Marketplace page: https://marketplace.creatio.com/app/salesup-questionnaire-management-creatio

The Sales’Up Questionnaire management for Creatio product allows to easily maintain information about interviews and questionnaires within the company and outside the company.

The functionality allows you to create interviews with different answer options, launch a specific business process depending on the selected answer, customize the display of questionnaires to see the full picture of the interview, and quickly collect analytics on the interviews done in the program.

For the correct operation of the "Interview" section, you need to configure the questionnaire templates in the "Questionnaires" section with the settings included in it.

Contents:

1. Utilization options
2. Capabilities
3. Technical requirements
4. Product installation
5. General settings
   • Questionary setup
   • Adding questions to the questionnaire
   • Adding answers to the questions
   • Additional setup for the answers to the questions
   • The question order in the questionary
   • Questionaries filtration
6. Interview setup
   • Grouping interview setup
   • Viewing the results of the interview
   • Interview answers commenting
   • Setting up an external service to conduct surveys outside of Creatio
   • Setting up external surveys
   • Interview export into Excel
7. Contact us

Utilization options

• E-shops for the evaluation of the customers’ satisfaction level
• Trade representatives for making visits at trade points
• HR department for creating internal polls

Capabilities

• Create polls using different options: with one or several answer options, open questions, etc.
• Manage the order of questions and fix the time of interviews