Construction & Building Services
Simple Survey

Replacing third-party survey tooling and CSV exports

A home services company removed a manual export and import cycle and gained a feedback channel ahead of public reviews.

Mid-market

Business problem

A home services company had no support feedback channel, so it learned about problems from public reviews. Managing that reputation damage after the fact was an ongoing cost.

The team also ran a manual process to survey customers at all: exporting contact details from closed-won Salesforce opportunities to a CSV, then uploading that file into a separate surveying application.

Solution

Simple Survey collects post-sale and lost-opportunity feedback natively, giving the team NPS and sentiment data inside Salesforce with no export or upload step.

The team hears about a poor experience directly rather than reading about it publicly.

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