Let me give you an example of what we've made and what we want to add:
One of the most critical things to do for closing a deal, is to respond very quick to customer's needs. Our clients have realized that by sending just-in-time surveys is a great way to succeed. So when we saw that MW has a Survey mechanism we integrated it with our CRM (in many ways). For example, we already had an automation mechanism with which we can create automated workflows with specific actions.
With the integration we made, when a new deal is created and its stage becomes 'New' our CRM sends a Survey (see
image 1 with the Workflow action) with the appropriate email template we've set (see
image 2 with the details we can choose).
For every stage we can program our CRM to send specific Survey with specific email template. Of course we can collect each survey response and show this in each Contact's or Organization's record. We can even add points to Contact/Organization if he submits a Survey.
What we now want is to be able to add points based on specific answers a Contact gives in a Survey. Or to import him to our CRM Contacts if he is not already a list subscriber (he should first auto subscribed to a Mailwiz list) and assign him to Sales department for further actions etc.
Image 1
Workflow automation - Send survey based on conditions
Image 2
Workflow action details
