3 ways CRM surveys make your customer success efforts count

Summary:

  • Integrating survey data into a CRM gives customer success teams a complete view of client health alongside sales and usage data.
  • Automated triggers based on CRM data ensure surveys are sent at the most relevant times, such as after a renewal or support case closure.
  • Centralizing feedback allows different departments to access insights, fostering a company-wide focus on customer satisfaction.

You’ve got ideas.

Big ideas. About new ads, products, marketing messaging, and more. But how do you know whether you’ve got a winning concept that’ll boost sales?

We asked 500 marketing professionals how they know which of their ideas will be successful. And while the vast majority agreed that testing is important, we were surprised at how few had the time and money to consistently test.

Last year, we showed you how SurveyMonkey Audience uses surveys to test new ad concepts before launch. Since then, we’ve been hard at work perfecting our survey methodology to develop a scalable, repeatable process for creating sound concept test surveys for just about anything—including ads, images, book covers, product ideas, just to name a few.

That’s why our survey scientists have put together a comprehensive guide to help marketers and product managers use surveys to quickly test new ideas.

In this guide, we’ll show you how to use surveys to test concepts and perform market research without delaying your launch or breaking the bank.

  • What we’ve learned from talking to marketers
  • Insights on research trends
  • What to avoid when it comes to testing
  • Tips for getting your timing right
  • Best practices for writing concept testing surveys
  • Real-world examples of how big brands use surveys to make decisions
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SurveyMonkey can help you do your job better. Discover how to make a bigger impact with winning strategies, products, experiences, and more.

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Use these 36 user experience survey questions, plus guidance on when a standardized instrument beats writing your own, to find what your product gets wrong.

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Compare every customer satisfaction metric, calculate CSAT, NPS, and CES with examples, and choose the right mix for the touchpoints your team owns.

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Browse CSAT survey examples by touchpoint, see the wording and scales each one uses, and learn why the shortest surveys collect the best data.