Fusion Feedback - a pre-release preview
 

Fusion Feedback - a pre-release preview

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Fusion Feedback is feedback solution for Dynamics CRM 2011 and Dynamics CRM 2013.

Fusion Feedback is feedback solution for Dynamics CRM 2011 and Dynamics CRM 2013.
It deeply integrates with Dynamics CRM to provide a powerful feedback framework

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Fusion Feedback - a pre-release preview Fusion Feedback - a pre-release preview Presentation Transcript

  • Fusion Feedback – Pre-release Preview A feedback solution for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM 2013 Fusion Software Ltd
  • What is Fusion Feedback? • Built on top of the popular survey solution for Dynamics CRM, Mojo Surveys • Converts generic survey responses into strongly typed feedback entities in CRM • Provides a framework for processing and communicating feedback throughout the organization and back to the respondent fusionsoftware.com/mojosurveys 2
  • Promote generic survey response data into first class, strongly typed data in CRM fusionsoftware.com/mojosurveys 3 • Survey automatically generates a feedback entity in CRM • Feedback entity contains fields for each question/answer
  • Many feedbacks generated from a single survey fusionsoftware.com/mojosurveys 4 } } } Case Feedback Entity Record User Feedback Entity Record Product Feedback Entity Record
  • Many feedbacks generated from a single survey - benefits fusionsoftware.com/mojosurveys 5 • Only the relevant data is stored against the entity • Easily viewable from the related entity • Display a chart on the related entity for feedback
  • Multiple Surveys Store Results In A Common Feedback Record fusionsoftware.com/mojosurveys 6 • English Survey • French Survey • Italian Survey • Annual Survey • Quarterly Survey • Ad hoc Survey } } Each survey response creates a common feedback entity record to make analysis easier
  • Multiple Surveys Store Results In A Common Feedback Record - benefits • Only relevant feedback stored directly against the CRM entity, for example user, product, or case • Feedback can be added from multiple sources: survey, telephone, postal, social media • Enables organizations to focus on the feedback and what happens, rather than survey data fusionsoftware.com/mojosurveys 7
  • Feedback entities play nicely with Dynamics CRM • Question fields have meaningful names not generic columns • Single response questions generate numeric and OptionSet fields fusionsoftware.com/mojosurveys 8
  • Feedback entities play nicely with Dynamics CRM – so what? • Easier to use the feedback entities with • Workflows • Advanced Find • Views • Charts • Reports • … • Feedback becomes much more actionable and accessible fusionsoftware.com/mojosurveys 9
  • Exporting of Data • Each Feedback entity is generated with multiple views including an export view to make it easy to export to Excel fusionsoftware.com/mojosurveys 10
  • Starter Feedback Charts and Dashboards – Overview Dashboard fusionsoftware.com/mojosurveys 11
  • Starter Feedback Charts and Dashboards – By Related Entity fusionsoftware.com/mojosurveys 12
  • Starter Feedback Charts and Dashboards – By Action fusionsoftware.com/mojosurveys 13
  • Feedback Processes fusionsoftware.com/mojosurveys 14 • Take actions based on responses. i.e. escalate if respondent said ‘Yes’ to be contacted again AND ‘unsatisfied’ • Auto email responses OR require the CRM user to respond • Escalation process to User’s Manager • Post feedback to Activity Feeds / Yammer • Add to queues • Convert feedback to case / case to feedback
  • What’s Next? • CRM 2013 conversion and feature utilization (in progress) • Text analysis • Your request? fusionsoftware.com/mojosurveys 15
  • Why Fusion Feedback? • Improves actionability and accessibility of Feedback data in Microsoft Dynamics CRM 2011 • Improves feedback processes and ensures feedback is delivered where and when it matters • Release date to be confirmed fusionsoftware.com/mojosurveys 16
  • Contact us for a chat or a demo • fusionsoftware.com • info@fusionsoftware.com fusionsoftware.com/mojosurveys 17