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CRM Software Developer & Integration Experience Survey

Evaluates how engineers, sales-ops developers, and technical admins experience building on, customizing, and integrating with your CRM platform — covering API reliability, documentation, customization limits, and workflow tooling — with an AI follow-up that digs into the specific integration blocker behind the ratings, not just general sentiment.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Thanks for jumping in! This is a quick survey about your hands-on experience building on, customizing, or integrating with your CRM platform. It's aimed at engineers, admins, and sales-ops folks who actually work under the hood — about 5 minutes.

Q02
Multiple ChoiceRequired

Which CRM platform do you primarily build on or integrate with day-to-day?

  • Salesforce
  • HubSpot
  • Microsoft Dynamics 365
  • Zoho CRM
  • Pipedrive
  • (Replace with your organization's CRM if not listed)
Q03
NumberRequired

In the last 30 days, roughly how many hours did you spend writing custom code, configuring workflows, or building integrations for your CRM?

Q04
Opinion ScaleRequired

Over the last 30 days, how reliable has the CRM's API been (consistent uptime, predictable responses, no unexplained failures)?

Scale: 1 – 7
Min:Very unreliableMax:Extremely reliable
Q05
Rating ScaleRequired

How would you rate the quality of the CRM's developer documentation (API reference, sample code, error explanations)?

Range: 1 – 5
Min:PoorMax:Excellent
Q06
MatrixRequired

Rate the following technical aspects of the CRM platform:

6 rows × 5 columns
  • Data model flexibility (custom objects and fields)
  • API rate limits for your use case
  • Webhook reliability
  • Sandbox or staging environment quality
  • Admin tools for building workflow automations
  • +1 more
Columns: Poor · Below average · Average · Good · Excellent
Q07
Multiple ChoiceRequired

In the last 30 days, how often has an API rate limit or integration error blocked your work?

  • Never
  • Once or twice
  • About weekly
  • Almost daily
Q08
Best–Worst Trade-off (MaxDiff)Required

Which of these platform improvements would matter most to your work?

  • More generous API rate limits
  • More complete developer documentation
  • A modern API alternative to REST (e.g. GraphQL)
  • More flexible custom objects and fields
  • More reliable, well-documented webhooks
  • A full-featured sandbox or staging environment
  • Version control and rollback for automation workflows
  • More granular, role-based API permissions
Pick best & worst per setBest:Most valuable improvementWorst:Least valuable improvement
Q09
AI Interview

Reconstruct the respondent's most recent frustrating experience integrating with or customizing their CRM: what they were trying to build, exactly where it broke or fell short (a rate limit, missing endpoint, flaky webhook, documentation gap), and how much time or workaround effort it cost. If they rated the API and documentation highly, instead probe for a workaround they've built to compensate for a platform limitation. Anchor on concrete specifics — error messages, endpoint names, or workflow steps — rather than general sentiment.

Q10
Opinion ScaleRequired

How likely are you to recommend this CRM platform to another engineering team as something worth building on?

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q11
Multiple Choice

Which best describes your primary role?

  • Software engineer / developer
  • Sales or RevOps engineer
  • CRM administrator
  • IT / platform engineer
  • Other technical role
  • Prefer not to say
Q12
Multiple Choice

How many engineers or admins on your team regularly build on or maintain the CRM?

  • Just me
  • 2-5
  • 6-15
  • More than 15
  • Prefer not to say
Q13
Message

That's everything — thank you! Your responses feed directly into a report on where CRM platforms create the most friction for the people who build on them, and what to fix first.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Includes a dedicated multiple-choice question isolating how often API rate limits or integration errors actually blocked work in the last 30 days, not just general satisfaction
  • Pairs quantitative ratings (rating-scale on API reliability, rating on documentation quality, matrix on technical aspects) with an AI follow-up interview that reconstructs the respondent's most recent frustrating integration experience in their own words
  • Segments by role (engineer, sales-ops developer, technical admin) and team size, so integration pain can be analyzed by who's actually building on the CRM
  • Uses a best-worst trade-off to force-rank platform improvements, giving a prioritized roadmap signal instead of just a list of complaints

QuestionPro

20 Software Evaluation Survey Questions + Sample Questionnaire Template

This is primarily an educational article listing sample software evaluation questions, with a generic template attached rather than a CRM-specific, ready-to-field survey. It targets general software buyers/users, not developers or integrators dealing with APIs, rate limits, or documentation quality specifically.

What it does well

  • Broad question bank covering general software usability and satisfaction
  • Backed by an established survey platform with standard distribution and reporting tools

Where it falls short

  • Static question list with no adaptive follow-up to probe why a rating was given
  • Not tailored to developer/integration audiences (no API, docs, or rate-limit specific questions)
  • No transparent methodology or prompt-level detail since there's no AI component

SurveyMonkey

Software And App Customer Feedback | SurveyMonkey

A ready-to-use NPS-style feedback template for general software and app users, useful for broad customer sentiment tracking but not built for a technical, developer-facing audience. It measures overall satisfaction and likelihood to recommend rather than integration-specific friction like API reliability or documentation gaps.

What it does well

  • Fielding-ready NPS template with SurveyMonkey's established distribution and benchmarking tools
  • Simple, quick to deploy for general customer feedback

Where it falls short

  • Fixed question set with no adaptive AI follow-up to dig into specific integration blockers
  • Not designed to capture technical detail (API uptime, rate limits, developer documentation quality)
  • No mechanism to reconstruct a specific recent frustrating technical experience

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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