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Learn how custom surveys make it easier for customers to share inputs through a branded, professional experience, while helping your team turn responses into reusable value data.

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What to use Custom Surveys for?

With Custom Surveys, you can gather both quantitative and qualitative information to help inform your business cases and overall customer strategy.
  • Pre-Sales:
    • Gather baseline data from prospects to help make your business case even more credible
  • Post-Sales
    • Gather baseline info from existing customers if you don’t have any baseline information
    • Level set information with different and new stakeholders
    • Get updated information to better inform engagements, upsells/expansions, and renewals

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How to Create and Use Custom Surveys

1

Navigate to your opportunity's deal page.

If logging directly into Minoa, click on the opportunity you want to work on and you’ll be directed to the deal page hub.
2

Scroll down to 'Customer Surveys'

3

You can select a template and modify as you see fit or create your own custom survey.

4

Add metrics (tied to your company's value framework's use cases/calculations)

5

Add any qualitative questions (other metrics you'd like to gather and any other question(s) that would be helpful for you to understand how to help your customer).

6

Once you've finished building your survey, select 'Launch Survey'

7

You'll be redirected back to the deal page hub. Hover over the clipboard to copy your survey link and send to your stakeholder(s).

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8

You'll get a notification when your customer responds. When you click on the person icon, you'll be able to view the responses and import specific answers to your business case.