Sugar CRM Survey Rocket Plugin

SugarCRM is one of the most widely used customer relationship management solutions because it provides a vast array of benefits. Not only can it be integrated into numerous third-party applications, but it enables managers to track sales processes and can be accessed via mobile devices.

It is worth mentioning that the tool allows some interactions with the leads and customers via social networks like Facebook, LinkedIn and Twitter. Moreover, it lets you synchronize contacts from various email services like Yahoo! Mail, Gmail, Outlook and other servers that rely on IMAP. Then again, sometimes you just need a bit more so you can understand your customers and meet their preferences and demands.

Survey Rocket For SugarCRM is an addon for SugarCRM that allows you to conduct online surveys directly through your CRM system. Depending on what you need, you can create simple queries or advanced surveys just as easily. You will be happy to learn that the tool provides a few readymade templates based on the GDPR policy for Targets, Leads and Contacts modules.

Since your audience may or may not be into surveys, you can try to make things as simple as possible for them by designing multiple question types or polls. In fact, you can allow multiple submissions in cases where customers are allowed to respond multiple times.