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MechSoft/CloudOffix
Marketing Cloud · Survey Management

Survey management: create, send, analyse.

CloudOffix survey management brings the whole process, from survey design to reporting, into one place and integrates it with your CRM.

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Why surveys?

Feedback is where better decisions start.

Surveys are the most effective way to gather information about your company from customers, prospects and your own team. The most common type is the customer satisfaction survey: it shows how you are performing, helps you keep customers satisfied and points to processes you can improve.

Build your survey easily with the question types you need, then publish it on your website or on mobile, share it on social media or send it by bulk email.

What is a CRM survey?

Enrich customer data with insight.

A CRM survey is a survey sent to the contacts in your CRM. In CloudOffix, the survey, the contact and the results sit in the same structure.

  • Collect information about new contacts
  • Keep existing contact details up to date
  • Gain insight to serve your audience better
  • Record responses automatically and store personal data in line with regulations
  • Share reports with your sales teams
Features

Higher response rates, a clearer roadmap.

Increase response rates

Use ready-made templates to build simple, engaging surveys that are easy to answer, written in plain language.

Spot areas to improve

Let your marketing and after-sales teams stay in regular contact with customers based on survey feedback.

Build your roadmap

Don’t leave business decisions to guesswork: collect feedback through surveys and make better-informed decisions.

Send NPS surveys

Measure customer loyalty, identify and segment your most and least satisfied customers, and start a dedicated process for those who are unhappy.

Internal surveys

Collect the views of your employees and team members as well as your customers.

Report on survey data

Analyse results easily with CRM reports and get reports specific to each survey.

NPS

Measure loyalty, then act on it.

Segment customers by survey results, automatically trigger the right process for each segment and take your customer relationship management to the next level.

Watch the video

Survey management and Marketing Cloud

See how CloudOffix Marketing Cloud brings the whole marketing flow, from campaign to sale, onto one platform.

Marketing Cloud

More Marketing Cloud features

Marketing Cloud overviewMarketing automationİYS-compliant email marketingWebsite visitor trackingEvent managementLive chatWebsite builder

Try every feature for free

Test every Marketing Cloud feature on your own processes with a free trial.