AI TOOL PROFILE
SurveyVista Review: Salesforce Native Survey Software
- Productivity
- Survey and Feedback
- Salesforce Administrators
- Customer Success Managers
- HR Operations
- Marketing Operations
- Salesforce users
Pricing
Offers four editions: FREE, STANDARD, PREMIUM, and ENTERPRISE. A free trial is available. Specific add-ons like Quiz and Workflow are priced separately, with some ranging from $3,000 to $5,000 per year.
At a glance
- Best for
- Salesforce Administrators, Customer Success Managers, HR Operations, Marketing Operations, Salesforce users
- Key use cases
- Customer Satisfaction Tracking, Employee Engagement, Compliance and Risk Assessments, Nonprofit Data Collection
- Integrations
- Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Salesforce Experience Cloud, Salesforce Health Cloud
- Official website
- Visit surveyvista official website
How AI is used
SurveyVista is a survey and assessment tool built entirely on the Salesforce platform. It is designed for organizations that want to collect feedback—such as CSAT, NPS, and employee engagement data—while keeping information within their Salesforce environment.
The tool is intended for Salesforce Administrators, Customer Success, HR, and Marketing Operations teams. It supports a range of data collection needs, including customer satisfaction forms, compliance assessments, and employee 360 reviews.
Capabilities include a no-code drag-and-drop builder, automated distribution via multiple channels, and the ability to pre-fill surveys using CRM data. It also includes sentiment analysis to help categorize the emotional tone of open-ended responses.
Buyers should confirm which edition fits their needs, as specific features like the offline mobile app, quiz functionality, and workflow tools are available as paid add-ons.
Key Features
Native Salesforce Integration
Operates within Salesforce, allowing responses to map to standard and custom objects without external data movement.
Drag-and-Drop Builder
A WYSIWYG interface for creating surveys and forms without coding.
Multi-Channel Distribution
Supports sending surveys via email, SMS, MMS, WhatsApp, and embedded web forms.
Multilingual Support
Supports the creation of surveys in multiple languages with options for respondents to select their preferred language.
AI Sentiment Analysis
Uses Amazon AWS Comprehend to help categorize the emotional tone of open-ended responses.
Response Mapping
Supports the creation or update of Salesforce records based on survey responses.
Use Cases
Customer Satisfaction Tracking
Automating CSAT and NPS surveys after milestones such as case closure or product deployment.
Employee Engagement
Collecting employee feedback through engagement assessments and 360-degree reviews.
Compliance and Risk Assessments
Managing vendor risk due diligence and internal audit workflows with multi-stage reviews.
Nonprofit Data Collection
Supporting grant application forms, volunteer registration, and donor feedback.
Integrations
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Marketing Cloud
- Salesforce Experience Cloud
- Salesforce Health Cloud
- Twilio
- SendGrid
- Slack
- Amazon AWS Comprehend
FAQ
Is SurveyVista native to Salesforce?
- Yes, it is a 100% native app available on the AppExchange, meaning the data remains within the Salesforce organization.
What are the pricing options for SurveyVista?
- There are four editions: FREE, STANDARD, PREMIUM, and ENTERPRISE. Specialized features, such as the Offline Mobile App or Quiz tool, are available as annual paid add-ons.
Can SurveyVista automate the sending of surveys?
- Yes, it supports automated distribution by integrating with Salesforce Flows, Processes, and AgentForce to trigger surveys based on events such as a closed case.
Source category: Productivity
Source subcategory: Survey & Feedback
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