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This highly specific case study will detail how TSIA’s team creates meaningful conversations with prospects using a powerful combination of their Salesforce data and SurveyGizmo’s sophisticated survey platform. SurveyGizmo’s Melissa Langworthy, Ph.D., joins researchers from TSIA to walk attendees through best practices for populating survey fields dynamically behind the scenes using existing Salesforce data. Melissa will demonstrate how this integration gives sales teams the data they need to have personalized conversations with prospects, without the need to ask them an overwhelming number of survey questions. TSIA researchers will share how they use surveys and Salesforce data to guide sales conversations based on both the customer’s CRM data and their survey responses (and why you should be doing the same). Attendees will leave with next steps and best practices for integrating their CRM with customer-facing surveys.
Sr. Research Analyst, TSIA
Training Specialist, SurveyGizmo
Publish Date: May 4, 2016
TSIA is well worth the investment. This is the one place where you can come and get a fusion of ideas that you can then marry up to the goals and objectives of your organization and boil that down into several actionable plans that you can implement over the next 6 months to a year.
Peg Rodarmel, SVP, Subscription Services, Infor
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