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Zoho Survey implementation: surveys you actually put to use
Operion is a Zoho partner and sets up Zoho Survey for SMEs that want to know what customers or employees think. We make sure an answer does not sit in an export but sets something in motion.
What it does
What Zoho Survey does
With Zoho Survey you build questionnaires with different question types and branch to a next question based on an answer. You send them by email, share a link or place them on your website.
You see the answers in reports and charts, per question or per group. You can share a report with colleagues who do not need to manage the survey themselves.
Who it is for
Who Zoho Survey suits
It suits SMEs that want to ask how it went after a delivery, a project or a service contact, or that run an employee survey. It fits best when you want to see the outcome on the customer record.
If you have only one question at a time, or want a customer to fill in details rather than give an opinion, Zoho Forms is the better fit. We look at that in the intake.
Set-up
Choices in the set-up
These are the choices we make with you during the intake:
Goal and questions
What you want to know and which questions cover it most briefly, so the survey gets completed.
When to send
After which event a customer receives the survey, for instance when a ticket is closed.
Distribution
By email, through a link or on your website, and how you set reminders.
Privacy and anonymity
Whether answers are anonymous, how long you keep them and what you tell participants.
Report and follow-up
Who sees the outcome and who responds to a low score.
Connections
Connections that matter
With Zoho CRM, a customer's answer is stored on the relationship, so a low score can create a task for a colleague. With Zoho Desk you can ask for feedback automatically after a ticket is closed.
Zoho Campaigns can send a survey to a list. For other programs we look in the intake at what is available as standard.
More about connections with your ERP, WMS and webshop is on integration.
With other apps
Works with the other Zoho apps
Zoho CRM
CRM for pipeline, quotes and customer contact.
See Zoho CRMZoho Forms
Online forms whose answers land straight in your systems.
See Zoho FormsZoho Campaigns
Newsletters and campaigns, with lists from your CRM.
See Zoho CampaignsLicences
Licences and pricing
The licences and current prices of Zoho Survey are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
Can I collect answers anonymously?
Yes, that is a setting per survey. Which other details you keep and for how long, we record with you.
How does Zoho Survey differ from Zoho Forms?
Zoho Survey is meant to measure opinions and experiences. Zoho Forms is meant to have details filled in and processed further. In the intake we decide what fits your question.
Can a low score create a task for a colleague?
Through the connection with Zoho CRM or Zoho Desk it can. Together with you we set which score gets a follow-up and who picks it up.
Is Zoho Survey part of Zoho One?
Yes, Zoho Survey is one of the apps in Zoho One. You can also take it on its own.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
Want to know what your customers think?
Tell us when you want to collect feedback and what you want to do with it. We will tell you how Zoho Survey supports that.