{"id":2997,"date":"2020-03-09T14:55:14","date_gmt":"2020-03-09T09:25:14","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2997"},"modified":"2024-12-13T14:30:19","modified_gmt":"2024-12-13T09:00:19","slug":"improving-conversion-rates-with-pre-sale-surveys","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/","title":{"rendered":"Improving Conversion Rates with Pre-sale Surveys"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#The_basic_understanding\" >The basic understanding<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Reduce_time_spent_on_unimportant_leads\" >Reduce time spent on unimportant leads<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Shorten_your_sales_cycle\" >Shorten your sales cycle<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Boost_your_conversion_rate\" >Boost your conversion rate<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Increase_your_deal_size\" >Increase your deal size<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Effective_Practices_to_Craft_Pre-Sale_Survey\" >Effective Practices to Craft Pre-Sale Survey<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Ways_to_use_Pre-sale_survey\" >Ways to use Pre-sale survey<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Gather_Their_Challenges_Before_Demo\" >Gather Their Challenges Before Demo<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Feedback_your_Demo_Sessions_as_Well\" >Feedback your Demo Sessions as Well<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Include_questions_on_your_website\" >Include questions on your website<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/#Create_your_Pre-Sale_survey_here\" >Create your Pre-Sale survey here<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Pre-sales.<\/p>\n<p>It is safe to call it a combination of optimistic and pessimistic approaches.<\/p>\n<p>After all, you put time and effort into a new lead to discover if they could ever become your customers. No matter if it is a referral or a cold-calling lead, investing time into it and then realizing that it may not work out for your business can be daunting sometimes.<\/p>\n<p>While most of us know this bitter truth, we always look for a smart way to reduce the time that we spend on any particular lead and still get the results.<\/p>\n<p>How about collecting qualifying data and context before starting the discussion?<\/p>\n<p><a href=\"https:\/\/www.appjetty.com\/sugarcrm-survey-rocket.htm\" target=\"_blank\" rel=\"noopener noreferrer\">Creating a pre-sale survey<\/a> can do that.<\/p>\n<p>When you send this survey to potential prospects before you actually talk to them, you can improve your performance.<\/p>\n<p>To know why read ahead!<\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_basic_understanding\"><\/span><b>The basic understanding<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A pre-sale survey includes questions on firmographics(a combination of demographics and geographics) that could reduce your time spent on leads that are not important. It shortens your sales cycle, and increase the conversion rate.<\/p>\n<p>They&#8230;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Reduce_time_spent_on_unimportant_leads\"><\/span><b>Reduce time spent on unimportant leads<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Let\u2019s admit that leads are like an illusion. The majority of them won\u2019t make it past stage one of your sales cycle. If it\u2019s your first contact with a customer, use a series of qualifying questions, it will refine the worth working leads for you. Including questions like, \u201cHow likely are you to purchase our product?\u201d will provide you clear information you need to prioritize which leads to pursue.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Shorten_your_sales_cycle\"><\/span><b>Shorten your sales cycle<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The hardest part of any sales process is being able to inform your audience about what you can offer that can resonate with them. When you know their needs from the very beginning, it becomes easier for you to close the lead as soon as possible.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Boost_your_conversion_rate\"><\/span><b>Boost your conversion rate<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Your clients are busy, so the longer you take to get to the point, the lesser your chance of retaining their attention and interest. Being able to begin with the right message means you maximize the number of opportunities while your customer moves to the next stage of your sales cycle.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Increase_your_deal_size\"><\/span><b>Increase your deal size<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>When you have a deeper understanding of their needs, it can bring opportunities for cross-selling and up-selling.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Effective_Practices_to_Craft_Pre-Sale_Survey\"><\/span><b>Effective Practices to Craft Pre-Sale Survey<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After knowing the significance of how this type of survey can work for your business, it is important to know what exactly you should ask in a pre-sale survey?<\/p>\n<p>You must include questions about:<\/p>\n<p>&#8211; The company size and focus<\/p>\n<p>&#8211; Contact\u2019s department, position, responsibilities, etc.<\/p>\n<p>&#8211; Questions around their current tools and setup<\/p>\n<p>&#8211; Confirmation of any pre-requirements<\/p>\n<p>&#8211; Discovery into your prospect\u2019s specific priorities<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Ways_to_use_Pre-sale_survey\"><\/span><b>Ways to use Pre-sale survey<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Asking leads for more information about their company, current challenges, and solutions that they\u2019ve used already can help you in identifying important points to stress during the meeting and concentrate on:<\/p>\n<p>&#8211; Delivering value<\/p>\n<p>&#8211; Kick-starting the sales process with the most relevant information<\/p>\n<p>&#8211; Idea generation process<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Gather_Their_Challenges_Before_Demo\"><\/span><b>Gather Their Challenges Before Demo<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Before the product demo, it is important to dig deeper into the buyer\u2019s problems and tweak your product demo according to their perspective.<\/p>\n<p>As your demo should be tailor to a lead\u2019s specific solution, sending a pre-demo survey asking them about the challenges will help you understand the way you should demonstrate your product.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Feedback_your_Demo_Sessions_as_Well\"><\/span><b>Feedback your Demo Sessions as Well<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A poor presentation would never convert any lead. Hence, whenever you feel that a prospect is interested in your product even partially, a pre-sale\/feedback survey right after the demo will help you evaluate the quality of the presentation you delivered.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Include_questions_on_your_website\"><\/span><b>Include questions on your website<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The other way of conducting pre-sale surveys is just by putting questions on your website. Here you will not have any worry about open rates, click rates, reply rates, etc. The interested prospects will fill out the form giving you a lead right away.<\/p>\n<p><b>As a result, <\/b>you can initiate the discussion directly with the important points and highlighting their pain points that your product or solution will be solving.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Create_your_Pre-Sale_survey_here\"><\/span><b>Create your Pre-Sale survey here<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To start surveying, you can start your survey with Survey Rocket. An exclusive survey tool for Sugar CRM and Suite CRM. With <a href=\"https:\/\/www.appjetty.com\/survey-templates\" target=\"_blank\" rel=\"noopener noreferrer\">pre-defined survey templates<\/a>, advanced features like skip logic, data piping, reports, you can easily refine important prospects and focus on the ones that actually matter.<\/p>\n<div class=\"buttons-row\"><a class=\"btn btn-primary\" href=\"https:\/\/www.appjetty.com\/sugarcrm-survey-rocket.htm\" target=\"_blank\" rel=\"noopener noreferrer\">Check out our product<\/a><\/div>\n<p><em>AppJetty has an all-inclusive and no investment partnership program for our tool, Survey Rocket. Affiliate with us through this program and expand your business. Interested? Learn more about the program from <a href=\"https:\/\/www.appjetty.com\/crm-partner-program\">here<\/a>.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Pre-sales. It is safe to call it a combination of optimistic and pessimistic approaches. After all, you put time and effort into a new lead to discover if they could ever become your customers. No matter if it is a referral or a cold-calling lead, investing time into it and then realizing that it may&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/improving-conversion-rates-with-pre-sale-surveys\/\">Continue reading <span class=\"screen-reader-text\">Improving Conversion Rates with Pre-sale Surveys<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":3002,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[64],"tags":[],"class_list":["post-2997","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sugarcrm-suitecrm","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Improving Conversion Rates with Pre-sale Surveys - AppJetty<\/title>\n<meta name=\"description\" content=\"Pre-sales. 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