Customer Satisfaction Surveys

Customer Satisfaction Surveys2018-10-10T13:17:20+00:00

Challenge:

Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.

Solution:

  • Using TAP, survey forms can be customized on a general or per-project basis, and include embedded personalizations.
  • Forms can be housed on a web/mobile web page or embedded in email via integrations with an enterprise’s email marketing platform and other marketing stack components.
  • Workflow can be designed to trigger automated email invites/surveys at completion of a project, calendar points or other designated junctures.
  • Survey results which identify promoter/detractors, etc., can be automatically routed accordingly for appropriate follow-ups.
  • Follow-up surveys and internal reporting can be built into the workflow.
  • Centralized dashboard permits oversight of all survey workflows.

Benefits:

  • Supports efficient, automated sales and customer retention while streamlining these processes and reducing costs.
  • Frees sales personnel from mundane and time-consuming tasks.
  • Errors are eliminated via workflow and survey form standardization.
  • Improves the relationship between enterprise and customer through consistent, personalized engagement.
  • Provides a steady flow of valuable sales and CRM insights.
  • Generates secure workflow audit record for transparency and governance purposes.

What are you waiting for?

Let us help you transform your enterprise with workflow automation that makes sense.

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