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Field surveys for Creatio

Customer field surveys in Creatio mobile application
Install
Description
Product description

The "Field surveys for Creatio" add-on allows you to conduct field surveys during visits of sales representatives to customers.

Use cases:

The add-on is helpful for companies with field sales that plan to collect customer feedback or conduct research through surveys during visits.

Key features:

  • automatic survey creation based on visit, if questionnaire is setup for the active field sales rule;
  • step-by-step question view during survey;
  • additional posibility to add comment or attach photo to the every answer;
  • different answer types in questionnaire - single choice option, open-ended answer, logical and number.

Notes:

  • Field surveys are carried out in Creatio mobile application only.
  • One survey per visit is available.
Languages
English
Price
Free

Terms & Conditions

Support is not available for this application.
Support conditions

Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.

Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.

We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.

Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.

Product compatibility
Version
7.12.2 and up
DBMS
PostgreSQL
MS SQL
Platform
.NET Framework
Deployment options
Cloud
On-site

The app is compatible only with Field sales for Creatio or Pharma Creatio add-ons.

Account data sharing

By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

The App Developer will process your data under their privacy policy.

Guides and manuals
  1. Add survey in visit actions list. Go to System designer > Lookups > 'Field sales rules' lookup > open active rule and add new action 'Survey' at 'Actions' tab.
  2. Add answers. Go to System designer > Lookups > open 'Answer' lookup and add all possible answers you plan to use in surveys.
  3. Add questionnaire. Go to System designer > Workplace setup > add the Questionnaires section to the needed workplace > open the Questionnaires section and set up a questionnaire by adding questions and answer options.
  4. Check survey results. Based on a new visit, a corresponding survey is automatically added to Surveys section. After survey completion, answers of the survey are updated at 'Questions and answers' tab.
What's new?
Version 1.4
  • Fixed bugs
Version 1.3
  • Fixed translations
  • Removed data bindings for the "General" Workplace
Developed by
Support
Unsupported
Cost
Free
Category
Field Sales
Type
Application
Compatibility
7.12.2 and up