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A financial planning firm collected responses from more than 5 percent of its inbound leads and identified where to improve.
A financial planning firm had no survey solution in Salesforce and only heard from customers after a negative experience.
Leadership wanted to find the parts of the business that needed improvement, and also wanted to measure whether its brand awareness work was reaching the leads it generated.
Simple Survey ships with pre-built reports and a dashboard, so measurement starts without a build phase.
Survey customization let the team design surveys their audience would actually complete, across both customers and inbound leads.
The firm collected the customer feedback it needed and received responses from more than 5 percent of its inbound leads.
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