Developed by
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
Pricing
Price
Field surveys for Creatio
Free
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
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.
Installation
Product compatibility
Version
7.12.2 and up
Platform
.Net Framework
Deployment options
Cloud
On-site
Guides and manuals
- 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.
- Add answers. Go to System designer > Lookups > open 'Answer' lookup and add all possible answers you plan to use in surveys.
- Add questionnaire. Go to General workplace > Questionnaires section and setup a questionnaire by adding questions and answer options.
- Check survey results. Based on new visit a corresponding survey is automatically added in Surveys section. After survey completion answers of the survey are updated at 'Questions and answers' tab .
Feedback
Leave your feedback about the solution to its developer and Marketplace team
Type
Compatibility
The app is compatible only with Field sales for Creatio or Pharma Creatio add-ons.