Creating a sales survey solution with Microsoft Forms
Web forms are an excellent tool for gathering information. Whether you require feedback from a specific process, an event registration, or even a simple contact form, you must clearly define the fields to collect the data in these forms.
Microsoft Forms gives you an easy way to create them with an easy-to-use interface that allows you to quickly create forms, quizzes, and polls. We will use this service to complete our solution by integrating an automated cloud flow using Power Automate.
The first step is to design a sales survey, and then, depending on the answers received, we will notify a team to further engage with the customer.
The way we notify people in our organizations has evolved since emails. The norm is using email for external users and collaboration tools for internal ones. Users prefer receiving rich notifications with which they can interact directly using their platform of choice.
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