Q: Hi there, the interchangeable use of 'user' and 'employee' on the deal page has led to some confusion, and ...
despite consulting the FAQs, I'm seeking further clarification.
My current understanding is that there are several sign-in options designed for different roles within VirtlX: the primary company/organization profile ('VXC'), the manager's (admin) profile ('VXM'), and the employee profile ('VXE'), each with its specific functionality and potential overlaps in roles. It appears that these profiles don't necessarily have to be linked to a single user.
As a sole proprietor, my operations often involve collaboration with external contractors. I noticed that VirtlX seems to operate similarly, employing other developers as needed. Given this, I believe our operational approaches align. However, I need to clarify the functionality of VirtlX and how it can best serve my needs. ___ 1. Operational Alignment and License Tier Clarification
• Flexibility for Contractor-Based Operations: How does VirtlX support businesses that rely more on external contractors than on in-house employees? • Accessing Features with the 'VXM' Role: Is it possible for a user with the 'VXM' (manager/admin) profile to access all of VirtlX’s features under a Tier 1 license without consuming the available license/seat? • License Seat Utilization for Reviews and Feedback: When initiating a 360-degree review or generating upward feedback through the 'VXM' profile, does this count against the single license/seat in Tier 1? • Employee Turnover and License Reassignment: In the case of employee turnover, how is the 'VXE' (employee) role's license seat managed? Are responses and data associated with the former user retained for future reference until I determine it is no longer relevant to the organization profile? • Profile Flexibility for Various Entities: Is the 'VXE' profile versatile enough to represent different entities (e.g., employees, a brand, a solopreneur, or market research subjects) for comprehensive feedback collection? • Choosing the Right License Tier for Small Operations: With my operation never exceeding three people (and without formal employees), would Tier 2 offer me value without leading to underutilization or budgetary excess? ___ 2. Structure to ensure Functionality and Employing Market Research
• What structure would you recommend for my current Tier 1 license to implement your solutions in gathering and analyzing feedback on various aspects such as brand, professional persona, contractor performance, and market research? • Could you clarify the role and emphasis of market research within VirtlX, especially considering its underrepresentation on the AppSumo deal page? ___ 3. Instructional Resources
• Given an external review highlighted a need for more comprehensive knowledge training on how to use VirtlX, and considering this feedback predates your 2023 platform rebuild, can you confirm if improvements to instructional resources have been implemented since then? • If there have been instructions implemented since then, would it cover on how does VirtlX recommend structuring surveys to effectively capture client feedback and conduct targeted market research, particularly regarding the timing, framing, and the inclusion of follow-up questions to uncover secondary preferences? • If this wasn't in scope during the rebuild, are there plans to further expand self-help or instructional materials for users, and where can these updates or developments be found on your roadmap? Could you provide a link to the roadmap? ___ 4. Market place for Professional Services
• Could you provide details on the marketplace established by VirtlX, specifically the range, scope and number of professional services available? • Are the professionals or organizations vetted prior joining this marketplace. It resonates with me that these services are available to assist VirtlX subscribers, like myself, who identify gaps in their businesses but lack the necessary in-house expertise to address and rectify them. • Does the marketplace aim to serve as a community primarily for the current user base, including the 74 customers mentioned, facilitating exchange of services and expertise to address business gaps among admins of organizations? ___ 5. Pre-loaded Surveys and Content Updates
• I've noticed mentions in external reviews about the advantage of pre-loaded surveys within VirtlX. Could you share how frequently these surveys are updated and when the most recent update occurred? • My interest in the update frequency and relevance is sparked by VirtlX's association with notable clients, such as Nissan Motor Corporation (congrats by the way). How are the sophisticated and evidence-based practices from these engagements made accessible to the broader VirtlX community, including service sector businesses like mine? Is there an initiative to help all users benefit from the data-driven insights derived from your work with such prominent clients? Kuddos. ___ 6. Technical Integration and Modern Workflow
For a modern workflow integration: Given the importance of aligning VirtlX with various digital ecosystems. This is particularly relevant for users like myself, who intend to utilize your tool alongside non-native integrations, such as HR or CRM tools. • Does VirtlX offer webhook functionality or API access that would allow for survey distribution based on specific rules and conditions, enhancing customization and automation? • Considering your blog's focus on the importance of timely feedback collection, what strategies or solutions does VirtlX recommend for efficiently gathering feedback and extracting operational insights, particularly through non-native systems? • Are there any existing or upcoming features aimed at improving integration with non-native platforms, to create a more automated and seamless workflow, including the capability for conditional survey distribution? ___ 7. Optimizing the VirtlX Callidus AI Module for Data Insights
I'm looking forward to leveraging the VirtlX Callidus AI module effectively, especially considering its underrepresentation on the AppSumo deal page: • What volume of data is typically required by the Callidus AI module to produce actionable insights, and is there a recommended type or format of data for this purpose? • Considering I have a collection of unstructured data, such as personal notes and written client feedback, how feasible is it to manually input this data into VirtlX for analysis? Would this process potentially enrich the AI’s contextual understanding? • Is it advisable for new users to start with pre-loaded surveys and allow for the accumulation of data over time, or is there a preferred method for incorporating existing feedback into the system? • Does the Callidus AI module account for temporal variables in its analysis, adjusting its insights based on when data was collected or entered? ___ 8. Optimizing the VirtlX Callidus AI Module for Data Insights
In one of the external review praising VirtlX for its ability to swiftly pinpoint business weaknesses, leading to impactful improvements, are there examples of the platform's analytical depth and its practical application: • Are there sample reports or demonstrations available that showcase how VirtlX identifies potential business weaknesses and suggests improvements? My search may have missed these resources due to time constraints. • How do these reports enhance understanding of customer behaviors and needs? Specifically, I'm interested in reports that link Net Promoter Score (NPS) with Employee Engagement (EE), as a decline in NPS could indicate lower EE, necessitating targeted corrective actions. • Do the reports include actionable recommendations, possibly leveraging the Callidus AI module, for addressing identified issues? Are they designed to facilitate collaboration and discussion, perhaps with professionals from the VirtlX network? • If direct examples are not available, does VirtlX provide access to demo data or pre-loaded scenarios that could help simulate these analysis processes for a clearer, more hands-on understanding?
.............. I hope this series of questions has highlighted the value of your solution to those who may have previously overlooked it, as I did. I wish you continued success as you conclude your campaign on AS and am eager to see how your solutions will transform my operation.
A: Hi there .__ Thank you for your very well thought out questions, and for taking the time to comprehend the power that the VirtlX Engagement Platform brings to the table. Please be so good as to bear with me whilst we go through all aspects that you have raised and I will revert with a comprehensive response. Best regards Richard
Hi .__ Please see below our answers to your engaging questions: 1. Operational Alignment and License Tier Clarification
• Flexibility for Contractor-Based Operations: How does VirtlX support businesses that rely more on external contractors than on in-house employees? As with employee user licenses you would require an 'employee' license for each contractor if the purpose of the evaluation to gather feedback about each of your contractors performance as seen by your clients. We are happy to offer you a favorable deal on extra lifetime licenses should the Tier 2 offering of 10 licenses be insufficient for your needs. • Accessing Features with the 'VXM' Role: Is it possible for a user with the 'VXM' (manager/admin) profile to access all of VirtlX’s features under a Tier 1 license without consuming the available license/seat? Yes, a VXM license does not have to be be the same person as the VXC license. • License Seat Utilization for Reviews and Feedback: When initiating a 360-degree review or generating upward feedback through the 'VXM' profile, does this count against the single license/seat in Tier 1? Yes, your single VXM license in Tier 1 would be consumed in this instance however, to be able to have a meaningful insight to the upward feedback it would most certainly be better to have more than one VXM license utilised. • Employee Turnover and License Reassignment: In the case of employee turnover, how is the 'VXE' (employee) role's license seat managed? Are responses and data associated with the former user retained for future reference until I determine it is no longer relevant to the organization profile? Should an employee with a VXE license leave your organisation you may set that employee's profile to inactive which will, in turn, place that VXE license back into your license pool and you may then allocate that license to a new employee and the previous employee's input data will still be accessible for the surveys engaged with for a particular survey event. • Profile Flexibility for Various Entities: Is the 'VXE' profile versatile enough to represent different entities (e.g., employees, a brand, a solopreneur, or market research subjects) for comprehensive feedback collection? The VXE license would be suitable for an employee or a solopreneur however for brand and market research you would utilise the Perceive element of VirtlX which does not require a survey to be associated with a specific entity. • Choosing the Right License Tier for Small Operations: With my operation never exceeding three people (and without formal employees), would Tier 2 offer me value without leading to underutilization or budgetary excess? For the price point that this deal is offered we believe that even with only three employees the Tier 2 option would be a very worthwhile license model for you and, as mentioned above, should you require more than the initial 10 employee user licenses we could structure a deal for you over and above the Tier 2 offer. ___ 2. Structure to ensure Functionality and Employing Market Research
• What structure would you recommend for my current Tier 1 license to implement your solutions in gathering and analyzing feedback on various aspects such as brand, professional persona, contractor performance, and market research? The Perceive element of VirtlX is geared towards obtaining outside-in feedback from clients however, for reasons mentioned above, you may find the Tier 1 offer a little restrictive for your requirements and we would recommend that you consider upgrading to the Tier 2 offer. • Could you clarify the role and emphasis of market research within VirtlX, especially considering its underrepresentation on the AppSumo deal page? The market research piece with the Perceive element of VirtlX is powerful yet simple and caters for gathering information related to a specific metric whether it's exploring the viability of introducing a new product or service to your market or feedback on a trend or something that may be influencing your business. ___ 3. Instructional Resources
• Given an external review highlighted a need for more comprehensive knowledge training on how to use VirtlX, and considering this feedback predates your 2023 platform rebuild, can you confirm if improvements to instructional resources have been implemented since then? Yes, we now have a comprehensive user guide that is accessible from all aspects of VirtlX and takes you to the particular aspect of the user guide relevant to the VirtlX function you are seeking assistance with and we also offer a complimentary initial training session should you require any additional assistance. • If there have been instructions implemented since then, would it cover on how does VirtlX recommend structuring surveys to effectively capture client feedback and conduct targeted market research, particularly regarding the timing, framing, and the inclusion of follow-up questions to uncover secondary preferences? This is indeed a good question and, we believe, an area that we could potential expand the VirtlX offering towards. There is, however, an easily accessible survey question library that comes with pre-loaded questions. Also, the question library saves all new questions you enter on your profile for future use. • If this wasn't in scope during the rebuild, are there plans to further expand self-help or instructional materials for users, and where can these updates or developments be found on your roadmap? Could you provide a link to the roadmap? Our roadmap, at this point, is unfortunately an internal Microsoft DevOps profile for our internal access only however we have been in discussions recently to embark on a plan to create videos giving insight and training to each aspect of the VirtlX Engagement Platform and will be a project that we will be embarking in the near future. ___ 4. Market place for Professional Services
• Could you provide details on the marketplace established by VirtlX, specifically the range, scope and number of professional services available? Our network of professional service providers currently stands at 31. These external entities offer a wide range of services and also enjoy a revenue share with us should the sign up any of their customers to teh VirtlX platform. I am happy to have a discussion directly with you around this aspect shoudl you be interested. • Are the professionals or organizations vetted prior joining this marketplace. It resonates with me that these services are available to assist VirtlX subscribers, like myself, who identify gaps in their businesses but lack the necessary in-house expertise to address and rectify them. All professional services are vetted prior to being admitted to our network. • Does the marketplace aim to serve as a community primarily for the current user base, including the 74 customers mentioned, facilitating exchange of services and expertise to address business gaps among admins of organizations? We are in the process of discussing implementing a user forum for current users and will be making this available in the near future. ___ 5. Pre-loaded Surveys and Content Updates
• I've noticed mentions in external reviews about the advantage of pre-loaded surveys within VirtlX. Could you share how frequently these surveys are updated and when the most recent update occurred? The survey question library comes pre-populated with questions and any new questions that are added via your VirtlX profile are populated into the library for future use. • My interest in the update frequency and relevance is sparked by VirtlX's association with notable clients, such as Nissan Motor Corporation (congrats by the way). How are the sophisticated and evidence-based practices from these engagements made accessible to the broader VirtlX community, including service sector businesses like mine? Is there an initiative to help all users benefit from the data-driven insights derived from your work with such prominent clients? Kuddos. Thank you! And yes, that was a most interesting deal to close and partly why I think I have gone grey recently :) They have also just announced to us that they will be bringing another brand on to VirtlX but more about that in due course. Sadly though, the likes of Nissan Motor Corporation take their data and insights of that data very seriously and sensitively so we are not able to share other companies insights. There is a good Nissan-approved case study on our website that gives an insight as to how Nissan garners value from VirtlX; you may read that case study here: https://www.virtlx.com/case-studies/nissan-academy-gathers-valuable-employee-engagement-and-training-information-with-virtlx ___ 6. Technical Integration and Modern Workflow
For a modern workflow integration: Given the importance of aligning VirtlX with various digital ecosystems. This is particularly relevant for users like myself, who intend to utilize your tool alongside non-native integrations, such as HR or CRM tools. • Does VirtlX offer webhook functionality or API access that would allow for survey distribution based on specific rules and conditions, enhancing customization and automation? Although there are some survey links made available to use for random feedback the current integration process is being solely handled by ourselves and we are currently finalising the last few aspects of VirtlX being integrated and embedded in Microsoft 365, see Microsoft AppSource listing here: https://appsource.microsoft.com/en-us/marketplace/apps?search=virtlx&page=1. We are also in the process of building an API for VirtlX which we are aiming to have completed by the end of 2024. • Considering your blog's focus on the importance of timely feedback collection, what strategies or solutions does VirtlX recommend for efficiently gathering feedback and extracting operational insights, particularly through non-native systems? We have an onboard scheduler that allows you to set up surveys, both internal and external, to be sent out on a regular basis. We also offer a service to integrate with client's systems to automatically send out surveys to clients once a job card has been closed off or linked to a loyalty card allowing surveys to be automatically sent out to the loyalty card holder once they have swiped said card in store. These methods assist in engaging with clients very shortly after they have interacted with your business. • Are there any existing or upcoming features aimed at improving integration with non-native platforms, to create a more automated and seamless workflow, including the capability for conditional survey distribution? As mentioned above; we have integrated with Microsoft 365. We also have integrations with HubEngage, Xero, HR Partner and OnePage CRM. ___ 7. Optimizing the VirtlX Callidus AI Module for Data Insights
I'm looking forward to leveraging the VirtlX Callidus AI module effectively, especially considering its underrepresentation on the AppSumo deal page: • What volume of data is typically required by the Callidus AI module to produce actionable insights, and is there a recommended type or format of data for this purpose? The data that VirtlX Callidus makes use of is garnered from the surveys that you send out so the more data you have available the more accurate the AI models are able to behave. A good set of historic data also assists in more accurate value predictions and are able to predict further into the future the more historic data you have available. We currently run two AI models in our framework: data classification and value prediction and constantly seeking our any otehr meaningful models that will add value to the VirtlX model. • Considering I have a collection of unstructured data, such as personal notes and written client feedback, how feasible is it to manually input this data into VirtlX for analysis? Would this process potentially enrich the AI’s contextual understanding? This is a good question and may require a 121 discussion with you to ascertain the volume of your data to best plan an effective means to upload the data to your VirtlX profile. • Is it advisable for new users to start with pre-loaded surveys and allow for the accumulation of data over time, or is there a preferred method for incorporating existing feedback into the system? Currently the preferred method is to start with new surveys and accumulate the data over time. • Does the Callidus AI module account for temporal variables in its analysis, adjusting its insights based on when data was collected or entered? ___ 8. Optimizing the VirtlX Callidus AI Module for Data Insights
In one of the external review praising VirtlX for its ability to swiftly pinpoint business weaknesses, leading to impactful improvements, are there examples of the platform's analytical depth and its practical application: • Are there sample reports or demonstrations available that showcase how VirtlX identifies potential business weaknesses and suggests improvements? My search may have missed these resources due to time constraints. The reporting is designed to highlight strengths and weaknesses highlighted in the presented data allowing companies to visually see the shortfalls and to act by addressing the requisite training needed to upskill the employees to better present themselves when confronted with a similar future issue. • How do these reports enhance understanding of customer behaviors and needs? Specifically, I'm interested in reports that link Net Promoter Score (NPS) with Employee Engagement (EE), as a decline in NPS could indicate lower EE, necessitating targeted corrective actions. Yes, you are quite correct; we believe that happy employees result in happy customers. So, although we present the NPS reports we also present the same set of data using an algorithm that we refer to as the VirtlX Experience Index which produces a result on customer feedback that could be compared to employee feedback when associated with surveys addressing similar metrics i.e. comparing what a client perceives your service levels to be against what your employees believe to be their level of service delivery to those clients. • Do the reports include actionable recommendations, possibly leveraging the Callidus AI module, for addressing identified issues? Are they designed to facilitate collaboration and discussion, perhaps with professionals from the VirtlX network? No, the reports do not, at this stage, offer actionable insight; we are looking for an AI model that could effectively address this level of insight. To that end, we are currently investigation, amongst others, the Microsoft Co-pilot models to see whether or not they will assist in addressing this requirement. • If direct examples are not available, does VirtlX provide access to demo data or pre-loaded scenarios that could help simulate these analysis processes for a clearer, more hands-on understanding? Since the spectrum of VirtlX clients is so varied, everything from a nursery school through to a state-owned power generator and a global motor corporation it has not been possible yet to define specific scenarios that would offer a meaningful insight to companies. Having said that, we are investigating the concept of industry bench-marking against which data could be compared.
Thank you for your very interesting and well-thought out questions.
Best regards Richard
Q: If we get a double double (20 users on 2 different email admin accounts), can you guys be nice and make it 30 ...
users or more on 1 single email admin account or 50 users because we are just a school?
A: It would be far better for you if you just had one profile with the 75 required licenses. If you send me an email to richard@risonsoftware.com I will be able to email you an attractive offer to provide you with the additional 65 lifetime licenses you need for your school.
Sorry I did not see that, OK, will contact you ( ^.^ )/
Q: This is so good if only we could have limited feedback and unlimted coworkers and members.
LoL
How do we only suffice the limits of our school with just 10 out of 75 teachers... LOL I am perplexed now because I had been looking for this kind of soft for many years now.
Hi P2, We tried to add extra tiers to the offer however we were not able to convince AppSumo to follow through with this so here's my proposal; if you buy the 10 license offer from AppSumo then contact me I will structure an add-on deal for you to reach your required 75 licenses i.e. an additional 65 lifetime licenses. Please let me know you would like to take me up on this proposal. Best regards Richard
Hi P2, The best approach would be to consider the proposal I just replied to your other message. Best regards Richard
Q: Hi Richard
About your point regarding "Unlimited surveys to clients and employees," I understand the ...
limitations of one employee in Tier 1 and only 10 employees in Tier 2, which is hindering the usability of the program. However, I'm exploring ways to still make use of this program. According to your offer, we can send unlimited feedback surveys to one employee in Tier 1 and to 10 employees in Tier 2. However, you haven't specified the number of clients to whom we can send feedback surveys in both tiers. While we can send unlimited surveys, the limitation on the number of employees and clients is concerning. This is my final attempt to find a solution to utilize your program. If the limitation on the number of clients persists and the number of employees isn't increased to unlimited, then I don't see a compelling reason to use this program. Please confirm the number of clients we can send a feedback survey. Are there any limitations.? Thanks
So, as I mentioned previously, we use the number of employees within an organisation to define the licensing required by said organisation and yes, your understanding of the employee limitation in your last message is quite correct and hence the reason why we do not permit unlimited numbers of employees as the employee numbers govern our licensing model. I hope that makes sense?
Having said that, once an organisation's size has been defined by the number of employees, we allow that organisation to send out unlimited survey links to the defined number of employees and to an unlimited number of that organisation's customers.
If you could possibly please disclose the number of employees in your organisation we could present you with a proposal to ensure these employees are incorporated within a license model.
If, however, you are representing a number of organisations that wish to leverage the services offered by VirtlX under one license then I think this may not be the solution you are looking for.
Q: About your response below, my understanding is that in tier one, I will have only ONE employee in my profile, and 10 employees in tier two.
This means in tier 1, I can send unlimited feedback surveys but only to one employee. Similarly, in tier two, I can send unlimited feedback surveys but only to 10 employees. If my understanding is correct, then tier one seems impractical for any company as it only accommodates one employee, rendering the sophisticated system useless. Tier two is beneficial only for very small companies, but typically companies with 10 or fewer employees also do not require such systems.
Please confirm if my understanding of employee allocation is correct. If so, it is a limitation and not suitable for my needs. It would be more attractive if we were allowed to send feedback surveys to an unlimited number of employees.
Your reply: "Yes, the number of users in a tier corresponds to the number of employees in the profile. This is how we measure a particular profile size and hence license management; you may then have unlimited engagement with those employees you assign those licenses. So Tier 1 allows for a single employee license and Tier 2 allows for 10 employee licenses."
A: The Tier 1 offering with only one employee license is geared towards solopreneurs that will find value in the Perceive Customer Engagement element of VirtlX where such a company may gather valuable feedback and engagement from their clients.
The Tier 2 offering is for companies with up to 10 employees however we are able to add additional employee (user) licenses on top of the lifetime 10 licenses offered in this tier. This increase in user licenses may be discussed and negotiated to ensure you have the required number of employee licenses to accommodate all of your employees. We have also had many companies with up to 10 employees using VirtlX over the years as the historic reporting is retained and allows for comparative analysis year-on-year.
Your software shows great potential, and I'm interested in purchasing the top tier. However, I need clarity on the following points:
1. Regarding your response about employee feedback, you mentioned that it's governed by the number of employees in my profile. How many employees can I have in my profile? Does the number of users in the tier correspond to the number of employees in the profile? For example, does Tier 1 allow only one employee in my profile, and Tier 2 allows only 10? Or do we have unlimited capacity for employees, clients, and users to engage and participate in feedback and survey sessions? Please clarify this in your offer and tiers.
2. How do I upload or add employees to my profiles if feedback is restricted to the number of employees in my profiles?
3. How will employees receive notifications for feedback sessions? Will they receive individual links to ensure each employee submits feedback only once, or will it be a generic link that anyone with access can use to participate in feedback and surveys without control over who participates and how many times?
4. How many Cnames are allowed? Can we have a Cname for each feedback session that has been created?
5. How can we offer this service to our clients? What tools are available in the account to separate each feedback according to the client?
6. Can we embed feedback code on our website so we can password protect the page so that only people with the password can access that feedback session?
7. How are the results available? Can we send each feedback to multiple email addresses, along with visibility of the score in the managers' and admin accounts? Thanks
Your question 1. Regarding your response about employee feedback, you mentioned that it's governed by the number of employees in my profile. How many employees can I have in my profile? Does the number of users in the tier correspond to the number of employees in the profile? For example, does Tier 1 allow only one employee in my profile, and Tier 2 allows only 10? Or do we have unlimited capacity for employees, clients, and users to engage and participate in feedback and survey sessions? Please clarify this in your offer and tiers.
Reply to question 1: Yes, the number of users in a tier corresponds to the number of employees in the profile. This is how we measure a particular profile size and hence license management; you may then have unlimited engagement with those employees you assign those licenses to. So Tier 1 allows for a single employee license and Tier 2 allows for 10 employee licenses. Should you require more than 10 employee licenses we are happy to engage in negotiations with you for you to purchase additional employee (user) licenses. We also allow for unlimited customer engagement as part of the license agreement.
Your question 2. How do I upload or add employees to my profiles if feedback is restricted to the number of employees in my profiles?
Reply to question 2: To add an employee, click on the Employee-counter on the dashboard. This will take you to the settings page for employees where you may add, or import, new employee information.
Your question 3. How will employees receive notifications for feedback sessions? Will they receive individual links to ensure each employee submits feedback only once, or will it be a generic link that anyone with access can use to participate in feedback and surveys without control over who participates and how many times?
Reply to question 3: When a survey is created you are able to send the survey invite to your employees via the onboard Communicator. Each respondent will be presented with a unique link to the survey ensuring that feedback is associated with the individual respondent and, in turn, ensuring the reporting is presented with the data correctly.
Your question 4. How many Cnames are allowed? Can we have a Cname for each feedback session that has been created?
Reply to question 4: We require a little more information for this question to be correctly answered; we could schedule a call to discuss this point.
Your question 5. How can we offer this service to our clients? What tools are available in the account to separate each feedback according to the client?
Reply to question 5: When inviting clients to offer feedback via VirtlX each client is presented with a unique link, similar to the process for employee feedback, where the results are associated with each respondents' feedback and presented in the reporting accordingly.
Your question 6. Can we embed feedback code on our website so we can password protect the page so that only people with the password can access that feedback session?
Reply to question 6: We offer a pulse feedback module for employees to randomly access and review peers and managers via a password protected profile; such a profile is automatically created for each employee when registering your employees. Customer feedback is only garnered by invitation, as mentioned above. We do, however, offer a bespoke service for some of our clients whereby emails for review invitations are automatically sent after events such as job cards being closed/signed off or a purchase has been fulfilled, this will require a separate quote and will be based on requirement and complexity of an integration to your current business system.
Your question 7. How are the results available? Can we send each feedback to multiple email addresses, along with visibility of the score in the managers' and admin accounts?
Reply to question 7: Results are viewable in the reporting section found in the menu on the left. VirtlX also has a scheduler, accessible from the main dashboard, that allows you to configure when and to whom you would like reports to be email to. Also, managers are able to access their profiles and view reporting specifically related to the permissions assigned to them. Furthermore, any responses from customers through VirtlX Perceive results in emails being sent to the managers linked to their various business units allowing for immediate action to be taken should an undesirable response be received.
Q: Hi Richard
What is the difference between users and managers?
Why do we need users when we can create unlimited admins with different access levels?
Secondly, how many users can participate in a survey? Is it unlimited?
Additionally, can we have password-protected surveys or feedback so they do not become public, and only users with passwords are allowed to access them?
A user is basically an employee as this is how we manage the size of a subscribing company and its related VirtlX license requirements.
The survey engagement is not restricted so you may gather feedback as often as you require. When it comes to employee feedback then the feedback is governed by the number of employees you have on your profile thereby giving specific feedback from, or about, each employee.
And, in answer to your final question: all the results are only viewable from within a profile so the only way you are able to see the results is by signing into your VirtlX profile. In other words, the results of any of your VirtlX surveys are not in the public domain and only viewable by password access by the managers to whom you have provided access details to the results based on their individual profile permissions.
A: Hi John, Thank you. If I understand your question correctly; yes, VirtlX is set up to align with your business and gather feedback accordingly. Please let me know if this needs further clarification. Best regards Richard
Thank you Richard for the fast reply. I run a training company working with different organisations and wondered if I could offer this as a service to my clients. If this is possible how to keep the different clients from seeing each other's surveys etc - would I be able to set up portals for my clients?
Hi John, So, we have the ability to set access permissions for managers on a single profile however, in my experience with this scenario you are faced with, I would strongly recommend individual profiles for each client as this would eliminate the risk of accidentally exposing another clients' data. Let me know what you think. R
Hi John, All new to me this AppSumo texting interface; would you please be so good as to let me know if my recent reply to your second question arrived in your inbox?
Hi John, So the initial 10 user licenses are employee licenses. We do not control the number of managers you may register on a profile so you may create various mangers from various companies and set the permissions for each so that they only view the data that is relevant to them. In the event you require additional employee licenses, assuming you allocate one per company you would initially be able to configure 10 companies, you will be able to add more employee licenses directly to your VirtlX profile. Naturally we are open to discussions around discounts for additional licenses. R
No, not necessarily; once you have your initial AppSumo license we are able to offer additional licenses to suit your budget that will then be added on to your VirtlX profile.
Q: Hi John,
All new to me this AppSUmo texting interface; would you please be so good as to elt me know if my ...
recent reply to your second question arrived in your inbox?
A: Hi, No offence taken; yes, this is version 9 and we have had many happy clients using the platform with suggestions from the client-base as to what they would like to see and use on VirtlX. The UI is something we do try to keep as current as possible and we are always open to suggestions as to what users would like the interface and functionality to present so please feel free to make suggestions :)
Q: Hi there, the interchangeable use of 'user' and 'employee' on the deal page has led to some confusion, and ...
despite consulting the FAQs, I'm seeking further clarification.
My current understanding is that there are several sign-in options designed for different roles within VirtlX: the primary company/organization profile ('VXC'), the manager's (admin) profile ('VXM'), and the employee profile ('VXE'), each with its specific functionality and potential overlaps in roles. It appears that these profiles don't necessarily have to be linked to a single user.
As a sole proprietor, my operations often involve collaboration with external contractors. I noticed that VirtlX seems to operate similarly, employing other developers as needed. Given this, I believe our operational approaches align. However, I need to clarify the functionality of VirtlX and how it can best serve my needs.
___
1. Operational Alignment and License Tier Clarification
• Flexibility for Contractor-Based Operations: How does VirtlX support businesses that rely more on external contractors than on in-house employees?
• Accessing Features with the 'VXM' Role: Is it possible for a user with the 'VXM' (manager/admin) profile to access all of VirtlX’s features under a Tier 1 license without consuming the available license/seat?
• License Seat Utilization for Reviews and Feedback: When initiating a 360-degree review or generating upward feedback through the 'VXM' profile, does this count against the single license/seat in Tier 1?
• Employee Turnover and License Reassignment: In the case of employee turnover, how is the 'VXE' (employee) role's license seat managed? Are responses and data associated with the former user retained for future reference until I determine it is no longer relevant to the organization profile?
• Profile Flexibility for Various Entities: Is the 'VXE' profile versatile enough to represent different entities (e.g., employees, a brand, a solopreneur, or market research subjects) for comprehensive feedback collection?
• Choosing the Right License Tier for Small Operations: With my operation never exceeding three people (and without formal employees), would Tier 2 offer me value without leading to underutilization or budgetary excess?
___
2. Structure to ensure Functionality and Employing Market Research
• What structure would you recommend for my current Tier 1 license to implement your solutions in gathering and analyzing feedback on various aspects such as brand, professional persona, contractor performance, and market research?
• Could you clarify the role and emphasis of market research within VirtlX, especially considering its underrepresentation on the AppSumo deal page?
___
3. Instructional Resources
• Given an external review highlighted a need for more comprehensive knowledge training on how to use VirtlX, and considering this feedback predates your 2023 platform rebuild, can you confirm if improvements to instructional resources have been implemented since then?
• If there have been instructions implemented since then, would it cover on how does VirtlX recommend structuring surveys to effectively capture client feedback and conduct targeted market research, particularly regarding the timing, framing, and the inclusion of follow-up questions to uncover secondary preferences?
• If this wasn't in scope during the rebuild, are there plans to further expand self-help or instructional materials for users, and where can these updates or developments be found on your roadmap? Could you provide a link to the roadmap?
___
4. Market place for Professional Services
• Could you provide details on the marketplace established by VirtlX, specifically the range, scope and number of professional services available?
• Are the professionals or organizations vetted prior joining this marketplace. It resonates with me that these services are available to assist VirtlX subscribers, like myself, who identify gaps in their businesses but lack the necessary in-house expertise to address and rectify them.
• Does the marketplace aim to serve as a community primarily for the current user base, including the 74 customers mentioned, facilitating exchange of services and expertise to address business gaps among admins of organizations?
___
5. Pre-loaded Surveys and Content Updates
• I've noticed mentions in external reviews about the advantage of pre-loaded surveys within VirtlX. Could you share how frequently these surveys are updated and when the most recent update occurred?
• My interest in the update frequency and relevance is sparked by VirtlX's association with notable clients, such as Nissan Motor Corporation (congrats by the way). How are the sophisticated and evidence-based practices from these engagements made accessible to the broader VirtlX community, including service sector businesses like mine? Is there an initiative to help all users benefit from the data-driven insights derived from your work with such prominent clients? Kuddos.
___
6. Technical Integration and Modern Workflow
For a modern workflow integration: Given the importance of aligning VirtlX with various digital ecosystems. This is particularly relevant for users like myself, who intend to utilize your tool alongside non-native integrations, such as HR or CRM tools.
• Does VirtlX offer webhook functionality or API access that would allow for survey distribution based on specific rules and conditions, enhancing customization and automation?
• Considering your blog's focus on the importance of timely feedback collection, what strategies or solutions does VirtlX recommend for efficiently gathering feedback and extracting operational insights, particularly through non-native systems?
• Are there any existing or upcoming features aimed at improving integration with non-native platforms, to create a more automated and seamless workflow, including the capability for conditional survey distribution?
___
7. Optimizing the VirtlX Callidus AI Module for Data Insights
I'm looking forward to leveraging the VirtlX Callidus AI module effectively, especially considering its underrepresentation on the AppSumo deal page:
• What volume of data is typically required by the Callidus AI module to produce actionable insights, and is there a recommended type or format of data for this purpose?
• Considering I have a collection of unstructured data, such as personal notes and written client feedback, how feasible is it to manually input this data into VirtlX for analysis? Would this process potentially enrich the AI’s contextual understanding?
• Is it advisable for new users to start with pre-loaded surveys and allow for the accumulation of data over time, or is there a preferred method for incorporating existing feedback into the system?
• Does the Callidus AI module account for temporal variables in its analysis, adjusting its insights based on when data was collected or entered?
___
8. Optimizing the VirtlX Callidus AI Module for Data Insights
In one of the external review praising VirtlX for its ability to swiftly pinpoint business weaknesses, leading to impactful improvements, are there examples of the platform's analytical depth and its practical application:
• Are there sample reports or demonstrations available that showcase how VirtlX identifies potential business weaknesses and suggests improvements? My search may have missed these resources due to time constraints.
• How do these reports enhance understanding of customer behaviors and needs? Specifically, I'm interested in reports that link Net Promoter Score (NPS) with Employee Engagement (EE), as a decline in NPS could indicate lower EE, necessitating targeted corrective actions.
• Do the reports include actionable recommendations, possibly leveraging the Callidus AI module, for addressing identified issues? Are they designed to facilitate collaboration and discussion, perhaps with professionals from the VirtlX network?
• If direct examples are not available, does VirtlX provide access to demo data or pre-loaded scenarios that could help simulate these analysis processes for a clearer, more hands-on understanding?
..............
I hope this series of questions has highlighted the value of your solution to those who may have previously overlooked it, as I did. I wish you continued success as you conclude your campaign on AS and am eager to see how your solutions will transform my operation.
.___
Richard_VirtlX
May 15, 2024A: Hi there .__
Thank you for your very well thought out questions, and for taking the time to comprehend the power that the VirtlX Engagement Platform brings to the table.
Please be so good as to bear with me whilst we go through all aspects that you have raised and I will revert with a comprehensive response.
Best regards
Richard
Share VirtlX
Hi .__
Please see below our answers to your engaging questions:
1. Operational Alignment and License Tier Clarification
• Flexibility for Contractor-Based Operations: How does VirtlX support businesses that rely more on external contractors than on in-house employees? As with employee user licenses you would require an 'employee' license for each contractor if the purpose of the evaluation to gather feedback about each of your contractors performance as seen by your clients. We are happy to offer you a favorable deal on extra lifetime licenses should the Tier 2 offering of 10 licenses be insufficient for your needs.
• Accessing Features with the 'VXM' Role: Is it possible for a user with the 'VXM' (manager/admin) profile to access all of VirtlX’s features under a Tier 1 license without consuming the available license/seat? Yes, a VXM license does not have to be be the same person as the VXC license.
• License Seat Utilization for Reviews and Feedback: When initiating a 360-degree review or generating upward feedback through the 'VXM' profile, does this count against the single license/seat in Tier 1? Yes, your single VXM license in Tier 1 would be consumed in this instance however, to be able to have a meaningful insight to the upward feedback it would most certainly be better to have more than one VXM license utilised.
• Employee Turnover and License Reassignment: In the case of employee turnover, how is the 'VXE' (employee) role's license seat managed? Are responses and data associated with the former user retained for future reference until I determine it is no longer relevant to the organization profile? Should an employee with a VXE license leave your organisation you may set that employee's profile to inactive which will, in turn, place that VXE license back into your license pool and you may then allocate that license to a new employee and the previous employee's input data will still be accessible for the surveys engaged with for a particular survey event.
• Profile Flexibility for Various Entities: Is the 'VXE' profile versatile enough to represent different entities (e.g., employees, a brand, a solopreneur, or market research subjects) for comprehensive feedback collection? The VXE license would be suitable for an employee or a solopreneur however for brand and market research you would utilise the Perceive element of VirtlX which does not require a survey to be associated with a specific entity.
• Choosing the Right License Tier for Small Operations: With my operation never exceeding three people (and without formal employees), would Tier 2 offer me value without leading to underutilization or budgetary excess? For the price point that this deal is offered we believe that even with only three employees the Tier 2 option would be a very worthwhile license model for you and, as mentioned above, should you require more than the initial 10 employee user licenses we could structure a deal for you over and above the Tier 2 offer.
___
2. Structure to ensure Functionality and Employing Market Research
• What structure would you recommend for my current Tier 1 license to implement your solutions in gathering and analyzing feedback on various aspects such as brand, professional persona, contractor performance, and market research? The Perceive element of VirtlX is geared towards obtaining outside-in feedback from clients however, for reasons mentioned above, you may find the Tier 1 offer a little restrictive for your requirements and we would recommend that you consider upgrading to the Tier 2 offer.
• Could you clarify the role and emphasis of market research within VirtlX, especially considering its underrepresentation on the AppSumo deal page? The market research piece with the Perceive element of VirtlX is powerful yet simple and caters for gathering information related to a specific metric whether it's exploring the viability of introducing a new product or service to your market or feedback on a trend or something that may be influencing your business.
___
3. Instructional Resources
• Given an external review highlighted a need for more comprehensive knowledge training on how to use VirtlX, and considering this feedback predates your 2023 platform rebuild, can you confirm if improvements to instructional resources have been implemented since then? Yes, we now have a comprehensive user guide that is accessible from all aspects of VirtlX and takes you to the particular aspect of the user guide relevant to the VirtlX function you are seeking assistance with and we also offer a complimentary initial training session should you require any additional assistance.
• If there have been instructions implemented since then, would it cover on how does VirtlX recommend structuring surveys to effectively capture client feedback and conduct targeted market research, particularly regarding the timing, framing, and the inclusion of follow-up questions to uncover secondary preferences? This is indeed a good question and, we believe, an area that we could potential expand the VirtlX offering towards. There is, however, an easily accessible survey question library that comes with pre-loaded questions. Also, the question library saves all new questions you enter on your profile for future use.
• If this wasn't in scope during the rebuild, are there plans to further expand self-help or instructional materials for users, and where can these updates or developments be found on your roadmap? Could you provide a link to the roadmap? Our roadmap, at this point, is unfortunately an internal Microsoft DevOps profile for our internal access only however we have been in discussions recently to embark on a plan to create videos giving insight and training to each aspect of the VirtlX Engagement Platform and will be a project that we will be embarking in the near future.
___
4. Market place for Professional Services
• Could you provide details on the marketplace established by VirtlX, specifically the range, scope and number of professional services available? Our network of professional service providers currently stands at 31. These external entities offer a wide range of services and also enjoy a revenue share with us should the sign up any of their customers to teh VirtlX platform. I am happy to have a discussion directly with you around this aspect shoudl you be interested.
• Are the professionals or organizations vetted prior joining this marketplace. It resonates with me that these services are available to assist VirtlX subscribers, like myself, who identify gaps in their businesses but lack the necessary in-house expertise to address and rectify them. All professional services are vetted prior to being admitted to our network.
• Does the marketplace aim to serve as a community primarily for the current user base, including the 74 customers mentioned, facilitating exchange of services and expertise to address business gaps among admins of organizations? We are in the process of discussing implementing a user forum for current users and will be making this available in the near future.
___
5. Pre-loaded Surveys and Content Updates
• I've noticed mentions in external reviews about the advantage of pre-loaded surveys within VirtlX. Could you share how frequently these surveys are updated and when the most recent update occurred? The survey question library comes pre-populated with questions and any new questions that are added via your VirtlX profile are populated into the library for future use.
• My interest in the update frequency and relevance is sparked by VirtlX's association with notable clients, such as Nissan Motor Corporation (congrats by the way). How are the sophisticated and evidence-based practices from these engagements made accessible to the broader VirtlX community, including service sector businesses like mine? Is there an initiative to help all users benefit from the data-driven insights derived from your work with such prominent clients? Kuddos. Thank you! And yes, that was a most interesting deal to close and partly why I think I have gone grey recently :) They have also just announced to us that they will be bringing another brand on to VirtlX but more about that in due course. Sadly though, the likes of Nissan Motor Corporation take their data and insights of that data very seriously and sensitively so we are not able to share other companies insights. There is a good Nissan-approved case study on our website that gives an insight as to how Nissan garners value from VirtlX; you may read that case study here: https://www.virtlx.com/case-studies/nissan-academy-gathers-valuable-employee-engagement-and-training-information-with-virtlx
___
6. Technical Integration and Modern Workflow
For a modern workflow integration: Given the importance of aligning VirtlX with various digital ecosystems. This is particularly relevant for users like myself, who intend to utilize your tool alongside non-native integrations, such as HR or CRM tools.
• Does VirtlX offer webhook functionality or API access that would allow for survey distribution based on specific rules and conditions, enhancing customization and automation? Although there are some survey links made available to use for random feedback the current integration process is being solely handled by ourselves and we are currently finalising the last few aspects of VirtlX being integrated and embedded in Microsoft 365, see Microsoft AppSource listing here: https://appsource.microsoft.com/en-us/marketplace/apps?search=virtlx&page=1. We are also in the process of building an API for VirtlX which we are aiming to have completed by the end of 2024.
• Considering your blog's focus on the importance of timely feedback collection, what strategies or solutions does VirtlX recommend for efficiently gathering feedback and extracting operational insights, particularly through non-native systems? We have an onboard scheduler that allows you to set up surveys, both internal and external, to be sent out on a regular basis. We also offer a service to integrate with client's systems to automatically send out surveys to clients once a job card has been closed off or linked to a loyalty card allowing surveys to be automatically sent out to the loyalty card holder once they have swiped said card in store. These methods assist in engaging with clients very shortly after they have interacted with your business.
• Are there any existing or upcoming features aimed at improving integration with non-native platforms, to create a more automated and seamless workflow, including the capability for conditional survey distribution? As mentioned above; we have integrated with Microsoft 365. We also have integrations with HubEngage, Xero, HR Partner and OnePage CRM.
___
7. Optimizing the VirtlX Callidus AI Module for Data Insights
I'm looking forward to leveraging the VirtlX Callidus AI module effectively, especially considering its underrepresentation on the AppSumo deal page:
• What volume of data is typically required by the Callidus AI module to produce actionable insights, and is there a recommended type or format of data for this purpose? The data that VirtlX Callidus makes use of is garnered from the surveys that you send out so the more data you have available the more accurate the AI models are able to behave. A good set of historic data also assists in more accurate value predictions and are able to predict further into the future the more historic data you have available. We currently run two AI models in our framework: data classification and value prediction and constantly seeking our any otehr meaningful models that will add value to the VirtlX model.
• Considering I have a collection of unstructured data, such as personal notes and written client feedback, how feasible is it to manually input this data into VirtlX for analysis? Would this process potentially enrich the AI’s contextual understanding? This is a good question and may require a 121 discussion with you to ascertain the volume of your data to best plan an effective means to upload the data to your VirtlX profile.
• Is it advisable for new users to start with pre-loaded surveys and allow for the accumulation of data over time, or is there a preferred method for incorporating existing feedback into the system? Currently the preferred method is to start with new surveys and accumulate the data over time.
• Does the Callidus AI module account for temporal variables in its analysis, adjusting its insights based on when data was collected or entered?
___
8. Optimizing the VirtlX Callidus AI Module for Data Insights
In one of the external review praising VirtlX for its ability to swiftly pinpoint business weaknesses, leading to impactful improvements, are there examples of the platform's analytical depth and its practical application:
• Are there sample reports or demonstrations available that showcase how VirtlX identifies potential business weaknesses and suggests improvements? My search may have missed these resources due to time constraints. The reporting is designed to highlight strengths and weaknesses highlighted in the presented data allowing companies to visually see the shortfalls and to act by addressing the requisite training needed to upskill the employees to better present themselves when confronted with a similar future issue.
• How do these reports enhance understanding of customer behaviors and needs? Specifically, I'm interested in reports that link Net Promoter Score (NPS) with Employee Engagement (EE), as a decline in NPS could indicate lower EE, necessitating targeted corrective actions. Yes, you are quite correct; we believe that happy employees result in happy customers. So, although we present the NPS reports we also present the same set of data using an algorithm that we refer to as the VirtlX Experience Index which produces a result on customer feedback that could be compared to employee feedback when associated with surveys addressing similar metrics i.e. comparing what a client perceives your service levels to be against what your employees believe to be their level of service delivery to those clients.
• Do the reports include actionable recommendations, possibly leveraging the Callidus AI module, for addressing identified issues? Are they designed to facilitate collaboration and discussion, perhaps with professionals from the VirtlX network? No, the reports do not, at this stage, offer actionable insight; we are looking for an AI model that could effectively address this level of insight. To that end, we are currently investigation, amongst others, the Microsoft Co-pilot models to see whether or not they will assist in addressing this requirement.
• If direct examples are not available, does VirtlX provide access to demo data or pre-loaded scenarios that could help simulate these analysis processes for a clearer, more hands-on understanding? Since the spectrum of VirtlX clients is so varied, everything from a nursery school through to a state-owned power generator and a global motor corporation it has not been possible yet to define specific scenarios that would offer a meaningful insight to companies. Having said that, we are investigating the concept of industry bench-marking against which data could be compared.
Thank you for your very interesting and well-thought out questions.
Best regards
Richard
Q: If we get a double double (20 users on 2 different email admin accounts), can you guys be nice and make it 30 ...
users or more on 1 single email admin account or 50 users because we are just a school?
Richard_VirtlX
May 15, 2024A: It would be far better for you if you just had one profile with the 75 required licenses.
If you send me an email to richard@risonsoftware.com I will be able to email you an attractive offer to provide you with the additional 65 lifetime licenses you need for your school.
Share VirtlX
Sorry I did not see that, OK, will contact you ( ^.^ )/
Q: This is so good if only we could have limited feedback and unlimted coworkers and members.
LoL
How do we only suffice the limits of our school with just 10 out of 75 teachers... LOL
I am perplexed now because I had been looking for this kind of soft for many years now.
Share VirtlX
Can we change the employee every week, so as to collect data that way? Are there APIs or hooks or should I just... LMK
By default, can respondents complete a survey only once from the same browser?
Hi P2,
We tried to add extra tiers to the offer however we were not able to convince AppSumo to follow through with this so here's my proposal; if you buy the 10 license offer from AppSumo then contact me I will structure an add-on deal for you to reach your required 75 licenses i.e. an additional 65 lifetime licenses. Please let me know you would like to take me up on this proposal.
Best regards
Richard
Hi P2,
The best approach would be to consider the proposal I just replied to your other message.
Best regards
Richard
Q: Hi Richard About your point regarding "Unlimited surveys to clients and employees," I understand the ...
limitations of one employee in Tier 1 and only 10 employees in Tier 2, which is hindering the usability of the program. However, I'm exploring ways to still make use of this program. According to your offer, we can send unlimited feedback surveys to one employee in Tier 1 and to 10 employees in Tier 2. However, you haven't specified the number of clients to whom we can send feedback surveys in both tiers. While we can send unlimited surveys, the limitation on the number of employees and clients is concerning. This is my final attempt to find a solution to utilize your program. If the limitation on the number of clients persists and the number of employees isn't increased to unlimited, then I don't see a compelling reason to use this program.
Please confirm the number of clients we can send a feedback survey. Are there any limitations.?
Thanks
Richard_VirtlX
May 15, 2024A: Hi EmZ,
So, as I mentioned previously, we use the number of employees within an organisation to define the licensing required by said organisation and yes, your understanding of the employee limitation in your last message is quite correct and hence the reason why we do not permit unlimited numbers of employees as the employee numbers govern our licensing model. I hope that makes sense?
Having said that, once an organisation's size has been defined by the number of employees, we allow that organisation to send out unlimited survey links to the defined number of employees and to an unlimited number of that organisation's customers.
If you could possibly please disclose the number of employees in your organisation we could present you with a proposal to ensure these employees are incorporated within a license model.
If, however, you are representing a number of organisations that wish to leverage the services offered by VirtlX under one license then I think this may not be the solution you are looking for.
I look forward to hearing back from you shortly.
Best regards
Richard
Share VirtlX
Q: About your response below, my understanding is that in tier one, I will have only ONE employee in my profile, and 10 employees in tier two.
This means in tier 1, I can send unlimited feedback surveys but only to one employee. Similarly, in tier two, I can send unlimited feedback surveys but only to 10 employees. If my understanding is correct, then tier one seems impractical for any company as it only accommodates one employee, rendering the sophisticated system useless. Tier two is beneficial only for very small companies, but typically companies with 10 or fewer employees also do not require such systems.
Please confirm if my understanding of employee allocation is correct. If so, it is a limitation and not suitable for my needs. It would be more attractive if we were allowed to send feedback surveys to an unlimited number of employees.
Your reply:
"Yes, the number of users in a tier corresponds to the number of employees in the profile. This is how we measure a particular profile size and hence license management; you may then have unlimited engagement with those employees you assign those licenses. So Tier 1 allows for a single employee license and Tier 2 allows for 10 employee licenses."
Richard_VirtlX
May 15, 2024A: The Tier 1 offering with only one employee license is geared towards solopreneurs that will find value in the Perceive Customer Engagement element of VirtlX where such a company may gather valuable feedback and engagement from their clients.
The Tier 2 offering is for companies with up to 10 employees however we are able to add additional employee (user) licenses on top of the lifetime 10 licenses offered in this tier. This increase in user licenses may be discussed and negotiated to ensure you have the required number of employee licenses to accommodate all of your employees. We have also had many companies with up to 10 employees using VirtlX over the years as the historic reporting is retained and allows for comparative analysis year-on-year.
I trust this answers your questions?
Share VirtlX
Q: Hi Richard, Thank you for your response.
Your software shows great potential, and I'm interested in purchasing the top tier. However, I need clarity on the following points:
1. Regarding your response about employee feedback, you mentioned that it's governed by the number of employees in my profile. How many employees can I have in my profile? Does the number of users in the tier correspond to the number of employees in the profile? For example, does Tier 1 allow only one employee in my profile, and Tier 2 allows only 10? Or do we have unlimited capacity for employees, clients, and users to engage and participate in feedback and survey sessions? Please clarify this in your offer and tiers.
2. How do I upload or add employees to my profiles if feedback is restricted to the number of employees in my profiles?
3. How will employees receive notifications for feedback sessions? Will they receive individual links to ensure each employee submits feedback only once, or will it be a generic link that anyone with access can use to participate in feedback and surveys without control over who participates and how many times?
4. How many Cnames are allowed? Can we have a Cname for each feedback session that has been created?
5. How can we offer this service to our clients? What tools are available in the account to separate each feedback according to the client?
6. Can we embed feedback code on our website so we can password protect the page so that only people with the password can access that feedback session?
7. How are the results available? Can we send each feedback to multiple email addresses, along with visibility of the score in the managers' and admin accounts?
Thanks
Richard_VirtlX
May 15, 2024A: Hi EmZ,
Here are the answers to your questions;
Your question 1. Regarding your response about employee feedback, you mentioned that it's governed by the number of employees in my profile. How many employees can I have in my profile? Does the number of users in the tier correspond to the number of employees in the profile? For example, does Tier 1 allow only one employee in my profile, and Tier 2 allows only 10? Or do we have unlimited capacity for employees, clients, and users to engage and participate in feedback and survey sessions? Please clarify this in your offer and tiers.
Reply to question 1: Yes, the number of users in a tier corresponds to the number of employees in the profile. This is how we measure a particular profile size and hence license management; you may then have unlimited engagement with those employees you assign those licenses to. So Tier 1 allows for a single employee license and Tier 2 allows for 10 employee licenses. Should you require more than 10 employee licenses we are happy to engage in negotiations with you for you to purchase additional employee (user) licenses. We also allow for unlimited customer engagement as part of the license agreement.
Your question 2. How do I upload or add employees to my profiles if feedback is restricted to the number of employees in my profiles?
Reply to question 2: To add an employee, click on the Employee-counter on the dashboard. This will take you to the settings page for employees where you may add, or import, new employee information.
Your question 3. How will employees receive notifications for feedback sessions? Will they receive individual links to ensure each employee submits feedback only once, or will it be a generic link that anyone with access can use to participate in feedback and surveys without control over who participates and how many times?
Reply to question 3: When a survey is created you are able to send the survey invite to your employees via the onboard Communicator. Each respondent will be presented with a unique link to the survey ensuring that feedback is associated with the individual respondent and, in turn, ensuring the reporting is presented with the data correctly.
Your question 4. How many Cnames are allowed? Can we have a Cname for each feedback session that has been created?
Reply to question 4: We require a little more information for this question to be correctly answered; we could schedule a call to discuss this point.
Your question 5. How can we offer this service to our clients? What tools are available in the account to separate each feedback according to the client?
Reply to question 5: When inviting clients to offer feedback via VirtlX each client is presented with a unique link, similar to the process for employee feedback, where the results are associated with each respondents' feedback and presented in the reporting accordingly.
Your question 6. Can we embed feedback code on our website so we can password protect the page so that only people with the password can access that feedback session?
Reply to question 6: We offer a pulse feedback module for employees to randomly access and review peers and managers via a password protected profile; such a profile is automatically created for each employee when registering your employees. Customer feedback is only garnered by invitation, as mentioned above. We do, however, offer a bespoke service for some of our clients whereby emails for review invitations are automatically sent after events such as job cards being closed/signed off or a purchase has been fulfilled, this will require a separate quote and will be based on requirement and complexity of an integration to your current business system.
Your question 7. How are the results available? Can we send each feedback to multiple email addresses, along with visibility of the score in the managers' and admin accounts?
Reply to question 7: Results are viewable in the reporting section found in the menu on the left. VirtlX also has a scheduler, accessible from the main dashboard, that allows you to configure when and to whom you would like reports to be email to. Also, managers are able to access their profiles and view reporting specifically related to the permissions assigned to them. Furthermore, any responses from customers through VirtlX Perceive results in emails being sent to the managers linked to their various business units allowing for immediate action to be taken should an undesirable response be received.
Best regards
Richard
Share VirtlX
Q: Hi Richard What is the difference between users and managers?
Why do we need users when we can create unlimited admins with different access levels?
Secondly, how many users can participate in a survey? Is it unlimited?
Additionally, can we have password-protected surveys or feedback so they do not become public, and only users with passwords are allowed to access them?
Thanks.
Richard_VirtlX
May 15, 2024A: Hi EmZ
Thank you for your good questions.
A user is basically an employee as this is how we manage the size of a subscribing company and its related VirtlX license requirements.
The survey engagement is not restricted so you may gather feedback as often as you require. When it comes to employee feedback then the feedback is governed by the number of employees you have on your profile thereby giving specific feedback from, or about, each employee.
And, in answer to your final question: all the results are only viewable from within a profile so the only way you are able to see the results is by signing into your VirtlX profile. In other words, the results of any of your VirtlX surveys are not in the public domain and only viewable by password access by the managers to whom you have provided access details to the results based on their individual profile permissions.
I trust that answers your questions?
Best regards
Richard
Share VirtlX
Q: Hi Richard Welcome to Appsumo Is the software setup so that I could offer this as a service to business?
Richard_VirtlX
May 15, 2024A: Hi John,
Thank you.
If I understand your question correctly; yes, VirtlX is set up to align with your business and gather feedback accordingly.
Please let me know if this needs further clarification.
Best regards
Richard
Share VirtlX
Thank you Richard for the fast reply. I run a training company working with different organisations and wondered if I could offer this as a service to my clients. If this is possible how to keep the different clients from seeing each other's surveys etc - would I be able to set up portals for my clients?
Hi John,
So, we have the ability to set access permissions for managers on a single profile however, in my experience with this scenario you are faced with, I would strongly recommend individual profiles for each client as this would eliminate the risk of accidentally exposing another clients' data.
Let me know what you think.
R
Hi John, All new to me this AppSumo texting interface; would you please be so good as to let me know if my recent reply to your second question arrived in your inbox?
Hi Richard
sorry, yes thank you.
I am guessing that the 10 users are not separate accounts?
Hi John,
So the initial 10 user licenses are employee licenses.
We do not control the number of managers you may register on a profile so you may create various mangers from various companies and set the permissions for each so that they only view the data that is relevant to them.
In the event you require additional employee licenses, assuming you allocate one per company you would initially be able to configure 10 companies, you will be able to add more employee licenses directly to your VirtlX profile. Naturally we are open to discussions around discounts for additional licenses.
R
Thank you
Q: What is defined as a user, the end user (employees) or admins that create the surveys?
If this is the number of admins, how many end users can access the service?
Richard_VirtlX
May 15, 2024A: Hi,
A user is an employee.
We do not restrict the manager (admin) access.
Hope this answers your question.
Best regards
Richard
Share VirtlX
So on Tier 2; if I have 50 employees, this means I would need to get 5xTier 2 = $1000?
No, not necessarily; once you have your initial AppSumo license we are able to offer additional licenses to suit your budget that will then be added on to your VirtlX profile.
Q: Hi John, All new to me this AppSUmo texting interface; would you please be so good as to elt me know if my ...
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Q: Hi, not to be harsh, but I feel like your UI is very outdated - my first thought when I looked at it was "this is like Windows Xp..."
. Isn't a friendly, up to date design important for engagement? The app shows "version 9" - how come the design is so outdated?
Richard_VirtlX
May 15, 2024A: Hi,
No offence taken; yes, this is version 9 and we have had many happy clients using the platform with suggestions from the client-base as to what they would like to see and use on VirtlX. The UI is something we do try to keep as current as possible and we are always open to suggestions as to what users would like the interface and functionality to present so please feel free to make suggestions :)
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