Survey Vista for Customer Experience and Improve Operations  

Survey Vista for Customer Experience and Improve Operations

SurveyVista is a 5-star rated, 100% native Salesforce data collection and feedback management solution. Easily create branded surveys, forms, assessments, checklists, and quizzes. Our point-and-click data mapping interface simplifies two-way Salesforce integration, enhancing data usability and providing insights to improve customer, employee, and partner experiences.

Step 1 of 10

Crafting Effective Survey: Building Surveys & Forms for Insightful Data Collection

Effortlessly create personalized surveys, forms, assessments, quizzes, and checklists in multiple languages using over 30 question types, including NPS, CSAT, ratings, and more. Leverage survey design templates for consistent branding and utilize an intuitive WYSIWYG survey builder to embed surveys & forms into your webpages for seamless data collection directly within your Salesforce org.

SurveyVista supports a variety of use cases, including customer feedback collection, event, donor, and volunteer registrations, payment gateway integration, student applications and course feedback, patient registrations and health checklists, as well as employee satisfaction and exit surveys.

Step 2 of 10

Enhance Engagement: Unlock Conditional Logic with Question Dependency

Configure your surveys to dynamically adjust based on respondents' answers, allowing for the skipping or showing of questions and submitting surveys based on specific responses, ensuring each respondent receives relevant questions. With Skip Logic, you can streamline the survey experience, gather accurate data,, and reduce dropout rates.

You can also build Skip Logic using Salesforce data, For example, if the answer to Q1, "Do you like our products and services?" is "Yes," AND the contact’s “Country” is “USA” then shows Q2, "Can you please share what you specifically like about our product in more detail?" Otherwise, submit the survey.

Step 3 of 10

Streamline Your Survey Distribution: Harness the Power of Automation

SurveyVista simplifies survey distribution with multi-channel and multi-language support, enabling you to collect data from any audience, anywhere. SurveyVista's automated distribution leverages Salesforce flows to send surveys effortlessly, ensuring timely feedback collection without manual effort.

Surveys can be dispatched automatically based on key events, such as sending a feedback survey to a customer after a case is closed. This seamless integration within Salesforce ensures consistent engagement and actionable insights, enabling you to enhance customer experiences with ease.

Step 4 of 10

Embedded Web Forms for Seamless Data Collection

SurveyVista forms can be seamlessly embedded into web pages, enabling organizations to efficiently collect data directly from visitors, customers, or partners. From gathering customer feedback to onboarding information or event registrations, these embedded forms provide a convenient, user-friendly experience. This functionality empowers businesses to engage users directly on their websites while ensuring robust data management and compliance within Salesforce.

Step 5 of 10

Integrated Insights with Salesforce Reports & Dashboards

The SurveyVista managed package includes pre-built Salesforce Reports and Dashboards, designed to provide integrated insights by combining feedback data with CRM information. These customizable reports empower you to analyze both existing and newly collected data within your org for a holistic view of customer engagement and organizational feedback. Additionally, with SurveyVista’s open schema, customers can build their own reports and dashboards, tailoring insights to meet specific business needs.

Step 6 of 10

Unlock Insights: Analyze Survey Metrics with AI-Powered Sentiment Analysis

The SurveyVista Survey Metrics Dashboard provides a comprehensive overview of survey responses, displaying data in graphical formats such as pie charts and bar charts for easy analysis. The dashboard’s Survey Metrics Cards offer quick insights into key performance metrics like NPS score, CSAT score, and survey response rate, with filtering options based on date range, score level, and survey result status. Leverage AI-Powered Sentiment Analysis to move beyond traditional feedback collection, uncover nuanced insights, and drive smarter, faster decisions that transform your business.

Step 7 of 10

Proactive Communication: Utilize Advanced Notification Alerts

Our Advanced Notification Alerts feature provides instant notifications and time-based alerts for proactive engagement. You can customize the rules to fit your requirements, such as notifying survey participants of their results, sending reminders, or alerting stakeholders about critical metrics. For example, you can instantly notify an account owner if the NPS score is less than 6, allowing you to quickly reach out to customers with negative feedback.

Step 8 of 10

Closing the Feedback Loop: Streamline Response Analysis

The Response Analysis process starts immediately after a survey participant submits their responses. Designated reviewers, such as Survey Authors or Admin users, receive email notifications prompting them to analyze the feedback. These notifications enable reviewers to efficiently access a survey response and take action to close the feedback loop. This streamlined process ensures timely response analysis and effective closure of feedback loops, fostering continuous improvement and engagement.

Step 9 of 10

Response Mapping: Automatically Sync Survey Data with Salesforce Record

Have you ever considered integrating your survey responses into your Salesforce records? With response mapping, you can easily connect the dots between customer feedback and your CRM. Response mapping effortlessly & automatically syncs survey responses with specific fields in Salesforce, whether it’s a custom or standard object record. This means that when you're analyzing feedback or making decisions, all the relevant data is right at your fingertips.

Our Response Mapping functionality supports reverse response mapping and can pre-populate question responses using your Salesforce data, enhancing the data collection process.

Step 10 of 10

Add-On features: Record Lifecycle Maps, Quiz, and Workflow

Unlock the power of automated feedback with SurveyVista's Record Lifecycle Maps (RLM). This innovative feature captures insights at every stage of a record’s lifecycle—customer, employee, and opportunity lifecycle—delivering timely feedback to enhance satisfaction, improve efficiency, and drive performance. SurveyVista Data Review and Correction Workflow streamlines the review and correction of collected data across diverse areas, such as health and safety checklists, vendor assessments, risk evaluations, and customer onboarding.

SurveyVista Quiz empowers organizations to create engaging quizzes with advanced scoring, question randomization, and robust analytics, supporting use cases like sales enablement, knowledge assessment, and customer engagement.