Making sage work for business


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Analyse & Report

Raise Task for Issues

Share Feedback

Enhance your Image

Improve service and retain customers…

Attracting new business is hard and costly, so we all want to keep every customer we can. Listening to your customers is a great way to measure the heart-beat of your business, giving you insights into areas where service can improve, and an opportunity to tackle issues before they result in the loss of one or more customers.

With the Customer Survey System you can randomise surveys based on preferred criteria, with the customer receiving a branded web based survey that feeds directly back into your system for notification, analysis, and follow-up if needed.

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Enhances your image

Supports your overall company branding/image and shows customers you value their opinion and care about the service you deliver.

Survey on almost any operation, for example completed orders to gain feedback on performance, delivery and order accuracy, on closed service /complaint Cases to check on service satisfaction, or sales Leads/Opportunities to monitor sales performance.

Customers receive a branded email with a personalised message and taken to a webpage to complete survey questions.

Responses are then emailed internally to selected people for immediate notification, and written into Sage CRM for analysis through the specifically created reports and charts.

Where a survey has a negative response, a Task or Case can be automatically created and assigned to one of your team to investigate the concerns and respond to the customer if needed.

Features & Benefits of the Customer Survey System

Implement Quickly

Get up and running quickly and start getting feedback from your customers! Start with one survey and add more where needed.


Share Feedback

Provide additional dynamic feedback and analysis of survey results including to stakeholders and field based teams.

Set-up & leave running!

Once created, surveys are generated automatically and provide ongoing continuous feedback, keeping you informed of customer satisfaction.

Analysis and reporting

Survey results are stored for analysis and reporting, allowing you to measure overall ratings and trends over time.

Personalised & linked

Surveys can be personalised and create a unique identifier to link back to the Case or transaction in you Sage 200, CRM &  Realitex200 solutions.

Raise a task for tracking

Set parameters for any negative responses to create a Task in CRM and assign to a user for review and any follow up action.

Speak to someone about the Survey System

Looking for more information?

Wharncliffe Product

Developed by the Wharncliffe team meaning you can get the assistance you need from the source.


We’d be happy to provide you and your team with a complimentary product demonstration.

Ask a Question

Speak to a member of the Wharncliffe team who will be able to assist with any questions you may have.

Getting in touch…

Getting the answers you need is simple! You can call a member of our experienced team or a speak to our dedicated and knowledgeable sales team who can simply speak to you over the phone, arrange a meeting with you, or arrange a demonstration tailored to your business requirements.

01226 361 100

General Enquiries