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Integration with CRM and operational analysis

A large part of work in the healthcare sector is related bc data india to feedback from patients. How convenient is it for a person to make an appointment? How do they rate the work of doctors? Are people satisfied with the paperwork procedure? Hiring operators to call everyone who came to the clinic for a month is expensive. Using electronic questionnaires is a risk that people will not fill them out. An automatic call seems more appropriate: the patient is more likely to remember his experience and express an opinion, and doctors and administrative staff will receive valuable information.

Example : A clinic launched a survey for patients how to increase customer satisfaction through hotline service discharged from hospital treatment. The robot asks about satisfaction with the conditions of stay and whether there are any complaints or suggestions. If necessary, the robot offers to connect with the quality department, where a human specialist will sort out the details.

Integration with CRM toHR analytics and corporate surveys

There is a need for regular monitoring of employee sentiments within corporations. Some may feel uncomfortable discussing the company’s “problems” with management directly, but employees are often more willing to answer questions like “Are you happy with the size of your bonuses?” or “Do you feel supported by your manager?” to a voice robot – the level of anonymity seems higher. This helps collect honest answers, without unnecessary softening and tricks.

Example : Every six months, the company launches fax list an anonymous “pulse survey”, where a robot calls employees and asks 3-4 questions according to a script. The results are compiled into a report, where problematic departments or processes are highlighted. Managers see that. Integration with CRM say, motivation has dropped in the IT department due to constant overtime, and can take action.

Technology is good, but success depends largely on how you apply it. Here are some important steps to consider.

A clear goal and a well-thought-out scenario

Before you launch your campaign, decide what exactly you want to find out. A common mistake is to try to cover everything at once and cram 20 questions into the conversation. People don’t like surveys that are too long, especially over the phone. It’s better to focus on 3-5 key points that really matter.

Example of a marketing survey script:

  1. Greeting: “Hello! We are conducting a short survey, it will take no more than a minute.”
  2. First question: “Please rate our delivery service on a scale of 1 to 5.”
  3. Second question: “What would you change in the delivery process? Say it briefly into the microphone, we will record everything.”
  4. Closing: “Thank you for participating! Your feedback is very important to us. Have a nice day!”

Audience selection

If you survey too broad a group, you risk wasting resources on people who do not meet the objectives of the study. To increase representativeness, it is better to segment the base in advance using data from the CRM: age, region of residence, purchasing history. For example, if you are asking about the impression of a new service in an online store, it is more logical to contact those who already use this service.

Adaptation to the client’s reaction

In some scenarios, it is important to give the respondent the opportunity to clarify what exactly they mean. Modern voice robots are able to recognize short voice responses, but you need to set up branches. If a person says, “I have a complaint,” the system can offer to connect with an operator or ask a clarifying question: “Tell me, what is the problem?”

A big advantage of automated surveys is the instant transfer of data to a single system. This allows you to quickly compile reports: how many people responded, what ratings they gave, where negativity most often occurs. Based on the reports, managers or analysts can quickly change scripts, improve the product, or even stop a “sick” project if the feedback shows critical problems.

Voicebots vs. other survey methods

Whether you should replace your call center and online forms with voice bots depends on the specific situation. Let’s look at a comparison chart that evaluates four popular survey methods: voice bots, call center, online forms, and SMS surveys.

Method Speed Price Reliability Respondent engagement
Voice robots Very high (thousands of calls/hour) From low to medium (depending on tariff) High (strict script, no fatigue) Average (not everyone likes auto-calls)
Call center Average (operators limited) High (salaries, jobs) Average (operators may make mistakes) High (live communication)
Online surveys High (mailing to thousands of people) Low (except platform costs) Average (respondents may answer carelessly) Low (many ignore questionnaires)
SMS surveys Average (depends on the volume of the base) Average (depends on operator tariffs) Low (short texts, no detailed answers) Low (many ignore SMS)

The table shows that voice robots have one of the best combinations. Integration with CRM high speed, relatively low cost and fairly high reliability. At the same time, live operators still win in the depth of communication and involvement, and online questionnaires are good if you have a base of loyal users who are inclined to voluntarily answer questions on the Internet. However, it is the robot that makes it possible to conduct regular mass social surveys with minimal effort and costs.

Conclusion

Voice robots have long ceased to be science fiction and are increasingly becoming a part of our everyday lives. For social surveys, this means:

  • Savings : Integration with CRM lower costs for personnel and operational activities.
  • Speed : instant coverage of a large audience and the ability to “catch up” with those who did not respond the first time.
  • Accuracy : everyone gets the same questions, the robot doesn’t get confused, doesn’t get tired, doesn’t forget.
  • Flexibility : the campaign can be quickly adjusted, new survey branches can be added or wording can be changed on the fly.