Rep Insights Survey
Rep Insights empowers sales reps and teams to add personalized
ratings and private notes to any Salesforce record.
RepInsights Dashboard displaying Records view sorted by date of Last Recorded Insight
Account view displaying the Private Notes Timeline
New Private Note screen including tags and multiple records
How do you currently take notes related to Salesforce records?
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How do you currently take notes related to Salesforce records?
What challenges do you face with taking notes in Salesforce? (Select all that apply)
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What challenges do you face with taking notes in Salesforce? (Select all that apply)
If you selected 'Other' for challenges, please specify:
How valuable would you find an app like Rep Insights (Private Notes + Personal Scoring) for your Salesforce work? (See app description at the top of the page)
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How valuable would you find an app like Rep Insights (Private Notes + Personal Scoring) for your Salesforce work? (See app description at the top of the page)
What is your organization's willingness to pay annually for an app like Rep Insights?
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What is your organization's willingness to pay annually for an app like Rep Insights?
Who usually decides on Salesforce Apps in your organization?
Who usually decides on Salesforce Apps in your organization?
If you selected 'Other' for decision-maker, please specify:
Which, if any, features would you be most excited to use? (Select all that apply):
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Which, if any, features would you be most excited to use? (Select all that apply):
What additional features would you like to see in an application dedicated to enabling the storage of personal insights?
If you'd like to join our beta program for Rep Insights, please leave your email (optional):
