More Cool Ideas for Working With Surveys

Now, what can we do with this information?

  • If you’re thinking Deluge, build a function that can relate these Service Reviews back to their respective Deals and Contacts!
  • Build basic Analytics charts to show off what your clients think of your service.
  • Create scheduled reports for each Financial Advisor showing them how their clients feel about their performance.
  • Implement the feedback and improve your services.

Remember, one of the superpowers of the CRM is its ability to store and organize information. It is one, big, relational database. When you begin to collect these Service Reviews and relate them back to Deals, Clients, and Advisors, it becomes really valuable.