Share this article…Salesforce ecosystem in recent years. Businesses now have quite a few options when it comes to choosing a survey platform that works well with Salesforce. But with many offerings having similar features and benefits, how can you determine the best option for you?… Read More …
Here are highlights from article 4 Key Criteria for Selecting a Salesforce Survey Platform | Salesforce Ben
Key Criteria for Selecting a Salesforce Survey Platform:
1. Salesforce Native Is a Must
– Ensure that the survey platform is built natively on Salesforce Lightning.
– Native solutions offer seamless data management and integration with customer records and interactions in Salesforce.
– Real-time insights can be gathered within the Salesforce environment, allowing for quick responses and adjustments based on up-to-date customer sentiments.
– Data security and compliance are ensured as the data remains within the Salesforce environment and is protected under Salesforce’s security measures and certifications.
2. Integration Capabilities
– Look for a survey platform that has strong integration capabilities with other Salesforce apps and tools.
– This allows for a seamless flow of data between different systems and enhances overall efficiency.
3. Customization and Flexibility
– Choose a survey platform that offers customization options to tailor surveys to your specific business needs.
– Look for features like custom branding, question types, survey logic, and the ability to create personalized surveys for different customer segments.
4. Reporting and Analytics
– Consider the reporting and analytics capabilities of the survey platform.
– Look for features like real-time dashboards, customizable reports, and the ability to track key metrics and trends.
– Advanced analytics capabilities such as sentiment analysis and text analytics can provide valuable insights from survey responses.
5. User-Friendly Interface and Ease of Use
– Evaluate the user interface and ease of use of the survey platform.
– Look for intuitive design, easy navigation, and a user-friendly interface that allows for easy creation, distribution, and analysis of surveys.
– Consider user reviews and feedback to ensure that the platform is user-friendly and meets your team’s needs.
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Source from salesforceben(dot)com