Customer Input Surveys

Overview

Problem

A key friction point in Minoa's workflow was data collection. To build compelling ROI models, sellers needed real business metrics from prospects: current costs, team sizes, time spent on processes. This was happening through spreadsheet requests sent over email, which created delays, felt insecure for sensitive data, and required manual data transfer back into Minoa.

Solution

Customer Surveys brought the data collection workflow into the platform with a dual experience: a seller side for creating and monitoring surveys, and a prospect portal that feels secure and professional. The solution reduced friction for everyone and automated the entire pipeline from data collection to ROI calculation.

Create and Launch Surveys

Select and group inputs needed to gather baseline metrics from your prospect. Launch and send a customer-facing survey with confidence.

Create and Launch Surveys

Select and group inputs needed to gather baseline metrics from your prospect. Launch and send a customer-facing survey with confidence.

Create and Launch Surveys

Select and group inputs needed to gather baseline metrics from your prospect. Launch and send a customer-facing survey with confidence.

Monitor Response Completion

With the survey in flight, easily see what is completed in real-time, and keep track of what still needs to get done.

Monitor Response Completion

With the survey in flight, easily see what is completed in real-time, and keep track of what still needs to get done.

Monitor Response Completion

With the survey in flight, easily see what is completed in real-time, and keep track of what still needs to get done.

Review and Approve Responses

Users are in control with the ability to select and approve (individually or batched) which responses to push the ROI model.

Review and Approve Responses

Users are in control with the ability to select and approve (individually or batched) which responses to push the ROI model.

Review and Approve Responses

Users are in control with the ability to select and approve (individually or batched) which responses to push the ROI model.

Prospect Experience

Potential customers receive a link that directs them to a clean and secure portal to input their financial data.

Prospect Experience

Potential customers receive a link that directs them to a clean and secure portal to input their financial data.

Prospect Experience

Potential customers receive a link that directs them to a clean and secure portal to input their financial data.

Client Background

Minoa is a value intelligence platform that helps B2B sales teams create collaborative business cases: turning complex ROI spreadsheets into clean, shareable documents that sellers co-create with their prospects. These business cases are living documents that prospects can interact with, not static PDFs.

Requirements

Relieve data collection bottleneck

Users were collecting customer info manually. The process was slow, insecure and inaccurate.

Relieve data collection bottleneck

Users were collecting customer info manually. The process was slow, insecure and inaccurate.

Relieve data collection bottleneck

Users were collecting customer info manually. The process was slow, insecure and inaccurate.

Two-sided experience

Addressing the seller workflow, and the prospect experience meant this needed to be a dual-experience feature

Two-sided experience

Addressing the seller workflow, and the prospect experience meant this needed to be a dual-experience feature

Two-sided experience

Addressing the seller workflow, and the prospect experience meant this needed to be a dual-experience feature

Visibility and clarity for sellers

Sellers needed visibility into the prospect experience in order to confidently share something new with a potential customer.

Visibility and clarity for sellers

Sellers needed visibility into the prospect experience in order to confidently share something new with a potential customer.

Visibility and clarity for sellers

Sellers needed visibility into the prospect experience in order to confidently share something new with a potential customer.

Prioritize trust for prospects

The solution would need to signal trust with a polished interface indicating sensitive financial data would be secure.

Prioritize trust for prospects

The solution would need to signal trust with a polished interface indicating sensitive financial data would be secure.

Prioritize trust for prospects

The solution would need to signal trust with a polished interface indicating sensitive financial data would be secure.

Solution

We built Customer Input Surveys: a connected two-sided experience:

On the seller side, they could create and launch surveys, track completion, and approve responses directly into the ROI model. On the prospect side, they saw a polished, branded portal that felt secure and professional

Seller Experience

2

1

1

Create, launch, monitor

Create a survey, select which data inputs you need, and send it to your prospective customer. View real-time survey responses, easily see inputs awaiting completion.

1

Create, launch, monitor

Create a survey, select which data inputs you need, and send it to your prospective customer. View real-time survey responses, easily see inputs awaiting completion.

1

Create, launch, monitor

Create a survey, select which data inputs you need, and send it to your prospective customer. View real-time survey responses, easily see inputs awaiting completion.

2

Review and approve responses

Review responses for accuracy and approve them to flow directly into your ROI calculation, see them update in the business case, auomatically.

2

Review and approve responses

Review responses for accuracy and approve them to flow directly into your ROI calculation, see them update in the business case, auomatically.

2

Review and approve responses

Review responses for accuracy and approve them to flow directly into your ROI calculation, see them update in the business case, auomatically.

Prospect Experience

2

1

1

Secure Portal

A customer portal with guided fields, validation, progress indication and transparency about how their data will be used.

1

Secure Portal

A customer portal with guided fields, validation, progress indication and transparency about how their data will be used.

1

Secure Portal

A customer portal with guided fields, validation, progress indication and transparency about how their data will be used.

2

Polished and Branded

A clean, simple and clear flow that guides the customer to completing all fields in a high trust experience.

2

Polished and Branded

A clean, simple and clear flow that guides the customer to completing all fields in a high trust experience.

2

Polished and Branded

A clean, simple and clear flow that guides the customer to completing all fields in a high trust experience.

Impact

Sales Cycle Velocity

Eliminating email and spreadsheet back-and-forth as well as manual data transfer errors saved hours per deal.

Sales Cycle Velocity

Eliminating email and spreadsheet back-and-forth as well as manual data transfer errors saved hours per deal.

Sales Cycle Velocity

Eliminating email and spreadsheet back-and-forth as well as manual data transfer errors saved hours per deal.

Workflow Consolidation

Single window experience for sellers and prospects rather than having email, their spreadsheet, and Minoa open.

Workflow Consolidation

Single window experience for sellers and prospects rather than having email, their spreadsheet, and Minoa open.

Workflow Consolidation

Single window experience for sellers and prospects rather than having email, their spreadsheet, and Minoa open.

Completion Rate and Trust Boost

Our solution increased completion rates and the resulting value proposition was more accurate.

Completion Rate and Trust Boost

Our solution increased completion rates and the resulting value proposition was more accurate.

Completion Rate and Trust Boost

Our solution increased completion rates and the resulting value proposition was more accurate.

Minoa Soft Intro

Every survey is a bonus prospect touchpoint, and gives prospects a taste of the product early.

Minoa Soft Intro

Every survey is a bonus prospect touchpoint, and gives prospects a taste of the product early.

Minoa Soft Intro

Every survey is a bonus prospect touchpoint, and gives prospects a taste of the product early.