Organizations that are already part of a Salesforce ecosystem use the Forms feature to organize their Salesforce survey data within their customer relationship management (CRM) platform. We can see why many businesses use this approach, especially if employees are familiar with using Salesforce features and tools that they can trust and are easily available, which makes complete sense.
But other than just ease of access to advanced tools, Salesforce Forms actually integrates really well with Salesforce to automatically transfer survey data to the CRM platform in real time. Choosing to use Salesforce Forms for organizing survey data in Salesforce plays a big part in eliminating data entry tasks and maintaining data accuracy in your database.
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Survey Data Analysis with Salesforce
Once Salesforce Forms has synced your survey responses to Salesforce, the next step would be to analyze your data. For this task you can either use a mixture of features provided by Salesforce or search for a third-party application that can integrate with your CRM platform.
If you don’t know where to start, don’t worry. We can help you find the right data analyzing tools for your Salesforce survey data. Take a look at the short list we have drafted up below to get you started.
Engaging Salesforce Reports and Dashboards in your Ecosystem
To begin, you don’t have to look very far for a tool to analyze survey data in Salesforce.
The Report Builder from Salesforce can help you create reports from survey data. It’s also helpful for filtering data based on survey responses.
And if you need help creating dashboards from data, you could also use Salesforce features to build stunning charts and graphs to display survey findings.
Simple Salesforce Surveys for Data Collection and Analysis
Next up, we have Salesforce Surveys. With this popular feature from Salesforce, employees can build surveys and distribute them to customers to collect responses. The Salesforce Surveys feature also provides built-in capabilities to analyze and report on survey data effectively.
Top Third-Party Survey Tools that Integrate with Salesforce
If you want to branch out and try other solutions for analyzing survey data, you have the option to do so. Many businesses go down this route because Salesforce Surveys is great for managing basic survey requirements. However, companies turn to Titan Survey, SurveyMonkey, or Qualtrics, to name a few options when they need to create complex surveys,
The impressive third-party survey analytics tools mentioned above are great solutions to integrate with Salesforce. So, if you want to collect survey data and transfer it seamlessly to your Salesforce ecosystem, make sure to check them out.
An Easy Salesforce Guide on How to Analyze Survey Data
When you analyze your survey data, you will notice that the approach you take will depend on your unique business tasks and the software that you have installed in your workplace. In general, you just need to follow a few simple steps to analyze data in Salesforce accurately. We have given you an outline below. It shows how to analyze data from a survey in Salesforce.
Begin by creating a survey with Salesforce or a third-party application like Titan Survey. In this step you should include specific questions and customize your survey to match the brand of your business. Once you are happy with the survey, you can send it to your customers via email, a web link, or even share your survey that has been embedded in your website for survey data collection.
Next, you must keep a watch out for your survey responses that are collected and stored in Salesforce. Remember to start getting the data ready by cleaning it up so that there are no duplicates. You can then export your survey data from Salesforce as a CSV file. Proceed to analyze the data with Microsoft Excel, Google Sheets, or Tableau. These platforms are considered to be reliable data software that most companies use for data analysis.
Present your data as beautiful charts and graphs so that they are easy to understand and take the opportunity at this point to segment your survey data on any criteria that you need. To help your business pick up on trends and relationships in your survey statistics, you can use T-tests, chi-squared tests, or regression analysis techniques.
By the way, if you chose open-ended questions in your survey for data collection and analysis, then you might want to examine these responses with natural language processing (NLP) tools. Tools such as Python’s NLTK or spaCy can be used to work with open-ended responses.
And, if you would like to analyze the sentiment of your text responses from surveys, go ahead and use sentiment analysis tools. These nimble tools can let you know if your survey responses have positive, negative, or neutral customer emotions towards your business.
Don’t Forget you Need Survey Reporting Processes Too
Once you are done analyzing all your data, you can create a report and a dashboard on your findings in Salesforce to help visualize survey results that can be presented to important stakeholders. Salesforce has reporting tools that can help you with your reporting and dashboard needs.
The stakeholders in your business can now interpret the findings in the survey report and make impactful data-driven decisions for implementing successful business goals and objectives.
Get Ready to Make Changes
Thank you for reading our article on organizing survey data in Salesforce for analysis.
As we got to see, analyzing survey data is a long process that has many stages. However, it all starts with accurately creating engaging surveys, collecting data accurately, and organizing it in a structure that can be worked on.
Salesforce data that is well-organized can help you to analyze data faster and more accurately so that you can create reports and dashboards that can be trusted in assisting stakeholders with making crucial business decisions.
Additionally, businesses also get to understand their customers better through surveys and data analysis. With these insights, organizations can cater to specific customer needs and preferences and tackle pain points, ultimately putting them in the direction of becoming a fan favorite in the industry with strong brand loyalty from customers.
For these many reasons, it’s important to use reliable and stable tools like Salesforce Surveys, Salesforce Forms, or other trusted third-party applications that can help to create and manage surveys for data collection and analysis in Salesforce.
Good Luck!