Salesforce customer satisfaction survey
Free form template to collect customer satisfaction feedback. Allow customers to rate the service, agent skills, and timeliness using a combination of rating, NPS®, and open-ended comment fields. Use this template to create a survey response in Salesforce. Easily customize the template and add your logo, or add other questions for a more comprehensive survey.
Some use-cases
Here are some ways organizations running on Salesforce can utilize this customer survey:
- Retail Industry:
An online retailer uses the survey to assess customer satisfaction after product delivery to improve service quality.
- Healthcare Sector:
A clinic sends the survey to patients post-visit to gather feedback on their appointment experience.
- Software Industry:
A SaaS company deploys the survey to measure client satisfaction following software implementation.
- Financial Services:
A bank uses the survey to evaluate customer experience after financial consultations or transactions.
Multi-channel distribution
There are several ways to share your customer satisfaction survey:
- Unique link:
Create a unique link, like app.formcrafts.com/my-survey and share this link any way you deem fit.
- Seamless embed:
You can use our embed code and embed the form on any website or app, including authorization-only app dashboards.
- Email embed:
You can also embed your surveys in emails sent out via email marketing softwares and Salesforce automations. The email survey will contain the first rating field, as such:
Timeseries NPS analysis
You can analyze your scores in Formcrafts. Our NPS analytics will show a timeseries report, with a breakdown for each month, and a trend line. This allows you to keep a tab on the scores, and how they change over time.
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