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TIP #3: Track Team Engagement with Salesforce  

Powerful Tool for Keeping a Pulse on Employee Morale!

Tip #3: Keep a pulse on the mood and engagement level of the team. A shift to working remotely can be disruptive for employees. With fewer face-to-face interactions, managers often find it difficult to gauge how their team is doing. Is everyone okay or are they stressed from increased in workload, concerns about job security or other issues? Creating a means for regularly capturing sentiment from your team members allows you to identify potential issues early and address them before they become problematic.

Insight: Fortunately, Salesforce is a perfect solution – making it easy to create engaging, easy-to-use surveys to collect regular insights and feedback from your employees. At Demand Chain, we use our weekly employee mood surveys to help gauge how our team is doing. The responses help us stay plugged into employee concerns, maximize productivity, and ensure we are employee-relevant–even in a distributed workplace! It’s so critical to our culture, we consider it one of our three most important metrics!

Mood_Survey_Results_Dashboard_Screenshot

Additional Applications for Surveys
In addition to polling employees, Salesforce Surveys can be used to survey customers, event attendees and more. Demand Chain and our clients also use Salesforce Surveys for:

  • Customer Satisfaction Scores
  • Gaining post-purchase or post-service feedback
  • Gathering feedback after events and webinars
  • Developing a Net Promoter Score® for segmentation

The data that you collect from survey participants is stored in your org. You can then use Salesforce to export survey data, create reports and dashboards, and share insights with your company.

If you’re unfamiliar with Salesforce Surveys or want to adapt your Surveys to evolving business conditions, more information available at www.trailhead.com.

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