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Salesforce integration setup tips for renewals at risk?

hana_marsh_5cb44

Quick one. Since we switched CRMs last month, our renewal rate has been all over the place. Is that a auto-theming config issue or are we reading it wrong?

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esme_frei_aa41a

Honestly segments didn't move CSAT for us. Microsoft Teams did more.

nina_soto_513bd

Spent a week on this. The fix was tying the in-app survey to the account owner field.

ivy_vance_94d81

Curious what cadence you landed on. We over-asked and renewal rate tanked.

liam_dunn_0b4ff

Spent a week on this. The fix was tying the in-app survey to the account owner field.

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