Use Cases and Deployment Scope
We use SurveyMonkey in my organization for generating and sending forms to prospects and clients such as intake forms, specific follow up surveys for particular services, feedback forms, referral forms, and testimony forms. The intake form is how prospects can tell us about themselves and what services they need, so we can connect them to the next right step. We use SurveyMonkey through key checkpoints of our sales funnel/client pipeline.
Alternatives Considered
HubSpot CRM and Google Forms
Other Software Used
HubSpot CRM, Google Drive, Google Meet, RingEX, PandaDoc, Google Sheets, Google Slides, Beautiful.ai, ChatGPT, Perplexity, Anthropic Claude, Squarespace, QuickBooks Online, monday.com, Miro