How to Create, Manage & Analyze Survey with Odoo CRM

Customer feedback and survey not only helps companies or businesses in improving customer experience but also aids in developing a new product line like in Apple’s case. Ever since Apple is launched, they never seize to excite their users mainly because they rely on their users’ feedback and offer products accordingly. Unlike this, Dell has seen a global backlash for not listening to its users’ feedback in 2015, for the poor device security. According to research, over 40% of companies are not using survey techniques and the one that does, have seen a drastic increase in revenue like Hyatt and Uber, e.t.c.
From the above discussion, you can estimate how many benefits feedback offers. Therefore, in this article, we have provided a brief overview of when to use a survey and how many types of the form you can opt for after getting your CRM customized by certified Odoo Consultants. Also, we have highlighted the key features of the Odoo Survey that you can use to create the intuitive survey, feedback, and appraisal form. You can also opt for third-party application integration such as Google Form, Gravity Form, SurveyMonkey, and Typeform with Odoo.

Also Read: How and Why Open Sourced is Better Than Closed Source ERP System

Why Survey Is Important & When To Use It?

Unlike in the past, customers are more informed and have higher expectations from companies. There is factual proof of this assumption, before buying any product, users tend to conduct a self-research and actively look for social proof either in the form of rating, customer review, and case study. Moreover, they have dozens of options to choose from, so, the moment you loos touch they will move. In such a situation, only surveys and feedback from the customers can help you with the insights such as what customer needs, are for product or service improvement, and usage concerns. There are many types of forms you can use, for pre-marketing and buyer persona search, you can conduct a demographic or psychographic survey to identify the usage pattern and need. Along with this, you can use lead generation, product satisfaction, and feedback form. Also for sale analysis, you can send a feedback form to the buyer inquiring about their reviews about the delivery, behavior or customer support, uber driver’s driving, and product efficiency. etc.

At the same time, you need to be cautious, because satisfying every customers’ need is virtually impossible like in the case of Timber Land. In a nutshell, they said that going after many customers left them resonating with none.

The key to effectively using a survey is dependent on the purpose you have in mind. For market research, you have to go for the survey. Similarly for new product development or for product updates to can leverage the feedback form.

 What Odoo Survey Offers?

Odoo is one of the many open-source applications available online that offer CRM and ERP services. It has over 40 applications that are pre-integrated with its suits and offer 360-degree assistance. Odoo survey is one of those applications that can be used with marketing suit. Like other applications, it offers easy to use interface by using which you can create dozens of surveys and analyze the results without leaving the system. Some of the key features it offers include:

Learn More: How To Choose the Right Odoo Partner?

1. Designing Features

In this stage, you can use the features available in the form to design a form from scratch. You can add questions, select options type e.g. text box for an open-ended question, give numeric, date, and time options. You can also choose to ask for multiple options. The best of this is you can use the survey efficiently as an intellectual assessment tool where you can assign score the questions and the options it carries. Also, you can set a certain percentage passing option, upon clearing which they will be sent an automatic certificate by email. This makes survey applications highly useful for nearly all industries.

Here you need to vary its length too. Since customers are short on time, therefore it is recommended that you opt for clear options and short questions. Also, ensure that your survey doesn’t have an unnecessary open-ended question and asks for excessive personal information.

2. Test

For any survey, you design, make sure to conduct a test to know how everything is working. Simultaneously, you should also opt for A/B testing of the survey, especially if you are about to disseminate it for marketing and after-sale experience analysis. Here you can send the form to your suede email and try filling it out or you can ask your college to participate in the testing.

3. Share & Collect

The next feature offered by Odoo is the survey and form share option. It can be automatically optimized to match every screen dimension. Moreover, it is pre-integrates with 04 Odoo applications such as marketing automation, website, blog, and email marketing app. You can even design and automate the feedback campaign with the help tags and show a customized ‘Thank You’ page with instructions of results.

4. Analysis & Reporting

Lastly, Odoo Survey offers a comprehensive reporting dashboard, where you can view the complete details on the respondent, the review you get and share the results with marketing and sale teams. Moreover, you can reach out to Odoo Consultant to integrate or optimize the dashboard, at any point, you find the configuration impossible to customize.

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Parting Words

Designing the right survey or feedback form requires expertise that helps the company in setting the right tone and following a professional style so that the user can know the survey is from you. To do so, you can integrate dozens of pre-build applications offered by Techloyce such as Odoo SurveyMonkey Integration, Odoo Gravity Forms Integration, Odoo Google Forms Integration, and Odoo Typeform Integration. To know more about survey creation and form optimization you can reach out to us anytime by filling this form.

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