Surveys are an essential tool for gaining customer feedback and making changes that cater to the customer needs. Let's try and understand all about surveys and how you can conduct them effectively.

1. THE ALL YOU CAN KNOW GUIDE
PHONE
SURVEY
SOFTWARE

2. WHAT IS
A PHONE
SURVEY?
Phone survey software is used to conduct
polls on a defined or targeted group of
people with the aim of understanding and
recording their behavior on a specific
issue or idea.

3. HOW DO YOU CONDUCT A PHONE
SURVEY?
WITH A LIVE INTERVIEWER WITH AN AUTOMATED CALL
A live person
Calls a list of contacts Asks a series of questions
Records them on the software
An automated machine
Calls a list of contacts Asks a series of questions
Respondents press button on
their phone to submit their answer

4. DIFFERENT
TYPES OF
PHONE
SURVEY
SOFTWARE

5. OUTBOUND PHONE SURVEY
SOFTWARE
Where a live interviewer or machine makes
the calls to a list of numbers.
INBOUND PHONE SURVEY
SOFTWARE
Where the respondents call on the inbound
number or are transferred by the call support
department for a survey.
SURVEY
AUTOMATED
MACHINE

6. HOW TO
CONDUCT A
PHONE
SURVEY
SOFTWARE
WITH LIVE
INTERVIEWERS
S T A R T W I T H A G R E E T I N G
"Hello, may I speak with Dan please?"
I N T R O D U C E Y O U R S E L F
"Hi Dan, my name is Venessa, and I work for AB
research group. We have been asked to conduct
a poll with the parents of this area regarding the
public schools and their facilities."
A S K F O R P E R M I S S I O N
"Do you mind if I ask you a few questions? I
won't take up a lot of your time."
R E C O R D T H E A N S W E R S A N D
T H A N K T H E M
"Thank you for your time. I have recorded your
answers. Have a nice day!"

7. SETTING UP
A PHONE
SURVEY ON
A SOFTWARE

8. MAKE A
CONTACT
LIST
AND UPLOAD IT
T H E F I R S T S T E P I S T O M A K E A
C O N T A C T L I S T
F O L L O W E D B Y U P L O A D I N G I T
Either manually or through
CRM integration
Tip: Your contact list should contain numbers of people
who are actually affected by the poll and people who can
provide you with honest feedbacks.

9. CREATE A
SCRIPT
FOR YOUR
AGENTS
C R E A T E A S C R I P T T H A T Y O U R
A G E N T S C A N F O L L O W
Creating a script ensures
that the agents stay on track
and take minimum time of
the respondents.
Tip: Try putting some variable sections in your script so
that it seems personalized and not redundant.
Hello, may I speak with (name) please?
Hi, I'm speaking from AB research
group, do you mind if I ask you a
few questions?

10. ADD YOUR
SURVEY
QUESTIONS
D E C I D E O N T H E Q U E S T I O N S Y O U
W A N T T O A S K A N D A D D T H E M T O
T H E S O F T W A R E .
Adding your questions is the
most vital part of your survey
as the basis of your whole
survey depends on them.
Tip: Try to keep your survey questions short and to the
point with objective answers. It will help you in recording
the respondent opinions in a better way.
Are you satisfied with the school
transport system?
YES
NO
PARTIALLY

11. MARK THE
OUTCOME
OF THE CALL
U S E D I F F E R E N T T A G S T O M A R K T H E
O U T C O M E O F T H E C A L L
Using pre defined tags for
marking the outcome of the
call helps the agents work
faster and get the overall
report of the survey.
Tip: You can add contacts to the retry group if you detect
answering machines or busy tones. This segregation will
help you differentiate effectively.
CALL DISPOSITION
NO.ANS
ANS.MACHINE
BUSY.TONE
NOT.INTERESTED
CALL.BACK

12. CHOOSE
YOUR
DIALER
T H E R E A R E M A N Y D I F F E R E N T T Y P E S
O F D I A L E R S A V A I L A B L E T O
C H O O S E F R O M , N A M E L Y :
Power Dialer: When you want to reach every caller
on your list. Dials through one at a time.
Auto Dialer: Skips over wrong numbers, busy tones
and dials according to the dial ratio fed.
Predictive Dialer: Predicts and connects the agent
only to the answered calls.
Tip: Choose the dialer that best fits your requirements
and number of agents.

13. ASSIGN
AGENTS TO
CAMPAIGNS
A S S I G N D I F F E R E N T A G E N T S T O T H E
M U L T I P L E C A M P A I G N S Y O U H A V E
Assigning the agents to
different campaigns helps
them focus on one survey
and ace it.
Tip: You can maybe use all your resources on one
campaign for a quicker or immediate result or run several
campaigns at once if you don't require instant results.

14. YOUR SURVEY
RESULTS ARE
READY
Y O U C A N N O W E X P O R T T H E S E R E S U L T S O R
F O R M G R A P H I C A L C H A R T S F O R T H I S D A T A
A C C O R D I N G T O Y O U R R E Q U I R E M E N T .

15. TO KNOW MORE AND
START YOUR SURVEY
V I S I T O U R W E B S I T E :
CLICK
HERE

16. ABOUT US
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