SMART SURVEY

Capture valuable input from customers and prospects using custom surveys that integrate results instantly in your GoldMine CRM system. Smart Survey provides a comprehensive survey solution that can be used for one on one or large audience surveying. Trigger surveys based upon actions and results tracked in your GoldMine system. Results are instantly added to a special survey tab as your recipients complete the survey. Seamless integration means no upload or download of data is required.  

Your annual subscription entitles you to unlimited surveys to any segment of your database, with no limits on the number of questions or respondents tracked.

AUTOMATED CRM INTEGRATION

Powered by the IntelliClick web service installed on your network server, Smart Survey adds results to your GoldMine system in real time, as responses are posted by your survey participants. Use GoldMine process automation to monitor survey results and trigger actions as issues or opportunities are identified. Results can be easily reviewed through reports and dashboards accessed directly within GoldMine.

SPECIAL FEATURES

Survey Builder

A form builder application is included to make it easy to create your survey. You can apply various field types like drop down, radio buttons, check boxes and text fields. If desired, logic can be applied to the flow of your form to determine what fields are displayed based upon responses provided.

Workflow Automation

Your survey can attach workflow automation once the survey is completed to allow other conditions to be monitored and follow-up actions taken. Designated recipients can be notified instantly by e-mail or text message at the time a survey response is completed.

Ad Hoc Or Mass Survey

Trigger emails with a link to your survey to go out individually based upon conditions within your GoldMine system. An example could be a client satisfaction survey based upon the completion of an appointment or other actions taken. Target a segment of your database to quickly reach out and obtain their input using an email campaign.

FEATURES & SERVICES INCLUDED

  • Survey Form Builder
  • Integration Web Service For GoldMine
  • UNLIMITED Surveys
  • UNLIMITED Contacts Monitored
  • UNLIMITED Users
  • Survey Result Tracking For ALL Contacts
  • On-Demand Reporting & Dashboards
  • User Training
  • Assistance With First Survey Preparation
  • Optional Survey Preparation Services

CONTACT US

Inquiry Form

IntelliClick Software

Toll Free (USA): 888.827.5628

International: 847.291.7320

United Kingdom: 01454 316800

Email: info@intelliclicksoftware.com