Discover better ways to exceed customer expectations – Introducing Customer Surveys in Zoho CRM

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Zoho Survey is now integrated with ​Zoho CRM. If your CRM is the lifeline of your business, this integration is the perfect combination to transform customer relationships from direct feedback.

Whether you need to create a simple Net Promoter Score (NPS) survey or a detailed feedback questionnaire, you can get it done in a jiffy. Zoho Survey combines an easy to use interface with a number of question types and, if you need a ready-made survey, use a pre-built template questionnaire as your survey.

Build your questionnaires with Zoho Survey and schedule them for periodic feedback or to gather further information. Results from your surveys are pushed right back into your CRM. Not only are you able to view individual responses of each customer but you also have their entire history of responses in the contact profile.

What makes surveying a paramount need for your business is that you can maintain a consistent feedback loop with customers and your sales reps ​can sharpen their selling techniques. For instance, a sales rep on call with a customer can upsell or engage the customer based on the feedback the customer has provided. The answers from surveys are contextual for each customer which gives the sales rep an edge. How? He has information from the customer on his screen which he can use to engage in a conversation that is relevant to the customer’s response.

Need further reasons to use surveys? Picture these scenarios to see what you could be missing without them.

Recently, your sales rep won or lost an important deal. Do you know the reasons for the win or loss? If you ask your customers, you can measure and improve your service while interacting with the next set of prospects.

Product specialists in your team organize webinars and on-site training sessions for customer groups. Do you know how the specialists fare in their presentations? Getting in touch with the attendees and collecting their feedback helps your teams improve demos, webinars and training programs in the future.

How do you measure the satisfaction score for your brand? Periodically every few months or even once a year, knowing what your customers think of your brand propels improvement, better strategies and on the whole directs you towards providing exemplary customer satisfaction.

Within Zoho CRM, another element of collaboration establishes a link between creating surveys and distributing them easily which you can achieve with Zoho Campaigns. Once you are done creating a survey, you can choose Zoho Campaigns to schedule email campaigns containing the link to your survey.

The benefit of Zoho Survey being integrated with Zoho CRM is summarized in three points.

1.    Create surveys to gather feedback
2.    Schedule and distribute surveys and track responses instantly
3.    View responses contextually inside a contact details page

To know what your customers need, ask! The best way to do it is with Zoho Survey. Create a professional survey today and watch the results roll into your Zoho CRM.

To know more about this integration and setup, attend our webinar on Wednesday, November 5th, 2014.  To register, click here.

Zoho Survey Introduces a New Enterprise Plan for Organizations

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If you want to be the owner of a multi-user group, with the ability to manage permissions for users then, you will love the Enterprise plan. I give you further reason to love it – you, as an admin, need only purchase a single account with Zoho Survey, adding multiple users to your group as required. Read further for more details.

Zoho Survey Enterprise

Manage users
As the admin of a group, you become “all powerful” with permissions. You can add users to your portals from various departments of your organization. For instance, you can create separate portals for the sales team and the marketing team. Use multiple portals to organize your surveys, add users and assign the role of a member or vendor to each user. Read more

7 Tips to Get Bigger and Better Survey Results

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Want better response rates? Here are some quick tips for you.

Tip #1 – Use Zoho Survey
All masters are masters of the fundamentals. Start with the basics. Use a survey tool.

Tip #2 – Create multilingual surveys
While English may be the lingua franca of business, it’s always nice to be able to localize your content.
create multilingual surveysSelect your languages of choice, tweak the translation if you’d like and click to publish! Let your audience pick their language of choice!
translated survey

Tip #3 – Embed Surveys on Facebook
You have fans on Facebook. They have important thoughts and opinions on how you’re doing. Get your surveys to this crowd. Use our built in embedded survey instead of just a bland URL link. Read more

New in Zoho Survey – Analyze survey results in Real-Time with Google Spreadsheet

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Zoho Survey‘s new integration with Google Spreadsheet pushes your survey results to Google in real time. Now you can view and analyze survey responses to your heart’s content in that familiar spreadsheet interface.

ZSurvey-GSpreadsheet integration
Visualize the results in a variety of different ways as they are updated in real-time. Generate custom or personalized reports and share the sheet with anyone. Sharing the spreadsheet gives chosen individuals or teams the flexibility to collaborate with you and work on your reports.
In addition, your spreadsheet is saved on Google Drive so you can view survey results both online as well as offline.

Summarizing the benefits of survey data in Google Spreadsheets
•    View data in real-time
•    Easy to share
•    Access to data both online and offline in Google Drive

It takes only a simple click of a button to integrate your survey results in Google Spreadsheet. You can select whether you want the results in a new sheet or an existing sheet. Results pushed to a Google Spreadsheet lets you share, collaborate, and analyze data. Tell us how this feature helps you.

Zoho Survey – Get in touch with respondents instantly with E-mail Triggers

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Do you need to contact your respondents as soon as they complete your surveys? Ever felt the need to send out a thank you message to your respondents for taking your survey? Well, you can when you set up email auto-responder aka an email trigger.

How does it work?
It  is an auto response mechanism that triggers an email to the recipient,  whenever a respondent completes a survey or when a response meets the condition you set. Here are some ways you could use an email trigger.
•    Thank a respondent for taking your survey.
•    Set it up to receive an email when a survey is complete.
•    Trigger an email to your team or a group of people.

email trigger

Read more

Does your Audience want to take your Surveys?

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“You can lead a horse to water,
but you can’t make it drink.”

You have designed a great survey. You have considered your target audience carefully. Now there is just one little problem: How do you get your target audience to actually complete the survey? If it acts like a chore, it feels like a chore, then it must be a chore. Getting a human being to pay attention to perceived chores is a lot harder than getting horses to drink (or may be we just underestimate horses!)

Test your surveys

 

 

 

 

 

 

 

 

 

 

 

 

So how do we solve that problem? There is no silver bullet – we have to test, test and test.

Read more

Get to know your customers better: Survey to survive competition

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“This town ain’t big enough for the both of us”: Can your brand say this with full conviction to a competitor?

Picture this: You’re the town biggie. Everyone loves you, at least you think they do – enter the new guy. How do you know you stand a chance?

Zoho survey-listenThe same goes for your business and your customers. Do you just think they love you, or do they really?

To stay visible and known to new consumers, you have to depend on marketing to ‘mark your territory’. Your competitor has one thing going for it – its novelty. Combine that with competitive pricing, and you could be in trouble. Can you guarantee that your customers will remain loyal to your brand for long?

There’s only one way to find out: Ask them.  Read more