Want to help your sales, marketing, and success teams provide better customer experiences? Admins of platforms like Salesforce and Zendesk often wonder how to help their cross-functional stakeholders gather, analyze, and act on customer feedback. This toolkit provides the blueprint on how to use feedback to optimize your CRM software and empower your customer-facing teams.
How do I ensure customer data is clean and actionable?
How do we optimize our CRM to ensure 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.
Identify the percentage of customers who would promote you.See template
Map customer satisfaction scores to customer records in your CRM.See template
Understand how happy your company is with your CRM and how to improve it.See template
Find out if your customers had positive experiences with your support team.See template
Find your department’s strengths or where there’s room for improvement.See template
Understand how users feel about a software implementation.See template
SurveyMonkey is not only easy to use, it’s the world’s leading survey platform and powerful enough to help you measure what matters.
Here are some common mistakes and best practices on how to avoid them.
Looking for ways to optimize your CRM and ensure 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 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 down the road 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 road.
Want to know what customer support experts suggest? Check out Want to know what CRM experts recommend? Check out these tips for maintaining a successful feedback program:
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.
Define metrics for support cases and make sure you have the team Have a clear sense of what you want your survey to accomplish and how the information you gather will be used to optimize your CRM deployment.
Learn more about Momentive Solutions and schedule a demo.
Save time and get great ideas with one of our free customer satisfaction survey templates. Get the feedback you need today.
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