Integrating Surveys & CRM

Collecting feedback effectively closes the loop of Customer Relationship Management (CRM). By surveying customers, you've bridged a critical gap in CRM by adding customer satisfaction to your list of CRM data points.

A better understanding of existing customer relationships allows for greater control of customer attraction, conversion, and retention as a whole. Integrating customer surveys into existing CRM systems allows for the measurement of the success or failure of every customer interaction. Sound analytics can take this data and further drill-down to identify exactly what factors are affecting the satisfaction and attitudes of your current customers.

Taken a step further, surveying customers can improve your understanding of how your products and services may be cross-sold or enhanced to improve your value to your existing customers and make your products more attractive to prospective customers.

SurveyAnalytics has solutions ranging from data pre-population to full CRM integration of the SurveyAnalytics web-based survey system with your web based CRM system.

Using the Salesforce.com / SurveyAnalytics web services module, you can automatically populate your Salesforce.com database with survey research data. Important data like customer satisfaction and buying intent can automatically be populated in Salesforce.com and integrated into dashboard reports. ( View the Salesforce.com Demo )

Integration with other Web Based CRM tools is easy. You can append custom variables (Customer Id, Sales-Rep Id etc.) to any survey invitation to provide you with the ability to do ad-hoc reporting and analysis.