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Seven Deadly Sins Customer-Survey Edition

By Jim Berkowitz
Expert Author
Article Date: 2008-08-19

Jim Ivers, of Vovici, understands the nature of online (customer) surveys thoroughly and in fact his firm has published a list of Seven Deadly Survey Sins that should be avoided at all costs.

Presented here, in abridged form is the list of things to avoid if you want to generate positive and useful results without ruining your relationship with your customer or worse yet, generating a wealth of data with no practical use or way of analyzing it…

1. Interrogating instead of asking. Don't ask questions you know the answers to, and don't ask leading questions - it skews the results.
2. Colombo syndrome. Avoid asking "just one more question." Keep within a unified theme and keep the focus clear.
3. Field of Dreams fallacy: "If you build it they will come." Target the proper audience with a clear and concise invitation to participate in the survey. Offer incentives. Don't assume everyone wants to respond out of sheer kindness.
4. Monty Python Disease - SPAM. Know your customer, and comply with anti-spam regulations.
5. Data worship. Design your surveys for optimal quality. And remember it's the analysis that counts.
6. All substance. No style. Make your presentations a worthwhile read for the end user. Make the data dynamic.
7. Mr. Magoo syndrome - Data myopia. Repurpose data whenever possible. Don't underestimate the value of the results.

There are two types of customer surveys that I see organizations doing. The most common survey type is the "how are we doing" survey. This survey seeks to get customer feedback on the effectiveness and efficiency of the organization's customer-facing processes. The second type of survey, is the type of survey that seeks to empirically measure customer loyalty and attempts to understand customer expectations and how well the organization is doing at exceeding these expectations. I have found that using the surveying techniques discussed in "The Ultimate Question" to be quite effective in this regard. CRM Mastery has had great success with it's Customer Insight Analysis survey that incorporates the Ultimate Question concepts.  If you haven't looked into this yet, you can check it out here.

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About the Author:
Jim Berkowitz is a seasoned executive with more than 30 years of professional services and project management experience related to Customer Relationship Management (CRM) and Financial Management (Accounting & ERP) software solutions for small, mid-sized and Fortune 500 companies. As a Sales Force Automation and CRM Consultant, Jim has assisted more then 100 companies with the design and implementation of custom CRM solutions.

Mr. Berkowitz is the founder and President of CRM Mastery, Inc.; a company dedicated to serving small and mid-sized enterprises (SMEs) by offering affordable tools and guidance to help them plan for and succeed with their CRM initiatives.




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