• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
QuestionPro

QuestionPro

questionpro logo
  • Products
    survey software iconSurvey softwareEasy to use and accessible for everyone. Design, send and analyze online surveys.research edition iconResearch SuiteA suite of enterprise-grade research tools for market research professionals.CX iconCustomer ExperienceExperiences change the world. Deliver the best with our CX management software.WF iconEmployee ExperienceCreate the best employee experience and act on real-time data from end to end.
  • Solutions
    IndustriesGamingAutomotiveSports and eventsEducationGovernment
    Travel & HospitalityFinancial ServicesHealthcareCannabisTechnology
    Use CaseAskWhyCommunitiesAudienceContactless surveysMobile
    LivePollsMember ExperienceGDPRPositive People Science360 Feedback Surveys
  • Resources
    BlogeBooksSurvey TemplatesCase StudiesTrainingHelp center
  • Features
  • Pricing
Language
  • English
  • Español (Spanish)
  • Português (Portuguese (Brazil))
  • Nederlands (Dutch)
  • العربية (Arabic)
  • Français (French)
  • Italiano (Italian)
  • 日本語 (Japanese)
  • Türkçe (Turkish)
  • Svenska (Swedish)
  • Hebrew IL (Hebrew)
  • ไทย (Thai)
  • Deutsch (German)
  • Portuguese de Portugal (Portuguese (Portugal))
Call Us
+1 800 531 0228 +1 (647) 956-1242 +52 999 402 4079 +49 301 663 5782 +44 20 3650 3166 +81-3-6869-1954 +61 2 8074 5080 +971 529 852 540
Log In Log In
SIGN UP FREE

Home Surveys

Pre-sales Survey: A Complete Guide to Boost Sales

A pre-sales survey is a helpful tool for gathering information that can be used to qualify prospective leads. Learn more about it here.

Sales can be challenging because you often have to sell to people who don’t need your products or don’t have the money to pay for them. This wastes a lot of time that could be saved with a simple survey before a sale. Spend some time making and sending out a pre-sales survey instead of trying to sell the wrong products to the wrong people.

In this blog, we will explore what pre-sales surveys are and provide a complete guide to boosting sales.

Content Index hide
1 What is a pre-sales survey?
2 Importance of pre-sales survey
3 How a pre-sales survey boosts sales
4 Conclusion

What is a pre-sales survey?

A pre-sales survey features questionnaires that reduce time wasted on bad leads, simplify sales cycles, increase conversion rates, and increase transaction size.

It lets you find out important things about your leads. This makes it easy to figure out if you can help them reach their goals or if your product isn’t right for them. So, you’ll know more about their needs and wants and the purpose they’re trying to reach by using your product.

Most importantly, a pre-sales survey will help your sales team avoid wasting time sending proposals to clients who aren’t interested, holding demos with clients who can’t afford your products, or speaking with leads who will never become clients. Instead, it will inform you how to target the right customers better and convert leads into clients.

Create memorable experiences based on real-time data, insights and advanced analysis. Request Demo

Importance of pre-sales survey

There are many ways in which pre-sale surveys can be helpful. One of the best things about it is that it keeps you away from wasting time and energy on bad leads. Here are some essential things about this survey:

Helps facilitate lead qualifying

Most of the people who inquire about doing business with you are not a good match for your organization. You can use a Pre-sales survey to filter out the less promising leads before devoting time and resources to furthering their development.

Saves time on poor leads

In order to check lead data and speed up the qualification process, pre-sale surveys can be quite helpful. It also gives immediate opportunities and leads intelligence, and cuts preparation time. Additionally, it ensures that sales reps only engage in conversation with the best leads.

Boosts sales

These kinds of surveys help learn about the preferences and predictions of the future of a lead. The data can help to personalize their experience and accelerate the stage of the sales funnel where they make a decision to buy.

Improves sales messaging

When you know what a potential customer is looking for, you can better focus all of your communications on those needs. This makes the whole process of buying more relevant.

How a pre-sales survey boosts sales

It is possible to increase sales by doing pre-sales questionnaires. You must comply with a few hints and guidelines to do this. Let’s take a look at a few of them right now.

Reduce the amount of time you spend on poor leads

As digital technology and sales tools improve, finding high-quality leads is easier. But more leads don’t always mean better leads, and most of them won’t get further than the first step of your sales process.

When you talk to a customer for the first time, you usually ask a series of qualifying questionnaires to see if it’s worth your time and theirs to keep in touch with. You can save time and get the details you need to decide which leads to follow by asking questions in a survey. You could ask the following questions in your survey:

  • How likely are you to buy our product?
  • What are you looking to buy from us?

Shorten the sales cycle

The hardest part of making a sale is explaining what you’re selling in a way that your potential customers can understand. A pre-sales questionnaire helps you know what they want before you even start. This saves you time and helps you make more sales.

Improve your overall rate of conversion

Not all of your clients will be around at all times. So, the longer it takes to get to the point, the less likely you will keep their attention. You’ll have the best chance of making it to the next step of your selling process if you can deliver the right message at the beginning.

Increase the scope of your dealings

The only thing your customers can buy is what you show them. But if you know more about their needs or budget, you can often develop new solutions that suit their purposes. You can make your business deal bigger by coming up with a wide range of solutions for your customers.

Pre-sale surveys can be used in this manner to assist you in going beyond the obvious solutions and increasing your sales.

Conclusion

We now have a good idea of a pre-sales survey and how it can help you make more sales. Now, you can use this survey to find out everything you need to know ahead of time and give your leads well-researched, valuable solutions.

QuestionPro CX is a customer experience management platform that lets you create and send surveys, get feedback in a closed loop, analyze customer sentiment, set up workflows, and more!

To find out more about the pre-sales questionnaire, you should contact QuestionPro immediately. Sign up for a free account or ask for a free demo so you can use everything QuestionPro CX offers.

       

SHARE THIS ARTICLE:

About the author
Fabyio Villegas
Copywriter and SEO Specialist. With over 11 years of experience in Digital Marketing and Educational Content Curation.
View all posts by Fabyio Villegas

Primary Sidebar

Gain insights with 80+ features for free

Create, Send and Analyze Your Online Survey in under 5 mins!

Create a Free Account

RELATED ARTICLES

HubSpot - QuestionPro Integration

Machine Customers: Future of Customer Decision-Making

Feb 13,2024

HubSpot - QuestionPro Integration

Wufoo vs Google Forms: Best Survey and + Form Builder

Sep 25,2024

HubSpot - QuestionPro Integration

Event Gamification: What it is with free tips

May 25,2022

BROWSE BY CATEGORY

  • Academic
  • Academic Research
  • Artificial Intelligence
  • Assessments
  • Audience
  • Brand Awareness
  • Business
  • Case Studies
  • Communities
  • Consumer Insights
  • Customer effort score
  • Customer Engagement
  • Customer Experience
  • Customer Loyalty
  • Customer Research
  • Customer Satisfaction
  • CX
  • Employee Benefits
  • Employee Engagement
  • Employee Engagement
  • Employee Retention
  • Enterprise
  • Events
  • Forms
  • Friday Five
  • General Data Protection Regulation
  • Guest Post
  • Insights Hub
  • Life@QuestionPro
  • LivePolls
  • Market Research
  • Marketing
  • Mobile
  • Mobile App
  • Mobile diaries
  • Mobile Surveys
  • New Features
  • non-profit
  • NPS
  • Online Communities
  • Polls
  • Question Types
  • Questionnaire
  • QuestionPro
  • QuestionPro Products
  • Release Notes
  • Research Tools and Apps
  • Revenue at Risk
  • Startups
  • Survey Templates
  • Surveys
  • Tech News
  • Tips
  • Training
  • Training Tips
  • Trending
  • Tuesday CX Thoughts (TCXT)
  • Uncategorized
  • VOC
  • Webinar
  • Webinars
  • What’s Coming Up
  • Workforce
  • Workforce Intelligence

Footer

MORE LIKE THIS

wells-fargo-nps-2025

Wells Fargo NPS 2025: What Businesses Can Learn

May 19, 2025

word-cloud

Word Cloud: What it is & How to Use QuestionPro Word Cloud?

May 16, 2025

synthetic data and ai - market research

Redefining Research Strategy with AI and Synthetic Data

May 15, 2025

Kohl's-NPS-2025

Kohl’s NPS & Satisfaction in 2025

May 15, 2025

Other categories

  • Academic
  • Academic Research
  • Artificial Intelligence
  • Assessments
  • Audience
  • Brand Awareness
  • Business
  • Case Studies
  • Communities
  • Consumer Insights
  • Customer effort score
  • Customer Engagement
  • Customer Experience
  • Customer Loyalty
  • Customer Research
  • Customer Satisfaction
  • CX
  • Employee Benefits
  • Employee Engagement
  • Employee Engagement
  • Employee Retention
  • Enterprise
  • Events
  • Forms
  • Friday Five
  • General Data Protection Regulation
  • Guest Post
  • Insights Hub
  • Life@QuestionPro
  • LivePolls
  • Market Research
  • Marketing
  • Mobile
  • Mobile App
  • Mobile diaries
  • Mobile Surveys
  • New Features
  • non-profit
  • NPS
  • Online Communities
  • Polls
  • Question Types
  • Questionnaire
  • QuestionPro
  • QuestionPro Products
  • Release Notes
  • Research Tools and Apps
  • Revenue at Risk
  • Startups
  • Survey Templates
  • Surveys
  • Tech News
  • Tips
  • Training
  • Training Tips
  • Trending
  • Tuesday CX Thoughts (TCXT)
  • Uncategorized
  • VOC
  • Webinar
  • Webinars
  • What’s Coming Up
  • Workforce
  • Workforce Intelligence

questionpro-logo-nw
Help center Live Chat SIGN UP FREE
  • Sample questions
  • Sample reports
  • Survey logic
  • Branding
  • Integrations
  • Professional services
  • Security
  • Survey Software
  • Customer Experience
  • Workforce
  • Communities
  • Audience
  • Polls Explore the QuestionPro Poll Software - The World's leading Online Poll Maker & Creator. Create online polls, distribute them using email and multiple other options and start analyzing poll results.
  • Research Edition
  • LivePolls
  • InsightsHub
  • Blog
  • Articles
  • eBooks
  • Survey Templates
  • Case Studies
  • Training
  • Webinars
  • All Plans
  • Nonprofit
  • Academic
  • Qualtrics Alternative Explore the list of features that QuestionPro has compared to Qualtrics and learn how you can get more, for less.
  • SurveyMonkey Alternative
  • VisionCritical Alternative
  • Medallia Alternative
  • Likert Scale Complete Likert Scale Questions, Examples and Surveys for 5, 7 and 9 point scales. Learn everything about Likert Scale with corresponding example for each question and survey demonstrations.
  • Conjoint Analysis
  • Net Promoter Score (NPS) Learn everything about Net Promoter Score (NPS) and the Net Promoter Question. Get a clear view on the universal Net Promoter Score Formula, how to undertake Net Promoter Score Calculation followed by a simple Net Promoter Score Example.
  • Offline Surveys
  • Customer Satisfaction Surveys
  • Employee Survey Software Employee survey software & tool to create, send and analyze employee surveys. Get real-time analysis for employee satisfaction, engagement, work culture and map your employee experience from onboarding to exit!
  • Market Research Survey Software Real-time, automated and advanced market research survey software & tool to create surveys, collect data and analyze results for actionable market insights.
  • GDPR & EU Compliance
  • Employee Experience
  • Customer Journey
  • Synthetic Data
  • About us
  • Executive Team
  • In the news
  • Testimonials
  • Advisory Board
  • Careers
  • Brand
  • Media Kit
  • Contact Us

QuestionPro in your language

  • English
  • Español (Spanish)
  • Português (Portuguese (Brazil))
  • Nederlands (Dutch)
  • العربية (Arabic)
  • Français (French)
  • Italiano (Italian)
  • 日本語 (Japanese)
  • Türkçe (Turkish)
  • Svenska (Swedish)
  • Hebrew IL (Hebrew)
  • ไทย (Thai)
  • Deutsch (German)
  • Portuguese de Portugal (Portuguese (Portugal))

Awards & certificates

  • survey-leader-asia-leader-2023
  • survey-leader-asiapacific-leader-2023
  • survey-leader-enterprise-leader-2023
  • survey-leader-europe-leader-2023
  • survey-leader-latinamerica-leader-2023
  • survey-leader-leader-2023
  • survey-leader-middleeast-leader-2023
  • survey-leader-mid-market-leader-2023
  • survey-leader-small-business-leader-2023
  • survey-leader-unitedkingdom-leader-2023
  • survey-momentumleader-leader-2023
  • bbb-acredited
The Experience Journal

Find innovative ideas about Experience Management from the experts

  • © 2022 QuestionPro Survey Software | +1 (800) 531 0228
  • Sitemap
  • Privacy Statement
  • Terms of Use