In all likelihood, you have used a Likert scale (or something you’ve called a Likert scale) in a survey before. It might surprise you to learn that Likert scales are a very specific format and what you have been calling Likert may not be. Not to worry — researchers that have been doing surveys for… Read More »
SalesForce Survey Integration
What is this?
Integration with Salesforce.com allows you to load Salesforce data into your survey, format a Survey URL to load a Salesforce record, take advantage of email invites, and create or update Salesforce records with data in your survey. Please note that this feature requires a SalesForce account level of Enterprise or Unlimited.
When would I use it?
By combining Salesforce.com with SurveyGizmo you can more effectively manage your customer relations using our survey software. A great example of when you would use us, is if you already have information on a current customer, but you want to make sure nothings changed in the new year. You can set up a survey that will be pre-populated by Salesforce, and then you can ask your respondents if any of their information has changed. You can then use us to push new data that you collect into Salesforce to update your existing records.
You can also use us to create brand new leads by setting up your survey to push all new data into Salesforce. You can then set up emails within Salesforce to send out information to your new leads, and start your relationship off quickly and easily!
What are some of the benefits of using the Salesforce Integration?
- Help to streamline your lead and prospect process.
- Help you consolidate data and update it as needed.
- Help you to easily update information on your new customers, but keep you in up to date with the customers you already have!
What is Salesforce.com?
Salesforce is a leading enterprise cloud computing company that helps employees collaborate easily and connect with their customers. They started up as an online CRM (Customer Relationship Management) tool, and now also identify themselves with the concept of “Social Enterprise”, which allows you to connect to your customers in a social media fashion.
Their software helps you to manage and pipeline leads to the point of sale in either the most simple or sophisticated ways that you’d like. They are an ‘All cloud’, no software company, and our integration works with the customer side of Salesforce where you’re trying to manage and keep in touch with current or new customers.
Apr. 17 
Apr. 5