Rocket Fuel for SugarCRM Survey Integration

1
Rocket Fuel for SugarCRM Survey Integration
Montgomery Scott enhanced transporter beams
capability to transport matter while both or
either of the objects is in the warp. Even he
needed to know the experience of the transported
people using his prototype. In a similar fashion,
we have moved past the point that needs a
discussion on whether businesses require surveys
more often than they actually do. Period.
The debacle is about the best method to integrate
surveys into your CRM. Old days were romantic.
The Market Research team would carry a bunch of
forms and go across places. Asking random people
fitting the buyers persona to fill the form.
They would even give away free samples for
filling these forms. It was fun?! Talking to
those strangers and manually adding all the data
into a two-tier CRM. You did not move to Sugar
to continue this manual labor, did you?
appjetty_at_gmail.com
2

• There are web-based Survey plugins. They offer
  almost everything you can think of to manage
  your surveys. Except for the fact that you would
  need to integrate the data bridge between Sugar
  and whichever mammal named Survey tool you opted
  for. You are in fact sharing your data with them,
  so does your competitor, and many others.
  Besides that, fetching your CRM data to these
  tools is another roadblock.
• An ideal integration is the CRM extension. One
  that does not aim for your data. And still,
  miraculously makes almost all of CRM data
  available for personalization and segmentation.
  AppJettys Survey Rocket is a SugarCRM Survey
  Plugin. You do not require any integration to
  use our SugarCRM Survey Module with Sugar. You
  can avoid sharing your data with the survey
  plugin developers and extend the abilities of
  your CRM to handle a gamut of operations around
  surveys.
• THIS ARTICLE INCLUDES
• Survey Automation
• How Survey Automation Work?
• Data Piping Skip Logic Advance Logic Survey
  Scoring
• Survey Creation
• Powerful Analytics 5 Net Promoter Score 6
  Choose the Best Fit
• 7 Survey Rocket 4.0 In the Making
• SURVEY AUTOMATION
• Survey Automation is not a luxury. For the
  surveys to be effective, a degree of automation
  is mandatory.

appjetty_at_gmail.com
3
Sugar provides a Survey Module. It is encouraging
that besides a self-service portal, they also
provide a survey module. It is ideal for a
business that targets surveys as an ad-hoc
requirement. Soon, you would need automated
triggers and would have to look outside for more
comprehensive features. Lets explore why! When
is the ideal time to send an email or text
message to have the maximum probability of
response? The answer would vary for different set
of businesses. However, sending a bulk email to
all on Friday morning is not the answer. You
need a logical flow to set up rules, evaluate the
performance and alter the flow. The only way to
do so is with advanced logic and triggering
mechanism based on specific events.
appjetty_at_gmail.com
4
These events could be a sale, or a closed support
ticket, an end of the cashback period, and so
on. Advance logic helps you differentiate why
certain businesses have a lower ratio of
responses to feedback forms and some have higher.
You close the sale when the lead is hot. And,
you seek the feedback when the memory of the
event is fresh. The timing matters! In another
aspect, having Sugar is a luxury. It is one of
the finest CRMs you could have opted for. And,
that luxury came at a cost. Once deployed, it is
up to your overall strategy and your marketing
resources to manage various routine activities
using Sugar. Managing manual surveys without a
proper tool, could not only be a tedious
activity but the results could also be
meaningless. HOW THE AUTOMATION WORKS? You can
see the end to end working of our SugarCRM survey
tool using the 30-days free trial. It is easy.
You install Survey Rocket on Sugar and find out
what all you can do for next 30 days. Although,
here in this post, we will aim to highlight some
of the best features of Survey Rocket. While we
walk into the assembly area, we see a bunch of
actions going on simultaneously. And the result
of these collective actions is Automation. In a
similar way, automation is not an action, it is a
collective output of various actions in the
play. Survey Rocket provides an easy to use UI to
set up the software to execute the actions. You
may get a developer to do it for you. Or, can do
it yourself - no development skills
needed. DATA PIPING Ideally, for businesses
that depend on the complete KYC details can
manage their tasks to acquire the remainder of
customer details with ease using this
feature. For a business that needs a
comprehensive buyers persona to manage
segmentation for email marketing and various
other activities can also be merry using Survey
Rockets Data Piping feature.
appjetty_at_gmail.com
5
Data Piping makes it possible to fetch data into
the Survey Form and once there is a response,
feeds new data back to the assigned module of the
CRM. No human effort needed from start till the
end. If you are using a web-based survey tool,
you would be exporting the data from the tool
and then importing it back to the CRM.
Alternatively, you would need an API based survey
tool which can pull push the data from the
CRM. Survey Rocket does that with ease. SKIP
LOGIC An intelligent survey form is one where
the presenter can choose to show a set of
questions based on pre-selected answers.
appjetty_at_gmail.com
6
Above shown is one of the survey forms without
skip logic. Question 1 is the qualifier question
as the survey form is clearly for the married
couples only. The survey needs to end. Or, the
presenter needs to show questions that are
relevant to the unmarried or currently not
married individuals. In the offline world, it was
not possible. Because we used the printed
forms. The technology today permits the
implementation that you can skip certain
questions for the respondents. You can even go
deeper and add skip logic to multiple tiers. Opt
for the 30-days trial of our SugarCRM survey
module and try for yourself. It is so easy
) ADVANCE LOGIC This is where Survey Rocket
beats the competition. To achieve automation, the
real crux is to trigger survey campaigns based
on specific events. Or, to specific segments at
regular intervals. Ideally, by using any
Marketing Automation
appjetty_at_gmail.com
7
software, you would be looking at workflows to
set up automation. Our SugarCRM Survey plugin
does this a little differently. Survey Rocket
gives you the option to add conditions from the
SugarCRM Survey Module. Based on these
conditions, you can set specific rules that
trigger automated surveys. Although it seems
quite simple, this is where the magic really
happens. Because, while setting up the
conditions, you would be able to fetch a lot of
conditional values directly from your CRM without
needing to develop any functionality. In a
CRM-Independent Survey Tool, it is possible to
set up event-based triggers only if you set up
the integration between the tool and the CRM.
There could be workflows available which could
be multi-level deeper. Based on the actions of
the user, these workflows can trigger multiple
events. The entire workflow operation is crucial
to having a fully integrated marketing
communication. However, Survey is a basic form
of communication. And, it requires automation
from the data or the event-based triggers. The
primary requirement is to send a feedback form
after a specific period of order fulfillment, or
closing the support ticket, or any similar
event. Using Survey Rocket, you can set up
conditions (such as) to define total spend by
the customer and configure a specific survey
template to those set of customers. SURVEY
SCORING To be able to rate the customers based
on the responses is indeed a luxury. For an
organization running open polls or market
research surveys, it is critical to rate the
respondents based on their responses. For
analytical value, to judge the response ratio
against the overall responses gives the perfect
understanding of the effectiveness of
survey. SugarCRM Survey Plugin provides survey
scoring functionality. You can assign values
against your choice of responses to the survey
answers. When user
appjetty_at_gmail.com
8
submits the survey response, Survey Rocket
automatically gives the total score for that
customer for the given survey based on the
pre-assigned response scores. Survey scores helps
you understand the effectiveness of your survey,
product, or services. Also, it is in our
pipeline to add Survey Scores as segment. SURVEY
CREATION In my experience as a Marketer,
creating a survey template is one of the most
challenging tasks I had to manage. Designing is
often not a strong trait for the marketing
professionals. Marketers do not always have the
patience or the time until the designer provides
a Survey template. Once the design is ready, an
HTML developer comes in the loop. And it is a
fantastic loop to find oneself lost
into. Therefore, any survey or email automation
plugin you would look for comes with
pre-installed templates. And, if they do not
solve your purpose, the marketers should be able
to create one using drag drop functionality. An
ideal eco-system is where a user-friendly
SugarCRM Survey Tool lets the user add list of
questions, present them in a beautiful design,
and converts it into an HTML. Survey Rocket
comes loaded with a number of Survey Templates.
We aim to create and add templates for specific
use-cases (such as GDPR Questionnaire) from time
to time. Therefore, while choosing Survey Rocket,
you are not going to invest in the current lot
of the features. You would be part of the
community led by dedicated developers to make
the experience of Survey creation and survey
delivery better. POWERFUL ANALYTICS Any product
for the marketing sales domain must meet one of
the key requirements Hunger for Data. For any
investment that directly contributes to revenue
growth must provide visible metrics that leads to
understanding the ROI. Our SugarCRM Survey Tool
is capable to meet a number of complex data
appjetty_at_gmail.com
9

• requirements through the Analytics features. Some
  of the primary reports Survey Rocket features
  are
• Get Survey Summaries
• It is a summary of the Survey. This post-delivery
  report focuses on presenting the highlights of
  total number of surveys sent, responses, and yet
  to respond lists.
• View Survey Transactions
• This is where you will see the first bite of
  comparisons. This report shows the delivery
  status and survey scores (if integrated) along
  with the other module details of the contact(s).
• Status Report
• This is an analytical report projecting the
  details for a given survey with data of views,
  responses, and yet to respond.
• Question-wise Report and Individual Report
• These reports let the Survey Rocket users take a
  deeper dive into the data. These
  micro-analytical reports help users understand
  the responses by each question and each
  customer. You can access these reports from
  Laptop, Smartphone, or Tablet.
• NET PROMOTER SCORE (NPS)
• We the developers of Survey Rocket, believe
  that scoring of the surveys is a very primary
  tool. And, the enhanced users could make better
  use of data. One of the key applications of NPS
  score is that it helps conduct trend analysis.
  NPS is the overall scoring mechanism of the
  Survey responses and rating the survey responses
  on the scale of 1 to 10.
• To implement NPS using Survey Rocket, all you
  need to do is drag and drop the NPS button to
  your survey template. And, that is all. The
  output email generates the NPS scale from 1 to
  10 for the user to rate against your survey
  question.
• Based on all the responses and total number of
  respondents, you will get an analytical meter
  projecting your NPS score in the reports.

appjetty_at_gmail.com
10
CHOOSE THE BEST FIT Survey Rocket is available
for SugarCRM and SuiteCRM. Moreover, we offer 3
plans and bifurcated features for each one of
these. So, no matter how smaller or
comprehensive your survey requirements are, be
sure that you will find a plan that gets the job
done. Rocket Fuel! When we choose a tool that
supports sales marketing activities, we expect
results. The purpose for that piece of software
is not just to work, but it is to make processes
better - more effective. Survey Rocket is one of
the featuring products on Sugar Outfitter since
a very long time. Since April 2018, we are on
continuous development mode and we aim to keep it
that way. As we remain committed to make the
product better, we welcome to try the product and
share your experience with us. Look forward to
speaking you soon. SURVEY ROCKET 4.0 IN THE
MAKING Our SugarCRM Survey Tool has undergone
three major releases this year. In January 2019,
we are releasing Survey Rocket 4.0. You can
expect some of the out of box features in this
release. Also, the releases will continue for the
better part of the year 2019. For more details,
stay tuned and if you still have not opted for
the trial, go for it now! All product and
company names are trademarks, registered or
copyright trademarks of their respective
holders. Use of them does not imply any
affiliation with or endorsement by
them. Original post https//www.appjetty.com/b
log/rocket-fuel-sugarcrm-survey-integration
appjetty_at_gmail.com