NPS Surveys by SalesHub vs Refiner

NPS Surveys by SalesHub automates NPS, CSAT, and CES surveys from Salesforce events and maps responses to Salesforce records. The vendor describes it as built inside Salesforce, without a separate integration or API connection. A survey can start when a case closes, an opportunity is won, onboarding finishes, or a custom trigger occurs. Distribution channels include email, in-app, QR code, web, and social. Scores can drive follow-up: detractor results from 0–6 create Priority 1 cases, while promoter results from 9–10 prompt email review requests. Analytics include NLP theme clustering, predictive churn scoring, and real-time Salesforce dashboards filterable by account, industry, product, region, or custom dimension. Surveys can be deployed in any language, with automatic respondent locale detection. The vendor says responses, scores, and analytics remain within the Salesforce org, with no third-party servers or data transfer. The app supports Salesforce for iOS and Android and installs as a managed package. CX Lite costs $3,500 a year; CX Pro costs $12,000 a year. A 30-day trial is available through AppExchange without a credit card.

Refiner provides surveys for software companies across in-app and mobile experiences, websites, email, and shareable links. Survey types include NPS, CSAT, CES, product-market fit, user research, onboarding and UX feedback, user profiling, and in-app messages or calls to action. Teams can target respondents by traits, behavior, device, language, or prior responses, then trigger surveys after events or delays. Dashboards include NPS, CSAT, and CES trend charts, response segmentation, filters, and AI-assisted tagging of open-text answers. Listed integrations span analytics, CRM, messaging, and automation tools, as well as a REST API and webhooks. Refiner also offers AI translations and an MCP server through which AI assistants can access survey data. The company states it has SOC 2 Type II, GDPR, CCPA, and HIPAA compliance frameworks. It says data is hosted in Ireland within the EU by default and encrypted in transit and at rest. The free plan allows 25 responses per month; the 30-day trial allows 100 responses and requires no credit card.