Collect feedback from customers and owners.
Through this recourse, you will be able to predict the favorable closing of business and evaluate internal processes.
This feature is divided into 3 areas:
A - Creation of Surveys
B - Submission of the Survey and Evolution
C - Answers and Testimonials
A - Creation of Surveys
1. In the area of Surveys - List - Add New define the Survey Name.
2. Choose the type:
In CRM, you can create the following:
- Viewing: evaluation of the visit by the potential buyer.
- Telemarketing: internal qualification of new leads.
- Property Online: evaluation of the fundraising process.
- Lead Won - Buyer: evaluation of the buying process.
- Lead Won - Seller: evaluation of the sales process.
- Not Used: surveys that are not in use.
3. Establish the type of question to ask using the available Controls.
4. Enter the Question Name and translate it automatically:
Note: For each question indicate whether your answer is mandatory. For the "Options" control, set the possibilities of reply:
You can add, translate, edit and delete these replies.
5. Click on Save.
Texts for email and Surveys:
1. In the option "Text", define the Title and Body of the email that should be sent in the survey.
2. Edit the Description of the survey.
3. You can add a link to the introductory text of the survey. This link should always be added as follows:
<a href=’link’>text</a>
Below is an example of the application of a link:
4. Click on Save.
It’s essential to fill in this information so that the surveys can be sent. The OPT-IN request must be accepted by the client and/or owner of the property.
B - Submission of the Survey and Automation
Viewing
After viewing a property, collect feedback from the potential buyer to know their satisfaction.
Automation of the survey submission:
1. Go to Configuration - General Data - Automation - Survey.
2. Define when the survey should be sent after the visit:
3. Send a copy of the survey submission to the agent. Select the checkbox for this purpose
.
4. Click on Save.
Survey Submission Evolution:
1. Access Events - Events List.
2. Choose a "Viewing" event and check the status of the Thermometer:
The status of the thermometer will be an indicator of the status of the survey:
- Empty: not sent
- Half Full: sent
- Full: answered
Telemarketing
The survey is automatically sent to the telemarketing agent to fill in the information to qualify the lead.
Filling in the survey:
1. Go into Leads/Business - Sales - List.
2. Select the lead and click the button highlighted below to access the survey:
Viewing the completed Survey:
1. Go to Contacts - Buyers List.
2. Select the contact and access the detail.
3. Fill in the survey for the lead qualification, and select the option "Telemarketing Profile".
Property Online
It’s a survey sent to the property owner when the agent put the property visible on the website of the agency.
Automation of the survey submission:
1. Go to Configuration - General Data - Automation - Survey.
2. Define when the survey should be sent after the agent makes the property visible on the website.
3. Send a copy of the survey submission to the agent. Select the checkbox for this purpose.
4. Click Save.
Lead Won - Buyer:
The survey is sent to the buyer after the sale of a property.
Automation of the survey submission:
1. Go to Configuration - General Data - Automation - Survey.
2. Define when the survey should be sent out after the deal is closed by the agent.
3. Send a copy of the survey submission to the agent. Select the checkbox for this purpose.
4. Click Save.
Lead Won - Seller:
The survey was sent to the property owner after the property sale.
Automation of the survey submission:
1. Go to Configuration - General Data - Automation - Survey.
2. Define when the survey should be sent out after the deal is closed by the agent.
3. Send a copy of the survey submission to the agent. Select the checkbox for this purpose.
4. Click Save.
C - Answers and Testimonials
1. Access Surveys - Surveys Results.
2. Use filters for an optimized search:
3. Choose the answer and have access to all details of the survey.
This new is available in the PREMIUM Plan.
For more information, contact us on Chat or send an email to: help@casafaricrm.com