Tools to help CRM admins improve customer experience
Relying on feedback—directly in your CRM software—can help you scale customer processes.
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?
- What types of customer data do we need to add into our CRM?
- How do we integrate feedback with customer records, reports, or dashboards?
- Is new prospect or customer information being routed properly and updated automatically?
- How do we ensure the right teams have visibility into the right customer data?
How do we optimize our CRM to ensure teams are more effective?
- Are the processes our teams are using actually CRM efficient?
- Which users or teams struggle with manual work and processes in our CRM?
- Are our teams able to build scalable, repeatable customer experience programs using our CRM?
- What other systems should our CRM integrate with?
Survey templates CRM admins can rely on to get those answers
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.
Customer service feedback
Find out if your customers had positive experiences with your support team.
See templateDepartment performance
Find your department’s strengths or where there’s room for improvement.
See templateWhy choose SurveyMonkey?
SurveyMonkey is not only easy to use, it’s 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.
- Advanced survey logic for surveys to work with multiple audiences
- Robust analysis to deeply understand responses and trends
- Recurring surveys that make it easy send surveys on a regular cadence
- Sharing results with others to align on insights and action
- Our AI-powered SurveyMonkey Genius will help you create high-quality surveys with confidence
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:
- We have an amazing support team - filled with product experts that help you leverage the right features to get the results you’re looking for
- Support the way you want it - with phone, email, and live chat options for getting in touch
- Tutorials and video demos - available within our robust Help Center for those that want to explore on their own
CRM admins are among SurveyMonkey users from these world-class brands
Advice from CRM admin leaders
Here are some common mistakes and best practices on how to avoid them.
Common mistakes
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:
Using tools that aren’t natively built for CRM
Choose tools—including survey platforms—that have flexible integrations with your CRM. And, ensure you have internal expertise to support deployments.
Changing the questions if your surveys are already live
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.
Solving today’s problems at the expense of tomorrow
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.
Best practices
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:
Treat internal employees like customers
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.
Survey in real-time, if possible
Collect data as things are happening. The further removed from their experiences people are, the less accurate and impactful their feedback might be.
Begin with the end in mind
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.
Resources that CRM admins and professionals find helpful
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- Manage multiple users and gain visibility into all survey data collected across your organization with admin controls and dashboards.
- Ensure confidential data is protected with enhanced security including encryption, SSO, and features that help you remain compliant with HIPAA and GDPR.
- Make feedback automated and actionable by connecting to key business systems using APIs and powerful integrations, including Salesforce, Marketo, Tableau, and more.
Discover more resources
Customer satisfaction survey templates
Explore our customer satisfaction survey templates to rapidly collect data, identify pain points, and improve your customer experience.
CSAT calculator: Measure and interpret customer satisfaction
Is your company meeting customer expectations? Use our free CSAT calculator to assess your Customer Satisfaction score and drive profits.
Customer Behavior Analysis: A Complete Guide and Examples
Read our step-by-step guide on conducting customer behavior analysis. Learn how to collect data and improve customer touchpoints.
Empowering CX professionals: Using insights to overcome frontline challenges
Empower your CX team with actionable insights! Watch our webinar for expert strategies on boosting performance and morale.
Explore our toolkit directory
Access more toolkits for a variety of of roles
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