Conducting Surveys with SugarCRM (NPS or CSAT)
Measure what matters – right where you work. Collecting feedback through NPS (Net Promoter Score) or CSAT (Customer Satisfaction) surveys is a proven way to measure the strength of your customer relationships. With SugarCRM, surveys can be seamlessly integrated into your existing workflows, allowing you to:
Trigger surveys automatically after key customer interactions (e.g., case closure, onboarding, deal won)
Link responses directly to leads, contacts, accounts, or tickets
Analyze results via dashboards or custom reports
What is NiceReply?
Nicereply is a customer feedback platform that enables businesses to collect, manage, and analyze feedback to improve customer satisfaction and loyalty. It provides real-time analytics and reporting, allowing you to monitor sentiment, measure performance, and proactively improve the customer experience.
What does our CRM integration of NiceReply with Sugar do?
It makes it easy for you and your business, to create CSAT or NPS surveys and use them in your Sugar CRM solution. Send customer satisfaction or Net Promoter Score (NPS) surveys from a cases module directly with one click or rule-based after the case got closed by the user. Measure and analyze customer satisfaction, and the performance of your agents to improve your service with the use of surveys.
Main features
- Embedds Nicereply survey forms in Sugar E-Mail templates
- Rule-based send-out of a survey after a case is closed
- Makes the CSAT survey result accessible directly in the case or for NPS survey result in dthe oppportunity
- Calculates the average CSAT or NPS score results by account
- Provides dashlets with survey results
How can we help you to implement the integration?
With our Quickstart Package you can get our product experts to work and solve issues, eg with existing individual Sugar customizations or an On-Premises installation, to accelerate time to value. It contains access to our product development team and includes a contingent of support hours.
Next step
Start with a free consultation so you can be sure the solution will deliver exactly what you need.
👉 Contact us directly or via the SugarCRM marketplace for more informations.
