Surveys in Vtiger Hero

Mastering Customer Insights: Discussing the importance of surveys in Vtiger

Posted By Prithwisha Panja, 19 August 2023.

  • Sales & Marketing
  • Automation
  • Helpdesk
  • Productivity

In today's rapidly evolving sociological landscape, understanding the customer’s needs, preferences, and grievances is vital for the way forward. In this quest for collecting customer insights, organisations have embraced CRM tools like Vtiger CRM. One of the Vtiger's dominant feature lies in its surveying capabilities, empowering companies to conduct customer surveys with ease. In this blog, we will dive deep into understanding surveys in Vtiger, their importance, benefits, and how to get the most out of this feature.

Why Surveys Matter?

Customer surveys offer a direct channel of communication between the organisation and the audience. They help gather critical information that can shape the products, services, and provide a smoother customer experience. Surveys are an asset to:

Surveys Matter

What are the benefits of using Vtiger for Surveys?

Vtiger CRM offers a robust survey module that simplifies the process of creating, distributing, and analysing surveys. Some of the key benefits of this feature are:

Seamless Integration
Since Vtiger is a CRM platform, survey data directly ties back to customer records, enabling the company to view customer feedback alongside their previous interactions.

Customizable Surveys
Vtiger allows to create custom surveys, designed as per specific needs. From multiple choice questions to open-text responses, the user has full control over the survey structure.

Automate Survey Distribution
With Vtiger's automation capabilities, the organisation can schedule surveys to be sent to customers at predefined intervals or trigger them based on specific events.

Real-Time Tracking
Receive real-time insights as survey responses starts getting recorded. Vtiger's reporting tools make it easy to visualize and analyse survey data.

Separating the customer base based on survey responses, allowing the organisation to target specific groups with personalized marketing campaigns.

Points to remember while creating surveys in Vtiger

To make the most out of the survey feature in Vtiger, consider the following best practices:

Keep it Crisp
Respect the customer's time by keeping the survey short and relevant. Focus on the most crucial questions that will provide valuable insights.

Clear and Simple Language
Use clear and simple language in the survey questions to avoid any confusion or misinterpretation.

Use Rating Scales
Implement rating scales (e.g.: 1 to 5) to quantify customer satisfaction and measure the effectiveness of the organisation’s offerings.

Encouraging Participation
Encourage higher number of participations into the survey by offering incentives such as discounts or giveaways. This can boost response rates significantly.

Analyse and Act
Analyse the survey data promptly and act based on the feedback received. Let the customers know that the organisation value their opinions and are committed to continuous improvement.


Incorporating surveys into your Vtiger CRM, is a powerful way to unlock the hidden potential of customer data. By actively seeking customer feedback, the company can stay ahead of the competition, enhance their offerings, and deliver an exceptional customer experience. Vtiger's survey feature provides the tools one needs, to engage with customers effectively and derive valuable insights that can lead the business to new heights of success. So, the power of surveys in Vtiger is to be embraced to harness the true potential of the organisation by integrating customer intelligence.

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