Conference Presentation

The Power of Combining CRMs and Surveys: TSIA’s Story

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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.

Presented By:

Bryan Girkins

Sr. Research Analyst, TSIA

Melissa Langworthy, Ph.D.

Training Specialist, SurveyGizmo

Publish Date: May 4, 2016

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