Become a customer mind-reader with this convenient tool…

Have you ever been interested in discovering what your customers really needed, wanted, preferred, or thought about you? What’s stopping you from finding out?

How about conducting your own online survey?

The Survey Builder tool in PlanPlus Online offers you a fast and convenient tool for gaining customer insights. Survey Builder makes online surveys cheaper (since the tool is included in the PlanPlus Online Business Edition), faster, and you get survey results delivered right to your desktop—and best of all, anyone can learn to do it.

Think about how much easier it is to collect data when all you need to do is send customers a link to a survey. That’s much simpler than printing hundreds of surveys, tracking down the addresses of your respondents, mailing them, and then hoping that your recipients actually have the motivation to send them back!

Online surveys provide a platform for honest and accurate feedback. They give your customers the opportunity to complete the survey at a time that’s convenient for them, and provides an environment free from pressure to provide answers to questions that would otherwise make them feel uncomfortable to answer in a face-to-face interview.

So, what are the benefits of online surveys, and what do you stand to gain by doing them?


Financial Data analysisOnline surveys can be done faster than any other form of survey research. Using the Survey Builder tool, you simply create the survey, send the link to your customers, and responses are automatically stored in your PlanPlus Online CRM. That also means you’re receiving survey data in real-time.

The results of your online survey are ready to be analyzed at any time. You can act quickly, create graphs for reporting, export data for further analysis, and share your results with anyone.

Less expensive

The most obvious benefit to online surveys is the low cost of conducting your research on the internet as opposed to telephone, in-person, or mail—especially since Survey Builder is already built in your PlanPlus Online CRM—so you don’t have to allocate time and resources to enter responses into a database.

Learn from your results

Surveys are great for collecting customer input about your product or service. Send one out every few months to gauge customer satisfaction, inquire into new feature ideas, learn how customers are using your product or service, and record any general feedback. The key is to take what you learn and put it into practice. Customers will be happy to see their input being put to good use.

Become a thought leader

If you conduct a survey about industry trends, you’ll find yourself holding a lot of valuable data in your hands. Chances are, other people in your industry are going to find it valuable too. Publishing your data in a blog or newsletter with a thorough analysis of its implications will position you as a thought leader on that topic.

Start using Survey Builder today

You have a lot to gain from using Survey Builder without investing any significant time or money!

If you already have the Survey Builder and want to learn how to use it, watch this instructional video. (Note: the user interface has changed since the video, but the steps remain the same.)

Click here if you’d like to know how to get the Survey Builder for your business.