About SurveyVista
SurveyVista is a 100% native Salesforce intelligence and action platform. It enables users to create and manage surveys, forms, assessments, and checklists directly within Salesforce, eliminating the need for external integrations and data syncing.
SurveyVista is an intelligence and action platform built exclusively for Salesforce, designed to consolidate customer feedback and data collection processes within the CRM. It allows teams to create surveys, forms, assessments, and checklists without ever leaving the Salesforce environment. This native architecture eliminates integration costs, data sync delays, and security risks associated with external tools. Key features include AI-powered sentiment analysis, automated workflows that trigger actions from feedback, and over 38 question types. The platform is aimed at various teams, including sales, customer success, and operations, helping them prevent churn, identify revenue opportunities, and improve efficiency. Pricing is structured in annual tiers based on a Salesforce org, with a free trial available through the AppExchange. Support options include email, phone, and a knowledge base.
Pros & Cons
- Operates 100% natively within Salesforce, eliminating integration costs and data sync delays.
- Combines surveys, forms, assessments, and checklists into a single platform.
- AI-powered analysis provides predictive insights by combining feedback with CRM data.
- Automates actions and workflows directly within Salesforce based on responses.
- Offers a free trial through the Salesforce AppExchange.
- Requires Salesforce Enterprise edition or higher to use.
- Pricing is per Salesforce org and can be costly for smaller teams, starting at $2,999 per year.
- The full suite of AI and automation features are reserved for higher-priced tiers.
Features
Key features
Operates entirely within Salesforce, ensuring data security and real-time access without sync delays.
Supports creation of surveys, forms, assessments, and checklists on a single platform.
Utilizes AI for sentiment and theme detection on feedback, correlating it with CRM data to predict outcomes.
Triggers instant actions in Salesforce based on feedback, such as creating opportunities or tasks.
Offers over 38 question types, including CSAT, NPS, file uploads, and payment integration.
Allows point-and-click customization of survey and form appearance to match company branding.
Additional features
Adapts questions based on live Salesforce data like account value or support history.
Segments survey audiences using any Salesforce field.
Initiates surveys based on CRM events like a closed case or a won opportunity.
Automates follow-up actions and tracks outcomes within Salesforce.
Supports complex environments with multiple Salesforce organizations (Enterprise plan).
Delivers survey notifications through various channels.
Inherits Salesforce's security model and is compliant with standards like HIPAA and SOC 2.
An available add-on to create and manage quizzes.
Pricing
Annual plans
- Unlimited surveys & responses
- Surveys + Forms
- Basic Flow automation
- Standard reporting & dashboards
- Email support
Starting price. For growing Salesforce teams. Includes 2 internal user licenses.
Source: vendor pricing page →- Everything in Core
- Assessments + Checklists
- Advanced workflow automation
- AI sentiment analysis + Geocode
- Phone & web support
Starting price. For revenue and CX teams. Includes 5 internal user licenses.
Source: vendor pricing page →- Everything in Premium
- AgentVista — our full suite of AI
- Multi-org management
- Advanced sentiment analytics
- Dedicated success manager
Contact sales for pricing. For large orgs and regulated industries. Includes 10 internal user licenses.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About SurveyVista
SurveyVista is a 100% native Salesforce intelligence and action platform. It enables users to create and manage surveys, forms, assessments, and checklists directly within Salesforce, eliminating the need for external integrations and data syncing.
SurveyVista Details
SurveyVista's In-App Market Place
Does SurveyVista have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Annual plans
- Unlimited surveys & responses
- Surveys + Forms
- Basic Flow automation
- Standard reporting & dashboards
- Email support
Starting price. For growing Salesforce teams. Includes 2 internal user licenses.
Source: vendor pricing page →- Everything in Core
- Assessments + Checklists
- Advanced workflow automation
- AI sentiment analysis + Geocode
- Phone & web support
Starting price. For revenue and CX teams. Includes 5 internal user licenses.
Source: vendor pricing page →- Everything in Premium
- AgentVista — our full suite of AI
- Multi-org management
- Advanced sentiment analytics
- Dedicated success manager
Contact sales for pricing. For large orgs and regulated industries. Includes 10 internal user licenses.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Operates 100% natively within Salesforce, eliminating integration costs and data sync delays.
- Combines surveys, forms, assessments, and checklists into a single platform.
- AI-powered analysis provides predictive insights by combining feedback with CRM data.
- Automates actions and workflows directly within Salesforce based on responses.
- Offers a free trial through the Salesforce AppExchange.
- Requires Salesforce Enterprise edition or higher to use.
- Pricing is per Salesforce org and can be costly for smaller teams, starting at $2,999 per year.
- The full suite of AI and automation features are reserved for higher-priced tiers.
SurveyVista's Support Options
Email Address
support@surveyvista.comContact
1.669.777.6838Documentation
https://resources.surveyvista.com/knowledge-baseSurveyVista's Alternatives
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