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SurveyVista: 100% Native Salesforce Surveys, Forms, and Assessments

A high-level overview of SurveyVista’s key features and benefits. Discover how this 100% native Salesforce solution simplifies data collection, integrates seamlessly with your CRM, and empowers organizations to drive actionable insights with ease.

SurveyVista Use Cases
Customer Success: Drive proactive customer engagement by automating CSAT, NPS, and CES surveys, capturing actionable insights to enable immediate responses. Track customer satisfaction trends over time to identify areas for improvement, boosting retention and loyalty.

Example: A SaaS provider uses SurveyVista to send post-support ticket surveys, analyzing trends in customer effort (CES) to pinpoint friction points and enhance the support experience.

Marketing, Sales, & Sales Enablement: Enhance lead generation and event management with landing pages, event registration forms, and web-to-lead capture. Run win/loss surveys to understand why deals are won or lost, using these insights to refine sales strategies and product positioning. Support sales teams with tailored feedback forms, qualification checklists, and deal feedback that empowers them with actionable insights directly within Salesforce.

Examples:
A B2B tech company uses SurveyVista’s web-to-lead forms to capture qualified leads at events, feeding responses directly into Salesforce for rapid follow-up by sales teams.
The sales enablement team uses SurveyVista to gather feedback from sales reps on training sessions, onboarding materials, and sales resources, ensuring content remains relevant and effective in closing deals.
After a lost deal, a sales rep uses SurveyVista to send a structured win/loss survey, uncovering insights that inform future approach adjustments and improve competitive positioning.

Human Resources: Strengthen employee engagement and satisfaction through surveys tailored to every stage of the employee lifecycle, from onboarding and training to performance and exit surveys. Use SurveyVista analytics to understand employee sentiment and build a more positive workplace culture.

Example: A mid-sized company runs regular engagement surveys to assess team morale, enabling HR to take timely actions based on feedback and improve retention.

Not for Profits: Simplify feedback collection and automate workflows for donors, volunteers, and event participants. Use customized surveys to capture essential insights from stakeholders, while streamlining processes like grant applications and program impact assessments.

Example: A nonprofit automates volunteer feedback surveys after events, collecting insights to improve volunteer experiences and enhance event planning for future initiatives.

With Record Lifecycle Maps, automate data collection at every stage of a record’s lifecycles, delivering actionable insights in real-time such as Customer Lifecycle, Opportunity Lifecycle, and Employee Lifecycle.