, enabling teams to work with accurate and up-to-date information at all times.

Pricing: FormAssembly is a paid app with various pricing plans based on user needs. Discounts are available for nonprofits, making it an affordable option for organizations of all sizes.

Rating: 4.66 (415+ reviews) ⭐⭐⭐⭐⭐

Link: FormAssembly: Integrated Form Builder & Secure Data Collection Solution on AppExchange

#3 SurveyMonkey Enterprise for CX: Surveys for Salesforce by SurveyMonkey

Overview:

SurveyMonkey Enterprise is a leading salesforce survey tool designed to help CX (Customer Experience) teams easily collect, analyze, and act on feedback data. With a strong 4.9-star rating, this solution is ideal for businesses looking to measure customer satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES). It integrates seamlessly with Salesforce, enabling real-time data syncing and allowing businesses to take immediate action based on customer feedback.

Key Features:

• Easy-to-Use Surveys: SurveyMonkey offers intuitive surveys with pre-built templates for key metrics such as CSAT, NPS, and CES. The user-friendly interface allows teams to set up and launch surveys quickly, with no technical expertise required.
• Multichannel Survey Distribution: Surveys can be distributed through various channels, including web links, website embeds, email, QR codes, and kiosks. This flexibility allows businesses to reach customers where they are most likely to engage.
• Real-Time Salesforce Data Sync: Responses are synced with Salesforce in real-time, enabling businesses to analyze feedback directly within Salesforce reports and dashboards. This salesforce survey integration helps teams make data-driven decisions and quickly address customer needs.
• Flexible Data Mapping: SurveyMonkey allows users to map survey responses to any standard or custom object in Salesforce, providing robust flexibility in how feedback data is stored and used within the CRM.
• Advanced Logic and Customization: The platform supports advanced survey features like logic and branching, piping, and multilingual support. These capabilities ensure that surveys are relevant and personalized for each respondent.

Survey Types Supported:

• Customer Satisfaction (CSAT) Surveys
• Net Promoter Score (NPS) Surveys
• Customer Effort Score (CES) Surveys
• Product Feedback Surveys
• Employee Engagement Surveys

Benefits for Teams:

• Quick Setup with Pre-Built Templates: With 250+ expert-written templates, including those for CSAT, NPS, and CES, businesses can start collecting insights in days rather than weeks. This makes SurveyMonkey Enterprise one of the fastest ways to gather feedback using salesforce surveys.
• Actionable Insights in Salesforce: By integrating survey data with Salesforce, teams can create automated tasks based on predefined attributes or critical feedback. For example, if a customer leaves a low satisfaction rating, the system can automatically assign a follow-up task to the customer service team to address the issue.
• Multichannel Flexibility: Whether you want to collect feedback via email, a website, or even a physical kiosk, SurveyMonkey makes it easy to reach your audience and boost response rates. For example, a retail store can use QR codes at checkout to collect instant customer feedback, while online stores can embed surveys in email receipts.

Pricing: SurveyMonkey Enterprise is a paid app with discounts available for nonprofits. It offers flexible pricing based on user needs.

Rating: 4.9 (325+ reviews) ⭐⭐⭐⭐⭐

Link: SurveyMonkey Enterprise for CX: Surveys for Salesforce on AppExchange

#4 Simple Survey: 100% Native Surveys for Salesforce by Vicasso

Overview:

Simple Survey by Vicasso is a highly-rated, 100% native Salesforce survey tool designed to help businesses capture feedback directly within Salesforce without the need for integration. With a perfect 5-star rating, Simple Survey allows teams to effortlessly create branded surveys that improve response rates and enhance the overall customer experience. By staying within Salesforce, this tool provides real-time data and ensures security compliance, making it a trusted solution for customer service and feedback collection.

Key Features:

• 100% Native, No Integration Required: As a fully native salesforce survey app, Simple Survey eliminates the need for complex integrations. All data is captured directly in Salesforce, ensuring real-time feedback and enhanced data security.
• Unlimited, Branded Surveys: Create beautifully branded surveys that reflect your company’s image. Customize surveys with logos, colors, and various question types to ensure a personalized experience for each respondent.
• Net Promoter Score (NPS) & Customer Satisfaction (CSAT): Simple Survey supports popular feedback metrics like NPS and CSAT, helping businesses track customer loyalty and satisfaction. These metrics can be automated to send surveys after case closures, project milestones, or specific events.
• Survey Insights (Charts, Trends, Word Cloud): Gain deeper insights with Simple Survey’s data visualization tools, such as charts, trends, and word clouds, allowing you to identify key areas of improvement.
• Skip Logic & Partial Response Capture: Use skip logic to personalize the survey experience, keeping questions relevant to the respondent. Additionally, the partial response feature captures data from unfinished surveys, ensuring you still collect valuable insights.

Survey Types Supported:

• Net Promoter Score (NPS) Surveys
• Customer Satisfaction (CSAT) Surveys
• Post-Case Closure Surveys
• Employee Feedback Surveys
• Product Feedback Surveys

Benefits for Teams:

• Real-Time Feedback & Data Security: Because Simple Survey is native to Salesforce, businesses can capture real-time feedback without worrying about data transfers or compliance issues. This ensures that all customer feedback is accurate and secure.
• Increased Response Rates: With easy one-click/touch email surveys, Simple Survey is designed to maximize response rates. The tool also helps avoid survey fatigue by automatically detecting and skipping previously surveyed customers.
• Survey Automation: Automate the process of sending surveys after key events, such as case closures or project completions. For example, customer service teams can set up surveys to go out immediately after resolving a support case, capturing real-time customer feedback.

A customer service team using Simple Survey can automatically send a Salesforce CSAT survey after every support case is closed. The survey is personalized with the company’s branding and collects real-time feedback that is instantly synced with Salesforce. The team can track customer satisfaction using built-in dashboards and respond quickly if any negative feedback is received, improving overall service quality.

Pricing: Simple Survey is a paid app with a 14-day free trial. Pricing starts at $7 USD per user per month, with a $1,680 contract minimum that includes 20 users. Discounts are available for nonprofits.

Rating: 5.0 (66+ reviews) ⭐⭐⭐⭐⭐

Link: Simple Survey: 100% Native Surveys for Salesforce on AppExchange

#5 Survey Vista: Forms, Surveys, Quizzes, and Checklists – 100% Native Salesforce by Ardira

Overview:

Survey Vista is a versatile, 100% native Salesforce survey tool that provides a seamless way to collect and manage data directly within Salesforce. With a 4.94-star rating and no-code functionality, Survey Vista allows businesses to automate data collection, run surveys, quizzes, and checklists, and gain valuable insights to improve customer, employee, and partner experiences. This app is particularly well-suited for industries like healthcare, education, and customer service, where secure and compliant data collection is essential. For an in-depth review of Survey Vista, you can also check theSurvey Vista review.

Key Features:

• 100% Native, No Integration Required: As a native Salesforce app, Survey Vista doesn’t require any integration. All data collected through surveys is automatically mapped back to Salesforce, ensuring real-time synchronization and easy analysis using Salesforce’s reporting tools.
• Pre-built Templates for Key Surveys: Survey Vista comes with ready-to-use templates for important metrics like Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES). These templates make it easy to launch surveys for customer feedback, employee satisfaction, and more.
• No-Code Builder & 30+ Question Types: With its WYSIWYG (What You See Is What You Get) survey builder, teams can quickly create surveys using over 30 different question types, such as multiple choice, NPS, CSAT, rating, and more. Personalize surveys by pre-filling them with data from Salesforce.
• Omnichannel Distribution: Surveys can be sent via multiple channels, including email, chat, SMS, web forms, and Salesforce Communities. This omnichannel approach ensures higher response rates and a broader reach.
• Advanced Survey Logic & Automation: With advanced show/hide question logic and built-in automation, Survey Vista helps deliver more personalized surveys. For example, surveys can be triggered automatically after a case is closed or an opportunity is lost, ensuring feedback is collected at the right time.
• Data Security & Compliance: Survey Vista meets top security and compliance standards such as HIPAA, GDPR, and SOC certifications. This makes it ideal for industries that need to handle sensitive data, such as healthcare and financial services.

Survey Types Supported:

• Customer Satisfaction (CSAT) Surveys
• Net Promoter Score (NPS) Surveys
• Employee Satisfaction Surveys
• Corporate Branded Forms (Registration, Volunteer, Donation)
• Patient Checklists & Assessments
• Sales Enablement Quizzes

Benefits for Teams:

• Effortless Data Collection & Analysis: Survey Vista’s native Salesforce integration allows teams to automatically collect data, map responses back to Salesforce records, and use Salesforce’s powerful reporting engine to analyze the data in real time. This enables businesses to quickly take action based on feedback.
• Increased Response Rates: By using personalized surveys and omnichannel distribution methods, Survey Vista helps businesses improve response rates. For example, a retail store can send a one-click CSAT survey via email or SMS after a purchase, making it easy for customers to provide feedback.
• Comprehensive Survey Insights: Survey Vista offers a built-in survey metrics interface to help businesses analyze trends, view responses in real time, and take quick actions to close feedback loops. This can significantly enhance customer satisfaction and operational efficiency.

A healthcare clinic using Survey Vista can automatically send patient satisfaction surveys after each appointment. These surveys, personalized with the patient’s details from Salesforce, provide valuable feedback that the clinic can track over time to improve services. Since Survey Vista is HIPAA-compliant, the clinic can confidently handle sensitive patient data.

Pricing: Survey Vista offers a freemium model with a free version that supports up to 15 questions per survey and 200 total responses. Paid plans start at $2,999 per year for companies with fewer than 100 employees, with discounts available for nonprofits.

Rating: 4.94 (139+ reviews) ⭐⭐⭐⭐⭐

Link: Survey Vista: Forms, Surveys, Quizzes, and Checklists – 100% Native Salesforce on AppExchange

#6 Surveyor: 100% Native with 14-Day Free Trial by Touchpoint Solutions, Inc.

Overview:

Surveyor is a highly customizable, 100% native Salesforce survey tool designed to help businesses create, distribute, and analyze surveys directly within Salesforce. With an impressive 4.94-star rating, this app allows organizations to easily collect feedback and sync results to relevant Salesforce records, such as Contacts or Leads. It’s perfect for businesses looking to gather actionable insights while benefiting from Salesforce’s security and data management.

Key Features:

• Salesforce Native App: Built completely within Salesforce, Surveyor ensures that all survey responses are securely stored and instantly available within your Salesforce environment. There’s no need for external integrations, meaning data is always synced in real-time.
• Automated Survey Sending: Surveyor allows businesses to automate survey distribution based on any Salesforce event. For example, you can automatically send a survey when a case is closed or an opportunity is lost. Surveys can also be sent manually or in bulk, accommodating both small and large outreach efforts.
• Real-Time Results in Salesforce: Survey results are immediately available within Salesforce, allowing teams to act quickly on feedback. This can include setting up notifications for low scores or alerting customer service reps when follow-up actions are needed.
• Beautiful, Customizable Surveys: Surveyor’s drag-and-drop survey builder allows users to create visually appealing, branded surveys without any coding. The app supports a variety of question types, conditional logic, and validation options to ensure relevant, high-quality data is collected.
• Survey Types Supported: Surveyor supports various types of surveys, including customer satisfaction (CSAT), lead generation, anonymous surveys, employee engagement surveys, and more.

Survey Types Supported:

• Customer Satisfaction (CSAT) Surveys
• Lead Generation Surveys
• Anonymous Surveys
• Employee Engagement Surveys
• Salesforce Live Agent/Live Chat Surveys

Benefits for Teams:

• Real-Time Feedback & Automation: Teams can act immediately on customer feedback by using Surveyor’s real-time survey results. For example, a customer service manager can receive an automatic alert if a customer gives a low CSAT score, enabling them to address the issue right away.
• Scalable Survey Distribution: Surveyor supports both small-scale manual survey sends and large-scale automated distributions. For instance, an e-commerce company can send post-purchase surveys automatically to thousands of customers while monitoring feedback trends in Salesforce reports.
• Personalized Customer Support: By linking survey responses to relevant Salesforce records, customer support teams can personalize their approach based on the specific feedback provided by customers. For example, answers to the question “How can we best assist you?” can be automatically displayed on the customer’s contact record for better care.

Pricing: Surveyor offers a freemium model with 1-50 surveys/month for $1. Additional surveys can be added as needed, and discounts are available for nonprofits.

Rating: 4.94 (16+ reviews) ⭐⭐⭐⭐⭐

Link: Surveyor: 100% Native with 14-Day Free Trial on AppExchange

#7 InMoment (formerly Wootric) | NPS • CSAT • CES Customer Surveys for Salesforce by InMoment

Overview:

InMoment (formerly known as Wootric) is a powerful Salesforce survey tool designed to capture and manage customer feedback with a focus on key metrics like Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES). With a 4.64-star rating, this app offers two-way integration with Salesforce, allowing businesses to enrich their Salesforce records with real-time customer feedback and trigger surveys based on specific Salesforce events. InMoment is ideal for improving customer retention, increasing upsells, and enhancing the overall customer experience.

Key Features:

• Complete Customer Journey Feedback Program: InMoment integrates seamlessly with Salesforce to capture customer feedback at key touchpoints throughout the customer journey. For instance, businesses can trigger surveys after case closures or product onboarding to measure satisfaction.
• Real-Time Feedback Syncing: The app enriches Salesforce records with NPS, CSAT, and CES data, providing teams with real-time insight into customer sentiment. Standard reports like “NPS by Accounts” for various time periods (current month, quarter, etc.) help track customer loyalty and satisfaction.
• Customizable Surveys Across Channels: InMoment enables businesses to survey customers across multiple channels, including websites, mobile apps, emails, SaaS platforms, and SMS. The surveys are fully customizable, allowing you to adjust questions to suit your specific feedback needs.
• AI-Powered Insights & Auto-Tagging: The app uses AI to analyze qualitative feedback, identifying recurring themes and trends in customer comments. This helps businesses take immediate action on feedback and improve customer satisfaction rates.
• Survey Automation via Salesforce Workflows: You can automate survey distribution by triggering them through Salesforce workflows. For example, a CSAT survey can be automatically sent after a support case is closed, or an NPS survey can be triggered 60 days before a customer’s renewal date.

Survey Types Supported:

• Net Promoter Score (NPS) Surveys
• Customer Satisfaction (CSAT) Surveys
• Customer Effort Score (CES) Surveys
• Post-Onboarding Surveys
• Product Feedback Surveys

Benefits for Teams:

• Enriched Salesforce Records with CX Metrics: InMoment automatically pushes customer feedback metrics like NPS, CSAT, and CES into Salesforce records (Leads, Contacts, and Accounts), allowing teams to monitor satisfaction at every level.
• Automated Survey Triggering: With Salesforce workflows, surveys can be triggered automatically based on specific events, such as the closure of a case or the renewal of a contract. This ensures the timely collection of customer feedback at critical stages.
• Actionable Insights with AI-Powered Analysis: The AI-powered analysis helps businesses identify themes in customer feedback, allowing them to make informed decisions quickly. For example, a SaaS company can analyze customer feedback about its onboarding process and use the insights to improve it.

Pricing: InMoment offers a freemium model starting at $1 USD/company/year. For more advanced features like Salesforce data syncing and survey automation via workflows, businesses need to request specific pricing plans.

Rating: 4.64 (11+ reviews) ⭐⭐⭐⭐⭐

Link: InMoment (formerly Wootric) | NPS • CSAT • CES Customer Surveys for Salesforce on AppExchange

#8 Zonka Feedback: Surveys and Feedback for Salesforce | Measure NPS, CES & CSAT by Zonka Feedback

Overview:

Zonka Feedback is a comprehensive Salesforce survey app designed to help businesses measure customer experience (CX) and collect real-time feedback at key touchpoints across the customer journey. With a perfect 5-star rating, Zonka allows companies to capture Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES) through surveys distributed across various channels, such as email, SMS, web, in-app, and even offline. The app’s seamless integration with Salesforce ensures that all feedback is synced in real-time, enabling teams to take swift action and close feedback loops.

Key Features:

• Multi-Channel Survey Distribution: Zonka Feedback enables businesses to collect feedback through multiple channels, including email, SMS, web, in-app, and offline surveys. This ensures that customers can provide feedback at various points of interaction, such as after a purchase or during product use.
• 360° View of the Customer: All survey data is synced with Salesforce in real-time, allowing businesses to map survey responses to any object or record in Salesforce (such as Leads, Contacts, or Opportunities). This provides a comprehensive view of each customer, helping teams gain actionable insights.
• Automated Feedback Management: Zonka allows users to automate feedback management workflows, ensuring that teams receive notifications in real-time, follow up with customers as needed, and take action to close the feedback loop. For instance, businesses can set up automatic follow-up actions for negative feedback to reduce churn and improve customer retention.
• Customizable Surveys with Real-Time Sync: The app offers customizable survey templates that can be adapted to specific use cases, such as NPS, CSAT, or CES surveys. With real-time sync, the feedback data automatically updates in Salesforce, enabling teams to view customer sentiment and make decisions faster.

Survey Types Supported:

• Net Promoter Score (NPS) Surveys
• Customer Satisfaction (CSAT) Surveys
• Customer Effort Score (CES) Surveys
• In-App Surveys
• Product Feedback Surveys

Benefits for Teams:

• Comprehensive Feedback Management: With Zonka Feedback, businesses can gather insights at key moments in the customer journey. For instance, an e-commerce business can send an email survey immediately after product delivery to capture CSAT. The feedback data is then synced to Salesforce, allowing the team to track trends and take action when necessary.
• Automation of Feedback Loops: Zonka’s automated workflows ensure that feedback is acted upon quickly. If a customer leaves a low satisfaction rating, the system can trigger a task for the support team to follow up and resolve the issue, preventing churn.
• Multi-Channel Flexibility: By allowing feedback collection through various channels, Zonka Feedback ensures that businesses can reach customers wherever they are. For example, a SaaS company can use in-app surveys to collect feedback from users directly within the product, providing instant insights into customer experience.

Pricing: Zonka Feedback starts at $299 USD/company/month with a 30-day free trial. Discounts are available for nonprofits, and the subscription plans can be monthly, quarterly, or yearly.

Rating: 5.0 (1+ review) ⭐⭐⭐⭐⭐

Link: Zonka Feedback: Surveys and Feedback for Salesforce | Measure NPS, CES & CSAT on AppExchange

#9 Qualtrics – Customer Experience Management for Salesforce by Qualtrics

Overview:

Qualtrics is a leading survey tool Salesforce add-on that combines customer experience data (X-data) with operational data (O-data) to give businesses a complete view of customer behavior and sentiment. With a 4.02-star rating, this solution is designed to help organizations automate customer feedback across workflows, analyze feedback data, and embed insights directly within Salesforce dashboards. By using Qualtrics, businesses can make more informed decisions, identify experience gaps, and take action to improve customer satisfaction and retention.

Key Features:

• Embedded Visualizations in Salesforce: Qualtrics allows businesses to embed dynamic X-data charts directly into Salesforce dashboards. This enables teams to view real-time customer feedback alongside operational data for better insights and decision-making.
• Automated Feedback Requests: Qualtrics integrates with Salesforce workflows to automatically trigger feedback requests based on account milestones. For instance, surveys can be sent after a lead is converted to a customer or at any key point during the sales cycle.
• Multi-Channel Survey Distribution: Surveys can be sent via various channels, including web, text, and email. This flexibility allows businesses to reach customers where they are most active and gather feedback at the right moment.
• Response Mapping & Smart Notifications: Qualtrics maps customer feedback to any Salesforce object or field, giving teams a comprehensive view of customer interactions. Smart notifications alert teams of poor customer experiences in real time, enabling quick action to prevent churn.
• Post to Chatter: Qualtrics enables businesses to elevate customer voices by posting survey responses directly to Chatter, Salesforce’s internal collaboration tool, allowing teams to act quickly on feedback.

Survey Types Supported:

• Net Promoter Score (NPS) Surveys
• Customer Satisfaction (CSAT) Surveys
• Customer Effort Score (CES) Surveys
• Feedback at Account Milestones
• Post-Sales Feedback

Benefits for Teams:

• Actionable Insights in Real-Time: By embedding customer feedback directly into Salesforce dashboards, teams can act faster on insights and make data-driven decisions. For example, a sales team can receive instant alerts if a customer provides negative feedback, allowing them to follow up and resolve the issue.
• Automated Feedback & Workflows: Qualtrics makes it easy to automate feedback collection. A tech company can set up workflows that automatically trigger surveys after key milestones, such as the completion of a software demo or onboarding process, ensuring consistent feedback collection.
• Seamless Integration with Salesforce: As a Salesforce survey app, Qualtrics integrates deeply with Salesforce. This ensures all customer feedback is mapped to relevant records, enabling teams to gain a full view of customer experiences and take action based on real-time insights.

Pricing: Qualtrics is a paid add-on for Salesforce, with custom pricing available based on business needs. Discounts are available for nonprofits.

Rating: 4.02 (59+ reviews) ⭐⭐⭐⭐

Link: Qualtrics – Customer Experience Management for Salesforce on AppExchange

#10 Vista™ Survey System by Vanguard Software

Overview:

Vista™ Survey System is an affordable and flexible Salesforce survey tool that helps businesses build and deploy surveys quickly and efficiently, with automatic data transfer into Salesforce. With a 4.33-star rating, Vista enables companies to create branded surveys, collect responses, and automatically update Salesforce fields. This tool is ideal for businesses looking for a straightforward, cost-effective way to gather customer feedback, evaluate product performance, and manage employee surveys.

Key Features:

• Automatic Salesforce Integration: Vista Survey System automatically transfers survey responses into Salesforce, ensuring all collected data is immediately available for reporting, analysis, or workflow automation. Salesforce fields are updated in real time based on the survey responses, allowing businesses to streamline their feedback processes.
• Customizable Branding & Survey Logic: Users can fully customize the look and feel of their surveys by adding logos, adjusting colors, and setting custom response validation rules. The system also supports conditional logic, allowing certain questions to be shown or hidden based on previous responses.
• Survey Delivery & Multi-Language Support: Surveys can be sent through distribution lists and mail merges, and they are formatted for more than 20 languages. This ensures a broad reach, making it ideal for companies with diverse customer bases.
• Unlimited Support: Vista Survey offers unlimited one-on-one phone and email support, ensuring businesses can get help whenever needed, from survey creation to troubleshooting.

Survey Types Supported:

• Customer Satisfaction (CSAT) Surveys
• Account Closure Surveys
• Product Evaluation Surveys
• Price Sensitivity Surveys
• Lead Feedback Surveys
• Employee Surveys
• Event Registration & Follow-Up Surveys

Benefits for Teams:

• Easy Setup & Automation: Vista’s no-code approach allows users with no IT experience to set up and manage surveys. For example, a marketing team can create a product feedback survey and have responses automatically update product records in Salesforce, saving time on manual data entry.
• Improved Customer Feedback Collection: With automatic data syncing, teams can monitor customer satisfaction in real time. A retail company, for example, can send CSAT surveys after purchase and have the feedback linked directly to the customer’s Salesforce record, allowing customer service teams to address concerns swiftly.
• Custom Validation & Error Checking: Vista’s custom validation settings help businesses avoid junk responses by ensuring that survey answers meet specific criteria. Additionally, the system performs automatic error checks during survey creation, ensuring all surveys are well-structured and free of mistakes.

Pricing: The Vista Survey System is priced at $195 per month, with no term commitments and no setup charges. Annual and quarterly pricing plans are also available at a discounted rate.

Rating: 4.33 (15+ reviews) ⭐⭐⭐⭐

Link: Vista™ Survey System on AppExchange

Why These Salesforce Survey Apps Matter

These Salesforce survey tools are not just about collecting feedback; they offer a transformative approach to how businesses engage with customers, employees, and stakeholders. By using these survey apps, companies can streamline data collection, integrate real-time feedback into their Salesforce environment, and enhance their decision-making processes. Here’s why these tools are essential for any business looking to improve customer experiences, employee engagement, and overall performance.

1. Improved Customer Experience

Surveys play a crucial role in understanding how customers perceive your product or service. Tools like Titan Surveys, InMoment, SurveyMonkey Enterprise, and Zonka Feedback focus on gathering customer feedback at key moments during the customer journey. These apps enable businesses to capture Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES) seamlessly within Salesforce, providing an easy way to measure satisfaction levels and make adjustments where needed.

2. Seamless Integration with Salesforce

One of the most significant benefits of these apps is their ability to integrate directly into the Salesforce ecosystem. Tools like FormAssembly and Survey Vista automatically map survey responses to Salesforce fields, ensuring data is available for further analysis and reporting. This eliminates the need for manual data entry, saving time and improving accuracy.

3. Data-Driven Decision Making

The ability to analyze real-time feedback data directly in Salesforce dashboards helps businesses make data-driven decisions. For example, Qualtrics enables businesses to embed customer experience metrics (X-data) into Salesforce dashboards, giving teams a comprehensive view of customer sentiment and behavior. This makes it easier to identify trends, analyze feedback, and take proactive steps to improve services or products.

4. Automation of Feedback Processes

Many of these apps allow businesses to automate the survey process based on Salesforce workflows. Surveyor and Zonka Feedback offer features that automatically trigger surveys after specific events, such as closing a support case or completing a sales cycle. This ensures that feedback is collected at the right time without manual intervention, which boosts efficiency.

5. Personalized and Engaging Surveys

Personalization is key to increasing engagement with surveys. Tools like Titan and Survey Vista offer advanced features like conditional logic, which personalizes the survey journey for respondents. By skipping irrelevant questions and tailoring the survey to each participant, businesses can increase completion rates and collect more meaningful data.

6. Enhanced Employee Engagement

Beyond customer surveys, these tools also support employee engagement surveys. Apps like Simple Survey, Titan Surveys, and Survey Vista allow businesses to gather feedback from employees, whether it’s for onboarding, performance evaluations, or engagement surveys. By using Salesforce’s powerful automation and reporting features, companies can track employee satisfaction and take action to improve workplace morale.

These Salesforce survey tools are essential for creating a feedback-driven culture within organizations. By automating feedback collection, syncing real-time data to Salesforce, and using built-in analytics, businesses can make informed decisions that lead to improved customer loyalty, better employee engagement, and more efficient operations. Whether you’re looking to boost customer satisfaction with CSAT surveys, measure loyalty through NPS, or automate feedback loops, these apps provide the tools needed to turn feedback into action.

In Conclusion

These Salesforce surveys tools provide all the features businesses need to efficiently collect and manage feedback from customers, employees, and other stakeholders. By using these Salesforce survey tools, companies can automate feedback collection, integrate real-time data into their CRM, and make informed decisions to improve customer satisfaction, employee engagement, and overall performance. Whether it’s using a Salesforce survey tool to measure customer satisfaction, track Net Promoter Score (NPS), or improve the employee experience, these survey tools that integrate with Salesforce are designed to streamline the entire process.

Here’s a recap of the top surveys in Salesforce tools we’ve covered:

Recap of the Top Salesforce Survey Tools:

1. TITAN Surveys for Salesforce TITAN is a robust salesforce survey builder that enables businesses to create dynamic, no-code surveys. It supports real-time data syncing with Salesforce and offers features like conditional logic for more personalized surveys. TITAN is ideal for customer satisfaction surveys (CSAT), employee engagement, and market research.
2. FormAssembly: Integrated Form Builder & Secure Data Collection Solution FormAssembly is a secure Salesforce survey integration tool for building and managing forms that collect and update Salesforce data automatically. It helps businesses streamline feedback collection, reduce manual entry, and ensure high-quality data integration into Salesforce.
3. SurveyMonkey Enterprise for CX: Surveys for Salesforce SurveyMonkey Enterprise is a powerful salesforce survey app for CX professionals. It provides pre-built templates for NPS, CSAT, and Customer Effort Score (CES), with real-time data syncing into Salesforce. This app helps businesses capture insights quickly and take action based on feedback.
4. Simple Survey: 100% Native Surveys for Salesforce Simple Survey is a fully Salesforce native survey tool that integrates directly with Salesforce, allowing businesses to create beautifully branded surveys. It’s perfect for gathering customer feedback and automating follow-up actions based on survey responses.
5. Survey Vista: Forms, Surveys, Quizzes, and Checklists – 100% Native Salesforce Survey Vista is a flexible survey tool Salesforce solution for creating forms, surveys, quizzes, and assessments. It offers a Salesforce survey builder with real-time syncing of responses to Salesforce records, making it ideal for CSAT, NPS, and employee satisfaction surveys.
6. Surveyor: 100% Native with a 14-Day Free Trial Surveyor is a straightforward, Salesforce survey app that allows businesses to quickly create, send, and analyze surveys. It supports automation features like sending surveys after specific Salesforce events and helping teams gather feedback at the right time.
7. InMoment (formerly Wootric) | NPS • CSAT • CES Customer Surveys for Salesforce InMoment provides specialized tools for capturing NPS, CSAT, and CES feedback. This survey builder Salesforce app automatically integrates feedback into Salesforce, allowing businesses to monitor customer satisfaction and improve service based on real-time insights.
8. Zonka Feedback: Surveys and Feedback for Salesforce | Measure NPS, CES & CSAT Zonka Feedback is a versatile Salesforce survey tool that enables businesses to collect feedback across different channels such as email, SMS, and in-app. With real-time syncing into Salesforce, it provides a complete view of customer interactions and helps teams close the feedback loop effectively.
9. Qualtrics – Customer Experience Management for Salesforce Qualtrics is a comprehensive survey tool that integrates with Salesforce to provide real-time insights from customer feedback. It helps businesses automate surveys and integrate feedback into Salesforce workflows, enabling them to better understand customer behavior and improve satisfaction.
10. Vista™ Survey System Vista Survey System offers a cost-effective solution for creating surveys in Salesforce. It allows businesses to build custom surveys and automatically update Salesforce records with responses, making it an easy and affordable option for gathering feedback from customers and employees.

These top Salesforce survey apps provide essential tools for businesses to automate surveys, gather valuable feedback, and gain actionable insights. With seamless Salesforce survey integration, companies can collect and analyze feedback directly within Salesforce, improving customer satisfaction, employee engagement, and overall decision-making. Whether you’re looking for a Salesforce native survey tool or a powerful survey builder Salesforce, these apps offer the right solutions to meet your needs.

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