Their Pitch
Excel at customer experience in a world of change.
Our Take
It's a survey tool that lives inside Salesforce. If you're already married to Salesforce, this makes feedback collection actually useful instead of scattered across 12 different places.
Deep Dive & Reality Check
Used For
- +**You're chasing feedback in emails, Slack, and support tickets** → All responses flow into one Salesforce dashboard with real names attached
- +**Your post-purchase surveys get 3% response rates via email links** → Embed questions directly in emails so people answer without clicking away
- +**You send the same CSAT survey to everyone regardless of their journey** → Branch logic shows different questions based on previous answers or customer type
- +Real-time sentiment tracking across all touchpoints - spot problems before they become Twitter rants
- +Triggers Salesforce workflows automatically when someone gives you a 1-star rating
Best For
- >Your customer feedback is scattered across email, chat logs, and three different spreadsheets
- >You live in Salesforce and need surveys that actually feed back into your workflows
- >You're sending basic surveys manually and it's eating up hours every week
Not For
- -Teams not using Salesforce — you're paying for integration magic you can't use
- -Solo founders or tiny teams — the advanced analytics will sit unused while you pay enterprise prices
- -Anyone wanting a simple survey tool — this assumes you want feedback tied to customer records and workflows
Pairs With
- *Salesforce (where all the survey responses land and trigger your follow-up workflows)
- *Slack (where your customer success team gets pinged about angry customers in real-time)
- *HubSpot (for the marketing surveys that Salesforce handles but not as elegantly)
- *Zapier (to connect survey responses to tools outside the Salesforce ecosystem)
- *Tableau (because executives want prettier charts than Salesforce's basic survey dashboards)
The Catch
- !The Salesforce integration is the main selling point, so without it you're just paying premium prices for basic surveys
- !'Couple of minutes' setup becomes hours once you want custom respondent tracking or complex branching logic
- !No clear pricing tiers in 2024 — you'll need to talk to sales for real numbers instead of seeing upfront costs
Bottom Line
The survey tool that finally plays nice with Salesforce instead of fighting it.