Skip to main content

Field Marketing Software: How to Execute a Successful Customer Survey


The customer satisfaction survey is one of the most important sources of feedback providing companies with the ability to get the data customers’ feelings about products and services. Having that kind of data enables companies to improve customer service and better meet customers’ needs.

Field marketing software provides fast and accurate data collection, allowing automated data entry. All customer survey data is automatically transferred to corporate database and is available for integration with company’s back-end system, export or analysis. Mobile forms allow collecting data very quickly eliminating paperwork and minimizing mistakes.


To execute a successful customer survey using a field marketing software solution, follow these three simple steps:

1. Develop the questionnaire – A successful survey starts with thinking over the right questions. Answering survey questions takes customers’ time, so they should at least feel that it’s not waisted. A good question uses clear simple words, directly explaining what a company is trying to find out. The questions should cover the most important aspects of customer experience with a company or a product. The survey should not be too long, or contain too many open-ended questions. Whereas free-form text fields are still important, providing the information that you may not have requested, this is a great way to end the survey.

Field marketing software allows developing various kinds of questions for everything that has to be find out, with different types of answers, including text, photo, number, multiple choice, electronic signature. Using powerful task builders you can create a survey in just a few minutes, supplementing it with notes, attachments and all the information your field reps need to interact with customers. Due to automatic synchronization all the tasks are instantly in your reps’ tablets and smartphones, ready to be performed.

2. Conduct the survey  To get actual feedback, it should be collected at the moment of experience, best of all at points of sale. To engage customers with a survey, a rep should make them feeling helpful explaining how their feedback helps the company to perform better. To avoid customers’ frustration during the survey it’s better to pre-indicate the amount of time that takes to answer the survey questions. 

This stage is the high point of field marketing software. Due to automated data-entry it takes several times less to conduct a survey using mobile data collection forms, comparing to traditional paper-based surveys.  Besides, using the up-to-day methods of data collection improves customers’ perception and the image of the company. Using the efficient and easy-to-use tools to perform customer survey drives positive experience of field reps interaction with customers. 
    
3. Analyze the results – Successful companies gather customer survey data not just to be informed, but also to act on it. The actions, which are taken because of the surveys, aimed at resolving the problems, identified by customers. The sooner the issues are resolved, the more chance is for the company to earn a good reputation, leaving customers with the confidence that their opinion is valued and always stands a call to action.

Field marketing software provides real-time data workflow. All the information, collected by field reps at points of sale, is automatically transferred to the corporate database and is available to managers for analysis. This allows reacting on customers needs and requests very quickly, creating an image of a customer-driven organization.


When coupled with sophisticated tools for mobile data collection, regular customer surveys allow companies to achieve the highest levels of customer satisfaction and loyalty, translated directly into opportunities to increase sales and improve their overall performance.


VisitBasis offers a field marketing software solution that is affordable to any company and extremely easy to implement. Just register account at www.visitbasis.com to get your free access to our field marketing software and you’ll be up and running in just a few minutes.

Comments

Popular posts from this blog

Implementing Sustainable Merchandising

In the factory-to-customer cycle, merchandising is one of the most wasteful processes. From the fuel consumed by field reps to the amount of paper used in traditional audits and surveys, on top of promotional and seasonal displays, it is easy to see why merchandising is considered “eco-unfriendly”. A field merchandising app can make a world of difference when it comes to sustainability. By adopting a field merchandising app, CPG and FMCG businesses can expect the following: Virtually eliminate the use of paper in in-store activities such as planogram checks, audits, surveys, and orders, among others. A state-of-the-art field merchandising app will also allow for instant access to the data collected, slashing the time and cost spent on data entry. Considerable savings in rep travel time and fuel thanks to the route optimization functions of field merchandising apps that automatically calculate the shortest store rounds. A cross-platform field merchandising app will all

Cloud for Retail Execution: Make Away with Data Storage Costs

Why Go Paperless? In order to store 2 million paper documents, an organization can expect to spend between $40,000 and $60,000 on filing cabinets alone. Those same files could fit on fewer than ten CD-ROMs (Business Guide to Paper Reduction) . If we assume that a filing cabinet uses from 6 to 20 square feet of space and the office space costs $23 per square foot , the space for a one filing cabinet will cost a company $1656– 5520 per year .   How to Go Paperless? When you choose paperless data collection your data storage costs can be significantly reduced or even brought to zero. Digital data collected using mobile forms require much less space than paper sheets and therefore cost less money. With the development of mobile technology you don’t need CDs or any other data carriers to store and access your data. More and more companies opt for Cloud storage. The price of Cloud storage starts at $0.01 GB per month and the average number of MS Word pages per GB is 64782.

Solving Information Loss in Merchandising Once and For All

Information loss used to be an inevitable consequence of retail merchandising. With many field reps performing a number of tasks on each one of the stores in their individual territories, it is easy to see how the amount of data collected on the field grows exponentially and is, therefore, increasingly difficult to handle and more subject to information loss. Mobile merchandising software  is the ideal solution to information loss in retail merchandising. When businesses implement a mobile merchandising software solution, they prevent information loss in the following stages of data processing: Data collection It is easy to see how information can get lost in traditional pen-and-paper merchandising. With mobile merchandising software, field reps perform tasks such as filling out forms and taking pictures in their mobile devices, leading to less misunderstanding and mix-ups. Data transcription With mobile merchandising software, there is no data transcription. The information goe