News

A Spreadsheet is not a CRM!

A spreadsheet is not a CRM – why does that matter for your surveying business? A spreadsheet is an easy way to get started without much planning. You can add in new columns and rows to log extra information as you learn what type of information you want to capture. Whilst they’re quick to create,

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July 8, 2022

Why adopting a CRM is key for a small surveying business

Remove stresses and optimise your business with a surveying CRM As a small surveying business, a typical way of managing your sales and ongoing survey management may look something like: This works well… until it doesn’t. There are a number of issues that arise from this way of working that aren’t apparent whilst things are

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July 1, 2022

Recession Proof Your Surveying Business with Automation

Make sure your surveying business is optimised to handle a recession No one knows if a recession is on the way or not. Different commentators have different opinions as to whether or not we are expecting to see another great recession or if things will all be fine. However, regardless of the actual outcome it

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June 24, 2022

Top Tips for a Successful Surveying CRM Implementation

It’s a journey, not a sprint You’ve got the keys to the car (or the login to your account) and you’re excited to get going and transform your business. But just like you took time to learn to drive before you started planning road trips, you have to plan in time to get to know

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June 17, 2022

Survey Booker on World Earth Day 2022

Survey Booker is a Carbon Neutral Industry Supplier On World Earth Day we reflect further on our impact on the environment and how we can ensure we make a positive impact on the world that powers us. Since August 2021 Survey Booker has been net Zero working with Consequence to offset our carbon emissions. This

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April 25, 2022

Survey Booker Integrates with GoReport

Leading digital surveying solution GoReport have joined forces with the leading CRM for Surveying platform Survey Booker to announce a smart integration.  Survey Booker provides a market leading CRM solution that delivers exceptional customer experience and helps manage the survey process with ease. The unique software is purpose built for both small and large practices

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April 7, 2022

Survey Booker at the Sava Careers Fair 2022

Survey Booker is attending this years Sava Careers Fair! Come and visit our stand to find out more about the roles we are recruiting for and to learn more about our CRM and survey management system. Not only that you can grab a Krispy Kreme donut and a Survey Booker keyring tape measure – handy

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March 24, 2022

Sava Technical Bulletin 39 – Customer Management and Technology

Survey Booker in the Sava Technical Bulletin – Edition 35 Survey Booker Director, Matt Nally, talks about the importance of customer management and how technology can help you with this to reduce your risk of claims. Where there is a claim use of technology can help you better manage the claim process. Take a look

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December 21, 2021

Survey Management System

Whether you are a sole-trader or a large company it is important to have a survey management system in place to ensure every customer has a consistent experience. This also helps to maintain levels of quality when routines are disrupted.  What processes can a survey management system handle?  A survey management system can be set

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May 11, 2021

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