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CRM Software Survey Template

Use this CRM Software Survey template to know how your teammates are using the software and identify the right training opportunities to improve the experience.

Understanding the CRM Survey Template

CRM (Customer relationship management software) permits businesses to effectively manage and develop relationships with customers. This is the reason why the way your business uses this software directly impacts the customer experience.

Use this CRM survey questionnaire to understand how your organization is using the CRM software to manage internal business operations and, thus, employee workload. Also, it will identify the right training opportunities for different teams and get an overall sense of how your CRM is performing.

To create a survey using the CRM survey template, just sign up on Zonka Feedback for a free trial.

How to Use the CRM Survey Template?

Email/SMS Survey: You can send the survey web link to your internal members via email or SMS. You can automate the emails and SMS so they are sent to all or selected customers automatically after you set the trigger condition.

Slack: You can integrate Zonka Feedback with slack to share surveys in this internal communication tool. 

List of CRM Survey Questions

The following CRM survey questions are included in this CRM survey questionnaire:

  • Does your organization use a computer-based Customer Relationship Management (CRM) system?
  • Which CRM system do you use?
  • What key functions do you and other staff use in the CRM system?
  • How well do CRM applications or systems help you in understanding your customers?

Sign Up on Zonka Feedback for free and implement this CRM Software Survey Template in your account to collect feedback from users.

FAQs

What is a CRM survey?

A CRM survey is a feedback form that all contacts or users can take to share their experience with using the software. The insights can be used to understand ease of use, training opportunities, access management, updates, etc. to improve the overall user experience. 

What questions to include in a CRM survey?

Which CRM system do you use?

What key functions do you and other staff use in the CRM system?

How well do CRM applications or systems help you in understanding your customers?

Create and send this CRM Software Survey Template

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