TechValidate Research on SurveyMonkey Salesforce Integration

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SurveyMonkey Salesforce Case Study

Small Business Computer Software Company

Introduction

This case study of a small business computer software company is based on a February 2018 survey of SurveyMonkey Salesforce customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

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“SurveyMonkey’s Salesforce integration allows us to be actionable, allows us to follow up faster with negative responses, thank customers for positive responses, and improve our reporting.”

“Easy to use and quick to set up.”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select SurveyMonkey Salesforce:

  • Addressed the following challenges from using the SurveyMonkey Salesforce integration.
    • Response visibility
    • Reporting
    • Respondent follow-ups

Use Case

The key feature and functionality of SurveyMonkey Salesforce that the surveyed company uses:

  • Uses the SurveyMonkey Salesforce integration to send surveys upon case closure.

Results

The surveyed company achieved the following results with SurveyMonkey Salesforce:

  • Has 50%-99% of their user base accessing SurveyMonkey response data in Salesforce.
  • Uses both reports and dashboards created in Salesforce to analyze SurveyMonkey response data.
  • Has the following levels of management accessing survey data dashboards/reports:
    • C-level executives
    • Senior VPs/Vice Presidents
    • Senior Directors/Directors
    • People Managers
    • Individual contributors
  • Created follow-up notifications or processes for survey responses in Salesforce.

Company Profile

The company featured in this case study asked to have its name publicly blinded because publicly endorsing vendors is against their policies.

TechValidate stands behind the authenticity of this data.

Company Size:
Small Business

Industry:
Computer Software

Source: TechValidate survey of a Small Business Computer Software Company
Validated
  Published: Mar. 7, 2018   TVID: 5D1-381-6B6




About This Data

This data was sourced directly from verified users of SurveyMonkey Salesforce Integration by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.


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