ZINFI’s Survey Management module is a cloud-based tool integrated into its Unified Partner Management (UPM) platform, designed to automate the creation, distribution, and analysis of surveys for partners, prospects, and customers. It streamlines survey workflows for compliance, risk assessment, and feedback collection, consolidating all survey data within a single system for actionable insights and improved partner management.

Key Features

Automated Survey Creation and Distribution Automate the full survey lifecycle, from design to delivery and response collection.

• Build custom surveys with integrated logic, branching, and multilingual support.
• Schedule surveys and set automated reminders for respondents.

Workflow Integration and Triggered Actions Link survey results to automated workflows and business rules.

• Define actions based on survey responses (e.g., rewards, commissions).
• Integrate survey data with partner and customer records.

Advanced Reporting and Analytics Gain deep insights through integrated BI reporting tools.

• Aggregate and visualize survey data with dashboards and scorecards.
• Drill down into survey metrics by various parameters for detailed analysis.

Audience Automation and Feedback Instantiation Target and manage survey audiences efficiently.

• Automate audience selection and feedback collection.
• Document opinions and perceptions at key stages.

Benefits

Streamlined Survey Management Efficiently manage complex survey processes across multiple business units.

• Reduce manual effort through automation.
• Ensure consistent and timely survey distribution.

Enhanced Data-Driven Decision Making Leverage survey insights for better partner and customer engagement.

• Identify trends and areas for improvement.
• Support compliance and risk assessment initiatives.

Improved Accountability and Retention Centralize survey data to foster accountability and improve retention strategies.

• Track and document feedback for compliance and quality assurance.
• Use insights to anticipate needs and minimize negative feedback.