Your Survey Parts Key to Voice of the Customer in Microsoft Dynamics 365/CRM

Voice of the Customer is a great tool User can take advantage of to gather the feedback and information they need about their customers to improve and thrive.

This key will walk you through every part you should know when using surveys in Voice of the Customer.

1. Section: For creators, this is a new section for questions for you to build in.
2. Short Answer: For customers, this is a short fill-in-the-blank, typically one-word answer.
3. Long Answer: For customers, this is a multi-line fill-in-the-blank, that may require a few short sentences in a response.
4. Rating: This is a simple rating tool for customers to indicate their rating on a scale of 1, to 10, for example.
5. Single Response: This refers to a question where the customer can answer with a single response.
   

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6. Multiple Response: This refers to a question where the customer can answer with multiple responses. For example, you may ask what CRM systems they have used in the past, and they may indicate they have used only Microsoft Dynamics 365/CRM, or Dynamics and others.
7. Date: This refers to a question where customers must fill in a date, such as their date of birth, or perhaps the date they first started working in CRM.
8. Descriptive text: For creators, this refers to a descriptive text field such as a place where you may fill in a welcome message, or describe the purpose of the survey.
9. Numerical Response: This refers to a question where a customer must answer with a numeric value.
10. Ranking: This simply refers to a ranking field, where customers may rank you on a scale of 1, to 10, for example.
    

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11. Net Promoter Score: This is a new and exciting survey part in Voice of the Customer. It simply calls for customers to answer the question – How likely are you to recommend my company to a friend?
12. Customer Effort Score: This survey part of Voice of the Customer calls for your customers to answer the question – How much effort did you personally have to put forth to handle your request?
13. CSAT: This refers to your Customer Satisfaction Score in your survey.
14. Smiley Rating: This is a fun survey part that allows customers to rate you with smiley faces!
15. List of Ratings: You set a list of different rating names and set rating image from a list of other options for customers with this survey part.
    

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16. Single Rating in Columns: This allows customers to choose on “rating” per row.
17. Multiple Ratings in Columns: This allows customers to choose multiple ratings per row.
18. Fixed Sum: This survey part lets creators assign a number for each row, and the designer totals your score for you as a result.
19. Upload File: This gives customers the ability to upload a file to the survey. So, for example, you may ask for their headshot to use with a testimonial you ask for as part of the survey.

Get the full Voice of Customer demo, including more tips on building survey sections, sending out surveys, and more when you watch Ledgeview’s July 2018 User Group Webinar.

Watch the on-demand demo here.