Simple Survey: 100% Native Surveys, CSAT & NPS for Salesforce

Highlights

• 100% SALESFORCE NATIVE
  No complex integration to manage, and data doesn't leave Salesforce. Automatically send surveys related to standard or custom objects. Authorized users can instantly view and act on survey results captured in Salesforce.
• EASY, TAILORED SURVEYS
  Simple drag & drop helps users build customized surveys with a user-friendly no-code builder. Conditional/Skip Logic: Show relevant questions based on responses and Salesforce data, providing a personalized experience.
• READY-TO-USE TEMPLATE LIBRARY
  Customizable survey templates for Net Promoter Score® (NPS®), Customer Satisfaction (CSAT), Customer Effort Score (CES), Likert Scales, Thumbs Up/Down, and Questionnaire with previews.
• FLEXIBLE SURVEY DELIVERY
  Automate customer feedback and NPS surveys in Salesforce. Send a post-case survey, email survey, or chat link. Truly unlimited sends with no volume overage fees.
• REAL-TIME SURVEY ANALYTICS
  Get immediate insights like customer sentiment with charts, word clouds, & pre-built dashboards. Monitor responses for key trends and specific criteria. Capture user meta-details for deeper analysis.
• AGENTFORCE EXTENSION
  Survey in Salesforce Messaging! Agentforce extension works in Messaging for In-App and Web (MIAW) channel. Your AI Agent can identify the correct survey program, pre-create survey records, send survey links, and update records.

What Simple Survey: 100% Native Surveys, CSAT & NPS for Salesforce does

WHY GO NATIVE

- No integration required

- Prioritize Data Security: Applications outside of Salesforce increase the risk of data breach & complicate compliance

- Accurate & Real-Time Data: Create a 360° view of your customer

- Enable automation using the platform you already know

CREATE SURVEYS

- Embeddable survey builder for digital experiences

- Fully customize with logos, colors, and branding

- Easy code-free interface drives user adoption

AUTOMATE & SEND

- Use out-of-the-box or create custom automation to send surveys after case closure, project milestone, or follow-ups

- Detect previously-surveyed customers to avoid survey fatigue

IMPROVE RESPONSE RATES

- Increase responses received with easy 1-click/touch email

- Capture partial responses, capture answers in progress, collect data from abandoned surveys

MEASURE & FOLLOW UP

- Analyze responses & identify trends by using Survey Insights

- Packaged reports & dashboards measure Response Rates, Average Scores, NPS, and Leader/Slacker boards

- Automate reminders & follow-up activities from received feedback

Screenshots