What is

Customer survey

April 9, 2025

What is a Customer Survey?

A customer survey is a method of collecting feedback directly from customers. It helps businesses gain insights into customer satisfaction, expectations, and areas needing improvement.

Common Types of Customer Surveys

Surveys come in various forms, each tailored to specific goals.

  • Feedback Surveys: These focus on understanding how customers feel about a product or service.
  • Market Research Surveys: Designed to identify trends, preferences, and market demands.
  • Product Satisfaction Surveys: These measure how well a product meets customer expectations.

Why Use Customer Surveys?

Importance of Understanding Customer Needs

Without knowing what customers truly want, businesses risk losing relevance. Surveys offer actionable insights into these needs.

Benefits for Customer Retention

Happy customers are loyal customers. Surveys highlight pain points that can be addressed to keep customers satisfied.

Driving Innovation Through Feedback

Customer feedback often inspires new ideas. Whether it’s tweaking an existing product or launching something entirely new, surveys are a goldmine for innovation.

What Tools Can Be Used to Create Surveys?

Popular Survey Tools for Businesses

  • SurveyMonkey: A robust platform offering customizable survey templates.
  • Typeform: Known for its engaging and interactive survey designs.
  • Google Forms: A free and straightforward tool for creating simple surveys.

Tips for Creating Customer Surveys

Define Your Survey Goals

Before creating a survey, know what you want to achieve. Are you measuring satisfaction? Exploring new product ideas? Having clear goals will guide your questions.

Keep It Simple and Relevant

Nobody likes a long, tedious survey. Stick to relevant questions and keep it concise.

Use a Mix of Question Types

Balance open-ended questions for detailed feedback with closed-ended ones for easy analysis.

  • Open-Ended Questions: Allow customers to share their thoughts freely.
  • Closed-Ended Questions: Provide specific options for easier data collection.

Test Your Survey Before Sending It Out

Run a pilot test to identify and fix any issues, ensuring the survey flows well and is easy to complete.

Tips for Building a Customer Success Strategy

Align Surveys with Customer Success Goals

Surveys should help track metrics like Net Promoter Score (NPS) or Customer Effort Score (CES) that tie directly to customer success.

Act on Survey Feedback Promptly

Collecting feedback isn’t enough—acting on it shows customers that their opinions matter.

Monitor and Improve the Customer Journey

Use survey insights to identify pain points in the customer journey and create strategies to address them.

FAQs

How often should businesses conduct customer surveys?

It depends on your goals, but a quarterly or bi-annual survey is a good starting point for most businesses.

What’s the best way to analyze survey data?

Use tools like Excel, Tableau, or survey software analytics to identify trends and actionable insights.

How can customer surveys improve product design?

Feedback highlights what customers like and dislike, helping refine features or create new solutions.

Are there alternatives to surveys for gathering customer feedback?

Yes, methods like user interviews, focus groups, and social media listening also provide valuable insights.

What’s the ideal survey length for better engagement?

Surveys with 10 or fewer questions typically see higher completion rates.

What is the right plan for my firm?

Our Expand package is great for starters or those with some experience management knowledge who want to start a program or take the next step. Transform is for those who want the most in-depth insights and best industry expertise.

How are your plans priced?

Our plans are customizable to fit the needs of professional service firms. They are subscription-based, renew annually and are tiered by the number of full time employees a client has.

Is there any flexibility to improve my base package?

Absolutely! We offer a wide range of customizable add-on features so you can create the solution that best fits your needs.

What kind of support does ClearlyRated provide?

Both packages include white glove onboarding. Beyond implementation, we offer Basic and Premium support. These two options cover everything from annual account reviews to 3-hour response time for communications.

FAQs

What is the right plan for my firm?

Our Expand package is great for starters or those with some experience management knowledge who want to start a program or take the next step. Transform is for those who want the most in-depth insights and best industry expertise.

How are your plans priced?

Our plans are customizable to fit the needs of professional service firms. They are subscription-based, renew annually and are tiered by the number of full time employees a client has.

Is there any flexibility to improve my base package?

Absolutely! We offer a wide range of customizable add-on features so you can create the solution that best fits your needs.

What kind of support does ClearlyRated provide?

Both packages include white glove onboarding. Beyond implementation, we offer Basic and Premium support. These two options cover everything from annual account reviews to 3-hour response time for communications.

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