Surveys

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:

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, please contact us by email: help@casafaricrm.com