Integrate Surveys with CRM to Get Better Customer Feedback

Maulik Shah
May 09,2016

    Getting feedback from your customers is essential for businesses looking to make informed decisions. However, many people lead increasingly busy lives. Survey Rocket is an extensive SuiteCRM Survey Plugin which will help your business or organization meets its needs. This expertly designed plugin will provide you with the power & ability to evaluate the strengths and weaknesses of new products, services and strategies before they reach the market. It is designed to be engaging and convenient for responders, and all of your gathered data will be automatically organized in the CRM, allowing you to gain the actionable insights you need.

    Online surveys are a valuable tool to help you pinpoint consumer desires and to understand their behavior. But it’s crucial to ask the right questions in order to get results that help you understand your audience better. With our advanced customer survey tool - Survey Rocket, we are focused on delivering advanced survey features to help you and your team conducts effective research.

    Used in many industry verticals, Survey Rocket is one of the most prominent SuiteCRM Plugins that benefits the most. Companies can evaluate customers’ satisfaction ratio, they can also do market research with the help of such surveys and make precise product or solution development decisions.

    Our Survey Rocket Is Featured With,

    • Create Survey Templates and Survey Questionnaires
    • Create as many survey templates as you want. Once you create the survey templates, you can utilize those templates to create multiple surveys for your targeted customers.

    • Preview Survey Before Sending Out
    • Set theme, logo, own questions, define answers and the format of answers you want to have for your customers to choose from and Preview the same before sending.

    • Set Desired Email Template for Survey
    • Create multiple email templates for specific customer survey. You can edit almost every field of this email, including the body. And send it out your specific contacts.

    • Send Survey From Contacts, Accounts, Leads, Users Modules
    • Select the recipients from the above defined modules for sending the survey. You can select the entire module or a few of the contacts.

    • You can Re-submit Survey or Vice Versa!
    • Re-submit the survey to any customers if you wish to do so. Moreover, your customers are also allowed to request for the same.

    • Get Summary for Survey Sent!
    • After sending a survey, you can have an overview of the number of surveys sent! You can also resend survey to those customers who have requested for the same.

    • Evaluate Surveys to Understand Customers
    • Once the response is submitted, it will be stored in the SuiteCRM system which then, delivers accurate feedback reports. Thereafter you can evaluate or measure the customer satisfaction ratio and move further to the next phase.

    • Generate Multiple Reports
    • View and generate survey reports in various formats like Status Report, Question-wise Report, and Individual report.

    Thus, users can customize survey questions, send them to the target audience on the web and gather replies in a real time manner. This gives the perfect data insight to create professional reports.

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