To figure out why you win and lose sales opportunities, it's helpful to capture feedback from both of the parties that were involved in the sales process: the sales team and the buyers. Sales Rep Surveys are an opportunity for your sales reps to provide essential feedback needed for your organization to improve. This page demonstrates how to request survey feedback from sales reps.
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Sending Sales Rep Survey Invitations
Once you have identified the deals you would like feedback on, the next step is to request feedback from the sales reps associated with those deals. In this article, it's important to know that each batch of email invitations you send is referred to as a distribution. Follow the steps below to send a Sales Rep Survey distribution.
1. Navigate to the Configuration tab and select Deals.
2. Select the deals you want to receive feedback on, click Request Feedback, then choose Sales Rep Survey.
3. Name the distribution. Hit View/Edit Email to preview the email, edit how it will appear, and send a test survey to an email of your choosing.
4. The module will show you how many participants will be included in the distribution. By default, any email addresses that were sent to in the last month will be excluded from the distribution, but you can use the checkbox to override that default. Any participants who have opted out previously or have already given feedback will not be contacted again even if you check the "include participants that have been contacted in the past month" checkbox.
5. Select a date to send the first email.
6. Select the types of data that will be collected from the sales rep. Click Next.
7. Preview the emails and click Send.
Questions?
If you have any additional questions about configuring Sales Rep Surveys, please reach out to support@clozd.com
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