Zoho Survey

Our business use case:

• Affluence Financial needs to gather client feedback at the end of a Deal
• They want to gather feedback for the process as a whole, but also for individual Financial Advisors
• They want to store all this info in the CRM

Now, there are many different ways to do it. As we walk through these videos, you’ll probably notice on your own some alternative ways to do it. That’s great!

The goal of this mini-course is to introduce you to Surveys and familiarize you with its ability to gather, store, and organize data.