Here’s Why You Should Integrate Survey with SuiteCRM


Surveys are the bread and butter for businesses. It is the single most powerful concept that helps businesses get insights into their customers. Thanks to Survey, companies these days know what to do, and most importantly, what not to do! When it comes to building meaningful relationships with customers, Survey are your best bet.

But analyzing surveys can be a daunting task, especially when you have customers in different regions and countries. A simple solution to such a predicament is to use a SuiteCRM Integration with a survey software. This will effectively bring the Survey functionalities inside your SuiteCRM and help you transfer Survey and run analysis from one single platform. Since your SuiteCRM also includes all customer data, simply select contacts and the Survey will be on its way.

Let’s look at a couple of ways how this integration could do wonders for your business.

Improve Customer Retention

One of the most common reasons why companies lose customers is because of insufficient research on the part of the companies. There could be multiple reasons that could result in a customer dissatisfaction and companies often don’t have a clue of what they are. A simple periodic survey could solve this problem. Companies have customer data inside the SuiteCRM, all the leads, clients, and recurring customers. Simply send out a survey through email and find the responses delivered into the SuiteCRM. You can even sort customers based on a number of variables and further diversify your analysis. The feedback can be funneled through SuiteCRM reports for easier interpretation.

Automated Triggers

Automation is one of the hallmarks of a SuiteCRM software. From sales pipeline to marketing processes, automation glides through it all. We can take automation one step forward and incorporate survey drives with it? It’s pretty simple. All you have to do is put triggers inside your SuiteCRM e.g. after a customer call, ordering product, renewal or cancellation. As soon as one of these actions are completed, the SuiteCRM will automatically send out a Survey. The benefit of such a process is that you no longer need to schedule surveys at specific times of the year. The customer insights and analysis continues as a year long process and you can find the necessary data by simply putting filters and exporting reports.

Increase Sales

By incorporating a survey in your SuiteCRM, you can easily use it as a first step in your lead generation and nurturing process. What this will do is give you an indepth look at your lead’s requirements and demands, equipping your Sales team will the exact information to convert the lead into a customer and beyond. The opportunities are endless, you can also use surveys for competitive market research, analysis, and hunt for opportunities.

Top Survey Platforms

Now that we’ve established the relevance and importance of surveys in SuiteCRM, let’s take a look at some of the top survey software in the market. Each software comes with its own set of pros and cons but the basic functionality is the same in each of them. Deciding on which to buy would certainly depend upon your company needs, processes, and long-term goals. All of these survey platforms can be readily integrated with your SuiteCRM.

GetFeedback: Provides real time analysis and alerts along with beautiful, branded surveys to optimize and increase customer responsiveness

Formstack: Includes extensive storage database sufficient for large multinational conglomerates. Formstack can be used to collect payments and leads, besides surveys.

SurveyMonkey: SurveyMonkey is one of the most popular cloud based survey platforms with free, customize-able surveys along with back-end functionalities i.e. sample selection, bias elimination and more.

RT Dynamic is a SuiteCRM official partner.Get in touch for a free consultation session to analyze your business needs and find the perfect SuiteCRM modifications for your business.

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