Transforming the feedback gathered from members of a business networking (membership) company
In this section, we will look at how a well-established business networking (membership) company utilized Zoho CRM and Forms to fully automate business processes that would have needed at least one full-time resource to administer manually.
This example could be adapted by any business that wishes to obtain customer feedback on a regular basis and share the results instantly with a group of people.
The requirements comprise the following two elements: seven-month check-in and rate your experience.
Seven-month check-in
The objectives seven months into the membership were as follows:
- To notify the team that it's time to contact a specific member and conduct a seven-month check-in (questionnaire/interview).
- The results of this interview need to be shared instantly with a committee consisting of a few other members.
- One of the questions asked respondents to rate...
