5 (18 ratings)

SalesUp Questionnaire management for Creatio

Managing questionnaires and surveys in Creatio using conversation scripts

Application type
On-site deployment
Cloud deployment
    Product description
    Product description

    Sales'Up Questionnaire management for Creatio facilitates storing and managing information about surveys and questionnaires in Creatio.

    Use cases:

    • Online-stores to assess customer satisfaction level;
    • Field sales staff to conduct visits to retail outlets;
    • HR-department to carry out internal surveys.

    Key features:

    • Create polls using different options: single or multiple choice, open-ended questions;
    • Manage the question's order and record the time of interviews;
    • Customize the display of different questionnaires depending on the account, territory and qualifications of your employees;
    • Create double, blind and training visits to monitor and evaluate the performance of your employees;
    • Quickly collect analytics on the surveys carried out in Creatio.


    Questionnaire managment for Creatio cloud
    $ 1.990
    / year
    Questionnaire managment for Creatio on-site subscription
    $ 1.990
    / year

    The cost of the product is indicated for the company without limitation on the number of users.

    As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.

    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
    Support conditions

    Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    Terms & Conditions

    Product compatibility
    All products on Creatio platform
    7.10 and up
    MS SQL
    .Net Framework
    Guides and manuals

    1. Create a questionnaire. Go to the "Questionnary" section > "New". Fill in the required fields in the "Options" tab.

    2. Create a group of questions. Go to the "Questions" tab and click the "+" next to the "Questions groups" detail. Fill in the required fields and select the type of question: "standard" (multipurpose) or "about product" (for the field representatives visiting sales outlets).

    3. Create questions. Click "+" in the "Questions" detail. Select an existing question or create a new one by specifying "Consecutive number", "Question" and "Response type". Available options for "Type of answer":

    • Drop-down list (specify "Available answers")
    • Date
    • Date and time
    • Fractional number
    • Integer
    • Switch
    • Text 

    4. Create a survey. Go to the "Surveys"> "Add". Fill in the required fields.

    5. Start the survey. Go to the "Surveys" section, select the questionnaire. Select the questions group in the "Survey" detail. Click "Edit" in the detail's header context menu.

    Leave your feedback about the solution to its developer and Marketplace team