Importance of Data Piping in Creating Surveys

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Importance of Data Piping in Creating Surveys
For any business to run smoothly, it is important
to conduct research and garner information from
potential customers, regulars and consumers.
Some of this information is collected before
introducing products in the market and some after
the products are launched. In any of these
scenarios, customer feedback stands of major
significance.
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Surveys are one of the well-accepted methods when
it comes to gathering customer feedback. But
creating surveys can come with a lot of
complications as one has to collect details
individually and feed the data in different
fields incessantly until the survey results are
achieved. And thereafter, even if you get the
feedbacks, it is difficult to use the data as it
isnt automatically available in your CRM. To
help you get over such hassles, we created
Survey Rocket which is the perfect survey
solution for Sugar CRM. And the best part about
it is, when it is integrated to your CRM, you do
not need a third party integration solution to
work with your Sugar system. HOW DOES SURVEY
ROCKET HELP WITH DATA PIPING? Data piping
involves moving the existing information from the
CRM to survey. It ensures that one makes the
most out of a survey built dedicatedly for
SugarCRM. Using Survey rocket, one can pre-fill
different survey fields from the existing CRM
data. This process is best known as Forward Data
Piping. It saves all the time and efforts of the
sales executives spent behind filling each
module. Now, there are also times when the
survey is given to the respondents and they edit
or make changes to the pre-filled information.
Survey Rocket directly updates and records this
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information in the CRM database. This is known as
backward data piping. It is not possible for
all survey forms to be generic and have a one
size fits all design. Survey Rocket can help you
to pipe CRM data into specific survey modules or
questions. This creates a better personalization
experience. WHO ALL CAN BENEFIT OUT OF DATA
PIPING? Every industry needs to make sure that
they engage in a quality customer satisfaction
process. And when it comes to customer centric
businesses, there often arises a need to collect
information through surveys. Data piping can be
very helpful while creating surveys for the
industries given below Banks Banking surveys
should be very easy to create, brand and take
care of all the research needs. Using the CRM,
banking professionals can also create KYC (know
your customers) kind of forms for updating
customer data easily. The data gets
automatically filled to the respective survey
fields by fetching data from the CRM. As these
surveys are run regularly and changes have to be
tracked each time, data piping feature comes of
great help. Be it particular questions related to
banking operations or generic ones, all the
information can be fetched/updated in your CRM
through Survey Rocket.
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Hospitals Traditional marketing methods are not
working for hospitals anymore. After the term
patient-centered healthcare has been
introduced, there is a dire need to integrate
additional customer information so that the
demands of patients can be taken care of. Data
piping will help you to have more of evaluated
information by offering convenience and save a
lot of time. Insurance companies Insurance
agents need to adjust to customer needs from
time to time. Survey Rockets data piping
feature helps insurers to gain data in a more
comprehensive way and helps them to retain loyal
customers by providing substantial results. By
fetching customer data from the gained survey
results, insurers can make significant
enhancements in service and sales, and take care
of client expectations as well as
priorities. How often you use the data piping
feature of Survey Rocket totally depends on the
kind of industry you belong to and the type and
requirements you have. THINGS TO REMEMBER In
order to enable the data piping feature while
creating the survey, the CRM admin has to choose
particular modules from
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• Leads, Contacts, Accounts and Targets. If there
  are changes made to the data piping module while
  creating the survey, all map fields will be
  reset.
• A STEP BY STEP INSIGHT
• Given below is the basic flow of creating surveys
  using the data piping feature.
• CRM admin can create survey forms by using data
  piping.
• As a part of data piping, CRM fields are mapped
  along with questions included in the survey
  form.
• You can send the link of the survey via email.
• Customers click on the survey and update their
  information.
• Customers can see all the information in the
  survey which is pre-filled and is mapped by CRM
  admin from the records.
• Customers can fill the survey, make the necessary
  changes and submit the survey.
• New information provided by customers gets
  automatically updated in different CRM modules.
• Admin of CRM can view survey reports and get all
  the new information and data entered by
  customers.

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• Thereafter, they can resend survey to a
  particular customer and request him/her to fill
  the survey again if the need be.
• Survey Rocket is a robust solution which empowers
  your CRM and provides valuable data through the
  surveys you conduct. By using it, you will be
  able to know the preferences of your customers
  and obtain feedback to build successful business
  strategies. Data piping is just one of its
  features. Check out all the features of Survey
  Rocket and let your CRM data help you in your
  feedback mechanism.
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