Solution Spotlight – Avrion App – Survey Mechanics Pro Connector for Maximizer CRM

Add Surveys to Maximizer CRM to ensure customer satisfaction

Are you fed up with exporting and importing lists from your CRM into your survey platform? Do you wish you could send surveys out to a list of contacts in CRM in a few simple clicks? We have the answer for you – integrate the two systems.

As the most knowledgeable Maximizer partner worldwide, Avrion was approached by software authors, Survey Mechanics to update their previous integration with Maximizer CRM and create a new Pro version with additional features at a reasonable price.

Avrion data connectors join up systems, in this case Maximizer CRM and Survey Mechanics to enable CRM users to view Surveys and their related responses – all from the contact record in Maximizer.

What are the Survey Mechanics Pro Connector Features?

• Deploy a survey from Maximizer
• Auto-populate Maximizer UDFs with user-defined survey responses
• Auto-populate Maximizer Customer Service Cases with user-defined survey responses
• Pop-up window of survey results within Maximizer
• Upload historic data sets
• Use Survey Mechanics or Maximizer for data analytics
• Full access to all Survey Mechanics features
• Unlimited surveys and responses
• Deploy a survey or multiple surveys from Maximizer
• Deploy surveys from Customer Service Cases or Opportunities
• Pop-up window of survey results and activity roll-up data within Maximizer
• Schedule survey deployment
• Set up user-defined auto reminders for respondents who have not completed their survey
• Restriction/security for survey deployment user permissions
• Automated issue of course certificates or legal documents requiring a manual signature
• Automatic creation of a Maximizer record for a respondent not already set up in Maximizer

Survey Mechanics Pro Connector is more than just a survey tool

Combining a powerful survey platform with your CRM means that many of your processes, which may currently be conducted manually and slowly, can be automated. An added bonus of the Survey Mechanics Pro Connector is that the CRM integration not only gives you the power of one of the best survey tools available, it also helps to solve other business issues, such as:

• Mobile workforce data collection/reporting (to include pre & post customer feedback)
• Any kind of application or registration form – where automatically populating could revolutionise how you work¬†
• Automating any registration process including those which may require document uploads¬†
• Data cleansing – checking and updating your entire contact database automatically¬†
• Automated training (and training feedback) – including auto issue of certification¬†
• Creating a ticket system for customer complaints/customer service
• Email marketing – creating new records and leads lists automatically¬†
• Eliminate data collection via spreadsheets¬†
• Auto-populate new account forms¬†
• Eliminate manual survey reminders¬†
• Automated customer service – NPS & KPI data included

The integration involves continual service updates, 24 hours a day, to pick up new surveys and responses. Having a 24/7 service updating CRM is not very common, and is one of the benefits of having Avrion as your technology partner. The information retrieved by the service is processed and runs continuously. Different types of “jobs” on different schedules extract the data and then insert/update it in Maximizer.

If you’d like one of our Avrion Apps or would like to discuss the need for a custom connector to join up your systems, please Get in touch.

Caroline Robertson Head of Marketing and Planning

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