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SurveyMonkey for Salesforce
Seamlessly integrate feedback data with Salesforce
Overview
Connect your survey data with Salesforce to drive results for your business. Automatically send surveys after key interactions and take real-time action on feedback. Enrich customer and prospect data by syncing survey responses into Salesforce.
See How SurveyMonkey for Salesforce Works
✔ Integrate SurveyMonkey with Salesforce to create a single source of truth for your business
✔ Automatically trigger surveys off events and transactions in Salesforce to scale how you get feedback
✔ Choose from 500+ expert-built templates, including Customer Satisfaction (CSAT), Net Promoter Score (NPS), and customer service feedback
✔ Increase response rates by personalizing emailed surveys with Salesforce data, while leveraging powerful SurveyMonkey email tools like first question embed and automatic follow-ups
✔ Combine operational data with survey data for richer insights
✔ Create more effective marketing and upsell campaigns with a deeper understanding of your customers
ASK: Start collecting insights in days, not months using our library of hundreds of expert-written questions, as well as advanced surveying capabilities like 25+ question types, logic and branching, and multilingual support. Get started with 500+ templates, including Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), and Customer Effort Score (CES). LISTEN: Increase response rates by surveying your customers at the right time and place across channels. Streamline your feedback program with flows that automate survey distribution and assign follow-up tasks. Embed survey questions and Salesforce data in “one-click emails” to increase response rates. Use Advanced Logic and Piping to customize your survey with Salesforce data. ACT: Quickly spot customer insights by seamlessly connecting your survey data with Salesforce data. Analyze feedback in Salesforce reports and dashboards, map survey responses to any standard or custom object, and identify keywords and sentiment with open-text analysis features. Close the loop on critical feedback by creating automated tasks based on predefined attributes.
Categories
- Business Needs
- Customer ServiceMarketingHuman Resources
- Industries
- Consumer GoodsHealthcare & Life SciencesProfessional Services
- Personas
- Business UserMarketerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package