Surveying contacts from VTiger makes a lot of sense.  Every time you finish a sales transaction or a trouble ticket you can use workflows to trigger an email with a survey link included.   It’s a great way to get systematic feedback from your clients.

It’s easy to create a survey in surveymonkey and send that link out embedded in the email.  Periodically, you can look at the survey results in survey monkey reports.  That is great, but it is difficult to see who each responder is and harder to coordinate responses.

By setting up an html survey page to pull the responses directly into the vtiger contact record you reap a lot of benefits:

  • you can use workflows to trigger targeted, urgent responses to negative ratings
  • you can use workflows to notify the team of very positive responses
  • you can use vtiger reports to slice and dice your analysis on important variables like:
    • average satisfaction rating for each employee
    • average satisfaction for each client/company
    • average satisfaction for each product