What does integrating Qualtrics with a CRM allow for in reports?

Integrating Qualtrics with a Customer Relationship Management (CRM) system significantly enhances reporting capabilities by allowing CRM data to be included in the Qualtrics dashboard reports. This integration means that valuable customer data and insights captured through surveys can be combined with existing CRM information, enabling a more comprehensive analysis of customer feedback and interactions.

For instance, you can correlate survey responses with customer demographics, purchase history, or service interactions, providing deeper insights into customer behavior and satisfaction. This holistic view can lead to more informed decision-making and targeted strategies to improve customer experience.

In contrast, accessing past survey results only limits the scope of analysis to historical data without integrating valuable context from CRM, while excluding operational data would remove key performance indicators that are crucial for understanding the business's operational effectiveness. Manual extraction, while possible, is time-consuming and prone to errors, making integration a far more efficient and effective approach for obtaining a complete view of customer feedback and performance metrics.