Want to help your sales, marketing and success teams provide better customer experiences? Admins of platforms such as Salesforce and Zendesk often wonder how to help their cross-functional stakeholders gather, analyse and act on customer feedback. This toolkit provides the blueprint on how to use feedback to optimise your CRM software and empower your customer-facing teams.
How do I ensure that customer data is clean and actionable?
How do we optimise our CRM to ensure that teams are more effective?
Are you looking for the right survey tool? Or one that integrates with your existing tech stack? Your teams can pair your existing customer data with our sample survey templates to start collecting feedback from your customers right away.
Find out if your customers had positive experiences with your support team.
See templateFind your department’s strengths or where there’s room for improvement.
See templateSurveyMonkey is not only easy to use, but it’s also the world’s leading survey platform and powerful enough to help you measure what matters.
Features to help you accomplish goals
Your business is constantly changing. Our features can help you pivot when you need to.
Integrations that make work easier
Integrate your survey data with the apps you use every day.
Or, find new ways to reach your customers, employees and peers.
Our most popular integrations are:
Support for when you need it
Get the support that your team needs to launch feedback programs with ease.
Here’s how SurveyMonkey can help:
Here are some common mistakes and best practices for how to avoid them.
Looking for ways to optimise your CRM and ensure that it meets the needs of all customer-facing and back-office teams? Here are some things to avoid:
Choose tools – including survey platforms – that have flexible integrations with your CRM. And ensure that you have internal expertise to support deployments.
Test surveys about your CRM on a few people to make sure you are getting the type of information you want. Changing questions further down the line will skew your results.
Balance the needs of now with the needs of the future. Don’t bolt on solutions that solve a problem today but impact scalability down the line.
Want to know what customer support experts suggest? Check out these tips for maintaining a successful feedback programme:
Gathering feedback from your internal stakeholders will have a huge impact. You can change people’s work experience by learning where you can automate CRM workflows and processes to really make people’s lives easier.
Collect data as things are happening. The further removed from their experiences people are, the less accurate and impactful their feedback might be.
Have a clear sense of what you want your survey to accomplish and how the information you gather will be used to optimise your CRM deployment.
Get an individual plan with features that suit your needs, or create a team instead.
Learn more about our solutions and schedule a demo.
Explore our customer satisfaction survey templates to rapidly collect data, identify pain points and improve your customer experience.
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