The integration of survey tool with CRM, can become your time-saver for the data gathering and analysis cycles. The deeper knowledge of your customers will lead to promoting trusted relationships and optimization of business processes.

1. Leveraging the Power of
Connection to 17 CRM Platforms
Survey Tool Integration via

2. TABLE OF CONTENTS
1
2
3
4
5
Start-off. Efficiency of Survey Tools Integration
Current vs Desired Options
Exploring the Approaches to Business Development
Consequences of Less Goal-Oriented Strategy
Data2CRM.API: One Access to 17 Solutions
Concluding Thoughts
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3. Chapter One
Start-off. Efficiency of Survey
Tools Integration
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4. Start-off. Efficiency of Survey Tools Integration
It’s hard to surprise anybody with the phrase
that business spaces are getting extremely
competitive and volatile. The data-led strategies
change the requirements to solutions vendors
make use of. The fact that companies apply
survey tools for getting a deeper knowledge of
their customers and promoting trusted
relationships.
To avoid resources and time-wasting on
initiatives that die on the vine and destroy trust,
SMBs and enterprise level companies look
forward to streamlining and strengthening their
customer service, marketing and sales wing by
integration solutions they use with CRM. And
survey tool integration considered as an
optimizing method to various business processes
and ultimately productivity.
Business Objectives & Goals
 Acquire competitively, essential
functionality
 Improve customer service and
experience to ensure long-term
brand loyalty
 Optimize the customer acquisition
and retention strategies
 Multiply the effectiveness of KPIs
and ROI
Contact with Sales Manager
 Get in touch with a proficient sales
manager to get a strategic
approach for your business
improvement.
The integration of survey tool with CRM is seen by vendors as a time-saver for the data
gathering and analysis cycles that will deliver the financial reward in a not-so-distant future.
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5. Chapter Two
Current vs Desired Options:
What Do Your Customers Want?
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6. What Do Your Customers Want?
The balance between insufficient and excessive feature set is hard to find for
representatives of b2c and b2b niches equally. Despite the varying objectives and goals,
companies require the automating of the manual data entry into CRM and the seamless
connection and information exchange with survey tool come forth as current business
extending. Focusing on the shared problems, more and more your existing users and potential
clients are trying to assess the virtues your service offers for their workflows. The more is far
not always better, and laying the extra emphasis on the efficiency of survey tool, businesses
expect the next options from your software:
 The ability to trigger the survey sending out by creating a task in CRM, instead of vice
versa process.
 Collecting separately the filled in surveys as the attachments or notes in CRM without
extra manual efforts.
 Gather the list of users who abandoned a survey for further nurturing those leads.
 Need in managing more personalized emails with mentioning name, position and
company name that stored in CRM.
 Requirements for more insightful data analysis that enables the further utilizing it for
taking the actions.
These pain points can be solved with the CRM integration. The process is quite effort-
demanding, thus, you will cut down on user refraining and improve your KPIs.
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7. Chapter Three
Exploring the Approaches to
Business Development
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8. Exploring the Approaches to Business Development
Your survey tool can offer tapped opportunities for coping with the current market scenario
via seamless access to CRM. To be more precise, the integration will enable you to provide the
following benefits:
 Improve the estimation of customer interaction quality and, therefore, the cross-selling
process.
 Delivering data right away into user’s CRM, you enhance the analytical phase and
promote the option for a better understanding of the customers.
 Boost the efficiency of marketing by attaching the geo-reports and page-off reports
directly to CRM for measuring the efficiency of performed activities.
 The sales department of your clients gets the enhanced records generation in the CRM
due to contact forms while the information forms serve for the profile updates.
 Email responses from the customers and quality survey with complaints can be
transferred into cases, and use by the support team.
The survey tool performs the role of the valuable information source for several company’s
departments. That’s why the integration with CRM determines the sufficient amount of data
to plan the initiatives that deliver awaited financial returns.
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9. Chapter Four
Consequences of Less
Goal-Oriented Strategy
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10. Consequences of Less Goal-Oriented Strategy
Over and over vendors repeat the mistake of running trial and error business, and
underestimate the value of innovation and simplicity that are sought for by their targeted
audiences. So far many business software providers doubt that CRM integration will be an
antidote to their tactical miscalculations.
The combined strategies that employ the connection of several solutions into a single
ecosystem become more spread. Currently, it goes far beyond mere data collecting; and the
evaluation of information and reasoning of decisions can be done efficiently in CRM that
enables the cross-company access.
Without doubts, the initiative itself complex and purpose-driven. Thus, the survey tool
integration is more about you make a tactical investment into the building a strong customer
base and outperforming your competitors.
All these sound great, yet the logic to ask how to make it possible. It’s no secret that CRM
integration is far more than plug in and work. Besides, each CRM platform requires developing
a separate connection what is costly, time and effort consuming. This issue has a solution: API-
based service that delivers multiple CRM integration.
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11. Chapter Five
One CRM Integration,
One Access to 17 Solutions
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12. One CRM Integration, One Access to 17 Solutions
With API technologies, you can teach your software to “speak” with other systems without
complexity or restraining service from further development. Using Data2CRM.API, you can
seamless get the connection and opportunities to data manipulations with 17 different CRMs
via only one developed API integration.
Data2CRM.API, a web-based service that enables a unified programming interface to acquire
a connection to a number of CRMs without the need to develop a separate integration.
Connecting to the service, you will deliver the following benefits to your users:
 Enhance the process of data entry and managing by seamless creating of leads, contacts,
and attachments
 Direct records updates and timely data exchange in survey tool and CRMs
 Advance the process of lead qualification and further nurturing tactics
 Improve the overall workflow optimization of rapid data gathering
 Increase the KPIs numbers, and measure ROI more accurately
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13. Feature Set of Data2CRM.API
Connecting to our service, you open new functionality horizons for your clients and,
therefore, receive the financial results.
 One API integration for seamless connection to multiple CRM platforms - there no need
in separate integration development,
 Clear API documentation - the enlisting of the API requests you can use and code patterns
and samples are available,
 Professional tech support - skillful developers team will assist you and give solutions for
technical questions or issues,
 Integration with sought for CRM solutions - Microsoft Dynamics, Salesforce, SugarCRM,
Insightly, Zoho, SuiteCRM, Vtiger, Highrise, Solve, bpm’online, PipelineDeals, OroCRM,
Bitrix24, Zurmo, Capsule.
 Flexible pricing policy - every customer request is processed individually to ensure
efficient and high-grade service.
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14. CRM Integration Logic
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With Data2CRM.API, you can develop the successful relationships with your existing clients
and attract the new audience.
Step 1 Register an account and run the authorization
process.
Step 2 Explore our documentation to understand how
they actually work.
Step 3 Download and install Data2CRM.API SDK.
Step 4 Use few methods to check and understand how
Data2CRM.API SDK works.
Step 5 Add the connection form to CRMs clients..
Step 6 Add into the system work with companies,
contacts, leads, deals, tasks, etc.
Step 7 Optimize the performance of data: save data on
your web survey tool side, and further updates
of new records.

15. Marketing Automation Integration
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16. Chapter Six
Concluding Thoughts
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17. Deliver undisrupted workflow and exceptional service to your clients,
along with functionality and income development. Get started with our
robust documentation or talk to a dedicated account manager.
In the competitive business world, you can win the client’s loyalty to the efficient service.
With CRM integration, your survey tool will provide the outstanding opportunities to boost
the KPIs of data-led strategies most of your users run, while Data2CRM.API enhance the
technical point of this process.
The integration of your service with Data2CRM.API and CRM platforms will aid you in
providing your users with
 simultaneous integration and timely data exchange,
 managing and updating of leads and contacts records,
 improve the number and qualification process of leads,
 increase the accuracy of KPIs and revenue measurement.
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18. TALK TO AN EXPERT
Your time is precious, so
don’t wait up and start using
Data2CRM.API today!
Account Manager
data2crm.api.crm@magneticone.com
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