Business case survey

An interactive survey can be sent to your customer before your business value review session. You choose the potential benefits that you think are relevant to their business and could be achieved through the implementation of your product or service.

How to configure and send a Business Case Survey:

Process overview:

  1. You choose the benefits and configure the survey
  2. You send an invite to your customer that contains a link to the survey
  3. Your customer completes the survey and submits the results back to you
  4. You import the results into your session

Choosing benefits

The first stage in creating a survey is to choose the benefits it will contain.

You can choose each benefit individually or selecting all by the suite grouping. Benefits that already contain values or notes can also be selected and these are identified by these icons:

Data and note icons


The second stage in creating a survey is to configure how it will be displayed. When you are happy with your configuration you can select 'Preview' to see the survey as your customer will see it. We have pre-configured this with good defaults but if something isn't right then you can try the following options:

Benefit values

By default all input fields of the chosen benefits are displayed and populated with any values that you have already provided. Alternatively you can hide those fields that you have already entered values for. Finally, you can display all input fields with no values in.

Benefit notes

This works in the same way as the benefit values settings but for the notes fields instead

Benefit information

Show or hide the benefit information panel. Some benefits may only have English translations available so it could be useful to hide these:

Benefit Info


You will receive a notification via email when your customer has submitted the survey

Expiry date

When the expiry date has passed your customer will no longer be able to access the survey. It can be set a maximum of 3 months in the future.


The drop down list shows the available languages for the survey. Please note some benefits and benefit information may not be available so please use the 'Preview' option to confirm you are happy with the survey.

Survey message

This is displayed to your customer when they open the survey. Here you can provide guidance about completing the survey.

Common values notes

Common values are the same values as the default values you can use throughout your session. They appear at the beginning of the survey and will auto-populate any fields of the same type in the survey. You can use these notes to help guide your customer on the nature of the values. There is also a handy 'Add existing fields' button which will add the names of the common values used in the survey.

Sending to people

In this final stage you grant access and send invitations to your customers to complete the survey. There are two ways to send to send to send invitations:

Step 1 - Send invitations from Shark

This method automatically sends invitations from Shark.

1. Add your customers email address and click 'Add & send invitation'


2. Add an optional message to the invitation


3. Preview the invitation


4. Send the invitation

Step 2 - Send your own invitations

1. Add your customers email address and click 'Add person'


2. Copy the unique link for your customers survey and paste it into your own invitation


3. If you want to send a link to multiple people then you should copy the survey link rather than a customers unique link. Each customer you send it to will still need to be added to the 'People with access' list. They will then be asked to verify their email when they open the survey.


People with access

This list shows you who currently has access to the survey. You can remove a persons access at anytime by clicking the cross icon:


It also allows you to re-send an invite by selecting the envelope icon:


And finally you can see the if the person has accessed the survey and what the status is. There are three statuses:

  1. Not opened
  2. Opened but not completed
  3. Completed

How to import a Business Case Survey into Shark software:

Congratulations, you have a survey submission! The next step is to import the values into your session.

There are generally two ways to do this:

  1. Import all the values into the existing session (or a copy of it) using the 'Survey import' window
  2. Import on a per field basis using the field drop down menu

Using the importer

To start using the importer you should be in the session you used to create the survey. You can access it using the importer icon on the main toolbar:


First decide how the values should be imported. There are two options:

  1. Overwrite existing values - this option will overwrite any values in your session with the values from the submission being imported
  2. ** Only fill empty values** - this will not overwrite your existing values in the session.

Next, select the submission you would like to import (you can view a summary of the submission using the drop down arrow):


You then have two options for importing your selection:

  1. Import to this session - this will import the values into the current session
  2. Merge with a copy of this session - a copy of the current session will be created and the survey submission will be added to the copy

Importing per field

Importing per field gives you more control over the values you want to use from survey submissions. If a field has a value associated with it then a button is displayed allowing you to add the value to the field:


If you'd like to take a look at this feature in action, take a look at a webinar that we hosted demonstrating this functionality:

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.