You can provide your customer’s contact information and project details to GuildQuality through the following options:
Upload Customer Files Through Your GuildQuality Account
Compile contact information and project details by downloading a template customized for your account, or export contact information and project details from your CRM system into an Excel file. Visit the Add Customers section of your account and click Upload Customer File to load your list for surveying.
Add Customers Individually Through Your GuildQuality Account
If you do not have a CRM system or want to add your contacts as their job or sales cycle is completed, adding them individually through your GuildQuality account might be your preferable method for submitting contact information and project details.
Visit the Add Customers section of your account to begin inputting information. A project consists of a customer name, phone number, email address, project address and at least one survey. Fill in the fields to add your new project. When you are done filling in the fields, click “Save Customer” at the bottom right. You will then be able to fill in additional project information on the next page, called the “homeowner profile page.”
Leave Customer Contact Information Over a Dedicated, Secure Voicemail
In an attempt to make the most out of your valuable time, we now offer the option to submit contact information over the phone. This way you can send your data in while you’re on the go! Please feel free to call into our secure voicemail at 404.751.4808 and give us your customer’s information, including name (spelled out), mailing address, phone number, email address (spelled out), and project completion date. A member of our Success team will transcribe the information and have a survey sent on your behalf.
Email Your Clients Directly to Our Data Team
When all else fails, you’re welcome to email your customer contact information, in an excel form, directly to firstname.lastname@example.org. Our data team will upload the list for you and then email you a confirmation once the upload is complete.
To ensure you keep your surveying program on track, set up a survey activity reminder. Your account manager will send you an email either once a week, every other week, or once a month depending on how often you’d like to submit your customer information for surveying.
The Zapier Integration
Zapier is a tool that can make your different apps work together automatically. This means less work for you! Effective 04/19/17, GuildQuality is now connected to Zapier, just like many other apps you’re probably already using. With a Zapier account, you can connect all your apps to each other. For your GuildQuality account, this means you can send us your customer data automatically. Tada! (It’s not really magic, but it sure feels like it.)
In order to use this, you’ll need a Zapier account. Visit zapier.com to get started and please click here for our detailed setup instructions. Zapier is free for most CRMs.
The Marketsharp Integration
GuildQuality has partnered with MarketSharp to make it easy for you to keep track of your customers and solicit authentic, trusted feedback. Setup takes place in two steps. First you will configure the MarketSharp settings in your GuildQuality account. Then, you will set up the integration in your MarketSharp account. Once you’ve completed these two steps, MarketSharp will automatically transmit your customer information to GuildQuality. Click here to learn how!