Surveys for Microsoft Dynamics CRM 2011

Surveys for Microsoft Dynamics CRM 2011

ClickDimensions makes it easy to create surveys with our drag and drop survey designer. The surveys may be emailed to Leads, Contacts and Accounts and may even be linked to Case records. Surveys may also be posted as pages so they can be completed by Anonymous Visitors. When a respondent completes a survey all the data the visitor submits is linked to their CRM record.

Simple Survey creation process

Create your questions, drag them onto a page and make it look how you want with a custom header, footer and confirmation message. That's all it takes. ClickDimensions drag and drop survey designer makes it easy to create surveys without having technical skills.

Configure flexible questions

Create various types of survey questions including rating scale, list, single-select (radio Button), multi-select (check boxes) and text. Arrange the questions however you want on the survey.

Skip Logic on survey questions and pages

ClickDimensions surveys have configurable skip logic at both the page and question level. This allows you to skip past individual questions or entire pages of questions based on which responses the respondent chooses. Configuring ClickDimensions skip logic is simple and flexbile

Style your survey page

Easily configure your survey page header and footer to have any look and feel you desire using our 'what you see is what you get" editor. Configure any confirmation text or HTML to be displayed when the survey is submitted.

Easily automate processes based on survey responses

When someone completes a survey you can easily automate processes based on certain responses. For example, if you ask the respondent to rate your service on a scale of 1 to 10 you can use CRM workflow notify people internally of any rating below a certain threshold.

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