Interactive Forms and Surveys

Capture and Analyze Customer Feedback Dynamically

CraftLink’s Interactive Forms and Surveys Suite provides a dynamic and flexible solution for capturing and analyzing customer feedback and data. This suite allows you to create customized forms and surveys that are seamlessly integrated into your marketing and customer service strategies.

Key Benefits Benefits Benefits

Increased Engagement
Immediate Insights
Personalized Follow-Ups
Enhanced Data Accuracy
Seamless Integration
Explore the Benefits
Click on each blue button to dive deeper!

Key Features Features Features Features

Easily design forms and surveys that match your brand’s aesthetics and meet your specific data collection needs.

Engage customers with interactive elements that make data submission easy and enjoyable, increasing response rates.

Collect and analyze responses in real time, enabling immediate insights into customer preferences and behaviors.

Integrate form and survey responses with automated workflows to trigger personalized follow-ups, segment contacts, or update customer profiles based on the data received.

Utilize a user-friendly drag-and-drop interface to create custom forms and surveys without needing any coding expertise.

Include various types of questions such as multiple choice, open-ended, sliders, and ratings to gather diverse customer insights.

Apply conditional logic to questions, making your forms and surveys adaptive based on user responses, which enhances the relevance and efficiency of the data collection process.

 Seamlessly integrate responses with your CRM system to enrich customer profiles and enhance lead management.

Access detailed analytics to understand completion rates, user engagement, and to glean actionable insights from the responses.

Advanced Tools Tools Tools Tools

CraftLink’s Interactive Forms and Surveys Suite empowers your business to capture and analyze customer feedback efficiently, driving informed decision-making and personalized customer engagement. Experience a powerful tool that enhances your marketing and customer service strategies through dynamic data collection and analysis.

Enhancing Sales Accountability with Interactive Forms & Surveys

Client: A roofing company looking to improve its post-inspection sales process.

Challenge: The roofing company struggled with inefficiencies in their post-inspection process, leading to missed opportunities and inconsistent sales follow-ups. Key issues included:

  • Manual data collection, making it difficult for sales reps to accurately document inspection details.

  • Lack of conditional logic, forcing reps to fill out unnecessary fields, leading to errors and inefficiencies.

  • No automation for next steps, requiring manual handoffs and slowing down the sales process.

  • Limited accountability, as there was no structured way to track rep performance and follow-ups.

Solution: The company implemented Craftlink’s Interactive Forms & Survey System, creating a dynamic post-inspection form that optimized the sales workflow. Key improvements included:

  • Conditional Logic Fields: The form displayed only the necessary fields based on inspection findings, ensuring accuracy and reducing input time.

  • Automated Next Steps: Once submitted, the form triggered automated actions, such as scheduling follow-ups, generating estimates, and updating the CRM.

  • Rep Accountability Tracking: Each form submission was logged, ensuring sales reps completed inspections thoroughly and followed up as required.

  • Seamless CRM Integration: Inspection data was automatically synced to the CRM, giving management real-time visibility into the sales pipeline.

  • Mobile-Friendly Access: Sales reps could complete forms on-site via mobile devices, eliminating paper-based inefficiencies.

Results:

  • More efficient post-inspection workflows, reducing delays and manual errors.

  • Increased sales conversions, as automated follow-ups ensured timely customer engagement.

  • Greater rep accountability, with management having full visibility into form submissions and sales actions.

  • Improved customer experience, as clients received faster quotes and clearer next steps.

  • Time savings for sales reps, allowing them to focus on closing deals instead of administrative tasks.

Conclusion: By leveraging Craftlink’s Interactive Forms & Survey System, the roofing company streamlined its post-inspection process, increasing efficiency, accountability, and sales conversions.

Struggling with inefficient sales processes? Let Craftlink optimize your workflows with smart, interactive forms today!