Manage surveys where your contacts, customers and leads exist. Tie responses directly to the contact or lead.
Manually send survey from Lead, Contact, Case, or Opportunity records
There is no limit to what can trigger an automated survey to be sent
Surveyor includes the power of Salesforce automation. Define automated actions based on survey response(s). Negative, positive or informational
Include logic in surveys to identify happy customers and request a testimonial from them. If a testimonial is provided, request they provide an online referral as well.
Real-time insight to your customers and leads
Flexibility to create everything from standard to lead gen surveys. Surveyor also allows for logic of when to ask for a testimonial and online referral
Create an email template for each survey with the ability to:
Capture exactly what you need with the varied question types in Surveyor
Other solutions include costly integrations to get survey responses into Salesforce. With Surveyor, all responses are available within Salesforce