The Advantages of Custom Tasks & Surveys

by | Oct 4, 2023

Sales force automation (SFA) systems have become indispensable tools for businesses aiming to streamline their processes and enhance customer interactions. One key feature that sets apart a robust SFA system is the ability for organisations and managers to create custom tasks and surveys tailored to their specific business needs. In this blog, we will explore the advantages of leveraging a sales force automation system that empowers their users with custom task and survey creation capabilities.

Differentiating Tasks and Surveys

To fully understand the benefits of custom task and survey creation, it is essential to differentiate between tasks and surveys. In this context, a task refers to a specific activity or action that must be performed by a field representative before, during, or after visiting a client. Tasks can include completing forms, submitting reports, taking pictures or gathering specific information to facilitate the sales process. On the other hand, a survey comprises of a set of questions designed to gather customer responses, opinions, or insights regarding their sales requirements, interactions and experiences.

Benefits of Custom Task and Survey Creation:

Enhanced Customer Experience
By tailoring surveys to capture specific client feedback, businesses can gain a deeper understanding of their customer satisfaction levels, preferences, and pain points. This information enables personalised service delivery, leading to a better overall customer experience.

Streamlined Sales Processes
Custom set tasks ensure that field reps follow a standardised workflow. This minimises errors, reduces paperwork, and accelerates the sales cycle, leading to increased efficiency.

Data-Driven Decision Making
Surveys tailored to industry specific clients provide valuable product insights and data, empowering businesses to make informed decisions specific to each industry. By analysing customer responses, sales teams can identify patterns, trends, and opportunities for growth.

In today’s competitive business landscape, a sales force automation system with custom task and survey creation capabilities is a game-changer. The ability to ask the right questions at the right time and gain valuable customer insights empowers businesses to improve efficiency, enhance customer experience, make data-driven decisions, streamline sales processes, and foster collaboration. By leveraging the advantages offered by custom tasks and surveys, organisations can drive sales growth, build stronger customer relationships, and stay ahead in the market.