Exploring the use of SharePoint forms in creating and managing customer feedback and satisfaction programs

SharePoint is a powerful tool that can be used for various purposes in organizations, including managing customer feedback and satisfaction programs. By utilizing SharePoint forms, businesses can streamline the process of collecting and analyzing customer feedback, ultimately improving their products and services. In this article, we will explore the benefits of using SharePoint forms in creating and managing customer feedback and satisfaction programs, and provide a step-by-step tutorial on how to set it up.

Benefits of using SharePoint forms

SharePoint forms offer several advantages when it comes to creating and managing customer feedback and satisfaction programs:

1. Streamlined data collection

With SharePoint forms, businesses can easily create customized data collection forms that are tailored to their specific needs. These forms can include various fields such as customer contact information, satisfaction ratings, feedback comments, and more. By standardizing the data collection process, businesses can ensure consistency and accuracy in the information collected.

2. Centralized data storage

SharePoint forms allow businesses to store all customer feedback data in a centralized location, making it easy to access and analyze. This eliminates the need for manual data entry and reduces the risk of data loss or duplication. The centralized storage also enables businesses to track and monitor customer feedback trends over time, providing valuable insights for decision making.

3. Collaboration and communication

SharePoint forms facilitate collaboration and communication among team members involved in the customer feedback and satisfaction program. Multiple users can access and update the forms simultaneously, ensuring real-time visibility and transparency. The built-in commenting and notification features also enable efficient communication and follow-up with customers.

4. Integration with other SharePoint tools

SharePoint forms can be seamlessly integrated with other SharePoint tools and functionalities, such as workflows, document management, and task management. This integration enables businesses to automate processes, assign tasks, and track progress, resulting in improved efficiency and productivity.

Setting up SharePoint forms for customer feedback and satisfaction programs

Now that we have explored the benefits of using SharePoint forms, let's dive into the step-by-step process of setting it up:

Step 1: Create a SharePoint list

The first step is to create a SharePoint list to store the customer feedback data. To do this, follow these steps:

1. Open SharePoint and navigate to the site where you want to create the list.
2. Click on "Site Contents" and then "Add an app".
3. In the "Apps" section, select "Custom List".
4. Enter a name for the list, such as "Customer Feedback".
5. Click on "Create".

Step 2: Customize the list form

Once the list is created, you can customize the form to include the necessary fields for collecting customer feedback. To do this, follow these steps:

1. Open the list you created in the previous step.
2. Click on "List" in the ribbon and then "Form Web Parts" in the "Customize List" section.
3. Select "Default New Form" to customize the form for adding new feedback.
4. Click on "Edit Form" to open the form in edit mode.
5. Add or remove fields as needed using the form editor.
6. Click on "Save" to save the changes.

Step 3: Set up workflows and automation

Once the form is customized, you can set up workflows and automation to streamline the customer feedback process. For example, you can create a workflow that sends an email notification to the customer support team whenever a new feedback is submitted. To do this, follow these steps:

1. Open the list you created in step 1.
2. Click on "List" in the ribbon and then "Workflow Settings" in the "Share & Track" section.
3. Click on "Add a workflow" and select the desired workflow template.
4. Configure the workflow settings, such as the trigger conditions and actions.
5. Click on "Save" to save the workflow.

Step 4: Analyze and visualize the data

Once the customer feedback data is collected, you can analyze and visualize it using SharePoint's built-in analytics and reporting tools. These tools allow you to create charts, graphs, and dashboards to gain insights into customer satisfaction levels and identify areas for improvement. To do this, follow these steps:

1. Open the list you created in step 1.
2. Click on "List" in the ribbon and then "Integrate & Share" in the "Share & Track" section.
3. Select the desired analytics tool, such as Power BI or Excel.
4. Follow the prompts to configure the analytics tool and generate the desired reports.

Conclusion

SharePoint forms provide a powerful and efficient solution for creating and managing customer feedback and satisfaction programs. By leveraging SharePoint's customizable forms, centralized data storage, collaboration features, and integration capabilities, businesses can streamline their feedback collection process and gain valuable insights to improve customer satisfaction. Follow the step-by-step tutorial provided in this article to set up SharePoint forms for your own customer feedback and satisfaction program, and start reaping the benefits today.