fusion feedback - a pre-release preview
DESCRIPTION
Fusion Feedback is feedback solution for Dynamics CRM 2011 and Dynamics CRM 2013. It deeply integrates with Dynamics CRM to provide a powerful feedback frameworkTRANSCRIPT
Fusion Feedback – Pre-release
PreviewA 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
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Promote generic survey response data into first class, strongly typed data in CRM
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• Survey automatically generates a feedback entity in CRM
• Feedback entity contains fields for each question/answer
Many feedbacks generated from a single survey
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} Case Feedback Entity Record
User Feedback Entity Record
ProductFeedbackEntity Record
Many feedbacks generated from a single survey - benefits
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• 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
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• 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
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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
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Feedback entities play nicely with Dynamics CRM
• Question fields have meaningful names not generic columns
• Single response questions generate numeric and OptionSet fields
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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
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Exporting of Data
• Each Feedback entity is generated with multiple views including an export view to make it easy to export to Excel
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Starter Feedback Charts and Dashboards – Overview Dashboard
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Starter Feedback Charts and Dashboards – By Related Entity
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Starter Feedback Charts and Dashboards – By Action
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Feedback Processes
• 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?
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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
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Contact us for a chat or a demo
• fusionsoftware.com
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