Inside (Formerly SocialSurvey)’s 2018 Year in Review

WOW…what a monumental year it’s been!
SocialSurvey is proud to present our 2018 Year in Review, highlighting the ways we’ve connected with our communities.

We wouldn’t be here today without the Success & Support team, who in 14 months has gone from a team of one supporting 100 clients, to a team of nine supporting three verticals – with a 100% customer satisfaction rate!

Evolve: As we expanded our platform and grew our client list, this year we developed a high-touch model with our CSM, focused on building all clients a premier partner relationship through three stages: Connect, Integrate, and Partner. One such partner who has achieved this status is Summit Funding. Are you aware of the perks offered to partners like SocialMonitor and Realtor Surveys? (Formerly SocialSurvey) Community Partner Program
Align: 2018 was a framework for engagement and education, to look at how we’ve partnered with a client and their business objectives. Next year will be focused on consulting and partnership, to ensure our efforts are driven by our clients’ business.
Achieve: One goal this year was to have 75% global adoption of the SocialSurvey platform across 140+ clients, including those with several thousand users. We are currently at 74% adoption, and our goal for 2019 is to raise that percentage to 85%. Another goal was to hit 50% global integration for three features: we currently are at 61% for the API widget, 54% for SocialWorkforce and 49% for Realtor Surveys.

We had a lot of “firsts” this year, as the SocialSurvey family joined together in celebration of who we are: (Formerly SocialSurvey) New Location Nashville Tennessee
Music City: We’ve laid the groundwork for our new Nashville location and identified potential locations in the downtown area with other emerging tech companies like Amazon. We already have our first official hire there, and looking forward to continued growth developing a Southern presence. (Formerly SocialSurvey) Cares Spin4 Crohns & Colitis Event
We Care: In January we launched SocialSurvey Cares, an annual corporate dollar match program to empower team members who are impacting their communities. We believe our mission is bigger than just what we do in our office. One core value says we “Care and Connect.” Recently, the team spent a Saturday pedaling for a purpose through Spin4 Crohn’s & Colitis Cures, which raised money for the Crohn’s & Colitis Foundation’s Northern California Chapter.
Monthly Gatherings: Although we work side-by-side, taking intentional breaks to acknowledge birthdays, anniversaries and office Happy Hours offered an opportunity to “Build Amazing Relationships” – one of our core values.
Inspiring Others: From Leadership Lifters (developing our leaders) to our Chief People Officer’s 60-second Culture Creatives and Culture Boards (developing our team), SocialSurvey was all about creating a consistent collaboration throughout the organization. Through these measures, we are striving to produce a positive, passionate and pragmatic application of our core values.

WOW DOWN (Formerly SocialSurvey) Lookback Map 40 Events 18 States 12 Months
Coast to Coast: The Business Development & Sales team appeared at 40 events in 18 states in less than 12 months—handing out awards, gaining better understanding of products, giving presentations, networking with current clients and prospects, and just making an appearance. Check out our coverage with association partners MBA’s Independent Mortgage Bankers Conference and Lenders One. (Formerly SocialSurvey)'s Craig Pollack Handing Out Top Performer award to Paul Benyovsky at the September Centennial Lending Group monthly meeting in Philadelphia.

Pictured is Craig Pollack, left, handing out a Top Performer award to Paul Benyovsky at the September Centennial Lending Group monthly meeting in Philadelphia.

Thought Leader: In the words of SVP Craig Pollack, “From the beginning, we’ve always thought it important to show up. Either we meet them at their place or where they’re going.”

The Marketing team delivered on our promise and created WOW content throughout the year through social media posts, apparel, and especially at our “unconference” experience in San Ramon, CA.
Summiteers: We were proud to host the first annual Create WOW Summit with over 200 attendees. From the fireside chat with industry leaders to an actual fire dancer at our LuWOW, we provided interactive sessions and opportunities to collaborate with peers and execs.
Winning in Mortgage: Our Top Performers contest was a way to recognize the players and teams who are best at managing the mortgage game. View results for our Top Loan Officers, Top Mortgage Companies and Top Workplaces. We’ve created a unique awards experience through our trading cards and legitimized the highest standards with our national mortgage benchmarks.
Lights, Camera, Action: We’ve made over 20 engaging videos, revamped our sales demo, established a newsletter, contributed to podcasts, and continue to produce great content.
WOW-worthy: In October, we started our weekly Facebook Live show, EmmaM Online. Our Certified Facebook Blueprint expert dives deep into trainings to help marketing teams of multi-location brands on the platform. (Formerly SocialSurvey) WOWworthy with EmmaM Online New Episodes Every Tuesday

We also saw more internal product development this year, as well as gained feedback from customers regarding what features they want prioritized in the SocialSurvey roadmap.
Dashboard: Its redesign meant that users could leverage more data than ever, from stats about transactions and promoters, to the leaderboard with completed survey percentages.
Monthly Digest: Those hard numbers were also made available in our new digest for company admins, providing a snapshot of average ratings and top performers poised for immediate action.
Javascript Widget: Created a more informational and customizable widget with capability to point to links with filtered sources and featured reviews. (Formerly SocialSurvey) widget example
SocialMonitor: Built for protecting the enterprise by monitoring social media activity to ensure compliant posts and marketing content. (Formerly SocialSurvey) SocialMonitor Monitor Social Media Activity to Ensure Compliance
Finally, we are thrilled to have launched a new vertical in Insurance with a supporting sales team.
Here are some stats to close out Q4:

    • Grew our customer base 167% compared to 2017
    • Eclipsed 25,000 users
    • Hit 500k customer reviews

Thank you for being a member of our SocialSurvey community. We look forward to expanding our horizons and preserving existing partnerships in 2019!
Happy Holidays and New Year!
-Team SocialSurvey (Formerly SocialSurvey) team WOW Photo December 2018 Holiday Party

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