The role of SharePoint forms in capturing and analyzing customer feedback
06/09/2023

Customer feedback is an essential component of any successful business. It provides valuable insights into customer satisfaction, preferences, and areas for improvement. To effectively capture and analyze customer feedback, businesses often rely on online forms. In this article, we will explore the role of SharePoint forms in capturing and analyzing customer feedback, and how they can benefit businesses of all sizes.

What are SharePoint Forms?

SharePoint forms are digital forms that are created and managed within the SharePoint platform. They allow businesses to collect information from users in a structured manner. SharePoint forms can be customized to include various fields and question types, such as text fields, multiple-choice questions, and file uploads. These forms can be easily accessed and filled out by users through a web browser, making it convenient for both businesses and customers.

The Benefits of SharePoint Forms for Capturing Customer Feedback

SharePoint forms offer several advantages when it comes to capturing customer feedback:

1. Customizability

SharePoint forms can be easily customized to fit the specific needs of your business. You can add or remove fields, change question types, and even apply conditional logic to show or hide certain questions based on user responses. This level of customization allows businesses to collect the exact information they need to gain actionable insights from customer feedback.

2. Integration with SharePoint

SharePoint forms seamlessly integrate with the rest of the SharePoint platform, making it easy to store, manage, and analyze customer feedback. The data collected through SharePoint forms can be automatically stored in SharePoint lists or libraries, ensuring that all feedback is centralized and easily accessible to authorized users. This integration also allows for easy collaboration and sharing of feedback among team members.

3. Workflow Automation

SharePoint forms can be integrated with workflows to automate the processing and analysis of customer feedback. For example, you can set up a workflow that triggers an email notification to the relevant team members whenever a new feedback form is submitted. This automation streamlines the feedback collection process and ensures that feedback is promptly addressed and acted upon.

4. Data Analysis and Reporting

SharePoint forms provide businesses with powerful data analysis and reporting capabilities. The data collected through forms can be easily exported to Excel or other data analysis tools for further analysis. SharePoint also offers built-in reporting features, such as charts and graphs, to visually represent the feedback data. This allows businesses to identify trends, patterns, and areas for improvement based on customer feedback.

Best Practices for Creating SharePoint Forms for Customer Feedback

When creating SharePoint forms for capturing customer feedback, it's important to follow best practices to ensure the effectiveness and success of your feedback collection efforts. Here are some tips to consider:

1. Keep it Simple and User-Friendly

Avoid overwhelming your customers with a lengthy and complex form. Keep the form simple and easy to navigate. Use clear and concise language, and provide instructions or tooltips where necessary. Consider using conditional logic to show or hide questions based on user responses, to make the form more personalized and relevant to each customer.

2. Use a Mix of Question Types

Include a mix of question types in your form to gather different types of feedback. For example, use multiple-choice questions for quantitative data, such as ratings or rankings, and open-ended questions for qualitative data, such as suggestions or comments. This will provide a more comprehensive view of customer feedback and allow for deeper analysis.

3. Prioritize Key Metrics

Identify the key metrics and indicators that are most important to your business. Focus on collecting feedback related to these metrics, as they will provide the most valuable insights. For example, if customer satisfaction is a top priority, include questions specifically related to satisfaction levels and factors that influence satisfaction.

4. Test and Iterate

Before deploying your SharePoint form, test it thoroughly to ensure that it functions correctly and captures the desired information. Consider conducting a pilot test with a small group of customers to gather feedback on the form itself. Based on this feedback, make necessary improvements and iterate on the form to optimize its effectiveness.

Real-Life Examples: Using SharePoint Forms for Customer Feedback

Let's take a look at some real-life examples of how businesses have successfully used SharePoint forms to capture and analyze customer feedback:

1. Product Feedback

A consumer electronics company uses SharePoint forms to collect feedback on their products from customers. The form includes questions about product features, performance, and overall satisfaction. The feedback is automatically stored in a SharePoint list, allowing the product development team to easily analyze the data and identify areas for improvement.

2. Customer Service Feedback

A telecommunications company uses SharePoint forms to gather feedback on their customer service experience. The form includes questions about the friendliness of the staff, the speed of issue resolution, and the overall satisfaction with the service. The feedback is automatically routed to the customer service team, who can then take appropriate actions to address any issues raised.

3. Event Feedback

An event management company uses SharePoint forms to collect feedback from attendees after each event. The form includes questions about the event agenda, speakers, venue, and overall experience. The feedback is analyzed to identify trends and patterns, allowing the company to make improvements to future events and enhance the overall attendee experience.

4. Website Feedback

An e-commerce company uses SharePoint forms to collect feedback on their website usability and functionality. The form includes questions about navigation, search functionality, and the overall shopping experience. The feedback is regularly analyzed to identify any website issues or areas for improvement, ensuring a seamless and user-friendly online shopping experience for customers.

Conclusion

SharePoint forms play a crucial role in capturing and analyzing customer feedback. They provide businesses with a customizable and integrated solution for collecting feedback, automating workflows, and analyzing data. By leveraging SharePoint forms, businesses can gain valuable insights into customer preferences, improve their products and services, and ultimately enhance customer satisfaction. Whether it's product feedback, customer service feedback, event feedback, or website feedback, SharePoint forms can help businesses effectively capture and analyze customer feedback to drive success.

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