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     Solutions:   Rules-based Survey Automation


Surveys that Boost Revenue

  • How many more opportunities could you put in the funnel if sales-actionable surveys were injected into your lead nurturing process?
  • Is using separate survey tools creating more process and cost?
  • Would you like certain survey questions to contribute to your custom lead grading and lead nurturing schema?
If the answer to any of these questions is yes ...

View the solutions detail below or speak with
a Customer Success Manager at 415-392-0333


The LeadGenesys Survey Solution is ideal for organizations that believe:

  • Needs analysis should occur at key moments in the sales and customer life-cycle
  • Nurturing rules should trigger surveys in the sales cycle
  • Account managers should be able to quickly act on completed needs analysis surveys
  • Valuable response data should be instantly appended to a customer profile and shared between sales and marketing

The email and landing page based LeadGenesys Survey Solution has a number of advantages over other surveying approaches. Survey invitations can be automatically triggered based on nurturing rules or manually sent by sales and account managers at key moments in the sales and customer life-cycle like after:

  • seminars and other promotional events
  • new account or product activation
  • product reviews
  • customer service interactions
  • account closures or dips in utilization

Survey completion rates are boosted with personalized survey forms and immediate follow-up. Any contact data that needs to be re-validated is pre-filled to boost survey completion rates.

Answers to key survey questions can impact lead grades, nurturing rules and lead notification alerts.

All interaction with the survey invitation is seamlessly appended to the customer profile. Since the LeadGenesys Platform builds a complete contact history, marketing and account managers will know when survey requests have been sent and completed so they can act on any immediate needs or concerns or lock in retention rates.


Coffee Challenge

Coffee Challenge

Grab a cup of coffee and call us at (415) 392-0333. If in the time it takes to enjoy a cup during a brief online demo and discussion tailored to your specific lead-gen challenge you feel LeadGenesys can’t help — we'll send you a $50 Starbucks gift card.



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  Customer Success
The LeadGenesys solution cost effectively complements our CRM solution to dramatically shorten our sales cycles and boost marketing ROI. Continuous refinement of marketing and lead cultivation efforts through all channels has given us a key competitve advantage."
Anritsu
Marketing Director
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  Analyst Quote
Marketing and sales effectiveness (MSE) solutions have begun to gain traction as B-to-B organizations have sought to get marketing and sales on the same page and to eliminate the hemorrhaging of marketing budgets and sales effectiveness."
Aberdeen Group
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