Zoho Survey is now integrated with ​Zoho CRM. If your CRM is the lifeline of your business, this integration is the perfect combination to transform customer relationships from direct feedback.

Whether you need to create a simple Net Promoter Score (NPS) survey or a detailed feedback questionnaire, you can get it done in a jiffy. Zoho Survey combines an easy to use interface with a number of question types and, if you need a ready-made survey, use a pre-built template questionnaire as your survey.

Build your questionnaires with Zoho Survey and schedule them for periodic feedback or to gather further information. Results from your surveys are pushed right back into your CRM. Not only are you able to view individual responses of each customer but you also have their entire history of responses in the contact profile.

What makes surveying a paramount need for your business is that you can maintain a consistent feedback loop with customers and your sales reps ​can sharpen their selling techniques. For instance, a sales rep on call with a customer can upsell or engage the customer based on the feedback the customer has provided. The answers from surveys are contextual for each customer which gives the sales rep an edge. How? He has information from the customer on his screen which he can use to engage in a conversation that is relevant to the customer’s response.

Need further reasons to use surveys? Picture these scenarios to see what you could be missing without them.

Recently, your sales rep won or lost an important deal. Do you know the reasons for the win or loss? If you ask your customers, you can measure and improve your service while interacting with the next set of prospects.

Product specialists in your team organize webinars and on-site training sessions for customer groups. Do you know how the specialists fare in their presentations? Getting in touch with the attendees and collecting their feedback helps your teams improve demos, webinars and training programs in the future.

How do you measure the satisfaction score for your brand? Periodically every few months or even once a year, knowing what your customers think of your brand propels improvement, better strategies and on the whole directs you towards providing exemplary customer satisfaction.

Within Zoho CRM, another element of collaboration establishes a link between creating surveys and distributing them easily which you can achieve with Zoho Campaigns. Once you are done creating a survey, you can choose Zoho Campaigns to schedule email campaigns containing the link to your survey.

The benefit of Zoho Survey being integrated with Zoho CRM is summarized in three points.

1.    Create surveys to gather feedback
2.    Schedule and distribute surveys and track responses instantly
3.    View responses contextually inside a contact details page

To know what your customers need, ask! The best way to do it is with Zoho Survey. Create a professional survey today and watch the results roll into your Zoho CRM.

To know more about this integration and setup, attend our webinar on Tuesday, November 4th, 2014.  To register, click here.

Leave a Reply to Mark Franklin Cancel reply

  1. Mark Franklin

    I would like more information about ZoHo surveys.