Build the survey.Send it on any channel.See the answer on the record.
CoreSurvey
CoreSurvey is a survey app where you build customer surveys, send them on the channel you choose and see the answers next to the related customer record.
Survey owner
Web or Salesforce- Drag-and-drop survey builder
- Rating, choice, text and number questions
- Questions shown based on earlier answers
- Draft, published and archived surveys
Customer
Phone or computer- A personal survey link with an expiry
- A clean screen with no sign-in
- Questions answered in a few taps
- Answers saved to the record instantly
Add questions and set the flow.
Pick a question type and write the text and help line. You can show a question only when an earlier question gets a certain answer.
Every send is an invitation record.
Each customer gets a personal invitation with an expiry. We set up when and on which channel it goes out to fit your process: an SMS when a request closes, an email after delivery, or a QR code.
Answers next to the customer record.
When the customer completes the survey, the invitation is closed and the answers are linked to the related record. Agents see the scores and comments when they open the record; averages and response rates are followed in reports.
Questions asked right after the work
After support
Satisfaction survey when a request closes
Service and installation
Feedback after a field visit
Sales and delivery
Feedback once an order is delivered
Loyalty
Periodic NPS and customer experience surveys
It runs where your infrastructure is.
We choose the deployment model together, based on your infrastructure and data policy.
We don't use Salesforce. Can we still use it?
Yes. CoreSurvey runs inside Salesforce and can also be set up as a standalone web app.
Which channels are surveys sent through?
The channel is not tied to the product. The survey link goes out through the channels you use, such as SMS, email, messaging apps or a QR code; we set up sending to fit your process.
Does the customer need to sign in to answer?
No. Each invitation has a personal link; the customer clicks it and answers right away. How long the link stays valid is set when the invitation is created.
Which question types are available?
Short and long text, single and multiple choice, yes/no, number and rating questions. Questions can be required and can be shown based on earlier answers.
Where do we see the answers?
Answers are linked, together with the invitation, to the related customer, request or order record. Overall results and response rates are followed in reports.