Importance of Data Piping in Creating Surveys

Importance of Data Piping in
Creating Surveys
For any business to run smoothly, it is important to conduct research and
garner information from potential customers, regulars and consumers.
Some of this information is collected before introducing products in the
market and some after the products are launched. In any of these
scenarios, customer feedback stands of major significance.
Surveys are one of the well-accepted methods when it comes to gathering
customer feedback. But creating surveys can come with a lot of
complications as one has to collect details individually and feed the data in
different fields incessantly until the survey results are achieved. And
thereafter, even if you get the feedbacks, it is difficult to use the data as it
isn’t automatically available in your CRM. To help you get over such
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hassles, we created Survey Rocket which is the perfect survey solution for
Sugar CRM. And the best part about it is, when it is integrated to your
CRM, you do not need a third party integration solution to work with your
Sugar system.
HOW DOES SURVEY ROCKET HELP WITH DATA PIPING?
Data piping involves moving the existing information from the CRM to
survey. It ensures that one makes the most out of a survey built dedicatedly
for SugarCRM. Using ​Survey rocket​, one can pre-fill different survey fields
from the existing CRM data. This process is best known as Forward Data
Piping. It saves all the time and efforts of the sales executives spent behind
filling each module.
Now, there are also times when the survey is given to the respondents and
they edit or make changes to the pre-filled information. Survey Rocket
directly updates and records this information in the CRM database. This is
known as backward data piping.
It is not possible for all survey forms to be generic and have a ‘one size fits
all design’. Survey Rocket can help you to pipe CRM data into specific
survey modules or questions. This creates a better personalization
experience.
WHO ALL CAN BENEFIT OUT OF DATA PIPING?
Every industry needs to make sure that they engage in a quality customer
satisfaction process. And when it comes to customer centric businesses,
there often arises a need to collect information through surveys. Data
piping can be very helpful while creating surveys for the industries given
below:
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Banks:​ Banking surveys should be very easy to create, brand and take
care of all the research needs. Using the CRM, banking professionals can
also create KYC (know your customers) kind of forms for updating
customer data easily. The data gets automatically filled to the respective
survey fields by fetching data from the CRM. As these surveys are run
regularly and changes have to be tracked each time, data piping feature
comes of great help. Be it particular questions related to banking
operations or generic ones, all the information can be fetched/updated in
your CRM through Survey Rocket.
Hospitals:​ Traditional marketing methods are not working for hospitals
anymore. After the term ‘patient-centered healthcare’ has been introduced,
there is a dire need to integrate additional customer information so that the
demands of patients can be taken care of. Data piping will help you to have
more of evaluated information by offering convenience and save a lot of
time.
Insurance companies:​ Insurance agents need to adjust to customer
needs from time to time. Survey Rocket’s data piping feature helps insurers
to gain data in a more comprehensive way and helps them to retain loyal
customers by providing substantial results. By fetching customer data from
the gained survey results, insurers can make significant enhancements in
service and sales, and take care of client expectations as well as priorities.
How often you use the data piping feature of Survey Rocket totally depends
on the kind of industry you belong to and the type and requirements you
have.
THINGS TO REMEMBER
In order to enable the data piping feature while creating the survey, the
CRM admin has to choose particular modules from Leads, Contacts,
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Accounts and Targets. If there are changes made to the data piping
module while creating the survey, all map fields will be reset.
A STEP BY STEP INSIGHT
Given below is the basic flow of creating surveys using the data piping
feature.
● CRM admin can create survey forms by using data piping.
● As a part of data piping, CRM fields are mapped along with questions
included in the survey form.
● You can send the link of the survey via email.
● Customers click on the survey and update their information.
● Customers can see all the information in the survey which is pre-filled
and is mapped by CRM admin from the records.
● Customers can fill the survey, make the necessary changes and
submit the survey.
● New information provided by customers gets automatically updated in
different CRM modules.
● Admin of CRM can view survey reports and get all the new
information and data entered by customers.
● Thereafter, they can resend survey to a particular customer and
request him/her to fill the survey again if the need be.
Survey Rocket is a robust solution which empowers your CRM and
provides valuable data through the surveys you conduct. By using it, you
will be able to know the preferences of your customers and obtain feedback
to build successful business strategies. Data piping is just one of its
features. Check out all the features of Survey Rocket and let your CRM
data help you in your feedback mechanism.
Orginal Post :
https://www.appjetty.com/blog/importance-data-piping-creating-surveys
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