If you use Sage One, When you invoice a customer and look forward to receiving payment, we automatically check that the customer was completely satisfied. You either get confirmation that everything’s OK (and maybe a positive review for your website) or you get the chance to fix any problems straight away. It’s all designed to make sure your customer is happy to bring you more business again soon, and is confident to recommend you to others.
How to connect SageOne and CustomerSure
1. Log in to CustomerSure, select SageOne integration. You’ll then be asked to log in to SageOne and approve the connection.
Now CustomerSure can automatically check that your customers are completely happy and keep you up to date with real time feedback. But you have lots of control over what happens to make sure it’s right for your customers. The following sections describe the options you can set.
2. Choose the settings that are right for you and your customers.
After you’ve approved the link you’ll be asked to check the settings. (You can change these any time afterwards using ‘Sage One settings’ under the ‘Satisfaction checks’ menu).
Choose a delay if you want to allow time for your invoice to arrive before the satisfaction check. Then select the type of survey to send. A default survey is included called “SageOne invoice sent” but you can change the questions or design your own. (Edit questions using the ‘Surveys’ menu).
If you wish you can create more surveys to use for other areas of your your business such as customer support, seminars or training. It’s easy to send them out - just copy the survey link and send it by email.
That step completes integration and set-up between SageOne and CustomerSure.
3. Satisfaction checks will now be sent automatically
From now on a simple satisfaction feedback form is created whenever you create an invoice, and sent according to the settings you've chosen.
Learn about Satisfaction Checks
You can edit the satisfaction check under the 'Surveys' menu to make sure it contains the questions you'd like to ask. You can also choose which questions (if any) within a survey that you want to use as public reviews.
You can always stay in control of who receives satisfaction checks. You can make one-off or permanent changes, and these settings are described in the Help section on Satisfaction Checks.