Questionnaire App
Questionnaires. Scores. Insights.
Easily create and manage questionnaires for any Salesforce record - Accounts, Leads, Opportunities, and more. From lead qualification to internal checklists and surveys, our solution helps your team capture consistent data, automate scoring, and make better decisions - without leaving Salesforce.
Features
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Build questionnaires for Accounts, Leads, Opportunities, or any object.
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Calculate scores automatically based on responses for instant insights.
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Control questions displaying based on other question responses.
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Ideal for BANT, lead qualification, internal audits, or community-facing surveys.
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Support single select, multi-select, address fields, lookup fields, and more.
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Manage multiple versions of a questionnaire to track changes or test new formats.
Admin Servicible
Designed for easy maintenance, our questionnaire solution puts control in the hands of your admins or operations team. Questionnaires can be updated or versioned in minutes, and adding them to new processes is as simple as dropping a component onto a lightning record page - no developer required.
Pricing
One-Time Licensing Fee
Avoid recurring monthly costs. A single licensing fee covers the full use of the application and infrastructure.
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Implementation Cost
We tailor the solution to fit your sales process and business needs. This includes any custom enhancements required to make sure everything works exactly how you operate.
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Support Hours
As your business evolves, so might your needs. We include time to implement future enhancements and ensure your solution continues to deliver long-term value.
Book Demo
This solution is part of our Sales Cloud Accelerator. If you are just getting started with Salesforce we want to hear from you. Our infrastructure is designed to be scalable and built with an enterprise mind set. Let us set the foundation for your future.
If you are an existing user of the platform we want to hear from you too! Let us make your team love Salesforce like never before.
Bolt-On Solutions
Opportunity Management
Keep your team focused at every stage of the sales process. Eliminate guesswork, ensure complete data, and move deals faster - powering accurate forecasts and automation. This is the opportunity experience Salesforce should have delivered.
Sales Methodologies
Do you rely on the BANT or MEDDICC sales methodologies? If yes we have solutions built just for you to enable these on the Salesforce platform.
Territory Management
Manage Salesforce territories like never before. Plan, assign, and adjust territory models with ease - automatically connect the right accounts, opportunities, and team members, all on a flexible, fully customizable solution.