Overview
Product overview
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.
Pricing
Terms and Conditions
Pricing FAQ
Support
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
Setup guide
- 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 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.
- 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.
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.
Versions
Versions history
- Fixed translations
- Removed data bindings for the "General" Workplace
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
Compatibility notes
The app is compatible only with Field sales for Creatio or Pharma Creatio add-ons.