Survey Vista

Highlights

• Platform Difference ✔ 100% native Salesforce Intelligence & Action Platform ✔ Signals captured inside Salesforce org — zero integration tax ✔ AI triggers automated actions instantly ✔ Works with every Salesforce Cloud — no middleware ✔ No learning curve
• Results That Matter ✔ Prevent churn: detect at-risk accounts early ✔ Grow revenue: surface upsell signals & automate advocacy ✔ Improve productivity: eliminate fragmented survey & form sprawl ✔ Timely closed-loop actions for better customer experiences
• Customer Lifecycle ✔ Lead capture web forms to Sales Cloud ✔ Trigger opportunity win-loss & onboarding survey ✔ Automate customer satisfaction surveys on case closure ✔ Map responses to any Salesforce record ✔ Close loop with automated follow-up actions
• No-code Survey & Form Builder ✔ NPS, CSAT, CES & VoC survey ✔ 40+ field types: Rating, Signature, Consent, Dynamic Data... ✔ Multi-language pre-filled form with Salesforce data ✔ Conditional logic, Document generation ✔ Email, SMS, Chat, Experience Cloud
• AI Analytics & Insights ✔ Built-in survey metrics dashboard ✔ Native data flow to Tableau, Power BI & CRM Analytics ✔ AI sentiment analysis & root cause insights ✔ Segment by Account, Contact & any Salesforce object ✔ Share insights across Salesforce org
• Security & Compliance ✔ HIPAA, SOC 2, ISO 27001 & GDPR compliant — inherited from Salesforce ✔ In-org data storage for NPS, CSAT, form data ✔ No third-party servers, no middleware, no external exposure ✔ Role-based access control & permission management
• Best Survey & Form App, 5-star, 222+ reviews ✔ Customer Feedback, Experience, Satisfaction & Net Promoter Score ✔ Employee Experience & onboarding surveys ✔ HIPAA-compliant assessment ✔ Offline pre-filled form & data collection ✔ In-app product feedback
• Forms & Field Data Collection ✔ E-signatures & electronic web form submissions in Salesforce ✔ HIPAA & FedRAMP compliant data collection for Salesforce ✔ Offline mobile forms for field service & remote sites — auto-syncs online ✔ Document generation
• Use Cases ✔ Patient intake, health checklists & clinical assessment ✔ Event registration, post-event & training feedback ✔ Employee onboarding, pulse & 360-feedback surveys ✔ Nonprofit program, volunteer & grant application forms ✔ Partner feedback survey