We are so glad to announce the release of our Survey questionnaires integration with CRM for our esteemed clients.

Using this Integration, our client was able to easily achieve the distinct requirements of customer satisfaction and maximized visibility for more effective and proactive management of customer satisfaction levels. On the whole, this solution helped the client in managing Customer Feedbacks and redirect all those Feedback data in CRM modules.
Our Integrated CRM surveys can cover multiple purposes:

• Customer satisfaction
• Post event feedback
• Market research
• Opinion poll
• Project feedback
• Membership survey

Whether your focus is on sales, marketing or customer service our integrated surveys will give you the answers you need right in CRM to develop strategy and make informed decisions.
Each record is linked back to the originating survey and the relevant lead, contact or account. As a result, each contact record will list of all the surveys this individual has completed.

Please find the steps below :

Step 1 : Create the New Questionnaire in thee CRM

Step 2 : Map the Questionnaire fields with Module fields

Step 3 : Questionnaire Form

Hope you found this blog useful.
Please contact us on [email protected] if you needed further help from us.