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usiness Growth and How to achieve it?
It is a burning question for all the business owners and especially the e-store owners. To increase the reach of any business online, an in-depth analysis of your business offerings is important. It helps you to understand your customer needs and how your products/services are helping them. Based on that analysis you can prepare and strategize the next phrase to yield better results. In a more simple language, business growth. There is one proven way to achieve effective and stable business growth. Understand how your marketing efforts affect your overall business in terms of revenue and growth. To do so, your marketing team needs to create a big picture based on previous sales, audience, product returns, marketing campaigns, and other data to give you an idea of what’s working and what’s not. However, this solely provides information regarding how your business is performing. The main task is to understand the data and figure out the customers’ perspective towards your offerings. With this data, you will be able to figure what they like and might want in the near future. But the data in the hands of your marketing people is incomplete without the surveys. Surveys are an important aspect to know your customers. This guide will explain how you can conduct successful online surveys through your CRM. Yes! Through CRM. But first, let's dive deep into the concept of online surveys and how they help the businesses. What is an Online Survey? A Survey is basically a set of questions you ask to your targeted audience. Surveys are a great way to do market research and collect the necessary data in order to make objective decisions on reliable information. The surveys can be conducted in various forms: online surveys, phone surveys, paper surveys, etc. And in the advanced guide, we are going to talk about all the aspects of an online survey. Online surveys are sent to the targeted audience to complete over the internet. They usually contain web forms with an integrated database where you can store the answers and generate an analysis using statistical software. Online surveys are basically conducted by business owners with an intention to know their customers’ opinions and preferences. We have cleared the concept. Now let’s see how they help the businesses grow sustainably. How Surveys Help Businesses? As a business owner, you might have thousands of questions regarding the customer's behavior. Like why they leave your website? Is your product fulfilling the needs of the customers? There are numerous questions like these when answered might solve 80% of your business-related confusions. Because there is a and thought process behind the customer’s action. If a customer comes to visit your website for a particular service or product for multiple times and doesn't feel satisfied, he will eventually check out your competitors and take their business to them. So, it becomes critical to find out what caused the customer to leave the website and which elements weren’t satisfactory. In these cases, gathering insightful feedbacks using surveys from customers will help you to improve your product and its features. Additionally, surveys help to bring quality to the current relationships as well as expand to new opportunities. You can understand the individual customer’s behavior and offer them custom-tailored services according to the findings. After all studying your customers and their behavior will help you create a detailed customer-centric business roadmap which is the recipe for success! Surveys surely add a great deal of value to your business but what makes them a blockbuster hit? Understanding Why the Blend of Surveys+CRM is a Blockbuster Hit! A Survey is not a newfound technique. Every business, organization, Govt. body conduct them frequently. But before the magical invention of the internet, they used to conduct surveys offline. On Paper. And manually add the information in the database & analyze the same. It used to be a tedious task which took months & months. But with the online surveys, this process getting shorter & effective day-by-day. And when you integrate your Survey with the CRM, the process becomes more effective. Because when conducting CRM integrated surveys, you already have a ready database of your customers with all the required details. You just have to filter out the required fields and targeted audience from the database. When using the combination of CRM and Survey extension, one of the major benefit is that you can directly send and receive feedbacks in the CRM itself. This makes your analysis more transparent and helps you to have a deeper idea about your consumers and their perspective of your products. Before we start our guide on how to conduct successful online surveys through CRM, finding the Suitable CRM Survey Extension is the first and foremost step. Read how you can find the perfect extension for your CRM. Step 1: Choosing an Extension One of the things to keep in mind is that if you choose to go with any available extension in the market, you will have to spend some extra costs to leverage extension functionalities. For example, some small things such as sending emails, automation capabilities, etc. might not be available with most of the extensions. So, the first thing to look out for while choosing a CRM survey extension is that it should not require any type of third-party integration. Other things to keep in mind while making a decision about CRM survey plugin are:
The list is endless but the above-mentioned things should be on your checklist while investing in a CRM survey tool. After choosing and installing the Survey extension with CRM, follow these steps exclusively crafted to prepare a Survey which generates maximum responses. Step 2: Defining the Purpose The first step might take a while and it should as you will be investing a lot of resources. But once you choose the right extension, the next step is to create a vision and define the purpose of your surveys. When conducting an online Survey, it is important to define purpose. Because there are a number of ways to conduct surveys and multiple types depending on the purpose. Whether it’s collecting feedbacks of trainees or customers, measuring how often people use Instagram in a day, the average screen time of users, and so on, the type, structure & targeted audience will differ based on your reason. So, here is your role matters the most. As a business owner, salesperson or as a marketer, define the agenda behind the survey and they start designing the survey accordingly. The surveys having a well-thought idea behind them always get a better response rate. If you are new to conducting surveys then below are some of the types of go-to surveys to help understand this step more clearly:
You must have come across questions like “How did you find our website?”, “How our product helped to solve your issue?” while filling up the surveys and those fall into the category of customer feedback surveys. These type of questions can help your marketing teams to determine the most valuable platform in terms of traffic, what are the ways your product is being used, how your support team is performing, and many more.
This type of survey contains a rating scale. Therefore, based on your customers' rating you can determine their behavior towards your products/services and further you can bifurcate them into the categories of detractors, passives or promoters. Such surveys have questions like “Would you recommend our services to your customers?” which will probably serve your purpose behind such a Survey campaign. These surveys are also conducted with a purpose to understand the customer satisfaction level.
Prepare your questionnaire which includes questions like “What problems motivate you to purchase our products?”, “What is your budget for our services?” Such questions would help to gather specific data of your industry. There are many other types of surveys on which we intend to write an article. You can leave your views on the same in the comment box. But first, let’s proceed ahead with the next step in conducting a successful survey. Step 3: Creating and Sending SurveysAfter knowing all the nitty-gritty information from defining your purpose and choosing the appropriate survey type, let’s get into how to create your survey the right way.
Another feature is also known as backward data piping. If there is pre-filled information available in the survey, the responder can make changes in that information. And the survey extension updates the changes and pipes back the information in the CRM. With the Data piping automation feature, it becomes easier to customize the survey experience user-to-user. You can pipe CRM data into specific CRM survey modules or questions.
This way you can conveniently send surveys which are customizable for different groups group.
Advanced CRM survey modules will allow you to create shareable surveys, open polls, email survey links, and other ways to help you reach a wider audience. Because there would be certain cases where a particular user is not available in your CRM but would want to or have to attend your survey. In such cases, Sharable surveys help. You can generate a link for the surveys using any CRM survey extension. This way, anyone who is not your CRM user can also take the survey by directly opening the survey submission page through the link, helping you widen your research & collecting more data for accurate decision making.
For example, with Status reports, you can check how many surveys are under which status. Secondly, there comes a question wise report that helps you to understand the psychology of responders based on their answers.
Trend analytics report caters the information about ongoing trends in your industry. You can also analyze the questions which gained more responses from your targeted audience. Additionally, based on the response rate you can have a different chart view. Advanced reporting feature also provides deep insights on each individual and their average spent time on your survey. And that’s the end of it. A perfect step-by-step recipe towards creating and conducting a successful survey from your CRM. But we wanted to add some more knowledge to this advanced guide with our next section. Benefits Plus Extra Tips: Now that you have all the required information about how you can conduct a successful CRM survey let’s go through some of the important benefits of surveys to your business and some added tips.
Survey Tips:
And now we are done with our advanced guide on conducting surveys! So, are you ready to conduct your survey? If you use Sugar or SuiteCRM then we have the perfect CRM survey extension for you! You can get started by clicking on the button below. Original Post : https://www.appjetty.com/blog/advanced-guide-successful-surveys-through-crm#onlinesurvey |
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Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc. Archives
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