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Feb 03, 2025

How to Integrate Surveys with CRM: Tools and Strategies

by William Breitenbach

Quick summary: Widespread CRM Adoption: With 91% of companies using CRM and 83% reporting strong results, integrating surveys adds deeper insights by combining sentiment data with customer profiles. Preparation is Critical: Success requires mapping data, creating custom fields, organizing contacts, and ensuring compliance with frameworks like GDPR and CCPA before integration. Integration in Action: Companies can connect surveys to CRMs via APIs, webhooks, middleware (e.g., Zapier), or manual imports—Sogolytics supports Salesforce, HubSpot, Zoho, MS Dynamics, and more. Measurable Impact: Integration enables real-time analytics, better segmentation, and actionable insights that strengthen engagement, sales, and loyalty. Customer relationship management (CRM) tools help companies better engage with buyers to improve satisfaction, increase sales, and enhance loyalty. Today, 91% of companies with 10 or more employees use CRM as part of their business strategy. And according to a recent Capterra report, these tools are paying dividends, with 83% of businesses reporting that CRM solutions are moderately or very effective in helping them achieve marketing goals. Survey CRM integration offers a way for companies to derive even more value. Put simply, integration ensures that survey data is captured and analyzed by CRM tools along with other relevant customer data. The result is a more accurate and timely view of consumer sentiment that helps improve user profiles and deliver actionable insights. In this piece, we’ll offer tools and strategies to help your team integrate surveys with CRM tools and explore how Sogolytics supports these efforts at scale. Preparing Your CRM for Survey Data Integration Before integration […]

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