Effective Sales Calls Survey Template 🚀 Survicate

Sales survey template FAQ

What is a sales survey template?

A sales survey template is a pre-designed survey that you can send out to your sales reps after they close a deal with a customer. This survey is a powerful tool that can help you learn a lot about the leads that end up with sales and what qualities they share.

By asking targeted questions, you can get valuable insights into their needs, preferences, and pain points, which can help you qualify leads better and improve your marketing strategies.

With a sales survey template, you can identify the key factors that influenced the customer's decision to buy, such as pricing, product features, or customer service. You also learn where your best leads are coming from:

What sizes companies they work for.
What roles they have within the companies.
How they learn about your product or service.

You also learn what their thinking process is: what motivates them to buy and what misgivings they have (and how to address them effectively.)

Armed with this information, you can fine-tune your sales and marketing efforts to better resonate with your target audience and drive more revenue.

Overall, a sales survey template is a simple yet powerful way to gather valuable feedback and improve your sales and marketing strategies. At Survicate, we have a range of pre-designed sales survey templates that you can use to get started immediately, or you can create a custom template to suit your specific needs. Let us know if you have any questions or need any help getting started!

Why use a sales survey template?

Using a sales survey template can be incredibly beneficial for your sales team, as well as your company's marketing efforts.

A sales survey is essentially a tool that collects valuable information from customers and prospects, which can help your sales team be more effective and close more deals.

By asking targeted questions about successful deals, a sales survey can collect information on the characteristics of leads that become customers, the most effective marketing channels, their goals, and their most significant objections and how to address them most effectively.

This information can be beneficial for your sales team as it helps them to qualify leads better, close more deals, and do it faster.

The insights gathered from a sales survey can also inform your company's marketing efforts. Your marketing team can use the information to improve their marketing strategies, communication, and leverage the most effective marketing channels. They can use the information to create marketing campaigns tailored to your target audience's needs and interests, ultimately leading to more leads, conversions, and increased revenue.

Using a sales survey template, your sales team can exchange information about successful deals, learn from each other's experiences, and identify best practices. This collaborative approach can help to improve overall sales performance and create a more cohesive and effective sales team.

In summary, using a sales survey template is a great way to collect valuable information from customers and prospects. The insights gained from the survey can help your sales team be more effective, qualify leads better, and close more deals. It can also inform your company's marketing efforts, improve communication, and leverage the most effective marketing channels.

So, if you want to improve your sales and marketing strategies, don't hesitate. Use a sales survey template today - no strings attached.

What types of questions are included in a sales survey template?

When creating a sales survey template, it's important to include a mix of both close and open-ended questions. Close-ended questions provide specific options to choose from, while open-ended questions allow customers to provide more detailed feedback in their own words. Here are the questions included in Survicate's post-sales call survey template:

Close-ended questions:

What is the prospect's job title?
What size company do they work for?
How did they hear about our company?
What was the main goal they wanted to achieve?
What were the main objections?

The first three questions provide important demographic information about the prospect, which can be helpful for analyzing survey responses and identifying trends.

The fourth question helps to understand the prospect's motivations for considering your product or service.

Finally, question number 5 helps to identify potential objections and roadblocks in the sales process.

The Open-ended questions are:

How did you address the objections?
If any, what other comments do you have about the decision-making process?

These open-ended questions provide an opportunity for customers to provide more detailed feedback. They help to identify specific strategies or tactics that were effective in addressing objections. And they uncover additional insights or feedback that may not have been captured in the other questions.

What is more, all Survicate's survey templates are fully customizable, so you can add your own questions to the template.

How often should a business conduct sales surveys?

The frequency at which a business should conduct sales surveys depends on a few factors, but consistency is key. We recommend having your sales reps take the survey after every successful sales call, as this will allow you to gather consistent data and insights over time.

It's important to carry out the survey for as long as you feel you are gathering new information and insights. Once you feel like you have enough information to create the best lead qualification strategy possible, you can stop conducting the survey. However, it's always a good idea to periodically reiterate the survey to continue collecting new insights and keeping up with any changes in your customers' needs or preferences.

The ultimate goal of a sales survey is to learn more about your successful leads and their needs, objections, and preferences. By gathering this information consistently over time, you'll be able to better understand your audience and improve your sales and marketing strategies accordingly.

In summary, we recommend conducting sales surveys after every successful sales call and carrying out the survey for as long as you feel you are learning new things. Once you feel like you have enough information to make informed decisions, you can stop conducting the survey.

It's always a good idea to periodically revisit it to keep up with any changes in your customers' needs or preferences.

How can a business analyze the results of a sales survey?

At Survicate, we understand how important it is to not only gather valuable insights from your sales surveys, but also to analyze them in a way that is efficient and effective.

When you use our sales survey templates, you'll have access to automatically generated charts that provide a breakdown of the answers to your quantitative questions. This feature is particularly useful for understanding how respondents answered questions that required them to select a specific response from a list of options.

Additionally, our surveys include open-ended questions that allow respondents to share their thoughts and opinions in their own words. Our reports feature a word cloud that shows you trends and patterns in the responses to these questions. This feature is handy for identifying common themes or issues your customers face.

Our filtering options are another great feature that can be particularly useful for analyzing post-sales call surveys. With Survicate, you can filter your survey results based on a specific question and answer.

This allows you to examine specific segments of your respondents and gain insights into different groups of leads.

For example, you can use the filtering options to see what characteristics are common among leads from mid-sized companies and how they differentiate from those in larger companies. This information can inform your pricing strategy or help you create targeted marketing campaigns for specific segments of your customer base.

Our reports are user-friendly and can be easily shared with other team members. You can grant access rights to specific reports, enable integrations with Slack or Microsoft Teams, and even have stakeholders notified about new survey responses. You can also export reports or benefit from the integration with Google Suite and have a Google Spreadsheet automatically updated.

By keeping everyone in the loop about your sales survey responses, you'll be able to collaborate more effectively and make informed decisions based on the insights you gather.

In summary, at Survicate, we offer user-friendly reports that include automatically generated charts, word clouds, and filtering options that help you analyze your sales survey results. By sharing these reports with your team members and using our integrations with Slack, Microsoft Teams, and Google Suite, you'll be able to collaborate more effectively and make informed decisions that improve your sales and marketing strategies.

Can a sales survey template be used for both B2C and B2B sales?

Absolutely. While our sales call survey template is designed primarily for B2B companies, it can certainly be adapted for B2C sales. The important thing is to tailor the questions to the specific needs of your business and the type of customers you serve.

For a B2C sales survey template, some questions you might want to consider could include:

1. What motivated them to make this purchase?

This question can help you understand the factors that influence a customer's decision to buy, such as price, product features, or brand reputation.

2. What specific benefits or features of our product/service did the customer find most compelling?

By asking this question, you’re learning about your value proposition as seen by your customers. Equipped with this knowledge, your marketing team can hone your communication and pricing strategies.

3. Did the lead consider any other products or brands before making this purchase? If so, which ones?

This question can help you understand your competition and how you stack up against them in the eyes of your customers.

4. How much do they spend monthly on products from the same category as ours?

The answer to this question can help you hone your pricing strategy.

5. How long did it take you to close the lead?

This answer to this question can help you assess the effectiveness of your sales calls.

These questions are just a starting point - depending on your business and your customers, you may want to add or remove questions to get the most useful insights.

When it comes to analyzing the results of a B2C sales survey, you can use many of the same tools and features as with the B2B template.

For example, you can use the automatically generated charts to see the breakdown of responses to the close-ended questions, or use the word cloud to identify patterns in the open-ended responses. You can also filter the results by question and answer to get a more granular view of specific segments of your customer base.

Overall, a post-sales call survey can be an invaluable tool for both B2B and B2C companies. By gathering customer feedback, you can gain valuable insights into what's working well and what could be improved, which can help you refine your marketing and sales strategies and ultimately drive more revenue. If you're interested in creating a custom post-sales survey for your B2C business, we'd love to help!

Can I customize Survicate's sales call survey template?

Absolutely. At Survicate, we understand that every business is unique and has different needs when it comes to its surveys. That's why we offer customization options for all of our survey templates, including our sales call survey template.

Our customization options are comprehensive and allow you to change various aspects of the survey template to fit your brand's identity and your specific requirements. You can change the survey's CSS to match your brand's colors and fonts and add your company's logo to the survey to personalize it further.

In addition, you can add your own questions to the survey template to collect the information you need to qualify leads better, and apply logic features to make the survey flow naturally. This customization feature is handy when you want to gather internal feedback from your employees. You can add questions that focus on your company's culture, workplace environment, or employee engagement, to name a few.

Customizing your survey template allows you to gather more relevant data to help you make informed business decisions. By adding your own questions, you can delve deeper into the specific aspects of your company that you want feedback on. Applying logic features can make the survey more engaging and relevant to your employees.

Moreover, customizing the survey template can help increase response rates. When employees see a survey that looks and feels like it's tailored to their needs and preferences, they are more likely to respond and provide thoughtful answers.

At Survicate, we want to make sure that our survey templates fit your business needs perfectly. That's why we offer a comprehensive set of customization options that allow you to create a survey that reflects your brand and collects the data you need.

Are there any legal considerations that a business should keep in mind when conducting a sales survey?

When it comes to conducting a sales survey, it's essential to adhere to applicable legal regulations. At Survicate, we take data privacy and security seriously.

Survicate and its partners handle data with utmost care, so you can rest assured that your data is in safe hands. If you have any doubts or additional questions about legal considerations when conducting a sales survey, don't hesitate to contact us. We're here to help and answer any questions you may have. Simply click on the "Arrange a call" button at the top of the page, and we'll be in touch soon!

How do you get started with using Survicate's survey templates?

Survicate is a powerful platform that offers various survey templates to help businesses collect feedback and insights from their customers. Here's how you can get started with using Survicate's survey templates:

1. Sign up for an account

If you don't already have a Survicate account, you'll need to create one. You can sign up for a free trial account, which will give you access to the platform's features, including the survey templates.

2. Browse the templates

Once you've signed up for an account, you can browse Survicate's library of survey templates. These templates cover a wide range of topics, including customer satisfaction, market research, and employee feedback.

3. Choose a template

Once you've found a template that you like, click on it to preview it. You can see what questions are included in the survey and how they're structured. If you're happy with the template, you can choose to use it as-is or customize it to better suit your needs.

4. Customize the template

If you want to customize the template, you can do so by editing the questions or adding your own. Survicate's platform is easy to use, so you can make changes quickly and easily.

5. Publish the survey

Once you've customized the survey to your liking, you can publish it and start collecting responses. Survicate makes it easy to distribute your survey via email, social media, or a link on your website.

Overall, using Survicate's survey templates is a great way to get started with collecting feedback and insights from your customers. The platform is user-friendly and customizable, making it easy to create surveys that meet your specific needs.

See more questions

Hide some questions

Effective sales calls survey template

Large section heading

All native integrations are
1-click and code-free

We’re here to support you
along the way