Surveys (Ideas & Templates)
Surveys can be very helpful within the CRM. Adding an automated email with a survey link can be used in any process and the direct feedback from a customer can be invaluable, and occasionally, maybe a customer can be saved if they had a negative experience.
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A survey can be added to an Internet process to act as a quality assurance check. Placing a survey with the intent to get direct customer feedback is the primary goal, but the fact the customer is replying to the survey indicates they are more engaged than a customer that may not have responded to any emails or filled out any surveys. Check out the Quality Assurance Survey by following this link.
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There are numerous types of lost surveys that can be sent. A highly generic survey that just requests a customer to give us direct feedback no matter why the opportunity was lost, or we can set up a survey to be highly specific based on the reason for being marked lost. Check out the Lost Surveys by following this link.
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