Analyzing Survey Responses

Analyzing Survey Responses and Building Custom Reports in Salesforce with InPoll Survey

Welcome to the user guide for analyzing survey responses using InPoll Survey. This guide will walk you through the process of extracting valuable insights from collected survey data, enabling you to make informed decisions and improvements based on feedback. Let's get started!

1. Introduction to Survey Analysis:

Analyzing survey responses is a crucial step in understanding customer opinions and needs. InPoll Survey equips you with the tools to interpret data effectively, helping you uncover trends and opportunities for enhancement.

2. Accessing Survey Response Data:

After survey responses are collected, access the data from the InPoll Survey dashboard. Navigate to the "Survey Responses" section to view all collected responses for each survey.

3. Navigating the Analysis Dashboard:

Click on a specific survey to access its analysis dashboard. Here, you'll find various features that enable you to delve deeper into the collected data, including response summaries, question breakdowns, and visualizations.

4. Generating Reports:

InPoll Survey offers the option to generate comprehensive reports based on survey responses. Choose from predefined report templates or customize your report based on specific criteria.

5. Visualizing Survey Insights:

Interpreting data is easier with visualizations. InPoll Survey provides a range of graphical representations, such as pie charts, bar graphs, and line charts, to help you understand trends and patterns at a glance.

6. Exporting Data for Further Analysis:

Need to perform in-depth analysis using external tools? InPoll Survey allows you to export response data in CSV format for further exploration.

7. Utilizing Survey Trends:

Identify recurring themes and trends by comparing responses over time. Utilize the "Trends" feature to visualize changes in customer sentiments and preferences.

Building Custom Reports in Salesforce with InPoll Survey

1. Salesforce Integration and Mapping:

InPoll Survey seamlessly integrates with Salesforce, enabling you to merge survey data with your existing customer records for comprehensive analysis.

2. Syncing Survey Responses to Salesforce:

After collecting responses, sync survey data to Salesforce. This integration ensures that survey data is readily available within your Salesforce environment.

3. Mapping Survey Data Fields:

Map survey data fields to corresponding Salesforce fields. This step ensures accurate data alignment and simplifies the process of generating custom reports.

4. Building Custom Reports in Salesforce:

Leverage Salesforce's powerful reporting features to create custom reports. Access the "Reports" tab in Salesforce to initiate the report-building process.

5. Analyzing Survey Insights Through Reports:

Custom reports in Salesforce offer a diverse range of visualization options. Utilize filters, grouping, and chart types to present survey insights effectively.

Steps for Building Custom Reports:

1. Choose Report Type: Select the report type that aligns with your analysis goals, such as "Tabular," "Summary," or "Matrix."

   
   

2. Add Report Fields: Add survey-related fields that you mapped earlier. These fields will serve as the foundation for your custom report.

3. Apply Filters: Apply filters to narrow down your data based on criteria like response date, survey version, or respondent details.

   
   

4. Group and Summarize Data: Group data by specific fields to generate summaries that highlight patterns and trends.

   
   

5. Visualize Insights: Select the appropriate chart type, such as bar charts, pie charts, or line graphs, to visually represent survey insights.

Best Practices:

Regularly update your Salesforce survey data to ensure the most recent insights are included in your reports.

Utilize Salesforce's "Dashboard" feature to create visual representations of multiple reports, providing a comprehensive view of survey data.

Integrating InPoll Survey with Salesforce and building custom reports enhances your ability to analyze survey responses effectively. By syncing survey data, mapping fields, and harnessing Salesforce's reporting capabilities, you gain actionable insights that drive strategic decision-making and customer experience improvements.