With increasing competition, businesses are constantly figuring out new ways to serve their customers better than their competitors. Traditionally, the only way businesses knew to maximize their revenues was by providing tremendous value to their customers. However, in today’s rapidly disrupting economy, this is not enough! Along with good products, you must also deliver great customer service to keep up with the competition.
CRM is the tool using which giant businesses are dominating the markets. With the help of a CRM, you can deliver great customer service and a seamless user experience. Today, all the giant businesses already have a well-managed CRM to serve their customers – better than ever before!
The problem then is, for most of the businesses, the ideal means of managing their CRM systems is through personal computers. Well, there’s nothing wrong with that! However, managing CRMs solely via personal computer systems limits businesses to reach their customers more often than not.
There are some drawbacks to working on desktops and office spaces. It enables you to be in reach with your customers only when a PC is accessible to you. What about the time when you are on a planned vacation or a weekly off? You cannot let your business slide while you are enjoying your weekends and holidays.
Understanding the severity of this problem, businesses have started adopting mobile CRM apps to reach their customers when they need them. Although giant companies have adopted the use of apps globally, there are many companies that are reluctant to accept the usefulness of a mobile CRM apps.
The perfect SuiteCRM mobile app targeted toward business professionals can help increase access to collateral, keep you more organized, better track performance and allow you to respond to customer issues more quickly.
It’s okay to say, that we are attached to our smartphones and mobile devices. The rise of mobile in all its various mutations means we have access to more information than ever before. And it’s accessible from our pockets, at the mere touch of a button.
"Mobile is the future. And there is no such thing as information overload."
-Eric Schmidt, Google
While all the giant businesses are leveraging mobile CRM apps to build relationships with their customers, here are the ingredients that make a profitable, professional business CRM app:
Elegant & Smooth UI:
People love the quote, “Simple is beautiful!” Reason? No one likes to feel stupid by dealing with complicated stuff! As the matter of fact, people love user interface which is easy to understand and use. This principle applies to everything.
Your website, your new mobile phone as well as your mobile CRM app. With a rich and seamless UI, you can engage your customers better. This will help you increase customer interactions and maximize your business.
Have you ever missed an important follow up email that costed you a good deal? Well, being a business owner – you have many things to take care of. While juggling with a lot of business goals, it is likely to miss on important follow ups. This is when we need a CRM app which never misses any follow ups and keeps us posted about the upcoming follow ups and the pending tasks.
If you want to make the most out of your business, you should never miss important follow ups. Who better than a CRM app can remind you about your pending follow ups? Hence, while choosing a CRM for your business, it is essential to make sure it does not miss out any reminders for the follow ups that can potentially help you grow your business!
Scan QR Code/Business Cards:
Business card scanner comes to your rescue when you are seeking to store business card information in your CRM. With the help of a business card scanner, you can store business information in a matter of moments. You can also review the information before storing it – just to make sure it is free from any discrepancies!
Your SuiteCRM mobile app must have a business card/QR code scanner to help you be more productive and accomplish more.
A Relief from Making Notes
Taking notes and organizing them is a hassle to deal with. It takes a good deal of time while preparing the notes and then again when you need them, you have to go through a bunch of notes to find the one that you are seeking for. There should be a better way to save inputs from recent meetings and collect points which are easily retrievable and one can capture them much easily!
There actually is! Voice Notes is the answer. Record the important bits of information while driving or walking around the street. Link these audio files to your records and you can download them whenever you want to revisit the details.
Just as your smartphone, make sure your CRM is smart enough to record and store voice notes that are important in a well-organized manner.
We live in the world of immediacy. People want it now! With higher expectations and increasing demands of your customers, it is essential for you to match their expectations. The question is, does your CRM app allow you to sign the document electronically right from your smartphone?
It is important for your CRM app to allow you sign documents electronically. Make sure your business CRM app allows you to exchange docs and files instantly that needs your sign.
Here’s the good news!
Won’t it be a tricky job to find a SuiteCRM mobile app that entails all the features at once? Well, it was, until we realized the problem giant companies were facing and decided to solve it for the good!
We worked day in and day out. We toiled, pushed harder every single day, consumed all the caffeine that we possibly could, to create a rich solution which suffices business needs of giants across the globe. Our efforts were remarkable and resulted in a robust solution that we are proud to be the creators of. We call it “TapCRM”.
TapCRM is everything that you will ever need to manage your SuiteCRM from your mobile devices. With the help of TapCRM, you can accomplish everything that you can possibly do from a personal computer.
Check out “TapCRM” features
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For an enterprise business, there must be several third-party business stakeholders. To bring them all on one platform demands a CRM Portal. You may choose to develop one for yourself. Or, look for an agency to do it for you. Both come with cost and time. There’s a third option, look for CRM extensions. But, is it viable for your data security?
An enterprise business having a significant number of partners across the globe is pretty common. A partner portal is an ideal solution for such businesses. It can create a data-sharing platform that provides specific information to the external stakeholders without clutter or data security breaches. It is an ideal method to establish automated communication process and “self-service” mechanism for the end-users of your CRM.
Results of Case Study Published on Sugar
A recent case study published on SugarCRM Blog shared a story of a Construction & Engineering giant. On an average, their staff spent about 20 hours per person every week to manage the communications with their suppliers. They integrated their Accounting programs and customized the SugarCRM modules. Further, they built specialty Portals for sub-contractors and internal departments. Results? 30% increase in project management efficiency, streamlined resource-sharing and reduced time for meetings.
Possible size of the Partner Network for an enterprise and the current scenario of how they communicate with your business, and the business processes:
Before We Get on to Data-Security
Usually, even with the current technology, having the Sugar deployment and everything else, the communication follows the traditional way. Emails, Phone calls, even WhatsApp at times is the standard interface for this Partner-Employee communication.
This method is time-consuming and oftentimes redundant. The critical challenge is due to “not having” a gateway. The end-user of the CRM - your external stakeholder does not have access to your CRM through a secure channel. A SugarCRM Partner Portal could be the fix of this issue. And, that does not even spike a debate similar to whether companies have CRM or not. Absolutely elementary stuff!
So Coming Back Now to Deployment…
Taking matters at hand is heroic. The technology changes, so does the CRM integration challenges, and you would require to work with them while you focus on your core business expertise.
Honestly, if you find a technology-partner with right skill-set, it isn’t really a pickle you are in. Earlier option certainly is. However, this would still require some of your time in Project Management, and vetting the resources. Once you are through that stage, an agency like ours would require a decent amount of time to get through the development of your SugarCRM Partner Portal.
Deployment with CRM Extensions
For starters, we also have an extension to build a SugarCRM Partner Portal. The method of this integration is rather similar to what you did when you deployed Sugar. You integrated the CRM with your website for the CRM to fetch the data.
So Where does the Security Breach come?
Some extensions carry the code of analytics to track the hits, users, etc. Here, the extension is sharing partial data from your CRM to the third-party analytics platform.
AppJetty - SugarCRM Customer Portal
Do not be off by the name. Our SugarCRM Customer Portal can be used for any use case of your integration from CRM to the CRM Portal. Our architecture simply connects your CRM with the CMS or custom admin of the Portal. It is a bridge with anonymity to ensure that there is no leakage of data due to this integration.
So, any possible breach of this data can only trigger from your setup - that I believe you would be in control to take care of.
Some Other Features You Should Know About...
Beyond this, you may or may not wish to have customization to the modules or the portals. If you do, (we can brag) we can certainly do it for you.
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Today, everyone has a mobile phone – the smart one! Think of it for a moment. When was the last time you checked your smartphone? An hour ago? Couple of minutes ago? Or three times in the last 3 minutes? Well, if you walk around a busy corner of your city, you will find people glued to their smartphones without being present in the moment.
Let’s face it. We are all addicted to our smartphones. However, to take it on a positive note, there’s a great opportunity for businesses to maximize their revenues by reaching majority of the customers out there using smartphones.
Everyone with a smartphone uses mobile apps for day to day activities like, communication, education and some fun! Although giant companies have adopted the use of apps globally, there are yet many companies who are reluctant to accept the fact that mobile apps can be very useful in a professional manner. The perfect mobile app targeted toward business professionals can help increase access to collateral, keep you more organized, better track performance, and allow you to more quickly respond to customer issues.
According to Statista, there won’t be less than 2.9 Billion smartphone users by the end of 2019. With the “ever increasing” number of smartphone users, daily, more and more people are browsing internet solely via smartphones. Yes, more than 60% of searches online now come from a mobile device. Common. Facts aren’t debatable!
"Mobile is the future. And there is no such thing as information overload."
-Eric Schmidt, Google
It’s safe to say, we’re firmly attached to our smartphones and mobile devices. The rise of mobile in all its various mutations means we have access to more information than ever before. And it’s accessible from our pockets, at the mere touch of a button.
So why isn’t your CRM system?While more and more businesses are becoming mobile-friendly, yet there are many, so-called “unique” businesses who haven’t taken advantage of one of the most efficient and technically sophisticated tools ever made. A well-designed mobile app for business will allow you to conduct business anywhere, at any time. And now, mobile apps are easier to create, configure and deploy – and the process is getting easier over time. That means making sure that your business has a strong method to manage relationships with your customers through mobile methods.
Here are 3 ways SuiteCRM mobile apps can improve the way we do business:
1. Do More with SuiteCRM Mobile Apps:With the help of a SuiteCRM mobile app, business owners can easily and quickly respond to their customers needs, address leads, manage existing customer accounts, sales prospects, and do a lot more with it – in just couple of clicks!
2. Mobile CRM Apps Can Help You Improve Customer Service:You can serve your customers more efficiently and quickly with a SuiteCRM Android App. When your customers are just a click away, it isn’t hard to reach them as and when they need you. Being available when your customers need you builds trust and reputation of your brand as a whole.
3. Maximize Your Business:When you have everything on your fingertips, with using SugarCRM mobile app you can maximize customer engagement by sending personalized surveys, notifications, and product updates – which will eventually help you expand your overall business.
Final words, mobile technology has impacted our professional and personal lives alike and will continue to do so in the future. It has changed the face of business and promoting new business models and industries. Also, it has opened various avenues for the customers increasing the efficiency. Companies are rapidly adopting mobile technology and equipping their users with powerful mobile apps. Are you ready to take advantage? Market has never been better!
Business is all about adding “value” to the lives of people around us. If you want to thrive in your business and dominate the marketplace, it is important to find a way to add value to the lives of people in more ways than one.. Without value creation, a business can’t exist.
If you are reading this right now, I’m sure you already have a product to trade for, that adds value to the lives of many. The next question you might ask is, how can we add maximum value to the lives of our existing/potential customers?
That’s a great question by the way. The best way to add maximum value to your customers is by, “KYC!”. Yes. You guessed it right! Knowing Your Customers. The only way to maximize your profits, thereby simultaneously adding value to your customers, is simple - by knowing them, their likes and dislikes, and most importantly - what they wish to have.
There’s a popular conversation between Steve Jobs and his colleague that you probably might have heard or read about. There was a time when Steve Jobs was convincing his colleague to build Apple’s first Macintosh computer. His colleague was not ready to spend his resources on something that no one would would willingly possess.
“Why do you want to make a product which no one wants in the marketplace? There’s no demand of such a computer at all.” Was his colleague’s argument.
“You don’t understand. How can anyone seek to buy something that they don’t know exists?” further he added, “A lot of times, people don't know what they want until you show it to them.”
He was exactly right! Once Macintosh was out there in the market, it was on fire! It brought a revolution in the “computer world”. What’s the point here? Apple’s secret of success was, “they designed products that people wished to possess.”
In today’s world, if you want your business to succeed, you would need to fulfil your customer’s needs before your competitor does.. The question might be bothering you, how would you know what your customers need? The way to know what your customers would “wish” to have is by researching about their needs.
Though research can lead you halfway, if you wish to go beyond “just research” – surveying is something that can help your business to reach the next level that you are seeking for.
“Ask and you shall receive; seek and you will find; knock and the door will be opened to you.”
Asking is much too easier these days. Today, the synonym of “asking” is “surveying”. With surveys, you can exactly know what your audience is seeking for, what they wish they could possess, and how you can personalize your product so that it resonates with your target audience.
Today, most businesses manage their customer base through some of the most popular CRMs available out there in the marketplace. Two of the most popular CRMs that are used widely today are SuiteCRM and SugarCRM. And the same entrepreneurs use some external services like, “survey monkey” or google forms to conduct their surveys and understand their audience a little better.
That’s exactly the way to plunge ahead and know your customers a little more to enhance their experience with your brand. However, it becomes trickier to manage things when you have a “lot of” data to manage. Can there be a way we can send surveys directly through our CRMs? But wait. I have a good news for you. You can definitely send surveys directly through your Sugar or Suite CRM with our amazing SugarCRM survey plugin. How amazing that would be? With the help of our, Sugar/SuiteCRM Survey Module, you can send surveys right from your CRM, and manage your customer base.
SugarCRM survey plugin is a perfect solution for business owners who want to conduct online surveys through their SuiteCRM system. With the help of our plugin, you can create unique and customized surveys for your customers and know exactly what they want and deliver it before any of your competitor does so.
Delivering something that they “wish they could possess” is the best way to dominate the marketplace thereby fulfilling your customers most extravagant needs. With the help of “intelligently” customized surveys, you can absolutely get to know what your customers are seeking for, and accordingly you can customize your product to match their expectations.
Mobile Apps have made human life convenient and easy. It is doing the same with businesses. Today, leading brands of the business community are opting for the “smartphone approach - run anywhere, anytime” as their organizational workflow. Moreover, employees and users also find the smartphone approach more useful than old school methods. And why shouldn’t they? After all, nothing makes their jobs easier than commanding tasks on their fingertips.
Optimum utility of smartphones is giving rise to Mobile CRM Applications. And you cannot confine CRM applications to reducing operational costs and enhancing employee productivity. They also bring business intelligence to organizations. They provide you with the tangible data of customer interactions, so that, you can analyze them and adapt the best practice of all.
In this blog, we will discuss about this synergy of smartphones and CRM solutions. And how it is helping different businesses. So, let us dive in.
How it Works as Business Intelligence
Small to midsize businesses often spend more time and resources to track their operations. It slows down their customer relationships management process. Mobile CRM apps empower customers to send their requests and queries right through the app. A SuiteCRM mobile app is enabled with numerous useful features that are accessible anywhere, all the time. This way, it helps you to reduce your workload.
Mobile CRM Apps: Offering Convenience All the Way
Mobile CRM applications offers a lot more than just convenience to customers and organizations. For small businesses, CRM apps render a new life to their data. SuiteCRM ios app enrich your business operations at 2 most crucial but beneficial levels.
Level 1: Act Promptly on Leads and Opportunities
The most chaotic part of SMEs business processing is inter-departmental communication. Marketing team gets a new lead, they share it with another department. This information crawls to all the departments till the time sales representative comes and collects it.
With Mobile CRM Applications, information sharing becomes instant, transparent, and comprehensive. It operates completely on the drills of your taps and clicks. Whenever a customer sends their queries, SugarCRM Mobile App makes this information available to your salesman on the go. The app allows users to act instantly, upload the work log and enable other departments to work on it.
Level 2: Empower Decision Making
A single decision can build or destroy your business. SuiteCRM Android App helps you to better your enterprise decision making in 2 different ways. One of them is quick information sharing.
To empower these quick decisions, CRM apps renders complete insight of your operation. Through real time analytics reports, you can get all the information you might need. These reports play a crucial role to comprehend the organization’s real time progress. You can check your daily, monthly, and quarterly reports and make changes to your strategy and track the changes.
Which Mobile CRM App Works Best for You?There are numerous solutions available that offer Mobile CRM apps. One of the most trending and useful out of these is TapCRM. It is an AppJetty powered Sugar/SuiteCRM Mobile Application solution that drives business intelligence for your enterprises. Some of the features that TapCRM offers are:
These were a few features that TapCRM brings to your business intelligence. Visit the website to find out more about it.
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While we write this, implementation of giant – GDPR (General Data Protection Regulation) has already taken place. As we all know; its implementation will have a huge impact on the way in which organizations manage their customers’ personal data.
Today, we will talk about how the organizations that make use of online survey tool can ensure that their surveys are GDPR compliant. We all know that surveys are used for gaining feedbacks from prospects, customers, potential customers, employees etc. So, how should you make your Surveys GDPR proof?
Here’s a little guide for you:
Integrating Data with Third Party Apps
For example, if you use a SugarCRM survey tool and you have integrated a third-party tool, you need to ensure that those apps also adhere to the GDPR regulations. If you use a Sugar or SuiteCRM survey tool, it is best to go for an extension that doesn’t ask for you to install any other third party apps.
Obtain Permission for Data of Minors
If through your survey tool, you are collecting or processing the data of individuals under 16 years of age, you must take parental consent. If not obtained, you must refrain from sending survey to this age group. In case of data breach, you can face severe consequences.
The phenomenon of transferring your customers’ personal data from one electronic system to another is known as data portability. Also, it is not advisable to store the data of your customers using surveys.
Take Consent Before Sending Survey
In order to obtain the consent, you need to provide your customers with the reason as to why you want to collect their personal data, where will you save it and for how long will you be using it in the future.
We hope this brings a little clarity as to how to go about conducting surveys using a Survey Tool. If you are looking for a Suite/SugarCRM Survey tool that comes with the Data Privacy Module of SugarCRM version 8.0, you can consider integrating Survey Rocket.
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Smartphone technology is so victorious that it stays connected to you most of the time. It stays active throughout the time and keeps you engaged. You go inactive when you sleep off, but your phone stays live in the role. This fact is not confined to me, you or your customers or any other business owner. It is the story of almost all of us. So, when smartphones are such an important part of human life, why don’t you capitalize its utility?
As smartphones are superiorly smart, easy to access anywhere and broadly available, they can be utilized for your business too. You can extend the utility by integrating mobiles with your CRM technology. SugarCRM and SuiteCRM are the two most successful technologies that empower business processing. Integration of these technologies with mobile can serve great benefits to businesses. I am sure you would never like to left behind in this competitive market.
So, let us talk about how SugarCRM and SuiteCRM Mobile App can help businesses to scale strategic growth with its extended approach.
Streamlined and Mapped Information Sharing
As we discussed earlier, mobile stays with us active throughout the time. Thus, you can capitalize this utility with your SugarCRM and SuiteCRM Mobile App. It will help your sales team to get instant notification of their new leads and to plan the pitch. Its quick access facility makes it easy to fetch customer information in real time and strategize their approach to close the deal. For example, if your salesman is out for a meeting with a client and needs any data, mobile apps eliminate the need to go back to the office and collect the data. He can fetch the information within a few taps through the app.
For Android phone users, SugarCRM and SuiteCRM Android App bring the luxury. They can send their requests, complaints, and queries right through the app. It helps them to move over the conventional approach of “visit the office between 9 to 6”.
Strategize How to Approach Customer
Studies show that companies who use CRM Mobile apps achieved 65% higher sales targets. But who do not use CRM mobile apps could reach up to only 22% of their targets. These statistics say it all. CRM modules and features streamline your sales cycle, which helps you to prepare a proper strategy to improve the sales and targets. SugarCRM and SuiteCRM Android Apps provides more control to your sales team. They can track their customers, go through their previous meeting logs and understand client requirement in a strategic way.
Drive a Well-Thought Sales Cycle
Are you still operating with those mega files and large chunks of paperwork when you get a new lead? CRM Mobile App enriches your sales cycle and eliminates the sales hassles. It shortens the sales cycle and drives it in a well-thought manner. The centralized system of information sharing minimizes the interdepartmental dependency and process more work in less interaction. This trims down the processing time and expedites your sales cycle. SugarCRM Android App allows you to customize your mobile app explicitly for your organization structure to accelerate the business pace.
Enhance Data Insight
A CRM mobile app makes your centralized data available to all your employees 24*7 even when they are off from work. It helps them to stay updated and not to miss any single customer brief. Another benefit of CRM mobile app is analytics. Numerous CRM Mobile apps with Sugar and SuiteCRM are available with analytics, which offers better insight. You can break down information and go through minor details. Such process sharpens your sales strategy and future plans.
So, if you are using SuiteCRM or SugarCRM, it makes more sense to drive its features in a compact form through mobile apps. SuiteCRM Android App will extend its approach to a large smartphone using creed.
In any business world, time is the most precious aspect. For every second saved, you coin up more money, you optimize resources. This can be done best with an optimized business process. When you drive your workforce in an organized method, it becomes easy to operate. To make your business processing proper and organize your workforce, you shouldn’t think twice about embracing Mobile CRM Solutions for business.
One of the biggest reasons to do crm mobile app is; the world is migrating from the desktops to mobiles. Scenario of “Between the office hours” doesn’t work anymore. And these outdating scenarios are changing the way you do business. Such mega migration of internet users is bringing in a new trend for both businesses and customers. And it leads both to expect information available in real time and on the go.
So, to satisfy the needs of these changes, you should also change the way you use technology. It is the time to upgrade your CRM application to a mobile CRM solution. Mobile CRM for Business helps your sales team with immediate access of their customer database.
Key 1: Business Growth by Mobile CRM Strategy
Mobile CRM for Business provides a platform for businesses. With this platform, they can create their entire mobile strategy. Whether there is a need of customer app or distribution assisting app, a CRM strategy will always enrich it.
Key 2: How Mobile CRM Helps with Its Basic Features?
With instant request updates received through Mobile CRM, your salesperson with their smartphone or tablet and can operate these tasks,
Key 3: Advancing Your CRM with an Advance App
Confining your app with conventional features is injustice. Advancement always works! For your app too. You can develop custom apps for your customers and employees, which will add data directly to the CRM Backend. Mobile CRM Solutions also help in rolling out new app releases. So, empower your sales team to spend more time on working sales as well as customer services and less time on managing the admin work.
Mobile CRM Solutions for Business Works 360 Degree
A CRM app not just helps you manage your customers but also manages various aspects of your business. Operating throughout the organization, some of the major department it helps out with are,
Advanced App to Manage Your Customers
AppJetty, provides one of the best Mobile CRM for businesses with above mentioned capabilities. It is a CRM Mobile App available on SuiteCRM and SugarCRM platforms. It is a ready to use mobile app for businesses that enables them to manage their customers relationships round the clock on the go. TapCRM has the analytics feature. This feature adds the intelligence to your customers relationship management.
Mobile apps are changing the world and so should you also change the way you do business. CRM solutions on mobile help you to the excel your business processing. It not only saves time and resources, but also delivers a happy customer experience. AppJetty offered TapCRM is also an option that can make your CRM operations better than great.
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A good business is all about happy customers and happy customers are about good services. You cannot render good customer services completely from your office. Your sales team need to go out and connect with customers. Likewise, customers will also have to come to you for their request and queries.
So, either your sales team and customers need to make physical visits or there is no work done. But there is third option, Mobile CRM application. Mobile CRM app works as a mediator between your customers and you. It let customers connect with you through clicks and taps to seek support or to register a query. It also enables your sales team to access real time data like latest leads and newly emerging opportunities. But getting a CRM mobile app is also not sufficient. You need a good Mobile CRM Strategy as well.
Why Mobile CRM Strategy is Important?
When you have a good strategy to drive your app, half of your tasks are already done. A better plan always works. And a CRM Mobile app can assist you to make a best strategy. It drives a perfect customer service flow and make your workflow quick, efficient and error free. Mobile CRM strategy helps your sales team to target customers, uses right approach to offer proposal, converts lead into a customer, delivers service and handles their queries.
Deriving the basic feature of CRM Mobile apps not only help in satisfying customer needs, but also implant a workflow for you. A good Mobile CRM app strategy provides you with a platform to design your services, drive an efficient workflow, enable inter-departmental integration and centralize the information base. The process wherein your sales team can contact customers and your customers also can contact you, provides a compound idea of enterprise work cycle. This idea helps to strategize your enterprise processing plan.
Benefits of CRM Strategy
A good Mobile CRM Strategy can help you to win the race in this competitive business world. It not only focuses on high turnover for your business but also implant firm roots of your enterprise. A few benefits that it serves are:
Opting a good Mobile CRM Strategy is the best policy to drive your business to good growth. It optimizes your resources and take the best out them. SuiteCRM Mobile App and SugarCRM Mobile App are among the trending CRM mobile apps.
Surveys drive business decisions. And we have been hearing this for long. But the question here is, how many of these surveys are genuine? How many of them have the potential to influence business decisions? The answer is – very few. If you think that you can create random surveys on different platforms and present it to customers, it is hardly going to help. In fact, it will end up giving you wrong information and data.
Perhaps, we need to understand that market research is a scientific method. And surveys being a part of it should be standardized, detailed and articulate. An ideal, accepted and the most standardized way of conducting survey is by creating it from within your CRM. If you have a Sugar/SuiteCRM system, you can configure a SuiteCRM survey extension which helps you create surveys from within your Sugar system.
Before we talk about the extensions and their usefulness, let us understand the consequences of badly designed surveys:
Lesser response rates
More the number of unanswered surveys, the lesser will be your overall response rate. To keep the delayed responses at bay, you must make sure that your survey does not show up in the spam folder or look like virus.
Using a SugarCRM survey module of the extension, you can create multiple question types and put them under different categories. This gives more clarity and understanding to the customers about your questions.
Apart from the above-mentioned issues, there are other problems like questions being skipped, unanswered and surveys left incomplete.
Now, let us understand as to how you can get over these issues and how can to ensure that each sent survey turns out to be a success:
Make the Most Out of Skip Logic
In psychological terms, this is known as cognitive dissonance – a term coined by the social psychologist Leon Festinger. As a result of this, respondents often leave the survey or provide irrelevant answers.
To help your respondents get over these issues, you can use the skip logic feature of your Sugar or SuiteCRM plugin. When you apply it, your respondents do not need to see the questions that are not relevant to them. By doing so, you will be able to save the time of your respondents and the quality and volume of your data.
Do not bias/influence your respondents
To make sure that you provide both ends of the scale when you phrase the question. By doing so, you will be able to give your respondents the freedom to choose the answer of their choice and your Survey will remain unbiased.
Use a Good Quality Extension
Search for “CRM plugins” online and you will come across several companies that claim themselves to be the best survey extension. Well, there is a drawback with some of these plugins. The only solution to the problem is to find a plugin that is exclusive for Suite/Sugar systems.
What is Survey Rocket and Why Use It?
Survey Rocket is an online survey tool and the best solution for entrepreneurs wanting to conduct online surveys right from within their SugarCRM system. It enables you to create and send automated surveys and get updates through your customers in real time. There are no 3rd party integrations required as it works seamlessly with your Sugar/Suite systems.
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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.