Customer Feedback

What is a Survey?

Friday, November 6, 2009 by Sherrie Mersdorf
What is a Survey?Rarely are we asked the question, What is a survey? Typically questions follow the path of, Why do I need a survey program? What am I going to get out of conducting online web surveys to collect customer feedback? Or How do I get started measuring employee satisfaction with online questionnaire templates?

However, sometimes it's good to define market research and what it means, and answer the rarely asked question, What is a survey?

Market Research Definition (mahr-kit-ree-surch)
The gathering and studying of data relating to consumer preferences, purchasing power, etc., especially prior to introducing a product on the market.

Survey Definition (ser-vey)
Collect quantitative information about items in a population. Surveys of human populations and institutions are common in political polling and government, health, social science and marketing research.

Chances are though, you're still wondering about those other questions. These posts may help you answer those ever burning questions about why you should create and design surveys.

Acting on Research Results

Thursday, November 5, 2009 by Kelli Kelley
Completing a study is just the first step in the market research process. A good researcher knows there is plenty of work left to be done analyzing survey data and taking action on survey results.

Stay in touch with the client and schedule presentations of the research. If you have a client contact assigned to the project, go over the preliminary survey data to see what key findings they feel are the most important to share. Create presentations around these key findings. You can also create separate market survey reports for different groups within the same company.

For example, if you have just completed a large product survey that includes feedback on customer satisfaction, the client may want a presentation simply on customer feedback for their customer service team.

A good researcher also has an eye for finding problems. If you notice an area for improvement in the course of your market research analysis, propose a solution to that problem for the client. Take this market research survey example, customers complain about being on hold too long when calling customer service. You could propose several ideas from hiring more staff to setting time goals for staff to talk to customers.

Even though the client may not agree with your solution ideas, ignoring problems you identify through the research is a bad idea. The client is paying you to compile and analyze research data, and they will likely appreciate all your efforts even if the information does not fit in with their current business plan.

Eliminate Survivor Bias from your Customer and Client Surveys

Friday, October 30, 2009 by Sherrie Mersdorf
Does your customer survey have "survivor bias"? I'm betting it does. Why? Because when most survey designers create business questionnaires or client satisfaction surveys we only collect feedback from individuals who are still customers. What about lost business? Why aren't those customers who left asked to complete your client feedback form? You better believe they have feedback.

In her post at the Dimensional Research blog, Customer Satisfaction Surveys: Avoid "Survivor Bias", Diane Hagglund defines "Survivor Bias" as drawing conclusions only from data that is available or convenient and thus systematically biasing your results. AKA biasing your survey sample by only asking "happy" customers. They may not be over the moon about your product, but they're at least happy enough with your offering if they're still paying you.

I agree with Diane on this one, it's pretty ridiculous to allow this bias to creep into your customer market research. It's easily avoided considering you should have all the customer data you need to send them the same client survey template. Make sure you're measuring client satisfaction among customers who left you for a competitor as well as those who simply decided not to renew the service (and didn't go with anyone else).

When you begin writing customer survey questions to create client questionnaires or update your annual template for a client satisfaction survey make sure you think about your former customers. If you don't know who they are, this is a good time to find out. Thank goodness for internet research software and customer insight solutions to make the act of surveying clients a little easier.

Consumer Satisfaction Surveys: Same People Always On Top

Tuesday, October 27, 2009 by Sherrie Mersdorf
I got an email today from Smarter Travel announcing the winners of their 2009 Readers' Choice Awards. Notice anything interesting?

Smarter Travel Readers' Choice Awards 2009 Results

Hopefully you saw what I saw, Southwest really took the Readers' Choice Awards by storm. Almost every category Southwest won - and the ones they didn't? Well, those aren't categories you wanted to win: Dirtiest Airline Cabins and Least-Favorite Domestic Airline.

I think this consumer survey example brings up a point we've made in the past: often when you're the best at one thing that improves customer experiences, you're good at a bunch of them. Think about last bank survey or retail survey results you saw, were the same people at the top?

Bank surveys often put USAA and Wachovia at the top, do you think it's a coincidence they're at the top everytime? It doesn't matter if the survey is measuring customer service satisfaction or overall satisfaction or satisfaction with online bill pay. Organizations that take customer insights to heart and are truly customer-centric do very well in these types of awards. Customers are satisfied!

Just to prove that it's not just a fluke Southwest is on top, Jetblue came in second on all the categories too. Jake wrote a post about a week ago talking about a consumer survey conducted about airline customer satisfaction. If you recall, Southwest was the star in that article as well. It's because they take what customers say about topics such as baggage fees to heart. From the looks of it, paying attention to consumer insights and customer opinions seems to be serving them well.

So here's a question, if a consumer satisfaction survey was conducted across your industry, would you win the Readers' Choice Awards?

Using Social Media in Market Research (Part II)

Wednesday, October 21, 2009 by Kelli Kelley
Collect product feedback on your running shoes after launchYesterday, I discussed a simple way to establish a Facebook group for market research uses. Today I will outline some easy ways you can use the group to aid you in market research.

Now that you’ve got your Facebook group established, be sure to update it fairly frequently to keep participants interested and engaged. If the group relates to an established product line, include updates and information on the line, promotions and developments relating to the line.

In keeping with the running shoe market research example from yesterday, you might include links to articles where the running shoe is featured or mentioned, marathon or race tips, and the like. Also post items for response on the discussion boards for the group.

You can even begin a pre-screening process for a survey or focus group on the discussion boards. Post a call for participants and a link to an online pre-screening survey to determine if respondents qualify for your poll or focus group. Facebook group participants will provide an interested, more enthusiastic audience as they are already invested in your product or company, but you still must be careful to ensure you get the right target demographic for any official studies.

You can use the group in a less official capacity to get qualitative data and “buzz” about the product. For example, if the running shoe company launched a new product six months ago, you could ask for general feedback on the product – who is using it, their thoughts, etc. The responses will be helpful when creating survey questions later.

Facebook is an inexpensive and not very time-consuming way to get additional customer feedback and potential survey participants. If you exercise caution, you can really make it work for you.

Online Survey Best Practices for Event Surveys (Part I)

Monday, October 19, 2009 by Sherrie Mersdorf
A recent article in Meetings & Conventions Magazine caught my attention this month: Survey Science, How to Craft more Effective Attendee Evaluations. Meeting planners are usually not survey experts, their expertise lay in planning and executing events, not crafting flawless survey research questionnaires. However, in the last year the value of meetings and events have been called into question after bad press surrounding some organizations' meeting practices. With meeting and event planners having to increasingly prove the values of meetings and measuring meeting results, being able to create event surveys to gather attendee feedback has become even more important.

While we've discussed several of these survey best practices in the past in reference to sample staff survey questions or customer feedback forms it never hurts to review them again. Here are the first five online survey tips from the article:

1. Set survey goals first. This shouldn't be a big surprise. On Friday I wrote about how to create a customer survey, and setting customer satisfaction survey objectives was the first step there too. If you don't figure out what your objectives are in the beginning, writing meaningful survey questions will be a lot harder later on. For example, if the survey objective is to figure out how to improve the event next year, only ask questions about things you can change for future events. It doesn't make sense to evaluate the location if you've already booked the same venue for next year; if you haven't booked next year's location, asking about the venue makes sense.

2. Write survey questions that are clear and ask what you really want to ask. Articulating a question to really collect the feedback you're looking for can be quite a challenge. Take these sample conference survey questions, if the planner wants to identify which sessions would be best to add to next year's lineup (assuming attendees must pay to attend the sessions):

Which of the following sessions would you attend?
Which additions would you like to see at next year's conference?
For which of the following sessions would you be willing to pay?

 
If you've been paying attention to survey best practices, you'll know the third one is the wording you want. Why? Because it's the only one that explains the attendees will have to pay for the sessions. It's not a matter of which sessions sound interesting, it's a matter of which sessions present enough value to be worth the cost.

3. Find out why they're dissatisfied. It's not enough to know that an attendee was dissatisfied with the registration process. Planners should provide attendees with the chance to explain why they are dissatisfied - maybe it was a technical problem or there wasn't enough event staff to mitigate issues.

4. Keep it short. General survey best practices suggest keeping your online survey as short as possible. The best methods for making sure you're keeping it short is to only ask questions that have a direct link to your seminar survey objectives. The second method is to make sure you're using survey question logic, such as branch and skip logic. This allows you to keep the survey relevant to the respondent and only ask questions that make sense. We hinted at this in a recent post where we talked about using one survey to gather event feedback for all the sessions at your event.

5. Think about the survey's organization. When designing questionnaires it's important to keep the flow of the survey in mind. Start with general questions and work your way to the more specific questions. The survey should only focus on one topic at a time. In the example of multiple event sessions, it doesn't make sense to mix up the session questions. Instead, ask all the questions you have about one session, then move on to the next session.

In the next few days, I'll share the other 10 survey tips from the Meetings & Conventions article. As a meeting or event planner, how have you found pre- and post-event surveys helpful in planning events?

6 Easy Steps on How to Create Customer Surveys

Friday, October 16, 2009 by Sherrie Mersdorf
Many people ask the question How do I create a customer survey? The basic steps are the same no matter what type of client survey you're writing: customer satisfaction, global market research, product development surveys, etc.

Step 1: Sit down and figure out what the goal of the survey is. Are you trying to identify upsell opportunities? Want to discover features missing from your current product? Figuring out if it's a good idea to take your marketing overseas and attack a global market? In the very beginning of the survey planning process, you should know what it is you want to get out of the consumer survey. If you don't have a firm customer satisfaction survey objectives in the beginning, while you go through the other steps such as writing survey questions or selecting the best survey software, you're going to stray from the path. If you stray from the path, you may find the final survey results are not as helpful as you had hoped.

Step 2: Decide on a research methodology. Your goals should help you on this step as well. You need to first decide if you're planning to do qualitative or quantitative research. From there narrow the scope further, if you want to do qualitative research are you interested in focus groups, advisory boards, one-on-one interviews? With quantitative research you may decide on comment cards, feedback forms and surveys. Is your survey method going to be online, telephone-based or paper questionnaires?

Step 3: Survey Design. I'm making the assumption since you're reading a survey blog about how to create customer surveys, you're not interested in the other market research methods right now so I'm going to focus on the process of building customer surveys. Once you've gotten through the first two steps, you're ready to start writing survey questions (Finally! I bet you thought this would be the first step!). Customer satisfaction survey design can be the biggest challenge. Luckily, there is survey designing software to help you step through this. Survey software tools often have templates and question libraries to help you write good survey questions.

Step 4: Data collection. Okay, you've picked your customer survey methodology, created a client survey and you're ready to field your survey (or use the data collection tool in your survey application to collect responses). Exactly what you do in this step will depend on what type of survey you decided to collected: telephone, paper, online. One way to get survey responses is to use email marketing tools to send personalized email surveys. You can also share the link on your website, social media sites, invoices, etc.

Step 5: Analyze customer feedback. Analyzing survey data is one of people's least favorite parts of the surveying process. We have some tips for how to analyze survey data here. Don't be afraid of this step. You need to conduct the survey customer analysis to achieve your goal. It's what you set out to do, so keep your chin up. You're only a step away from the final product (and once you choose survey analysis methods you should be almost finished).

Step 6: Share the survey findings. This is what you set out to do. Get answers to your customer questions. Take the customer feedback analysis you completed in the last step and format it. You're creating a survey report you can share within your organization (and maybe with others outside of your organization). If you need tips for creating survey reports or an example survey report, you can read more about them here.

Step 6.1: Take action. This is still part of step 6, but it's important enough it should be broken out. In your customer analysis survey report, you should have shared your recommendations for moving forward. Make sure you make recommendations and there is an agreement about moving forward based on the customer survey findings. If you don't plan to take action in Step 1, then you should save yourself the time of conducting the customer research in the first place.

Any other survey research design tips? How have you used these steps to create a customer survey that improved processes in your organization?

Use Customer Service Feedback for Employee Assessments

Thursday, October 15, 2009 by Sherrie Mersdorf
Every organization should ask themselves What is good customer service? and create their own definition for good customer service based on the answer they come up with. Giving customers the opportunity to provide feedback on their customer experience is one way to improve customer service quality, but only if the customer feedback gets back to the employees. Lots of organizations use customer service surveys to measure customer experiences and customer loyalty. What separates the organizations with mediocre customer service from the organizations with excellent customer service is sharing the feedback from the customer loyalty surveys with the employees. Seems pretty straight forward, right?

I suggest you take it a step further, however. While sharing the aggregate results of customer feedback surveys with front-line employees is important, you can use these customer surveys as assessments of employee performance or staff evaluations. If you're not already using customer surveys to support this type of employee performance feedback, here are some steps from the CRMBuyer to make this type of process possible:

Move from random survey sampling to an attempted census. Random survey samples are great when you're just trying to get an overall sense of customer satisfaction rates. However, if you're trying to collect feedback to figure out how to improve employee performance, a random sample is unlikely to provide enough data for each employee. Like with all other types of surveys, not everyone you send personalized survey invitations to will participate, but you will likely get enough responses to support the employee assessments.

Develop new employee reports. To improve workforce performance, organizations can't continue to provide infrequent high-level survey reports. Instead, employees should get to see weekly reports. Using standardized reports that compare the employee to the overall average and to their colleagues as a group have the most impact.

Develop new management reports. Like with how employees see the customer feedback reports needs to change with this strategy, management reports do too. Managers should be able to see responses by employees so they can take appropriate action. Managers will have different opinions on how much information should be shared with their staff; some will want to share every customer comment from the employee performance evaluation form, others wont want to share individual survey results.

Develop HR guidelines for the use of these employee reports. The HR department should be deeply involved in the creation of these HR employee appraisal forms and employee survey reports. If an employee constantly receives negative customer feedback, the organization may choose to terminate their employment so it helps to keep HR in the loop. However, that shouldn't be the goal of this type of customer survey program. The survey feedback should be used to improve employee job performance and mentor them. With the help of customer service assessment surveys and employee performance review forms organizations can figure out how to improve customer service quality.

The Best of... Top 10 Survey Best Practices & Survey Pitfalls

Friday, October 9, 2009 by Sherrie Mersdorf
Happy 1st Birthday Cvent Web Surveys Blog!A year ago, the Cvent Web Surveys Blog posted it's first post. Over the past year, we've shared many survey best practices with you that can be applied to online surveys and paper questionnaires alike. Here's a list of some of our most popular posts:

Tips For Providing Survey Incentives: We get asked all the time about incentives and their place in survey research. There are arguements for and against offering survey incentives. This post isn't about those sides. Instead, it focuses on tips for offering survey incentives if that's the path you choose to go down.

Offering An Additional Comment Section Is An Online Survey Must: Simply asking for customer or employee feedback implies you're ready to make changes, you want to identify problems and fix them. If you fail to offer a "last ditch effort" with and additional comments (optional) question type, you could be making a huge mistake. Depending on your survey design, it may be the only place a survey respondent can give you truly honest, unprompted feedback.

Survey Question Flow Impacts Survey Findings: Question order is an important part of good survey design. Whether it's a paper survey on customer satisfaction or an online questionnaire to gather employee feedback, how you order your survey questions could impact your survey findings.

Survey Report Tips: Writing the Executive Summary or Setting the Stage: When writing a survey report, you can't just launch into the survey responses and the data collection results. You need to provide the report reader with some general background information about the survey project including why you ran the survey, what the goals were, what the data collection methods were. Then you can summarize the results and make recommendations.

Five Steps to Begin Interpreting Online Survey Results: The hardest part of any survey project is creating the questionnaire. If you design a good survey and plan the analysis, interpreting the data should be a walk in the park. Make sure to review these five easy steps for analyzing survey data.

Analyze Open-Ended Questions Faster with a Quick Trick: We all know using closed questions are easier to analyze. But sometimes they just don't cut it. This post gives you a quick six step process for how to analyze survey data quickly to summarize survey responses without spending days on the survey analysis.

Difference Between Causation vs. Correlation in Survey Data: To be able to prove causation, you need to be able to rule out all other possible explanations for the connection. This post aims to debunk the myth that correlations found in survey data means that one thing caused the other.

What To Look For When You Move Your Online Survey To Test Mode: It's definitely an online survey best practice to move your web survey to test mode before sending it out to your survey sample. Make sure to use this 7 step checklist to avoid any online survey pitfalls.

Market Research Process: 6 Steps to Project Success: When working on survey research projects - be it a customer satisfaction survey or product development survey or a staff performance review form - you should always follow this six step process to make sure you get the maximum return on investment from your survey project.

Online Survey Question Pitfalls—And How to Avoid Them: This post points out common online survey pitfalls that are in surveys all the time. However, identifying problems with your work performance assessment or customer feedback questions is only half the battle.

The Best of... Top 5 Customer Survey Posts

Tuesday, October 6, 2009 by Sherrie Mersdorf
Today we're continuing our count down of our top five posts. Today's theme? You guessed it customer, client and consumer surveys.

Don't Just Conduct Customer Satisfaction Surveys, Also Collect User Satisfaction Feedback: In this post, we talk about how the purchaser and the user are not always the same person. So when you review your customer feedback procedures and customer survey best practices, make sure you consider who you're surveying: the purchaser, the user or both.

Customer Service Feedback To Increase Customer Loyalty: Customers have higher standards for organizations than 20 years ago. We all want more, more more! In this post, we talk about the importance of good customer service and how to boost your customer service satisfaction survey scores.

What's Your Customer Satisfaction Score? This post debunks the myth that customer service is the defining factor in client satisfaction. Customers switch to competitors, become repeat customers, and recommend products and services based on their overall satisfaction experience, not just customer service experiences.

Classify Customers: Are They Secure, Satisfied/Favorable, Vulnerable Or Dissatisfied? Typically, client survey best practices say there are four distinct customer satisfaction categories: secure, satisfied, vulnerable and dissatisfied. It's important to classify customers into these groups and uncover similarities in each group. Why? Because it will help you identify new revenue opportunities.

Customer Reviews Matter: 6 Reasons Why: It's common knowledge that customer and consumer reviews have become an important part of the decision making process. As the title suggests, the post takes a deeper look at why reviews are more important than we think they are.

Customer Reviews Matter: 6 Reasons Why

Thursday, October 1, 2009 by Sherrie Mersdorf
We all know customer reviews matter. I've shared survey results with you before reflecting how reviews, even from complete strangers, impact consumer purchase decisions. But why do they matter so much? Mitch Joel, Six Pixels of Separation blog, shared six reasons why customer reviews matter more than we think:

1. Reviews force us to pay attention. A few years ago, a few unhappy customers weren't going to damage your brand or lose you much business. But things change. Now, we have to pay attention when customers are unhappy. We have to listen to customer feedback, and take complaints seriously. Mitch suggests using simple listening tools like Google Alerts to see what people are saying about you.

2. We can't control them. The new age of the internet and social media scares a lot of people, marketers and execs are at the top of the list, because they no longer control what's being said. Now, as Mitch points out, even if you don't allow customer reviews on your website, there's plenty of other places for people to talk about you: Google, Yelp, Facebook, Twitter, blogs, etc. It's okay that we don't control the message. If we did, reviews wouldn't be trusted. And as much panic that's instills when there are bad reviews out there, good reviews still have more benefits.

3. They force us to improve. No longer can products be sub-par. If they are, everyone is going to know about it, then there will be no product at all.

4. They keep us honest. It's not just a matter that everyone is going to know your product is a sub-par product, it's that their opinion is being archived. Once published on the internet, it will always be findable and people can easily share them. If you lie, people will be able to find proof that you lied.

5. They're a free "focus group". According to Mitch, over 80% of the 1.5 billion people online seek out customer and product reviews before making purchasing decisions. That's a huge number of people. The internet isn't just a place for people to share their comments about your offerings with each other, it's a place where you can also listen. Listen to what people have to say about your products, your organization, your competitors, your industry, other industries... Sure the lack of control can be scary, but the tools you have to listen and understand what's going on is very, very cool.

6. They force innovation. This may be the most obvious of Mitch's 6 points. When a customer is unhappy, they're going to tell you what you could do to make them happy, how you can improve and what you're missing. Instead of having to hire consultants to get an outside look at what your organization is doing, you just need to turn to consumer reviews and what your customers are saying. From there, you can put your thinking caps on and figure out how you can improve processes to give them what they want.

Why is Non-Response A Big Deal?

Tuesday, September 29, 2009 by Sherrie Mersdorf
Does it matter if not everyone takes your survey? What if only half your survey sample actually completes the survey questionnaire - or a third? You're never going to get everyone you invite to complete your survey. Those people conducting employee surveys, such as employee opinion surveys or workplace surveys will see the highest response rates on their survey projects. Some HR surveys see response rates as high as 90%. But if you're conducting a consumer survey, help desk satisfaction survey or customer feedback survey 90% response rates may be out of your reach.

The question remains, if I'm never going to get everyone, do those who didn't voluntarily complete your survey matter? Absolutely. Like with most things related to market research, there has been a lot of research to uncover the truth: are survey respondents different from non-respondents? It seems that research points to yes. Even early responders and late responders different, and this is probably due to interest in the survey.

There are a few things you can do to boost your response rates and limit your nonresponse bias.

1. Send email invitation reminders and partial response reminders to those on your email list. Two things happen when you do this, the first, you catch people who never even read your first email. The second benefit is you remind people who were willing to complete your survey but forgot about it.

2. Make sure there aren't any errors in your survey design. Double check your survey question logic, your question and answer choices, your graphical survey template, even your introduction on the survey welcome page.

3. Keep it short. This is a general survey best practice tip you should always follow. While there's not much you can do after you have already sent out email survey invitations and begun the data collection process, you should remember to keep your surveys short and limit the number of survey questions during the survey design phase.

It's important to keep non-response bias in mind when you're analyzing survey data and drawing conclusions from your market research results. Are your respondents different from your non-respondents? Perhaps only heavy users completed the survey, or only people with full time jobs, or only single individuals. Do those who opted not to complete your survey have a different opinion? These are the types of questions you need to ask yourself when evaluating your survey data. In some cases, it may not matter, in others it could cause you to make a decision based on skewed results.

Difference Between Causation vs. Correlation in Survey Data

Friday, September 25, 2009 by Sherrie Mersdorf
Just because you find correlation in your data when analyzing survey results does not mean there is causation. I find this is a common mistake in lots of survey reports when someone is new to survey research or conducting data analysis. Take this example:

Your organization sells products and services in the business-to-business space. As part of your model, each organization has a customer success manager who is responsible for reaching out to clients and ensuring they're using the product appropriately and ensure they're satisfied customers so they continue to be customers. As a result, it's really important to continually measure customer satisfaction. To do this, you've purchased customer feedback software to conduct customer surveys.

You follow all the survey best practices and keep your survey short. Two survey questions that are always asked, for example, are:
 
How satisfied are you with our products?
How often does your customer success manager reach out to you?

When conducting the survey analysis of the survey responses, you find almost all clients who are contacted every few weeks are very satisfied, but clients who are rarely or never contacted are very dissatisfied.

Some people see this connection as a causation. Customers are satisfied because you contact them frequently to make sure everything is going well. The problem is, it's not a causation. Causation are extremely hard to prove because you cannot control every factor. For example, you may split your territory by industry and your solution suits some industries better than others. Or clients who are really satisfied simply use the product more often so the customer success managers reach out to them more frequently, because they are more likely to have questions. While those who use the product less have less to be satisfied about and may feel they are wasting those budget dollars.

To be able to prove causation, you need to be able to rule out all other possible explanations for the connection. As you can imagine, that's almost impossible to do since we do not control outside factors influencing the survey respondent or even the greater survey sample. Instead, when situations like these occur, we're seeing a correlation between two things. In my customer survey question examples, there's a correlation between how satisfied customers and how often they are contacted.

This principle does not only apply to customer survey research, it also applies to analyzing employee feedback forms, product surveys, market research and any other type of data collection and analysis.

It's Not Important Who's Right, It's Important Customers Are Happy

Wednesday, September 23, 2009 by Sherrie Mersdorf
Yesterday, Seth Godin shared an interesting post with us, Win the fight, lose the customer. Seth reminds us we can't prove we're right and acknowledge the customer is upset at the same time.

Seth has a point. When it comes to customer service, you shouldn't be trying to show an unhappy customer why they're wrong. It's only going to cause more frustration and unhappiness. Take this real-life customer service example:

A few months ago, I received flowers for an anniversary that died before the 7 day guarantee was up. So I called the company (Flowers Online) to to get the order resent. Should be simple enough, only, the order didn't exist in the computer. Turns out, the flowers were never ordered from Flowers Online. The flowers were hand delivered by a local florist; and unfortunately for me, when they did the arrangement they attached the wrong flower company's brochure. By the time this all got sorted out, it was past the 7 days and the company the flowers were ordered from (Internet Florist) was refusing to make good on their guarantee. After several days, calls and hours spent on the phone, I was beyond angry to the point where Internet Florist had lost a customer, and I was spreading the story like wildfire to friends and family.

However, after my final attempt, the customer service manager called me back to apologize for the entire incident. She explained that rules are supposed to be guidelines and are not hard and fast. She apologized for the entire thing. Even though I had been so frustrated and "technically" the reps were right, the fact that the manager of their customer services team was being empathetic and took the time to actually listen and understand the problem made me feel a lot better.

So instead of trying to prove a customer wrong, a better approach is to try to understand what happened to cause the customer to be unhappy in the first place. Listen and understand the problem instead of listening for buzz words and jumping to conclusions - or trying to show them why they're wrong. Think to yourself, was there a miscommunication between the organization and customer? Was the customer met with a problem the product couldn't solve? Don't just scrape the surface. Often times what customers are complaining about is a symptom of a bigger problem.

Then, of course, it's always a good practice to put a survey program in place to see how your customer service team is doing. Conducting customer service surveys periodically to collect customer feedback will help you continue to make customers a focus and improve training methods.

Why Should You Conduct Client Satisfaction Surveys?

Wednesday, September 2, 2009 by Sherrie Mersdorf
I came across this definition of a client survey on CSM that I think is useful:

A customer survey is a systematic and objective process of gathering, recording, and analyzing data to help make better marketing decisions.

I might disagree with the fact that a client feedback form is automatically objective, but with the right client survey question creation and survey method it a client survey can be pretty close to completely objective. What the definition does not point out is just because you conduct a client satisfaction survey, decisions wont be made for you. You need to take steps to analyze survey results after the data collection. Customer surveys give you the opportunity to review customer and client feedback and analyze results to get you going down the right decision making path.

So what can conducting client satisfaction questionnaires help you do?

• Better define your target market
• Learn more about existing clients
• Learn how customers, prospects and the market perceive your offerings
• (Re)Position your offering in your organization's industry
• Identify features/benefits you should be promoting

We have some tips for how to analyze survey data - which is the goal of your client satisfaction right? To be able to analyze survey responses and use the data to make decisions.

Real-Time Marketing is Here, Where Do Surveys Fit In?

Wednesday, September 2, 2009 by Sherrie Mersdorf
I read a great post by Paul Dunay over at Marketing Prof's Daily Fix blog last week: Is Real Time Marketing in your future? Paul made a great point, a few years ago marketing was allowed some ramp up time for strategic shifts, today that's not the case. We've moved into the era of Real Time Marketing where we are expected to plan and react quickly - not in 45 days.

So where do survey questionnaires fit into this new age of marketing? I think it's clear paper surveys and paper survey software is not the way to go anymore. Paper surveys take entirely too long to send out, collect survey responses and do the required data entry before you can even begin to analyze survey responses. On the bright side, there is great online survey creation software to help you get a web survey project of the ground quickly. Online marketing survey software cuts down the time to create online survey questionniares with the right survey questions, send email invitations, collect feedback and analyze survey data.

But wait, creating business surveys isn't instant, neither is collecting responses or presenting survey findings. This is true, but your marketing team also can't fly blind when making instant decisions. Even though we need to react instantly, we also need to have the data on hand to make informed decisions.

Paul shares one of his boss' sayings with us, if you had a leak in your basement would you wait 45 days for a consultant to put on a webinar on How to fix your leaky basement? The answer is of course not, you're going to start getting quotes to fix the leak immediately. Same thing with marketing surveys, you need to collect data to be able to make decisions. I would recommend not waiting until you have a leak to begin collecting customer feedback or conducting client satisfaction surveys.

Tips for Great Customer Service and Customer Experience

Tuesday, September 1, 2009 by Sherrie Mersdorf
I came across 10 Tips for Impeccable Customer Service at Customer Service Manager. Thanks to Bill Hogg for sharing these insights, I've added some of my own comments and customer service tips along the way as well:

1. Figure out how to prevent the problem from happening again. It's not productive to just field a customer call solve their immediate, on the surface problem, then do it again and again. Something caused the problem to arise in the first place, it should be part

2. Treat customers like a human being. Ever have a call where you felt you were interrupting the support rep's day? Big no-no. Each customer should be treated with dignity and more importantly, expect them to act like responsible adults. It's amazing how when you expect someone to act a certain way, they usually do.

3. Go beyond the minimum. Taking a few extra moments to go a little further and improve the overall customer experience is going to have big payoff. Customers wont dread calling you, or even purchasing your product again because of dreaded support issues. The word of mouth you'll get wont hurt too much either.

4. Don't play the blame game. A sure fire way to get your unhappy customer even more fired up is to play the blame game. Instead of pointing the finger and blaming the customer, circumstances, vendors or anything else, simply take the steps to fix it.

5. Don't take it personal. Customers are angry at the situation, not specifically at you. When customer service reps begin to take it personally more anger gets added to the conversation and everyone loses. The problem is very unlikely to be fixed, the customer is going to hang up angry and the rep will probably answer the next call still angry. Causing a vicious cycle to start.

6. Listen. A common mistake is to hear a few buzz words and assume you know what the customer's problem is. That's not always how it works. People use different terminology when explaining things, really listen to what's going on.

7. Don't make promises you can't keep. One of the most important things sales people learn is to "under promise and over deliver." This is true for customer service departments as well. I'm not saying don't promise an excellent customer experience, but don't make promises you wont be able to keep either. Sometimes this can be a tough one, you get caught up in the call, you're trying to go the extra mile, you let the customer talk you into something the organization can't do. Remember the customer is reasonable and don't over promise.

8. Make customers a priority. It's important in every customer interaction everyone in your organization (sales, client support, etc.) allows the customer or client to feel as if they're a priority. Don't do four other things while talking to a customer. Believe me, they can tell the difference.

9. Deal with problems immediately. Putting off investigating customer complaints isn't going to make the problem go away. The only chance you have is the customer will forget - but even more likely they will get frustrated with you. And frustrated customers share their frustration with friends, family, colleagues and random people they meet in the grocery store. Why subject your organization to that kind of negative word of mouth, when you can just investigate the cause and come up with a solution.

10. Follow up. It's important to call or email customers back after the problem has been resolved, or if it's been awhile and you're still working on it. calling after a customer should have received a big order will certainly not cause a loss in any goodwill either. This is not an upsell opportunity. This is a chance for you to just see how things are going, make sure the customer is happy, show customer experience is important to you. You may even get some great customer feedback out of the interaction.

People under estimate how quality customer service can increase customer loyalty, boost customer retention program ROI and impact the bottom line. Think about it, how many good customer service experiences have you had lately?

Create Multiple Email Alerts to Quickly Get Online Survey Results

Tuesday, September 1, 2009 by Sherrie Mersdorf
In the past, I've talked about how utilizing email alerts can help you respond quickly to feedback and close the feedback loop. Email alerts can be particularly helpful with sales lead surveys or client satisfaction questionnaires. Until recently, you could only set up one survey level alert or apply email alerts to individual survey questions. Now you can set up multiple email alerts with Cvent Web Surveys software tool.

How can sales and marketing teams use this expanded feature? Set up email alerts to directly send leads to the correct sales person by creating multiple alerts and setting criteria to follow your organization's territory sheet. In the email alert, you can sent what contact information to include and what message will be sent in each message. The custom message gives you the opprotunity to insert data tags including respondent's name, company and survey information. Don't limit yourself to just sending alerts to your sales people, sometimes you may want managers or other departments to receive these alerts based on other criteria.

Example Email Alert

Working on an educational survey or using a quiz builder? Add email alerts to let you know if students score below a passing on the educational survey questions. This helps you quickly identify who needs more work. You can still run reports to get each online survey respondent's answers, right and wrong.

I'm pretty excited about this enhancement. Like many of our enhancements it comes directly from customer feedback. Have a feature you think we're missing? Let us know!

Online Survey Question Logic Explained: Branch vs. Advanced

Friday, August 28, 2009 by Sherrie Mersdorf
I've been asked a lot recently what's the difference is between Cvent Web Surveys branch logic and our advanced survey logic features. I can definitely see where various types of survey question logic can get confusing. Hopefully this post will eliminate the confusion! When you're creating an online survey, it's important to include question logic so survey respondents only see questions that make sense for them.

BRANCH LOGIC:

Take the following example business survey questions:

Sample Business Survey Question: How did you hear about us?
Sample Business Survey Question: If you heard about us through a search engine, which one?
Sample Business Survey Question: What search terms did you use?
Sample Business Survey Question: If you heard about us from a TV ad, what did you think of the ad?

I hope you can see it doesn't make sense to ask people who saw a TV ad about how they found you on search, and vice versa is also true. But you do want to know more about how they found you through a search and have a series of questions you want to ask. Branch logic allows you do do this. You can add "branches" to your survey so only those survey respondents who saw the TV ad see questions about the ad and those who used search see quesitons about search. I think this graphic does a pretty good job of explaining how branch logic works:

Branch Logic Suvey Question Graphic

ADVANCED LOGIC:

Advanced logic has the same principle, you only want people to see questions that are relevant to them. However, using advanced logic gives you more freedom to narrow down who sees a question based on up to four criteria. You can pull criteria from a survey respondent's contact information (assuming you're not conducting an anonymous survey) and how they responded to previous questions.

Setting Up Advanced Logic

What this means is only people who have Marketing in their title, work in California, heard about the organization from word of mouth and did not select option A in question 8 will see this question. Unlike Branch Logic where you control a set of questions by direction a survey respondent down a path, Advanced Logic allows you to only show questions to "qualified" respondents.

Adding in logic, whether it's branch, skip, advanced or pipe improves the respondent experience and keeps them engaged. More engaged respondents mean higher response rates and lower abandonment rates. If you're in the market for kiosk survey software, market research tools, or just an online survey system that will allow you to collect customer feedback or conduct employee surveys, make sure you ask what types of question logic are supported by their enterprise feedback management solution.

Not All Feedback is Negative

Friday, August 28, 2009 by Sherrie Mersdorf
I came across an interesting conversation today where someone was objecting to conducting a customer satisfaction survey because they were concerned the customer questionnaire would only reveal negative customer feedback. This is definitely the wrong attitude. If you think online survey results will only contain negative feedback, it's even more important you select a feedback management tool or survey designing software TODAY and create a customer satisfaction survey tomorrow. Then start fixing the problems that are resulting in all the negative feedback.

Fortunately, the person who thought they would only receive negative feedback will probably be proven wrong. Unless your organization has some serious issues you've been turning a blind eye to for awhile, no survey - customer or employee survey - is going to result in all negative feedback. If everyone hated your company, then you would have no customers and/or no employees. So relax.

The misnomer here is that only unhappy people complete survey questionnaires. This is not true. Happy customers complete them too. Even people who don't have strong opinions either way complete surveys. I honestly cannot say it enough: conducting business surveys to measure customer satisfaction or employee loyalty is essential to all organizations.

Don't be afraid of negative feedback. It's actually a good thing because it forces you to make improvements. Your organization isn't perfect, and there is always more room for growth. Sign up for a free trial today and begin collecting feedback from customers and employees.