Client Needs Survey

Create a survey to find out more about your clients' needs

Your organization successfully serves clients because you adjust your service model based on client feedback. Your current system of collecting feedback is not efficient: clients download a word document, email it back, and then a staff member manually enters the data into your Salesforce.com account.

An automated process to collect feedback would reduce staff time and increase efficiency for clients. You want a solution with functionality to pull data into your Salesforce account in real-time. Many of the products you have seen collect feedback, but few integrate with Salesforce to fit your needs.

With the Soapbox Engage apps, you can set up a form for your clients to provide feedback that pulls the data instantly into Salesforce. Your staff will no longer need to format individual documents, but rather, just make edits to one copy of the form on your website. It will be easy for your clients to access the form and you can customize any fields to ask clients for the exact information you need. Let the Soapbox Engage apps streamline your process for client feedback so you can focus on improving your processes.

Features

Unlimited survey forms
Accidental-techie-friendly form creation tools
Design that matches your website and branding
Complete customization of survey fields
Secure data integration with Salesforce.com

Ready to easily collect feedback from your clients through your website? Contact us and we’ll show you how to create a seamless process today!