How to Create Quality Surveys

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How to Create Quality Surveys

• A CRM survey is undoubtedly an important tool for
  a brand. It helps you understand your customers
  perspectives and engage with them better.
  However, if your surveys fail to relate to your
  audience, they wont serve its purpose of
  collecting quality responses and actionable
  information.
• Now the question arises How to create surveys
  that actually serve that purpose?
• The answer is an efficient CRM survey module.
  There are a number of CRM survey modules
  available but there are factors you need to
  consider to make an ideal choice. Weve listed
  them below.
• Qualities of an Ideal CRM Survey Module
• 1. Data Piping
• Data Piping is the movement of data between CRM
  and surveys.
• Forward Data Piping
• Forward data piping is the movement of data from
  CRM to surveys. It auto-fills several recurring
  survey fields like name, DOB, address, etc. The
  survey-takers need to fill a comparatively lesser
  number of fields making the survey shorter and
  easier to complete. As a result, the survey
  completion rate goes high.
• Backward Data Piping
• Backward data piping is the movement of data from
  surveys to CRM. This feature saves you from the
  hassle of manual filling of survey data every
  time and reduces both your efforts and time by
  auto-updating CRM fields.
• 2. Skip Logic
• Skip logic is the logic a surveyor uses to
  redirect survey-takers to only relevant
  questions. This makes the survey data relevant
  as it weeds out all the irrelevant questions for
  survey-takers. Hence, this feature helps keep a
  survey flow relevant.

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• The very first question of this survey will be
  something like Shopped at our store for the
  first time?. Based on YES or NO from the
  respondent, the survey will redirect them to the
  next relevant question.
• This is just an introductory example of Skip
  Logic. You can branch questions based on
  conditions to make it more relevant further.
• .
• 3. Survey Reporting
• Survey Reporting helps you properly analyze your
  survey responses. There are a number of advanced
  statistical reports that help get better
  insights.
• Status reports show the number of survey-takers
  and help plan stronger individualized strategies
  to increase survey respondents.
• A question-wise report gives the number of
  individuals who have answered a particular
  survey question. This count gives the relevance
  of a particular question and helps assess the
  overall survey relevance.
• An individual report gives data like individual
  responses to questions, the date of sending and
  receiving the survey. It helps you find out the
  level of engagement of an individual with your
  brand and what they think about your brand.
• A cross-tab report helps compare survey results
  of two or more surveys. A higher survey response
  rate in the subsequent surveys shows your surveys
  are on-point and engaging. On the other hand, a
  lower response rate shows something is amiss and
  that you need to find and rectify.
• Survey Automation
• S urvey Automation Software is the process of
  automating survey workflow. It lets you predefine
  several conditions and events Instead of
  creating a survey and sending it manually after
  an event or based on a particular interaction
  with the customer. Your CRM will auto-send
  surveys after a condition is met or an event
  occurs.
• For instance, if you have specified the purchase
  of a product as an event, CRM will auto-trigger a
  survey after a customer makes a purchase. This
  survey can help you understand how the customers
  found the overall purchase flow.
• Moreover, it saves you from the hassle of having
  to keep track of sending a survey to every
  customer after any such event. With the ability
  to gather much essential feedback from customers
  at the right time, you can stay on top of the
  management of your customers satisfaction and
  needs.
• Net Promoter Score
• A Net Promoter Score (NPS) survey helps you
  differentiate between promoters, detractors, and
  passives.
• Generally, it is a single question survey where
  you ask customers to give a rating to your
  products/services between 1 and 10. Customers
  giving ratings up to 6 are detractors, 7 or 8
  passives, and above 8 promoters. The total
  count of promoters is your Net Promoter Score.

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It helps you know your brands image. And
further, help make strategies more effective to
convert passives and detractors into promoters.
Sometimes, you can also include an additional
open-ended question to ask customers for their
suggestions for improvement, if any. h
ttps//www.appjetty.com/survey-templates In a
Nutshell Sending surveys is a highly valuable
means to collect customers viewpoints. But a
good survey demands a good CRM survey module
based on your CRM with features discussed above.
For example, if you Sugar CRM then you can opt
for the SugarCRM survey module. Only after
ensuring your survey module has all these
features, your surveys can become a
standout. Summary Sending surveys is not enough
to get the results you want. You want to be
equipped with features like skip logic, data
piping, and more. Read more to learn why