We're working through dashboards and we switched CRMs last month. Curious how others have handled it, especially around CES. Any rules of thumb?
We measure renewal rate weekly now and it's made NPS surveys decisions much easier.
Have you tried routing it through Jira? Fixed the response rate gap for us.
Spent a week on this. The fix was tying segments to the account owner field.
We hit this too. Scoping journey mapping to renewals at risk first made it manageable.
We measure time-to-resolution weekly now and it's made session replay decisions much easier.