AUTOMATED AND CUSTOMIZABLE CSAT, NPS AND CES SURVEYS FOR SALESFORCE
Supercharge Salesforce with Surveypal for Seamless Surveys and Feedback
Surveypal makes it easy to create cross-device surveys and sync up responses with your Salesforce platform. This integration makes is possible to send invitations from Salesforce to personalized surveys based on your Salesforce customer data and trigger automatic feedback notifications to your team.
Whether it’s Salesforce NPS, CSAT, or CES surveys, this integration ensures you capture valuable insights at every customer touchpoint. Perfect for sales and support teams, the Surveypal and Salesforce integration helps you boost customer satisfaction and make data-driven decisions with ease.
Key benefits of integrating Salesforce with Surveypal Survey Tool
Seamless Salesforce Survey Integration
Easily create and deploy surveys, including NPS, CSAT, and CES surveys, directly within your CRM. Automatically trigger surveys based on specific customer interactions or milestones, ensuring timely feedback collection.
Centralized Feedback Management in Salesforce
Consolidate all your feedback data within Salesforce, allowing for streamlined feedback management and reporting. View and analyze survey responses alongside other customer data to gain a comprehensive understanding of your customer’s experience.
Enhanced Customer Insights
Use Surveypal feedback management tools to analyze survey results in real-time, identifying trends and patterns that can help improve customer satisfaction and loyalty. Link feedback data to specific accounts, contacts, or opportunities within Salesforce for deeper insights.
Customizable Surveys Tailored to Salesforce Workflows
Customize your Salesforce surveys to align with your specific business processes and customer journeys. Whether it’s a post-purchase NPS survey or a CSAT survey after a support case closure, Surveypal allows you to tailor each survey to match your needs.
Use Cases for Salesforce and Surveypal integration
Use Case 1: Sales Feedback Collection
Scenario: After closing a deal, automatically trigger a Salesforce NPS survey to gauge customer satisfaction with the sales process. Use this feedback to refine your sales strategies and enhance future customer interactions.
Use Case 2: Customer Service Quality Monitoring
Scenario: Deploy Salesforce CSAT surveys after each support case is resolved to measure customer satisfaction with the service provided. Analyze the feedback directly within Salesforce to identify areas for improvement and ensure high service quality.
Use Case 3: Customer Effort Score (CES) Measurement
Scenario: Use the Surveypal survey tool to send CES surveys after key customer interactions, such as onboarding or product setup, to measure how easy it was for customers to complete their tasks. Use this feedback to streamline processes and improve customer experience.
Customer testimonials
“Working with Surveypal and the team has been amazing. They have a great product that works well and gets you the insight you need from your customers.”
“Surveypal has allowed us to elevate our customer experiences by analyzing and taking support to the next level.”
“Surveypal helps us to see how we’re doing with customers on a day-to-day basis.”
How to Set Up the Salesforce Integration.
Step-by-Step Setup Guide:
Step 1: Log into your Surveypal account and navigate to the Integrations section.
Step 2: Select Salesforce from the list of available integrations.
Step 3: Authenticate the connection by providing your Salesforce API credentials.
Step 4: Customize your surveys (NPS, CSAT, CES) within Surveypal, ensuring they align with your Salesforce workflows.
Step 5: Test the integration by triggering a Salesforce survey after a specific event, such as the closure of a support case or completion of a sale, and verify that the survey data is correctly synced in Salesforce.
Step 6: Monitor the integration to ensure smooth operation and adjust survey settings as needed to optimize feedback collection.
For more details, visit our support documentation.
Features of the Salesforce and Surveypal Survey Tool integration
Real-Time Feedback Capture
Automatically capture and sync feedback data, including NPS, CSAT, and CES scores, in real-time, ensuring that all customer insights are up-to-date and actionable.
Customizable Salesforce Surveys
Create and customize Salesforce surveys within Surveypal to reflect the unique needs of your business processes, ensuring that the questions asked are relevant and valuable for improving customer experiences.
Advanced Reporting and Analytics
Leverage Surveypal’s advanced reporting tools to analyze survey results directly within Salesforce. Create detailed reports that combine feedback data with other customer metrics to provide a holistic view of customer satisfaction and loyalty.
Guarantee customer privacy and regulatory compliance
Maintain customer privacy at all times with robust data protection measures, ensuring compliance with global regulations.
Surveypal is ISO 27001-certified and GDPR-compliant, ensuring that our data protection measures adhere to the highest industry standards, giving you confidence that all your customer data is managed with the utmost care and in full compliance with legal requirements.
Our 5-star customer success team
Our customer success team is there to help you make the most of the Surveypal platform. You can get help by phone, email, or chat – or learn for yourself at our support center:
FAQs about the Salesforce and Surveypal Integration
Your questions, answered.
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