We're working through response routing and we switched CRMs last month. Curious how others have handled it, especially around CSAT. Any rules of thumb?
Following. We're about to do the same thing for new onboarding cohorts.
Same setup here. In our case it came down to dashboards being too broad.
Have you tried routing it through Microsoft Teams? Fixed the renewal rate gap for us.
+1. The Marketo step is where ours kept breaking.
