Businesses can perform data analysis faster and make strategic decisions with a new interface, integration with Power BI, performance improvements, and survey-tracking capabilities.

Let us explore what’s new and how these updates in SugarCRM enhance your survey and reporting experience.

Latest Features of Survey Rocket for SugarCRM

The latest feature update of Survey Rocket is done to improve certain aspects of reporting and survey management. Here’s what new:

1. Refreshed UI/UX for Better Reporting

Navigating reports is now easier than ever with a sleek new interface. The improved User Interface (UI) and User Experience (UX) make reporting:

• Find insights quickly without unnecessary clicks
• Reports load seamlessly with minimal lag
• A structured layout ensures effortless data analysis

Businesses used to deal with this clutter in dashboards and complex reporting structures. This update makes every interaction with Survey Rocket reports efficient and easy.

Why it matters?

• No more scrolling through disorganized reports
• Reduced time spent navigating data
• Smoother team collaboration as reports are more structured

For managers, executives, and decision-makers, this means they can extract insights faster and focus on business growth rather than report structuring.

2. Optimized for Large Database

Survey Rocket has been optimized to handle high volumes of data without performance issues. With the new update, you can:

• Process massive reports (~3 Lakh entries) effortlessly
• Generate insights faster, even with complex data
• Eliminate slow load times and performance lags

How does this help businesses?

• Retail and eCommerce: Faster customer feedback analysis to improve shopping experiences
• Healthcare and Insurance: Large-scale patient surveys processed without delays
• Enterprise Companies: Handle bulk employee satisfaction surveys seamlessly

Conclusively, this update maximizes efficiency and allows your team to make faster, data-driven decisions.

3. Power BI Integration

Survey Rocket now seamlessly integrates with Power BI, allowing users to:

• Create real-time, interactive dashboards
• Apply custom filters for advanced reporting
• Utilize AI-powered analytics for deeper insights

Businesses don’t just need data—they need actionable insights. With Power BI integration, you can:

• Visualize survey results in dynamic charts and graphs
• Track trends and patterns in customer feedback
• Make data-backed decisions with AI-driven predictions

The result? Smarter, more data-driven business strategies that help optimize operations and improve customer experiences!

4. Survey Send Failed Report

One of the biggest pains businesses face is survey response loss due to delivery failures. This latest update helps you:

• Track failed survey deliveries instantly
• Identify and fix issues before they impact data accuracy
• Ensure every customer response is accounted for

Why is this important?

A customer experience team conducting post-purchase surveys may not realize that some responses never reach customers due to email issues, incorrect contact details, or system errors. This leads to:

• Incomplete datasets
• Misleading insights
• Loss of valuable customer feedback

With this feature, businesses can track precisely where surveys failed and take corrective action immediately.

Why These Updates Matter for Businesses?

Every business that relies on surveys and reporting faces these common challenges:

1. Data Overload: Handling massive datasets can be overwhelming, leading to performance lags and inefficiencies. Survey Rocket optimizes processing speeds, ensuring that even large-scale reports generate quickly without disrupting workflows.

2. Lack of Actionable Insights: Basic reporting doesn’t promise the depth businesses need. Power BI integration allows visualization of trends, filtering out critical insights, with strategic decision-making driven by AI analytics.

3. Survey Response Issues: Lost survey responses create incomplete or misleading data. The new tracking feature lets businesses know when surveys are being missed, take action, and achieve comprehensive feedback.

With these new features, Survey Rocket enhances reporting efficiency, provides better analytics, and assures complete data collection. Businesses can, therefore, optimize operations while elevating customer engagement and executing decisions faster and smarter within SugarCRM!

How These Features Benefit SugarCRM Users?

These updates bring real, measurable improvements to businesses using Survey Rocket for SugarCRM.

• Faster Reporting: With improved performance optimizations, reports load significantly faster, eliminating delays in accessing insights. Businesses can now effortlessly generate high-volume reports, improving workflow efficiency and enabling teams to focus more on strategic decisions.
• Power BI Analytics: With Survey Rocket integrated with Power BI, businesses have real-time dashboards, AI analytics, and custom filters at their fingertips, hence giving them a better chance of getting deeper insights faster from the accurate, visual data to make more informed decisions.
• Better UI/UX: The new interface is modern, making navigating reports and managing surveys easy. The new layout, enhanced readability, and structured design make complex tasks easier, as users can find and understand information with minimal hassle.
• Survey Tracking: The new Survey Send Failed Report feature checks for failed deliveries. Each response is tracked so businesses can identify issues, rectify errors, and resend surveys to ensure accurate data collection, thus improving response rates.

Regardless of your industry—sales, customer service, or marketing—these updates provide a better and more efficient way of working with CRM data.

Conclusion

Sugarcrm Survey Rocket’s latest update transforms how businesses collect, analyze, and act on information. With fast reporting, enhanced analytics, an intuitive UI, and better survey tracking, users can work more efficiently and make better decisions.

These updates support businesses in saving time, obtaining deeper insights, and keeping accurate survey responses for a better CRM experience. Regardless if in sales, marketing, or a customer service role, this update equips you to use data as never before.

Try the new features today! Log in to Survey Rocket and experience seamless reporting.

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post Transform Your Survey Insights with Survey Rocket’s New Features appeared first on AppJetty .

New features introduced in the latest update include UI/UX improvements in survey reporting for added ease.

Now, you can create survey reports based on its data in Power BI to have a better understanding. Sugar 14 is also fully compatible with it for maximum compatibility and coexistence when used together.

We have finally fixed the issues with survey reporting when dealing with large submissions, meaning that managing big data is easier now because it is faster.

These features will be available to customers who have installed the Survey Rocket plugin for their Sugar CRMs.

All these features of the language are yet to be rolled out and in this blog, we will explore in details.

Latest Features of Survey Rocket Plugin

1. Revamped UI/UX For Survey Reporting

The new UI/UX enhancement to the Survey Rocket plugin will significantly facilitate survey reporting and take less time. This brings about a more friendly user interface for analyzing data, where each figure explains what it means.

The reports are sorted better than before, so searching for something specific is not demanding.

Tabular data should be presented in an open and searchable manner, and there should be ways to apply filters and interact with the data through selected graphs. This update also enhances the overall experience by reducing the steps required to create and personalize accounts and reports.

Thus, the overall design allows the user to concentrate on the results without being confused by numerous submenus.

2. Generate Survey Report from PowerBI

This feature entails generating survey reports within PowerBI using the Survey Rocket plugin. It makes working with survey data easier for anyone already using PowerBI and working in its interface.

One can easily visualize the responses, monitor the trends, and derive insights quickly. There is no longer a need to export or use other tools for reports.

This feature helps cut time during your working process and the general convenience of the working process. It is aimed at assisting in survey data analysis to improve efficiency.

3. Compatible with Sugar 14

Survey Rocket will soon be fully compatible with Sugar 14, allowing users to create, share, and manage their surveys more efficiently.

It enables users to develop surveys within Sugar 14 without effort and inconvenience. The integration will automatically update the survey and Sugar 14 records, eliminating the need for manual data entry. This is because distribution is more refined, allowing you to send surveys to leads, contacts as well as accounts from your Sugar instance.

The integration also guarantees immediacy, which means that any responses are updated live in your system. This new feature will be helpful and could make the entire survey process within Sugar 14.

4. Improved Survey Reporting For Large Submissions

Survey Rocket has recently developed a feature to enhance the performance of large surveys to be submitted. This update will ensure that the reporting and analysis of large volumes of data will be done faster.

Now, users can produce reports without standing for a long processing time. It will be able to process big data seamlessly to facilitate efficiency in terms of speed regarding its insights and solutions.

It is useful for businesses with many people to survey at once, such as a large company. This will allow for quicker and more effective decision-making since the data processing will be much more efficient.

Conclusion

In conclusion, the new features of the SugarCRM Survey module proposed by AppJetty expand its capabilities and usability for all participants using Sugar CRM.

All of these enhancements are designed with your use in mind: From creating advanced reports to managing your surveys.

Whether you are concerned with sorting through better analytic results or administering your survey in a less complicated manner, these have been provided for.

These features will be available to all our customers who have installed the Survey Rocket plugin in their Sugar CRMs.

However, if you experience any problems using the plugin with these updates, please contact our professional support workers.

If you want to make your survey process easier, the Survey Rocket Plugin is the best choice. It provides a convenient and uncomplicated means of using surveys to manage your CRM.

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post Breaking Down the New Features of Survey Rocket appeared first on AppJetty .

Customer feedback is an important aspect of business, especially as it reveals customers’ experiences and levels of satisfaction.

A study conducted by Microsoft showed that 77% of customers perceive brands they proactively look into consumer opinions in a better light.

The Survey Rocket plugin works perfectly with SugarCRM and SuiteCRM and is, therefore, a great tool for assessing consumer feedback.

It enables business organizations to pose crucial questions and get answers in graphic form, thus helping organizations make fast decisions.

Some of the additional features included in Survey Rocket include enhanced survey automation, net promoter score, and survey templates.

This blog will discuss how businesses can use Survey Rocket to improve their CRM surveys and attain a greater customer focus.

Through this plugin, the companies can guarantee that they are on the right track with regard to the customers’ outlook.

What is Survey Rocket?

Survey Rocket is a survey plugin that is compatible with SugarCRM and SuiteCRM, and it can be used to integrate your business with customers.

This plugin enables you to ask all the relevant questions and comes with a graphical display of the answers, making it easy to make decisions.

It has features like automated surveys and tracking of net promoter scores and also provides many types of survey templates.

Survey Rocket is fully compatible with SugarCRM and SuiteCRM which means that all surveys data will be synchronized with your CRM system. This integration enables efficient of survey responses into the customer database that you already possess.

Further, it aids in follow-ups for responses provided to the surveys for better engagement of the customers.

In short, Survey Rocket is a versatile tool that integrates all the important features of a survey tool into one platform.

Benefits of Using Survey Rocket for Businesses

1. Improved Customer Insights and Feedback Management

Survey Rocket facilitates customer feedback and insights collection for businesses while ensuring compatibility with SugarCRM and SuiteCRM.

For instance, it helps firms build and launch intricate questionnaires that contain all the questions needed to get a clearer picture of customers’ requirements.

The plugin results in graphical feedback and can be easily viewed, which saves time in analyzing feedback and makes decision-making more efficient.

Through this kind of organization, it becomes easier for businesses to get closer to the customers by attending to their concerns and preferences.

In other words, Survey Rocket improves the performance of collecting and responding to important customer insights effectively.

2. Enhanced Decision-Making Capabilities

The Survey Rocket plugin improves business decision-making in companies by giving all the information from the customers.

Featuring rich functionalities and a simple user interface, it allows businesses to easily design and disseminate surveys and collect useful information on customer tastes and sentiments.

For analyzing the data, there are various features of the plugin that are very useful for understanding the pattern and required modifications. This leads to more informed decisions with overall business strategy and hence higher levels of customer satisfaction.

Finally, it will enable businesses to respond more adeptly to customer requirements and market fluctuations through Survey Rocket.

3. Increased Customer Satisfaction and Loyalty

Using the Survey Rocket plugin for your business can increase customer satisfaction and make them loyal.

This tool lets you get essential feedback directly from your clients and see their requirements.

When you respond to their complaints and make changes according to their recommendations, you are telling the customers that you appreciate them.

It makes the customers feel valued, which in turn makes them happier. In conclusion, satisfied customers will likely continue patronizing your business because of the good experience.

4. Streamlined survey processes and time savings

The Survey Rocket plugin facilitates survey processes to help businesses save time. It replaces the manual processes of generating, disseminating, and analyzing surveys.

It also makes the work of different teams more effective by freeing their time to work on other important aspects, thus increasing efficiency.

Thus, providing quicker insights can enable businesses to make their decisions much faster to respond to customers’ concerns.

Lastly, Survey Rocket assists in better organization and increased productivity, which qualifies it as a useful tool for any enterprise.

Key Features of Survey Rocket

1. Data Piping

The Data Piping feature of Survey Rocket can be used to keep the customer data of businesses up to date in a very convenient way.

One of the functions of this tool is to extract and automatically populate several fields of data from the CRM.

Users are allowed to change their own details, meaning that the information collected will always be up to date.

Surveys can easily collect any new or updated information that can be returned to the CRM database. This integration assists in keeping work consistent and guarantees that your CRM accommodates the most up-to-date data.

Data Piping allows businesses to improve the quality of their data and optimize customer management.

2. Skip Logic

Skip logic feature in Survey Rocket enables you to design intelligent surveys that change based on the responses they get from users.

This means that your survey will direct the respondents through different pathways based on their answers, making the process more interesting and relevant to the end user.

Thus, by using skip logic, your questions become more directed and leave minimal room for errors in the collected data.

A personalized strategy allows you to get closer to your customers and their wants and needs. However, it can also reduce the respondent’s engagement level and interest, which can lead to fewer survey completions.

In short, skip logic enhances the flow of your surveys, as well as the quality of information you receive from your customers.

3. Net Promoter Score

Using the Survey Rocket plugin, it is possible to evaluate your customer base using the Net Promoter Score.

When you issue a net promoter survey, you can easily determine the customers who are detractors, passives, and promoters.

Unhappy customers who might influence others against using your services are the detractors; indifferent ones are the passives; and enthusiasts who can promote your business by recommending it to others are the promoters.

With this insight, Survey Rocket assists in developing a specific plan to convert the detractors and the passives into the promoters.

The plugin offers insights and strategies to enhance customer experience and retention.

In this way, it will be possible to increase the number of customers who become advocates for your business and achieve greater success.

4. Survey Templates

Survey Rocket also provides features such as pre-built templates, which ensure that the creation of surveys is as fast as possible.

You will not have to spend time figuring out which questions to ask your audience.

These templates are aimed to assist you in creating surveys and sending them to your target audience in minutes.

Using the SugarCRM survey module, you can begin collecting this information at once. It helps to guarantee that you invest your time in analyzing the responses and seeing how your business can be enhanced.

It is high time you incorporate well-developed surveys in your daily practice with the help of Survey Rocket and maximize your opportunities.

5. Automated Surveys

In simple terms, the Survey Rocket plugin for SugarCRM can create a comprehensive survey process flow for businesses.

Many aspects of the survey can be automated by specifying conditions and defining actions within a survey module.

Such automation is useful in ensuring that quality data is gathered correctly. For instance, you can ask respondents additional questions based on the answers they provided in the survey.

The plugin also facilitates automatic alerts and data channeling to relevant groups. This helps to simplify the whole process and makes it easy to get useful information from the surveys conducted.

Conclusion

At last, Survey Rocket boasts of the following main benefits and features, which make it suitable to help businesses improve their management of CRM surveys.

Survey Rocket is easily integrated into SugarCRM and SuiteCRM and provides users with a way to create, distribute, and analyze surveys to gain critical customer data.

With the help of this powerful tool, companies will be able to serve their customers with increased effectiveness.

Easy to use and full of great features, Survey Rocket is an excellent tool to implement in any company focusing on customer satisfaction.

To ensure that businesses get the above benefits, they are advised to use Survey Rocket Plugin. Contact us today to improve your customer relation management with Survey Rocket.

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post Why Businesses Rely on Survey Rocket Plugin for Comprehensive CRM Surveys? appeared first on AppJetty .

However, manual survey processes can be time-consuming, prone to errors, and hinder the ability to gather valuable insights. This is where survey automation plays a vital role.

In this blog post, we will explore the importance of survey automation for customer-centric businesses and how SugarCRM Survey Rocket can streamline the survey process and improve response rates.

Gathering Actionable Insights

Customer feedback is a goldmine of information that can drive strategic decision-making. Survey automation enables businesses to collect feedback efficiently and in a structured manner.

By automating the survey process, companies can create targeted surveys, set predefined conditions, and trigger surveys based on customer interactions.

This approach ensures that the right surveys reach the right customers at the right time, increasing the chances of obtaining valuable insights.

Streamlining the Survey Process

Manual survey processes can be resource-intensive and prone to errors. With SugarCRM Survey Rocket’s automation features, businesses can streamline the entire survey process.

From survey creation to distribution and data collection, the module automates repetitive tasks, saving time and effort for employees.

Moreover, survey templates, pre-built questionnaires, and customizable themes make it easy to design engaging surveys that reflect the brand identity.

Improved Response Rates

One of the challenges in traditional surveys is low response rates. Survey automation can significantly enhance response rates by optimizing the survey experience for respondents. With features like skip logic, where the survey path varies based on the respondent’s answers, surveys become more relevant and engaging.

Automated reminders can be sent to customers who haven’t completed the survey, encouraging them to provide their feedback.

Data Piping for Enhanced Personalization

Personalization is key to building strong customer relationships. Survey Rocket’s data piping feature allows businesses to fetch and pre-fill various data fields from CRM systems.

This enables companies to create personalized surveys tailored to each respondent’s information. It will help businesses demonstrate that they understand their customer’s unique needs and preferences.

Advanced Statistical Reports for Informed Decision-Making

Collecting survey responses is only the first step. Analyzing the data and deriving actionable insights is equally important. Our Survey Rocket provides comprehensive and visually appealing statistical reports that offer a deep understanding of the survey results.

The reports include charts, graphs, and detailed data analysis, allowing businesses to make data-driven decisions swiftly. Key metrics such as variance, average, and trend reports provide a holistic view of customer sentiments and preferences.

Conclusion

Survey automation aims to gather valuable feedback and make data-driven decisions for customer-centric businesses. By automating the survey process, companies can streamline operations, improve response rates, and obtain actionable insights to enhance their offerings. Survey Rocket offers a range of features such as data piping, skip logic, shareable surveys, and advanced statistical reports that empower businesses to conduct effective surveys and achieve their customer-centric goals. Embracing survey automation with Survey Rocket ensures that businesses can truly understand their customers and meet their evolving needs in today’s dynamic market. To have a hands-on experience, start your free trial now!

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post Why Survey Automation is Essential for Customer-Centric Businesses appeared first on AppJetty .

The number of emails sent and received across the globe is forecast to reach 361.6 bn by 2024.

It indicates that emails are an important means of communication. When it comes to businesses, they are even more valuable.

Among all types of emails for commercial or business purposes, survey emails are crucial. They are more personal and engaging and help collect high-quality responses and leads. However, crafting an email survey may not be an easy task – even for marketing veterans at times. Email survey templates can be of great help in situations where you are not sure of what or what not to include.

This post is going to walk you through all you need to learn about email survey templates.

What are Email Survey Templates?

Before understanding email survey templates, you should first understand the meaning of an email template. An email template is basically a reusable HTML file that you can use to create email campaigns.

Similarly, email survey templates are pre-built customizable files that have ready-to-use survey questionnaires. They let you add items like images or links to an email. You can also personalize the email design with CSS they provide to reflect your brand theme in a better way.

The best part is that these email survey templates are reusable and fully customizable. You can use them across multiple marketing campaigns and customize them as per your requirements.

You can pick the email survey templates that fit your purpose and launch your email survey campaigns. This helps you save the hassle of having to think of questions every time to include in your email surveys.

Benefits of Email Survey Templates

• Save Time

  Deciding on the content and design of every email can be tedious and time-consuming. In complex campaigns where you need to contact multiple sources, it can become overwhelming. If you have pre-built ready-to-use email survey templates, you can reuse them in your email survey campaigns.

  Templates help in two ways. First, they save you the time to create emails from scratch. Second, they help you spare more time to focus on the actual content (questions) than just design. You can also add or remove some questions of your email survey template to make it fit for the next drip email campaign.

• Help Maintain Branding Consistency

  Consistency is a must in your branding. It not only helps enhance the overall experience of recipients but also engages them more for participation. Email survey templates enable you to maintain consistency in your branding throughout.

  You can customize colors, logo, and design your survey emails to appeal to recipients and attract more responses. Using survey templates also helps avoid code errors that can result in broken survey links and poor customer experience.

• Help Personalize Experience

  Reusable email survey templates can help personalize customers’ experience. You can personalize your survey emails by addressing your subscriber by their first name. You can also personalize surveys based on your customers’ locations and preferences and drive high response rates and completion rates.

  You can easily add or remove one or more survey questions in email survey templates based on your customers. This way, you can get a perfect email survey in no time for every type of customer.

• Increase Efficiency

  With email survey templates, you can create email campaigns faster and better. You no longer need to create the code from scratch for every new email campaign. You can thus add and copy images or links faster, change the questions you want, and get your emails ready for the next campaign. To ensure that email campaigns and your message reach the right audience, you can set up DMARC and ensure that your domain is secure from attacks.

  This way, the overall efficiency of your email survey camping goes higher.

It is easy to explore how Survey Rocket works best for your use-cases with a little hands-on experience. We recommend you start with a trial today.

What Should You Include in Email Survey Templates?

• Email Subject – Attractive and Action-Driven

  Ensure that the subject line is attractive and attention-grabbing. It should be relevant, comprehensive, and concise. The subject line should be able to drive recipients’ curiosity and encourage them to open the email.

• To-the-Point and Engaging Content

  Your email content should be straightforward and engaging. Don’t beat around the bush and keep your content crisp and relevant to the purpose. Let your respondents know about the survey in a creative manner.

  Also tell them how you will use the information they provide through surveys. For instance, in customer satisfaction survey templates, you can say, “Your feedback will help us improve our product(s)/service(s).

  When you empower customers to think that their responses can bring a change, they are more likely to participate in surveys.

• Time to Take the Survey

  Respect your respondents’ time. Include the time it would take them to fill the survey in your customer satisfaction survey templates or other survey templates. It would give them a better idea of the length of the survey and help plan the time to take the survey accordingly.

• Visually Appealing Email Surveys

  Create aesthetically appealing email surveys to grab your respondents’ attention and motivate them to fill the survey. Use an elegant design and include a simple yet elegant button that contains the survey link.

• Unsubscribe Button

  If you think using an “Unsubscribe” button may backfire, you should think again. Providing the option to unsubscribe helps convey that you respect subscribers and their preferences. Respondents love that and don’t feel “forced”.

• Thank Respondents

  In the end, don’t forget to thank your respondents for their time and efforts they give to complete the survey.

Types of Email Survey Templates

There are a number of email survey templates available depending on the types of surveys and industries.

Here are a few common survey templates you can use.

• Product Market Research Template

  This template helps create a survey to know customers’ current preferences before a new product launch. It helps customize your product to make it the ideal fit for your customers.

• Customer Satisfaction Survey Templates

  Using this template, you can create customer satisfaction surveys to know their viewpoints better and improve your products/services according to their feedback.

• Healthcare-Stress Survey Template

  This template can help create a survey to learn about the patients’ basic health issues and decide on the treatments accordingly.

• Patient Feedback Survey

  This template helps you evaluate your medical services through patients’ feedback. You can learn what is good and what needs to improve in your system easily.

• Sales-Product Testing Survey Template

  This template helps get insights into your products and services and know the scope of improvements. You can also rethink marketing strategies for better sales.

• Event Feedback Template

  With this survey template, you can collect the experience of attendees of an event. You can measure attendee satisfaction levels and improve your future events.

• Business-Onboarding Survey Template

  This template helps enhance your onboarding new clients’ onboarding experience. You can find out if the project fulfills their requirements or not.

• Post-Purchase Survey

  This template helps find out how customers find your product after purchase. You can send this survey after a fortnight or month to engage them and collect feedback.

How Can AppJetty Help

We, at AppJetty can help you create the best email survey campaigns for your organization. Our Survey Rocket is a next-gen survey module that provides industry-standard email survey templates to suit different industries. You can further customize them and add or remove questions to fit your purpose and goal.

It also has got data piping, skip logic, survey automation, survey rocket, and several other cutting-edge features that make it an ideal fit for a survey module.

We highly recommend that you opt for a trial and find out more. It should only take about another 5 mins while you sip that cup of coffee.

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post A Guide to Email Survey Templates: Basics, Benefits, and Types appeared first on AppJetty .

Data is the new oil. No matter how big or small your brand is, intensive market research to collect data is crucial. All the leading brands are already well into collecting data to drive their business actions and decisions.

Take Starbucks, for example, in 2008, Starbucks felt the need to go beyond traditional surveys and suggestion boxes to collect customers’ inputs. Thus, they came up with My Starbucks Idea to collect customers’ views on what they want the brand to be like. Since then, Starubucks has been tracking all the inputs and ideas and using them effectively to hit the right chord with the customers.

Out of a number of modern ways to collect data, a survey is a “traditional” method that still stands its ground. There are survey plugins like a SuiteCRM/SugarCRM survey plugin or others that have simplified survey creation and data collection for businesses.

There is one more thing to consider here. Your unique ideas of data collection may work wonders but raw data isn’t enough by itself. Unless you understand the data, analyze it, and use it effectively; it is of no avail.

If you talk of survey data, how accurately you analyze the data matters. This is where survey reporting comes into the picture. Be it a SugarCRM survey, SuiteCRM survey, survey for Salesforce CRM, or any other; survey reports help visualize data better to enhance decision-making.

Here is a list of benefits survey reporting can provide:

– Helps understand customers better

– Helps market research before a launch

– Helps reinforce branding with content

– Helps gauge customer satisfaction

Thus, survey reports get you full visibility of your customers’ expectations and the gaps you should fill to be their first choice.

Helps Understand Your Customers Better

When creating the buyer’s persona, you may need to know the current demands and expectations of your target audience. Without a Buyer’s Persona, you may fail to gather small details like your target audience’s daily habits, pain points, lifestyle choices, beliefs, and decision-making criteria.

If you are able to collect all this info via surveys and compile a detailed report on it; it can help create a big difference to your brand. With demographic data of your target audience at your disposal via accurate survey reports, you can use it for various business aspects.

You can improve your current product(s)/service(s), enhance your content, tweak your sales funnel, etc. This way, you can use survey reports to upgrade your overall business processes and increase profitability.

Helps Enhance Pre-Launch Market Research

To picture anyone asking for a 3G sim in the era of 5G technology is not going to help. Also, Today the concept of E-sim is becoming so popular that you can not go for old technology. Similarly, every product you develop should meet your target audience’s current needs and expectations. And without stepping into your customers’ shoes, you won’t understand what exactly your customers want.

If you launch anything without getting insights into current trends and demands; it is sure to fall flat. So, it is better to test the waters before you launch something new. By gathering survey reports and analyzing them thoroughly, you can sync your upcoming product with customers’ expectations and make it an ideal fit.

Helps Reinforce Branding via Content

An exhaustive survey results report with data about your target audience’s preferences, perceptions, traits, etc. is like the goose that lays golden eggs. Survey reporting is thus indispensable for marketing purposes.

Through collected survey data, understanding the possible hurdles in the market and customers’ perception about your industry, becomes easy. You can use this data to create content that can be more targeted by refining the language and tapping into your target audience’s priorities.

Further, you can use this data to optimize your landing pages for lead conversion. You can also enhance the content of your product FAQ pages and run targeted email campaigns to drive more engagement and conversions.

Helps Gauge Customer Satisfaction

Survey reports also give you an idea of how satisfied your customers are. Despite being a very common use of surveys, it is one of the most important as well.

Survey reports like status reports, question-wise reports, cross-tab reports, etc. can give insights into customers’ current likings.

For instance, if you send two customer surveys in a month; you can compare their responses. This comparison will help you understand whether your response rate has gone up or down. Also, it may help understand whether the customers are happier than before or not. Accordingly, you can collect insights into technical faults, checkout issues, support issues, etc. and make your products and services better.

Once you are on top of customers’ satisfaction levels, it will automatically bring you more customers and sales.

Over to You

Understanding your customers better is the key to success. A simple SugarCRM survey with a few on-point questions can give you valuable data. All you need is to collect that data and analyze it through proper survey reports. There are various SugarCRM survey plugins that you can use to generate surveys and detailed reports.

Our SurveyRocket is a perfect fit for all the SugarCRM users looking for a next-gen survey plugin. Besides featuring survey reporting, it has got a number of advanced features including skip logic, data piping, NPS score, survey templates, and more.

On top of that, our company prides itself on experience of over 14 years in a variety of tech integrations for CRM, Shopify, Magento, and other leading technologies. So, you can stay assured of your success with our SugarCRM survey plugin. To know how it works, you can avail of a free-trial period we provide.

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post How Survey Reporting Can Accelerate Your Organization Growth appeared first on AppJetty .

Doing deep market research is a must. It gives you insight into latest or future trends, things your customers expect, where your products stand in the market, what new features you can introduce in your products, and more.

There are multiple ways companies carry out research using different automated survey software. Amongst which, two of them are more preferred i.e. agile research and concept testing. These two methodologies have served many companies in the right way and helped them understand what their customers require. The better clarity during the research stage helps them to make the product better.

What is agile research?

Agile market research is the way agile software is developed. Following are the four things followed in it:

– Think

– Develop sprints

– Experiment

– Interaction

This can help companies test different ideas, products, or campaigns, before they launch it and know their customers’ requirements. They can make changes on the basis of their customers’ needs.

This helps businesses save some money as they won’t have to invest large sums of money in year based heavy research. Companies that use agile research methods are more likely to deliver fast, focused projects, and new updates will be on time.

Apart from this, agile research is more data centric which makes companies more customers centric. They are more data driven, information rich, and provide in-depth insights.

What is concept testing?

It is a process in which you define the concept of the products and how your users will interact with it. With this data, you can tweak your products and get an upper hand at going ahead with it.

You can use concept testing for any products, ads, logo, packaging, etc. It gives you a deeper insight and helps you to make decisions and track the success over time.

Let’s see major benefits of using agile research and concept testing:

Automation:

Usually creating surveys takes at least two to three hours as questions need to be well researched and framed in a way that you get detailed answers from customers. Most of the time it becomes complicated to carry out concept testing. This is when you can use automated survey software.

Survey designing:

You can create a custom theme on the basis of your brand’s reputation, customize Welcome and Thank You pages, create dynamic survey backgrounds, templates, etc. There are also some pre-built questionnaires which are ready to use.

Analytics & Reporting:

The Survey Rocket dashboard provides you with five different types of reports to measure the success. You get details like response rate, survey status, send status, etc. Various reports like trend reports, detailed statistical data, etc. are available. Each of them will provide you with in depth details about your data.

Survey Sharing:

Using Survey Rocket you can easily share surveys via WhatsApp, SMS, create email links, and share with a wide audience. Automated email reminders are sent to your customers if they forget to fill the survey, add open shareable emails to surveys, and more.

Built-in market research:

On the basis of this data you can do some tweaks in your products and serve better. Go one step further and use a net promoter survey to know exactly how your customers are feeling about your products/services. This will be very helpful to know who are likely to be your promoters and who are not. Additionally, you can even ask for suggestions from users and know their needs or demands from your product.

Custom surveys:

Customizing surveys can work as a boon in many scenarios. You can add images, pie charts, and use colors according to your brands’ reputation. Add, delete, or edit questions you want, decide which questions your customers can see and hide others if needed. All such things will provide control over the way you create surveys, share them around, and use the feedback in a constructive way.

Skip Logic:

With the help of survey skip logic make your survey short, crisp, and engaging. They are also known as branching logic or conditional survey logic. Depending on the answers they provide you can take them further. You can easily define the rule of survey and create custom skip logic. Major benefit of using skip logic is better customer experience, increased response rate, and accurate analysis.

Conclusion:

Surveys play a major role in shaping the company and understanding your customers desires and requirements. This is when surveys are conducted using different methods. With the help of a survey rocket take your surveys to a new level. Make the best out of surveys, increase your customers’ interaction and provide better customer feedback.

About Us:

At AppJetty we have tried to solve major problems of businesses using our products. Survey Rocket aims to help you do something necessary in a truly efficient way. It makes conducting surveys less of a task and more of a tool to get the feedback you need.

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post Agile Market Research + Concept Testing: The Benefits appeared first on AppJetty .

Upselling and cross-selling are two of the most useful sales strategies. The best part about it is that your customer has already made a purchase from you. All you have to do is show them how their purchase has more value if they buy a new item that is related.

While it is easier said than done, certain products make for great upsells, like covers and cases for gadgets, handbags, and shoes for clothes, etc. Sometimes these items are quite dependent on the original item.

This method of selling piggybacks on sales already made. This also means that it is often the second time a customer is making a purchase from your store, so they can skip the initial steps like creating an account or typing their address. This makes for a much smoother checkout process with fewer chances of cart abandonment.

If you are selling an item like a storage card for a camera, then it is a product that makes their original purchase more useful, and so automatically becomes an item you will successfully upsell.

You can cross-sell or upsell after purchases or even after surveys you send and that’s how you increase sales with the survey. In order to do that, you will have to configure it in your surveys. Here’s how to go about it:

After configuring and inserting the details in the survey detail page, welcome page, and survey question page, you can add a Thank you page at the end of the survey.

You can customize the Thank you page as per your requirements using the inbuilt Tiny MCE Editor.

You can add the custom source code to design the Thank you page and insert the custom links.
Once your customers place the order or fill the survey, you can navigate them again on your shopping site by offering some other products related to the placed orders from the Thank you page.

You can insert the links to other products on this page. This way the customer will see other relevant products. This way you can increase sales of items that can pair well with the item they have already purchased.

With an online store, there is no one way to sell. There are multiple options and ways to get your products in the hands of the customers. And it is all about placing them in the right place at the right time. The ‘Thank You’ page after checkout or after a product survey are only some of those places. They also happen to be some of the influential ones since the customer is already thinking about their purchase.

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post Strategy for Retention/Upselling/Cross-Selling using Survey Rocket appeared first on AppJetty .

“Your most unhappy customers are your greatest source of learning – Bill Gates.”

This is one of the unspoken truths for any business. Knowing what your customers want, their understanding of products, and feedback are essential.

And to know your happy and unhappy customers is crucial. However, the question is; how to know them, bifurcate, understand their feedback, and try to get insights from it?

This is when taking product/service surveys come in. But, the job is not to only take surveys but understand and rework on your product based on it. And to carry out effective surveys, there are various CRM survey tools like Survey Rocket.

One of the plethora of tasks for your employees is the endless scrolling in the spreadsheet to understand feedback and get the needed information out of it.

Here, we will see the three major things you can do using SugarCRM survey module for your customer experience survey. And understand your happy and unhappy customers.

Categorizing the survey feedback:

You might be providing multiple services or products to your customers, and this brings lots of surveys your way. So, categorizing and dividing them makes the work easy for your team members.

Are you thinking: How to categorize them?

Here it is:

You can use the following three techniques to do so:

Programming:Using different coding strategies and defining algorithms, you can filter qualitative content out of quantitative. You define it based on price, service, products, quality, etc. Alternatively, you may also define it based on positive, negative, or neutral values. More simplistically, use the numbering scale and represent them on a scale of 1 to 10.

AI: It is magic! Leverage the power of artificial intelligence and interpret whether the feedback is positive, negative, or neutral. You can also make tweaks in the AI algorithm based on different languages and contexts.

Sentiment AI: This is a new and emerging field. You can use it to read the feedback of customers, tag the phrases, define positive or negative feedback, and more. It will provide you with quantitative data and will help you define and know your customers’ feedback.

You can use any of the three ways to categorize your data or a combination of any two. The method you use solely depends on your company.
Once you are done deciding the method and categorizing your customers’ feedback, you can analyze it in detail.

Now, analyzing data becomes easier for your team members. It will provide them with in-depth knowledge about your customers’ point of view of your product.

Analyzing Feedback:

Get the segregated data in a spreadsheet or other visual format. Using it, your team can start the analysis. With analysis, you understand:

Once you get the data and perceive your customer expectations, reasons behind using or not using your product, etc., you can make changes. Additionally, based on this data, you can also define your marketing campaigns, define product strategies, and more. All of these together will help you provide your customers with a better experience.

Know the root causes:

After analyzing your data, you can go much deeper into facts and know what issues your customers are facing. It will help you get more clarity on ways you can improve your customer experience.

For example: if your customers are complaining about particular features or they don’t have any idea about ways to use your product. Then you can straightway contact them and help them via calls, video calls, etc.
This will show that you care for your customers and are on your toes to provide better service.
Check out this Twitter thread:

Hey @WebCreators can we expect integration with @Medium plugin if any?

Also, if I'm using @teammakestories for creating a web stories, can you allow to add images, gifs, or videos from my computer?

— Thaker Hiral #WomenInTech #Blogger #DevFestIndia (@hiralthaker12) October 7, 2020

I got an immediate response, and we had a call about using their tool appropriately. This shows that they understand their customers’ issues and are available to solve them. This whole thing leaves a lasting impression of the company on me, and I am very likely to be their customer in the future.

Surveys and customer feedback are vital. You can use it to its full potential and know how your products are doing. It will even help you in decision making when and where needed.

Creating the right products to make your customers’ life easy and serve them better is the aim of any business. And various CRM survey software helps to complete this task easily. There are various tools available in the market, which makes your task easy to carry out surveys.

But, have you ever thought about using a survey that integrates with your CRM easily?

Oh yes! You heard it right. Our SugarCRM Survey Rocket integrates with your CRM and helps you make your business more customer-centric. It will help you create interactive surveys using different survey templates, automation features, net promoter scores and more.

Using all the above mentioned tools you can create detailed, creative, impactful surveys for your customers. This type of detailed surveys help to understand your customers’ feedback better, their expectations from your product, and your team can improve your product with this insight.

Get different types of survey templates, survey automation features, net promoter scores, and more. The only and perfect solution for your business.

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post How to Get the Best out of Customer Experience Feedback appeared first on AppJetty .

Customer satisfaction is an essential thing for which businesses work day and night to achieve. Understanding your customers, solving their problems, fulfilling their expectations all put together lead to satisfied customers. Let’s say you are doing everything to satisfy your customers, understand their needs, but how to figure out the current satisfaction rate of your customers? How are you going to evaluate if sales and marketing strategies or product strategies are working or not?

This is when customer satisfaction surveys come in.

What is a Customer Satisfaction Survey?

Customer satisfaction survey is a set of questions businesses design to understand their customers’ needs from their products and services and if they are getting fulfilled or not. These surveys also help businesses to grow, strategize, and provide better customer experiences.

There are various types of customer satisfaction surveys and each of them has a different purpose and value to add to your strategies.

Types of Customer Satisfaction Surveys

→ CSAT
→ Net Promoter Survey
→ Customer Effort Survey
→ Milestone Survey

Let’s see understand each of them in brief:

→ CSAT

CSAT (Customer Satisfaction) is useful to measure the key performance indicators of your products. They are usually made up of easy yes & no answers or ratings. Based on the feedback, evaluate the amount of attention you need to give to particular products or services.

Formula to calculate CSAT:
(Number of satisfied customers / Number of survey responses) x 100 = % of satisfied customers

→ Net Promoter Survey

Net Promoter Survey shows how likely your customers are to recommend your company’s products to their colleagues, friends, and family. This survey usually contains a question with a scale between 0 to 10. These ratings help you understand where your products stand in the market. Additionally, it helps categorize your audience into detractors, passives, and promoters — and accordingly, you can segment and target your customers.

How to Calculate NPS:
NPS = % Promoters (rating more than 6) – % Detractors (rating equal to or lower than 6)

→ Customer Effort Survey

Customer Effort Surveys are useful to know how much effort your customers have to make to solve issues within your products. This survey includes questions like: how easy was it to solve your problem? With options like satisfied, very satisfied, difficult, very difficult, etc. They are sent once the support ticket is closed after solving an issue.

→ Milestone Surveys

They are useful to know your customers better. Milestone surveys are carried out after a certain time period like once they sign up for your services, upon the end of the trial, or once the onboarding finishes basically after a milestone. These help you understand the effectiveness of your milestones and your customers’ interaction with your company which then empowers you with insights that can help you grow drastically.

Types of Questions to include in Customer Satisfaction Surveys

They are six types of questions you can include in these types of surveys. Let’s discuss each of them:

→ Multiple choice questions

Multiple choice questions have a limited and predefined number of answers and the respondents need to select from the available options only. It becomes easy to get a response from your users as it takes fewer efforts to answer them. Multiple choice questions include questions like rating, binary scale, or nominal questions.

→ Binary scale questions

Binary scale questions provide two possible answers either yes or no or thumbs up or thumbs down. It can be used to ask some of the common questions like:
Did customer support help you find the solution you were looking for today? (yes/no)

→ Rating Scale questions

Rating scale questions provide a range of options for respondents to select. Your customers can rate your support staff or your products using the scale They are likely to come under the NPS survey type.

→ Nominal questions

Nominal questions usually have categorized answers. The categories don’t overlap and you also can’t apply a numerical value to them.

Example: Which of the following describe you?
→ Male
→ Female
→ Prefer not to answer

→ Likert scale questions

The likert questionnaires have five pointer or seven pointer scales and are useful to evaluate how customers feel about your business, services, products or anything. The least number i.e. 1 represents extreme view and highest number represents the opposite extreme view. Whereas, the middle number represents a moderate view.

Example:

To what extent do you agree with the following statement?
[Product name]’s onboarding process was simple, straightforward, and painless.

1 – Strongly disagree
2 – Somewhat disagree
3 – Neither agree nor disagree
4 – Somewhat agree
5 – Strongly agree

→ Semantic differential questions

They are similar to likert scale questions but are descriptive compared to likert.

They are:

How helpful do you find our video tutorials?

1 – Not helpful at all
2 – Barely helpful
3 – Neither helpful nor unhelpful
4 – Somewhat helpful
5 – Very helpful

In the name of the surveys,

Having happy customers is the true measure of success for any business. And to understand their experience with you, it’s important to engage with your customers, understand them, and keep improving and surveys play a major role.

Ready to take satisfaction to the next level?

Create and send robust customer satisfaction surveys in a few steps using Survey Rocket. A Sugar and Suite CRM extension with exclusive features like data piping, NPS, survey analytics and more.

If you are using Sugar or Suite CRM, you can start your free trial today!

All product and company names are trademarks, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The post Your Complete Guide to Customer Satisfaction Surveys appeared first on AppJetty .