SuiteCRM Customer Survey Plugin

Transcription

1 SuiteCRM Customer Survey Plugin Page 1

2 Contents 1 Benefits of SuiteCRM Customer Survey Features Create, Edit or Delete Survey Templates Create or Edit Surveys Add, Edit and Delete Answers and Questions Create & Set Theme and Logo Banner Preview the survey Survey sent to Multiple Recipients with Survey Link Data Retention Reports Multiple Modules Rating field Type Thanks mail to Customers SuiteCRM Compatibility Installation and Cost To Get Started sales@biztechconsultancy.com Page 2

3 SUITECRM CUSTOMER SURVEY Biztech Consultancy provides effective solution in the form of SuiteCRM based plugin which is helpful for entrepreneurs to conduct surveys. It allows user to create questionnaire by selecting date, themes and questions having relevant answers stored in the system. It helps to get feedback from customers about your products and services. Entrepreneurs will get to know problem areas in their products and services which will help to get more suggestions in proving the affected areas. 1 Benefits of SuiteCRM Customer Survey Helps to know about positive and negative perception about the product. Improves customer satisfaction, marketing and sales efforts. Helps to get new ideas about the products and services. Helps to improve quality of customer service. 2 Features 2.1 Create, Edit or Delete Survey Templates User can create, edit or delete survey templates. User can create a new survey template or can create survey from existing template. Templates will help user to easily create new surveys as the format is already created. sales@biztechconsultancy.com Page 3

4 Page 4

5 2.2 Create or Edit Surveys Admin will be able to create or edit surveys. Page 5

6 2.3 Add, Edit and Delete Answers and Questions User will be able to add, edit and delete answers and questions of the survey. User can remove the question if no longer needed. User can add a new question which will help to get more accurate data regarding the survey. 2.4 Create & Set Theme and Logo Banner User can create and set the content, theme and logo banner for the survey. User can create/set theme from predefined ones to change the layout of survey. User can set the logo banner of one s company in the survey created. sales@biztechconsultancy.com Page 6

7 2.5 Preview the survey User will be able to preview the survey before sending it to customers. It will help user to see how the final product will be visible to customers. Page 7

8 2.6 Survey sent to Multiple Recipients User can send the survey to multiple recipients within SuiteCRM system. Below are the modules from which users can send Survey to Multiple recipients: o Accounts o Contacts o Leads o Users o Targets o Target Lists It helps to save time of sending the mail one by one with Survey Link User can send attaching survey link in it. Helps to receive more data from customers as s will be attached with survey links. sales@biztechconsultancy.com Page 8

9 2.8 Data Retention The data collected from survey is stored in SuiteCRM. The data is stored in SuiteCRM for reporting purpose. 2.9 Reports User can view different types of reports generated from survey. User can view questions based, individual user based and collective reports. Individual based report is displayed in grid format. Grid view displays name of person who submitted survey, survey send date, survey receive date, module type and status. Allows user to search records by person s name, status and module type. sales@biztechconsultancy.com Page 9

10 By clicking on person s name link below pop-up will appear. It will display particular person s response. sales@biztechconsultancy.com Page 10

11 2.10 Multiple Modules Each survey will have a module related to it. It will have a survey template module, survey module, survey question module, survey pages module, survey answers module, survey submission module and survey report module Rating field Type Admin will be able to add a question having rating as field type. Customer will be able to give rating to such type of questions Thanks mail to Customers Customer will receive a Thanks mail for submitting survey with submitted answers. sales@biztechconsultancy.com Page 11

12 3 SuiteCRM Compatibility Customer Survey Plugin is compatible to mentioned versions of SuiteCRM: 7.1.*, 7.2.* For more information on the SuiteCRM Customer Survey Plugin, please visit 4 Installation and Cost - We will install the Plugin in the Client s compatible version of the SuiteCRM copy. - We can also customize Survey plugin as per the Client s specific feature requirement. - We are committed to this SuiteCRM Plugin and will be releasing new versions with more enhancements in timely manner. Details Cost Customer Survey $499 + Customization Charge If any 5 To Get Started Contact Maulik Shah CEO, Biztech Consultancy sales@biztechconsultancy.com Page 12

13 Page 13