Creating Surveys in Microsoft Dynamics CRM with the all New! eSurvey

Soon to be released is the latest fully integrated solution for Microsoft Dynamics CRM from MyCRM.  eSurvey is a full functional Survey, Poll and Data collection solution that can be used for Customer and Prospect Surveys, Competitions and even has the option to be used for running online Quizzes and Training, resulting in response scores and total scores.

Data capture has never been so easy, as all questions can be created in CRM and all responses to the questions asked if stored against the contact.
We have taken the opportunity although there are other no so functional options available to extend Microsoft CRM Marketing even further.
With a drag and drop flexible user interface creating surveys has never been so easy the screen shot details the main survey screen in CRM.

With the rise in popularity of Social media and platforms like Facebook, LinkedIn and blogs, you now have the ability to track in CRM where the responses came from. So if you were running a Poll or a Competition on Facebook and LinkedIn you could record the success and data from the individual responses, and trend the response rates.

All the Survey responses are recorded directly in the CRM and this is a great way to also record prospect data that has contributed to an individual survey or entered a competition.

Each of the responses is stored within CRM can be used in workflow, so if certain questions are answered in a certain way then a work flow could trigger a call or an activity in CRM, increasing return on investment and coherence  between Marketing and Sales functions within the organisation.
 
Each Survey, Poll or Competition will create a landing page for recipients outside of the organisation, this page can be branded to you company colours and you can add a default logo directly from CRM

 
After configuration the page might look like this, although this is just an example of colour change and adding logo’s

eSurvey will be accessible for demo via the MyCRM Download Centre detailing current on-premise price points for 2012.
Please email Sales@mycrmgroup.com for further information

We are pleased to announce our first Workflow Function Library for Microsoft Dynamics CRM 2011, in this release we have added 36 new function calls for CRM Workflow that extend the business logic for Business Automation and processing of Data

eWorkflow – Marketing 

                   Function – GetLastCampaignForMember 
                   Function - GetLastCampaignResponseForMember 
                   Function – MarketingSubscribeUnSubscriberMember 
                   Function – UnsubscribeMemberFromAllMarketingLists 
                   Function – IsAMarketingListMember 

eWorkflow – Calculations

                    Function – BasicMath 
                    Function – ConvertTextToNum
                    Function – EquationSolver/SumUp 
                    Function – CalculateMaximum 
                    Function – CalculateMinimum 

eWorkflow – Dates 

                    Function – AddBusinessDaysToDate 
                    Function – AddToDate 
                    Function – DateDifference 
                    Function – DateDifferenceBusinessDay
                    Function – GetDayNameAndNumber 
                    Function – PareseDateFromString 
                    Function – SubtractBusinessDaysFromDate 
                    Function – SubtractDaysFromDate 

eWorkflow – RegEx 

                     Function – RegexMatch 
                     Function – RegexRelpace 
                     Function – RegexReturnMatch 
                     Function – RegexStringFormat 

eWorkflow – Strings 

                     Function – CapitiliseString 
                     Function – PadString 
                     Function – RemoveWhitespace
                     Function – ReplaceString
                     Function – StringLength
                     Function – SubString

eWorkflow – Web 

                     Function –WebURLDecode
                     Function –WebURLEncode

eWorkflow – Sales 

                     Function – CountRelatedRecords (Entities)
                     Function – TotalValueOfInvoices 
                     Function – TotalValueOfOpportunities 
                     Function – TotalValueOfOrders 
                     Function – TotalValueOfQuotes 

eWorkflow – Other 

                     Function – CustomerType

We will be working on a release 2 and release 3 of the eWorkflow Library and will continue to extend the Library functionality, with community and customer feedback.

For further information please contact sales@mycrmgroup.com

Release 11th May 2012, Pre-Register Here http://downloads.mycrmgroup.com/